Financial Planning Administrator | Bristol | Up to 32k
A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team.
This is a great opportunity for someone with 1–2 years’ experience in financial services administration, ideally within an IFA environment. You’ll be joining a small, collaborative team where you’ll play a key role in supporting advisers and delivering a high standard of service to clients.
Key Responsibilities:
*Maintain accurate client records and prepare files for meetings
*Manage provider correspondence, including letters of authority
*Act as a key contact for clients and providers
*Process applications, payments, and ensure compliance checks (AML)
*Produce valuations, reports, and keep clients updated
*Support advisers with post-meeting administration and follow-ups
*Liaise with third parties, including legal professionals
Skills & Experience (Essential):
*Previous experience in a financial services or IFA administration role
*Strong written and verbal communication skills
*Excellent organisational and time management abilities
*High attention to detail and accuracy
*Self-motivated with the ability to work independently
*Good IT skills and ability to learn new systems
*Team-oriented with a positive attitude
*Understanding of the financial planning process
Desirable:
*Experience with back-office systems such as Intelliflo
*Working towards Level 4 Diploma in Financial Planning
*Relevant financial services qualifications (e.g. CF1)
What’s on Offer:
*Salary: £28,000 – £32,000 (depending on experience)
*Bonus structure
*Exam/study support
*Full-time (35 hours per week)
*Part-time (4 days per week) considered
*Hybrid working available post-probation
*Supportive and friendly team environment
This is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market.
Apply now for further details.