Financial Planning Administrator – Bristol (Hybrid)

Location: Bristol

Job Ref: HB

Salary: Up to £40,000 + Bonus + Excellent Benefits

Work From Home option: Yes

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded and growing financial planning firm based in Bristol.

This is an ideal opportunity for someone who enjoys being a key part of the client journey, working closely with an experienced Financial Planner while providing first-class administrative support from initial enquiry through to implementation and ongoing servicing.

You’ll be joining a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice to private clients. The business offers a fun and supportive team environment, excellent long-term career prospects and a comprehensive benefits package.

The Role

Working closely with one Financial Planner, you’ll provide comprehensive administrative support, ensuring every stage of the client journey runs smoothly.

Your responsibilities will include:

• Providing full administrative support throughout the financial planning process, from initial client contact through to implementation and ongoing servicing
• Managing adviser diaries and arranging client meetings
• Preparing client meeting packs and all supporting documentation
• Processing new business and seeing cases through to completion
• Submitting and tracking Letters of Authority
• Liaising with clients, providers and third parties to obtain information and progress cases
• Preparing application paperwork and ensuring all documentation is accurate and compliant
• Updating and maintaining the firm’s CRM and workflow systems
• Monitoring pipelines and keeping advisers and clients updated on case progress
• Delivering an exceptional client experience through proactive communication and attention to detail

About You

My client is looking for an experienced Financial Planning Administrator who enjoys working in a fast-paced, client-focused environment.

Ideally, you’ll have:

• Around 2-3 years’ experience within a Financial Planning or Wealth Management firm
• Good knowledge of pensions, investments and wider financial planning products
• A good understanding of the end-to-end financial advice process
• Experience managing new business from enquiry through to implementation
• Excellent organisational skills with exceptional attention to detail
• Strong communication skills and a proactive, team-oriented approach
• Progress towards the Level 4 Diploma would be welcomed but isn’t essential. Full study support is available for those wishing to become qualified.

Package & Benefits

• Salary up to £40,000 (DOE)
• Bonus
• Hybrid working (3 days in the office/2 days WFH)
• Full study support towards the Level 4 Diploma
• Ongoing training and career development
• Health Cash Plan
• Private Medical Insurance
• Private GP
• Life Assurance (4x salary)
• Income Protection
• Pension
• 26 days holiday plus Bank Holidays

This is an excellent opportunity for a Financial Planning Administrator to join a highly respected financial planning firm where you’ll play an integral role supporting advisers and delivering an outstanding client experience, whilst benefiting from genuine career development and a fantastic working environment.

If you’re a Financial Planning Administrator looking to take the next step in your career, please send your CV to Harry at Financial Divisions: harry@financialdivisions.co.uk.