Financial Planning Administrator - Bristol (Hybrid) - Up to £40,000 + Bonus + Excellent Benefits

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:

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

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

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