Financial Planning Administrator

Recruitment Director | Talent Acquisition Partner Across Financial Services, Architecture & Business Support | Full-Cycle Recruitment Specialist |…

Bristol (Wealth Management)

Hybrid

Are you passionate about client‑centric financial planning support and ready to build your career within a respected wealth management environment in Bristol?

The Role

You’ll be a key member of the advice delivery team – working closely with financial planners and paraplanners to deliver an outstanding client experience. Responsibilities will include coordinating new business and review workflows, managing client documentation and provider interactions, maintaining up‑to‑date records and correspondence, and helping ensure all regulatory and compliance steps are followed. You’ll work in a supportive team with a clear path for professional development.

What We’re Looking For

• Previous experience (ideally 1‑3 years) in financial services, preferably within financial planning or wealth management operations.
• Strong organisational skills, excellent attention to detail and high standards of documentation.
• Confident communicator, able to build rapport with clients, advisers and providers.
• Comfortable using CRM/back‑office systems, producing letters/forms, managing logs and chasing actions to conclusion.
• A desire for progression, and the mindset to contribute to a team delivering high‑quality advice and client service.

What’s On Offer

• Competitive salary complemented by benefits including pension, professional development support and the opportunity to enhance your career in financial planning.
• Join a culture focused on supporting clients for the long term, building trusted relationships and doing right by people.

📩 If you’re ready for the next step in your client‑services or advice‑support career in wealth management, send your CV or connect with me directly for an informal chat.