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- Tasks: Support a Financial Planner in delivering top-notch financial services and manage client relationships.
- Company: Join Nicholls Stevens, a respected boutique financial planning firm in Bristol.
- Benefits: Enjoy a competitive salary, hybrid working, 28 days holiday, and professional development support.
- Other info: Be part of a supportive team that values your contributions and offers career progression.
- Why this job: Make a real difference in clients' lives while growing your career in finance.
- Qualifications: 3+ years in financial planning or customer service with strong relationship-building skills.
The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their ongoing needs and ensuring they are receiving a service of the highest standard.
You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards.
The Person: We are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years’ experience of working in a financial planning, financial advice or wealth management environment, who is looking for a highly involved and responsible support role. You will be a strong relationship builder who loves client interaction and is motivated by delivering a client experience of the highest standard. You will also be an excellent task manager and administrator, proactive, highly organised and detail orientated, capable of coordinating tasks and prioritising as appropriate. You will be confident working independently but will also be a strong team player who is keen to be part of a kind, supportive, and collaborative team and work for a company who recognise and value your contribution and reward you accordingly.
Salary and Benefits: Basic salary £37-45,000 (dependant on experience) + pension + 28 days holiday, increasing with service + bank holidays + 4x salary Life Cover + hybrid working (3 days in the office, 2 days from home) and flexible working hours - ideally this is a full-time role, but we are happy to facilitate shorter working days (e.g. school hours) for the right candidate. We are also happy to provide the successful candidate with the opportunity to progress technically, if they would like to do so, supporting them both practically and financially with professional exams (Diploma and Chartership).
The Company: Nicholls Stevens (Financial Services) Ltd are a boutique Independent Financial Planning firm, established in 1986. For 40 years they have cared for the financial needs of their clients, both corporate and personal, by applying the highest level of skill and expertise to the advice and service they give, regardless of the clients’ wealth - they believe that everyone, regardless of age, should have a financial plan. They have been listed by the New Model Adviser as one of the top 100 IFAs in the UK on numerous occasions and having built a strong reputation for excellence, all of their new clients come to them through recommendation. They are specialists in providing retirement advice to those both approaching and enjoying retirement. They are also specialist corporate advisers, assisting CEOs and Finance Directors to select and run employee benefits schemes and to protect the assets of business owners.
Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Responsibilities:
- Provide administrative support to the Managing Director/Financial Planner, working with her to deliver an exceptional financial planning service to her clients, to a consistently high standard.
- Collate notes arising from client meetings, taking responsibility for processing and progressing the action points and tasks arising.
- Liaise with clients to establish strong relationships and ensure a smooth, compliant and client centric process.
- Liaise with product providers and other third parties, obtaining policy information and updating records as appropriate.
- Task management of multiple tasks and priorities, working to frequently tight and changing deadlines.
- Coordinate the workflow and output of work produced, ensuring it is delivered within agreed timescales to a quality of the highest standard.
- Record and maintain accurate data using the company’s back-office computer system.
- General administration as required to support the business, ensuring all business is conducted in a responsible and compliant manner.
Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator), Skills and Experience:
- 3 years+ administrative/customer service/paraplanning experience gained working in an involved support role in a financial planning or financial advice environment.
- A strong relationship builder, with a caring and client centric approach, who takes pride in providing a service of the highest standard.
- An excellent task manager and administrator, proactive, analytical, highly organised, quality focused and detail orientated, capable of coordinating and prioritising tasks.
- Strong written and verbal communication skills.
- An aptitude for technology, competent with MS Office (PowerPoint, Excel, Teams etc.) and embracing of emerging technologies.
- Intelligent, keen to learn, adaptable to change, enthusiastic and proactive, with a proven record of taking responsibility and self-motivation.
Dawn O’Shea is recruiting the Client Relationship Manager (Financial Planning Assistant / Financial Planning Administrator) directly on behalf of Nicholls Stephens so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Financial Planning Administrator in Bristol employer: CV Elite Limited
Contact Detail:
CV Elite Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Bristol
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, and don’t be shy about asking for introductions. We all know that personal recommendations can make a huge difference in landing that dream job.
✨Tip Number 2
Prepare for those interviews! Research Nicholls Stevens and understand their values and services. We want you to show them that you’re not just another candidate, but someone who truly gets what they’re about and is excited to contribute.
✨Tip Number 3
Follow up after your interview! A quick thank-you email can go a long way in keeping you top of mind. We recommend mentioning something specific from your conversation to remind them why you’re the perfect fit.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Nicholls Stevens.
We think you need these skills to ace Financial Planning Administrator in Bristol
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight your experience in financial planning. We want to see how your skills match the role of Client Relationship Manager, so don’t hold back on showcasing your relevant achievements!
Show Off Your People Skills: Since this role is all about building strong relationships with clients, let us know about your experience in client interaction. Share examples of how you've gone above and beyond to deliver exceptional service – we love a good story!
Be Detail-Oriented: Attention to detail is key in this role. When you’re filling out your application, double-check for any typos or errors. A polished application shows us that you take pride in your work and understand the importance of quality.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it makes the whole process smoother for everyone involved!
How to prepare for a job interview at CV Elite Limited
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of financial advice, wealth management, and the specific services offered by Nicholls Stevens. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
Since this role is all about building strong client relationships, be prepared to share examples of how you've successfully managed client interactions in the past. Highlight your communication skills and any strategies you've used to ensure clients feel valued and understood.
✨Demonstrate Your Organisational Skills
The job requires excellent task management and organisation. Bring examples of how you've prioritised tasks and managed multiple deadlines in previous roles. You could even mention specific tools or methods you use to stay organised, like project management software or to-do lists.
✨Ask Thoughtful Questions
At the end of the interview, have a few insightful questions ready to ask. This shows your interest in the company and the role. You might want to ask about the team culture, opportunities for professional development, or how they measure success in this position.