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
Financial Planning Administrator employer: Eden Rose
Eden Rose is an exceptional employer, offering a supportive team culture and a competitive salary for the Senior IFA Administrator role in the vibrant city of York. With a strong benefits package that includes health schemes and gym membership, employees are genuinely recognised for their contributions, fostering an environment where professional growth and client service excellence thrive.
