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- Tasks: Maintain client records, prepare files, and manage communications in a supportive team.
- Company: Established Independent Financial Adviser firm with a focus on community and client care.
- Benefits: Competitive salary, flexible start date, and a supportive work environment.
- Why this job: Join a values-driven team and make a real difference in clients' financial journeys.
- Qualifications: 1-2 years in financial services administration, ideally within an IFA environment.
- Other info: Opportunity for career growth and a £250 referral bonus for successful candidates.
The predicted salary is between 28000 - 32000 £ per year.
Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years’ experience. This role would suit someone with 1–2 years’ experience in financial services administration, ideally within an IFA environment, who enjoys working in a small, values-driven team with a strong focus on family, community, and client care.
Key Responsibilities
- Maintain accurate and up-to-date client records.
- Prepare client files in advance of adviser meetings.
- Manage Letters of Authority (LOA) requests and processing.
- Act as a key point of contact between clients and providers.
- Ensure money laundering checks are completed in line with regulations.
- Process application forms and client cheques.
- Keep clients informed of progress and issue documentation promptly.
- Carry out monthly policy valuation updates on the client database.
- Produce accurate valuation and progress reports.
- Act as first point of contact for administration-related client queries.
- Conduct post-meeting debriefs with the adviser, ensuring records are updated.
- Liaise with external legal associates to support estate planning documentation.
Candidate Criteria
- Previous experience working within an IFA firm.
- 1–2 years’ experience in financial services administration.
- Excellent verbal and written communication skills with a professional telephone manner.
- Strong organisational and planning skills with the ability to prioritise workload.
- High attention to detail and accuracy.
If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions.
Financial Planning Administrator in Bristol employer: Service Care Solutions
Contact Detail:
Service Care Solutions 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 services sector, especially those who have experience with IFAs. A friendly chat can lead to insider info about job openings that might not even be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Since this role is all about client care and community focus, think of examples from your past experiences that showcase your alignment with these values.
✨Tip Number 3
Practice your communication skills! As a Financial Planning Administrator, you'll need to convey information clearly and professionally. Try mock interviews with friends or family to get comfortable with articulating your thoughts.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Planning Administrator in Bristol
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your experience in financial services administration and any relevant skills that match the job description. We want to see how you fit into our values-driven team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about working with retirees and how your previous experience aligns with our focus on client care. Keep it professional but let your personality show through!
Showcase Your Attention to Detail: In this role, accuracy is key. When filling out your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure everything is spot on, just like we do with our client records!
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 shows you’re proactive and keen to join our team!
How to prepare for a job interview at Service Care Solutions
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially within an IFA environment. Familiarise yourself with common terms and processes, like Letters of Authority and money laundering checks, so you can speak confidently about them during the interview.
✨Showcase Your Experience
Highlight your previous experience in financial administration. Be ready to discuss specific tasks you've handled, such as maintaining client records or preparing files for meetings. Use examples that demonstrate your attention to detail and organisational skills.
✨Communicate Clearly
Since excellent communication is key for this role, practice articulating your thoughts clearly and professionally. You might even want to prepare answers to common interview questions, focusing on how you would handle client queries or liaise with external associates.
✨Emphasise Team Values
This firm values a strong team dynamic, so be sure to express your enthusiasm for working in a small, values-driven team. Share experiences where you've contributed to a positive team environment or supported colleagues, showing that you align with their focus on family and community.
