Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Maintain client records, prepare files, and manage communications with clients and providers.
- Company: Established Independent Financial Adviser firm in Bristol with a family-oriented culture.
- Benefits: Supportive team environment, focus on community, and opportunities for professional growth.
- Other info: Strong emphasis on client care and attention to detail.
- Why this job: Join a values-driven team and make a difference in clients' financial journeys.
- Qualifications: 1-2 years in financial services administration, ideally within an IFA environment.
The predicted salary is between 30000 - 40000 £ 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.
Financial Planning Administrator in England 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 England
✨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 be advertised yet.
✨Tip Number 2
Prepare for interviews by researching the firm and its values. Since this role is all about client care and community focus, think of examples from your past experiences that showcase your commitment to these values.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website for a smoother process! We love seeing applications directly from candidates who are genuinely interested in joining our team. Plus, it gives us a chance to see your passion right from the start!
We think you need these skills to ace Financial Planning Administrator in England
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial services administration, especially if you've worked in an IFA environment. 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 supporting retiree clients and how your experience aligns with our focus on client care. Keep it friendly yet professional – we love a personal touch!
Show Off Your Attention to Detail: In this role, accuracy is key. When submitting your application, double-check for any typos or errors. We appreciate candidates who take the time to ensure their application is polished and precise, just like the work we do!
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 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 the basics of financial services administration, 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
Be ready to discuss your previous roles in detail, especially any relevant experience you have in maintaining client records or preparing files for adviser meetings. Use specific examples to demonstrate how your skills align with the responsibilities listed in the job description.
✨Communicate Clearly
Since excellent verbal and written communication skills are crucial for this role, practice articulating your thoughts clearly. You might even want to prepare a few questions to ask the interviewer that show your interest in client care and the firm’s values.
✨Demonstrate Organisational Skills
The role requires strong organisational abilities, so think of ways to illustrate how you manage your workload effectively. You could share a time when you successfully prioritised tasks or handled multiple client queries at once, showcasing your attention to detail and planning skills.