Financial Planning Administrator
Job in
Bristol, Bristol County, BS1, England, UK
Listed on 2026-01-11
Listing for:
Cavendish Maine
Full Time
position Listed on 2026-01-11
Job specializations:
-
Administrative/Clerical
Office Administrator/ Coordinator -
Finance & Banking
Office Administrator/ Coordinator, Accounting & Finance
Job Description & How to Apply Below
My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.
This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.
SpecificDuties Include:
- Obtaining client information ensuring back office systems are up to date
- Submit and process new business ensuring clients are updated on a regular basis.
- Process letters of authority
- Process client requests for income, PCLS, Bed and ISAs, withdrawals, and portfolio switches
- Maintain accurate back-office records
- Liaising with providers
- The ideal candidate will have previous experience in Financial Planning, however those with administration experience from other areas of Financial Services and a desire to move into Financial Planning will also be considered as full training can be provided.
- Up to £30,000 depending on experience.
Karen Cummins Reference: KC/86407 Candidate care:
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