Finance Administrator

Financial Planning Administrator Hybrid Working

Salary:
Up to £40,000 + Bonus + Excellent Benefits

Location:
Bristol (Hybrid)

An excellent opportunity has arisen for an experienced Financial Planning Administrator to join a highly regarded and growing financial planning firm based in Bristol.

This is an ideal opportunity for someone who enjoys being a key part of the client journey, working closely with an experienced Financial Planner while providing first-class administrative support from initial enquiry through to implementation and ongoing servicing.

You'll be joining a well-established wealth management firm with an excellent reputation for delivering high-quality financial planning advice to private clients. The business offers a fun and supportive team environment, excellent long-term career prospects and a comprehensive benefits package.

The Role

Working closely with one Financial Planner, you'll provide comprehensive administrative support, ensuring every stage of the client journey runs smoothly.

Your responsibilities will include:

• Providing full administrative support throughout the financial planning process, from initial client contact through to implementation and ongoing servicing
• Managing adviser diaries and arranging client meetings