Financial Planning Administrator

Jobtailor; Bristol; On-site; GBP 25,000 - 35,000; Full time

Job summary

Jobtailor in Bristol is seeking a Financial Planning Administrator to provide end-to-end client support within Wealth Management. You will act as a central point of contact for clients, advisers, and third parties, coordinating documents, meetings and ongoing servicing while ensuring accurate records and regulatory compliance.

The role requires experience in pensions, investments and protection admin, strong organisational skills, and proactive communication to support a growing advisory team.

Qualifications

• Experience in wealth management administration across pensions, investments and protection products.
• Excellent organisational skills with the ability to manage multiple priorities.
• Confident communicator with strong written and verbal skills.

Responsibilities

• Act as a key point of contact for clients, advisers and third-party providers.
• Build strong professional relationships through timely and efficient communication.
• Provide proactive administrative support throughout the client journey.
• Prepare documentation and supporting paperwork for client meetings.
• Maintain accurate client records and ensure systems are updated consistently.
• Assist advisers with diary management, meeting scheduling and follow-up actions.
• Support the delivery of an exceptional client experience at every stage of the advice process.
• Process new business applications across pensions, investments and protection products.
• Obtain quotations, illustrations and provider information as required.
• Liaise with providers and third parties to progress applications.
• Monitor outstanding cases and provide regular updates to advisers and clients.
• Ensure all documentation is completed accurately and compliantly.
• Support advisers with annual reviews and ongoing client servicing.
• Prepare review packs and valuation information.
• Coordinate review meetings and associated administration.
• Track outstanding actions and service standards.
• Assist with ongoing client requests and policy servicing activities.
• Maintain accurate client data and records.
• Adhere to FCA requirements and data protection regulations.
• Support quality control and regulatory standards.
• Assist with process improvement initiatives and team projects.

Skills

Financial Planning Administration

Client Support

Multi-priority Management

Attention to Detail

Education

Financial Services qualifications

Tools

Intelligent Office

Job description

Responsibilities

• Act as a key point of contact for clients, advisers and third-party providers.
• Build strong professional relationships through timely and efficient communication.
• Provide proactive administrative support throughout the client journey.
• Prepare documentation and supporting paperwork for client meetings.
• Maintain accurate client records and ensure systems are updated consistently.
• Assist advisers with diary management, meeting scheduling and follow-up actions.
• Support the delivery of an exceptional client experience at every stage of the advice process.
• Process new business applications across pensions, investments and protection products.
• Obtain quotations, illustrations and provider information as required.
• Liaise with product providers, platforms and third parties to progress applications.
• Monitor outstanding cases and provide regular updates to advisers and clients.
• Ensure all documentation is completed accurately and compliantly.
• Support advisers with annual reviews and ongoing client servicing requirements.
• Prepare review packs and valuation information.
• Coordinate review meetings and associated administration.
• Track outstanding actions and ensure service standards are maintained.
• Assist with ongoing client requests and policy servicing activities.
• Maintain accurate client data and records.
• Adhere to internal procedures, FCA requirements and data protection regulations.
• Support quality control and ensure all documentation meets regulatory standards.
• Assist with process improvement initiatives and operational efficiencies.
• Contribute positively to team projects and business growth initiatives.

Requirements

• Previous experience as a Financial Planning Administrator, Client Support Administrator or similar role within Wealth Management or Financial Planning.
• Strong knowledge of financial planning administration processes.
• Experience supporting advisers across pensions, investments and protection products.
• Excellent organisational skills with the ability to manage multiple priorities.
• Strong attention to detail and commitment to accuracy.
• Confident communicator with excellent written and verbal skills.
• Ability to work proactively and independently when required.
• Comfortable working in a growing and evolving business environment.
• Experience using Intelligent Office or similar back-office systems (desirable).
• Exposure to international or expatriate clients (although not essential).
• Confidence identifying and recommending process improvements.
• A collaborative and solutions-focused approach.
• Working towards or interested in professional financial services qualifications.

Core Competencies

Demonstrates strong financial planning administration skills, with a focus on client support, documentation accuracy, and compliance with regulatory standards. Capable of managing multiple priorities while maintaining exceptional communication and organizational abilities.