Financial Planning Consultant

Albert Goodman; Bath; On-site; GBP 31,000 - 36,000; Full time

Job summary

A dynamic financial planning practice in Bath is looking for a Financial Services Administrator to join their vibrant team. The successful candidate will support Advisors by organizing client information and managing correspondence. The role offers a competitive salary up to £31,000 plus bonuses, with opportunities for training and development in a growing organization.

Benefits

Quarterly Bonus scheme

Health cover

Training and support

Qualifications

• Experience in financial services, especially pensions/investments/insurance.
• Support experience for an IFA or in a financial services organization.
• Strong communication skills and attention to detail.

Responsibilities

• Support the Paraplanners and Advisors by organizing client information.
• Handle general correspondence with clients and policy providers.
• Assist in the annual review process for clients.

Skills

Communication

Attention to detail

Organisational skills

Education

RO1, CF1, FA1 or equivalent

Tools

Microsoft Office

Job description

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• Financial Planning Consultant jobs in Bath

Posted 11 days ago

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Job Description

full time

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.

What you will be doing:

Supporting the Paraplanners and Advisors, you will collate and organise client policy information. In addition, you will be responsible for :

• General correspondence with both clients and policy providers
• Submitting any new business on behalf of clients
• Facilitating the annual review process for clients
• Processing new client information in preparation for their first report meeting
• Preparation of client reports

What you will need in order to succeed:

• Previous experience working within financial services within pensions / investment or insurance essential
• A background supporting an IFA or technical experience within a financial services organisation
• First rate communication skills face to face, over the phone and email
• Excellent attention to detail and ability to work to deadlines and under pressure
• RO1, CF1, FA1 or equivalent would also be beneficial
• A good range of IT skills

What you will receive in return:

• To 31,000 per annum (DOE)
• Quarterly Bonus scheme (based on company and personal performance)
• Excellent benefits including health cover
• Monday to Friday - 37.5 hours per week *100% office based*
• Training and support within this successful and expanding firm

What you need to do next:

If you are interested in being considered for this position then please email (url removed)

Thrive Group are acting as an employment business in relationship to this vacancy.

If you have not heard from a consultant within 7 days, please assume you have been unsuccessful on this occasion.

INDTRO

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0

BA14 Trowbridge, South West CMD Recruitment

Posted 11 days ago

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Job Description

full time

Financial Services Administrator
Full Time & Permanent
Trowbridge - Office Based
Up to 31,000 per annum + Bonuses + Benefits

Have you gained good administration experience within a Financial Services environment?
Interested in joining a growing firm that like to develop their staff?

If you have answered yes to the above, then this could be the role for you!

Our client is a growing financial services practice that specialise in giving expert financial planning advice to Business Owners and Private Clients.
They now seek a dedicated, full time Administrator to join their friendly, busy and vibrant Service Team. They are a small but established company with big ambitions, so it is normal practice to encourage individuals to develop ongoing 'value adding' projects alongside their everyday responsibilities.

Their programme trains and mentors the candidate for three months, where they will be expected to work in multiple roles within the department, to get a true feel for how the company operates and evolves. In this way, the candidate should be confident in their ability to be flexible and adaptable.

Day to day responsibilities include:

• Communicating with policy providers
• Submitting new business
• Facilitating the annual review process

The successful candidate will demonstrate high interpersonal and organisation attributes and be ready to support the rapid growth of this dynamic Financial Planning practice.

High level of experience in administration within a financial sector is required for this role.

For example:

• Has worked/working for an IFA
• Part of a technical team within a financial services company
• Administration role within pensions / investments / insurance
• Excellent IT skills in MS Word & Excel
• Professional telephone manner and superb customer service skills

Many thanks for your application! Successful candidates will be contacted within 7 working days of their applications. Should you not hear from us within this time, please assume that your application was unsuccessful.

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1

Bristol, South West Proactive Solutions Group Ltd

Posted 12 days ago

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Job Description

full time

Account Manager (Financial Services)

Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.

The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.

The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.

Account Manager (Financial Services) Experience

Required

• Confidence in speaking to introducers over the telephone and video
• A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
• A proven track record in sales and account management
• Effective communication and organisational skills
• Experience working in an office environment
• Knowledge and contacts within the IFA or mortgage advisor industry

Attributes

• Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
• Excellent attention to detail, both verbal and written, to ensure data accuracy
• Able to manage and liaise with multiple introducers at different stages on different tasks
• Ability to handle sensitive information with the utmost discretion
• Ability to work as a team and independently
• Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems

Package

• Annual salary of 24-32k, depending on experience
• Pension
• Working hours - 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% discount for immediate family Wills and End-of-Life planning

Key areas of responsibility

• Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
• Using telephone and webinar, you will promote the company proposition
• Communicate to our distributors with a clear understanding of the marketplace and industry developments
• Continually improve and update product and market place knowledge
• Maintain the sales database
• Generally support the rest of the sales team
• Extract opportunities from our dormant introducer database

Proactive People is an employment agency and business

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2

Bristol, South West CMD Recruitment

Posted 11 days ago

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Job Description

full time

Bristol (Pill area) - Fully office-based

Full-time, Permanent

Can also consider full-time over 4 days per week

Are you an enthusiastic Administrator with experience in Financial Services? Are you looking for a new role within a growing organisation? If YES we want to hear from you!

My client, who offers Independent Financial Planning Services, is looking for an experienced Administrator to join their team in Bristol. Working in collaboration with the team, you will provide administration support to the Financial Advisors as well as being a point of contact for clients and answering their queries in a timely manner.

Responsibilities

• Submit applications to providers
• Prepare paperwork for client meetings
• Update the inhouse CRM system
• Liaise with providers by phone and email
• Liaise with clients by phone and email
• Using the quotation system for in-house services
• Provide Advisors with template letters for completion
• Submit online applications
• Producing reports

Person Specification

• Previous experience within a similar role is essential either an administration role within Financial Services - mortgage and pension sector or as an IFA Administrator
• Ability to manage own time and take initiative to search out solutions
• Good computer knowledge and ability to work with Microsoft Word and Excel
• Ability to build rapport with clients

Working hours for this role are Monday - Friday 8.30am - 4.30pm and is fully office based - please do not apply if you are looking for hybrid working

Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.

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3

Client Services Administrator – Platform Operations (Financial Services)

Bath, South West mbf

Posted today

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Job Description

We are proud to be partnering with a well-established and highly respected Financial Services organisation in the search for a Client Services Administrator. Our client is a recognised leader in the industry, delivering comprehensive services across Financial Planning, Employee Benefits and Mortgages to clients across the UK.

This award-winning firm is renowned for its outstanding reputation and commitment to excellence. With a supportive and forward-thinking culture, they have a strong track record of investing in their people, offering clear pathways for development and career progression. Having experienced substantial growth over the past five years, the business is entering an exciting new phase of expansion, making this a fantastic time to come on board.

The Role:

This is a brilliant opportunity to join a busy and collaborative Platform Support team. You will be responsible for delivering high-quality administrative and client servicing support relating to investment platforms. From processing new applications to handling platform queries, exits and client transactions, you’ll play a key part in ensuring efficient and compliant platform operations.

Key responsibilities include:

• Supporting colleagues and clients by managing platform queries via email and helpline
• Processing transactions, account exits, Letters of Authority, and death notifications
• Monitoring cash accounts and ensuring adequate balances for investment activity
• Liaising with platform providers and internal teams to resolve queries and progress transactions
• Issuing statements and client documentation in line with SLAs
• Keeping accurate and up-to-date client records in back-office systems
• Contributing to ongoing process improvements and supporting project work

What we’re looking for:

• Previous experience in an administrative role within Financial Services
• Strong working knowledge of Microsoft Office (especially Outlook, Word & Excel)
• Ability to manage workloads in a fast-paced environment and meet deadlines
• Excellent attention to detail, organisation, and communication skills
• Experience with investment platforms and client servicing is desirable

The package:

• Basic salary up to £26,000
• Discretionary bonus
• Hybrid working model: 2 days in the office, 3 days from home (more during training)
• 25 days holiday plus bank holidays, with the ability to buy/sell leave
• Private Medical Insurance
• Group Life Assurance (x4 salary)
• Group Income Protection

This is a fantastic opportunity to join a highly professional, people-focused business where you'll be supported to grow and develop your career.

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4

Wells, South West Old Mill

Posted 20 days ago

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Job Description

Permanent

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team as a Client Service Associate.

We’re on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial processes, whether from financial planning, investment management, or a similar financial services environment.

The Opportunity

At Old Mill, we’re passionate about providing high-quality, personalised financial advice to our clients. As a Client Service Associate, your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service.

You’ll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you’ll be liaising directly with clients and colleagues to ensure seamless service delivery.

This is more than just an administrative role—it’s an opportunity to become a trusted and valued member of a fast-paced, collaborative, and supportive team.

Key responsibilities include:

• Managing and maintaining accurate client records using our back-office systems.
• Preparing documents and reports to support client meetings and advice provision.
• Ensuring compliance with financial regulations through precise data handling.
• Acting as a first point of contact for clients, delivering prompt and professional communication.

Requirements

We’re seeking someone with proven experience in financial services who thrives in a busy, detail-oriented environment. You’ll need to be proactive, highly organised, and able to manage multiple priorities with ease.

Your skills and experience should include:

• A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
• Excellent attention to detail with the ability to spot errors others may miss.
• Strong organisational skills and the ability to meet tight deadlines.
• Confidence in liaising with clients and providing a high standard of customer care.
• Proficiency in using office systems and software to manage data and workflows.

About us

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you’ll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you’re looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

• Generous Holiday Allowance – Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
• Celebrate Your Birthday – Enjoy an extra day off to celebrate.
• Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
• Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
• Ongoing Professional Development – Full funding for your professional qualifications, with continuous learning opportunities.
• Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
• Pension Scheme – A competitive pension to help plan for your future.

Additional Information

Please note that the job title used internally might not match the one you see in this job advert.

Piqued your interest?
We’d love to hear from you! For more information or an informal discussion, please contact Kirsty Maxwell ( )

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5

Director of Financial Planning and Analysis

Bath, South West Morgan McKinley

Posted today

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Job Description

Global FP&A Lead - Strategic Finance Partner | 12-Month FTC | Bath (Hybrid)

Be the driver of insight, strategy & global financial storytelling.

We're hiring a Global FP&A Lead for a 12-month fixed-term contract , based in Bath with hybrid working. You'll play a key strategic role in a world-class finance team, leading financial planning, forecasting, and performance reporting across multiple regions and disciplines.

Why this role?

You'll manage and develop a team of 6, working closely with senior leaders. This isn't just about numbers-it's about shaping a forward-thinking finance function that drives better decisions with sharper insights.

What you'll be doing:

• Build and evolve financial models & KPIs to support growth
• Create and roll out a global finance literacy programme
• Guide leadership with scenario planning & risk analysis
• Own financial governance and global timetables
• Be a mentor and lead a high-performing FP&A team

What we're looking for:

• CIMA or ACCA qualified
• Strong analytical and commercial skills
• Confident communicator with senior stakeholders
• Proactive, strategic thinker, highly organised
• Bonus if you've worked in professional services or construction
• Agresso or Deltek Vision experience
• Strong written/verbal comms, comfortable influencing non-finance teams

This is your chance to make a real impact and be at the heart of global financial strategy-12 months, Bath-based, hybrid flexibility.

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Posted 20 days ago

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Job Description

temporary

We are partnering with a leading telecommunications company in their search for a Financial Control Manager working as part of the Financial Panning & Analysis team. This is a 6 month temporary role based in Bristol offering hybrid working, and looking to pay up to 500 per day umbrella for the right candidate.

As the Finance Control Manager, you will:

* Lead financial planning and forecasting reporting deliverables to drive effective decision making across multiple programmes.
* Collaborate closely with the Finance Business Partners to understand the programme performance and provide commentary on risks and opportunities.
* Lead the Quarterly Financial Reporting which includes contractual forecast.
* Drive process improvement such as automation and optimisation of manual tasks associated with the handling of programme data.
* Ensure the financial integrity of the business by implementing discrete, complex process and policy changes.

The right candidate will have:

* Qualified Accountant - ACA/ACCA/CIMA or equivalent
* Excellent communication and influencing skills with the ability to manage multiple stakeholders and projects
* Proven background in transforming financial processes, especially related to Financial reporting and forecasting.
* Possess bold and confident thinking with a proven background of challenging the status quo where appropriate.

Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

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