Financial Services Administrator/IFA Administrator-Bristol - £26,000 & Bonus Study Support

Financial Divisions; Bristol; Hybrid; GBP 25,000 - 45,000; Full time

Job summary

An established industry player in the financial planning sector seeks a motivated Financial Planning Administrator to join their dynamic team in Bristol. This role offers a unique opportunity to work within a caring and ethical firm known for its comprehensive wealth management services. Candidates will engage with clients, manage financial administration tasks, and prepare essential reports, all while benefiting from supportive career progression towards becoming a Paraplanner. With flexible hybrid working arrangements, this position is perfect for those eager to develop a long-term career in Wealth Management.

Qualifications

• Experience in a financial services company licensed by the FCA.
• Good understanding of financial advisory work.

Responsibilities

• Interacting with clients and preparing reports for review meetings.
• Managing financial administration of pensions and investments.

Skills

Financial Administration

Client Interaction

Report Preparation

Education

Experience in Financial Services

Understanding of Financial Advisory Work

Job description

Job Description

Our client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their social team. The company is located in contemporary offices in the city centre. This position offers a great opportunity to work with a reputable, professional financial advisory firm known for its caring, ethical, and comprehensive wealth management services.

The company provides private wealth advice to affluent clients in London and the home counties, covering pensions, investments, tax planning, IHT, mortgages, and protections. They also assist clients with Wills, Trusts, and Estate planning, helping with intergenerational financial strategies.

Ideal candidates will have some experience in a financial services company licensed by the FCA or in the broader Wealth Management industry. The firm uniquely works with clients referred by law and accounting firms, supporting individuals with financial planning or post-loss financial stability preparations.

The Role

Your responsibilities include interacting with clients, preparing reports for review meetings, and managing the financial administration of pensions, investments, and other financial products. You will perform other duties as needed related to the role.

About You and Your Experience

This is a progressive role requiring a candidate eager to develop a long-term career in Wealth Management or related financial planning fields. Prior experience in a financial services administrative role is preferred, with a good understanding of a financial advisor’s work. The role offers career progression towards training as a Paraplanner, with full on-the-job training and support provided. Flexible hybrid working arrangements are available.

If you're interested in this opportunity or wish to learn about other roles, please contact us with your CV.