Senior Financial Planning Administrator

Capio Recruitment Financial Planning; Scotland; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A national wealth management firm is seeking a Senior Financial Planning Administrator to join their team in Bristol with hybrid working options. The role involves supporting Financial Planners, overseeing client onboarding and compliance, and mentoring junior staff. Ideal candidates will have proven experience in financial planning administration, exceptional attention to detail, and a proactive approach to their work.

Benefits

Hybrid working

Career progression opportunities

Collaborative office environment

Qualifications

• Experience in financial planning admin within an IFA or wealth firm.
• Confident handling new business processing and valuations.
• Comfortable supporting and mentoring junior team members.

Responsibilities

• Supporting Financial Planners with end-to-end client administration.
• Overseeing client onboarding, annual review prep, and compliance checks.
• Mentoring junior team members and supporting process improvements.

Skills

Attention to detail

Client onboarding

Proactive approach

Leading by example

Tools

CRM systems

Job description

Job Title: Senior Financial Planning Administrator - (Leadership)

• Bristol (Hybrid Working)
• Up to £35,000 + Benefits
• National Wealth Management Firm Progression People-Focused

Looking for a new admin role where your experience actually counts?

We're hiring a Senior Financial Planning Administrator to join a growing advice business in Bristol. This isn't just data entry and chasing providers. You'll be the right hand to a team of Financial Planners-while also using your knowledge to coach and support more junior team members.

If you've worked in a fast-paced financial planning environment, understand the ins and outs of client onboarding, valuations, and suitability reports-and enjoy being the go-to person in the room-this could be a great next step.
What you'll be doing:

• Supporting Financial Planners with end-to-end client administration
  
• Overseeing client onboarding, annual review prep, and compliance checks
  
• Working with internal teams to ensure smooth and timely service
  
• Acting as a mentor and point of contact for junior team members
  
• Helping to embed best practice and support process improvements
  

What you'll need:

• Proven experience in financial planning admin (ideally within an IFA/wealth firm)
  
• Confident handling new business processing, valuations, LOAs, and CRM systems
  
• Strong attention to detail and a proactive, can-do approach
  
• Comfortable supporting others and leading by example
  

What's on offer:

• Salary up to £35,000
  
• Hybrid working (office/home split)
  
• Supportive, collaborative office environment
  
• Opportunity to progress into leadership, paraplanning, or technical roles
  
• National firm with modern systems and big growth plans
  
• Great employee benefits and a people-first culture
  

Ideal for someone who loves the structure and detail of admin-but also wants a say in how things are done. If you're the person others turn to for help, this role will feel like home.

Apply now for a confidential chat, or message to find out more.