Eden Rose

Financial Planning Administrator Bristol Up to 32k A respected and growing independent financial advisory firm based in Bristol is looking to recruit a Financial Planning Administrator to join their team. This is a great opportunity for someone with 1-2 years' experience in financial services administration, ideally within an IFA environment. You'll be joining a small, collaborative team where you'll play a key role in supporting advisers and delivering a high standard of service to clients. Key Responsibilities: Maintain accurate client records and prepare files for meetings Manage provider correspondence, including letters of authority Act as a key contact for clients and providers Process applications, payments, and ensure compliance checks (AML) Produce valuations, reports, and keep clients updated Support advisers with post-meeting administration and follow-ups Liaise with third parties, including legal professionals Skills & Experience (Essential): Previous experience in a financial services or IFA administration role Strong written and verbal communication skills Excellent organisational and time management abilities High attention to detail and accuracy Self-motivated with the ability to work independently Good IT skills and ability to learn new systems Team-oriented with a positive attitude Understanding of the financial planning process Desirable: Experience with back-office systems such as Intelliflo Working towards Level 4 Diploma in Financial Planning Relevant financial services qualifications (e.g. CF1) What's on Offer: Salary: £28,000 - £32,000 (depending on experience) Bonus structure Exam/study support Full-time (35 hours per week) Part-time (4 days per week) considered Hybrid working available post-probation Supportive and friendly team environment This is an excellent opportunity for a Administrator looking to join a professional and supportive firm with a strong reputation in the market. Apply now for further details.