https://jobs.co.uk/job/financial-planning-administrator-cv-elite-limited--1993a0a3-e23d-4259-b7b7-1277e20ee758 RSS feed for Financial Planning Administrator at CV Elite Limited. en-gb Wed, 27 May 2026 05:52:29 GMT https://jobs.co.uk/job/financial-planning-administrator-cv-elite-limited--1993a0a3-e23d-4259-b7b7-1277e20ee758 https://jobs.co.uk/job/financial-planning-administrator-cv-elite-limited--1993a0a3-e23d-4259-b7b7-1277e20ee758 Sat, 23 May 2026 11:52:02 GMT Location: Bristol | Salary: 37000.00-37000.00 Annual | Type: Permanent | The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful Client Relationship Manager will develop strong relationships with a varied portfolio of existing clients, servicing their on-going needs and ensuring they are receiving a service of the highest standard. You will be responsible for collating paperwork and actioning all tasks arising from client meetings, completing the non-technical elements of reports, chasing policy providers and overseeing the throughput of work, ensuring all tasks are completed to the required time and quality standards. The Person: we are looking for a highly experienced Client Relationship Manager / Financial Planning Assistant / Financial Planning Administrator/Paraplanner (or similar), with a minimum of 3 years exper... Permanent