img
Permanent

Financial Planning Administrator

tPS Recruitment
Bristol
money-bag £28000 Annual
Posted: 01 July 2026 (Yesterday)
Closing date: 31 July 2026
Ref: 3130707091

Experience within a Financial Planning / IFA environmentStrong administration backgroundHybrid role - min 1 day a week in the officeAn established, values-led financial planning firm is looking for a Financial Planning Administrator to support continued business growth. This is a hands-on role for a strong administrator who enjoys high-quality client support, improving processes and helping teams work effectively together. About You:Experience within a Financial Planning / IFA environment is essential Strong administration backgroundOrganised, efficient and process-mindedConfident working closely with advisersCollaborative, approachable and supportiveOpen to improvement and positive changeThe Role:New business processing and adviser supportClient documentation and workflow managementSupporting operational improvements and team consistencyHelping improve communication, processes and efficiencyCompetitive salary, hybrid working, strong benefits and a supportive culture. If you''re an experienced professional within financial services looking, we''d love to hear from you. ..... full job details .....

Other jobs of interest...

Cranleigh Personnel
BristolYesterday
money-bag28000.00-28000.00 Annual
Grove Talent Solutions
ChippenhamYesterday
money-bag28000.00-28000.00 Annual
Financial Divisions
BristolYesterday
money-bag40000.00-40000.00 Annual
Cavendish Maine Recruitment
BristolYesterday
money-bag28000.00-28000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!