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Permanent

Senior Financial Planning Administrator

tPS Recruitment
Bristol
money-bag £35000 Annual
Posted: 16 July 2026 (Today)
Closing date: 15 August 2026
Ref: 3139928559

Experience within a Financial Planning / IFA environmentStrong administration backgroundHybrid role - An established, values-led financial planning firm is looking for an experienced Senior 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 financial planning administrator looking for a senior operational role without moving away from administration, we''d love to hear from you. ..... full job details .....

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