Job Title: Financial Planning Administrator
Location: Bristol
Salary: Up to £36,000
Job Ref: 10305
The Opportunity
This is an opportunity to join a rapidly growing, acquisitive wealth management firm that has quickly become one of the most talked-about names in the UK Financial Planning market.
Backed by significant investment and with a clear growth strategy, the business has expanded nationally through a series of high-quality acquisitions, bringing together well-regarded advice firms under one modern, forward-thinking group.
Their Bristol office is continuing to grow, and they are now looking to strengthen their back-office team with an experienced Financial Planning Administrator.
This is a great opportunity for someone who wants to be part of a scaling business with genuine career progression, rather than a static IFA practice.
The Role
You’ll play a key role in supporting Financial Planners and ensuring a smooth client journey from initial enquiry through to implementation.
Responsibilities include:
- Preparing documentation for client meetings (new and existing business)
- Managing and updating client records on Intelligent Office
- Issuing Letters of Authority (LOAs)
- Processing new business applications and submissions
- Liaising with providers, advisers, and clients to keep cases progressing
Why This Role Stands Out
- Join a high-growth national firm with strong financial backing
- Be part of a modern, evolving business (not a traditional IFA setup)
- Clear opportunity to progress as the Bristol office expands
- Work within a structured, well-supported back-office team
Benefits
- Salary up to £36,000
- Discretionary bonus
- Private medical insurance
- 25 days holiday + bank holidays + Christmas closure
- Hybrid working (3 days office / 2 from home)
- 7.5% pension contribution
- Full exam support and long-term development
About You
- Experience working as a Financial Planning Administrator is essential
- Comfortable using Intelligent Office
- Strong understanding of financial planning products and UK regulations
- Organised, detail-focused, and confident managing multiple cases
Job Types: Full-time, Permanent
Pay: £32,000.00-£36,000.00 per year
Application question(s):
- Are you an experienced IFA / Wealth administrator?
Work Location: Hybrid remote in Bristol BS1
