Posted: 11/06/26
Recruiter: tPS Recruitment
Reference: 3121139279
Type: Permanent
Salary: £32,000 - £37,500 Annual
Location: Bristol
Description:
- Experience within a Financial Planning / IFA environment
- Strong administration background
- Hybrid 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 background
- Organised, efficient and process-minded
- Confident working closely with advisers
- Collaborative, approachable and supportive
- Open to improvement and positive change
The Role:
- New business processing and adviser support
- Client documentation and workflow management
- Supporting operational improvements and team consistency
- Helping improve communication, processes and efficiency
Competitive 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.
