Senior Financial Planning Administrator

• Bristol (Hybrid Working)
• Up to £35,000 + Benefits
• National Wealth Management Firm | Progression | People-Focused

Looking for a new admin role where your experience actually counts?

We’re hiring a Senior Financial Planning Administrator to join a growing advice business in Bristol. This isn’t just data entry and chasing providers. You’ll be the right hand to a team of Financial Planners—while also using your knowledge to coach and support more junior team members.

If you’ve worked in a fast-paced financial planning environment, understand the ins and outs of client onboarding, valuations, and suitability reports—and enjoy being the go-to person in the room—this could be a great next step.

• Supporting Financial Planners with end-to-end client administration

• Overseeing client onboarding, annual review prep, and compliance checks

• Working with internal teams to ensure smooth and timely service

• Acting as a mentor and point of contact for junior team members

• Helping to embed best practice and support process improvements

• Proven experience in financial planning admin (ideally within an IFA/wealth firm)

• Confident handling new business processing, valuations, LOAs, and CRM systems

• Strong attention to detail and a proactive, can-do approach

• Comfortable supporting others and leading by example

• Salary up to £35,000

• Hybrid working (office/home split)

• Supportive, collaborative office environment

• Opportunity to progress into leadership, paraplanning, or technical roles

• National firm with modern systems and big growth plans

• Great employee benefits and a people-first culture

Ideal for someone who loves the structure and detail of admin—but also wants a say in how things are done. If you're the person others turn to for help, this role will feel like home.

Apply now for a confidential chat, or message to find out more.