Financial Planning Administrator - #2095230

tPS Recruitment


Date: 20 hours ago
City: Bristol
Salary: £28,000 - £32,000 / year
Contract type: Full time
Work schedule: Full day
tPS Recruitment
  • Experience within a Financial Planning / IFA environment
  • Strong administration background
  • Hybrid role - min 1 day a week in the office

An 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 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 professional within financial services looking, we’d love to hear from you.

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Shift Electrical Engineer

Michael Page Engineering & Manufacturing,
£50,000 - £50,384 / year
12 hours ago
The Electrical Shift Engineer will be responsible for maintaining and repairing electrical systems and machinery within the industrial and manufacturing environment. This role in Bristol requires technical expertise to ensure the smooth and efficient operation of equipment. Client Details This...
Michael Page Engineering & Manufacturing

Sous Chef

Compass Group UK,
1 day ago
Sous Chef - MOD Abbey Wood £34400 per annum/ 40 hours per week Shift pattern: 7am to 3.30pm We’re searching for an ambitious Sous Chef to join our team. You’ll help craft exceptional dishes using the freshest ingredients, support the...
Compass Group UK

Mental Health Support Assistant (SEMH Schools) - Bristol

Teaching Personnel,
£92 - £120 / day
1 day ago
Mental Health Support Assistant (SEMH Schools) – Bristol Full-Time | Term-Time Only | Long-Term Roles £92–£105 per day | Immediate / September Starts Start your career in mental health, psychology and education while making a real difference Are you looking...
Teaching Personnel