Client Support Administrator - #2110599
tPS Recruitment
Date: 3 weeks ago
City: Bristol
Salary:
£28,000
-
£32,000
/ year
Contract type: Full time
Work schedule: Full day
- 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.
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