Financial Planning Administrator

Financial Planning Administrator
Location: Bristol
Contract: Permanent
Salary: £28,000 - £32,000 per annum   
Start Date: Flexible
Contact: greg.waite@servicecare.org.uk

Job Description
Service Care Solutions are recruiting on behalf of an established Independent Financial Adviser firm based in Bristol for a Financial Planning Administrator. The firm specialises in supporting retiree clients and is led by a Chartered Financial Planner with over 20 years’ experience.

This role would suit someone with 1–2 years’ experience in financial services administration, ideally within an IFA environment, who enjoys working in a small, values-driven team with a strong focus on family, community, and client care.

Key Responsibilities

• Maintain accurate and up-to-date client records.
• Prepare client files in advance of adviser meetings.
• Manage Letters of Authority (LOA) requests and processing.
• Act as a key point of contact between clients and providers.
• Ensure money laundering checks are completed in line with regulations.
• Process application forms and client cheques.
• Keep clients informed of progress and issue documentation promptly.
• Carry out monthly policy valuation updates on the client database.
• Produce accurate valuation and progress reports.
• Act as first point of contact for administration-related client queries.
• Conduct post-meeting debriefs with the adviser, ensuring records are updated.
• Liaise with external legal associates to support estate planning documentation.

Candidate Criteria

• Previous experience working within an IFA firm.
• 1–2 years’ experience in financial services administration.
• Excellent verbal and written communication skills with a professional telephone manner.
• Strong organisational and planning skills with the ability to prioritise workload.
• High attention to detail and accuracy.

If you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed