Financial Services Administrator

Bristol - Onsite, Permanent, Full-time

£25,000 – £35,000 (DOE) + benefits

Long-term progression and support towards industry qualifications.

About the Opportunity:

We are recruiting on behalf of a growing and well-established financial planning business seeking a Financial Services Administrator to join their client support team.

The Financial Services Administrator role is ideal for someone with operations/administration experience who enjoys working closely with clients, is highly organised, and wants to develop their career within Financial Planning and wealth management. The role is a mix of client relationship management and financial services administration, supporting Financial Advisers and Paraplanners with tasks such as arranging client meetings, preparing review packs, managing client records, handling enquiries, and overseeing the client review process.

Financial Services Administrator - Roles ...