Junior Financial Planning Administrator– Bristol Office

recruitukltd Salary: £17k - £19k

Are you a Financial Services Administrator who has a background of working in an Assurance company, Building society, Financial or IFA firm? Do you have a knowledge of Financial services and products?

The firm I am representing, is looking for a professional and highly organised individual, to join their team in Bristol as a Financial Planning Administrator. An established financial and pensions business, they provide a boutique service to trustees and employers, focusing on delivering a professional and tailored service, so this role would suit an administrator who really wants to become an integral and loyal part of a team that they can grow in.

The Financial Planning Administrator will;

  • Provide assistance to team members and advisors.
  • Drafting letters and writing emails.
  • Maintaining and developing records.
  • Preparation of valuations for investment portfolios.
  • Co-ordinating the purchase and sale of investments.
  • Assisting the advisors with client meeting preparation.
  • Assistance with project work
  • Carrying out basic taxation calculations.


This role would suit someone who is looking to step up from an entry level administration role. You will be proficient in using technical systems, including Microsoft programmes; will be confident to prioritise and organize your workload, to meet standards and deadlines; and will be comfortable to work in a small team that requires taken part in a variety of tasks. The Financial Planning Administrator will also deal with clients over the phone from time to time, so it is essential to have clear verbal skills and a good telephone manner. Financial industry qualifications, or working towards them will be an advantage.

Salary for this role is c£17k – £18k, you will receive an extensive list of benefits that includes, pension scheme, life assurance cover and generous holiday allowance. Another positive factor of this role, will be the support you will receive and possibilities to develop your skills further to carve out your career in financial services.

Contact Lacey Catley at Recruit UK to find out more on this position on 01179-170412. Quote reference 11854

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