IFA Administrator in Greater Bristol Area

Job description

Paraplanning Administrator

Financial Planning

Competitive Salary

Bristol

We’re currently working with a highly regarded and forward-thinking financial planning firm in Bristol that’s looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity to join a supportive and professional team, playing a key role in the end-to-end administration of the financial advice process, with a particular focus on new business processing.

As a Paraplanning Administrator, you’ll support paraplanners and advisers in delivering a seamless client experience. You'll be responsible for managing the submission and tracking of new business applications, liaising with providers, and maintaining accurate client records throughout the process.

About You:

• Previous experience in a financial planning or wealth management environment
• Strong knowledge of new business submission and processing
• Excellent attention to detail and organisational skills
• Confident communicator, comfortable liaising with providers and clients
• Experience with Intelligent Office or similar systems (desirable)

What’s on Offer:

• Competitive salary based on experience
• Discretionary bonus and strong benefits package
• Supportive working culture with long-term development opportunities

If you're an experienced administrator in financial planning and have a solid track record in new business processing, we’d love to hear from you. Apply today or get in touch for a confidential conversation.

Extra information

Status

Open

Education Level

Secondary School

Location

Greater Bristol Area

Type of Contract

Part-time jobs

Published at

17-08-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English