Administrator – Financial Services Support

About the role

We are seeking an experienced Administrator to join a respected financial planning firm in Pill, Bristol. You will support advisers and paraplanners, ensuring client processes run smoothly and the firm maintains its high service standards.

Key responsibilities

• Prepare and process paperwork for client meetings and applications.
• Submit business online and liaise with providers to ensure timely progress.
• Manage client communications by phone and email, handling non‑advice queries.
• Collate research for recommendations and produce product quotations.
• Maintain and update client records in the Intelligent Office back‑office system.
• Assist with death claims and liaise with executors when required.
• Produce management information (MI) reports for advisers.
• Ensure compliance with FCA guidelines and company procedures.

Required profile

• Previous experience in administration, preferably within financial services.
• Excellent attention to detail and strong organisational abilities.
• Clear written and verbal communication skills.
• Proactive, reliable, and committed to delivering excellent client service.

Required skills

• Microsoft Word
• Microsoft Excel
• CRM systems (e.g., Intelligent Office)

What we offer

• Competitive salary around £30,000 (higher for experienced candidates).
• Hybrid working – 4 days in the office, 1 day remote.
• 21 days holiday plus Christmas closure and bank holidays, increasing with service.
• Exam funding, professional development support, and a workplace pension.
• Free parking, 4x Death in Service & Critical Illness cover, and flexible hours.