Financial Administrator in Bristol - Recruit UK

Job Title: Administrator

Location: Bristol (Pill)

Salary: Circa £30,000 (negotiable depending on experience)

Reference: 10030

Recruit UK are working on an exciting opportunity for an experienced Administrator to join a highly respected financial planning firm based in Bristol (Pill).

This firm has a strong reputation for delivering exceptional financial advice and prides itself on providing an outstanding client experience. As an Administrator, you’ll play a key role in supporting advisers and paraplanners, ensuring the smooth running of client processes and helping maintain the firm’s high standards of service.

Duties:

• Preparing and processing paperwork for client meetings and applications
• Submitting business online and liaising with providers to ensure timely progress
• Managing client communications by phone and email, handling non-advice queries
• Collating research for recommendations and producing product quotations
• Maintaining and updating client records on the back-office system (Intelligent Office)
• Assisting with death claims and liaising with executors where required
• Producing management information (MI) reports for advisers
• Ensuring compliance with FCA guidelines and company procedures

What’s on offer:

• Salary: Circa £30,000 (higher for experienced candidates)
• Hybrid working: 4 days in the office, 1 day working from home
• 21 days holiday (plus Christmas office closure and bank holidays)
• Exam funding & professional development support
• Free parking
• 4x Death in Service & Critical Illness Cover

About you:

• Previous experience in administration (financial services experience preferred)
• Excellent attention to detail and organisational skills
• Strong written and verbal communication skills
• Confident using Microsoft Word, Excel, and CRM systems
• A proactive, can-do attitude with the ability to manage your own workload
• Professional, reliable, and committed to delivering excellent client service

This is a fantastic opportunity to join a friendly and professional firm that truly values its people, offering genuine career progression and support for further development within financial services.