Current jobs related to Financial Planning Administrator - Bristol, Bristol - CAP Resourcing LTD
-
Financial Controller
20 hours ago
Bristol, Bristol, United Kingdom Carbase UK Full timeFinancial ControllerSalary – Competitive (dependent on experience)40 hours per week, Monday to Friday.Join Our Award-Winning Team at CarbaseAre you ready to play a key role in shaping the financial success of the largest used-car supermarket in the South West? We are looking for a proactive and commercially driven finance leader to take ownership of our...
-
Associate Financial Planning Bestinvest Coach
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Full time £35,000 - £50,000 per yearCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose -...
-
Junior Financial Adviser
1 week ago
Bristol, Bristol, United Kingdom RGH-Global Limited Full time £45,000 - £90,000 per yearJunior Financial Adviser Location: Bristol (Hybrid / Flexible Working) Other locations may be consideredSalary: £35,000 £45,000 + benefits + study support Client Bank Provided The Company Our client is a highly regarded, forward-thinking wealth management firm with a strong reputation for delivering holistic financial planning and exceptional client...
-
Plan Specialist
5 days ago
Bristol, Bristol, United Kingdom Computershare Full time £30,000 - £60,000 per yearLocation: Bristol, UK (Hybrid)In this position, you'll be based in the Bristol office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at .We give you potentialFocusing solely on delivery to clients upgraded to EquatePlus, this role will involve working...
-
Plan Specialist
5 days ago
Bristol, Bristol, United Kingdom Computershare Full time £30,000 - £60,000 per yearLocation: Bristol, UK (Hybrid)In this position, you'll be based in the Bristol office for a minimum of three days a week, with the flexibility to work from home for some of your working week. Find out more about our flexible work culture at We give you potentialFocusing solely on delivery to clients upgraded to EquatePlus, this role will involve...
-
Administrator
1 week ago
Bristol, Bristol, United Kingdom Cardens Ltd Full time £25,000 - £28,000 per yearPosition: AdministratorLocation: Bristol, UKStarting Date: 1st December 2025Application Closing Date: 30th October 2025About Us:We are a small, well-established, family owned and run financial advisory and pension trustee firm dedicated to providing top-notch services to our clients. We really strive to personally engage with the clients that we serve and...
-
Client Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Full time £40,000 - £80,000 per yearCompany Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...
-
Finance Administrator
2 weeks ago
Bristol, Bristol, United Kingdom Long-term Teachers Full time £25,000 - £35,000 per yearFinance AdministratorAbout the Role:We are seeking a detail-oriented and proactive Finance Administrator to manage key financial processes, including Accounts Receivable, Credit Control, Payroll, and Invoicing. You will play a crucial role in ensuring smooth financial operations, timely payments, and accurate reporting.Key Responsibilities:Accounts...
-
Head of Planning
1 week ago
Bristol, Bristol, United Kingdom Babcock Full time £65,000 - £120,000 per yearJob Title: Head of PlanningLocation: Ashton Vale, Bristol + Hybrid Working ArrangementsCompensation: Competitive Salary + BenefitsRole Type: Full time / PermanentRole ID: SF 70230At Babcock we're working to create a safe and secure world, together, and if you join us, you can play your part as a Head of Planning at our Ashton Vale, Bristol site.The RoleAs...
-
Finance Administrator
1 day ago
Bristol, Bristol, United Kingdom Winford Church of England Primary School Full timeHours: 12 hours per weekContract: Permanent Salary: JG4, SCP7 (£26,403) – SCP11 (£28,142)Actual Salary: £7, £8,016.85 per annum, pro rataStart Date: As soon as possible, subject to pre employment checksThe RoleWinford Church of England Primary School, member of the Lighthouse Schools Partnership is seeking to appoint a Finance Administrator to...
Financial Planning Administrator
2 weeks ago
Financial Planning Administrator
Bristol (Wealth Management)
Hybrid
Are you passionate about client-centric financial planning support and ready to build your career within a respected wealth management environment in Bristol?
The Role
You'll be a key member of the advice delivery team – working closely with financial planners and paraplanners to deliver an outstanding client experience. Responsibilities will include coordinating new business and review workflows, managing client documentation and provider interactions, maintaining up-to-date records and correspondence, and helping ensure all regulatory and compliance steps are followed. You'll work in a supportive team with a clear path for professional development.
What We're Looking For
- Previous experience (ideally 1-3 years) in financial services, preferably within financial planning or wealth management operations.
- Strong organisational skills, excellent attention to detail and high standards of documentation.
- Confident communicator, able to build rapport with clients, advisers and providers.
- Comfortable using CRM/back-office systems, producing letters/forms, managing logs and chasing actions to conclusion.
- A desire for progression, and the mindset to contribute to a team delivering high-quality advice and client service.
What's On Offer
- Hybrid working
- Competitive salary complemented by benefits including pension, professional development support and the opportunity to enhance your career in financial planning.
- Join a culture focused on supporting clients for the long term, building trusted relationships and doing right by people.
If you're ready for the next step in your client-services or advice-support career in wealth management, send your CV or connect with me directly for an informal chat.
