Financial Planning Administrator

Cavendish Maine • bristol, bristol • Posted July 01, 2026

Position Overview

My client are a well-established financial planning firm on the outskirts of Bristol that are looking to recruit an IFA Administrator to join their long-standing, friendly workforce.

This is an office-based role that will involve providing administrative support to the Financial Advisors and Paraplanners.


Specific Duties Include:

  • Preparing relevant paperwork for client meetings.
  • Submitting online app...






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