Wealth Planning Administrator

Wealth Planning Administrator Location: North Bristol, Hybrid Working

Salary: £30,000 to £45,000 depending upon experience

The Opportunity Our client, a growing Wealth Planning Practice, is looking to appoint a highly organised and personable PA/Wealth Planning Administrator to join their team.

This is a key role focused on delivering a high-quality client experience while supporting the Financial Adviser in maintaining long-term, trusted relationships with private clients.

If you enjoy building relationships, keeping things organised behind the scenes, and being central to a smooth, professional client journey, this role offers a strong blend of client interaction and operational responsibility.

The Role You will act as a main point of contact for clients, ensuring all servicing, communication and administration is handled efficiently and professionally.

Key Responsibilities Client Relationship & Servicing

• Act as a day-to-day contact for clients, providing a responsive and proactive service


• Maintain regular communication around reviews, documentation and ongoing servicing


• Build strong, lasting relationships through professional and personable interactions


• Coordinate annual and ad hoc client reviews, including preparation and follow-up


• Ensure clients are kept informed throughout their financial planning journey


• Handle client enquiries and escalate more complex matters where needed

Adviser & Practice Support

• Support Financial Advisers with client servicing and relationship management


• Prepare meeting packs, valuations, reports and client correspondence


• Monitor workflow pipelines and ensure tasks are completed within agreed timescales

What We’re Looking For • Experience within a Wealth Planning Practice

• Strong client service and relationship management skills


• Highly organised with excellent attention to detail


• Comfortable managing multiple priorities in a busy environment


• Confident communicator, both written and verbal

To find out more about the role, please apply.

PLEASE NOTE: Wealth Planning administration experience is essential. Please only apply if you have wealth planning experience, as unfortunately I cannot consider you for this role if you do not.

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