Adzuna

Financial Planning Administrator

CV Elite Ltd
Bristol, UK
£45,000 – £45,000
about 5 hours ago
Accounting & Finance Jobs

Skills & Technologies

Financial Planning

Job Description

The Role: I am recruiting an experienced Financial Planning Administrator / Financial Planning Assistant, to join the team at Nicholls Stevens, a well-established, boutique, Independent Financial Planning firm based in Bristol (BS1). This role, internally titled Client Relationship Manager, is highly varied and responsible, supporting a highly experienced Financial Planner who is also the Managing Director of the business, in delivering an exceptional financial planning service. The successful …

Company & Role Analysis

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Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

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