Financial Planning Administrator

Company: CV Elite Ltd
Apply for the Financial Planning Administrator
Location: Bristol
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 …

Posted: April 29th, 2026