Financial Planning Administrator

{ “@context”: “http://schema.org”, “@type”: “JobPosting”, “title”: “Financial Planning Administrator”, “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 …

”, “datePosted”: “2026-05-03”, “hiringOrganization”: { “@type”: “Organization”, “name”: “CV Elite Ltd”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__422192317__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=22” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Bristol” } } }
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: May 3rd, 2026