current vacancies

Financial Planning Administrator

Harold Stephens is an established IFA firm helping retiree clients predominantly local to our office on the High Street in Westbury on Trym. Our entrepreneurial Director, Richard Higgs is a Chartered Financial Planner with over 20 years’ experience, and he is currently seeking to take on a financial planning administrator due to our substantial, sustained growth and progression of current employees.

The ideal candidate will be a confident self-starter with 1 -2 years’ experience in financial services administration, preferably in an IFA setting. The role would suit someone who is not averse to working in a small team, and who shares our same values and beliefs with family and community at the heart of everything we do.

We are looking for someone with impeccable verbal and written communication skills with a great telephone manner. The ability to organise and plan efficiently are a must as is a positive attitude and the ability to work effectively to deadlines and prioritise your workload.

Key responsibilities:

Maintenance of all client records

• Preparing client files for meetings

• Managing letters of authority requests and processing

• Act as client’s contact to providers

• Ensure money laundering checks are carried out

• Process application forms and client cheques

• Keep client informed of progress and send any documentation required efficiently.

• Carry out monthly policy valuation updates on client database.

• Produce accurate valuation reports

• Be the first point of contact for administration related queries for clients

• Carry out debriefs with the adviser after meetings, ensuring records are kept up to date.

• Liaise with our external legal associates to produce estate planning documents.

Experience/Key skills

Essential:

Evidence of commitment to previous employers.

• Excellent communication skills, both verbal and written, and ability to communicate with colleagues and clients at all levels

• Self-motivated, with an ability to work and think under own initiative

• Understanding of financial planning process

• Ability to work within agreed business processes

• Attention to detail and accuracy

• Able to work methodically, accurately and neatly

• Good IT skills

• Ability to work to agreed outcomes without supervision

• Able to work as part of a team

• Previous experience of working in IFA company

Desirable:

·        Experience using Intelliflo database.

Qualifications

Desirable:

·        Working towards Level 4 – Diploma in Financial Planning/Regulated Financial Planning

·        CF1 certificate

What can we offer you?

·        £28 - £32k per annum depending on experience

·        Bonus structure

·        25 days holiday plus bank holidays

·        Pension 5% employer contribution

·        Exam support

·        Full time – 35 hours per week. Part time considered for 4 days per week

·        A friendly and supportive team, enjoying regular team activities

·        Work from home one day a week, once probation is passed

How to apply

Please send your CV to support@haroldstephens.co.uk, by the end of January 2026.

We will be handling the recruitment process for this role in-house. We kindly request that agencies or recruiters refrain from contacting us regarding this position.

Harold Stephens is an equal opportunities employer and is committed to a policy of treating all its employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age or perceived age, marital or civil partnership status or disability.