Financial Planning Administrator

An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in central Bath.

This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboard and to help you advance your knowledge/ career.

Benefits:

• Up to £32,000
• Hybrid working - 2 days in the office
• 28 days holiday plus bank holidays
• Life assurance
• Income protection
• DIS
• Pension
• Flexible benefits platform.
• Exam support after the probationary period, then a bonus for each exam passed the first time

Skills/ Requirements:

• Previous experience in a similar role within an IFA Practice
• Knowledge of investment products ISAs, Pensions, Bonds
• Experienced in processing / implementing new business
• Confident and competent communication skills, verbal and written
• Any Financial Services qualifications are desired

If this specific IFA administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support