Financial Planning Administrator

TN United Kingdom; Bath; Hybrid; GBP 29,000 - 33,000; Full time

Job summary

A respected IFA firm based in Bath seeks an IFA administrator to join its collaborative and supportive team. The successful candidate will contribute to the delivery of exceptional client service, with ample opportunities for professional growth and a rewarding employment experience. Benefits include flexible working, generous holiday, and exam support.

Benefits

28 days holiday plus bank holidays

Life assurance

Income protection

Pension

Flexible benefits platform

Exam support and £250 bonus after each exam passed

Qualifications

• Experience in a similar role within an IFA practice is essential.
• Knowledge of investment and pension products required.
• Financial Services qualifications are desirable.

Responsibilities

• Join a friendly team to assist in client service and administration in finance.
• Support the implementation of new business processes.
• Communicate effectively with clients and team members.

Skills

Previous experience in a similar role within an IFA Practice

Experience in implementing new business

Knowledge of investment and pension products

Confident and clear communication skills, verbal and written

Financial Services qualifications

Job description

Location

Bath

Salary £29,000 - £33,000

Type: Permanent

Workplace: Hybrid

Ref: 87618

Recruiter Managing This Role

An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning. You would be joining a friendly team based in Bath.

This company prides itself on the amazing culture they have developed over the years. They are looking for 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 support you through onboarding and to advance your knowledge and career.

Benefits:

• £28,000 - £33,000
• 28 days holiday plus bank holidays
• Life assurance
• Income protection
• DIS
• Pension
• Flexible benefits platform
• Hybrid working: 2 days in the office
• Exam support and £250 bonus after each exam passed

Skills:

• Previous experience in a similar role within an IFA Practice
• Experience in implementing new business
• Knowledge of investment and pension products
• Confident and clear communication skills, verbal and written
• Financial Services qualifications are desirable

If this specific Client Service Admin 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

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