Administrator - Financial Services/pensions

2 weeks ago


Bath Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

Job Description Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service.

As the service they offer clients continues to grow, they are looking to grow the platform team to support with acquisitions and mergers. You will work closely alongside the Platform manager to provide platform admin support, and help manage client transfers and transactional processes.
Discretionary bonus
~ Hybrid working
~25 days annual leave +/- 5 days
~Private medical insurance
~5% pension contribution
~ Personal development progression opportunities
~ Additional benefits scheme including discounted gym, cycle to work etc.


Experience working in Financial Planning/Service essential



  • Bath, Somerset, United Kingdom CleverHR Full time

    A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full training will be provided and this is an office-based role Financial Services Administrator -...


  • Bath, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title : Graduate Financial Administrator Industry : Financial Services Location : Bath Salary : Up to £23,000 Job Ref : 9060 Job Description : Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford,...


  • Bath, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title : Graduate Financial Administrator Industry : Financial Services Location : Bath Salary : Up to £23,000 Job Ref : 9060 Job Description : Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford,...


  • Bath, United Kingdom Juice Recruitment Ltd Full time

    Are you seeking a new challenge working in a dynamic and fast-paced environment? Juice is delighted to be recruiting for 2 new Pension Admin roles in central Bath. The roles have arisen due to sustained business growth and at a time when the company launches the administration of its own SIPP. The role will see you supporting top tier firms of financial...


  • Bath, Somerset, United Kingdom CleverHR Full time

    A great opportunity if you are looking to begin your career within Financial Services, or if you’re looking for a change in direction from your current job role. Good administration skills are a prerequisite, and amazing communication skills is a must! Full training will be provided and this is an office-based role Financial Services Administrator -...


  • Bath, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title : Graduate Financial Administrator Industry : Financial Services Location : Bath Salary : Up to £23,000 Job Ref : 9060 Job Description : Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or...


  • Bath, Somerset, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title : Graduate Financial Administrator Industry : Financial Services Location : Bath Salary : Up to £23,000 Job Ref : 9060 Job Description : Recruit UK is proud to be working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Chelmsford, Cheltenham or...

  • Client Services

    1 week ago


    Bath, United Kingdom Juice Recruitment Ltd Full time

    Would you be interested to join a dynamic and growing financial services company, steeped with expert knowledge in investments and pensions? Juice is excited to be supporting a well-known Financial Services in their search for a vibrant and switched on individual to join their Client Services Team. This role has arisen due to growth and sustained new...


  • Bath, United Kingdom MB Fitzgerald Full time

    We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK. They are now seeking to recruit an Administrator who can join one of their growing...


  • Bath, United Kingdom mbf. Full time

    We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and officesacross the UK. They are now seeking to recruit an Administrator who can join one of their growing...


  • Bath, United Kingdom Novia Financial Full time

    **About us** We’re an award-winning financial technology company based in the heart of beautiful Bath. We provide Financial Advisers with the technology, trading capabilities and service to help deliver great customer outcomes to their clients. We’re determined to deliver technology that will keep us at the forefront of Intelligent Wealth Management...


  • Bath, United Kingdom mbf. Full time

    Mbf are working with a national financial planning organisation in Bath to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve working...

  • Group Pensions

    1 month ago


    Bath, United Kingdom CAPIO RECRUITMENT LIMITED Full time

    **Job Title: Group Pensions / EB Administrator** **Salary: £23,000 - £27,000** **Location: Bath** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...


  • Bath, Somerset, United Kingdom Search Full time €30,000

    Client Administrator, Bath Office, up to £ 30,000 Role purpose: To provide administration support to the Planner and Technical Support team. To promote the Company in a good light. Remain customer service focused at all times and always ensure empathy with our customer's needs. To have a thorough understanding of the sales process, client file...


  • Bath, United Kingdom Novia Financial Full time

    Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well? **Working hours are Monday-Friday 8.30am-5pm and this is for a 9 month FTC.** **About us** We’re Novia. An...


  • Bath, United Kingdom Novia Financial Full time

    Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being able to have the office environment and morale needed as well? **Working hours are Monday-Friday 8.30am-5pm**.** **About us** We’re Novia. An award-winning financial...


  • Bath, United Kingdom Novia Financial Full time

    Customer Services Admin **Reports to: Team Leader** **Main Location: Bath hybrid working 2 days in office 3 days at home** **Salary: £21,255 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still being...


  • Bath, Somerset, United Kingdom CleverHR Full time

    Hybrid Working We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities ...


  • Bath, Somerset, United Kingdom CleverHR Full time

    Hybrid Working We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them Overview To provide administration support to the Wealth Client Executive and Financial Planner(s) in the delivery of service to their clients Key Responsibilities ...


  • Bath, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: SHO00GU Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status : On site Salary Amount : £25,350 - £31,044 ** Description**:** Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary:...