Investments Administrator

About Our TeamA dynamic and supportive team is seeking an experienced administrator to join their ranks. Based in the picturesque city of Bath, the team specializes in all aspects of savings, investments, and retirement planning.The successful candidate will have a strong background in finance and administration, with previous experience in a similar role....

**Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **About us** At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our...

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. Would would be joining a friendly team based in Bath. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to...

We are recruiting for a skilled Financial Services Administrator to work with our client's IFA firm. As a key member of the team, you will be responsible for providing administrative support and contributing to the growth and success of the business.About the CompanyOur client's company specializes in all aspects of savings, investments, and retirement...

**Job Title:** Administration and Operations LeadJob Summary:We are looking for an experienced Administration and Operations Lead to join our team at Novia Financial plc. As an Administration and Operations Lead, you will be responsible for managing the day-to-day activities of the administration team and ensuring they meet the required service levels.Key...

Programmes Administrator **About the role**: The Faculty of Science is looking for a proactive and self-motivated Programmes Administrator to join our Taught Programmes Team in this part time (0.8FTE), permanent post. You will play a key role, working closely with other team members and academic staff to ensure the smooth and efficient administration and...

**Role: Receptionist/Administrator** **Location: Pemberley Place Bath** **Hourly rate: £12.00 Per hour** **Hours: 35 hours per week** About the role Reporting to the Estate Manager, there will be ample opportunity to shine and build on your already impressive abilities as you provide a responsive and effective administrative service. Specifically you...

We are seeking an experienced administrator to join our team at a leading IFA firm in Bath. As a key member of our team, you will play a crucial role in implementing new business and working with clients to achieve their financial goals.Key ResponsibilitiesImplementing new business and working with investment and pension productsProviding exceptional...

Job Title: IFA Administrator Location: Bath **Salary**: £24,000 - £27,000 Job Reference: 8660 **Job Description**: Recruit UK is working on an excellent opportunity for an IFA Administrator to join a leading Wealth Management firm to join their team in Bath. Our clients specialise in wealth management, investments, and employee benefits, and work...

About the RoleThe successful candidate will oversee the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...

**35 hours per week** **About the role** Reporting to the Estate Manager, there will be ample opportunity to shine and build on your already impressive abilities as you provide a responsive and effective administrative service. Specifically you will: - Support the Estate Manager across the full spectrum of administrative tasks - including filing,...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely with...

About the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key...

**Senior Financial Planning Administrator, Bath** **£24,000 - £27,000 p.a. DoE plus discretionary bonus** **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 paraplanners...

Client Services Administrator **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **Salary: £23,000 - £28,000 (depending on experience) + Bonus + Excellent Benefits** **Training: In office for 5 days a week during training programme** **Join our Dynamic Team...

Exciting Opportunity in Financial ServicesAn experienced IFA administrator is required to join a reputable firm specializing in savings, investments, and retirement planning. This role offers a chance to work with a friendly team based in the South West region of England.This company prides itself on its positive culture and provides opportunities for growth...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

**About us** At Wealthtime, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us on our journey. With new ownership since 2021 and substantial investments of over £17m into the...

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the...

We are looking for a software asset administrator to join our IT team and help us optimise our software investments and reduce risks. You will be responsible for maintaining an accurate inventory of our software assets, ensuring compliance with licensing agreements, and identifying opportunities for cost savings and efficiency improvements. You will work...