Financial Services Administrator

1 month ago


Bath, Bath and North East Somerset, United Kingdom CV Library Full time
Exciting Opportunity for an IFA Administrator

An exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Bath, specialising in savings, investments, and retirement planning.

Key Benefits:
  • Competitive salary up to £32,000
  • Generous holiday entitlement of 28 days plus bank holidays
  • Life assurance and income protection
  • DIS and pension schemes
  • Flexible benefits platform
  • Hybrid working arrangement with 2 days in the office
  • Exam support after probationary period
Requirements and Skills:
  • Previous experience in a similar role within an IFA practice
  • Knowledge of investment products, including ISAs, pensions, and bonds
  • Confident and competent communication skills, both verbal and written
  • Desirable: Financial Services qualifications

If this specific role is not the perfect fit, please refrain from contacting us regarding other opportunities. We also offer a referral scheme, where you can earn £200 if we assist your friend or colleague 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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