Financial Services Administrator
1 month ago
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
- 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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