Financial Services Administrator Role

4 days ago


Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full time

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 Company

Our client's company specializes in all aspects of savings, investments, and retirement planning. They offer a comprehensive package of benefits, including flexible working arrangements, career development opportunities, and a supportive team environment.

Key Responsibilities
  • Manage various administrative tasks, including data entry, report preparation, and client communication
  • Contribute to the implementation of new business strategies and initiatives
  • Develop and maintain knowledge of investment and pension products
  • Communicate effectively with clients and internal stakeholders
Compensation and Benefits

The estimated salary for this position is between £28,000 - £32,000 per annum, depending on experience. In addition to a competitive salary, the company offers a range of benefits, including 28 days holiday plus bank holidays, life assurance, income protection, and a pension scheme.



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