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Financial Planning Administrator

2 months ago

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

Exciting Opportunity for a Financial Planning Administrator

We are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team in Bath as a Financial Planning Administrator.

About the Company

This company prides itself on its amazing culture, which has been developed over the years. They value their team members and provide opportunities for growth and development. The company offers a range of benefits, including:

  • Competitive Salary - up to £32,000
  • Generous Holiday Allowance - 28 days plus bank holidays
  • Life Assurance
  • Income Protection
  • Disability Insurance
  • Pension Scheme
  • Flexible Benefits Platform
  • Hybrid Working - 2 days in the office
  • Exam Support after probationary period

About the Role

The ideal candidate will have previous experience in a similar role within an IFA practice. They will have knowledge of investment products, including ISAs, Pensions, and Bonds. The successful candidate will be confident and competent in their communication skills, both verbal and written. Any Financial Services qualifications are desirable.

What We Offer

As a Financial Planning Administrator with our client, you will have the opportunity to work with a highly regarded IFA firm. You will be part of a team that values its employees and provides opportunities for growth and development. If you are looking for a new challenge and want to join a company that values its employees, please apply for this exciting opportunity.