Financial Planning Administrator
5 days ago
LocationBath Salary £29000 - £33000 TypePermanent WorkplaceHybrid Ref87618 Recruiter Managing This Role 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 join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboarding and to advance your knowledge/ career. Benefits: £28,000 £33,000 28 days holiday plus bank holidays Life assurance Income protection DIS Pension Flexible benefits platform Hybrid working 2 days in the office Exam support and £250 bonus after each exam passed Skills: Previous experience in a similar role within an IFA Practice Experienced in implementing new business Knowledge of investment and pension products Confident and clear communication skills, verbal and written Any Financial Services qualifications are desired If this specific Client Service Admin vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that arent necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support #LI-LW1 #LI-hybrid
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Financial Planning Administrator
2 weeks ago
Bath, United Kingdom The Oakfield Group Full time**Job Overview** We are seeking a Finance planning Administrator to join our team in supporting the financial adviser operations of our organisation. This role offers an opportunity to contribute to the financial health and success of the company. **Duties**: - Assisting with day-to-day financial tasks and transactions - Processing invoices and expense...
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Financial Planning Administrator
3 days ago
Bath, United Kingdom Idex Full timeAn opportunity to join an award winning financial planning team has become available in their office in Bath and London. If you are looking for a rewarding career with a business that offers full support and development with exams and a career pathway then please click apply! Your role will be to assist the Financial Advisers by providing full...
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Financial Planning Administrator
1 week ago
Bath, United Kingdom Idex Full timeAn opportunity to join an award winning financial planning team has become available in their office in Bath! If you are looking for a rewarding career with a business that offers full support and development with exams and a career pathway then please click apply! Your role will be to assist the Financial Advisers by providing full administrative support...
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Financial Planning Administrator
3 days ago
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Administrator - Financial Services
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Financial Services Administrator
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Bath, United Kingdom mbf. Full timeWe are working with a very successful Financial Planning/Wealth Management organisation in the centre of Bath to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and officesacross the UK. They are now seeking to recruit an Administrator who can join one of their growing...
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Client Services Administrator
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Client Services Administration Team Leader
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Customer Services Administrator
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