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Wealth Planning Admin | Hybrid | Path
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-14
Listing for:
Eden Rose
Full Time
position Listed on 2026-01-14
Job specializations:
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Administrative/Clerical
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Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A wealth management firm in Bath is looking for an experienced IFA Administrator to support their advisers and paraplanners. In this hybrid role, you will ensure client solutions are aligned with long-term objectives while leveraging your expertise in financial products and planning software. The position offers a salary of £28,000 to £35,000 along with opportunities for professional development, including studying towards the Level 4 diploma.
Hybrid working and a supportive team culture are also part of the package.
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