IFA Administrator

Location:

Bath

Salary: £25,000 – £35,000

Type:
Permanent

Workplace:
Hybrid

Reference: 89525

Recruiter:
Managing This Role

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well‑being.

As a Financial Planning Administrator based in our Bath office, you’ll play a key role in supporting the advisers and paraplanners to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long‑term objectives.

• Up to £35,000
• Hours:
  
  9 to 5pm
• Hybrid working
• Open to part time or full time applicants
• Pension contribution
• PMI
• DIS
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to study towards the Level 4 diploma

• Proven experience within an advisory or wealth management environment.
• Good understanding of financial products, investment & pensions.
• Experience using Excel.
• Proficient in using financial planning software and CRM systems.

Apply today to be considered for this IFA Admin opportunity. If this particular vacancy isn’t the perfect fit, please still get in touch; we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Technical Admin, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support