IFA Administrator
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-01-14
Listing for:
Eden Rose
Full Time, Part Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Accounting & Finance
Job Description & How to Apply Below
IFA Administrator
Bath, hybrid
£28,000 - £35,000
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 their 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.
Benefits:- 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 b...
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