More jobs:
Client Onboarding & Planning Support; Hybrid
Job in
Bath, Somerset County, BA1, England, UK
Listed on 2026-02-03
Listing for:
Saltus
Full Time
position Listed on 2026-02-03
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
A financial planning firm in Bath seeks a planning support administrator to join their team. The ideal candidate will possess exceptional communication skills and a delivery-focused mindset in a financial planning environment. Responsibilities include providing excellent client service, onboarding clients, and fostering effective relationships with team members. The position offers a salary between £28,000-£32,000, hybrid working arrangements, and benefits including 25 days' holiday, life assurance, and pension.
If you want to be part of a supportive and fun workplace, we’d love to hear from you.
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