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Financial Planning Administrator & Client Liaison

Job in Bath, Somerset County, BA1, England, UK
Listing for: Lync Wealth Management
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
  • Administrative/Clerical
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Lync Wealth Management in Bath is looking for a Financial Planning Administrator to support advisers and paraplanners with various tasks. Responsibilities include acting as a liaison for clients, sending applications, and ensuring compliance with current regulations. Candidates should demonstrate strong communication, self-management, and IT skills, with a degree or relevant experience preferred. This role requires attention to detail and the ability to work effectively with clients and colleagues.
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