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IFA Administrator & Client Services Specialist

Job in Penrith, Cumbria County, CA11, England, UK
Listing for: Bond Recruitment
Full Time position
Listed on 2026-05-07
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Bond Recruitment is seeking a Financial Administrator to join their team in Penrith. This role involves providing high-quality administrative support and acting as a point of contact for client queries related to pensions, investments, and protections. Responsibilities include client correspondence, processing new business, managing the adviser’s diary, and ensuring compliance with firm procedures. The position offers benefits including additional holiday leave, life assurance, and a pension plan.
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