Financial Planning Administrator

LocationBath Salary £28000 - £32000 TypePermanent WorkplaceHybrid Ref86754 Recruiter Managing This Role An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning.
Would would be joining a friendly team based in Bath.This company prides itself on the amazing culture they have developed over the years.
They would like another friendly individual to join them, where you can have fun and grow.
This is an established company with L&D and team leaders to help support you through onboarding and to advance your knowledge/ career.
Benefits: £28,000 £32,00028 days holiday plus bank holidaysLife assuranceIncome protectionDISPensionFlexible benefits platformHybrid working 2 days in the office Exam support and £250 bonus after each exam passed Skills: Previous experience in a similar role within an IFA PracticeExperienced in implementing new business Knowledge of investment and pension productsConfident and clear communication skills, verbal and writtenAny Financial Services qualifications are desired If this specific Client Service Admin vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that arent necessarily advertised; you can send your CV to this vacancy or contact us directly.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support#LI-LW1 #LI-hybrid