Financial Planning Administrator

  • Location

    Bath

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £20000 - £25000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3112_1633592210

  • Published:

    12 days ago

  • Expiry date:

    2021-11-06

  • Startdate:

    ASAP

  • Consultant:

    Thomas Williams

An award-winning Financial Planning practice based in the centre of Bath are currently in the market to recruit a Financial Planning Administrator to join their growing team. The organisation is well established, they have a national presence and work at the top end of the market.

They are looking to recruit an experienced Administrator who can work on a 1-2-1 basis with a successful Financial Adviser. The role will be to provide full support to the Adviser and act as a first point of contact for clients.

To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.

The client can offer a competitive basic salary up to £25,000 + bonus and good company benefits. They offer a supportive working environment and first class training, you will be supported with any market exams you wish to take and there will be plenty of opportunities for progression.