We are seeking a Financial Services Administrator to join a well-established and truly independent financial planning firm in Bath.
This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.
Key Responsibilities
- Provide full administrative support to financial advisers and clients
- Handle client queries and maintain regular client contact
- Manage documentation, reports, and client records with accuracy and professionalism
- Assist with preparation of client meetings and follow-up actions
Requirements
- Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred
- Good understanding of financial services and ambition to build a long-term career in the sector
- Ambitious graduates seeking their first role in financial services will also be considered
- Strong communication, organisational, and administrative skills
What’s on Offer
- Competitive salary up to £35,000 – dependant on experience
- Discretionary bonus
- Full training and support for market exams
- Clear career progression opportunities with a company known for internal promotions
- Company benefits package
This is a fantastic opportunity to join an established financial planning practice that has an excellent reputation and where you can have a long-term career. The client will provide you with first class on the job training, support for market exams and they actively encourage progression within the business.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
