We are delighted to be working with a forward thinking, fully independent and growing financial planning practice based in the heart of Bath. This is a well-established and highly successful firm with a fantastic reputation in the industry. They are an exciting company to work for and genuinely value and invest in their staff.
Due to continued growth, they are looking to recruit two IFA Administrators to join their friendly and professional team. In this role you will provide comprehensive administrative support to the company’s Paraplanners and Financial Planners, ensuring that all client work is handled accurately and efficiently. You will also have regular contact with clients, building strong relationships and delivering a high level of service.
The ideal candidate will have a minimum of one year’s experience within a financial planning or wealth management environment. However, exceptional individuals with strong knowledge of investment platforms and related systems will also be considered.
The company offers first class on the job training, full support for industry market exams and a clear pathway for progression within the business. This is an excellent opportunity to join a supportive and ambitious team where your career can flourish.
Sector:
- Financial Services
- Financial Planning
- Asset & Investment Management
