IFA Administrator – Bath

  • Employed
  • "Bath"

recruitukltd Salary: £20k

I am working with a financial planning company based in Bath. They offer a comprehensive financial planning service for all your investment and protection needs and are currently looking to take on another administrator to join their back office team.

You will work alongside a senior paraplanner and an office administrator in completing duties such as making appointments; preparing client portfolios; responding to client emails and other administration duties.

The right candidate for this role will be a good team player who has initiative and is able to multitask and work on their feet. You should have previous experience of administration within a financial services office. They are happy to support the right candidate with exams and progression.

If you would like to hear more about this company and this role please call Louise Bibb on 01179 170 416

Quote reference 12180

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