IFA Administrator – Bath

  • Employed
  • "Bath"

recruitukltd Salary: £25,000

A superb opportunity to join a firm of Chartered Financial Planners in an administrative capacity. The right candidate will have experience of working within this environment and will have made a start towards their Financial Services qualifications.


Duties and Responsibilities

  • General administrative duties, including diary management, scanning, filing.
  • Answering the telephone and greeting visiting clients
  • Processing of new clients from initial meeting through to hand over to Paraplanner / Financial Advisors
  • Processing of new business from preparation of initial paperwork to policy documentation stage
  • Maintaining client files and records
  • Collating and preparing client review packs
  • Providing valuations and illustrations
  • Carrying out product research
  • Ensuring procedures and compliance requirements are adhered to
  • Assisting the Paraplanner and Partners with all project work


You will need to have a minimum of 2 years’ experience in a financial services environment. Preferably completed some or all of the FPC/CFP qualifications with a willingness to work toward gaining Financial Planning Certificate, Diploma, etc. You will need a good knowledge of pensions and investments.

You should be able to work independently within a small, hardworking office environment and cover other administration duties when applicable


For this role, a keen eye within the financial services industry is very desirable. For more information on these roles please call Louise Bibb on 01179 450 450 and quote reference 11717

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