Senior IFA Administrator- Bath

  • Employed
  • "Bath"

recruitukltd Salary: 30k

We are working with a financial planning firm in Bath looking to expand their back office and support team.

This role will suit candidates who have previous IFA Administration/Paraplanning experience as you will be carrying out product and technical research, preparing quotations, compiling suitability reports and preparing and packaging new business.

Ideally you will have some financial services qualifications. Have a good analytical and problem solving sills, experience of Adviser Office would be advantageous but is not essential.

This is a firm that actively encourages career progression so full support to obtain further qualifications and development.

Contact Louise Bibb on 01179170416 or email

Quote reference 21284

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