Ifa Administrator - Bath, United Kingdom - Taylor James Professional Recruitment

Taylor James Professional Recruitment
Taylor James Professional Recruitment
Verified Company
Bath, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Our client, a very successful and chartered financial planning firm in Bath are looking to appoint an experienced IFA/ Financial Services Administrator to join their experienced team on a permanent basis.
This truly is a first-class opportunity to join one of the most reputable and prestigious financial planning firms.


Our client offers fantastic career progression inclusive of their own, inhouse adviser academy.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include
:Full job spec is available on request

  • To provide support to Paraplanners & Financial Planners
  • To be the first point of contact for clients
  • Ensuring that financial transactions are completed correctly & compliantly
  • Preparing for client review meetings
  • Acquiring client portfolio valuations
  • 2 years + IFA/ financial planning administration experience (
    desirable)
  • Studying towards level 4 diploma (
    desirable)
  • Excellent knowledge of provider platforms

What's on offer:

  • Starting basic salary of up to c £32,000
  • Discretionary bonuses
-
Home & flexible working:

  • 9am 5pm
  • 26 days holiday (rising)
  • Full study support inclusive of training courses
  • Structured career progression
  • Extended benefits package


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Matthew Biddle on LinkedIn.

More jobs from Taylor James Professional Recruitment
See all jobs of Taylor James Professional Recruitment