Ifa Administrator Job in Bath, Bath and North East Somerset. Apply for the latest Bath, Bath and North East Somerset jobs in Accounting/Financial/Insurance.
Ifa Administrator Job in Bath, Bath and North East Somerset
Job Description
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice which provides a highly personalised financial planning and investment management service.
The Opportunity
During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
* Understanding the client’s current financial situation and making proposals for our Planners
* Undertaking technical research and financial analysis to allow the Financial Planner to identify suitable solutions for the client.
* Preparing and creating agendas for client meetings.
* Attending client meetings and writing minutes.
* Using cash flow modelling to prepare a lifestyle financial plan.
What’s needed to be considered
* Previous experience within a Financial Planning role
* Professional communication manner, both written and verbally
* Any Financial Services qualifications are desired
What’s next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Job Type: Permanent, Full Time
Location: Bath, Bath and North East Somerset
Category: Accounting/Financial/Insurance
City: Bath
County: Somerset
Country: United Kingdom
Salary: £22000 – £28000/annum
Benefits:
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