IFA Administrator - Hybrid Working

We are delighted to be recruiting for an exciting new opportunity within an established, fully independent and boutique financial planning practice based in Bath.

This is a busy, hands-on role providing crucial support to an experienced and highly successful Financial Planner, alongside a Paraplanner. You’ll play an integral part in ensuring exceptional client service and smooth day-to-day operations.

Role Highlights:

• Provide proactive administrative and client support to the Financial Planner and Paraplanner
• Act as a key point of contact for clients, maintaining excellent client relationships
• Manage client communications, appointment scheduling, and documentation
• Prepare reports and assist with compliance and regulatory paperwork
• Handle a range of administrative tasks to keep processes running efficiently

What We Offer:

• Competitive salary up to £35,000 (depending on experience)
• Bonus scheme and company benefits
• Free on-site parking
• Hybrid working options available following an initial training period
• Regular client contact and the opportunity to grow your career in a collaborative, supportive environment

About You:

• Prior experience in financial services, ideally within a financial planning or wealth management setting
• Strong client service skills and a professional, friendly manner
• Excellent organisational skills with high attention to detail
• Comfortable working in a busy, fast-paced environment
• A team player who is proactive, adaptable, and keen to learn

This is a fantastic opportunity to join a friendly, professional firm where your contribution will be truly valued, and where you can enjoy a varied and rewarding role with plenty of client interaction.