Job Details

Paraplanner / Senior IFA Administrator - Bath

Sector:Financial Services

Region : South West England

Location: Bath

Salary: £22,000-£35,000 + pension + study support

Job Ref.: SL:PPBTH

Job Information

A highly reputable Accountancy Practice and Independent Financial Advice firm in Bath are looking to add further senior ifa administrators/paraplanners to their existing team. In a varied and interesting role, the ideal candidate will experience broad exposure to the market. Candidate profile as below:

• 3 years' experience at an IFA practice, of which at least 1 involved writing some templated suitability reports
• A minimum of R01 or equivalent qualification and a drive to complete DipFA
• Experienced in processing new business, creating valuations and researching product solutions
• Bright, professional and friendly; enjoys working in a small office culture
• Driven and looking for career advancement


This role will allow the successful applicant exposure to unlimited professional development, study support and an above-market-rate salary.

As such, candidates who fit the above profile are urged to complete an application via this website in order to register their interest.

Successful applicants only will be contacted within 2 working days of their application.