IFA Administrator – Bath

Salary: £28,000 - £33,000

Benefits: Hybrid working, Annual bonus, 25 days annual leave, Additional holiday purchase, paid professional memberships, Hybrid and flexible working arrangements, Full financial exam support and study leave for CII qualifications, Discretionary bonus scheme, Subsidised travel, Structured career progression

About the Company

An established independent financial planning practice in Bath, dedicated to delivering bespoke wealth management solutions across pensions, investments, and family protection.

Role Summary

If you are an experienced wealth management administrator seeking greater involvement across the advice lifecycle, this position offers an ideal environment to broaden your expertise. You will work alongside experienced financial planners in a close-knit team. The role provides direct client contact, dedicated exam sponsorship, and a clear route to advance your career.

Key Responsibilities

• Coordinate new business submissions and manage letters of authority with providers, giving you full ownership of your pipeline while deepening your technical understanding of pensions and investments.
• Prepare and maintain comprehensive client review packs, giving you end-to-end visibility of financial planning strategies and direct insight into complex portfolios.
• Act as a trusted point of contact for clients and product providers, allowing you to build strong professional relationships and sharpen your consultative communication skills.
• Gather and reconcile detailed valuation data and policy information, developing your analytical capabilities and building the foundational skills needed for technical paraplanning.

Requirements

• Prior administration experience within an independent financial planning or wealth management firm.
• Working knowledge of core retail financial products, covering pensions, collective investments, and protection plans.
• Familiarity with financial planning back-office systems, with knowledge of Curo and Microsoft 365 preferred.
• CII Level 4 Diploma in Regulated Financial Planning, or study towards it, is welcomed but not essential.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Financial Planning Administrator, Wealth Management Administrator, Client Support Administrator, Private Client Administrator, Junior Paraplanner

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.