Job Overview

Bath, England
Job Type
Full Time
£33,000 - £33,000 Per Year
Date Posted
5 days ago

Additional Details

Job ID
Job Views

Job Description

The client:

One of the country’s leading independent financial advisers for the last 50 years. A national award winning top 100 IFA Cyber Essentials Certified Company accreditation, Women in Financial Advice Awards winners.

The Job:

The key purpose of the role is to assist one or more Private Client Advisers in the delivery of advice and ongoing services to prospective, new and existing clients. support group Advisers and Corporate Advisers.

The role holder will be responsible for researching, analysing and compiling Financial Planning reports, in conjunction with the Advisers, ensuring compliance with Business Quality Standards at all times.

Working closely with one or more Advisers, dependant upon the business demand, and in partnership with the advisers’ administrative support - you will be responsible for assisting the Advisers in achieving their fee income targets, meeting client servicing commitments and complying with our clients business quality standards.

The Regional Paraplanner Manager, in conjunction with the Professional Development and Training Department - will be responsible for your continued development and training , involving you in client meetings, report writing and prospecting.

The candidate (two are required ) one Bath area, and London/Basingtstoke/ Cambridge


Qualifications •Educated to A Level or equivalent Experience

•A minimum of 2 years’ experience within an administration role, preferably within the financial services industry. •Experience of working within a high pressure environment

•Excellent interpersonal skills and telephone manner

•Excellent personal organisational and administrative planning skills

•Highly numerate •Excellent attention to detail •Proven ability to work on own initiative

•The ability to work well within a team environment and build effective working relationships both internally and externally •Good knowledge of Microsoft Office •Accurate keyboard skills


• Education to degree level or equivalent

• Working towards the Certificate in Paraplanning (R01, R02, R03, J09)

• A good knowledge of regulatory requirements


• Experience of maintaining and achieving a sales target.

• Knowledge and experience of the internal systems and procedures

• Previous experience of selling within a Financial Services environment

• Experience of carrying out face to face client meetings and/or group presentations


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