Gordon Yates Recruitment and Training
Finance Administrator within IFA
Get notified of more jobs like this · No spam, ever
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Finance Administrator within IFA
Location: Bath
Position Type: Permanent | Full-time
Salary: £25,000-£32,000 per annum (Dependent on Experience)
(Note: We are unable to accept applications from anyone with restrictions to work full time and at this time sponsorship is not being offered by our client)
About the Role
Are you an organised administrator looking to build a long-term career within Financial Services?
We are recruiting Finance Administrators on behalf of a highly respected financial planning business. This is an excellent opportunity to join a supportive, professional environment where you'll receive ongoing training, genuine career progression and the opportunity to develop into a more technical role over time.
Key Responsibilities
- Managing and maintaining accurate client records and documentation
- Preparing and submitting applications in line with company procedures and compliance requirements
- Processing Letters of Authority (LOAs), fund switches and valuation requests
- Liaising with product providers, advisers and clients, providing regular updates throughout the advice process
- Supporting the preparation of client review meetings and associated documentation
- Managing ongoing client review administration and processing follow-up actions
- Maintaining workflow and task lists to ensure service standards are met
- Assisting with reporting and month-end administration
- Attending team meetings and training to support your professional development
- Developing technical knowledge with the opportunity to handle more complex cases after your first year
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
About You
We're looking for someone who is organised, proactive and enjoys working in a busy administrative environment.
You'll ideally have:
- 1-2 years' recent experience within an IFA or Financial Planning environment
- Previous Financial Services or Financial Planning experience advantageous
- An interest in developing a long-term career within Financial Services - this will need to be demonstratable within on your CV.
- Excellent organisational, communication and interpersonal skills
- Strong attention to detail with excellent literacy and numeracy skills
- Good working knowledge of Microsoft Word and Excel
- The ability to prioritise workloads and work accurately under pressure
- A positive, professional and confidential approach to your work
- Knowledge of Intelligent Office would be beneficial but is not essential.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
What's on Offer?
- Salary of £25,000-£32,000 DOE
- Permanent opportunity
- Excellent training and development
- Clear career progression within Financial Services
- Increased earning potential as your knowledge develops
- Company benefits package
- Friendly, collaborative and professional working environment
This is an excellent opportunity for an ambitious administrator who wants to develop a long-term career within the Financial Services sector.
Applications are being reviewed on a rolling basis, with interviews taking place as suitable candidates are identified. Early application is strongly encouraged.
Apply today to be considered.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills