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Financial Planning Admin - Hybrid Diploma Path

Job in Bath, Somerset County, BA1, England, UK
Listing for: Heat Recruitment
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Services, Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A wealth management firm is looking for a Financial Planning Administrator in Bath to support advisers and paraplanners in providing exceptional financial planning services. Candidates should have experience in an advisory or wealth management environment, along with strong knowledge of financial products and proficiency in Excel and relevant software. The role offers hybrid working options and encourages further professional development with opportunities to study for the Level 4 diploma.
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