A well-established and growing independent financial planning firm in Bath seeking to recruit an additional IFA Administrator to join their supportive and professional team.Our client is a leading name in the region; they provide holistic financial planning solutions to HNW clients across the South West. In this position you will provide administrative support to a successful team of Financial Planners, clients and Paraplanners - you will be a vital part of the team and ongoing advice process. Key responsibilities will include:Providing day-to-day administrative support to Financial PlannersObtaining information from providers regarding clients'' existing financial arrangementsPreparing client valuations and review packs ahead of meetingsProcessing new business and ensuring all documentation is correct Maintaining accurate client records on the back-office systemManaging your own caseload of client work and tasksHandling client and provider correspondenceActing as a point of contact for client queriesEnsuring all files meet FCA and compliance requirementsTo be considered: Ideally at least 1 years'' experience within a financial planning/ifa environment Experience using Microsoft Office (Word, Excel and Outlook)Knowledge of financial services systems and processesAn understanding of the financial planning advice process and FCA requirementsExcellent organisational skills and attention to detailStrong written and verbal communication skillsThe client is offering a competitive o