Financial adviser Work, Jobs in Bath, Som (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
Project Change Lead - Financial Crime Operations
Wealthtime —Bath
- Full-time
- Hybrid work
- Data analysis skills
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
Transformation Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- Analysis skills
- Organisational skills
Contract Paralegal - Financial Litigation
TLT —Bristol
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Assistant Financial Business Partner
TLT —Bristol
- Full-time
- Hybrid work
- Data analysis skills
- Analysis skills
- Presentation skills
10d
Group Financial Accountant
Corston Architectural Detail —Malmesbury
- £50,000 - £55,000 a year
- Full-time
- Communication skills
- Free parking
- Gym membership
Quick apply
Technical Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- PMP
- AI
- Communication skills
Financial Planner
Quilter —Bristol
- Full-time
- Business development
- Communication skills
Consulting Trainer
RSM UK —Bristol
- Full-time
- Hybrid work
- Presentation skills
- Training & development
- Communication skills
9d
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
10d
Client Administrator Team Leader - Financial Planning - Bristol
Atomos —Bristol
- Hybrid work
- Team management
- Training & development
- Leadership
Data Insights & Business Intelligence Analyst
TLT —Bristol
- Full-time
- Hybrid work
- Writing skills
- Data analysis skills
- Analysis skills
Cyber Security Analyst
Wealthtime —Bath
- Full-time
- Hybrid work
Senior Finance Business Partner - Place Based Services
Somerset Council —Shepton Mallet
- £37,280 - £41,771 a year
- Full-time
- Hybrid work
- Travel
- Budgeting
- Leadership
- Annual leave
AML and Financial Crime Manager
Burges Salmon —Bristol
- Hybrid work
- Communication skills
Office Administrator
Douglas Steers & Company —Bristol
- From £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
Associate - Professional & Financial Risks (Brokers)
Reynolds Porter Chamberlain —Bristol
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Communication skills
Onboarding Services Manager
The Openwork Partnership —Swindon
- Up to £90,000 a year
- Team management
- Travel
- Financial services
4d
Senior Associate - Financial Regulation & Disputes
TLT —Bristol
- Full-time
- Hybrid work
- Business development
- Supervising experience
- Organisational skills

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Wealth Management Administrator

RGH‑Global Limited
Bath

Apply Now

Job details

Permanent | Full-time
£27,000 - £31,000 a year

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Financial planning
Pension
Administrative support experience
Organisational skills
Financial services
Financial advisory support experience
Communication skills

Full job description

Wealth Management Administrator

Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)
Salary: £27,000-£31,000 DOE + discretionary quarterly bonus
Type: Permanent, Full-Time, Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

You will work closely with the wider service and technical teams, receiving structured training during the first three months to gain a full understanding of internal processes.

Typical responsibilities include:

Acting as a point of contact for clients and product providers
Gathering and organising policy information
Processing new business
Supporting annual review preparation
Preparing client information for adviser and paraplanner meetings
Using financial software (training provided) to produce investment summaries and reports
General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential:

Experience in administration within financial services, e.g. w
orking within an IFA practice
Technical administration within pensions, investments or insurance
Strong understanding of financial products and processes
Excellent written and verbal communication skills
High attention to detail and accuracy
Strong organisational skills and ability to prioritise
Professional, reliable and positive attitude
Confident using MS Word and Excel
Ability to maintain confidentiality and work well within a team

Desirable:

RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Benefits

Quarterly bonus scheme
5% pension contribution
23 days holiday + bank holidays (additional days awarded with service)
Option to buy or sell annual leave
Group life cover
Group income protection
Support for industry exams and ongoing professional development
Regular training refreshers and progression pathways
Wellbeing package including GP access, Mental Health support and Physiotherapy.

Apply Now

Refine Your Search

financial adviser jobs in bath, som

Wealth Management Administrator

Project Change Lead - Financial Crime Operations

Private Client Adviser

Transformation Project Manager

Contract Paralegal - Financial Litigation

Assistant Financial Business Partner

Group Financial Accountant

Technical Project Manager

Financial Planner

Consulting Trainer

Trainee Wealth Adviser

Client Administrator Team Leader - Financial Planning - Bristol

Data Insights & Business Intelligence Analyst

Cyber Security Analyst

Senior Finance Business Partner - Place Based Services

AML and Financial Crime Manager

Office Administrator

Associate - Professional & Financial Risks (Brokers)

Onboarding Services Manager

Senior Associate - Financial Regulation & Disputes

I want to receive the latest job alerts for financial adviser in bath, som

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