We are recruiting!

Published on 21 February 2022
Categories: Commentary Job Vacancy
Tags: , ,


Are you ready to join a successful independent financial planning firm, based on the Somerset/Dorset border?

An exciting opportunity has arisen for an IFA Financial Planning Administrator to join our friendly and supportive team.

The interesting and varied role can be offered on a full or part time basis, with further support and training provided should you wish to further your career progression.

The Role

  • Liaising with providers to obtain research on pensions, investments and protection products
  • Speaking to clients and assisting with queries
  • Using Intelligent Office to upload client details and completing fact finds
  • Assisting the Director with the discharge of compliance and regulatory duties
  • Drafting letters and reports
  • Overseeing the efficient processing of new business
  • Preparing annual review reports and fee disclosures


  • Excellent communication skills with a confident telephone manner
  • High levels of numeracy
  • Excellent IT skills, confident with excel
  • Punctual, organised and efficient
  • Attention to detail and a keen, enquiring mind
  • Be able to work independently
  • Empathy and discretion are essential when dealing with clients


  • Ideally experience within a financial services environment, although consideration will be given for experience in related fields such as accountancy, legal, trust administration

What we can offer

  • Competitive salary up to £25,000.00 per annum
  • Generous holiday entitlement
  • A relaxed working environment

How to apply

To apply please forward your CV together with a covering email by 8th March 2022 to:

Managing Director, Stephanie Bebbington-Dyke at stephanie@bluefoxwealth.co.uk

Let's talk...


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