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Date: 14 May
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Bath, Somerset
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£19,000 - £23,000 per annum
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4 applications
Are you an intelligent and focused individual who wants to develop your career within the Financial Services sector? If you possess previous SIPPs/Investments experience with a proactive and positive approach, this opportunity could be exactly what you are looking for. This company is highly sought after in terms of staff training, support structure & development opportunities. The organisation has grown to become a leading...
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Date: 14 May
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Bath, Somerset
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£42,000 - £50,000 per annum
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2 applications
Wishlist is seeking an experienced and target orientated Financial Services Professional for a newly instructed Service Delivery Manager vacancy. This is great opportunity for someone wanting to join an exciting company which offers exceptional development prospects at a time of consistent and ongoing expansion. This is a pivotal role within a high performing organisation and it is vital that the post holder is adaptable to cha...
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Date: 14 May
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Bath, Somerset
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£24,000 - £29,000 per annum
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0 applications
Wishlist has been instructed on a newly created position working with a successful and expanding Financial Services organisation. Our client is looking for someone with a depth of current legislative pensions knowledge who will proactively highlight issues impacting on the system and process performance and who will contribute to making ongoing improvement solutions. This person will act as the in-house expert; making an impact on t...
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Date: 14 May
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Bath, Somerset
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£20,000 - £25,000 per annum
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4 applications
Wishlist is assisting an award winning Investment Company with the recruitment of a Client Services Executive to join their expanding team in Bath. This person will play a proactive part in shaping the business and adding real value to the team. Our client is looking for a strong communicator with a professional and organised approach. It's crucial that you demonstrate exceptional interpersonal and influencing skills. You shou...
A leading and highly professional IFA based in prestigious Bath offices is now seeking to recruit an equally professional individual to augment their team of Independent Financial Advisors. This is a rare opportunity for someone to get involved at an early stage in the organisation and has arisen due to a significant rise in business, largely sourced from their associated Chartered Accountancy division. Any individual joining this team will...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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0 applications
Organisation Description Company My client are well known Chartered Financial Planners in the city centre of Bath, who are seeking a Technical Administrator to join their team. Objective To provide administrative and some technical support to consultants in the fields of pensions, investment and protection. Professional Development ...
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Date: 5 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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0 applications
Organisation Description Company My client are well known Chartered Financial Planners in the city centre of Bath, who are seeking a Technical Administrator to join their team. Objective To provide administrative and some technical support to consultants in the fields of pensions, investment and protection. Professional Development ...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £45,000 per annum
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2 applications
Our client operates at the forefront of service and technology innovation within the investment arena and is increasing FUM month on month. This exciting opportunity now exists for an experienced Financial Services or Wrap Professional to take on the running of very varied project and implementation work. We are looking for a Project Manager, with scrum knowledge and financial services experience for this rapidly growing firm. As Pro...
Our client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is recruiting an Investment Assistant to join their Bath office. The company benefits from a strong and dedicated Research department who are equipped with the latest technology and analytical systems to assist their overall strategy and equip their Investment Managers with vital recommendations, ensuring they ...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
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Date: 5 days ago
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Bath, Somerset
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£40,000 - £50,000 per annum
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2 applications
HNW Clients Provided £40,000 - £50,000 basic + Car Allowance + Package + Bonuses(OTE £70K-£80K) Our client is a highly respected wealth manager and FTSE 250 company providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients with ambitious plans to ...
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Date: 14 May
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Bath, Somerset
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£30,000 - £80,000 per annum, OTE
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6 applications
Organisation Description Our client, a reputable, rapidly expanding firm of IFAs in central Bath, has a couple of vacancies for employed or self-employed IFAs to come on board and provide holistic advice to its numerous private and corporate clients. The groups specialisms include actuarial, group pensions & employee benefits. Job Description The company was formed a decade a...
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Date: 14 May
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Bath, Somerset
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£25,000 - £45,000 per annum, OTE
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5 applications
Organisation Description My client, an established insurance firm and IFA, is looking to develop its rapidly-expanding sales team in the south west, as it aims to consolidate and enhance its reputation as a market leader. With vacancies in Bristol, Bath, Cardiff and Cheltenham, the company has a strong commitment to service, and is looking for fully qualified advisers to help move the business forward. <br...
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Date: 6 days ago
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Bath, Somerset
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£35,000 - £65,000 per annum
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3 applications
Organisation Description Our client, a leading provider of HNW financial advice, is looking for an experienced IFA in its Bath office to come in and offer holistic financial advice to new and existing clients across the area. Job Description This high profile role entails providing corporate and personal clients with financial planning, investment, pension and pr...
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Date: 6 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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3 applications
Role: Technical Administrator Location: Bath Salary: £20,000 - £25,000 doe We have pleasure in sourcing a Technical Administrator for our client, a Chartered Financial Planner based in the Roman City of Bath. You will provide support for the Consultants across a broad range of Financial Products including Pensions, Investments and Protect...
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Date: 6 days ago
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Bath, Somerset
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£18,000 - £21,000 per annum
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2 applications
Are you a strong communicator with previous experience of working within the Financial Services industry? You may be looking for a new challenge within a company that takes a genuine interest in your development and proactively supports your progress. The existing team consists of a high quality team of individuals who are proactive in shaping business growth. New ideas are welcomed and recognised as a valued contrib...
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Date: 6 days ago
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Bath, Somerset
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£18,000 - £21,000 per annum
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0 applications
Are you a strong communicator with previous experience of working within the Financial Services industry? You may be looking for a new challenge within a company that takes a genuine interest in your development and proactively supports your progress. The existing team consists of a high quality team of individuals who are proactive in shaping business growth. New ideas are welcomed and recognised as a valued contrib...
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Date: 17 May
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Bath, Somerset
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£18,000 - £24,000 per annum
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3 applications
Our client a dynamic and rapidly expanding investment business is currently looking for a bright individual to asses the suitability of investment products and maintain the integrity of data on the company’s WRAP platform on an ongoing basis The main responsibilities of the role will be: Assessing the suitability of new investment products for the platform Adding funds and stocks to the platform for purchase by cl...
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Date: 17 May
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Bristol, Avon
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£22,000 - £27,500 per annum, pro-rata
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2 applications
Small IFA practice in Downend seeks a motivated and experienced Paraplanner to join our busy team. The initial contract is for maternity cover which may last up to 12 months, with the possibility of a permanent contract after that. Key duties are as follows (please note, as in any small office these are not exhaustive): Attending client meetings and writing up minutes Carryin...
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Date: 6 days ago
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Bath, Somerset
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£19,000 - £21,000 per annum, pro-rata
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10 applications
My client, one of the UK’s leading firms of Investment Managers, who provide their clients with a bespoke highly personal service, is currently looking for a part time secretary to join them in their offices in Bath. Hours are negotiable but a 9.00am start and 4.00pm finish have been suggested. Main daily responsibilities will include: Processing mail Handling calls, taking messages and handling any associated qu...
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Date: 6 days ago
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Bath, Somerset
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£20,000 - £25,000 per annum
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2 applications
The client Our client, a leading investment business, is looking for a Dividends Administrator to join their busy team in Bath. In this role you will be required to process dividends received from registrars and fund managers. The role You’ll be required to process all equity, unit trust, OEIC, income and accumulation units received, on the internal system, ensuring a high degree of accuracy at all times. You’ll...
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Date: 16 May
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Bath, Somerset
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£35,000 - £80,000 per annum, OTE
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2 applications
Are you an IFA or a financial advisor who is currently working in bancassurance, but seeks a move into an IFA role? Are you looking to offer a wider range of product and services to your customers? My client is a one of the most experienced and established financial services provider in the UK. They are seeking to expand their business by taking on experienced RDR ready financial professionals to offer a whole of market service ...
HNW Clients Provided with sunstantial trail income £40,000 - £50,000 basic + Car Allowance + Package + Bonuses - £70k - £100k OTE Our client is a highly respected IFA and wealth manager providing financial based solutions to over a quarter of the FTSE 100 and 250 companies across the UK. They provide bespoke solutions to HNW individuals and corporate clients...
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Date: 4 days ago
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Bath, Somerset
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£40,000 - £70,000 per annum
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3 applications
One of my clients has been market leading with the Aquisition of smaller IFA's and has been in the fortunate position of buying a number of small successful businesses, they are now one of the largest IFA's in europe My client is looking for experienced and successful Financial Advisers to join their teams and service the client bases. In addition you will be required to generate further clients and business from referrals and profess...
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Date: 4 days ago
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Bath, Somerset
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£18,000 - £20,000 per annum
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3 applications
Organisation Description I am currently recruiting for a highly regarded company in Bath for a customer service support person with experience within the Financial Services industry. Job Description You will have experience in Lead Generation and managing relationships with clients. Polished and professional you will enjoy providing a high level of customer service within a...
