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Date: 4 days ago
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Bristol, Avon
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£40,000 - £65,000 per annum
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5 applications
Our client, an innovative Financial Services Group, are keen to achieve further growth within their business and are keen to attract a skilled and experienced Business Development and Relationship Management professional with knowledge of the WRAP and IFA market to build their presence within the South West and Wales. You will be responsible for developing new business opportunities by identifying suitable clients and building relati...
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Date: Today
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Bristol, Avon
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£37,000 - £44,000 per annum, negotiable
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0 applications
Wishlist Recruitment is looking for a Cash & Reconciliations Manager for a brand new role within a fast-growing Investments company. Applicants should demonstrate a considerable depth of Cash Reconciliations knowledge and have solid exposure to Client Money Regulations (CASS) . Applicants must also have a depth of Financial Services sector experience and those with ...
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Date: 4 days ago
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Bristol, Avon
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£500.00 - £600.00 per day
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0 applications
Job Description Job Deliverables: -Analysis of Investment reporting requirements arising from business change. -Identify and implement innovative solutions for investment accounting and reporting. -Provide fully documented solution designs. -Implementation of robust buisiness processes and controls -Assist in analysing and aligning business processes arising from dif...
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Date: 2 May
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Bristol, Avon
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£15,000 - £16,000 per annum
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6 applications
A Paraplanner vacancy has arisen within one of our financial services client's based in Bristol. Your duties will be to provide all their clients with a high level, quality investment consultancy service on a professional but personal basis which reflects the client’s needs and expectations. DUTIES: Day to day administration as required Drafting letters & emails Answering...
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Date: 2 May
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Bristol, Avon
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£15,000 - £18,000 per annum
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7 applications
This is a fantastic opportunity at a very friendly and successful financial services company based in Bristol. DUTIES: Key tasks and Responsibilities Day to day administration as required, including; Drafting letters & emails Answering and dealing with telephone enquiries Updating records To provide support to our advisers, including; Summarising historic advice <li...
Wishlist Recruitment is assisting an Investments Company to appoint a highly skilled Compliance Professional. Applicants should demonstrate a thorough knowledge and understanding of client money and asset regulations (CASS). Candidates will have previous experience within the Financial Services sector; ideally from within a retail financial advisory organisation. The purpose of this newly created post is to ensure efficient an...
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Date: 4 days ago
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Bristol, Avon
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£34,000 - £42,000 per annum
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4 applications
Ambridge Harris are recruiting for a Compliance Advisor within Life and Pensions for a leading Bristol company. Your role will be to provide specialist advice to the company on relevant regulatory issues and assisting the Compliance Manager with delivery of the Compliance Plan and commitments to Business Partners. Role responsibilities: To provide clear, pragmatic guidance and support to the business on regulatory issues. To provid...
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Date: 4 days ago
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Bristol, Avon
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£16,000 - £25,000 per annum, OTE
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9 applications
Our client a nationwide financial services company that has been successfully trading for over 100 years is looking to appoint a highly motivated and exceptional communicator to join the team as a Retention Specialist. Operating from their vibrant offices in Bristol your role will be to generate revenue through outbound calls to new and existing clients whilst providing excellent levels of customer service. You will be targeted with p...
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Date: Today
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Bristol, Avon
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£25,000 - £29,000 per annum, inc benefits
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1 application
This is a fantastic opportunity to work for a well respected and dynamic financial services organisation in Bristol who is looking to appoint an experienced Sales Support Coordinator to support two senior pension consultants. You will be involved in reviewing and researching existing schemes, implementing new schemes, dealing with client files, corresponding with clients and building strong relationships to ensure a high level of cust...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
Financial Services SIPP Account Manager, Bristol Salary negotiable In order to apply for this position candidates MUST HAVE PENSIONS (SIPP - SELF INVESTED PERSONAL PENSIONS) EXPERIENCE. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. This role would be suited to any of the following; SIPP Administrator SIPP Consultant<br...
Our client is a leading UK life office whose proposition is to provide affordable pension solutions ensuring customers enjoy financial freedom in their later years. The company is proud of their heritage and to play such an important and valuable role in people's lives. Their proposition is only available through Independent Financial Advisers and the business is owned by the UK’s largest mutual Life and Pensions company which means that Ad...
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Date: 2 May
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Bristol, Avon
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£20,000 - £25,000 per annum
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7 applications
This is a fantastic opportunity to work for a well recognised and dynamic financial services organisation in Bristol who is looking to appoint an experienced Sales Support Consultant to support two senior pension consultants. You will be involved in reviewing and researching existing schemes, implementing new schemes, dealing with client files, corresponding with clients and building strong relationships to ensure a high level of cust...
41 jobs matching this search were posted in the last week
My client is an award winning firm and trusted source of financial advice in the UK. They have offices across the UK and over 200 professional advisers. They are seeking to expand their business by taking on experienced level 4 financial professionals to provide a holistic financial planning service to prospective and existing clients in the Private Wealth Department. Working within a mature and supportive environment, you will...
Field Based Average Fees £30,000 plus (uncapped earnings) Are you an excellent negotiator? Committed to success? Are you looking for a role that will utilise your exceptional interpersonal skills in exchange for outstanding rewards? Our client, the UK's largest provider of judicial services has opportunities for self employed Enforcement Officers to join its award winning team You will join an expert team of e...
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Date: Today
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Bristol, Avon
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£35,000 - £38,000 per annum, negotiable
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3 applications
A fantastic opportunity has arisen for an experienced Commercial Mortgage Broker / Business Development Manager with a banking / finance background, to join a market leading agency specialising in the sale of commercial property. Key skills: Arrange debt funding for a range of applicants from first time buyers to experienced operators - sole traders to incorporated companies. Generate business from an existing dat...
Wishlist Recruitment is looking for a bright and enthusiastic individual who can help our Bristol based client with the following: Executing Contract Notes Fund Dealing Custody & Settlement - ensuring all trades that have been placed are matched in the market General office duties (post/scanning/etc.) Our client is looking for good administration skills ideally acquired from within the F...
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Date: 2 May
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Bristol, Avon
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£25,000 - £32,000 per annum
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6 applications
This is a great opportunity for an experienced compliance auditor to work for a large financial services group Main duties and responsibilities To undertake compliance audit work, including regular and ad-hoc reviews of client files, suitability letters and investments reports. To provide feedback and/or guidance to Financial Planners, Para-planners and Administrators regarding particular and / or general i...
Pennywise Mentor Surrey Street, Bristol Salary: £25k p.a. + benefits Hours: 36.25 per week Ref: 205/13 Closing date: 20th May 2013 Places for People Neighbourhoods is our community services company which works with other parts of the business as well as external partners to create better facilities and opportunities in neighbourhoods. About the job We have secured Improvi...
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Date: 2 May
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Bristol, Avon
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£35,000 - £45,000 per annum
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3 applications
We are currently recruiting for an experienced Senior Project Manager to join our client, an established financial services company based in Bristol. You will be responsible for managing and developing a team of Project Managers in the successful planning, managing and execution of allocated projects. You will be APMP or Prince2 Practitioner qualified with proven experience of managing and motivating a team. Experience of manag...
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Date: Today
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Bristol, Avon
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£23,000 - £27,000 per annum
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1 application
Organisation Description Client To operate in a busy sales environment providing compliance support for the company and 40 plus home based financial advisers. The offices are based out of town with easy parking and are set in pleasant surroundings. A primary aspect of the role is to act as a Compliance Assistant /Quality Assessor Requiring detailed and accurate analysis of ...
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Date: 4 days ago
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Bristol, Avon
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£25,000 - £35,000 per annum
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1 application
Great paraplanning opportunity. Our client, a successful Wealth Management organisation with a national presence, is looking for an experienced Paraplanner . This is a great opportunity to work for this established, well respected organisation with strong financial backing, which has an exciting client-proposition and extensive growth plans. Working from their Bristol Office your role as Paraplanner will involve: ...
Working for a leading financial services HQ in central Bristol - this role entails dealing with customers, FSA and internal contacts in relation to escalated written complaints. Full training will be provided, however we do require financial services industry knowledge, letter writing skills and complaint handling experience. This is an ongoing temporary role at £9.34 per hour. Immediate start. ...
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Date: 2 May
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Bristol, Avon
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£27,500 - £33,500 per annum
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8 applications
Wishlist Recruitment is seeking an experienced Team Leader to join the Client SIPP Services division of a leading Bath based investment company. The post holder will be responsible for a range of services which support the company’s growing portfolio of SIPP clients. The Client Servicing team of ten staff members specialises in proposition delivery and SIPP Administration and the Team Leader will be involved in the day-to-day operat...
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Date: 2 May
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Bristol, Avon
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£20,000 - £25,000 per annum
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12 applications
We are currently recruiting for a Compliance Auditor to join our client in central Bristol. You will be responsible for checking high risk new business. You will have excellent knowledge of the financial services distribution sector and previous experience working within a financial services regulated environment. Your duties will include amongst other things undertaking compliance audit work, including regular and ad-hoc...
