If you’re employed within Financial Services you will have heard of us. We make a lot of noise and a lot of placements - from Sales Administrators to Chartered Financial Planners and everything in between. Whilst other recruiters have withered during difficult times we have sharpened our focus, profitably increased our market and client numbers whilst following a strategy to be clear market leaders in the South West of England....
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Date: 24 April
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Bath, Somerset
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£20,000 - £25,000 per annum
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5 applications
Our client a dynamic investment business is looking for a SIPP administrator to join their busy team due to increased workloads. The main duties of the role will be providing SIPP administration services to IFA’s. You will be calculating and paying benefits as well as carrying out plan reviews. You will ensure all customers receive their SIPP payments on the required pay date. Entering and maintaining information on systems. A large ...
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Date: 24 April
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Bristol, Avon
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£18,000 - £20,000 per annum
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11 applications
Our client a nationwide financial services company is looking to appoint a highly motivated and exceptional communicator to join the Private Medical Insurance team as an Account Manager. Operating from their vibrant offices in Bristol your role will be to service the existing clientbase to ensure that they remain with the company. You will be responsible for managing the on going relationship and supporting campaigns aimed at retentio...
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Date: 24 April
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Bristol, Avon
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£16,000 - £19,000 per annum, inc benefits
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7 applications
A fantastic new opportunity has arisen to work for a very well respected and successful specialist Insurance Broker in Bristol. Due to continued growth this broker is looking to grow their commercial sales team with a motivated and enthusiastic individual who has experience working within General Insurance. Role responsibilities: To maintain and develop a pipeline of prospects To prospect and secure new com...
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Date: 22 April
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Bath, Somerset
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£26,000 - £33,000 per annum
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18 applications
Our client a leading investment based business in central Bath is looking for a highly motivated and credible Team Manager to manage a busy back office administration team. In this key position you will act a role model for your team, demonstrating strong leadership capability and behaviours in order to maximise team performance and deliver an outstanding service. Role responsibilities; Manage team to achieve effec...
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Date: 19 April
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Newport, Gwent
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£20,000 - £23,000 per annum
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100+ applications
Our client, a very successful leading tax and actuarial consultancy in South Wales are looking to appoint a customer focused Mileage Helpline Assistant to provide assistance with technical queries regarding mileage tracking for company car owners. Role responsibilities will include: Answering mileage related queries and following up technical responses as appropriate Answering mileage related helpline via p...
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Date: 18 April
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Bristol, Avon
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£23,000 - £26,000 per annum, inc benefits
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6 applications
Our client is an award winning provider of self-invested pension schemes. They are currently recruiting an experienced individual to take up an Account Manager position in their busy and successful Bristol based team. In this role you will provide an essential service in the life cycle of SIPP administration and will be responsible for handling a portfolio of clients and their assigned financial advisers. You will be their initial poi...
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Date: 18 April
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Bristol, Avon
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£28,000 - £32,000 per annum, inc benefits
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6 applications
Our client a leading wealth management firm is looking to recruit within their Business Assurance/Sales Quality department. On a day to day basis you will be checking a range of business submitted by IFAs, providing feedback to the management team and Advisers on changes required to cases and ensuring that all advice given takes into account the customers current circumstances. This will also involve contributing to the identificatio...
If you’re employed within Financial Services you will have heard of us. We make a lot of noise and a lot of placements - from Sales Administrators to Chartered Financial Planners and everything in between. Whilst other recruiters have withered during difficult times we have sharpened our focus, profitably increased our market and client numbers whilst following a strategy to be clear market leaders in the South West of England....
If you’re employed within Financial Services you will have heard of us. We make a lot of noise and a lot of placements - from Sales Administrators to Chartered Financial Planners and everything in between. Whilst other recruiters have withered during difficult times we have sharpened our focus, profitably increased our market and client numbers whilst following a strategy to be clear market leaders in the South West of England....
If you’re employed within Financial Services you will have heard of us. We make a lot of noise and a lot of placements - from Sales Administrators to Chartered Financial Planners and everything in between. Whilst other recruiters have withered during difficult times we have sharpened our focus, profitably increased our market and client numbers whilst following a strategy to be clear market leaders in the South West of England....
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Date: 18 April
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Bath, Somerset
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£22,000 - £24,000 per annum
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3 applications
Our client a leading investment based business in central Bath is looking for a client services based consultant to work in this busy team. In this position you will fulfill a front line role and be acting as an initial point of contact for Financial Advisers and Clients. You will build and maintain very strong working relationships driving this through by ownership and work very closely with the field based Relationship Managers and...
11 jobs matching this search were posted in the last week
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Date: 18 April
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Bath, Somerset
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£16,000 - £18,500 per annum
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5 applications
Our client a leading and dynamic investment company is looking for an IFA Client Services Administrator to join them at their offices in Bath. The central responsibilities include; Broker Admin - To provide the most efficient commission, registration and network support service. Customer Relations - Deal with queries and requests from Financial Advisers and on occasions their clients. New Investments - Res...
Our client a high net worth Wealth Management Company based in Swindon is looking to expand its team and take on a trainee paraplanner to help support their technical team. The company takes pride in its in-house asset management portfolio, running their own WRAP platform to give clients the full benefit of their excellent investment expertise. This is a fantastic opportunity for someone wanting to build upon their knowledge and skills with...
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Date: 15 April
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Bristol, Avon
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£24,000 - £29,000 per annum
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2 applications
My client, a national consultancy and specialist brokerage is currently looking to recruit an additional Sales Quality Assessor within their financial planning department. Your role will involve providing a high quality audit service whilst evaluating the extent to which the firm is meeting its regulatory requirements. The main duties of the role are as follows:- To undertake sales quality assessments of financial ...
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Date: 12 April
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Bath, Somerset
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£19,000 - £23,000 per annum
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4 applications
Our client a well know and established IFA practice is looking for an experienced IFA administrator to provide dedicated sales support and provide a first class service to their clients. This role requires you to actively provide a dedicated and professional support function covering pensions, investments and protection. Duties will include new business processing, dealing with client files, corresponding with clients, issuing c...
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Date: 12 April
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Bath, Somerset
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£19,000 - £23,000 per annum
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7 applications
Our client a well know and established IFA practice is looking for an experienced IFA administrator to provide dedicated sales support and provide a first class service to their clients. This role requires you to actively provide a dedicated and professional support function covering pensions, investments and protection. Duties will include new business processing, dealing with client files, corresponding with clients, iss...
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Date: 11 April
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Bath, Somerset
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£30,000 - £35,000 per annum
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11 applications
Our client, a very successful investment organisation in Bath is looking to appoint an experienced additional Business Analyst within their operations support department. You will be working as part of a small team of analysts responsible for driving efficiency and scalability across the business relating to Investment Administration and Financial Services tools. Role responsibilities; Prioritise and define changes...
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Date: 11 April
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Bath, Somerset
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£16,000 - £18,000 per annum
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29 applications
Our client one of the UK’s fastest growing investment providers is looking to expand their team and is seeking a junior investment administrator. This opportunity has fantastic career prospects. This vacancy will be based in the dealing team. You will be processing investment instructions as well matching and processing client monies. Other duties will include liaison with various personnel including internal, external and third parti...
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Date: 11 April
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Bath, Somerset
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£16,000 - £18,000 per annum
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21 applications
Our client one of the UK’s fastest growing investment providers is looking to expand their team and is seeking a junior investment administrator. This opportunity has fantastic career prospects. This vacancy will be based in the dealing team. You will be processing investment instructions as well matching and processing client monies. Other duties will include liaison with various personnel including internal, external and third parti...
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Date: 11 April
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Bristol, Avon
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£20,000 - £25,000 per annum
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11 applications
Our client, a leading international professional services firm in Bristol are looking for a Senior Pensions Administrator to carry out administrative duties related to Annual Renewal and Pensions Increases. Your duties will include: Accurately calculate and pay out benefits for members of the pension schemes. Accurately undertake and check maximum benefit calculations. Undertake analysis on new pension ...
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Date: 11 April
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Bristol, Avon
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£25,000 - £35,000 per annum, inc benefits
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4 applications
A wealth management company approaching its 10th anniversary in business is looking to expand the team and take on an adviser to join their flourishing proposition. The company takes pride in its independence and provides a range of services to businesses and individuals focusing on investment management and employee pensions. In the run up to the RDR it has acquired a business and clients that require ongoing servicing. A client adv...
A wealth management company approaching its 10th anniversary in business is looking to expand the team and take on an adviser to join their flourishing proposition. The company takes pride in its independence and provides a range of services to businesses and individuals focusing on investment management and employee pensions. Due to its ongoing success and organic growth the business now require a new adviser to join the team. A cli...
