Desk-Based Financial Adviser
3 days ago
Fram is working with an independent wealth management firm who are looking to engage with an experienced Financial Adviser to support its growing desk-based advice function. The firm is known for its professional standards and its focus on delivering clear, high-quality financial planning. The role involves providing regulated advice to clients through the firm’s digital and telephone-based channels. Advisers work on site in a structured environment, supported by established processes, strong technical resources, and a wider team committed to maintaining consistent compliance and service standards. The position suits someone who enjoys a desk-based setting, values predictable workflows, and is comfortable engaging with clients without the need for face-to-face meetings. This may appeal to a Level 4 qualified adviser with experience in an independent financial planning environment and strong technical capability across pensions, investments, and inheritance tax planning. Confidence using digital tools, CRM systems, and cashflow modelling software will be helpful. Familiarity with Intelligent Office would also be beneficial. We are keen to speak with individuals who are organised, client focused, and comfortable working in an office-based role where consistent delivery and technical accuracy are key. Applicants must have the right to work in the UK.
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Dementia Adviser
6 days ago
Somerset, United Kingdom Alzheimer's Society Full time**About The Role**: **Location**:This is a hybrid role - Community-based across North Somerset with some homeworking elements. - _ Alzheimer’s Society are proud to have a small, passionate and diverse team in the North Somerset area with a welcoming and supportive culture. This role is a pivotal one in our 5 Year, Help and Hope Strategy. You will provide a...
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Financial Controller
2 weeks ago
Somerset, United Kingdom Artemis Clarke Full time**Job title:Financial Controller** **Package:£50k - £55k** **Location:Somerset** **Reporting to:Managing Director** **Job type:Full Time** **The Client** Our client is a high-growth manufacturing SME based in Somerset. They are now looking to recruit an ambitious, dynamic and technically competent Financial Controller who will play a key role in...
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Dementia Adviser
1 week ago
North Somerset, United Kingdom AlzheimersSociety Full time**About The Role**: We are looking for an enthusiastic, motivated, and highly professional individual who would like to be part of Alzheimer’s Society Dementia Adviser Service in North Somerset! **About the role** **Location**: Community based in North Somerset, with homeworking elements. **Contract**: This is a 21-hour post, over three days. You will...
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Financial Assessment and Benefits
2 weeks ago
Somerset, United Kingdom Somerset County Council Full time**Why should I choose Somerset Council?** It is an exciting time to join us in Somerset. We have changed the way we work to focus on promoting independence for everyone - so that people can do the things that matter most to them and live the life they want to live. We are doing things differently to put the person at the centre of everything we do and to...
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Financial Administrator
1 week ago
Somerset, United Kingdom Bupa Healthcare Full timeFinancial AdministratorShockerwick House Care Home Lower Shockerwick Bath BA1 7LLCQC rating: Good rating: 9.8/10SalaryPermanent contract37.5 hours a week Monday to Friday 0830 -1630Welcome bonus: 1000*Shockerwick House is an historic building that has been lovingly converted into a care facility offering nursing and residential care convalescence palliative...
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Paraplanner
3 weeks ago
Bath, Somerset, United Kingdom Chase De Vere Independent Financial Advisers Limited Full timeResearching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development team, you will have the opportunity to work on a wide range of...
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Financial Services Administrator
7 days ago
Temple Cloud, Somerset, United Kingdom FNZ Full timeFinancial Services Administrator Bristol 9 month FTC ompetitive training excellent benefits Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? We're hiring Financial Services Administrators to join our growing operations team in Bristol....
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Financial Services Administrator
7 days ago
Temple Cloud, Somerset, United Kingdom FNZ Full timeFinancial Services Administrator Bristol 9 month FTC ompetitive training excellent benefits Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? We’re hiring Financial Services Administrators to join our growing operations team in Bristol....
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Financial Planner
7 days ago
Taunton, Somerset, United Kingdom BWD Search & Selection Full timeExcellent opportunity with a fast-growing, high calibre IFA firm to take over a substantial client base in the South West. The role offers a high degree of autonomy, only requiring 1-2 days in the office per week, with your time spent out seeing clients in Somerset and the wider SW region. Full paraplanning and one-to-one administration support is provided,...
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Financial Planner
7 days ago
Taunton, Somerset, United Kingdom BWD Search & Selection Full timeExcellent opportunity with a fast-growing, high calibre IFA firm to take over a substantial client base in the South West. The role offers a high degree of autonomy, only requiring 1-2 days in the office per week, with your time spent out seeing clients in Somerset and the wider SW region. Full paraplanning and one-to-one administration support is provided,...