Financial Planner

Transport PlannerSite:Wincanton LRS, Gloucester Buisness Park, Brockworth, Gloucester GL3 4AJSalary up to £32,000 per annum (40 hours per week, Monday to Friday between 8.00 am 17.00 pm).Join our Wincanton Group Transport Team, supporting our customer LRS with producing transport plans for multiple sites, as well as the national backhaul plan. Joining our...

Mbf are working with one of our very best clients to recruit an experienced Paraplanner/Client Manager. The business are true market leaders with offices across the UK, they are a Chartered & fully independent business that have won multiple industry awards.The client is now seeking to recruit a Paraplanner/Client Manager to join their growing Cheltenham...

We are working with a national Employee Benefits & Financial Planning organisation to recruit an Employee Benefits Administrator. Our client has offices throughout the UK, they are a multi award winning business that have a fantastic reputation. They are a fully independent company that hold Chartered status, the business has grown organically over the past...

Head of Sales and Marketing - CheltenhamAbout Attivo:Attivo are Lifestyle Financial Planners.We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds...

Head of Sales and Marketing - CheltenhamAbout Attivo:Attivo are Lifestyle Financial Planners.We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds...

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential that you have...

Join one of the UKs top financial planning organisations renowned for delivering exceptional client-focused solutions. The business we are working with is dedicated to helping clients achieve their financial goals through innovative strategies and personalised service. They are committed to professional development, offering a collaborative and dynamic work...

Senior Investment Operations Administrator Full-time/Permanent position Hybrid role- Cheltenham- 2 days a week (Parking allowance available when on-site in Cheltenham) Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees.......

Employee Benefits Consultant - Hybrid (2 days per week in Office)About Attivo:Attivo are Lifestyle Financial Planners.We're a privately owned company. We prefer it that way. It means we're free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an...

Post Team Administrator - CheltenhamAre you a team player looking to join a well-established, friendly team? Do you have excellent attention to detail and strong organisational skills? Are you looking for an employer that offers excellent benefits including flexible working? If so, please keep reading.Attivo are currently recruiting for an Post Team...

Job DescriptionAn outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential...

Senior Investment Operations AdministratorFull-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees A business...

Senior Investment Operations AdministratorFull-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a business that are 100% committed to the future development of their employees........A...

Senior Investment Operations AdministratornFull-time/Permanent positionnHybrid role- Cheltenham- 2 days a weekn(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level?Would you like to work for a business that are 100% committed to the future development of their employees.........A...

Senior Investment Operations AdministratorFind out more about this role by reading the information below, then apply to be considered.Full-time/Permanent positionHybrid role- Cheltenham- 2 days a week(Parking allowance available when on-site in Cheltenham)Are you ready to take your investment operations career to the next level? Would you like to work for a...

Senior Business Assurance / Quality Review / Compliance / Financial ServicesCompetitive Salary + Up to 25% Performance Bonus + Superb Benefits - Amazing packageGLOUCESTERSHIRE & Home Working (minimum 2 days office based) Must have the level 4 Diploma and wants to work towards Chartered Status A superb opportunity exists to join a leading wealth management...

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development opportunities. It is essential that you have...

An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice. A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal developmentopportunities. It is essential that you have...

Financial Planner/ Financial Adviser/ IFA/ Independent Financial Adviser/ Wealth Manager We are working with an established regional IFA who due to growth are looking to take on a new Financial Planner at their Cheltenham office. **What’s on Offer?** - Salary of up to £80,000 - Full support by Paraplanning and Relationship Management teams - Competitive...

**Chartered Financial Planner - Gloucestershire/Midlands/Buckinghamshire** **About Attivo**: Attivo are Independent Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely...

Are you level 4 Diploma qualified? Looking for that opportunity to kick start your career as a successful Financial Planner? We are pleased to be working with a specialist financial planning firm with offices across the South of the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis. You will receive...

Are you level 4 diploma qualified? Looking for that opportunity to kick start your career as a successful Financial Planner? We are pleased to be working with a specialist financial planning firm with offices across the South of the UK! Due to recent expansion they are now looking to hire x3 Trainee Financial Planners on a remote basis. You will receive...

**Trainee Financial Planner - Cheltenham** *Are you looking for a rewarding career as a Financial Planner? Do you hold or are you close to achieving your CII Diploma in Regulated Financial Planning? Are you looking for a business that will invest in your future and support your ambition to become a Chartered Financial Planner? If so, please keep...

About our clientIdex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.Our client is a privately owned firm offering a full range of active and discretionary investment services alongside a financial planning team offering full independent advice to private...

We have a new **Desk Based Financial Planner** opportunity to join this well-established Wealth Management firm. This role specialises on **Corporate Advice**and**Employee Benefits**. You will actively manage a portfolio of clients, providing excellent client service and spotting further opportunities through understanding your client’s needs. To work...

HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses. We are looking for an experienced IFA Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great opportunity for someone who has a wealth of...

An opportunity has become available for a Financial Planning Admin in Bath/Cheltenham/Chelmsford to join a growing financial planning firm within a hybrid type opportunity! **Your role will include but will not be limited to**: - Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner. - Record annual...

**Financial Planning Associate - Academy Opportunity** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

**Head of Marketing** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest - an approach that builds trust...

Financial Advisor - TraineeDue to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax...

Financial Advisor - Trainee Due to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham. They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax...

Financial Advisor - TraineeDue to continuing growth, my client is looking for Trainee Financial Advisor's in several of their locations including Cheltenham, Cleckheaton, Chester/North Wales and Durham.They are looking for professional people who can develop into a role and be able to offer expert advice on suitable investments, private pensions, tax...

_**Operations Assistant**_ - HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses._ - We are looking for an experienced Operations Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great...

**Trainee Financial Accountant - Cheltenham (hybrid) - September 2024 start** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely...

**Trainee Financial Accountant - Cheltenham (hybrid)** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

**Trainee Financial Accountant - Cheltenham (hybrid) - September 2024 start** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely...

**Trainee Financial Accountant - Cheltenham (hybrid)** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...

**Trainee Financial Accountant - Cheltenham (hybrid)** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and honest -...