Financial Adviser
1 month ago
Job Title: Financial Adviser
Location: Bath
Salary: Up to £70,000
Job Ref: 9182
Job Description: Financial Adviser
Recruit UK is working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Bath dealing with clients across the South West (Mainly Bath & Bristol).
Company:
This is a UK-wide company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:Financial Adviser
Working with senior Financial Planners, managing an existing client bank, and dealing with new HNW client enquiries. You will provide clients with independent financial advice and make recommendations on how to best meet their goals. Managing and developing your own client bank. Full paraplanning and admin support.
What’s in it for you:
- Competitive starting salary £50k to £70k dependent on experience
- Existing HNW client bank (c£250k ongoing fees)
- HNW Client leads - Typical client £500k to invest
- Excellent bonus schemes - OTE £100k+
- Excellent Benefits: DIS, Flex Bens, Pension
- Flex working - office/home based
- IFA, Paraplanning, Compliance and Administration support
- Study support
-
Financial Adviser
4 weeks ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial AdviserLocation: BristolSalary: Up to £75,000Job Ref: 9182Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for a Financial Adviser to join a well-established UK Financial Advice company with offices in Bristol dealing with clients across the South West (Mainly Bath & Bristol).Company: This is a UK...
-
Trainee Financial Adviser
3 months ago
Bath, United Kingdom The Oakfield Group Full time**Job description** **Trainee Financial Adviser** If you want to get into Financial advice, then we have the opportunity for you. Our client will take you from zero to fully qualified in a maximum of 12 months. The training plan, support and development is market leading. Their direct to advice training model is a proven success, no sitting around in an...
-
Key Accounts Team Leader
3 months ago
Bath, United Kingdom Novia Financial Full timeKey Accounts Team Leader **Department: Key Accounts** **Reports to: Senior Manager - Client Services** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working **About us**: Novia Financial is an award-winning financial technology company based in the heart of Bath, just a 5-minute walk from the train and bus stations. We launched to market in...
-
Customer Services Executive
3 months ago
Bath, United Kingdom Novia Financial Full timeCustomer Service Executive **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £22,500 + bonus + excellent benefits **Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still...
-
Customer Services Executive
3 months ago
Bath, United Kingdom Novia Financial Full timeCustomer Service Executive **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £21,255-£25,000 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but...
-
Client Services Specialist
3 months ago
Bath, United Kingdom Novia Financial Full time**Client Services Specialist** **Department: Customer Operations** **Reports to: Team leader** **Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **Salary: £21,680 - £27,000 (depending on experience) + Bonus + Excellent Benefits** About us **Join our Dynamic Team as a Client Services Specialist and be part of our...
-
Customer Services Administrator
3 months ago
Bath, United Kingdom Novia Financial Full time**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the...
-
Mortgage Adviser
4 days ago
Bath, United Kingdom CareerStone Full time£33 - 35k basic salary DOE, £75k OTE Hybrid role: office-based 3 days a week, home-based 2 days a week. Other benefits include: Company pensionEmployee discountHealth & well-being programmeLife insurancePrivate dental insurancePrivate medical insuranceReferral programme The company: Our client is a highly respected Whole of Market brokerage with 25...
-
Complaints Investigator
3 months ago
Bath, United Kingdom Novia Financial Full timerobust complaints framework appropriate to Novia Financial Plc, and for helping the business identify operational changes that will improve customer outcomes. Key responsibilities are the logging, acknowledgment, investigation, and final resolution of complaints to meet our financial services regulatory timescales, including responding to the Financial...
-
Customer Service Administrator
3 months ago
Bath, United Kingdom Novia Financial Full timeCustomer Services Administrator **Reports to: Team Leader** **Main Location: Bath - Hybrid working split between office and home working** **Salary: £21,680 + bonus + excellent benefits Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home,...
-
Customer Services Administrator
3 months ago
Bath, United Kingdom Novia Financial Full timeCustomer Services Admin **Reports to: Team Leader** **Main Location: Bath hybrid working 2 days in office 3 days at home** **Salary: £21,255 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but still...
-
Customer Service Administrator
3 months ago
Bath, United Kingdom Novia Financial Full timeCustomer Services Administrator **Reports to: Team Leader** **Main Location: Bath hybrid working 3 days in office 2 days at home** **Salary: £21,680 + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you looking for a role that offers the flexibility of working from home, but...
-
Financial Advisor
1 month ago
Bath, United Kingdom Ramsay & White LTD Full time**Financial Adviser** Ramsay & White Wealth Management is a leading financial planning firm based in Bath. We are currently seeking a Financial Adviser to join our team, with a focus on providing expert advice on pensions, investments, and retirement planning to our clients. **Responsibilities**: - Provide tailored financial advice and solutions to...
-
Environment and Planning Adviser
3 months ago
Bath, United Kingdom Wessex Water Full timeOur people tell us Wessex Water is a great place to work, and they stay with us! We are proud of how we support development and career progression. We continue to promote diversity and inclusion. With that in mind, we welcome all applicants. We have an exciting new vacancy for an Environment and Planning Adviser to join the team. If you are looking for a...
-
Client Services Executive
3 months ago
Bath, United Kingdom Novia Financial Full time**Client Services Executive **Reports to: Team Lead** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £26,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Executive and be part of our Multi-Award-Winning** **Company! **Are you passionate about delivering...
-
Protection Advisor
2 months ago
Bath, United Kingdom Lansdown Financial Services Full timeLansdown Financial Services are an ambitious Mortgage and Protection Broker based in the heart of Bath. We are looking to expand our team and are looking for an experienced Protection Adviser to join us. Our clients and customers are at the heart of everything we do, and providing an outstanding service is paramount to how we operate. We are ideally...
-
HR Adviser
3 months ago
Bath, United Kingdom Wessex Water Full timeAre you an HR Adviser who really enjoys playing a pivotal role in delivering a one stop shop on employee relations together with supporting the HR Business Partners with projects and providing meaningful data to help the organisation achieve its business objectives through our most important resource, our people? If so, we have a great opportunity for an HR...
-
Customer Service Agent
3 months ago
Bath, United Kingdom Novia Financial Full time**Department: Customer Experience** **Reports to: Client Services Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **About us** At Novia, we take pride in being a Multi-Award-Winning financial technology company, renowned for our 5- star service platform. Our shared purpose and core behaviours—Seek...
-
Client Services Specialist
3 months ago
Bath, United Kingdom Novia Financial PLC Full time**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **Join our Dynamic Team as a Client Services Specialist and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the heart of everything you do? At Novia, we take...
-
Financial Planner
3 days ago
Bath, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Planner Ref: 9048Location: UK Wide (Home Based) Salary: £60,000 with first year OTE of £120,000 Recruit UK is working with a successful Wealth Management company which is growing its UK Financial Planning team. They have opportunities across the UK for experienced Financial Adviser who thrive off new client engagement and can...