Client Services Associate, Financial Planning

A successful financial planning & investment management practice based in Taunton are looking to recruit an experienced and motivated Financial Adviser to join their team. The role has arisen due to an existing financial adviser retiring from the industryand presents a fantastic opportunity for a driven individual to take on a full client bank. Key...

Our client, a well-established Chartered Independent Financial Planning firm is seeking an **Independent Financial Services Administrator** to join their team based in Somerset. **What will you be doing?** - Act as a point of contact for clients to answer their day-to-day queries - Building and maintaining client relationships - General administration...

Role: Client Manager **Salary**: £40,000 - £45,000 Location: Taunton Overview: Quinton Davies is working on behalf of a large regional accountancy practice in the Southwest who are looking for a Client Manager. Main Duties and responsibilities: - Manage the day to day needs of a client portfolio, including being the first point of contact. - Plan, carry...

Due to the planned merger of Somerset NHS Foundation Trust (SFT) and Yeovil District Hospital (YDH) completing in early 2023 we will be the sole provider for services in most of Somerset. As part of this merger we are updating our delivery and support structures and we are seeking a senior clinical leader to work in the leadership triumvirate covering the...

Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning advice to a large portfolio of clients with substantial on-going advice fees and you will benefit from ongoing lead generation. The Independent...

GBR Recruitment have a great opportunity for a **Financial Accountant** working for our major Engineering client based close to Yeovil & Taunton in the South West of the UK. In this key Finance / Accounts role, you will be able to provide effective accountancy services, plus high-quality financial information. **You will be AAT 3 qualified** (or equivalent...

Robert Half are delighted to be partnering with an ambitious, high growth client based in the heart of Somerset. They are in the market for a Year End/ Financial Accountant who will be responsible for consolidating financial reports, financial statements,and managing the audit. This role is directly reporting into the Group Financial Controller, providing...

**Do you have previous experience of working within Financial Services and want to progress your career in a company that really values their staff and offers long term progression and development? If so this could be great opportunity for you.** **JOB TITLE**: Senior Client Relationship Manager **LOCATION**:Wellington, Somerset (Office...

Finance officer - Somerset £39 per hour Hybrid working Contract - Full Time: Analysis and interpretation of financial information Financial/Budget monitoring experience Experience of working in a finance environment and dealing with complex accounting and statutory reporting issues Experience of using Microsoft Excel and Outlook. Knowledge of County...

To succeed in this role at Somerset NHS Foundation Trust you will have: o Experience of NHS Finances. Knowledge of Financial Systems and packages is essential. o Working Experience in an NHS environment and processes on IFRS16. o Experience of working with operational teams around capital planning. We are looking to recruit a Capital Support...

Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

Are you a highly experienced Financial Advisor in Somerset / Devon, seeking an employed job, working from home with quality leads provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success.You will benefit from their multiple lead...

Are you ready to embark on a journey with an innovative insurance and financial services company that's rewriting the rules of exceptional service? Look no further! Our client is on the lookout for a dynamic Customer Service Administrator to become a cornerstone of our success story.Imagine a career where every day presents new challenges, opportunities, and...

Phillips Grant Associates are assisting a financial services business based in Taunton to recruit for a Business Case Handler. The business continues to go from strength to strength and has enviable reviews and a loyal client base. The office environmentis friendly and professional and for the right person can offer the chance of progression and development...

SYNLAB UK & Ireland have extensive experience of working in partnership with the NHS to deliver and improve pathology services through its existing pathology joint ventures - including Southwest Pathology Services (SPS). Our team at SPS have been fundamental to the principle of making a positive difference to healthcare within Somerset for 10 years and we...

Simple Recruitment are looking for a Customer Service Advisor for our client based in Taunton to join their team on a temporary basis. Key Responsibilities: * Responsible for receiving and administering all housing complaints into the service within set timescales * Interrogating in-house systems, speaking to colleagues and using policies and...

Simple Recruitment are looking for a Customer Service Advisor for our client based in Taunton to join their team on a temporary basis.Key Responsibilities: * Responsible for receiving and administering all housing complaints into the service within set timescales * Interrogating in-house systems, speaking to colleagues and using policies and processes to...

Simple Recruitment are looking for a Customer Service Advisor for our client based in Taunton to join their team on a temporary basis.Key Responsibilities: * Responsible for receiving and administering all housing complaints into the service within set timescales * Interrogating in-house systems, speaking to colleagues and using policies and processes to...