Financial Administrator

**Company** Cactus Financial Planning is a firm of Independent Financial Advisers based in the centre of Cheltenham. We specialise in providing retirement and investments advice to medium and high net worth individuals. **Job Outline** We are looking for a part time financial administrator - circa 20-24 hours per week. You will be involved with all...

**Location**: Cheltenham office based, hybrid post 3-month probation **Full time**: 35 hours however 28 hours per week may be considered **Salary**: Highly competitive plus the potential of 10% annual bonus and employee benefits. Working as part of the team at an Appointed Representative of St. James’s Place Plc. An excellent opportunity has arisen for...

**Financial Administrator** **Do you want to work for one of Cheltenham's most respected Wealth Management firms? Are you studying for your DipFA qualifications or perhaps you are already fully qualified and want to work with or learn from the absolute best? Great - My role may be perfect for you!** My client offers unbiased advice, and understands clients...

This is an exciting opportunity to join an expanding mortgage brokerage in the centre of Cheltenham. You will be part of a friendly team and working for a company that has been going from strength to strength, with a recognised reputation for providing clients with excellent service and advice. **Responsibilities include**: Providing administration support...

**More about the role**: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liaising with product providers to obtain client information and dealing with client queries.**Alice Halford****: Senior Recruitment Consultant **Responsibilities**: - Liaising with...

We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presenceand offices across the UK. They are now seeking to recruit an Administrator who can join one of their...

**Wealth Management Administrator** **Location: Cheltenham** **Salary: £24,000 - £30,000 + Bonus** **Hours: Full time** An excellent opportunity has arisen for a professional Wealth Management Administrator to join this friendly Senior Partner Practice of St. James’s Place. The Practice is focused on providing a high level of service to their High...

**Job Title**: Entry Level Financial Administrator **Industry**: Financial Services **Location**: Bath/ Cheltenham/ Chelmsford **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in...

Key responsibilities - Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. - New and existing client communications and queries. - Assisting in the smooth day to day running of the general office by providing administration support to colleagues. - Undertaking responsibility...

Preparing meeting packs Long Term Career Progression Job Title : Entry Level Financial Planning Administrator Industry : Financial Services Location : Bath/ Cheltenham Salary : Up to £23,000 Job Reference : 9028 Job Description : Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Cheltenham **Salary**: £18,000 - £22,000 **Job Reference**:7602 Recruit UK is working on an excellent opportunity for an Administrator to join a Financial Planning firm. Our client is a successful financial planning firm who specialise in asset management, retirement planning...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Cheltenham **Salary**: £18,000 - £22,000 **Job Reference**:7602 Recruit UK is working on an excellent opportunity for an Administrator to join a Financial Planning firm. Our client is a successful financial planning firm who specialise in asset management, retirement planning...

Preparing meeting packs Long Term Career Progression Job Title : Entry Level Financial Planning Administrator Industry : Financial Services Location : Bath/ Cheltenham Salary : Up to £23,000 Job Reference : 9028 Job Description : Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm...

We are working with a very successful Financial Planning/Wealth Management organisation in the centre of Cheltenham to recruit a Financial Services Administrator. The company are highly regarded and have won multiple awards, they have a national presence and offices across the UK. They are now seeking to recruit an Administrator who can join one of their...

We are working with a National Financial Planning organisation who are seeking to recruit an entry level Financial Services Administrator to join their growing team. The business is well known, established and are constantly growing, they are looking torecruit an additional member of staff to join their friendly administration team to help with the busy...

Juice Recruitment are delighted to be supporting a leading financial services company in their search for a Mortgage Administrator! **DAY TO DAY** - Providing administration support to our team of mortgage brokers - Liaising with third parties such as lenders, solicitors and estate agents to gain cases updates - Checking of clients’ documents, inputting...

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...

Advisor AssistantLocation: Cheltenham - Town Centre (GL50)Salary: Highly competitive with potential for 10% annual bonus, plus income protection, critical illness, and death in service employee benefitsHours: Full time, Office based – 9.00am – 5.00pmWorking as part of the team at an Appointed Representative of St. James’s Place Plc.An excellent...

**Office administrator** **Bishops Cleave** **£9.90 per hour** **Temporary - on going** Are you looking for your first office administration role? Or a new challenge? We are looking for motivated and organised administrators to join my fantastic client based in Cheltenham! **Key responsibilities**: - Liaising with internal colleagues within the...

**Financial Planning Administrator (IFA) - 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...