Adviser Support

**Company profile**: The Wealth Harbour is a boutique financial planning and wealth advisory firm. We look after a small number of clients to plan and manage their family wealth. This includes providing regulated financial advice on savings, Pensions & onshore and offshore investment accounts for both individuals and trusts. We work with our clients to build...

**Location**: Cheltenham **Salary**: Self Employed Uncapped OTE £60,000 **Job Reference Number**: MHE220124 Are you currently employed as a Mortgage & Protection Adviser? Fed up working long hours? Want to take the leap to go self-employed and reap the rewards of a fabulous work life balance? Our Managing Director has over 20 years’ experience as a...

Mentored by Director * Remote based role * Given an established book of business * No need to develop your own leads * Support towards achieving Chartered statusThe Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional service, and...

Mentored by Director * Remote based role * Given an established book of business * No need to develop your own leads * Support towards achieving Chartered status The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional...

Mentored by Director * Remote based role * Given an established book of business * No need to develop your own leads * Support towards achieving Chartered status The Burford Recruitment Company are delighted to be working with a local, highly successful, independent financial planning business. The team are dedicated to providing exceptional...

About the RoleSenior Tax Manager OpportunityWe are seeking an experienced Tax Manager to join our growing team as part of succession planning for the retirement of a tax partner.This is a full-time position based 2 days a week in the office, with hybrid work arrangement and travel to clients.The ideal candidate will have strong leadership skills and the...

Are you a dedicated HR generalist with a passion for helping local businesses grow and develop through their people? Are you looking for an autonomous role where you can make an impact supporting SME’s with their people strategies? HR People Support are an outsourced HR company, with a big heart for building relationships. We work closely to understand...

Job Summary: We are seeking an accomplished Tax Expert to lead our team in Cheltenham. As a senior partner designate, you will be responsible for providing strategic guidance on tax matters and advising clients on complex financial transactions. About Us:DRH Support Services is a leading provider of accounting, tax, and business advisory services. Our team...

About the RoleWe are looking for a highly skilled Support Services Coordinator - Financial Planning to join our team in Cheltenham. As a Support Services Coordinator, you will be responsible for providing administrative support to our independent financial advisers.Your key responsibilities will include:Managing the day-to-day administration of our financial...

We are looking for an enthusiastic and dedicated Community Sight Loss Adviser to take a lead role in providing our Information, Advice and Guidance Service for people with sight loss in the Cotswold district of Gloucestershire (covering Moreton-in-Marsh, Bourton, Chipping Campden & Cirencester).. The role will work 1-1 with clients, assessing their needs...

A leading Chartered IFA brokerage is currently seeking an ideally experienced IFA support to join their busy and growing team. You will be working as part of a team supporting the Paraplanners and Chartered advisers. Excellent salary, benefits and career path on offer and fantastic company culture and atmosphere. **Salary**: £25,000.00-£32,000.00 per...

Administrative Role in Financial Planning FirmThe Burford Recruitment Company Ltd is collaborating with an Independent Specialist Financial Planning firm based in Cheltenham. We are seeking an experienced, efficient, and meticulous administrator to provide support to independent financial advisers in ensuring clients receive a high level of ongoing...

Specialist Financial Planning AdministratorWe are seeking a highly skilled and experienced individual to support our team of financial advisers in Cheltenham. The successful candidate will have a structured career progression route, studying towards a Regulated Diploma Level 4 in Financial Planning.This is a fantastic opportunity to join a specialist...

Job Summary:We are IDEX Consulting Ltd, a leading provider of bespoke financial planning services. We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. This is a fantastic opportunity to join a dynamic and ambitious company, working with high net-worth clients and delivering tailored solutions that meet their unique...

OverviewWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team in Cheltenham. This is an exciting opportunity for someone who enjoys providing administrative support and wants to make a meaningful contribution to the success of our business.Job SummaryThe successful candidate will play a vital role in daily...

The Opportunity:We are seeking an experienced HR Support Specialist to join our team at The Opportunity Hub UK. This exciting opportunity offers the chance to work with multiple clients, providing tailored HR support and helping them navigate employee relations and foster a great workplace culture.**Responsibilities:**Manage all aspects of employee relations...

Role SummaryThis is an exciting opportunity to join Randall & Payne as an Assistant Client Manager, where you will play a key role in delivering exceptional client service and results-driven solutions. With a strong focus on teamwork, people, and relationships, we are looking for a motivated and experienced professional who can support our client base with...

**The Company** PKL, a division of Lowe Rental, is the leading commercial catering equipment and Portable Kitchen supplier to both public and private sector clients across the globe. With over 30 years’ experience, our unique culture is built on people, from motivating and developing our highly talented team, to truly listening to and delivering against...

Our National Financial Planning and Wealth Management client is currently going through rapid expansion to become one of the leading brands in Financial Services. Their aim is to deliver sophisticated financial planning and investment management solutions through a technology led service to enhance client experiences whilst delivering expert levels of...

About Randall & PayneWe are an established firm of accountants and business advisers dedicated to delivering success for our clients and the team alike. Our core values include Teamwork, People, Relationships, Quality, and Integrity.Job OpportunityWe are seeking an experienced Assistant Client Engagement Manager to join our friendly and approachable accounts...