Financial Planning Administrator

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...

**Financial Advisor** **Cheltenham** **£50,000-£55,000 DOE + Hybrid Working + Flexible Hours + Career Support + Career Progression + Bonuses** Are you a financial advisor looking to rapidly progress, with full guidance, study support and all the resources needed to build a successful and long-standing career, while maximising your full potential? Do...

**Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Cheltenham** A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including...

Reed's small SME client within the renewable energy industry are looking for a Scheduling Administrator to join the team on a permanent basis. The role is full-time Monday to Friday 9am to 5pm. The role is paying a salary of circa £30k and is a varied, fast-paced and interesting position. Duties: Liaising with customers, engineers and...

This is a fantastic opportunity to join one of Gloucestershire’s most prestigious financial services companies as a Business Support Administrator. You’ll be given full support and training as well as a brilliant benefits package. In return my client is looking for a highly organised, hard-working individual with a strong work...

**Chief Financial Officer - Financial Services Company** Harper May is currently working with a visionary financial services company providing an innovative service in financial planning and wealth management. Offering both business to business and business to customer services, they simplify financial planningto assist clients with the best options. They...

**Administrator** **£9.90p/h** **Full time - 37.5 hours per week** **Location -Bishops Cleave, Cheltenham. GL52 8YQ** **Hybrid after training** **Key Responsibilities**: - Vetting and activating new portfolios - Vetting and activating direct debits - Vetting Transfers In and sending authorities to providers - Checking paperwork and making...

**About us** Cheltenham IFA Ltd is a successful firm of Independent Financial Advisers in the heart of Cheltenham. We pride ourselves on having a strong team who work together to ensure the best outcomes for our clients. Our small but busy Operations team is expanding to allow for internal development and growth and we are looking for an experienced,...

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 - 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...

**PLEASE NOTE, TO BE CONSIDERED FOR THIS ROLE YOU MUST APPLY ON THE LINK BELOW**: The role will involve working independently or as part of a team and will include developing, implementing, maintaining and improving administrative services in line with the business needs. **What you will do in your working day** **Your duties will include**: - Opening and...

**Administrator** **Cheltenham** **Temp-Perm** **£20,000 + Monthly Performance Bonus** My fast-paced, thriving, and successful client based in Cheltenham are seeking reliable and confident individuals to join their growing team. My client offers great earning potential and fantastic progression opportunities within a supportive team. Ideally you will...

Want to work within the Legal sector? Want to work for a Legal firm that has an awesome reputation?Want to work in a role that will keep you feeling fulfilled whilst embedding yourself in a team that wants you to progress and succeed?This opportunitycould be the answer you’ve been looking for. Working within one of the UK’s top 70 legal firms in their...

**Administrator** Cheltenham About Us: We are Working for a Global Risks company; we thrive on collaboration and lasting relationships. They have a presence in over 150 countries and a team of 600+ professionals worldwide, as a top 10 contributor to Lloyd's. Join them, and embark on a journey of professional and personal growth. Our client will invest in...

Carbon 60 are looking for a **contract support administrator** on a temporary ongoing basis for at least 4 months. **Location**: Cheltenham **Pay Rate**: £11.05 per hour **Hours**: Monday to Friday 8-5 **The Role**: - Dealing with day-to-day enquiries for the team and clients - Producing Financial Statements and statistics - Raising work orders for new...

**Accounts Administrator** **Cheltenham** **£20,000 - £25,000 Permanent Part-time/ Full-time** An opportunity to join a diverse, privately-owned service sector business as Accounts Assistant. You will be a key part of a small successful team where you will be able to demonstrate a pro-active approach to all areas of finance whilst assisting the...

FMCGCheltenhamc. £65,000 + BenefitsThe CompanyThis established FMCG business has an enviable reputation with an interesting and diverse product range. Due to their continued success and growth, they are keen to recruit a confident and experienced Financial Accounting Manager looking to join an established and collaborative team in a diverse role, offering...

FMCGCheltenhamc. £65,000 + BenefitsThe CompanyThis established FMCG business has an enviable reputation with an interesting and diverse product range. Due to their continued success and growth, they are keen to recruit a confident and experienced Financial Accounting Manager looking to join an established and collaborative team in a diverse role, offering...

Our public sector client in Cheltenham is seeking a PMO Administrator on a 6 month contract. This role is responsible for supporting the PMO range of activities to enable the effective and timely delivery of projects within the workstreams of a programme. This includes providing administrative support, producing reporting MI and the required material for...

well-organiseda Our client is seeking an experienced administrator/receptionist for their busy office in Chelmsford. The company is provider of quality glazing products to the local area. Duties will include: - Greeting vistiors to the premises and providing refreshments if required - Answering calls - Dealing with incoming and outgoing post/parcels -...