Client Services Associate, Financial Planning

**Job Title: Financial Planning Support Administrator** **Location: Taunton** **Salary: £26,000 - £30,000 + Bonus & Benefits** Our client is searching to find a skilled and motivated Financial Planning Administrator to join the existing team in the South West and provide support to a number of existing Independent Financial Advisers, (IFA’s) and...

Established in 2000, we are a small independent mortgage and financial advice firm that has, over the past 24 years, grown organically and we now manage the needs of a large client bank. Covering the whole of the South West and further afield, we pride ourself on offering a service which is second to none and encompasses all areas of Financial...

**iSalary**: Starting from £25,000.00 per annum, plus benefits and bonus package - (This will be depending on both Financial Services experience and qualification status)_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks...

Want to work for an award winning company? Looking for a great team of people to work with who will support you? Then this could be for you! This great opportunity as a **Financial Services Administrator** is with a firm of chartered financial planners, who are passionate about their work, driving up standards in the industry and delivering an outstanding...

Want to work for an award winning company? Looking for a great team of people to work with who will support you? Then this could be for youThis great opportunity as a Financial Services Administrator is with a firm of chartered financial planners, who are passionate about their work, driving up standards in the industry and delivering an outstanding service...

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...

BBBH49569_1700494567 - GBP£52,000.00-GBP£62,000.00- Taunton, Somerset- Permanent**Private Client Associate 3+ years PQE or CILEX l Top 100 Firm l Bristol** **The firm**: This Top 100 firm differentiates itself from the market through its industry-led strategy of delivering legal services. Their lawyers use their deep understanding of the sectors they work...

BBBH49569_ GBP£52,000.00GBP£62, Taunton, Somerset PermanentPrivate Client Associate 3+ years PQE or CILEX l Top 100 Firm l BristolThe firm:This Top 100 firm differentiates itself from the market through its industry-led strategy of delivering legal services. Their lawyers use their deep understanding of the sectors they work in to improve client outcomes...

Field Service EngineerSouth West Patch - based around Taunton, Exeter, Tiverton, Honiton, Wellington, Crediton, Bridgwater, and moreNegotiable Salary + Lead Bonuses + Great Training + Overtime + Vehicle + Progression + 25 Days Holiday + PensionAre you a multiskilled engineer looking to join well renowned international business, offering a role where you will...

Field Service EngineerSouth West PatchNegotiable Salary + Lead Bonuses + Great Training + Overtime + Vehicle + Progression + 25 Days Holiday + PensionAre you a multiskilled engineer looking to join well renowned international business, offering a role where you will be invested in with full industry training to allow you to progress your career with the...

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...

**The Role** We are looking for self-employed Mortgage Brokers to join our exciting team. Main Responsibilities include; - Meeting with clients in person, virtually or over the phone - Fact Finding - Assessing an Income & Expenditure breakdown - Assessing which type of mortgage is most suitable for each client - Keeping up to date with new mortgage...

**iSalary**: £25,000.00 - £30,000.00 per annum, plus benefits and bonus package - (This will be depending on both Financial Services experience and qualification status)_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks...

**Salary**: Starting from £23,000.00 per annum, plus benefits and bonus package - (This will be negotiable depending on Financial Services experience and qualification status)_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13...

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 daytoday queries Building and maintaining client relationships General administration duties Diary...

**White Financial Services** **Location: Taunton, Somerset** Are you an experienced Mortgage & Protection Consultant seeking the flexibility and autonomy of working from home? Join our team at White Financial Services and unleash your potential in the dynamic world of mortgage broking. **Position Overview**: As a Mortgage & Protection Consultant, you will...

**Salary**: Up to **£26,500.00** per annum, (D.O.E.) with a bonus package of up to **£3000.00** per year. **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks ½ pay with / Paternity (after 2 years’ service) = 4 weeks full...

Are you looking for a company where you can build on your career and have lots of opportunities to develop and progress and also really enjoy going to work? If you have an understanding around Finance Advice then we would love to hear from you. We have an opportunity for a Financial Services Coach to join this award winning company in a supportive yet fun...

Private Client Senior Associate/Partner Taunton (hybrid) Are you an experienced private client lawyer looking to progress to partner, or a current partner aiming for equity? One of their strengths is their private client team, which has consistently proven successful over the years. They welcome fresh ideas and ambitious plans. Organic growth in the...

Private Client Senior Associate/Partner Taunton (hybrid) Are you an experienced private client lawyer looking to progress to partner, or a current partner aiming for equity? One of their strengths is their private client team, which has consistently proven successful over the years. They welcome fresh ideas and ambitious plans. Organic growth in the...