Financial Planning Administrator

Our client is offering an excellent 'entry level’ role for individuals seeking a long term career in wealth management. They are looking for either a recent graduate in finance (or a degree in a finance or economics or similar discipline) seeking a graduateposition or someone with a level of experience of handling financial services administration....

I am seeking an individual with experience and the ability to administrate in financial services. Working alongside an independent wealth manager in a relaxed, open, and friendly environment who offers a personalised service to high-net-worth clients. **Role**: - Support and organise daily tasks. - Arrange and update client files. - Process new business -...

**Job Title: Senior IFA Administrator** **Salary: £26,000 - £32,000** **Location: Bath** 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...

A market leading Financial Planning & Investment Management organisation are currently in the market to recruit an Investment Administrator to join their Bath office. Our client has an outstanding reputation, they are a fully independent business that haveoffices across the UK. As an Investment Administrator you will play a vital role in supporting the...

Job Description Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support...

Mbf are working with a fully independent & Chartered Financial Planning organisation to recruit an experienced IFA Sales Support Administrator. The company are well known in the industry, they have won multiple awards and have a very strong presence in theSouth West of England. The company has grown considerably over the past 10 years and are expected to...

Are you looking to kickstart your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset? Juice is excited to be supporting a well-known Financial Services Company based in Bath City Centre, in their search for a Client Service Administrator to join their friendly team. The role has arisen...

**Operations Administrator** - £11 - £15 per hour - 3 months temporary, opportunity for temp to perm - 35 hours per week - Bath - hybrid - once/twice a week in the office and the rest work from home We’re proud to be partnering with an innovative Bath-based company who provide the technology required for people to access the financial markets. Our...

Reed Financial services are pleased to be representing a long standing IFA based in Bath who focus on private client and corporate advice, the role provides full back-office support . As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients. You will be...

**Location**: Bath **Salary**: £25K- £35K per Year **Contract**: Permanent **Type**: Full Time **Reference**: Ad180424_1713440619 **Posted**: April 18, 2024 A leading tier 1 contractor based in the South West is currently recruiting administration staff to help support the roll out of a new framework in the South West. The business employs over 1000...

We are looking for highly motivated individual to fill the role of Clinical trials administrator in our Planned Care Research team at the Royal United Hospitals Bath NHS Foundation Trust. The Planned Care Research portfolio ranges from observational studies to interventional clinical trials with this particular role covering studies from the Diabetes and...

Join our friendly and dynamic team at Mortgage Advice Bureau (MAB), where we pride ourselves on being a leading mortgage broker with a stellar reputation and over 70 awards in the past six years. Our core mission is to provide exceptional customer service and unwavering support to our clients throughout their mortgage journey. As a key member of our team,...

Job Title: Depot Administrator Location: Bath About the role As an Administrator, you will be working in a busy depot building rapport with your fellow colleagues and helping to support the smooth running of the depot operations. You will be completing daily administration duties and supporting the Team with any other duties required such as: ...

**Role Objective**: To provide administrative support to ensure efficient operation of the office. Supports managers and employees through a variety of tasks related to organisation and communication. **Key Responsibilities**: - Answering telephone calls and resolving queries or directing them forward as appropriate - Raising purchase orders against...

Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support with acquisitions...

Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support with acquisitions...

Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support with acquisitions...

Our client is a highly successful Financial Planning company with offices doted across the UK. They specialise in offering tailored, independent financial advice to their clients, ensuring they are offerings a high level of service. As the service they offer clients continues to grow, they are looking to grow the platform team to support with acquisitions...

Nursery Administrator Job title Nursery Administrator Department Westwood Nursery Salary Starting from £25,138, rising to £28,759 pro rata Grade Grade 5 Contract Type Part Time, Open Ended Placed on Wednesday 20 March 2024 Closing date Wednesday 03 April 2024 Interview date To be confirmed Reference CC11552 Special Conditions A DBS check is...

**The Bath Clinic** is part of Circle Health Group, Britain's leading provider of independent healthcare with a nationwide network of hospitals & clinics, performing more complex surgery than any other private healthcare provider in the country. **Circle Health Group are proud to be recognised as one of the UK’s 25 best big companies to work for and one...