Financial Planning Support Specialist

About the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.

Job OverviewWe are seeking an experienced Senior Financial Planning Professional to join our team at Quilter Financial Planning. As a successful Financial Adviser based in or around East Grinstead, you will have a good client bank and be looking to strengthen future growth.This is an excellent opportunity for the right candidate to find out more about our...

Artemis Recruitment Consultants Ltd is looking for a skilled Financial Planning Specialist to join their team in Bath. As a Financial Planning Specialist, you will play a key role in providing technical support to our financial planners, helping them to formulate advice to clients.About the RoleTo assist the Financial Planner in preparing high-level...

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely with...

If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

Financial Planning Support SpecialistA highly regarded IFA firm is seeking an experienced financial planning support specialist to join their team in the South West region of England. As a financial planning support specialist, you will be responsible for providing administrative support to the financial planning team.This company is known for its positive...

Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...

We are seeking an experienced and ambitious Financial Consultant to strengthen our team at Quilter Financial Planning.As a Financial Consultant, you will be responsible for building and maintaining a strong client base, providing expert financial advice, and driving business growth.Our ideal candidate will have a proven track record of success in financial...

**Client Services Specialist** **Department: Customer Operations** **Reports to: Team leader** **Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **Salary: £21,680 - £27,000 (depending on experience) + Bonus + Excellent Benefits** About us **Join our Dynamic Team as a Client Services Specialist and be part of our...

Company OverviewQuilter Financial Planning is a leading financial services provider offering a range of solutions to individuals and businesses. Our team of experienced professionals is dedicated to delivering exceptional results and building long-term relationships with our clients.SalaryWe offer a competitive salary of £40,000 per annum, which can be...

beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and...

An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Bath. This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

Job DescriptionInformed Financial Planning is a reputable financial services company seeking an experienced Senior Financial Services Manager to lead our Paraplanner Team. This challenging role offers the opportunity to work in a dynamic environment and contribute to the growth of our organization.About the RoleThis full-time, permanent position involves...

Randstad Student Support is seeking an experienced Mental Health Support Specialist to join our team. As a specialist mentor, you will be responsible for providing emotional support and guidance to students in the Bath area.About the CompanyRandstad Student Support is a leading provider of student wellbeing services. We work with schools and colleges to...

We are seeking a highly skilled Senior Financial Planning Associate to join our team at Cavendish Maine. The ideal candidate will possess strong technical knowledge across all aspects of Financial Planning, with a desire to obtain Chartered Status.Key Responsibilities:Interpreting and analysing data obtained by Advisers.Providing high-quality, comprehensive...

Job DescriptionWe are seeking a highly skilled Data Protection Specialist to join our team at Novia Financial plc. The successful candidate will be responsible for providing expert support in all aspects of data protection, including overseeing the cultural, physical, and technical elements of our data protection framework.Main Responsibilities:Provide...

Job Title: Academic Skills Support SpecialistRandstad Student Support is currently seeking a dedicated and experienced Academic Skills Support Specialist to join their team. This role involves providing one-to-one support to students with specific learning difficulties (SPLD) in the Bath area.Key Responsibilities:To provide high-quality, personalised...

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **Join our Dynamic Team as a Client Services Specialist and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the heart of everything you do? At Novia, we take...

Your new role in a key division of Hays Accountancy and Finance will involve supporting the business by preparing monthly management accounts, analyzing variances, and forecasting sales trends. To succeed, you should have prior experience in management accounting and knowledge of ERP systems like SAP or Oracle, along with advanced Excel skills.As Financial...