Current jobs related to Financial Services Consultant - Bath, Bath and North East Somerset - Equisoft
-
Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
-
Financial Planning Specialist
1 day ago
Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full timeClient-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...
-
Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...
-
Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: IFA AdministratorWe are seeking a highly organized and detail-oriented individual to join our team as an IFA Administrator. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key Responsibilities:Provide exceptional aftercare...
-
Financial Services Expert
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Equisoft Full timeAbout the RoleWe are seeking a highly skilled and experienced Insurance Consultant to join our team at Equisoft. As a key member of our Insurance Directorate, you will play a critical role in delivering strategic business advice and go-to market strategies to our clients.Key ResponsibilitiesProvide strategic business advice and go-to market strategies to...
-
Financial Services Expert
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Equisoft Full timeAbout the RoleWe are seeking a highly skilled and experienced Insurance Consultant to join our team at Equisoft. As a key member of our Insurance Directorate, you will play a critical role in delivering strategic business advice and go-to market strategies to our clients.Key ResponsibilitiesProvide strategic business advice and go-to market strategies to...
-
Senior Financial Planning Administrator
4 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...
-
Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
-
Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
-
Financial Services Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full timeClient Advisor OpportunitySignature Recruitment is delighted to partner with a prestigious Chartered Accountancy Practice in the heart of Bath to find a talented Client Advisor.About the RoleThis is a fantastic opportunity to join a thriving practice as a Client Advisor, supporting the day-to-day financial operations and playing a pivotal role in building...
-
Financial Services Coordinator
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
-
Financial Services Coordinator
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Artemis Recruitment Consultants Ltd Full timeClient Services Administrator - BathWe are seeking a highly organized and detail-oriented Client Services Administrator to join our team at Artemis Recruitment Consultants Ltd. As a key member of our client services team, you will play a vital role in supporting our senior paraplanners and financial advisers in delivering exceptional client service.Key...
-
Financial Services Administrator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Wealthtime Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...
-
Financial Services Administrator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Wealthtime Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...
-
Technical Consultant
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Equisoft Full timeAbout EquisoftEquisoft is a leading provider of strategic consulting and technology solutions to the Investment and Insurance sectors. Our mission is to drive positive transformation in Financial Services for the benefit of our clients and their customers.About the RoleWe are seeking a highly skilled and motivated Technical/Digital Consultant to join our...
Financial Services Consultant
2 months ago
Consultant Analyst (Aspire) – Investments
About Altus Consulting
Altus Consulting is a leading strategic consulting and technology firm in the Financial Services industry. As part of Equisoft, a 1,000 people strong Financial Services solutions business, we work with over 250 firms globally to drive positive transformation in Financial Services.
Our team of around 100 consultants works on complex problems and largest transformations in the industry. We have been recognized in the Financial Times list of top UK Management Consulting firms for the last three years.
Our Mission
Headquartered in the UK, we are committed to driving positive transformation in Financial Services for the benefit of our clients and their customers.
Why Choose Altus Consulting?
We are a fast-growing, ambitious organization that offers genuine career advancement opportunities in a collaborative and highly stimulating environment. We are not your typical management consultancy, and we welcome candidates who are passionate about Financial Services and delivering business or technology solutions that make a genuine difference.
What We Offer
- Hybrid and flexible working arrangements
- Highly competitive salary and performance bonuses
- Sales and Profit bonus schemes
- Private medical insurance, life insurance, dental insurance, childcare vouchers, cycle-to-work scheme, pension matched contribution, and a range of other benefits
- Charitable/volunteering days, including participating in our children's Financial Literacy programme
- Discounted sports membership and a broad range of social events
Key Responsibilities
- Business change cycle – Understanding why and how businesses change, and where and how consultants help
- Methodology in change and project delivery – Learning to apply APEX, the Altus Programme Delivery Framework on client engagements
- Stakeholder management – Building the skills required to bring together the different disciplines and stakeholders required to make change a success
- Getting to grips with FS Regulations – Getting to know the regulatory frameworks that govern and safeguard the industry
- Thought leadership & marketing – Producing material to be published in the press and contributing to building thought leadership
- The sales cycle – Working on client pitches and proposals through to contract and project initiation
- How a consulting business is managed and operated – Understanding the component parts of an effective consulting business
What Support Will I Receive?
You will be supported throughout the programme to study and achieve certification for an industry-relevant qualification, such as CII, CISI, or other sector-focused training course. You will also be assigned a working mentor who can provide guidance on Altus vision and values, learning techniques, methods, models, and career progression.
Requirements
- 3-5 years of experience in the Investments industry
- Experience in a change, operations, or technical role within pensions, retirement solutions, long-term savings, or investments
- Proven track record of building strong business relationships
- A willingness to travel and undertake varying roles
