Wealth Management Support Associate

2 weeks ago


Cheltenham, Gloucestershire, United Kingdom IDEX Consulting Ltd Full time
Job Summary:
We are IDEX Consulting Ltd, a leading provider of bespoke financial planning services. We are seeking an experienced Paraplanner to join our team in Cheltenham or Hereford. This is a fantastic opportunity to join a dynamic and ambitious company, working with high net-worth clients and delivering tailored solutions that meet their unique needs.

Responsibilities:
• Providing administrative support to advisers and other teams
• Conducting research and analysis to inform client recommendations
• Developing and maintaining accurate and comprehensive reports
• Collaborating with colleagues to ensure seamless delivery of client projects

Requirements:
• Level 4 Diploma qualification in financial planning
• Excellent communication and interpersonal skills
• Ability to work effectively in a team environment
• Strong analytical and problem-solving skills

  • Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Join Our Team: Wealth Management AssociateOverview:Capio Recruitment is proud to partner with a leading Wealth Management outfit based in Cheltenham. We're on the hunt for a skilled Wealth Management Associate to help deliver exceptional financial services to our clients.The Role:You'll be part of a friendly and professional team that boasts a fantastic...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    Job Title: Business Operations CoordinatorThis is an exciting opportunity to join a leading Wealth Management company as a Business Operations Coordinator. The role involves providing administrative support to a Partner and their team, ensuring the smooth operation of the office. You will be responsible for preparing letters, presentations, and reports, as...


  • Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full time

    Job Description:This is a challenging and rewarding role for a motivated and organized individual who wishes to work as an Office Management Specialist in a fast-paced wealth management environment.As an Office Management Specialist, you will be working closely with a senior partner to ensure the smooth day-to-day running of the practice. Your duties will...


  • Cheltenham, Gloucestershire, United Kingdom Capio Recruitment Full time

    Cheltenham Financial Planning JobAre you looking for a challenging and rewarding role in financial planning? We are seeking a skilled Wealth Management Advisor to join our team in Cheltenham. This exciting opportunity offers a competitive salary of £29,000 - £35,000 + Bonus & Benefits, a comprehensive training package, and flexible working arrangements.As...


  • Cheltenham, Gloucestershire, United Kingdom Royal Bank of Canada> Full time

    About the RoleThis Office Operations Coordinator position is an excellent opportunity for someone looking to develop their skills in administration and make a real difference in the workplace.Job DescriptionThe successful candidate will work closely with our team in Cheltenham, providing administrative support and contributing to the smooth operation of the...


  • Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full time

    As a Private Wealth and Estate Manager at Chadwick Nott, you will play a crucial role in leading and developing our private client department in Cheltenham.You will be responsible for managing complex private client matters including wills, probate, tax planning and estate administration.This role requires a highly experienced lawyer with at least 6 years'...


  • Cheltenham, Gloucestershire, United Kingdom PT group Full time

    Job DescriptionWe are seeking a highly skilled Senior Private Client Professional to join our Cheltenham-based team. This is an excellent opportunity for someone who wants to take their career to the next level and make a real difference in the lives of our clients.The successful candidate will provide high-grade, profitable fee-earning support in the...


  • Cheltenham, Gloucestershire, United Kingdom NHS Full time

    We are seeking a talented Support Services Associate to join our team at Barchester Healthcare. As a Support Services Associate, you will provide essential support to our care home team, ensuring that we deliver high-quality care to our residents.About the RoleThis is an excellent opportunity to work in a fast-paced environment where you will have the chance...


  • Cheltenham, Gloucestershire, United Kingdom Education at Ivy Resource Group Full time

    Job Summary:We are seeking a highly motivated and enthusiastic Learning Support Associate to join our team at Education at Ivy Resource Group in Cheltenham. The ideal candidate will have experience working with young children and be passionate about helping them learn and grow.As a Learning Support Associate, you will work closely with the classroom teacher...


  • Cheltenham, Gloucestershire, United Kingdom Motus Legal Recruitment Full time

    Private Client Senior Associate: CheltenhamSalary Details: The successful candidate can expect a salary of around £110,000 per annum, based on experience and qualifications.Firm Overview: Our client is a prominent law firm in the Cotswolds region, delivering high-quality commercial and private client services. They cater to a broad range of clients, from...


  • Cheltenham, Gloucestershire, United Kingdom Compass UK & Ireland Full time

    Join Our Team - Support Services AssociateWe are seeking a Support Services Associate to join our cleaning and facilities teams for 14Forty.The successful candidate will be responsible for maintaining the cleanliness and organization of our facilities, ensuring high standards of hygiene and safety, and collaborating with team members to achieve shared...


  • Cheltenham, Gloucestershire, United Kingdom Turning Point Full time

    Job OverviewWe are seeking a compassionate and dedicated Homecare Support Associate to join our team in Cheltenham. As a Homecare Support Associate, you will play a vital role in providing high-quality support to individuals with learning disabilities and autism in their own homes.


  • Cheltenham, Gloucestershire, United Kingdom SUPERDRY Full time

    Job SummaryWe are looking for a skilled Inventory Management Associate to join our team at Superdry.About the RoleThis is an exciting opportunity for someone who is passionate about inventory management and has excellent analytical skills. As an Inventory Management Associate, you will be responsible for managing all bulk and interactive allocations of...


  • Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £25,000 - £35,000

    Join beBee Professionals in Cheltenham as an Operational Support Associate and be part of a vibrant team that delivers excellent customer service and contributes to our operational success.Main Job Functions:Provide service and support to customers.Take part in all aspects of the operational workflow.Work collaboratively with team members to achieve...


  • Cheltenham, Gloucestershire, United Kingdom Class 1 Personnel Full time

    Elite Event Support AssociateIf you're passionate about delivering exceptional service in fast-paced environments, this role is perfect for you! As an Elite Event Support Associate with Class 1 Personnel, you'll have the opportunity to work at elite sporting events in various capacities, including Plate Waiting, Wine Waiting, Bartending, and more.This...


  • Cheltenham, Gloucestershire, United Kingdom Meridian Business Support Full time

    We are seeking a highly motivated and charismatic sales professional to work in our design-led tile showroom based in Cheltenham. Our showrooms provide customers with a wealth of ideas on how to use beautiful tiles to create stunning rooms.About the RoleProvide exceptional customer service, building strong relationships with clients and ensuring their...


  • Cheltenham, Gloucestershire, United Kingdom HCR Full time

    About the OpportunityThis is an exciting opportunity to join our Private Client Team as a highly skilled Associate. You will be working with high net worth clients, including owner-managed businesses and agricultural clients, providing expert advice and guidance on a wide range of matters.Key ResponsibilitiesThe successful candidate will have a strong...


  • Cheltenham, Gloucestershire, United Kingdom WSH Group Full time

    Are you a culinary enthusiast looking for a challenging and rewarding role? The WSH Group is seeking a Culinary Support Associate to join our team on a full-time basis.This exciting opportunity comes with a salary of $40,000 per annum and offers a range of benefits, including ongoing training and development opportunities.In this role, you will be...


  • Cheltenham, Gloucestershire, United Kingdom beBee Professionals Full time £20,000 - £25,000

    We are looking for a dedicated Home Support Associate to join our team at beBee Professionals in Cheltenham. This critical role involves providing essential support and care to our clients, empowering them to maintain their independence and dignity.Key Responsibilities:Deliver personalized support to clients, encompassing daily living activities, such as...


  • Cheltenham, Gloucestershire, United Kingdom CV-Library Full time

    We are seeking a highly motivated and customer-focused individual to join our team as a Customer Support Associate. As the first point of contact for clients, you will provide exceptional support via phone and email, ensuring that customer inquiries are handled efficiently and effectively.The successful candidate will be responsible for responding to...