Financial Planning and Administration Expert
4 days ago
We're looking for a motivated and conscientious Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services.
As a valued member of our team, you'll have the opportunity to contribute to our strategy and make a real impact on our business.
Our management style is light touch, so you'll have the trust and support you need to excel in your role.
You'll be working on a range of exciting projects, from financial planning to administration, and will have the opportunity to develop your skills and expertise.
We offer a competitive salary of up to £30,000, plus a discretionary bonus and a range of benefits, including:
- Pension (5% matched; connect to salary exchange)
- Private Medical Insurance (full cover, MHD, individual but option to add family)
- Income Protection (pay through to retirement)
- CashPlan Benefit
- Holiday (25 days + bank holiday + birthday)
- Volunteering / charity day (can be used independently or collegiately with team)
- Cycle to Work scheme
- Full expenses – includes travel expenses
We're looking for someone who is passionate about financial planning and administration, and who is committed to delivering excellent results.
If you're a motivated and conscientious individual who is looking for a new challenge, we'd love to hear from you.
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning services.Key ResponsibilitiesProvide administrative support to our financial planning...
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning services.Key ResponsibilitiesProvide administrative support to our financial planning...
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
-
Senior Financial Planning Administrator
3 weeks ago
Bristol, Bristol, United Kingdom Exchange Street Claims & Financial Services Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Planning Administrator to join our team at Exchange Street Claims & Financial Services. As a key member of our team, you will play a vital role in providing exceptional support to our clients and colleagues.Key ResponsibilitiesProvide administrative support to our financial...
-
Financial Planning Expert
2 weeks ago
Bristol, Bristol, United Kingdom The Progress Shed Full time £39,000 - £56,000Financial Planning ExpertAt The Progress Shed, we're seeking a skilled Financial Planning Expert to join our team. As a Financial Adviser, you'll have the opportunity to work with a dedicated team to help clients accumulate life, not just wealth. Our firm is committed to fostering a warm and welcoming environment, where you can grow and develop your...
-
Financial Planning Expert
1 week ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeJob DescriptionWe are seeking an experienced Financial Planning Expert to partner with our Product Director and contribute to the growth of Hargreaves Lansdown's Finance function.Main Responsibilities: Develop and maintain financial models to support business decisions Analyze financial data to identify trends and opportunities Collaborate with...
-
Financial Planning Assistant
3 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts works closely with clients to provide tailored financial solutions and advice.The RoleWe're seeking a skilled and motivated Paraplanner to join our...
-
Financial Planning Assistant
3 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts works closely with clients to provide tailored financial solutions and advice.The RoleWe're seeking a skilled and motivated Paraplanner to join our...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic team.You will be part of the head office support staff team, working alongside experienced professionals, including Paraplanners and IFA Administrators, who provide high-quality support to a team of Chartered Financial...
-
IFA Administrator
2 months ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeThis Financial Planning Administrator role in a quality, Chartered Financial Planning firm provides an opportunity to join a dynamic team.You will be part of the head office support staff team, working alongside experienced professionals, including Paraplanners and IFA Administrators, who provide high-quality support to a team of Chartered Financial...
-
Financial Planning Assistant
4 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice,...
-
Financial Planning Assistant
4 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice,...
-
Financial Planning Assistant
3 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts works closely with clients to provide tailored financial solutions and advice.The RoleWe're seeking a highly organized and motivated individual to join...
-
Financial Planning Assistant
3 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts works closely with clients to provide tailored financial solutions and advice.The RoleWe're seeking a highly organized and motivated individual to join...
-
Financial Planning Specialist
2 weeks ago
Bristol, Bristol, United Kingdom Premier Jobs UK Limited Full timeJob Opportunity: Financial AdvisorWe are seeking a skilled Financial Advisor to join our team at Premier Jobs UK Limited. As a Financial Advisor, you will be responsible for providing expert financial planning and wealth management services to our clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, taking into...
-
Financial Planning Assistant
4 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice,...
-
Financial Planning Assistant
4 weeks ago
Bristol, Bristol, United Kingdom Schroders Full timeAbout SchrodersWe're a global investment manager with a long history of helping institutions, intermediaries, and individuals invest money to meet their goals and prepare for the future. Our team of experts provides a financial advisory service to clients and prospects of the Wealth Management business, incorporating all aspects of regulated advice,...
-
Financial Planning and Analysis Manager
2 weeks ago
Bristol, Bristol, United Kingdom Hays Accounts and Finance Full timeFP&A Manager OpportunityHays Accounts and Finance is pleased to be exclusively recruiting for a long-standing, professional services client in Bristol who are looking for an FP&A Manager. This role will be based at their modern Bristol offices, which is a key international hub for business.This position will be the primary systems owner and subject-matter...