Financial Services Professional
6 days ago
We are seeking a talented individual to join our team as a Trainee Protection Advisor in our Bath office. As a Trainee Protection Advisor, you will be responsible for delivering advice to customers on their financial protection needs.
As a customer-facing role, you will have the opportunity to develop your listening skills and build strong relationships with customers. You will also have the chance to work hard for personal and professional development.
The ideal candidate will have a real interest in money matters and the motivation to deliver the perfect outcome time and time again. They will also possess excellent organisational skills and be a great representative of the values of L&C Mortgages.
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Financial Services Professional
7 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeJob Description:We are recruiting a highly skilled Financial Services Professional to join our team at Novia Financial. In this role, you will be responsible for delivering exceptional customer service, handling high volumes of instructions, and supporting queries from Financial Adviser firms. Key responsibilities include maintaining accurate records,...
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Financial Services Coordinator
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeAbout Us\Novia Financial is a leading financial technology company renowned for its 5-star service platform and multi-award-winning status. We take pride in our core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—which guide us in our journey.\\[separator]\The Role\We are seeking an exceptional Client Services Administrator to join...
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Client Services Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeCompany Overview:Nova Financial is a dynamic and multi-award-winning financial technology company, renowned for its 5-star service platform. Our shared purpose and core behaviours—Seek Opportunity, Nurture Each Other, and Simply Get Going—guide us in our journey.About the Role:We are seeking an exceptional Client Services Administrator to join our...
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Financial Services Administrator Lead
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeWealthtime, a division of Novia Financial plc, is seeking an experienced Client Services Administrator to join our team. As a key member of our operational team, you will be responsible for delivering exceptional customer service, processing high volumes of instructions with accuracy, and supporting queries and requests from Financial Adviser firms.About...
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Financial Services Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Cathedral Appointments | South West Recruitment Full timeAbout the Role: Cathedral Appointments | South West Recruitment is proud to present an exceptional opportunity for a Financial Services Professional to join a leading Financial Services firm in Somerset/South Devon. This exciting role offers a competitive salary of £38,000 - £48,000 per annum, plus benefits including 25 days annual leave + bank holidays,...
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Financial Services Professional
7 days ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeAn exciting opportunity has arisen at Heat Recruitment Ltd for an Apprentice Financial Advisor. As a key member of the team, you will be responsible for supporting the delivery of exceptional client service and contributing to the success of our financial services practice.About the Role:This is an excellent chance to develop your skills and knowledge in a...
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Financial Services Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full timeWhy Join Us?London & Country Mortgages is a leading fee-free mortgage broker with over 160 awards to its name. We offer a comprehensive training program, opportunities for professional development, and a competitive salary of approximately £28,000 per annum (including bonuses). Our company culture values respect, equity, and diversity, making us an ideal...
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Client Services Administrator
7 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeJob Overview:We are seeking a highly skilled Client Services Administrator to join our dynamic team at Novia Financial. This role offers an exciting opportunity for individuals passionate about delivering exceptional customer service and working in the financial services industry.Key Responsibilities:This is an excellent opportunity to develop your skills in...
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Financial Services Professional
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full time £23,500We are looking for a Financial Services Professional to join our team and play a crucial role in delivering exceptional customer service throughout the mortgage application process.The successful candidate will be responsible for:Liaising with customers and lenders to ensure seamless communicationManaging mortgage applications and completing all necessary...
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Financial Services Professional
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full timeAre you a Financial Services Professional looking for a new challenge? We are seeking an experienced individual to join our team at London & Country Mortgages in Bath. In this role, you will be responsible for advising customers on options such as Critical Illness Insurance, Income Protection and Life Insurance.Job Overview:Main Responsibilities:Providing...
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Client and Service Delivery Expert
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeWe are seeking a highly skilled and motivated Client Services Administrator to join our operational teams at Novia Financial plc.About UsWealthtime, a division of Novia Financial plc, is a leading provider of wealth management services. Our team delivers exceptional customer service while processing high volumes of instructions with accuracy and attention to...
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Financial Services Professional
7 days ago
Bath, Bath and North East Somerset, United Kingdom Monahans Full timeJob OverviewWe are seeking a highly motivated and experienced Assistant Client Portfolio Manager to join our team at Monahans. This is an exciting opportunity for someone who wants to work in financial services and develop their career in a dynamic and challenging environment.About the JobIn this role, you will be responsible for managing client...
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Financial Services Development Professional
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full timeAbout London & Country MortgagesWe are the UK's leading fee-free mortgage broker with over 160 awards to our name. Our mission is to provide exceptional customer service and deliver outstanding results in a supportive and dynamic environment.Job DescriptionWe are seeking a highly motivated and enthusiastic individual to join our team as a Trainee Protection...
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Financial Professional
1 hour ago
Bath, Bath and North East Somerset, United Kingdom lhh recruitment Full timeAccounting Career OpportunityWe are a leading recruitment agency, LHH Recruitment, looking for a talented Financial Professional to take on a challenging role. As an Accountant, you will work closely with senior team members to enhance accounting processes and client service.About the Role:Prepare and analyze financial data to identify trends and areas for...
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Team Lead
2 hours ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeJob Description:This is an exciting opportunity for a Team Lead - Customer Services to join our customer service team. As a key member of the team, you will be responsible for leading a team of administrators, developing and implementing processes to improve operational efficiency, and providing exceptional customer service. This role is ideal for...
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Client Service Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeAbout the RoleThe Client Service Coordinator will provide exceptional customer service to Financial Adviser firms, responding to queries and requests in a timely and efficient manner.You will work closely with our operational teams to ensure seamless processing of high volumes of instructions, using your attention to detail and commitment to accuracy to meet...
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Service Delivery Manager
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full time**Job Title:** Service Delivery ManagerJob Summary:We are seeking a highly skilled Service Delivery Manager to join our team at Novia Financial plc. As a Service Delivery Manager, you will be responsible for ensuring the day-to-day work requirements of the administration team are met to the highest standard.Key Responsibilities:Manage the administration team...
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Administration Service Lead
6 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout UsNovia Financial plc is a leading provider of innovative, flexible pension solutions. We are currently seeking an experienced Administration Service Lead to join our team in this exciting role.The successful candidate will be responsible for managing the day-to-day work requirements of the team in relation to administration and service delivery to...
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Service Delivery Manager
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout the CompanyNovia Financial plc is a leading provider of administration services for Self-Invested Personal Pensions (SIPPs), Drawdown, and other investment products.We are seeking an experienced Service Delivery Manager to oversee the day-to-day administration and service delivery requirements of our team. This role will ensure all work is processed to...
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Senior Financial Services Professional
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Heat Recruitment Ltd Full timeAt Heat Recruitment Ltd, we are looking for an experienced Financial Services Administrator to join our client's team. This exciting opportunity is ideal for someone with a background in implementing new business and a strong knowledge of investment and pension products.Job OverviewWe are seeking a highly motivated individual who can provide administrative...