Wealth Management Assistant
1 week ago
We are seeking an Entry Level Financial Planner to join our team in Bath or Cheltenham. The successful candidate will assist our clients with various administrative tasks, including processing new business, producing quotes, and preparing meeting packs. You will also be responsible for completing and processing paperwork, client liaison, and general administration duties.
The ideal candidate will have excellent communication skills, both written and verbal, and be able to work independently and as part of a team. They should also have problem-solving skills, the ability to multitask, and be proficient in diary management.
This is an excellent opportunity for individuals looking to start their career in financial planning and gain valuable experience working with a reputable company like Recruit UK Ltd. The salary for this role is around £23,000 per annum.
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Technical Support Specialist
7 days ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeAbout the JobWe are seeking a skilled Technical Administrator to join our team at St. James's Place Wealth Management. As a key member of our team, you will play a vital role in managing the day-to-day activities of the Partner Practice, ensuring seamless delivery of services to our clients.Key ResponsibilitiesPreparing documentation for the Partner's...
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Financial Services Administrator
1 week ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeJob OverviewThis is a highly competitive opportunity for a Technical Administrator to join a St. James's Place Partner Practice based in Cheltenham town centre. The successful candidate will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The RoleYou will be responsible for...
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Business Operations Coordinator
1 week ago
Cheltenham, Gloucestershire, United Kingdom St. James's Place Wealth Management Full timeAbout This OpportunityJoin a highly regarded St. James's Place Partner Practice based in Cheltenham town centre as a Technical Administrator. In this role, you will work closely with the Partner to manage office administration, provide support as required, and ensure seamless day-to-day operations.The Key TasksPreparing reports and presentations for the...
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Wealth Management Administrator
8 hours ago
Cheltenham, Gloucestershire, United Kingdom Royal Bank of Canada> Full timeAbout 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...
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Financial Planning Administrator
7 days ago
Cheltenham, Gloucestershire, United Kingdom Recruit UK Ltd. Full timeJob Title: Wealth Management AssistantA career in financial planning is an exciting opportunity for those who want to make a lasting impact. At Recruit UK Ltd., we are seeking a talented individual to join our team as a Wealth Management Assistant in one of our offices in the South West region. As a key member of our team, you will be responsible for...
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Professional Office Manager
7 days ago
Cheltenham, Gloucestershire, United Kingdom Burgh Recruitment Limited Full timeThis is an exciting opportunity to join a highly regarded FTSE 250 Wealth Management company as a Technical Administrator. As a key member of the team, you will be working closely with the Partner in all aspects of office management.Company Overview: St. Jamess Place plc (SJP) is a leading Wealth Management company that distributes a range of Investment and...
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Private Wealth Management Associate
7 days ago
Cheltenham, Gloucestershire, United Kingdom PT group Full timeJob 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...
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Dispute Resolution Lawyer
1 month ago
Cheltenham, Gloucestershire, United Kingdom Chadwick Nott Full timePrivate Wealth Solicitor OpportunityChadwick Nott, a leading full-service law firm in Cheltenham, is seeking an ambitious and driven Private Wealth Solicitor to join their thriving team.The ideal candidate will have 3+ years of post-qualification experience in succession and tax planning, estate administration, and trust work.Key responsibilities will...
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Senior Audit Manager
7 days ago
Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full timeCompany Overview">Bishop Fleming is an independent leading provider of audit, accountancy, tax, and advisory services in the UK. We provide expert support to entrepreneurs and private individuals; our wealth of knowledge and experience spans internal and external audit, corporate and personal tax, corporate finance and deals, and accounting services.">We are...
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Audit Assistant Manager
4 weeks ago
Cheltenham, Gloucestershire, United Kingdom Crowe UK Full timeCrowe is a leading national audit, tax, advisory and risk firm with global reach and local expertise. Our vision is to be recognised as essential to the future success of our clients by helping them to answer tomorrow's questions, and make smart decisions that have lasting value through the highest quality audit, tax, advisory and risk services.About the...
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Payroll Assistant Manager
1 month ago
Cheltenham, Gloucestershire, United Kingdom Portfolio Payroll Limited Full timeJob Title: Payroll Assistant ManagerAbout the Role:Portfolio Payroll Limited is seeking an experienced Payroll Assistant Manager to join their busy team. The successful candidate will be responsible for the accurate processing of multiple payrolls, meeting specified deadlines. Key responsibilities include quality control of payroll input and payroll...
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Administrative Support Specialist
11 hours ago
Cheltenham, Gloucestershire, United Kingdom Royal Bank of Canada> Full timeOverviewWe are seeking a highly organized and detail-oriented Administrative Support Specialist to join our team in Cheltenham. This is an exciting opportunity for someone who enjoys providing administrative support and wants to make a meaningful contribution to the success of our business.Job SummaryThe successful candidate will play a vital role in daily...
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Examination Management Assistant
6 days ago
Cheltenham, Gloucestershire, United Kingdom Glos Full timeAre you a motivated and organized individual looking for a new challenge? Glos is seeking an Examination Management Assistant to join our team and assist with the planning and delivery of exams.The successful candidate will have a strong understanding of examination regulations and procedures, as well as excellent communication and organizational skills. You...
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Tax Advisory Manager
1 month ago
Cheltenham, Gloucestershire, United Kingdom Bishop Fleming Full timeAbout the roleWe are seeking a highly skilled Senior Corporate Tax Manager to join our dynamic Tax Team. As a Senior Corporate Tax Manager, you will work with a diverse range of clients, from entrepreneurial owner-managed businesses to expanding corporates, on a variety of interesting and challenging tax advisory projects.Our Senior Corporate Tax Managers...
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Assistant Management Team Leader
5 days ago
Cheltenham, Gloucestershire, United Kingdom Zizzi Full timeThe Opportunity: Join our dynamic and fast-paced team as an Assistant Manager at Zizzi, and take on a challenging and rewarding role that offers plenty of opportunities for growth and development.">Your Responsibilities: As Assistant Manager, you will be responsible for managing shifts, supervising staff, and contributing to the overall success of the...
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Construction Project Assistant Manager
5 days ago
Cheltenham, Gloucestershire, United Kingdom Sphere Solutions Full timeCompany Overview:Sphere Solutions is a leading house builder with a strong presence in the UK market. Our commitment to delivering high-quality homes and excellent customer service has earned us a 5-star rating. As an Assistant Site Development Manager, you will be part of a dynamic team dedicated to excellence in every aspect of our business.Key...
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Assistant Site Development Manager
5 days ago
Cheltenham, Gloucestershire, United Kingdom Sphere Solutions Full timeJob Title: Assistant Site Development ManagerAbout the Role:The successful candidate will join Sphere Solutions as an Assistant Site Development Manager on a 350-unit project in Leckhampton, Gloucester. This is an exciting opportunity for a skilled and motivated professional to contribute to the delivery of high-quality housing...
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Assistant Store Manager
1 week ago
Cheltenham, Gloucestershire, United Kingdom Charles Tyrwhitt Full timeAbout Charles TyrwhittCharles Tyrwhitt is a British shirt manufacturer and retailer that has been making high-quality shirts for over 40 years. Our purpose is to 'make it easy for men to dress well', and we take pride in our products, our business practices, and our commitment to sustainability.Role OverviewWe are seeking an experienced retail professional...
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Junior Account Management Assistant
6 days ago
Cheltenham, Gloucestershire, United Kingdom i2i recruitment Full timei2i Recruitment is seeking an exceptional Junior Account Management Assistant to join their team. The successful candidate will have strong attention to detail, communication, and problem-solving skills, along with a passion for learning and commitment to succeed.Responsibilities:Manage financial documents and recordsUpdate data using internal systems and...
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Property Development Assistant Manager
6 days ago
Cheltenham, Gloucestershire, United Kingdom i2i Recruitment Full timeAbout the RoleWe are looking for an Administration Assistant to join our property development team on a part-time basis.This role offers the opportunity to gain experience and skills in a dynamic and supportive environment.Assist with administrative tasks, including data entry, filing, and document management.Provide exceptional customer service, responding...