Financial Services Team Lead
5 days ago
We are looking for a financial services team lead to join our team at Chase De Vere. As a top independent financial adviser, you will play a key role in providing exceptional client service and managing our administration team.
Main Duties- Team Leadership: Collaborate closely with the Regional Operations Manager to implement process improvements and ensure compliance with FCA guidelines.
- Audit and Quality: Conduct regular department audits, file reviews, and virtual cabinet quality checks to identify errors and training needs within the team.
- A minimum of 1-2 years' experience in an administration supervatory role within the financial services industry, preferably with an IFA.
- Strong knowledge of financial products, including employee benefits.
- Experience in training and development, with a focus on one-to-one and group training.
- An estimated salary range is £55,000 - £65,000 per annum, inclusive of annual bonus potential.
- Life-long life assurance (4 x salary).
- Comprehensive induction and training programme.
- Funded exams and paid study leave.
- A variety of flexible benefits, including a cycle to work scheme and two paid volunteering days.
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Financial Services Administrator Lead
5 days 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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Service Delivery Operations Lead
5 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout UsWe are Novia Financial plc, a leading financial services company dedicated to providing high-quality administration services. Our team is committed to delivering exceptional customer experiences and exceeding industry standards.Job Description:This Senior Administrative Service Manager role is a key position within our organization, responsible for...
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Team Administration Oversight Specialist
5 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout the JobWe are seeking an experienced Team Administration Oversight Specialist to join our team at Novia Financial plc. This role is responsible for overseeing the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key...
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Financial Support Specialist
5 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial Full timeKey ResponsibilitiesThe Financial Support Specialist will provide administrative support across our diverse range of product wrappers on the Novia platform, processing New Investments and ensuring accurate and efficient results.You will work collaboratively with a dedicated team to support queries and requests from Financial Adviser firms, building strong...
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Client and Service Delivery Expert
5 days 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 Consultant Project Lead
5 days ago
Bath, Bath and North East Somerset, United Kingdom ZipRecruiter Full timeJob TitleInterim Project Management Office Professional.Company OverviewA leading financial services consultancy based in Bath seeks an experienced interim Project Management Office professional to work on a large client programme.Job SummaryThis role demands extensive knowledge of the financial services industry combined with typical PMO skills, including...
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Client Service Coordinator
5 days 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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Senior Administrative Service Manager
5 days ago
Bath, Bath and North East Somerset, United Kingdom Novia Financial plc Full timeAbout the RoleThe successful candidate will oversee the day-to-day administration and service delivery requirements of the team, ensuring all work is processed to the highest standard and within specified service level agreements.Key Responsibilities:Investigate and resolve complaints, breaches, and escalated queries, in addition to other areas of the...
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Financial Services Director
4 days ago
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Operations Service Excellence Specialist
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Financial Services Advisor
2 days ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeJob OverviewWe are seeking an experienced Client Service Advisor to join our services team at CV-Library, a leading financial planning and investment management firm. With over £3 billion in client assets under management, we are committed to providing high-quality services to private clients, trusts, and smaller institutions.
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Financial Services Liaison
2 days ago
Bath, Bath and North East Somerset, United Kingdom ReQuire Consultancy Ltd Full timeAbout the RoleThis is an exciting opportunity to join one of the South's leading financial planning and investment management firms. As a Client Service Advisor, you will work closely with customers, advisers, and paraplanners to deliver outstanding service and support.The successful candidate will have a strong ability to prioritize customer needs,...
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Food Service Operations Manager
2 days ago
Bath, Bath and North East Somerset, United Kingdom Aspens Services Full timeThe Role: Food Service Operations ManagerThis is a key position responsible for the operational and financial management of a school's catering facility. The ideal candidate will deliver high-quality food and service while showcasing their flair and originality. Key responsibilities include:Leading, developing, coaching, training, and motivating the kitchen...
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Financial Management Lead
2 hours ago
Bath, Bath and North East Somerset, United Kingdom Chase De Vere Full time**About Us**We are Chase De Vere, a leading independent financial advisory firm. We believe that the best financial advice for our clients is independent financial advice.
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Operations Team Lead Specialist
5 days ago
Bath, Bath and North East Somerset, United Kingdom Chase de Vere Full timeJob DescriptionWe are seeking a highly skilled Operations Team Lead Specialist to join our team at Chase de Vere. This is a challenging role that requires strong leadership skills and the ability to motivate and develop a team of administrators.About the Role:The successful candidate will be responsible for managing a team of administrators, providing...
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Team Lead
5 days ago
Bath, Bath and North East Somerset, United Kingdom Bill's Restaurants Full timeAbout the RoleOur ideal candidate is a charismatic leader who can inspire their team to deliver exceptional service. As an Assistant Manager, you will be responsible for leading by example and ensuring that every guest feels special.We offer a competitive salary of £25,000 - £30,000 per annum, plus benefits such as access to a cycle-to-work scheme, free...
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Financial Services Director
2 days ago
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Financial Services Audit Director
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Additional Resources Ltd. Full timeWe are seeking a seasoned and accomplished Financial Services Audit Director to join Additional Resources Ltd., a prestigious firm based in South Wales. This senior role offers an exceptional benefits package and a salary range of £70,000 - £75,000.Job DescriptionThe ideal candidate will have a minimum of 5 years' experience working in financial services...
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Bakery Team Lead
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Quick Service Team Lead
5 days ago
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