Investment Client Service Associate
6 days ago
We are looking for a highly motivated and results-driven Customer Service Representative to join our Helpdesk team in Bristol.
As a key member of our team, you will provide exceptional customer service, resolve client queries on HL's investments, products, and services, and support the team's risk and control activities.
The role involves working closely with experienced professionals, developing your skills and knowledge in Financial Services and Wealth Management, and contributing to the success of our business.
Key benefits of this role include a competitive salary estimated at £24,610 per annum, based on the UK average salary range for a similar position, as well as a range of benefits, including annual pay review, ~25 days* holiday plus bank holidays and 1-day additional Christmas closure, ~ option to purchase an additional 5 days holiday**, ~ flexible working options available, including hybrid working, ~ enhanced parental leave, ~ pension scheme up to 11% employer contribution, ~ sharesave scheme - have a real stake in HL's future, ~ income protection and life insurance (4 x salary core level of cover), ~ private medical insurance*, ~ health care cash plans - including optical, dental, and outpatient care, ~ confidential support including mental health counselling and remote GP, ~ variety of travel to work schemes with bike storage and shower facilities, ~ inhouse barista and deli serving subsidised coffee and sandwiches.
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Investment Associate
1 week ago
Bristol, Bristol, United Kingdom Rutherford Search Full timeAbout the OpportunityThe successful candidate will work closely with our client's Investment Funds team to handle various aspects of private fund management, including structuring, due diligence, and investor relations.Your Skills and ExperienceProven track record in private funds, preferably in a leading law firmDemonstrated expertise in drafting,...
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Financial Services Associate
4 weeks ago
Bristol, Bristol, United Kingdom GetRecruited UK Ltd Full timeJob Title: Financial Services AssociateAbout Us: GetRecruited UK Ltd is a leading recruitment agency partnering with fast-growing businesses in the financial services sector.Salary: Up to £35,000 per annum + benefitsJob Description:Manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis.Liaise with clients and...
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Investment Director
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Bristol, Bristol, United Kingdom Heat Recruitment Full timeHeat Recruitment is seeking an experienced Investment Director to join our team in Bristol. As a key member of our team, you will play a crucial role in developing and maintaining strong relationships with private clients across the South West.The successful candidate will have a proven track record of building and managing high-value investment portfolios...
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Investment Director for Private Clients
6 days ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeJob Overview:A national investment management firm seeks an additional Investment Director to assist in the growth and development of its business across the South West, based out of Bristol.The role requires a genuine interest in the investment industry, with a focus on developing private client business from individual connections and professional...
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Client Portfolio Associate
4 days ago
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Investment Funds Specialist
5 days ago
Bristol, Bristol, United Kingdom Rutherford Search Full timeOur Client OverviewRutherford Search, a global recruitment firm, is partnering with a prominent international law firm to identify an exceptional Associate for their expanding Investment Funds team in Bristol. This role offers the opportunity to work on high-profile matters, including private fund formation, investments, and more.This position is ideal for a...
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Client Relationship Manager
1 day ago
Bristol, Bristol, United Kingdom GetRecruited UK Ltd Full time**Job Title:** Client AssociateWe are seeking an experienced professional to join our team in Bristol as a Client Associate. The successful candidate will have experience in Pensions, SIPs, SSAS, Investments, Property, or Financial Services and excellent communication and organizational skills.The company offers a range of benefits, including a 4-day working...
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Client Relationship Executive
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Bristol, Bristol, United Kingdom Get Recruited Ltd Full timeJob OverviewWe are recruiting for a Client Associate to join our team in Bristol. This is an exciting opportunity to work with a rapidly growing business that prioritizes its people and offers a comprehensive benefits package.As a key member of the team, you will be responsible for managing your own accounts from initial contact to long-term relationships,...
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Bristol Client Associate Role
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Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time**Client Associate Job Opportunity in Bristol**We are recruiting for a highly motivated Client Associate to join our team at Get Recruited (UK) Ltd. As a Client Associate, you will be responsible for managing your own accounts, handling various calls and inquiries.The ideal candidate will have excellent communication and interpersonal skills, with the...
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Client Portfolio Manager
2 weeks ago
Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full timeSalary & BenefitsThe successful candidate can expect a competitive salary of up to £35,000 per annum, plus benefits such as hybrid working, a 4-day week after probation, coaching, mentoring plans, 25 days holiday, and their birthday off.Job ResponsibilitiesManaging client accounts from cradle to grave, handling various calls and clients on a daily...
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Investment Strategist
6 days ago
Bristol, Bristol, United Kingdom Hargreaves Lansdown Asset Management Limited Full timeCompany OverviewHargreaves Lansdown Asset Management Limited is a leading provider of investment solutions, dedicated to making saving and investing accessible for everyone.We strive to create a better financial future for our clients by delivering exceptional investment products and services.
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Client Services Coordinator
2 weeks ago
Bristol, Bristol, United Kingdom Gb035 Mercer (Uk) Limited Full timeWe are seeking a skilled Client Services Administrator to join our team at GB035 Mercer (UK) Limited. This role will be based in the UK, with a requirement of working at least three days a week in the office.Mercer is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes...
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Food Service Support Associate
3 weeks ago
Bristol, Bristol, United Kingdom Chartwells Full timeWe're looking for a detail-oriented and enthusiastic Food Service Support Associate to join our Chartwells team on a part-time basis, working 20 hours per week. Our team prides itself on delivering high-quality food and exceptional customer service.About the RoleThis role offers opportunities to progress within our company that invests in its people's growth...
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Client Services Liaison
4 weeks ago
Bristol, Bristol, United Kingdom eXPD8 eXPD8 Ltd. Full timeKey ResponsibilitiesThe successful Client Services Account Handler will be responsible for: Delivering exceptional client experiences through effective account management strategies Driving business growth by analyzing data and designing project plans to meet client requirements Working closely with clients to understand their needs and...
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Senior Investment Manager
2 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full time**Investment Director Opportunity**We are seeking an experienced Investment Director to join our team at Heat Recruitment, working with a well-known national investment management firm. Based in Bristol, this role will involve developing the company's private client business across the South West.As Investment Director, you will be responsible for...
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Private Client Investment Director
4 weeks ago
Bristol, Bristol, United Kingdom Heat Recruitment Full timeUnlock Business Opportunities as an Investment DirectorA prestigious national investment management firm seeks a seasoned Investment Director to spearhead company growth in the South West region. Based in Bristol, this role offers a unique chance to develop and expand existing private client relationships.Role Overview:Pursue business development...
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Client Services Coordinator
1 month ago
Bristol, Bristol, United Kingdom GB035 Mercer (UK) Limited Full timeCompany OverviewMercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people.We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for...
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Environmental Services Associate
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Bristol, Bristol, United Kingdom Atlas Full timeJoin Atlas in Bristol, BS7 9BU as an Environmental Services Associate and be a part of a dynamic team dedicated to delivering exceptional cleaning services. In this role, you will be responsible for maintaining a high standard of cleanliness and customer care across different shift hours.About the RoleThe estimated salary for this role is £12.00 per hour....
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Associate Director of Capital Allowances
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Asset Services Associate
1 day ago
Bristol, Bristol, United Kingdom Simmons & Simmons Full timeCompany OverviewAt Simmons & Simmons, our banking team operates as a fully integrated global practice. We act for banks, funds, asset managers, corporates, and governments on complex transactions worldwide.Clients choose us for our market knowledge, partner-led service, and extensive multi-jurisdictional experience.The RoleWe have an exciting opportunity for...