Financial Services Specialist
3 weeks ago
Our client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.
Key Responsibilities:- Interpret data obtained by advisers during client meetings and analyze it to provide solutions that meet client needs and objectives.
- Use research tools to develop recommendations and create written reports, including suitability letters, client-specific illustrations, and key features documents.
- Ensure that significant risk issues are referred to the Head of Compliance where necessary.
- Level 4 Diploma in Financial Services and working towards Level 6 Advanced Diploma.
- Practical awareness and up-to-date knowledge of retail financial products and current regulatory expectations.
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Financial Planning Specialist
3 days ago
Bath, Bath and North East Somerset, United Kingdom Exchange Street Claims & Financial Services Full timeClient-Centric Financial PlanningAt Exchange Street Claims & Financial Services, we prioritize our clients' needs above all else. Our Financial Planning Specialist role is designed to provide exceptional service to our existing client base, with a focus on retention and satisfaction.As a Financial Planning Specialist, you will inherit a portfolio of clients...
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Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Coordinator
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Coordinator
1 month ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Coordinator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Financial Services AdministratorSalary: £22,000 - £25,000Location: BathThe RoleThis role involves providing administrative support to the EB advisers and contributing to the growth and development of corporate clients within the firm. You will work in a team environment, handling requests related to Group Pensions, Group Risk, and Group life...
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Financial Services Professional
5 days ago
Bath, Bath and North East Somerset, United Kingdom Michael Page Finance Full timeAbout the RoleWe are seeking a highly skilled Accounting Specialist to join our team at Michael Page Finance. As an Accounting Specialist, you will work closely with our clients to provide year-end accounts preparation and tax compliance services.Key ResponsibilitiesPrepare year-end accounts for a wide range of clientsProvide tax compliance services,...
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Financial Services Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom CV-Library Full timeParaplanner Job DescriptionOur client, a leading Wealth Management firm, is seeking an experienced Paraplanner to join their team on a permanent basis.Key Responsibilities:Interpret data obtained by advisers during client meetings to provide informed solutions.Analyse data and utilise research tools to develop recommendations that meet client needs and...
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Financial Operations Specialist
1 week ago
Bath, Bath and North East Somerset, United Kingdom Interquest Group Careers Full timeFinancial Operations SpecialistWe are seeking a highly skilled Financial Operations Specialist to join our team at Interquest Group Careers. As a key member of our finance team, you will play a critical role in providing financial support to our organisation.Key responsibilities include:Collaborating with senior site managers to explain results, make...
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Mechanical Services Engineer
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Hays Specialist Recruitment Limited Full timeYour New RoleHays Specialist Recruitment Limited is seeking a Mechanical Services Engineer to support a public sector organisation in Bath. As a key member of the team, you will be responsible for managing the services provided by the mechanical services section, including operational and maintenance services.Key Responsibilities:Manage the services provided...
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Financial and Contractual Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom beBee Professionals Full time £35,000 - £50,000beBee Professionals is seeking a highly skilled Financial and Contractual Specialist to join our construction team. The ideal candidate will have a strong background in cost estimation and management, with excellent negotiation and communication skills.Key Responsibilities:Develop and manage project budgets and forecasts.Negotiate contracts with clients and...
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Senior Financial Planning Administrator
5 days ago
Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: Senior Financial Planning AdministratorOverviewCapio Recruitment Financial Planning is seeking an experienced Senior Financial Planning Administrator to join their Wealth Management team. As a Senior Financial Planning Administrator, you will provide exceptional administrative support to experienced Financial Planners, ensuring the smooth...
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Gas Service and Repair Specialist
5 days ago
Bath, Bath and North East Somerset, United Kingdom Rock managed services Full timeJob descriptionJob Title:Gas Service and Repair SpecialistLocation:N/ASalary:Price Per JobJob Type:Sub-ContractAbout the Role:We are seeking a skilled and qualified Gas Service and Repair Specialist to service, maintain, and repair gas systems and appliances in social housing properties. The successful candidate will be responsible for ensuring the safe and...
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Mechanical Services Engineer
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Hays Specialist Recruitment Limited Full timeYour New CompanyHays Specialist Recruitment Limited is pleased to be assisting a public sector organisation in Bath with the recruitment of a Mechanical Services Engineer to support their busy team.Your New RoleYou will be responsible for managing the services provided by the mechanical services section, including operational and maintenance services, to...
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Financial Management Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Signature Recruitment Full timeJob DescriptionSignature Recruitment Bristol is proud to partner with a prestigious Chartered Accountancy Practice in the heart of Bath.We are seeking an ACCA-qualified accountant to join their thriving practice as a Financial Management Specialist.This company is growing year on year, and this role has come about due to organic growth within the company.As...
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Financial Operations Specialist
2 weeks ago
Bath, Bath and North East Somerset, United Kingdom Reed Full timeReed Finance is seeking a Financial Operations Specialist to collaborate with an Engineering company in Bath.Key Responsibilities:Prepare and control monthly management and project accountsDevelop annual budgets and quarterly forecastsConduct regular finance project reviews, providing guidance and challengeManage debtor reviews and project portfolio...
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Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Wealthtime Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...
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Financial Services Administrator
4 weeks ago
Bath, Bath and North East Somerset, United Kingdom Wealthtime Full timeFinancial Services AdministratorWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Wealthtime. As a key member of our operations team, you will play a vital role in ensuring the smooth day-to-day running of our financial services.Key Responsibilities:Provide administrative support to our financial...
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Mechanical Services Engineer
3 weeks ago
Bath, Bath and North East Somerset, United Kingdom Hays Specialist Recruitment Limited Full timeAbout the RoleHays Specialist Recruitment Limited is assisting a public sector organisation in Bath with the recruitment of a Mechanical Services Engineer to support their busy team.The successful candidate will be responsible for managing the services provided by the mechanical services section, including operational and maintenance services, to ensure that...