Financial Services Professional

2 days ago


Bristol, Bristol, United Kingdom Austin Fraser Full time

About Austin Fraser:

We are a leading financial planning company based in Bristol, offering a range of job opportunities.

Job Summary:

We are seeking highly skilled professionals to join our team as Paraplanners. The role involves providing comprehensive research and report writing services to support our Financial Planners.

Key Responsibilities:
  • Drafting suitability reports with guidance from Financial Planners.
  • Liaising with Financial Planners to ensure complete and accurate information about various employee benefits.

Required Skills:

The ideal candidate will have excellent research and communication skills, with the ability to work accurately and efficiently under pressure.

Benefits:

We offer flexible working arrangements, including 3 days in the office and 2 days at home. A competitive salary up to £40,000 is available for this role.



  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    Job SummaryThis is an exciting opportunity for a highly motivated and experienced professional to join our team as a Financial Services Specialist. The ideal candidate will have a strong background in Pensions, SIPs, SSAS, Investments, Property, or any other regulated area of Financial Services.


  • Bristol, Bristol, United Kingdom RSM Full time

    Job Title: Financial Services Manager ProfessionalRSM is a leading provider of audit, tax, and consulting services to middle-market businesses. We are currently seeking a Financial Services Manager Professional to join our team.In this role, you will be responsible for providing financial reporting advice to clients, preparing statutory financial statements,...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    About the OpportunityWe are excited to offer a unique chance for a Financial Services Professional to join our dynamic team. As an Account Manager, you will have the autonomy to manage your own portfolio of clients, handling various aspects of their accounts.The successful candidate will possess excellent communication skills, a strong understanding of...


  • Bristol, Bristol, United Kingdom Get-Recruited (UK) Ltd Full time

    Take Your Career to the Next Level as an Account ManagerWe're looking for a highly skilled professional to join our team as an Account Manager. This exciting opportunity offers a chance to work in a dynamic business, develop your expertise, and enjoy excellent benefits.About the Role:Manage client relationships and provide expert advice.Liaise with clients...


  • Bristol, Bristol, United Kingdom Brandon Trust Full time

    Job OverviewWe are seeking a skilled Financial Services Professional to join our team in Bristol and North Somerset. In this role, you will provide an in-area bank service that meets the needs of key stakeholders.The ideal candidate will have experience in rostering and resource management, as well as previous supervisory experience in social care settings....


  • Bristol, Bristol, United Kingdom Talent Finder Full time

    About the Role:We are seeking an experienced Financial Adviser to join our team and help us deliver exceptional client service.The ideal candidate will have a strong track record of building and maintaining long-term client relationships.Salary: £55,000 - £75,000 per annum, depending on experience and level of existing client retention.Key...


  • Bristol, Bristol, United Kingdom MAZARS LIMITED Full time

    An exciting opportunity exists for an experienced Audit Management Consultant to join the Industry and Services team at Mazars Limited in Bristol. As a Senior Financial Services Professional, you will play a key role in assisting and advising on the formulation of audit strategy and planning. With a salary range of £60,000 - £80,000 per annum, this...


  • Bristol, Bristol, United Kingdom Get Recruited (UK) Ltd Full time

    Get Recruited (UK) Ltd is partnered with a rapidly growing business based in London who are seeking an experienced Account Manager to join their team. The successful candidate will have the opportunity to manage their own accounts from start to finish, handling various client interactions and ensuring exceptional service delivery.Key Responsibilities:Manage...


  • Bristol, Bristol, United Kingdom Quinton Davies Full time

    We are seeking a highly motivated Financial Services Professional - VAT Focus to join our dynamic team at Quinton Davies.In this role, you will have the opportunity to work closely with our Finance Director, developing and implementing effective VAT strategies across the organization.Key responsibilities include monitoring legislative changes, ensuring...


  • Bristol, Bristol, United Kingdom Openwork Services Limited Full time

    Openwork Services Limited is a well-established firm that prides itself on providing expert advice and guidance to its clients. We are currently seeking a Financial Services Expert to join our team and help us deliver exceptional service to our customers.The ideal candidate will have a strong background in mortgage advice and a proven track record of success...


  • Bristol, Bristol, United Kingdom Michael Page (UK) Full time

    About Our OpportunityWe are seeking a highly skilled Financial Services Accountancy Professional to join our team at Michael Page (UK) in Bristol. As an Accounts Senior, you will be responsible for providing hands-on support and preparing year-end accounts, tax, and wider services to clients across various industries and turnover ranges.Key...


  • Bristol, Bristol, United Kingdom Defence Equipment and Support Full time

    Finance Graduate Development ProgrammeYou will embark on a two-year graduate development programme with Defence Equipment and Support, specialising in Finance. About the ProgrammeYou will rotate through several placements focused around Finance roles across different areas of DE&S. This will give you the opportunity to learn about different aspects of...


  • Bristol, Bristol, United Kingdom Talent Finder Full time

    At Talent Finder, we are seeking a skilled and experienced Independent Financial Adviser to join our team. This is an exciting opportunity for someone who values integrity, builds lasting relationships, and brings a strong technical understanding of financial planning to the table.About UsTalent Finder is a dynamic and supportive company committed to...


  • Bristol, Bristol, United Kingdom Solos Consultants Ltd Full time £44

    Job Description: Senior Financial Management SpecialistLocation: Bristol/HybridContract Type: Full-time, 12-month contract initiallySalary: £62 per hour (Umbrella), up to £32.98 per hour (PAYE)We are seeking a highly skilled Senior Financial Management Specialist to join our team in Bristol. As a key member of our accounting team, you will be responsible...


  • Bristol, Bristol, United Kingdom RAC Motoring Services Full time

    RAC Motoring Services is a leading provider of automotive services, and we are seeking an experienced Senior Financial Controller to join our team.About the Role:The successful candidate will play a pivotal role in our FP&A team, driving business growth and ensuring financial stability. As a Senior Financial Controller, you will be responsible for delivering...


  • Bristol, Bristol, United Kingdom Flexicruit Full time

    Job DescriptionFlexicruit is a leading provider of outsourced finance solutions tailored specifically for marketing, PR, and creative agencies. Our mission is to empower agency owners to focus on their dreams and aspirations while we handle the intricacies of financial management.Key ResponsibilitiesMonthly Accounts & Reporting:Prepare and post accruals,...


  • Bristol, Bristol, United Kingdom Recruit UK | Certified B Corp™ Full time

    Unlock Your Potential as a Financial AdviserWe are excited to offer a unique opportunity for a Financial Adviser to join our prestigious, award-winning Independent Financial Advice firm. As one of the UK's largest Chartered Financial Planning companies, we pride ourselves on delivering top-tier financial advice to our established client bank.As a Financial...


  • Bristol, Bristol, United Kingdom RSM UK Full time

    RSM UK is a global network of audit, tax and consulting firms. As a Financial Services Advisor, you will have the opportunity to work with a diverse range of clients across various industries.Job SummaryThis is an exciting opportunity to develop your skills and knowledge in financial services, while working with a dynamic and supportive team.The estimated...


  • Bristol, Bristol, United Kingdom Yolk Recruitment Ltd Full time

    We are proud to partner with Yolk Recruitment Ltd to find a talented Financial Services Lawyer to join their team. As a Financial Regulation Lawyer, you will work closely with corporate and commercial teams to deliver comprehensive regulatory advice.This is a unique opportunity to join a top-tier law firm and make a meaningful contribution to the Financial...


  • Bristol, Bristol, United Kingdom Premier Jobs UK Full time

    At Premier Jobs UK, we are seeking a highly skilled Professional Financial Consultant to join our team of experienced advisors. This exciting opportunity is based from home and offers a unique chance to work with quality leads and existing clients provided.The successful candidate will be joining a highly respected IFA firm that consistently improves its...