Financial Planning Administrator

**Job Title**: Administrator **Industry**: Financial Planning **Location**:Bath **Salary**:£25,000 - £28,000 **Job Reference**:8660 Recruit UK is working on an excellent opportunity for an Administrator in Bath to join a Financial Planning firm. Our clients specialise in wealth management, investments, and employee benefits and work closely with...

We are seeking an experienced Financial Planning Administrator to join our team at a leading Wealth Management firm. As a key member of the administration team, you will provide vital support to the Wealth Client Executive and Financial Planner(s) in delivering exceptional service to clients.Key Responsibilities:Prepare and manage client annual review...

**Senior Financial Planning Administrator, Bath** **£24,000 - £27,000 p.a. DoE plus discretionary bonus** **Hybrid Working** We are currently supporting an independently owned Wealth Management firm who are on the lookout for an experienced Financial Planning Administrator to join them. **Overview** - To provide administration support to the paraplanners...

Client Services Administrator **Reports to: Team Leader** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: £21,680 - £25,000 (depending on experience) + Bonus + Excellent Benefits **Join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about...

Client Services Administrator **Department: Customer Operations** **Reports to: Team Leader** **Main Location: Bath - Work your way: 3 days minimum in office, 5 days welcome** **Salary: £23,000 - £28,000 (depending on experience) + Bonus + Excellent Benefits** **Training: In office for 5 days a week during training programme** **Join our Dynamic Team...

The role holder will manage the day-to-day work requirements of the team in relation to administration and the service delivery to advisers and end clients, and ensure the work needed to be processed by the team is carried out to the highest standard and within the specified service level agreements. You will be responsible for the investigation and...

Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: SHO00GU Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status : On site Salary Amount : £25,350 - £31,044 ** Description**:** Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary:...

Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: SHO00H4 Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status : On site Salary Amount : £24,960 - £32,448 ** Description**:** Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary:...

**RBC Brewin Dolphin is one of the UK's leading independent providers of discretionary wealth management. We offer award-winning personalised wealth management services that meet the varied needs of over 100,000 account holders, including individuals, charities, and pension funds.** **We specialise in helping clients protect and grow their wealth by...

**Main Location: Cambridge House, Henry Street, Bath - (3 days office, 2 days home)** **About us** **We are looking for a number of people to join our Dynamic Team as a Client Services Administrator and be part of our Multi-Award-Winning** **Company!** Are you passionate about delivering operational excellence and believe in putting the customer at the...

Job Number: SHO00GP Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status On site Salary Amount £13.00 - £15.00 **Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary: £13.00 - £15.00 per hour dependent on experience** **Contract: Permanent - Full Time, 37.5 hours per...

Job Number: SHO00GU Shockerwick House Shockerwick Bath Somerset BA1 7LL Location Status On site Salary Amount £25,350 - £29,250 **Job title: Financial Administrator** **Location: Shockerwick House Care Home, Bathford, Bath, BA1 7LL** **Salary: £25,350 - £29,250 dependent on experience** **Contract: Permanent - Full Time, 37.5 hours per...

We are currently seeking a Portfolio and Planning Administrator to provide operational support to the Portfolio and Planning Unit in facilitating the development and monitoring of the Universitys academic portfolio.About the RoleAs our Portfolio and Planning Administrator, youwill be based within the universitys Portfolio and Planning Team, working on...

We are currently seeking a Portfolio and Planning Administrator to provide operational support to the Portfolio and Planning Unit in facilitating the development and monitoring of the Universitys academic portfolio. About the Role As our Portfolio and Planning Administrator, youwill be based within the universitys Portfolio and Planning Team, working on...

The purpose of this position is to assist the Investments team in their business-critical daily responsibilities. A mixture of operational and regulatory focus provides a varied and interesting role for someone who has experience in this area, or for an ambitious and talented individual who wants to progress in this direction. timescales and to the...

The purpose of this position is to assist the Investments team in their business-critical daily responsibilities. A mixture of operational and regulatory focus provides a varied and interesting role for someone who has experience in this area, or for an ambitious and talented individual who wants to progress in this direction. timescales and to the...

Reconciliations & Banking Administrator - 6 month fixed term contract **Reports to: Team Leader** **Main Location: Bath - Enjoy the Flexibility of Hybrid Working** **Salary: Up to £21,680 - £25,000 (depending on experience) + bonus + excellent benefits** Are you passionate about Customer Service and believe in putting the customer at the heart? Are you...

About the RoleMerje, a leading Wealth Management firm, is seeking an experienced Financial Planning Specialist to join their team on a permanent basis.

We are seeking a highly skilled Senior Financial Planning Associate to join our team at Cavendish Maine. The ideal candidate will possess strong technical knowledge across all aspects of Financial Planning, with a desire to obtain Chartered Status.Key Responsibilities:Interpreting and analysing data obtained by Advisers.Providing high-quality, comprehensive...

**Job Title**:Administrator **Industry**: Financial Services **Location**: Bath **Salary**: Up to £23,000 **Job Ref**: 8663 Looking to kickstart your Financial Planning career? Recruit UK is working with a leading Wealth Management firm who are looking to bring on an Administrator to join their team in one of their offices in Bath, Cheltenham, or...