Financial Planning Administrator
23 hours ago
Are you an experienced Financial Planning Administrator looking for a new opportunity in a well-established Financial Planning department, with a leading SW business, based in Taunton? We are delighted to be working with this key employer in the locality, who provide high-quality advice to over 5000 local and national businesses and individuals. Their values motivate their people to help businesses and individuals achieve their objectives: - Creativity and innovative thinking allows them to explore solutions; - Excellence in team work and communication enables tailored solutions to be made; - Investment in training and development, creating opportunities to develop and progress; and a commitment to deliver results. They have won an award in 2021 for being an "Outstanding Place to Work" in the South West. **Job Role** - Liaising with providers to obtain accurate data gathering - To prepare basic reports for withdrawals, trades and transfers ready for Senior Consultant approval - Entering details onto Intelligent Office Client Database system and ensuring they are kept up to date and accurate - Contribute towards weekly management work in progress meetings - Daily review of work in progress list, highlighting and solving issues to support Senior Consultant at every step of the business process - Scanning/filing all relevant documents/paperwork (paperless office system) - Maintaining spreadsheets to record business progress **Essential Skills and Attributes Required** - Strong communication skills and a focus on client care - Previous experience in a similar role - Confidence in using IT software including Microsoft Excel - Organisation and prioritisation skills **Desirable experience, skills and attributes**: - Previous experience of using Intelligent Office client database/back office system - An interest in progressing with industry qualifications - An awareness of FCA compliance requirements
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Financial Planning Administrator
3 days ago
Taunton, United Kingdom Brook Street Full timeAs an Administrator you will be providing administrative support to a Financial Planning Senior Consultant. Your role will involve basic report writing, conducting research, processing and tracking new business, and communicating with clients and providers,always completing work to a high quality service standard. - Strong communication skills and a focus on...
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Financial Administrator
5 days ago
Taunton, United Kingdom Cathedral Appointments Full time**DEVELOPMENT OPPORTUNITIES | FUNDED TRAINING | TAUNTON BASED** Our client is committed to encouraging equality, diversity, and inclusion among their team. Do you want to work for an equal-opportunity’s employer, that offers an environment where colleagues feel valued? Currently looking for an experienced administrator to join their Financial Planning...
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Financial Administrator
3 days ago
Taunton, Somerset, United Kingdom RecruitUK Full time £18,000 - £30,000 per yearJob Description Location: Taunton, SomersetSalary: Circa £21,000Reference Number: 14261Job Description:Are you an experienced Finance Administrator seeking a new challenge?Recruit UK are working on an excellent opportunity for an administrator in Taunton to join a Financial Planning practice.This company is a chartered firm that is listed as one of the...
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Financial Services Administrator
1 day ago
Taunton, United Kingdom Lloyd & Whyte Limited Full time**Salary**: Starting from £23,000.00 per annum, plus benefits and bonus package - (This will be negotiable depending on Financial Services experience and qualification status)_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13...
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Part Time Financial Services Administration
3 days ago
Taunton, United Kingdom Idex Full timeWe are working on a rare opportunity for an experienced Financial Services Administrator to join a financial planning business in Taunton on a part time basis (between 24 and 28 hours) You can pick the days and hours you work. The business in based in Taunton, and in order to keep a good working relationship they would like you to come into the office at...
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Financial Planning Consultant, Mortgages
2 weeks ago
Taunton, United Kingdom Albert Goodman LLP Full time**Financial Planning Consultant, Mortgages**: **We’re looking for an experienced mortgage adviser to join our busy financial planning team.**: As a firm of Chartered Accountants, Tax Consultants and Financial Planners, we provide high-quality advice to over 5000 local and national businesses and individuals. Our values motivate our people to help...
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Financial Advisor
5 days ago
Taunton, United Kingdom Service Care Solutions Full timeFinancial Advisor Location: South West England Contract: Permanent, Full-Time Salary: £35,000 - £40,000 per annum (DOE) Start Date: Flexible Contact: (url removed) Working Arrangements: Hybrid following probation Job Description Service Care Solutions are recruiting for an experienced Financial Advisor to join a reputable and growing Financial Advisory...
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Financial Advisor
2 weeks ago
Taunton, United Kingdom Service Care Solutions Full timeFinancial AdvisorLocation: South West EnglandContract: Permanent, Full-TimeSalary: £35,000 - £40,000 per annum (DOE)Start Date: FlexibleContact: [url removed]Working Arrangements: Hybrid following probationJob DescriptionService Care Solutions are recruiting for an experienced Financial Advisor to join a reputable and growing Financial Advisory group in...
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Independent Financial Planner
2 weeks ago
Taunton, United Kingdom Wallace Bates Limited Full timeOur client is a national financial services provider currently undergoing a restructure and seeking an Independent Financial Adviser in Taunton. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an existing client bank and develop new business opportunities.The...
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Financial Advocate
2 weeks ago
Taunton, United Kingdom Dosh Full time**Location**: Taunton, Somerset **Contract**: Permanent **Hours**: Full time - 39 hours **Salary**: Up to £28,164.99 per annum **Contact**: Kerry Measures **Information**: Home based role - We operate flexi time and flexible working. Drivers required. **Dosh** Dosh is a not-for-profit company that supports people with a learning disability to have...