Financial Services Presenter

7 days ago


Bristol, United Kingdom Resource Matters Ltd Full time

**Our client** Requiring a Financial Presenter our client is a specialist provider of financial education in the workplace. It helps employees understand how to maximise their wealth and gives access to our clients Financial Consultants **The Role** - They seek a presenter to deliver financial education programmes to employees of corporate clients. - To engage with employees during the delivery of seminars, webinars and all educational interventions to introduce other services. - To be IT literate including platforms to digitally present to the audience - To ensure Financial Services knowledge is up to date and ensure compliance is adhered to. - Evidential presentation experience in a training, sales or a _"think on your feet"_ environment is essential. - Must be knowledgeable across the spectrum of retail financial services - Ideally have RO4 or be studying toward it - Able to project presence, whilst engaging with clients enthusiastically **The Rewards** - A competitive basic salary - A range of employee benefits - Working for a truly progressive organisation



  • Bristol, United Kingdom Continuum (Financial Services) LLP Full time

    Earn More. Be Valued. Grow Capital.Continuum is an Independent financial advisory business and brand created for the modern era.A fresh and modern business that is a recognised leader in the financial advisory sector and aims to be viewed by clients, advisers, our people, our strategic partners and the regulator as the quality benchmark others should aspire...


  • Bristol, United Kingdom Orton Financial LTD Full time

    **Job Overview** Orton Financial is a mortgage brokerage, working with clients all over the world. You will be required to provide support to client-related business operations. The hourly rate is £12.80, with a discretionary performance related bonus. **Responsibilities** - Serve as the primary point of contact for clients, addressing inquiries and...


  • Bristol, United Kingdom Orton Financial LTD Full time

    **Job Overview** Orton Financial is a mortgage brokerage, working with clients all over the world. You will be required to provide support to client-related business operations. The hourly rate is £12.60, with a discretionary performance related bonus. **Responsibilities** - Serve as the primary point of contact for clients, addressing inquiries and...


  • Bristol, United Kingdom Ellis Davies Financial Planning Ltd Full time

    **Overview** Ellis Davies Financial Planning Ltd is a small, client-centric, independent financial advice business based in Clifton, Bristol. The company was established in 2017 by Richard Ellis & Nick Davies. The firm has grown organically through client and professional referrals and as a result of its success, requires additional support in the back...


  • Bristol, United Kingdom Alpha Portfolio Management Full time

    Alpha Portfolio Management is an award-winning Bristol-based investment manager. Providing a broad range of investment services to client, working with professional partners, such as financial advisers, accountants and solicitors. We are aiming to grow ouradmin team, to support our growth plans. We are seeking an experienced administrator to join a central...


  • Bristol, United Kingdom mbf. Full time

    A boutique Financial Planning organisation are seeking to recruit an Administrator to join their friendly team based in Bristol. The company are very successful and have grown consistently over the past few years, they are now seeking to recruit an administratorwho can help with the busy workload. This is an entry level role; it would suit an individual with...


  • Bristol, United Kingdom Hitachi Full time

    Location:Bristol Avon United KingdomJob ID: R0082409Date Posted:Company Name:HITACHI RAIL LIMITEDProfession (Job Category):OtherJob Schedule:Full timeRemote:NoAbout UsA career at Hitachi Rail will help create a legacy. With operations in every corner of the world our work goes to the cutting-edge of digital transformation and technology. From the...


  • Bristol, United Kingdom FNZ Group Full time

    Financial Services Administrator Bristol 9 month FTC £Competitive + training + excellent benefits Looking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities? We’re hiring Financial Services Administrators to join our growing operations team in...


  • Bristol, United Kingdom FNZ Full time

    Financial Services AdministratorBristol9 month FTCompetitivetrainingexcellent benefitsLooking to take your first step into the financial services sector? Or build on your existing administration skills in a global company with genuine career opportunities?We’re hiring Financial Services Administrators to join our growing operations team in Bristol. This is...

  • Admin Assistant

    1 week ago


    Bristol, United Kingdom Goodwill Financial Services Full time

    **Location**: Stockwood, Bristol (BS14 8PG) **Key Responsibilities**: - Assist with document preparation and processing. - Maintain client records and provide exceptional customer service. - Respond promptly and professionally to client enquiries. - Perform general office duties and support projects as needed. **What we will need from you** - You will be...