Financial Planning Administrator

3 days ago


Bridgwater, United Kingdom Ortus Psr Full time

**IFA Administrator**

**Location: Taunton**

**Salary: £18,000**

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and other 3rd parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired



  • Bridgwater, United Kingdom Agratas Full time

    Purpose of the RoleThis role sits at the heart of how the organisation understands its people. As a Workforce Planning Analyst, you’ll support the delivery of global workforce planning and organisational management activities, ensuring leaders have clear, evidence-based insight to make confident decisions.You’ll maintain accurate organisational...


  • Bridgwater, United Kingdom LMP Group Full time

    **Apprenticeship position at Robert Blake School** As a Business Administration Apprentice at Robert Blake, you will play a crucial role in supporting the administrative functions of the school. This apprenticeship opportunity is designed to provide hands-on experience and training in various aspects of business administration within an educational setting,...


  • Bridgwater, United Kingdom Framatome Full time

    **General information**: Framatome is owned by the EDF Group (80.5%) and Mitsubishi Heavy Industries (MHI - 19.5%). **Reference number **:2024-19038 **Publication date **:11/8/2024 **Job details**: **Category**: Z - ADMINISTRATION - Z1 - Administrative assistant **Job Opening Title**: Site Administration Assistant **Job type**: Non fixed term **BU...


  • Bridgwater, United Kingdom The Levels School Full time

    **Job Introduction**: We are looking for an approachable, responsive Administrator with excellent communication skills to work across The Levels School and our new outsourcing unit ' The Level's Therapy'. The role will be split 50/50 on a Full Time, permanent basis.This role involves supporting the Head teacher and the SENDCo with administrative duties that...


  • Bridgwater, United Kingdom Turnbull Infrastructure & Utilities Ltd Full time

    Are you looking for a new, exciting, and challenging role, where you can fully utilise your administration and customer service skills? If so, we have a sound opportunity for a Support Service Administrator to join our Team at Hinkley Point C! **What you'll do**: As a Support Services Administrator, you'll join our busy team and will play a vital part in...


  • Bridgwater, United Kingdom Royal Terberg Group Full time

    **Role**:Contract Administrator **Location**: Bridgwater **Hours**: 40 hours per week | between 08:00 and 16:30 Monday to Friday Are you a skilled and dedicated professional looking for an exciting opportunity to make a difference? We have an engaging role for you at Dennis Eagle! As a **Contract Administrator**, you'll provide administration support,...


  • Bridgwater, United Kingdom Somerset NHS Foundation Trust Full time

    Apprentice Business Administrator -- Sedgemoor Neighbourhood Integrated Administration Team Overview Are you organised, people-focused, and ready to start a rewarding career in Business Administration? Join our friendly and supportive team within the Sedgemoor Neighbourhood Integrated Administration service. This is an exciting opportunity to gain hands‑on...


  • Bridgwater, United Kingdom Mitie Full time

    **Planning Coordinator (Magnox Hinkley)** We are looking for a planning coordinator to join our team at Hinkley Point A station, working a 36-hour week over 4 days Monday - Thursday. This role includes a wide range of requirements and complexities, The contract is 5+2+2+1 year, commencing 2021. A strong delivery background, formal qualifications and...

  • Team Administrator

    7 days ago


    Bridgwater, United Kingdom Somerset NHS Foundation Trust Full time

    Are you looking for a bit of variety in your administration job role? Would you like to support making a real difference in people’s lives? The Mental Health Employment Support Service is a small friendly county wide team that is looking for a professional Administrator. This team is part of the Community Mental Health Service and it supports service...


  • Bridgwater, United Kingdom MMES 2012 LTD Full time

    **MMES 2012 LIMITED** are looking for an administrative assistant to join their growing team based at our Bridgwater Head Office. The role will involve carrying out a wide range of general and operational support duties to assist the office team with recruitment, HR Administration, and data imputing. The role involves regular use of Word, Excel, and...