Office Manager Ifa

A leading financial advisory group in Cheltenham is seeking IFA Administrators with over 12 months of experience in IFA administration. The role involves collaboration with Financial Advisors, managing client relationships, and ensuring a seamless experience for high-net-worth clients. The company offers a supportive team environment, flexible working...

Post Office Operations Manager - CheltenhamTo be employed in this role you must be over the age of 18 and complete a safeguarding check.3-Day Post Office Counter Training Covers Introduction, Processes, Practical Skills & SystemsTraining may take place at a different location – flexibility required!With a rich heritage and a new name, TGJones is the fresh...

IFA Administrator – Join a Thriving Wealth Management Firm | Career Growth + Remote Working  Location: Office is Cheltenham – The role is remote, 37.5 hours a week Salary: £28,000 – £33,000 Join a respected and client-centric Independent Financial Advisory (IFA) firm committed to delivering holistic financial planning to a loyal and growing client...

**Financial Planning Administrator (IFA) - Cheltenham/hybrid** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

Job description I'm currently looking for IFA Administrators to join a leading financial advisory group with offices based in Cheltenham and Cardiff! Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration. If you're ready to take the next step in your career, this is a fantastic...

**Senior Financial Planning Administrator (IFA) - Cheltenham** **About Attivo**: Attivo are Lifestyle Financial Planners. We’re a privately owned company. We prefer it that way. It means we’re free to do what we feel is best for our clients and our people. Our work is all about our clients. We pride ourselves on being completely transparent, open and...

* Promote/sell sourcing products and services via the telephone / remote* Contribute to the sales and adoption of Xplan mortgage* Respond to incoming sales calls and identify and act upon potential sales opportunities.* Proactively liaise with Head of Business Development and other team members with regard to Key Accounts as required e.g. specific sales...

Post Office Counter Clerk Working Hours 20 hours per week, working any 5 out of 7 days including weekends Pay We pay in line with UK age-related minimum and living wage rates – so your pay will depend on your age group. Please see below: 16-18 years: £7.57 18-20: £10.03 21+: £12.25 Requirements To be employed in this role you must be over the age of 18...

See yourself being part of a large, transformational change? This could be the role for you*At Iress, we make things happen*We believe technology should help people perform better every day. Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. More than 10,000 businesses and 500,000 people...

**Role**: Due to our relocation to the Quadrangle in the heart of Cheltenham town centre, we require an Officer Manager to ensure the smooth running of our new office space. **Key Accountabilities will include**: - Supporting the relocation to the new offices - Overseeing and agreeing contracts and providers for services including cleaning, catering,...