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Client Services Senior Administrator - Bath - £18, 000 - £22, 000 Our client is seeking an experienced Financial Services Administrator to join the Client Services team to assist with Broker Administration, Customer Relations, New Investments and Policy Administration. The role holder will operate as part of a team and as a role model demonstrating a depth of knowledge in addition to deputising...
Trainee IFA Location - Bath Salary - £20k +OTE This leading IFA practice has a rare and exciting opportunity for a Trainee Financial Adviser. You will be supported through completing your qualifications and will be working closely with professionals to ensure that you are gaining the best skills required for success in the role. Skills required: Previous Sales experience within a tied...
ARE YOU LOOKING TO FAST TRACK YOUR MORTGAGE CAREER WITHIN A REPUTABLE ESTATE AGENCY? DO YOU HAVE INDUSTRY EXPERIENCE AND HAVE FULL CeMAP QUALIFICATIONS? Working for the one of the UKs leading Estate Agency groups. Who have an enviable reputation within the industry. They offer exclusive mortgage deals and whole of market access. Offering a great starting package, with a clear route for financial...
Technical IFA Administrator Bath £19, 000 - £25, 000 dependent on experience Our Client, a highly reputable Wealth Management practice, has an opening for an IFA Support, due to increasing workloads. Committed to gaining full understanding of their Clients needs, they provide the best possible, truly independent advice. Working closely with Clients of all means, they are impartial and believe in...
We are currently recruiting for an experienced Auditor to join our prestigious client based in Bath.You should be a qualified or part-qualified accountant with Audit experience – AAT, ACA or ACCA.You should be well-organised and self-motivated along with being a strong team player. Solid experience of direct client contact since gaining your qualification is also required. Working with clients...
Main Responsibilities Prime accountability: Work with the Retail Operations Director and Operations Director (and their teams) to create and deliver viable change plans, and exceed agreed financial targets Focus areas: Mainly retail sites, supply chain/warehousing and call centre operations Create stretching financial targets, asset investment plans and performance change plans to continually...
Fund and Stock Maintenance Administrator Salary competitive As part of Investment Funds Direct Limited (founded 1982), Ascentric''s ''Wrap'' platform enables Independent Financial Advisers (IFAs) to view, value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their...
Finance Manager - Risk & ControlAs part of Investment Funds Direct Limited (founded 1982), Ascentric''s ''Wrap'' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in control of their investments through their...
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Client Services Administrator - Bath - £18, 000 - £21, 000 An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team. Job Role: •Provide key administrative support to IFAs and their clients. •You will operate as part of a team to deliver outstanding service. •Dealing with requests from Financial Advisers and their...
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Client Services Senior Administrator - Bath - £18, 000 - £22, 000 Our client is seeking an experienced Financial Services Administrator to join the Client Services team to assist with Broker Administration, Customer Relations, New Investments and Policy Administration. The role holder will operate as part of a team and as a role model demonstrating a depth of knowledge in addition to...
Client Services Executive Bath Salary £21, 000 - £24, 000 This is an integral role within the Client Services Team as the initial client contact point and face of the Business. Core responsibilities include: Relationship Management - The Client Services Executive''s key role involves building and maintaining strong working relationships with Financial Advisers, Regional Sales Teams and...
Life office require a Financial Advisor to cover Bristol area. Basic salary £21000 with OTE £50K ( no limit) Company Car (Fully expensed) Pension Excellent bonus scheme Renewal Commissions paid Home Based role For this role you will need FPC3 or equivalent. This role does not require you to be fully signed off as CAS. At least 2 years Sales experience from Financial Services is required. Customer...
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Client Operations Manager - Investment & Pensions Leading Investment Organisation, based Bath, Somerset £50, 000 + Excellent Package This is an excellent opportunity for individuals with a proven Relationship/Operations Management background to join this leading Investment platform in a managerial capacity. Working specifically on an ongoing project, you will play a key role in the ongoing...
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Ascentric Senior Quality Assurance Administrator £25k - £30k dependent on experience As part of Investment Funds Direct Limited (founded 1982), Ascentric''s ''Wrap'' platform enables Independent Financial Advisers (IFAs) to view value and trade client investment portfolios. The technology we provide gives customers a clearer picture of how their entire portfolio is performing, putting them in...
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