8 jobs found in Bath

Our client is a successful and established Financial Advice firm based in Sussex and they are currently looking for an experienced Financial Services Administrator to join their team This is for the role of Financial Services Administrator supporting a successful Financial Adviser We are looking for an experienced IFA Administrator and therefore the client is happy to offer a base salary up to £32000 plus benefits. We can also offer Hybrid or even Remote working but there will be an expectancy to attend the office once per quarter fully expensed for 3-4 days per time The company is based in Horsham so please only apply if you are able to attend the office once per qtr for the timeframe specified The travel to the office will be fully expensed If you are an experienced FS Administrator or Junior Paraplanner looking for a new role then please apply Looking only for IFA Admin experience with ideally FA1 qualification or similar but open on this Immediate start Base to...

Mortgage Administrator- REMOTE We are looking to hire an experienced Mortgage Administrator to join the team as soon as possible. This is an employed position, working 35 hours per week (9am-5pm) Remote. The successful candidate must have at least 1 year's experience in whole-of-market mortgage administration and be confident managing cases from application through to completion. Strong organisational skills and the ability to handle multiple cases efficiently are essential. Experience in protection administration, compliance checks, would be advantageous but is not essential. Quarterly travel for team meetings/training and development Basic neg- £26,000 to £28,000 Plus bonus and employee benefits. If you have any questions, please feel free to get in touc

Adviser Support Annual Salary: Up to £32,000 - depends on experience/qualifications Location: Fully Remote (with occasional office visits for training) Job Type: Permanent Working Hours: Full-time, Monday - Friday Join our Adviser Support & Paraplanning team and play a crucial role in delivering outstanding customer service to a large client bank nationwide. This fully remote role is ideal for someone with strong IGA support experience and a technical interest, looking to contribute to our mission of providing exceptional client experiences through meticulous and timely work. Day-to-day of the role: Advisor Support: Provide day-to-day assistance to advisors, including preparing documentation and handling administrative requests. Client Communication: Answer incoming calls from clients, respond to queries promptly, and correspond via email or letter as required. Workflow Management: Monitor and manage workflows to ensure timely completion of tasks. Report...

We are working with an established and highly regarded Financial Services organisation to recruit an additional Employee Benefits Administrator. Our client is a leading name in the industry, providing holistic services across Employee Benefits, Financial Planning and Mortgages. They are a growing business with multiple offices across the UK; their main presence is in the South West of England. The business has seen impressive growth over the past five years and they are poised for continued expansion over the next few years. Our client is looking to recruit a motivated and professional Employee Benefits Administrator to join their corporate team. This position will be a vital part of the organisation providing support to a team of successful Employee Benefits Consultants and their growing book of clients. Responsibilities: Acting as the first point of contact for clients, product providers, and consultants. Managing client data, processing new business, and ensuring...

Paraplanner Location: Bath or Exeter, UK Job Type: Full-time, Hybrid (2 days in office) Salary: £38,000 - £45,000 plus up to 10% bonus potential Are you an aspiring Paraplanner looking to solidify your career within a dynamic and growing Wealth Management firm? Our client, a regional IFA firm known for its strategic expansions and client-focused approach, is offering an exciting opportunity for Paraplanners in either their Bath or Exeter offices. This role comes with a competitive salary, excellent benefits, and real prospects for career progression. Day-to-Day of the Role: Support financial advisers and their clients by compiling research, writing suitability reports, and responding to technical queries. Ensure a thorough understanding of the administration process, client file requirements, and FCA regulations. Maintain compliant client files and manage high-quality, accurate report writing across various financial planning areas including pensions, trusts, and...

Job Title: Paraplanner for a keading Bath IFA firm Package - £35-50,000 basic depends on experience and qualifications plus quaretly bonus and benefits. 3 days in office 2 days at home Introduction Are you an experienced Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? We're passionate about helping people build a better relationship with their wealth and we're looking for someone like you to help us deliver on that mission. We're excited to be expanding our presence and as part of this growth, we're looking for a high calibre Paraplanner to join our team and play a key role in supporting our advisers and clients. What You'll Be Doing As a Paraplanner, you'll be responsible for delivering high-quality technical support to our advisers and clients. This includes: Analysing client information and existing investments or policies Performing tax calculations and constructing appropriate...

An excellent opportunity has arisen for an experienced Paraplanner to join a highly successful and well-established regional wealth management practice. This fully independent firm has built an outstanding reputation for providing high-quality financial planning advice and has gone from strength to strength in recent years. Continued business growth has created the need to recruit an additional Paraplanner to support their expanding team. Working closely with a team of successful Financial Planners, you will provide comprehensive technical support across the advice process. The Role Preparing high-quality suitability reports Conducting detailed technical research across pensions, investments and protection Supporting Financial Planners throughout the advice process Assisting with client queries and providing technical support where required Liaising with providers and internal teams to ensure efficient case progression Contributing to the ongoing development of...

We are working with a highly successful and fully independent financial planning organisation; our client is recognised as one of the leading names in the industry. Established and award-winning, they have been celebrated for both the quality of their financial advice and their commitment to staff. They are looking to recruit a Financial Services Administrator to join their growing team. This is an exciting opportunity to work in a supportive and professional environment, providing administrative support to a highly successful team of Financial Planners and their clients. The role: Provide vital administrative support across financial planning operations. Ensure the smooth delivery of services to clients. Work collaboratively with a team of experienced professionals, demonstrating strong organisational skills and attention to detail. Who we are looking for: Previous experience within a financial services company is essential. Ideally, experience in financial...