An exciting opportunity for an IFA administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in Bath.
This company prides itself on the amazing culture they have developed over the years.
They would like another friendly individual to join them, where you can have fun and grow.
IFA Administrator Join a Leading Wealth Management Firm that provides hybrid working!
Are you a detail-oriented IFA Administrator with a passion for delivering outstanding client service?
This is an opportunity to work for a thriving financial planning and discretionary investment management firm that is dedicated to improving people's relationship with their wealth.
Bath, Somerset (with hybrid working after the probation period)
We're frontline, a big group company, an award-winning, innovation driven 3D retail design and integrated marketing agency who apply bigger thinking to everything we do.
For over 30 years, we've been helping our clients create memorable EXPERIENCES, drive business results to amplify PERFORMANCE, innovate with technology to drive TRANSFORMATION and nurture and connect brands with consumers to build genuine COMMUNITIES.
Posted by Capio Recruitment Financial Planning • £22K/yr to £25K/yr
This role would involve providing a range of administrative support to the EB advisers and support the ongoing growth and developing of corporate clients within the firm.
You will be working within a team environment and handling a range of requests including Group Pensions, Group Risk and Group life schemes.
This role would be perfect for someone who has experience of working within a Financial Planning or Wealth Management firm previously and enjoys the corporate side of financial advice, whilst looking for a supportive, friendly environment in which to continue their career.
Reed Business Support in Bath is working with a Bath based business in their search for a Client Services Administrator within Employee Benefits & Pensions.
This Client Services Administrator role suit someone with a background in Administration and / or Pensions and Employee Benefits.
Seasonal Picker/Packers required for short-term assignments over the Christmas and New Year period.
The roles will involve accurately and efficiently picking and packing customer orders, regular stock replenishment and stock control checks, some personalisation of customer orders, and keeping the warehouse areas clean and tidy at all times.
These are short-term assignments over the festive period but some roles may be extended to temp-to-perm assignments.
Are you an experienced Mortgage Advisor looking for a new opportunity?
Our 5-star rated clients are currently looking for an experienced Self-Employed Mortgage Advisor with their own client bank to join their team who is based and operates across the UK.