Posted by Service Service Employment Agency Limited • £25K/yr to £28K/yr
About the role
The main purpose of this Administrative role is to provide a compliant administrative service to my clients Planners, their team, and clients.
My client, a fully independent boutique practice on the outskirts of Gloucester, who take great care in catering to the needs of their loyal client base, are looking for an experienced Administrator to join their established team of professionals.
Ensuring a quality service is provided to all clients in accordance with their needs and requirements.
The role has responsibility for generating revenue and developing the profitability of the business whilst ensuring full FCA compliance in all aspects of insurance.
Duties and responsibilities
Ensure accuracy, efficiency and professionalism when dealing with both clients and insurers in all aspects of the role:.
Posted by Grafton Recruitment • £35K/yr to £40K/yr
An outstanding opportunity for a Client Services Manager to provide high level office support and customer care within a prestigious Financial Planning practice.
A rare opportunity to work for a high profile Wealth Management firm with a great working environment/culture who offer excellent personal development
It is essential that you have prior work experience in the Professional Services sector.
Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
This Financial Services Administrator job in Cheltenham is ideal for current Financial Services Administrators keen to join a growing company which has exciting plans ahead!
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
With over 15 years of experience providing top-tier financial services to both individuals and businesses, this firm is looking to expand its team as they continue their growth journey.
We are thrilled to have exclusively partnered with a thriving and ambitious IFA firm based in Cheltenham.
Over the years, hundreds of happy clients have built lasting connections with our client, which is testament to their down-to-earth approach.
Reed Financial Services are proud to representing a local IFA firm in Cirencester, they have a unique opportunity for IFA to join their business and inherit a client bank.
As an IFA, you will have access to a full client bank, allowing you to hit the ground running and focus on providing exceptional financial advice to clients.
You will be responsible for building and maintaining strong relationships with clients, understanding their financial goals, and developing tailored strategies to help them achieve those goals.
FCA RESPONSIBILITIES AND DUTIES in line with CAFCASS Service Standards
You will provide advanced social work-level services to children, families and courts by assessing and analysing court applications.
Also, to influence those with parental responsibility to be more child-focused when needed, to advise the courts and Local Authorities about safeguarding concerns and about how a child's life can be improved, supporting judicial case management in the process.
Posted by Service Care Solutions - Legal • £19/hr to £20/hr
Service Care Solutions are recruiting on behalf of a local authority in South Gloucestershire for a dedicated Finance Officer.
If you have experience in preparing financial and budget information, working with computerised systems, and collaborating with stakeholders to deliver high-quality financial management services, this could be an excellent opportunity for you.
This role is integral to supporting the demand-led High Needs area within the finance team.