48 Investments Jobs in Bath

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Remediations Administrator

Are you looking to advance your career in Financial Services? Do you have excellent organisational skills and want to grow professionally in a dynamic and fast-paced role? Juice is excited to be supporting a well-known Financial Services Company base...

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Financial Planning Administrator

We are working with a successful wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Bath office. This role is suitable for someone who is already working in...

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Senior Customer Success Executive

Do you have experience within fintech or investments? Are you a people person with amazing communication skills? An embedded investment platform based in Bath is on the lookout for a Senior Customer Success Executive to join their team. Your responsi...

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Paraplanner

Job Title: Paraplanner Location: Bath (Hybrid) Salary: 35,000 - 40,000 Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Bath. The firm prides themselves on pr...

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Administrator

Are you looking to progress in your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset in a varied and fast-paced role? Juice is excited to be supporting a well-known Financial S...

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Client Service Administrator

Are you looking to progress in your Financial Services career? Do you have brilliant organisation skills and are looking to develop your professional skillset in a varied and fast-paced role? Juice is excited to be supporting a well-known Financial S...

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Customer Service Associate

30 July by SS&C

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 2...

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Interim Finance Director

Job Title: Interim Finance Director Location: Bristol (Hybrid) Day rate: 500 - 800 per day (outside of IR35) Duration: 9 months The Opportunity An experienced Interim Finance Director is required to guide a high-growth technology company of approxima...

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Financial Services Administrator/IFA Administrator-Bristol - £26,000 & Bonus Study Support

13 August by Financial Divisions

Our client is a well-known Bristol-based financial planning company. They are seeking a Financial Planning Administrator to join their extremely social team. They are located in contemporary offices in the centre of the city. This position is a fanta...

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Pensions Administrator

19 July by Ashe Consulting

This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for an experienced Pensions administrator. You will be providing support to Defined Contribution & Defined Benefit Occupational Pen...

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Senior Pensions Administrator

19 July by Ashe Consulting

This actuarial consultancy has over 1,500 employees operating from more than 80 global locations are currently looking for a Senior Pensions Administrator. You will be providing support to Defined Contribution & Defined Benefit Occupational Pensions ...

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Client Services Consultant

Do you have experience in Customer Services or the Financial Services sector? Are you organised and able to multitask? Our client, an award-winning investment and technology solutions firm, is looking for a Client Services Consultant to join their te...

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Healthcare & Group Risk Administrator

19 July by Ashe Consulting

One of the UK’s leading providers of actuarial and consultancy services are currently looking for a Healthcare & Group Risk administrator to join their Employee Benefits Department. The Health & Group Risk administrator will provide sales support to ...

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Pensions Administrator

19 July by Ashe Consulting

This independent specialist provider of actuarial, consultancy and administration services to the pensions industry, has an exciting opportunity for a Pensions Administrator to join one of their Pensions Teams. Their professionalism and dedication ar...

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Finance Business Partner

30 July by Barclay Meade

The finance business partner for is responsible for the management accounting covering daily, weekly & monthly management accounting duties including bid reviews, reporting, budgets, forecast and financial analysis. Responsibilities: Management accou...

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Healthcare & Group Risk Consultant

19 July by Ashe Consulting

One of the UK’s leading independent insurance brokers and employee benefits consultants has an opportunity within its expanding Group Risk team. The Healthcare & Group Risk Consultant will have responsibility for their portfolio of large corporate cl...

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IFA Administrative

12 August by Heat Recruitment

Job title: IFA Administrator Salary: up to 35,000 depending on experience (all levels considered - entry - mid - senior) Location: Bristol Responsibilities Achieve role specific business targets and deadlines, whilst being adaptable to differing pres...

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Trainee Recruitment Consultant

11 April by Virtus Talent

Package: 24,000 - 25,000 Basic Uncapped Commission Benefits ( 40K OTE Year 1) ( 50K Year 2) ( 60K Year 3) There are some really exciting trends within financial technology (FinTech) that will be happening in 2024 including; Adoption of digital curren...

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Administrator Financial Services

19 August by tPS Recruitment

Processing new business Experience in Financial services Good communication skills The Role This is a not-to-be-missed opportunity for you as an IFA administrator as an IFA administrator you will deal with several administrative tasks and assist inde...

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Office Manager

9 August by SS&C

SS&C Technologies seek an Office Manager to be based in Bristol and working as part of the Property team, this is an exciting opportunity for a flexible, highly organised individual with excellent personal and communication skills. This busy role req...

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Graduate Recruitment Consultant

19 August by Virtus Talent

Package: 23,000 - 25,000 Basic Uncapped Commission Benefits ( 40K OTE Year 1) ( 50K Year 2) ( 60K Year 3) There are some really exciting trends within financial technology (FinTech) that will be happening in 2024 including; Adoption of digital curren...

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Customer Service Advisor

1 August by Reed

Customer Service Representative Job Type: Full-time 25k - 27k Location: Office-based with no remote working option Working Hours: 8:30am – 5pm Salary: Competitive We are seeking a Customer Service Representative to join our busy team. The ideal candi...

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Financial Due Diligence Manager - Transaction Services

This role as a Financial Due Diligence Manager for an individual who is proficient in Transaction Services and Corporate Finance. You will be prepared to lead and manage the financial due diligence processes for international deals, in a thriving and...

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Senior Paraplanner

1 week ago by CMD Recruitment

Senior Paraplanner Hybrid Working Full or Part Time Trowbridge Up to 50,000 Bonuses Do you have 5 years experience as a Paraplanner? Interested in a new career challenge within a growing and dynamic practice? A forward-thinking firm who encourages an...

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Entry Level Financial Administrator-Full-Time-Career Progression-Bristol-£22,000 - £27,000+..

(Depending on Experience) Onsite Parking My client is a well-established independent financial advice business who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning,...

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