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Administrator - Wealth Management

We are seeking a detail-oriented and organised Wealth Management Administrative Assistant to support our clients Advice Solutions Team. The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations, and providing adm...

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Insurance Administrator - Wealth Management

We are seeking a detail-oriented and organised Wealth Management Administrative Assistant to support our clients Advice Solutions Team. The ideal candidate will be adept at managing multiple tasks, ensuring smooth office operations, and providing adm...

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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...

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Financial Services Administrator - Wealth Management

Financial Services Administrator - Wealth Management Salary: 22,000 - 30,000 In office work (5 days a week) A well-established and reputable wealth management firm is looking for an experienced Financial Services Administrator to join their team. Req...

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IFA Administrator

11 April by Ortus PSR

IFA Administrator – Bristol| Up to 33,000 | Hybrid Working Support a Leading Wealth Management Firm & Elevate Your Career – National IFA firm Are you an experienced IFA Administrator looking for a role that offers career growth, a dynamic working env...

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

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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Regional Sales Manager - Bristol - OTE - £130k plus excellent benefits package

3 days ago by Financial Divisions

Regional Sales Manager - Financial Services Our client is a leading Wealth Management firm based in Bristol, that is multi award winning and is enjoying consistent year on year organic growth. As a result of this, they are now looking for a Senior Ma...

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Administrator - Financial Services

3 April by Brevere Group

Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environme...

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Training and Competence Supervisor

11 April by Clayton Davies Ltd

- Training and Competency Supervisor - South West Based (Can be based anywhere in the South West) - c. 65,000 Bonus Our client, a leading wealth management firm dedicated to delivering tailored financial solutions and exceptional service to their cli...

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IFA Administrator

Job Title: IFA Administrator Location: Bristol Type: Hybird Salary: 28,000 - 30,000 About the Company: Our client is a well-established and growing financial advisory firm based in the Bristol area. They are known for delivering tailored wealth manag...

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Paraplanner

3 April by Brevere Group

This energetic and expanding Wealth Management firm seeks a skilled Paraplanner who is looking to further their career within an innovative firm. This role will allow you to work within the Advisory team who deal with HNW clients who require holistic...

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Chartered Financial Planner

3 April by Brevere Group

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative ...

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Regional Sales Manager - Financial Services, Bristol, OTE: £130,000 + Excellent Benefits

3 days ago by Financial Divisions

Are you an experienced leader in Financial Services looking for your next challenge? Our client, a highly regarded and award-winning Wealth Management firm based in Bristol, is experiencing sustained organic growth and is now seeking a dynamic Region...

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Project Administrator

Do you have excellent IT skills and high attention to detail? Our client, a wealth management firm, are looking for a Project Administrator on a 4-6 month FTC. This role will be to support with a data migration project in the Investment Operation Dep...

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Executive Assistant

Job Title: Executive Assistant (Wealth Management) Salary: 30,000 - 36,000 Location: Bath A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financia...

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Financial Planning Administrator

Job Title : Financial Planning Administrator Salary : 22,500 - 26,000 Location : Bath Type : Hybrid (3 days in the office) A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Manageme...

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Customer Service Advisor Full-Time

About the role We are currently seeking a Customer Services Advisor to join our esteemed financial helpdesk in leading Wealth Management company nestled in the heart of Bristol. As the primary point of contact for our 1.9 million clients, you will pr...

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Experienced Paraplanner Bristol

4 April by tPS Recruitment

CII PFS Diploma Qualified Paraplanner Flexible working Suitabilty and report writing Paraplanner | Salary Negotiable | Bristol / Hybrid Are you a detail-driven Paraplanner with a passion for high-quality financial planning? Join a respected, forward-...

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Employee Benefits Administrator

Job Title : Employee Benefits Administrator Salary : 25,000 - 28,000 Location : Bath Hybrid : Minimum 2 days in the office A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Manageme...

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Training & Competency Manager

Job Title: Training & Competency Manager Location: Bath (Hybrid/Remote) Salary: 60,000 - 80,000 This is a fantastic opportunity to join a dynamic and growing financial services group in a key leadership position within their Compliance function. We’r...

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Financial Adviser to take over Existing Client Bank, Bath, £60,000 to £70,000

Private Wealth Management Package: 60,000 to 70,000 plus very competitive bonus and benefits After working directly with this organisation for almost 8 years, we have watched them develop year after year into a well-known wealth management company th...

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Paraplanner Small Business

Paraplanner (Small Business) Weston-Super-Mare 40,000 to 60,000 Company Bonus Training Study Support Company Benefits Pension Are you a Paraplanner, or part-qualified eager to advance your career with study support in a highly respected and well-esta...

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Paraplanner

About us The Titan Group provides a broad range of services across the whole wealth value chain - from financial planning, investment management through to platform, trading, settlement and custody services. Its strategy is to be able to offer modula...

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Investment Administrator

Yesterday by mbf.

Join a prestigious national investment management organisation with a long-standing reputation for excellence and client-centric service. Operating as one of the largest wealth and investment companies in the UK, the firm’s Bristol office offers a co...

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Financial Adviser - Existing Client Book & Growth Opportunity

9 April by mbf.

Financial Adviser - Existing Client Book & Growth Opportunity Salary: Competitive, tailored to the right candidate Bonuses and Benefits A rapidly growing, well-backed financial planning firm is looking to recruit an experienced Financial Adviser to t...

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