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Date added: 5 Nov 2024

Senior Planning Analytics Developer

Bristol

End DateWednesday 13 November 2024Salary Range£68,202 - £75,780We support flexible working – click here for more information on flexible working optionsFlexible Working OptionsFlexibility in when hours are worked, Hybrid Working, Job ShareJob Description Summary.Job DescriptionJOB TITLE: Senior...

Date added: 24 Oct 2024

Manager (Financial General Practice) Progression

Bath

Job DescriptionManager (Financial General Practice) Progression\nBath\n£55,000 to £65,000 + Progression + Holiday + Pension + Training + Hybrid\nAre you a Manager in General Accounting or financial practice with both audit and accounting experience, who wants to work in an independent and growing...

Date added: 1 Nov 2024

Financial Planner

Bristol

Basic Up to £60k + Package + Paraplanning + Clients & Lead Generation Resource Matters have been retained by this well known Accountancy firm to recruit a Financial Planner for their Wealth Division. Due to considerable growth and expansion plans this large Accountancy firm are looking to...

Date added: 15 Oct 2024

Financial Planner

Bristol

Financial Planner Are you looking for a competitive and flexible hybrid role with a distinguished financial services firm in Bristol? Celebrated for its unwavering commitment to providing outstanding financial planning solutions for high-net-worth individuals (HNW) and long-term private clients....

Date added: 1 Nov 2024

Financial Planner

Bristol

Our client is seeking a Financial Planner to join their growing team.The role involves managing existing client reviews while focusing on acquiring new clients, with leads provided by the company. The successful candidate will collaborate with a supportive team, including advisers, paraplanners,...

Date added: 1 Nov 2024

Financial Planning Presenter

Chippenham

The role of Financial Planning Presenter The Financial Planning Presenter will deliver financial education programmes to employees of corporate and public sector companies across the UK. You will also engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts...

Date added: 1 Nov 2024

Financial Planning Presenter

Bristol

The role of Financial Planning Presenter The Financial Planning Presenter will deliver financial education programmes to employees of corporate and public sector companies across the UK. You will also engage with employees during the delivery of online and face-to-face seminars, webinars, webcasts...

Date added: 5 Nov 2024

Financial Planning Compliance Officer

Chippenham

Job Title: Financial Planning Compliance Officer Location: Chippenham Salary: £30,000 - £45,000 A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst. They are a smaller firm that are continuing to grow and that...

Date added: 30 Oct 2024

Chartered Financial Planner

Bristol

Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer...

Date added: 30 Oct 2024

Chartered Financial Planner

Bristol

Cooper Lomaz is working with a Chartered Financial Planning organisation based in the heart of Bristol. They are seeking an experienced Financial Planner or Adviser to join their expanding team. This is a family focused business and the successful candidate must be able to offer excellent customer...

Date added: 5 Nov 2024

Financial Planning Admin Manager

Bristol

Job Title: Financial Planning Admin Manager Salary: £35,000 - £42,000 Location: Bristol This position is with an expanding, national financial planning practice that have several offices across the UK and are continuing to expand. They are an independent firm that place an emphasis on client care...

Date added: 2 Nov 2024

Financial Planning Compliance Data Analyst

Chippenham

Job Title: Financial Planning Compliance Data Analyst Location: Chippenham Salary: Negotiable A bespoke Independent Financial Advisory firm near Chippenham are looking to add to their back office team with the addition of a data analyst. They are a smaller firm that are continuing to grow and that...

Date added: 1 Nov 2024

Client Support Manager - Financial Planning

Bristol

Job Title: Client Support Manager - Financial Planning Location: Bristol, UKEmployment Type: Full-time, PermanentSalary: Competitive + Comprehensive Benefits PackageHybrid Working: 3 days office & 2 days WFH About the RoleWe are delighted to be recruiting on behalf of a leading wealth management...

Date added: 16 Oct 2024

Financial Planner - Servicing Role / No Targets

Bath

Putting clients first should be the obvious focus of any financial planning firm.But some focus on profits. On the search for new clients. On growth. And that puts pressure on planners to do something many are not trained or comfortable at doing - continually unearthing new business.Not here. Here...

Date added: 16 Oct 2024

Financial Planner - Servicing Role / No Targets

Bristol

Putting clients first should be the obvious focus of any financial planning firm.But some focus on profits. On the search for new clients. On growth. And that puts pressure on planners to do something many are not trained or comfortable at doing - continually unearthing new business.Not here. Here...

Date added: 1 Nov 2024

Financial Services Administrator

Bath

We are working with a Chartered & Independent Financial Planning practice to recruit an additional Financial Services Administrator. Our client is an established & growing business with a fantastic reputation, they have grown considerably over the past few years but have managed to retain...

Date added: 12 Oct 2024

Financial Services Administrator

Trowbridge

Financial Services Administrator Full Time & Permanent Trowbridge - Office Based Up to £30,000 per annum + Bonuses + Benefits Have you gained good administration experience within a Financial Services environment? Interested in joining a growing firm that like to develop their staff? If you have...

Date added: 12 Oct 2024

Financial Services Administrator

Trowbridge

Financial Services AdministratorFull Time & PermanentTrowbridge - Office BasedUp to £30,000 per annum + Bonuses + BenefitsHave you gained good administration experience within a Financial Services environment?Interested in joining a growing firm that like to develop their staff? If you have...

Date added: 26 Oct 2024

Financial Services Administrator

Trowbridge

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and...

Date added: 25 Oct 2024

Financial Services Administrator

Trowbridge

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis.What you will be doing:Supporting the Paraplanners and Advisors, you will collate and...

Date added: 1 Nov 2024

Financial Advisor

Bristol

Exisiting client bank and support to grow bank of clientsChartered Status ofrworking towardsDelivering hgh quality of services Opportunity to join an award-winning firm dedicated to helping clients accumulate life, not just wealth, as a Financial Planner as the firm continues to expand their team....

Date added: 2 Nov 2024

Financial Adviser

Bristol

Financial Adviser Location Bristol, No requirements to attend the office Salary £50,000 - £70,000 Bonus 20% on all new business generated Duration Permanent, Full Time We are working with a Bristol based IFA who are looking for an experienced Financial Adviser to join their team. It is an exciting...

Date added: 19 Sep 2024

Financial Administrator

Trowbridge

Direct Response Employment Services is delighted to be supporting an award winning local client of ours in the recruitment of a technical administrator to join the team on a permanent basis. Working within the service department you will be supporting the client services manager your primary role...

Date added: 14 Oct 2024

Financial Advisor

Radstock

Financial Advisor - Clients Provided, Lead generation Support - client recruiting now! Basic £50,000 - £65,000 + bonuses + car package + benefits - £100k OTE Our Client one of the most popular and well known blue chip firms in the country are expanding their unique business model across the UK. They...

Date added: 1 Nov 2024

Financial Accountant

Bristol

Ambition are supporting a leading global law firm, with their search for an experienced Financial Accountant, on a 12mth FTC. Reporting into the Financial Controller and working within a small team, this role will cover management and financial accounting, planning and financial controls. This will...

Date added: Yesterday

Financial Advisor

Bristol

This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all. They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start...

Date added: 5 Nov 2024

Financial Advisor

Bristol

Are you an experienced Financial Advisor near Bristol, seeking an employed job, based from home with quality leads and existing clients provided?This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press...

Date added: 15 Oct 2024

Paraplanner / Trainee Financial Adviser

Bristol

Our client is a highly respected Chartered & fully independent financial advisory firm with a reputation for delivering bespoke financial planning services to high-net-worth individuals. The firm has seen significant growth in recent years, driven both by organic expansion and strategic...

Date added: 14 Oct 2024

Independent Financial Advisor

Bath

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning...

Date added: 14 Oct 2024

Independent Financial Advisor

Chippenham

Basic Up to £75k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning...

Date added: 14 Oct 2024

Independent Financial Advisor

Trowbridge

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning...

Date added: 14 Oct 2024

Independent Financial Advisor

Bristol

Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning...

Date added: 15 Oct 2024

Chief Financial Officer

Westbury

A charity in Westbury are looking to appoint a CFO to improve and lead their finances.Reporting to the COO you will be responsible for: All aspects of the finance function, preparing reports and other financial information, ensuring all appropriate financial processes and procedures, and cash...

Date added: 1 Nov 2024

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

Bristol

(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, IHT, Trusts, Mortgages, and some Protections to...

Date added: Yesterday

Senior Planning Analytics Developer

Bristol

End DateWednesday 13 November 2024Salary Range£68,202 - £75,780We support flexible working click here for more information on flexible working optionsFlexible Working OptionsFlexibility in when hours are worked, Hybrid Working, Job ShareJob Description Summary.Job DescriptionJOB TITLE: Senior...

Date added: 1 Nov 2024

Administrator

Bath

Job Title: Administrator Industry: Wealth Management Location: Bath Salary: £22,000 - £25,000 Job Reference: 9288 Job Description: Recruit UK is excited to present a fantastic opportunity for an Administrator to join a prestigious and thriving IFA firm in Bath. This role is within the Employee...

Date added: 25 Oct 2024

Financial Accountant

Bristol

About Us: Morgan Mckinley are pleased to be working exclusively with a leading Bristol based client on their search for a Financial Accountant. This is a fantastic opportunity to join on of the South West's most forward thinking and growing businesses in their field. Our client is a leading...

Date added: 19 Oct 2024

Financial Controller

Westbury, Wiltshire

Financial Controller Core3 are delighted to be working on an exclusive basis to recruit a Financial Controller opportunity with forward thinking company that is going through a period of growth. £65,000-£75,000 + Car Allowance + Bonus - Hybrid working. Why join our client?They are a growing...

Date added: Yesterday

Financial Accountant

Bristol

About the Team: Join our dynamic finance team as a Financial Accountant! After continued successful growth globally for the business, we are looking a strong financially minded person to join the team. About Hybrid: Hybrid is a multi-award winning high-growth global media agency with offices in...

Date added: Yesterday

Financial Accountant

Bristol

Marks Sattin is working in exclusive partnership with a Bristol based SME to recruit a Financial Accountant on an interim basis for a period of 3 to 6 months. This will be an opportunity to join a business as it looks to improve controls and processes, adjust reporting standards and be actively...