Date Added: 2 Sep 2025
Head Of Financial Insights And Business Partnering (FM12901) - Bath, BA2 7AY
Bath
Job DescriptionHead of Financial Insights and Business Partnering (FM12901) - Bath, BA2 7AYWe are seeking to appoint a Head of Financial Insights and Business Partnering to lead the Management Information Section (MIS) finance team. This role is responsible for delivering high-quality...
Date Added: 13 Aug 2025
IFA Administrator
Bristol
Job DescriptionParaplanning AdministratorFinancial PlanningCompetitive SalaryBristolWe’re currently working with a highly regarded and forward-thinking financial planning firm in Bristol that’s looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity...
Date Added: 13 Aug 2025
IFA Administrator
Bristol
Job DescriptionParaplanning AdministratorFinancial PlanningCompetitive SalaryBristolWe’re currently working with a highly regarded and forward-thinking financial planning firm in Bristol that’s looking to recruit an experienced Paraplanning Administrator. This is a fantastic opportunity...
Date Added: 31 Aug 2025
Independent Financial Advisor
City of Bristol
Job DescriptionAre you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures?Do you want the freedom to run your own client relationships, on your own terms - without sacrificing support, stability, or financial reward?Would moving your clients to a truly...
Date Added: 1 Sep 2025
Independent Financial Advisor
City of Bristol
Job DescriptionAre you an experienced employed IFA feeling restricted by corporate bureaucracy and rigid structures?Do you want the freedom to run your own client relationships, on your own terms - without sacrificing support, stability, or financial reward?Would moving your clients to a truly...
Date Added: 31 Aug 2025
Independent Financial Advisor
Bristol
Job DescriptionFinancial Planner – Up to £110,000 DOE – Bristol– HybridI’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to...
Date Added: 1 Sep 2025
Independent Financial Advisor
Bristol
Job DescriptionFinancial Planner – Up to £110,000 DOE – Bristol– HybridI’m excited to be partnering with a prestigious firm, specialising in accounting, tax, audit, advisory, and business services across the UK and Europe. They are seeking an experienced Financial Planner to...
Date Added: 23 Aug 2025
Financial Services Platform Implementation Manager
City of Bristol
Job DescriptionPlatform Implementation Manager – Build, Lead, Transform Bristol - HybridAre you ready to take ownership and make your mark? We’re looking for an ambitious, hands-on (Financial Services) Platform Implementation Manager to lead a newly created onboarding and enablement...
Date Added: 23 Aug 2025
Financial Services Platform Implementation Manager
City of Bristol
Job DescriptionPlatform Implementation Manager – Build, Lead, Transform Bristol - HybridAre you ready to take ownership and make your mark? We’re looking for an ambitious, hands-on (Financial Services) Platform Implementation Manager to lead a newly created onboarding and enablement...
Date Added: 31 Aug 2025
Client Services Administrator
Bristol
Job DescriptionClient Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 12...
Date Added: 1 Sep 2025
Client Services Administrator
Bristol
Job DescriptionClient Administrator - £35,000 + Bonus – Bristol / Hybrid I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with 12 months+...
Date Added: 1 Sep 2025
Financial Advisor
Bristol
Job DescriptionFinancial Advisor – Repatriation Team - (Bristol & London)£80,000 DOE + BonusHybrid /Flexi working (Approx 1 day/fortnight in office)A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team....
Date Added: 31 Aug 2025
Financial Advisor
Bristol
Job DescriptionFinancial Advisor – Repatriation Team - (Bristol & London)£80,000 DOE + BonusHybrid /Flexi working (Approx 1 day/fortnight in office)A leading private equity-backed wealth management firm is looking for a talented Financial Advisor to join its specialist Repatriation Team....
Date Added: 23 Aug 2025
Operations Executive
Bath
Job DescriptionAre you experienced in payments, transfers, or wider banking operations - and ready to take the next step in your career?We’re supporting an award winning international wealth management platform that is expanding its Operations team and looking for an Operations Executive to...
Date Added: 25 Jul 2025
Lettings Administrator
Bristol
Job DescriptionA fantastic role has arisen within a highly regarded Estate Agency for a versatile Lettings Administrator to join their thriving office in Bristol. My clients have long had a reputation as a high quality, reputable agent in Bristol and are looking for a Lettings Administrator to join...
Date Added: 14 Aug 2025
Independent Financial Planner
Bristol
Our client is a national financial services provider currently undergoing a restructure and seeking an Idependent Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The main duties for this position is to service an...
Date Added: 1 Sep 2025
IFA Administrator
Bristol
TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title:IFA AdministratorLocation: Clifton BristolBenefits:£30,000 FTE salary (pro rata for part-time hours)Flexible working hoursHybrid working options availableFree on-site parkingA collaborative and friendly working...
Date Added: 8 Aug 2025
IFA Administrator
Bristol
TEMPLEGATE RECRUITMENTFinancial Services Specialist RecruitersJob Title:IFA AdministratorLocation: Clifton BristolBenefits:£30,000 FTE salary (pro rata for part-time hours)Flexible working hoursHybrid working options availableFree on-site parkingA collaborative and friendly working...
Date Added: 26 Aug 2025
IFA Administrator
Bristol
IFA Administrator Bristol Office based Up to £28k This role is ideal for an administrator with experience in financial services who is looking to join a well-established, professional, and supportive firm.You’ll be part of a business that helps clients achieve their financial goals and live life to...
Date Added: 21 Aug 2025
IFA Administrator
Bristol
The roleTo provide support as required to financial advisers or consultants to enable the provision of financial or product advice to clients, as set out within the FCA’s rules and company procedures.ResponsibilitiesHelping Advisers to prepare for client reviews by:Ensuring all client and plan...
Date Added: 28 Aug 2025
Ifa Administrator - 2 Days Home Working
Bristol
Client Support Administrator Annual Salary: CompetitiveLocation: Bristol City CentreJob Type: Full-time, Hybrid (2 days home, 3 days office) We are excited to offer a fantastic opportunity for a Client Support Administrator to join a nationally recognised Independent Financial Adviser (IFA) firm in...
Date Added: 28 Aug 2025
Ifa Administrator - 2 Days Home Working
Bristol
Client Support Administrator Annual Salary: CompetitiveLocation: Bristol City CentreJob Type: Full-time, Hybrid (2 days home, 3 days office) We are excited to offer a fantastic opportunity for a Client Support Administrator to join a nationally recognised Independent Financial Adviser (IFA) firm in...
Date Added: 28 Aug 2025
Ifa Administrator - 2 Days Home Working
Bristol
Client Support Administrator Annual Salary: CompetitiveLocation: Bristol City CentreJob Type: Full-time, Hybrid (2 days home, 3 days office) We are excited to offer a fantastic opportunity for a Client Support Administrator to join a nationally recognised Independent Financial Adviser (IFA) firm in...
Date Added: 14 Aug 2025
IFA Administrator - Hybrid Working
Bath
We are delighted to be working with a forward thinking, fully independent and growing financial planning practice based in the heart of Bath. This is a well-established and highly successful firm with a fantastic reputation in the industry. They are an exciting company to work for and genuinely...
Date Added: 2 Sep 2025
Administrator Financial Services
Bristol
Administrator Financial ServicesFamily feel firmSoith Bristol 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 independent financial advisers to deliver effective communication,...
Date Added: Yesterday
Administrator Financial Services
Bristol
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 independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial...
Date Added: Yesterday
Administrator Financial Services
Bristol
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 independent financial advisers to deliver effective communication, organisation and timekeeping these are crucial for a financial...
Date Added: 9 Aug 2025
Financial Adviser
Bristol
We’re partnered with one of the UK’s most respected wealth management businesses to offer an exceptional opportunity for an ambitious Financial Adviser in Bristol. If you’re driven by new business, client acquisition, and long-term growth, this is your chance to build something exceptional with the...
Date Added: 8 Aug 2025
Financial Advisor
Bristol
Corporate Financial Advisor Bristol Hybrid working Up to £75k The role is best suited to financial advisors with experience dealing with corporate clients and are experienced with winning new business. If this matches your experience and you're looking for a firm that will give you a competitive...
Date Added: 16 Aug 2025
Independent Financial Advisor
Bristol
Job Description:Our client is a growing wealth management firm who are looking for an experienced Independent Financial Advisor to join the team.The role will involve taking responsibility for the following:Operating to the highest standards within a client centric environment, practicing a...
Date Added: 14 Aug 2025
Senior IFA
Bristol
Our client is a national financial services provider currently undergoing a restructure and seeking a Senior Financial Adviser in Bristol. The role involves providing holistic financial planning advice to high-net-worth private clients. The business utilises both internal and external professional...
Date Added: 2 Sep 2025
Customer Relations Adviser
Bristol
We are looking for a Customer Relations Adviser to deliver a first-class experience in our team. In this role you will be dealing with all things customer. You join our dynamic Customer Relations team and will be helping business customers with their billing queries and taking ownership of the...
Date Added: 1 Sep 2025
Customer Relations Adviser
Bristol
We are looking for a Customer Relations Adviser to deliver a first-class experience in our team. In this role you will be dealing with all things customer. You join our dynamic Customer Relations team and will be helping business customers with their billing queries and taking ownership of the...
Date Added: 8 Aug 2025
Ifa
Bristol
About the Company - Looking for a remote financial planning role? We have a fantastic opportunity where you’ll receive all your clients from our extensive network and high-profile seminars. You'll work with clients from public sector firms right through to FTSE 100 companies. The firm have...
Date Added: 2 Sep 2025
Customer Billing Adviser
Bristol
We are looking for a Billing Adviser to work within our friendly and supportive billing team. What you'll do The role is interesting with various daily tasks to ensure accurate and timely bills are produced for our customers. You will also respond to customer queries ensuring we deliver a...
Date Added: 1 Sep 2025
Customer Billing Adviser
Bristol
We are looking for a Billing Adviser to work within our friendly and supportive billing team. What you'll do The role is interesting with various daily tasks to ensure accurate and timely bills are produced for our customers. You will also respond to customer queries ensuring we deliver a...
Date Added: 1 Sep 2025
Ifa Admin Support- 4 Days Office 1 Day Home Working
Bath
Client Services Administrator Location: BathJob Type: Full-time - 4 days office 1 day home working We are seeking a IFA Client Services Administrator to provide a friendly, efficient, and professional administrative and business processing service. This role is ideal for someone who is a team player...
Date Added: 1 Sep 2025
Ifa Admin Support- 4 Days Office 1 Day Home Working
Bath
Client Services Administrator Location: BathJob Type: Full-time - 4 days office 1 day home working We are seeking a IFA Client Services Administrator to provide a friendly, efficient, and professional administrative and business processing service. This role is ideal for someone who is a team player...
Date Added: 1 Sep 2025
Ifa Admin Support- 4 Days Office 1 Day Home Working
Bath
Client Services Administrator Location: BathJob Type: Full-time - 4 days office 1 day home working We are seeking a IFA Client Services Administrator to provide a friendly, efficient, and professional administrative and business processing service. This role is ideal for someone who is a team player...
Date Added: 1 Sep 2025
Customer Service Adviser
Bristol
We are looking for Customer Service Advisers to deliver a first-class experience in our contact centre which is at the heart of our business. It is an exhilarating and fast paced environment where you will be answering an average of 50 60 inbound calls a day from customers that have queries...