Planner Work, Jobs in Thrupp, Gls (with Salaries)

Adviser Support
Amber River HDA —Cheltenham
- £24,500 - £34,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Life insurance
Quick apply
Operations Planning Manager
Colonna Coffee —Bristol
- £40,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Communication skills
- Free parking
- Annual leave
Quick apply
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £47,000 - £52,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Wealth Paraplanner
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Mentoring
- Communication skills
Senior Buyer
Ontic —Staverton
- Full-time
- Analysis skills
- Continuous improvement
- Mentoring
- Annual leave
- Employee assistance programme
6d
Planning Team Manager - Strategic Development
Tewkesbury Borough Council —Tewkesbury
- £52,413 - £56,778 a year
- Full-time
- Hybrid work
- Team management
- Free parking
- Annual leave
Supply/Demand Planner
ELEMIS —Bristol
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Leadership
- Employee assistance programme
- Employee discount
Quick apply
12d
Controller/Planner
EMED Group —Bristol
- £13.63 an hour
- Full-time
- Nursing home
- Customer service
- Organisational skills
- Annual leave
- Employee assistance programme
Quick apply
RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
Handyperson
Dalkia —Bristol
- Full-time
- Carpentry
- Plumbing
- Employee assistance programme
- Employee discount
Regional Delivery Manager
Evri —Swindon
- £44,500 - £50,000 a year
- Full-time
- Negotiation
10d
Principal Transport Planner
SLR Consulting —Bristol
- Full-time
- Business development
- Mentoring
- Leadership
- Annual leave
- Employee assistance programme
Cleaner
Dalkia —Gloucester
- Part-time
- Employee assistance programme
- Employee discount
Client Administrator - Bristol
Atomos —Bristol
- Hybrid work
- CRM software
- Financial services
- AI
Delivery & Installation Driver 7.5T
The Sofa Delivery Company —Bristol
- £18.15 an hour
- Full-time
- Customer service
- Time management
- Annual leave
- Employee discount
Quick apply
HGV Class 2 Driver - Tippers
Smiths Gloucester Limited —Gloucester
- £15 an hour
- Customer service
- Free parking
- Employee discount
Quick apply
Intercompany Supply Planner
ELEMIS —Bristol
- Full-time
- Hybrid work
- Writing skills
- Analysis skills
- Continuous improvement
- Employee assistance programme
- Employee discount
Quick apply
Senior Transport Planner
SLR Consulting —Bristol
- Full-time
- Engineering
- Annual leave
- Employee assistance programme
Signalling Project Engineer
AECOM —Swindon
- Full-time
- Hybrid work
- Engineering
- Mentoring
Wealth Management CRM Support Associate (Early Careers Opportunity)
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- CRM software
- Continuous improvement
- No degree
- Work from home
Quick apply
13d

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Adviser Support

Amber River HDA
Cheltenham

Quick apply

Job details

Permanent | Full-time
£24,500 - £34,000 a year

Benefits

Health & wellbeing programme
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Report generation
Stakeholder liaison
Administrative support experience
Organisational skills
Communication skills

Full job description

Amber River HDA Chartered Financial Planners provide high-quality, comprehensive independent financial planning advice to individuals, families and businesses.

We are looking for an experienced IFA Administrator to join our busy team. The successful applicant will primarily be based in our Cheltenham office. This is a great opportunity for someone who has a wealth of experience working within a Financial Planning firm and is looking for a position in a strong, secure, and flexible working environment. Industry knowledge and experience is essential.

Role and Responsibilities

You will work closely with the Paraplanners and Financial Planners to ensure the smooth running of the teams and to provide an excellent service to our clients.

The role includes but is not limited to:

To support the Financial Planners and Paraplanners with day-to-day administrative tasks always maintaining clear communication.
Maintain accurate client records and ensure our back-office systems are updated.
Liaising with clients as required by the Paraplanner and Financial Planner, assisting with enquiries in a timely manner and in adherence to our TCF requirements.
Liaising with providers on various matters ensuring all information requested is received within the timescales set and checked for accuracy before passing to the Paraplanner.
Compile enclosures for reports such as illustrations, key features and applications and send out client correspondence as needed.
Processing new business and monitor through to completion.
Assist your colleagues with answering the phones, ensuring they are answered within the required timescale.

The Individual

Due to the nature of the role and the industry, we are looking for someone with:

A minimum of 2 years administration experience
A minimum of 2 years experience working within an IFA firm (ideal)
Exceptional organisational skills who is able to work well under pressure
Excellent communication skills, both written and verbally
A strong work ethic and a flexible attitude
A high level of accuracy
Experience working with Microsoft Word, Excel and Outlook

Job Types: Full-time, Permanent

Pay: £24,500.00-£34,000.00 per year

Benefits:

Health & wellbeing programme
Life insurance
On-site parking

Work Location: In person

Quick apply

Refine Your Search

planner jobs in thrupp, gls

Adviser Support

Operations Planning Manager

Senior Technical Paraplanner

Wealth Paraplanner

Senior Buyer

Planning Team Manager - Strategic Development

Supply/Demand Planner

Controller/Planner

RBC Brewin Dolphin - Wealth Manager (Wealth Planner/Financial Planning) - West of England

Handyperson

Regional Delivery Manager

Principal Transport Planner

Cleaner

Client Administrator - Bristol

Delivery & Installation Driver 7.5T

HGV Class 2 Driver - Tippers

Intercompany Supply Planner

Senior Transport Planner

Signalling Project Engineer

Wealth Management CRM Support Associate (Early Careers Opportunity)

I want to receive the latest job alerts for planner in thrupp, gls

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