Adviser support Work, Jobs in Aston Cross, 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
4d
Employer Adviser
Gloucestershire County Council —Gloucester
- £30,024 - £32,597 a year
- Hybrid work
- English
- Business development
- Communication skills
- Annual leave
- Employee assistance programme
Customer Resolutions Adviser - Worcester
Foxtons —Worcester
- £26,000 - £28,000 a year
- Customer service
- Organisational skills
- IT
- Annual leave
- Sick pay
Quick apply
Customer Service Adviser
Ecctis —Cheltenham
- £26,250 a year
- Full-time
- Hybrid work
- Customer service
- Microsoft Office
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
Training Officer
North and West Gloucestershire Citizens Advice —Gloucester
- £27,316 - £29,956 a year
- Part-time
- Hybrid work
- Human resources
- Teaching
- Free parking
- Health & wellbeing programme
Quick apply
10d
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Contact Centre Agent
Usay Compare —Cirencester
- Rotating shift
- Communication skills
- Annual leave
- Sick pay
Quick apply
ER Manager
Helping Hands —Alcester
- Up to £65,000 a year
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Experienced IFA Administrator
Cheltenham IFA Ltd —Cheltenham
- £27,500 - £32,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Profit sharing
- Life insurance
Quick apply
Paraplanner & Systems Specialist
Progressive Strategic Solutions LLP —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
8d
IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Outlook
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Investment Support Administrator
AFH Financial Group —Bromsgrove
- Full-time
- Hybrid work
- Microsoft Outlook
- Employee discount
4d
HR Adviser FTC
NFU Mutual —Stratford-upon-Avon
- £25,000 a year
- Full-time
- Oracle
- Customer service
- Administrative experience
- Annual leave
- Employee discount
7d
Head of Digital Health, Band 8c
Gloucestershire Hospitals NHS Foundation Trust —Gloucester
- £79,504 - £91,609 a year
- Full-time
- Organisational skills
- Annual leave
- Employee discount
Finance & Executive Assistant (Part-Time)
Aura Care Living —Westbury-on-Severn
- £16 - £20 an hour
- Part-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
Quick apply
2d
IFA Senior Administrator
Legal & Medical Investments Ltd —Cheltenham
- £25,800 - £30,753 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
- Life insurance
- Referral programme
Quick apply
Executive Assistant to the Director
Yip Shing —Gloucester
- £45,000 - £70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee discount
Quick apply
9d
Money Management Adviser (Family)
Citizens Advice —Worcester
- £28,142 - £28,598 a year
- Hybrid work
Money Management Adviser
Citizens Advice —Worcester
- £14,071 - £14,298 a year
- Hybrid work
Business Administrator
Pinnacle Financial Planning —Redditch
- Up to £30,000 a year
- Full-time
- Microsoft Outlook
- Customer service
- Administrative experience
Quick apply

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adviser support jobs near aston cross, gls

Adviser Support

Amber River HDA
Cheltenham

Quick apply

Job details

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

Benefits

Health & wellbeing programme
Life insurance
On-site parking

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Microsoft Outlook
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

adviser support jobs in aston cross, gls

Adviser Support

Employer Adviser

Customer Resolutions Adviser - Worcester

Customer Service Adviser

Training Officer

Financial Adviser Support

Contact Centre Agent

ER Manager

Experienced IFA Administrator

Paraplanner & Systems Specialist

IFA Office Administrator

Investment Support Administrator

HR Adviser FTC

Head of Digital Health, Band 8c

Finance & Executive Assistant (Part-Time)

IFA Senior Administrator

Executive Assistant to the Director

Money Management Adviser (Family)

Money Management Adviser

Business Administrator

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