Financial adviser Work, Jobs in Hindon, Wil (with Salaries)

Wealth Management Administrator
RGH‑Global Limited —Bath
- £27,000 - £31,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Annual leave
9d
Trainee Mortgage Adviser - Bath
L&C Mortgages —Bath
- £27,000 - £32,000 a year
- Full-time
- Sales
- Customer service
- Communication skills
- Employee discount
8d
Proposition Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Product management
- Financial services
Group Paralegal & Governance Assistant - 6 Month Fixed Term Contract
Wealthtime —Bath
- Full-time
- Hybrid work
- Administrative experience
- Communication skills
6d
Head of Regional Sales
Wealthtime —Bath
- Full-time
- Hybrid work
- Sales
- Financial services
- Communication skills
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Paraplanner
The Private Office —Bath
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Microsoft Office
Ongoing Advice Specialist
Eight Financial Advice —Broadstone
- £28,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
7d
Bookkeeper
Monahans —Chippenham
- Hybrid work
- Microsoft Excel
- Sales
Quick apply
Paraplanner
Saltus —Bath
- Up to £45,000 a year
- Full-time
- Hybrid work
- IT
- Communication skills
Quick apply
6h
Private Client Adviser
Swiss Life Global Solutions —Bath
- Annual leave
- Employee assistance programme
12d
Business Development Manager
Old Mill —Yeovil
- Full-time
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
Technical Project Manager
Wealthtime —Bath
- Full-time
- Hybrid work
- Azure
- PMP
- Project management
8d
Bank Health Centre Nurse
Port Regis School —Shaftesbury
- Part-time
- Organisational skills
- IT
- In-person
- Free parking
Quick apply
Quality Assurance Specialist
Eight Financial Advice —Broadstone
- Full-time
- Hybrid work
- Salesforce
- Financial services
- Employee assistance programme
- Life insurance
Quick apply
7d
Residential Property Solicitor
Mallory Pryce —Salisbury
- Hybrid work
- Contracts
- Communication skills
Quick apply

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Trainee Mortgage Adviser - Bath
L&C Mortgages —Bath
You must act to deliver good outcomes for retail customers. You must pay due regard to the interests of customers and treat them fairly.
£27,000 - £32,000 a year
8d

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Wealth Management Administrator

RGH‑Global Limited
Bath

Apply Now

Job details

Permanent | Full-time
£27,000 - £31,000 a year
9 days ago

Benefits

Annual leave
Company pension

Qualifications

Microsoft Word
Financial planning
Pension
Organisational skills
Financial services
Communication skills

Full job description

Wealth Management Administrator

Hours: Monday-Friday, 9am-5pm (37.5 hours, no home working)
Salary: £27,000-£31,000 DOE + discretionary quarterly bonus
Type: Permanent, Full-Time, Office based

Overview

A respected financial planning practice is looking for an experienced Wealth Management Administrator to join their growing support team. This role is ideal for someone with strong technical knowledge in financial services who enjoys providing exceptional client care and efficient administrative support.

You will be joining a friendly and collaborative office where professional development is encouraged. The firm places real focus on training, offering structured onboarding and opportunities to build on your technical skill set.

What You’ll Be Doing

You will work closely with the wider service and technical teams, receiving structured training during the first three months to gain a full understanding of internal processes.

Typical responsibilities include:

Acting as a point of contact for clients and product providers
Gathering and organising policy information
Processing new business
Supporting annual review preparation
Preparing client information for adviser and paraplanner meetings
Using financial software (training provided) to produce investment summaries and reports
General administrative duties to support the smooth running of the department

Requirements

Candidates should be confident, well-presented, and capable of communicating professionally with both clients and product providers. Experience within financial planning or a related financial services environment is essential.

Essential:

Experience in administration within financial services, e.g. w
orking within an IFA practice
Technical administration within pensions, investments or insurance
Strong understanding of financial products and processes
Excellent written and verbal communication skills
High attention to detail and accuracy
Strong organisational skills and ability to prioritise
Professional, reliable and positive attitude
Confident using MS Word and Excel
Ability to maintain confidentiality and work well within a team

Desirable:

RO1, CF1, FA1 or equivalent qualifications (or relevant experience)

Benefits

Quarterly bonus scheme
5% pension contribution
23 days holiday + bank holidays (additional days awarded with service)
Option to buy or sell annual leave
Group life cover
Group income protection
Support for industry exams and ongoing professional development
Regular training refreshers and progression pathways
Wellbeing package including GP access, Mental Health support and Physiotherapy.

Apply Now

Refine Your Search

financial adviser jobs in hindon, wil

Wealth Management Administrator

Trainee Mortgage Adviser - Bath

Proposition Manager

Group Paralegal & Governance Assistant - 6 Month Fixed Term Contract

Head of Regional Sales

Administrator – Accountancy Services

Paraplanner

Ongoing Advice Specialist

Bookkeeper

Paraplanner

Private Client Adviser

Business Development Manager

Technical Project Manager

Bank Health Centre Nurse

Quality Assurance Specialist

Residential Property Solicitor

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