Financial adviser Work, Jobs in Yanworth, 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
Mortgage adviser
The Mortgage Brain —Gloucester
- Customer service
- Computer skills
IFA Administrator / Client Support Administrator
Butler Toll —Swindon
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Data entry
- Organisational skills
- Free parking
Quick apply
Acquisitions Accountant
Openwork UK Ltd —Swindon
- Up to £67,500 a year
Renewal Coordinator
Howden Group Holdings —Gloucester
- Full-time
- Hybrid work
6d
Multiple Adviser roles
Partnership Recruitment —Swindon
- Remote
- Customer service
Cottsway Project Triage Adviser
Citizens Advice —Witney
- £10,840 - £11,256 a year
- Remote
14d
Sales & Business Development Manager
iPipeline —Cheltenham
- Full-time
- Remote
- Business development
- Travel
- Financial services
- Health & wellbeing programme
- Annual leave
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- Analysis skills
- Communication skills
- Annual leave
Accounts and Advisory Manager
Hazlewoods —Cheltenham
- £53,000 - £63,000 a year
- Part-time
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Change Manager
AtkinsRéalis —Cheltenham
- Full-time
- Hybrid work
- Presentation skills
- Agile
- In-person
Protection & general insurance adviser
The Mortgage Brain —Gloucester
- Customer service
- Computer literacy
- Computer skills
Mortgage and Protection Adviser
Openwork UK Ltd —Swindon
- Up to £45,000 a year
- Hybrid work
Group Financial Accountant
Corston Architectural Detail —Malmesbury
- £50,000 - £55,000 a year
- Full-time
- Communication skills
- Free parking
- Gym membership
Quick apply
4d
IFA Protection Consultant
Zurich Insurance —Swindon
- Full-time
- Hybrid work
- Organisational skills
- Flexible schedule
Client Services - Academy Opportunity
Attivo Group —Cheltenham
- From £25,000 a year
- Hybrid work
- Customer service
- Financial services
- Communication skills
- Work from home
Quick apply
13d
Financial Accountant (10 month FTC)
Spirax Sarco —Cheltenham
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £47,000 - £52,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Senior Delivery Manager
AtkinsRéalis —Cheltenham
- Full-time
- Hybrid work
- Agile
- In-person
- Communication skills
Quality Assurance Administrator
Usay Compare —Cirencester
- £26,228 a year
- Annual leave
- Employee discount
Quick apply

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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

financial adviser jobs in yanworth, gls

Adviser Support

Mortgage adviser

IFA Administrator / Client Support Administrator

Acquisitions Accountant

Renewal Coordinator

Multiple Adviser roles

Cottsway Project Triage Adviser

Sales & Business Development Manager

Business Assurance Adviser (12-month FTC)

Accounts and Advisory Manager

Change Manager

Protection & general insurance adviser

Mortgage and Protection Adviser

Group Financial Accountant

IFA Protection Consultant

Client Services - Academy Opportunity

Financial Accountant (10 month FTC)

Senior Technical Paraplanner

Senior Delivery Manager

Quality Assurance Administrator

I want to receive the latest job alerts for financial adviser in yanworth, gls

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