Financial adviser Work, Jobs in Painswick, Gls (with Salaries)

IFA Office Administrator
Legal & Medical Investments Ltd —Cheltenham
- Up to £24,785 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
- Life insurance
- Referral programme
Quick apply
13d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- Analysis skills
- Communication skills
- Annual leave
Business Assurance Adviser
St. James's Place —Cirencester
- Analysis skills
- Communication skills
- Annual leave
4d
Head of Group Financial Control
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Leadership
- Work from home
Quick apply
Sales & Business Development Manager
iPipeline —Cheltenham
- Full-time
- Remote
- Business development
- Travel
- Financial services
- Health & wellbeing programme
- 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
Group Financial Accountant
Corston Architectural Detail —Malmesbury
- £50,000 - £55,000 a year
- Full-time
- Communication skills
- Free parking
- Gym membership
Quick apply
Change Manager
AtkinsRéalis —Cheltenham
- Full-time
- Hybrid work
- Presentation skills
- Agile
- In-person
Telephone Business Development Manager
Key Group —Gloucester
- Full-time
- CRM software
- Business development
- Organisational skills
4d
Onboarding Consultant - 12 month FTC
The Openwork Partnership —Swindon
- Up to £55,000 a year
- Travel
- Mentoring
- Financial services
7d
Paraplanner - Fixed Term Contract
Attivo Group —Cheltenham
- £35,000 - £50,000 a year
- Hybrid work
- Analysis skills
- Communication skills
- Time management
- Work from home
Quick apply
12d
Onboarding Services Manager
The Openwork Partnership —Swindon
- Up to £90,000 a year
- Team management
- Travel
- Financial services
6d
Senior Technical Paraplanner
Hazlewoods —Cheltenham
- £47,000 - £52,000 a year
- Full-time
- Hybrid work
- Communication skills
- Annual leave
Quick apply
Call Listening Administrator
Usay Compare —Cirencester
- £26,228 a year
- Annual leave
- Employee discount
Quick apply
Protection & general insurance adviser
The Mortgage Brain —Gloucester
- Customer service
- Computer literacy
- Computer skills
Senior Delivery Manager
AtkinsRéalis —Cheltenham
- Full-time
- Hybrid work
- Agile
- In-person
- Communication skills
T&C Supervisor - Owl Financial
The Openwork Partnership —Swindon
- £46,000 - £50,000 a year
- Analysis skills
- Supervising experience
- Travel
13d
Onboarding Consultant
The Openwork Partnership —Swindon
- Up to £55,000 a year
- Travel
- Mentoring
- Financial services
6d
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
13d
Mortgage adviser
The Mortgage Brain —Gloucester
- Customer service
- Computer skills

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IFA Office Administrator

Legal & Medical Investments Ltd
Cheltenham

Quick apply

Job details

Permanent | Full-time
Up to £24,785 a year
13 days ago

Benefits

Company pension
Company events
Life insurance
Referral programme

Qualifications

Microsoft Word
Report writing
Report generation
Computer literacy
Incoming mail sorting
Filing
Microsoft Office Suite
Organisational skills
Financial services

Full job description

Job description

We are looking for an efficient and conscientious individual to join our team, providing support to the independent financial advisers and other admin members within the company to ensure that our clients are given a high level of continuing service.

This is a varied role; your duties will include, but not be limited to:

Answering and directing incoming calls
Opening, sorting and distributing daily post
Taking the post to the Post Office 2-3 times a week
Maintaining the client database
Replenishing office supplies
General administration – printing, filing, scanning, shredding, and keeping the office in order
Issuing letters of authority to product providers
Corresponding with providers across the market to obtain up to date plan information
Producing and updating client reports
Issuing emails to clients requesting appointments with their adviser
Chasing clients for any outstanding documentation

The successful candidate will:

Have a good eye for detail
Be competent with I.T systems e.g. Word, Excel and Outlook
Have good organisational skills
Be capable of prioritising their workload
Have an aptitude for high accuracy
Be well presented with a confident telephone manner

Previous experience within the financial services industry is preferred, but not essential.

This role is the entry level role within the company and expectations would be for the successful candidates to continue to progress professionally and personally into more senior roles in the company.

Job Types: Full-time, Permanent

Pay: Up to £24,785.00 per year

Benefits:

Company events
Company pension
Life insurance
Referral programme

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in painswick, gls

IFA Office Administrator

Business Assurance Adviser (12-month FTC)

Business Assurance Adviser

Head of Group Financial Control

Sales & Business Development Manager

Accounts and Advisory Manager

Group Financial Accountant

Change Manager

Telephone Business Development Manager

Onboarding Consultant - 12 month FTC

Paraplanner - Fixed Term Contract

Onboarding Services Manager

Senior Technical Paraplanner

Call Listening Administrator

Protection & general insurance adviser

Senior Delivery Manager

T&C Supervisor - Owl Financial

Onboarding Consultant

Trainee Wealth Adviser

Mortgage adviser

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

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