Support planner Work, Jobs in Cheltenham, 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
1d
Planner
Mears Group —Evesham
- Up to £31,000 a year
- Full-time
- Maintenance
- Organisational skills
- IT
- Annual leave
- Employee assistance programme
Production Planner
GE Aerospace —Cheltenham
- Full-time
- Microsoft Excel
- Oracle
- SQL
Planning Enforcement Officer
Gloucestershire County Council —Gloucester
- £37,280 - £39,862 a year
- English
- Communication skills
- Negotiation
- Annual leave
- Employee assistance programme
Project Planner
L3Harris Technologies —Tewkesbury
- Hybrid work
- Computer literacy
- Microsoft Office
- Project management
- Employee assistance programme
- Gym membership
Compliance Analyst (Client Outcomes)
Attivo Group —Cheltenham
- £32,500 a year
- Full-time
- Hybrid work
- Customer service
- Maths
- Continuous improvement
Quick apply
Transport Planner / Administrator (Evenings)
Chillway Express Specials Ltd —Tewkesbury
- £28,080 - £29,120 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
- Free parking
- Sick pay
Quick apply
Operations Planner & Scheduler - Worcester
McBreen Enviro UK —Worcester
- From £35,000 a year
- Full-time
- Oracle
- Salesforce
- ERP systems
Quick apply
6h
PMO Supply Chain Planner
Ontic —Staverton
- Full-time
- Microsoft Excel
- Microsoft Office
- Bachelor's degree
- Annual leave
- Employee assistance programme
Paraplanner & Systems Specialist
Progressive Strategic Solutions LLP —Gloucester
- £30,000 - £60,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Organisational skills
Quick apply
5d
Apprentice Work Planner
Platform Housing —Worcester
- £28,072 a year
- Monday to Friday
- No experience needed
- Travel
- Organisational skills
- Free parking
- Employee discount
Lifestyle & Wellness Co-ordinator
Bupa —Cirencester
- £13.10 - £14.10 an hour
- Part-time
- Employee discount
- Gym membership
Quick apply
13d
Internal Sales Account Handler
Kohler —Cheltenham
- Up to £28,350 a year
- Hybrid work
- Sales
- ERP systems
- Communication skills
- Free parking
Wedding and Events Coordinator
Elmore Court —Gloucester
- £28,000 - £35,000 a year
- Weekend availability
- Hospitality
- Administrative experience
- Organisational skills
Quick apply
9h
FP&A Analyst
Attivo Group —Cheltenham
- £50,000 - £60,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Work from home
Quick apply
Talent Acquisition Manager - Housing and Property
Sanctuary Group —Worcester
- £45,736 - £48,157 a year
- Full-time
- Analysis skills
- Presentation skills
- Continuous improvement
- Annual leave
- Employee discount
Quick apply
13d
Assistant Planning Officer
Wychavon and Malvern Hills District Council —Malvern
- £28,598 - £32,597 a year
- Full-time
- Customer service
- No degree
- Travel
- Annual leave
- Employee discount
5d
Supply Chain Planner
BG Automotive Ltd —Swindon
- Full-time
- Oracle
- ERP systems
- Analysis skills
- Free parking
Quick apply
5d
RBC Brewin Dolphin - Wealth Manager - West of England
Royal Bank of Canada —Cheltenham
- Full-time
- Business development
- Communication skills
- Banking
PMO Specialist - Cleared Government & Defence Sector
Turner & Townsend —Cheltenham
- Full-time
- Hybrid work
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
1 day 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

support planner jobs in cheltenham, gls

Adviser Support

Planner

Production Planner

Planning Enforcement Officer

Project Planner

Compliance Analyst (Client Outcomes)

Transport Planner / Administrator (Evenings)

Operations Planner & Scheduler - Worcester

PMO Supply Chain Planner

Paraplanner & Systems Specialist

Apprentice Work Planner

Lifestyle & Wellness Co-ordinator

Internal Sales Account Handler

Wedding and Events Coordinator

FP&A Analyst

Talent Acquisition Manager - Housing and Property

Assistant Planning Officer

Supply Chain Planner

RBC Brewin Dolphin - Wealth Manager - West of England

PMO Specialist - Cleared Government & Defence Sector

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