Financial adviser Work, Jobs in Cheltenham (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
Financial Adviser Support
Benefact Group —Gloucester
- Full-time
- Hybrid work
- Administrative experience
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
Accounts and Advisory Manager
Hazlewoods —Cheltenham
- £53,000 - £63,000 a year
- Part-time
- Hybrid work
- Leadership
- Annual leave
- Employee assistance programme
Quick apply
Financial Accountant (10 month FTC)
Spirax Sarco —Cheltenham
- Microsoft Excel
- Continuous improvement
- Accounting
- Free parking
- Annual leave
1d
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
Trainee Financial Adviser
Hazlewoods Management Services Limited —Cheltenham
- £25,000 a year
Financial Planning Administrator - 12-month FTC
Attivo Group —Cheltenham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
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
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
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
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
Expert Strategic Partnership Manager
iPipeline —Cheltenham
- Full-time
- Remote
- Sales
- Travel
- Financial services
- Health & wellbeing programme
- Annual leave
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
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
Head of Group Financial Control
Attivo Group —Cheltenham
- Full-time
- Hybrid work
- Accounting
- Leadership
- Tax experience
- Work from home
Quick apply
Financial Planner
St. James's Place —Cirencester
- Mentoring
- Leadership
- Communication skills
- Annual leave
Experienced Data Analyst
iPipeline —Cheltenham
- Full-time
- Data analysis skills
- SQL
- Analysis skills
Customer Resolutions Adviser - Worcester
Foxtons —Worcester
- £26,000 - £28,000 a year
- Customer service
- Organisational skills
- IT
- Annual leave
- Sick pay
Quick apply
Finance Manager
VTP Global Holdings Limted —Moreton-In-Marsh
- £40,000 - £45,000 a year
- Part-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
- Free parking
- Flexitime
Quick apply
3d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- Analysis skills
- IT
- Financial services
- Annual leave

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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

financial adviser jobs in cheltenham

Adviser Support

Financial Adviser Support

Accounts and Advisory Manager

Financial Accountant (10 month FTC)

Executive Assistant to the Director

Trainee Financial Adviser

Financial Planning Administrator - 12-month FTC

Experienced IFA Administrator

IFA Office Administrator

Paraplanner & Systems Specialist

Head of Digital Health, Band 8c

Expert Strategic Partnership Manager

IFA Senior Administrator

Finance & Executive Assistant (Part-Time)

Head of Group Financial Control

Financial Planner

Experienced Data Analyst

Customer Resolutions Adviser - Worcester

Finance Manager

Business Assurance Adviser (12-month FTC)

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