Planner Work, Jobs in Fairford, 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
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
14d
Activities Coordinator
Wemyss Lodge —Swindon
- £14.25 an hour
- Full-time
- In-person
- Annual leave
Quick apply
Supply Chain Planner
Corston Architectural Detail —Malmesbury
- £30,000 - £35,000 a year
- Full-time
- ERP systems
- Organisational skills
- Computer skills
- Free parking
- Annual leave
Quick apply
Freelance Event Manager @ Hyde House
Dearborn Studio —Cheltenham
- Up to £20 an hour
- Weekend availability
- Organisational skills
- In-person
- Communication skills
Quick apply
3h
Senior Planner
UK Atomic Energy Authority —Culham
- £71,815 a year
- Full-time
- Management
- Engineering
- Databases
- Annual leave
Quick apply
14d
Event Planner - Cheltenham Racecourse - The Jockey Club Experiences
Levy —Cheltenham
- £30,000 a year
- Full-time
- Annual leave
- Employee assistance programme
13d
Lifestyle & Wellness Co-ordinator
Bupa —Cirencester
- £13.10 - £14.10 an hour
- Part-time
- Budgeting
- Employee discount
- Gym membership
Quick apply
Principal Planner
Oxford City Council —Oxford
- £48,888 a year
- Full-time
- Customer service
- Negotiation
11d
Compliance Analyst (Client Outcomes)
Attivo Group —Cheltenham
- £32,500 a year
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Quick apply
Regional Delivery Manager
Evri —Swindon
- £44,500 - £50,000 a year
- Full-time
- Negotiation
11d
Senior Planner
Balfour Beatty —Oxford
- Hybrid work
- Civil engineering
- Contracts
- In-person
- Annual leave
Customer Service Advisor
Smiths Gloucester Limited —Gloucester
- Free parking
- Employee discount
Quick apply
PMO Specialist - Cleared Government & Defence Sector
Turner & Townsend —Cheltenham
- Full-time
- Hybrid work
Quick apply
Planner (Fit-Out / Joinery)
Ruddy Joinery —Oxford
- Full-time
- In-person
Quick apply
MEP PRINCIPAL PLANNER
Laing O'Rourke —Oxford
- Continuous improvement
- Leadership
Part 145 Base Planning Manager
AirTanker —Carterton
- £70,344 - £75,252 a year
- Full-time
- Continuous improvement
- Team management
- Leadership
Quick apply
1d
Senior Production AIT Planner
MDA Space —Didcot
- Hybrid work
- Engineering
- Master's degree
- Analysis skills
- Employee assistance programme
- Life insurance
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
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

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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

planner jobs in fairford, gls

Adviser Support

IFA Administrator / Client Support Administrator

Activities Coordinator

Supply Chain Planner

Freelance Event Manager @ Hyde House

Senior Planner

Event Planner - Cheltenham Racecourse - The Jockey Club Experiences

Lifestyle & Wellness Co-ordinator

Principal Planner

Compliance Analyst (Client Outcomes)

Regional Delivery Manager

Senior Planner

Customer Service Advisor

PMO Specialist - Cleared Government & Defence Sector

Planner (Fit-Out / Joinery)

MEP PRINCIPAL PLANNER

Part 145 Base Planning Manager

Senior Production AIT Planner

Paraplanner (Marlborough)

Client Services - Academy Opportunity

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