Adviser support Work, Jobs in Haresfield, 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
Support Worker - Supported Accommodation
Gloucestershire County Council —Stroud
- £30,024 - £35,597 a year
- Weekend availability
- Hybrid work
- English
- Conflict management
- Communication skills
8d
Renewal Coordinator
Howden Group Holdings —Gloucester
- Full-time
- Hybrid work
7d
Trainee Wealth Adviser
The Openwork Partnership —Swindon
- £45,000 a year
- Travel
3h
Insurance Customer Adviser Apprenticeship
NFU Mutual Agencies —Gloucester
- From £15,000 a year
- Customer service
- Computer literacy
- Computer skills
- Free parking
- Work from home
Quick apply
4h
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
Service Desk Analyst
Hazlewoods —Cheltenham
- £27,000 - £35,000 a year
- Full-time
- Computer networking
- Communication skills
- Annual leave
- Employee assistance programme
HR Advisor
Genesis CTE —Gloucester
- £32,500 - £36,000 a year
- Part-time
- Human resources
- Recruiting
- Organisational skills
- Store discount
- Health & wellbeing programme
Quick apply
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
14d
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
22h
Office Administrator
Douglas Steers & Company —Bristol
- From £26,500 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Administrative experience
- Free parking
- Health & wellbeing programme
Quick apply
11d
Sales Support Executive
Usay Compare —Cirencester
- £20 - £50 an hour
- Rotating shift
- Communication skills
- Annual leave
- Sick pay
Quick apply
Mortgage & Protection Business Assessor
The Openwork Partnership —Swindon
- Up to £32,000 a year
- Communication skills
- Time management
1h
Quality Assurance Administrator
Usay Compare —Cirencester
- £26,228 a year
- Annual leave
- Employee discount
Quick apply
Change Manager
AtkinsRéalis —Cheltenham
- Full-time
- Hybrid work
- Presentation skills
- Agile
- In-person
Boutique Stylist
Holland Cooper —Cheltenham
- From £27,000 a year
- Part-time
- Customer service
- POS
- Organisational skills
- Store discount
- Employee discount
Quick apply
Acquisitions Accountant
The Openwork Partnership —Swindon
- Up to £67,500 a year
- Financial services
- Communication skills
3h
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
Awareness Raising Volunteer - Monmouth
Alzheimer's Society —Monmouthshire
- Call to connect
- Travel
- Communication skills

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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

adviser support jobs in haresfield, gls

Adviser Support

Support Worker - Supported Accommodation

Renewal Coordinator

Trainee Wealth Adviser

Insurance Customer Adviser Apprenticeship

IFA Administrator / Client Support Administrator

Service Desk Analyst

HR Advisor

Client Services - Academy Opportunity

IFA Office Administrator

Office Administrator

Sales Support Executive

Mortgage & Protection Business Assessor

Quality Assurance Administrator

Change Manager

Boutique Stylist

Acquisitions Accountant

Sales & Business Development Manager

Business Assurance Adviser (12-month FTC)

Awareness Raising Volunteer - Monmouth

I want to receive the latest job alerts for adviser support in haresfield, gls

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