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£10,000 - £20,000 (17)
Jobs in Bath has 2 people with a widget
Paraplanner - Bath
Paraplanner Bath Up to ?30,000 This very well respected IFA based in Bath, are looking for an experienced Paraplanner to join their team. Providing a full technical support function to the Advisors, you will be responsible for the research, recommendation and compilation of Financial planning reports. With a strong focus on providing an excellent experience for the Client, you will work clo
Tue, 08 May 2012 08:45:57 GMT
Client Services Administrator ? Bath - ?18,000 - ?21,000
Client Services Administrator ? Bath - ?18,000 - ?21,000 An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team. Job Role: ?Provide key administrative support to IFAs and their clients. ?You will operate as part of a team to deliver outstanding service. ?Dealing with requests from Financial Advisers and their cl
Fri, 04 May 2012 10:41:00 GMT
Technical SIPP Administrator
Technical SIPP Administrator Bath Salary: ?20,000 - ?25,000 To provide a technical SIPP administration service to customer and advisors, including calculating and paying benefits, undertaking regular/mandatory plan reviews, calculating death benefits and creating/maintaining relationships with customers and their advisors. This will include but will not be limited to the following areas:
Wed, 02 May 2012 13:47:05 GMT
Fund & Stock Maintenance Administrator
Fund & Stock Maintenance Administrator Bath ?16,000 - ?25,000 Our client is looking for an individual to facilitate the addition and assess the suitability of investment products which are new to the wrap platform. Responsibilities ?Assessing the suitability of new investment products for the platform ?Adding funds and stocks to the platform in order for them to be purchased by our clien
Tue, 17 Apr 2012 14:09:05 GMT
Paraplanner - Bath
Paraplanner Bath Up to ?30,000 This very well respected IFA based in Bath, are looking for an experienced Paraplanner to join their team. Providing a full technical support function to the Advisors, you will be responsible for the research, recommendation and compilation of Financial planning reports. With a strong focus on providing an excellent experience for the Client, you will work clo
Tue, 10 Apr 2012 13:04:31 GMT
Advisor Support
Advisor Support Bath Up to ?20,000 This very well respected IFA practice, based in Bath are looking for an Advisor Support to join the team. Providing a full administration and support function the the Paraplanning team and Advisors, you would be responsible for all Client servicing issues. This role is a very important function in the delivery of a timely and effective service to Clients.
Tue, 10 Apr 2012 13:03:46 GMT
Technical SIPP Administrator
Technical SIPP Administrator Bath Salary: ?20,000 - ?25,000 To provide a technical SIPP administration service to customer and advisors, including calculating and paying benefits, undertaking regular/mandatory plan reviews, calculating death benefits and creating/maintaining relationships with customers and their advisors. This will include but will not be limited to the following areas:
Tue, 27 Mar 2012 14:42:44 GMT
Pensions Administrator
Pensions Administrator Bath 27k ? 27k As an experienced Pensions administrator, it will be your duty to take responsibility for the quality of individual and teamwork produced, as well as processing pensions payroll and working on business improvement initiatives. Responsibilities - To proactively highlight problems impacting on the performance of the system, using the opportunity t
Tue, 27 Mar 2012 14:42:44 GMT
Client Services Administrator ? Bath - ?18,000 - ?21,000
Client Services Administrator ? Bath - ?18,000 - ?21,000 An excellent opportunity for an experienced IFA Administrator or Fund Investment Administrator to join this Client Services Team. Job Role: ?Provide key administrative support to IFAs and their clients. ?You will operate as part of a team to deliver outstanding service. ?Dealing with requests from Financial Advisers and their cl
Tue, 27 Mar 2012 14:41:58 GMT
Settlements Administrator
Settlements administrator Bath Salary : ?20,000 - ?21,000 Working for a well established and reputable Platform administrator your role will be to ensure that all Market and Client deals which error are rectified. Responsibilities ? Investigate any errors / exceptions and process the market trades and accountancy processes as necessary. ? Investigate and correct any Stock Nominee discrep
Tue, 27 Mar 2012 14:41:58 GMT
Paraplanner/Sales Support To ?25,000 Bath
Paraplanner / Sales Support. Bath To ?25,000 A stable and forward thinking firm is looking for a paraplanner to add to its hugely successful and friendly team. This organisation has seen massive growth over the past 2 years and currently holds almost ?20 Million funds under management. They are in the market to purchase further business and require an experienced Diploma qualified parap
Mon, 26 Mar 2012 16:45:26 GMT
Fund & Stock Maintenance Administrator
Fund & Stock Maintenance Administrator Bath ?16,000 - ?25,000 Our client is looking for an individual to facilitate the addition and assess the suitability of investment products which are new to the wrap platform. Responsibilities ?Assessing the suitability of new investment products for the platform ?Adding funds and stocks to the platform in order for them to be purchased by our clien
Thu, 22 Mar 2012 14:47:38 GMT
Technical SIPP Administrator
Technical SIPP Administrator Bath Salary: ?20,000 - ?25,000 To provide a technical SIPP administration service to customer and advisors, including calculating and paying benefits, undertaking regular/mandatory plan reviews, calculating death benefits and creating/maintaining relationships with customers and their advisors. This will include but will not be limited to the following areas:
Thu, 01 Mar 2012 13:02:04 GMT
Settlements Administrator
Settlements administrator Bath Salary : ?20,000 - ?21,000 Working for a well established and reputable Platform administrator your role will be to ensure that all Market and Client deals which error are rectified. Responsibilities ? Investigate any errors / exceptions and process the market trades and accountancy processes as necessary. ? Investigate and correct any Stock Nominee discrep
Thu, 01 Mar 2012 11:41:30 GMT
Paraplanner/Sales Support To ?25,000 Bath
Paraplanner / Sales Support. Bath To ?25,000 A stable and forward thinking firm is looking for a paraplanner to add to its hugely successful and friendly team. This organisation has seen massive growth over the past 2 years and currently holds almost ?20 Million funds under management. They are in the market to purchase further business and require an experienced Diploma qualified parap
Wed, 29 Feb 2012 09:56:09 GMT