Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as a Estate Planning Consultant, you will havefreedom over your schedule,...
A leading financial services firm in Bath is seeking a Private Client Tax Director to provide tailored tax consultancy services to high net worth individuals. This role involves managing a diverse portfolio and delivering high-level compliance and advisory services while leading a team and mentoring junior staff. The ideal candidate will have extensive knowledge in private tax and be adept at...
A financial advisory firm in Bath is seeking a dedicated Financial Planning Administrator to provide exceptional administrative support to advisers and clients. The role is essential for ensuring smooth operational processes. Key responsibilities include handling client inquiries, liaising with advisers, managing documentation in the back-office system, and supporting new business submissions....
Location Bath Salary £29000 - £33000 TypePermanent WorkplaceHybrid Ref87618 Recruiter Managing This Role An exciting opportunity for an IFA administrator has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning. Would would be joining a friendly team based in Bath. This company prides itself on the amazing culture they have...
A financial services firm in Bath is seeking an Entry-level Paraplanner to research financial planning arrangements and analyze market trends. Candidates must have a minimum of 2 years' experience in paraplanning and relevant financial planning qualifications. The role involves conducting investment portfolio analysis, writing technical reports, and ensuring compliance with regulations. Offers a...
A leading financial services company in Bath is seeking an experienced Paraplanner to join their team. The role involves preparing detailed financial plans, conducting research across investments and pensions, and providing guidance to junior team members. The ideal candidate will have a strong understanding of financial planning principles and must possess a CII Level 4 Diploma or equivalent....
Senior Financial Planner – £90,000 DOE – Somerset or Wiltshire – Hybrid I’m delighted to be partnering with a highly respected accountancy and financial advisory firm that is looking to appoint an experienced Financial Planner, based locally in either Somerset or Wiltshire. Known for its outstanding reputation and premium client service, the firm specialises in advising high-net-worth...
A wealth management firm in Bath is seeking a Paraplanner to support advisers in delivering exceptional financial planning services. The role requires expertise in preparing research and crafting detailed compliance reports. Candidates should be Level 4 Diploma qualified or working towards it, with paraplanning experience in an advisory setting. The position offers a salary range of £30,000 -...
Defense Procurement Financial Analyst–Cost Analyst (Experienced or Senior) Join to apply for the Defense Procurement Financial Analyst–Cost Analyst (Experienced or Senior) role at Boeing Defense Procurement Financial Analyst–Cost Analyst (Experienced or Senior) 2 days ago Be among the first 25 applicants Join to apply for the Defense Procurement Financial Analyst–Cost Analyst (Experienced or...
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions. Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term...
You will support a wide range of finance projects across management accounting, financial planning & analysis, tax, treasury, statutory reporting and internal controls. Key Responsibilities Support and deliver financial operations activities across management accounting, FP&A, tax, treasury and statutory reporting.
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bath . This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement...
You will work closely with colleagues across the international finance team, managing your time autonomously, leading projects, and contributing to the continuous improvement of our financial operations. There may also be opportunities for international exposure and travel as part of the role.
You will conduct client reviews via MS Teams, managing a high volume of interactions with full control over your diary to ensure productivity and balance.
You will enhance relationships with existing clients and contribute to the continued growth of our TPO Direct proposition.
You will ensure projects are delivered safely, on time, within budget, and to the highest standards—while maintaining strong client relationships and ensuring profitability. Key to this role is your ability to manage all project resources effectively, lead subcontractor teams, and maintain rigorous compliance with health, safety, environmental, and quality standards.
Multi-Skilled Fire & Security Engineer (Fire-Biased or Security-Biased Considered) This role is for ABCA Systems Ltd, which is part of the ABCA Group Hours: 40 per week Salary: £35k Holiday: 23 days+BH with ability to increase to 25 Benefits: Paid Travel after 30 mins, Health & Wellbeing Scheme, Free Will Writing & Financial Review Service, Electrical Vehicle Scheme + optional Sickness...
Attention Travellers, Your Search for the Perfect Job Ends Here! Soon, you'll land a role where youre encouraged to share your passion for travel and open up the world for our customers. The atmosphere is warm, welcoming, and rewards the bold and brave. Leave your ego at the door and bring along your drive, determination, and resilience. You might hit some bumps along the way, but you'll have the...
Job Description Join theleadingteam in Will Writing and Estate Planning services in the UK, a field more critical now than ever. With over 50 years in financial services, our client has helped thousands secure their assets. As 60% of the population lacks wills, the demand for their services is unprecedented. The Opportunity: In this role as a Estate Planning Consultant, you will havefreedom over...
Financial Planning Administrator Location: Bath Salary: Up to £33,000 Contract: Full-time, Permanent (flexible hours will be considered) About the Role We are looking for a dedicated and detail-oriented Financial Planning Administrator to join our clients Operations team. This role is key to delivering exceptional administrative support to advisers, clients and internal stakeholders, ensuring...
A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a...