wealth management advisor jobs in Bath

Jobs found: 148
Sumer Group Holdings Limited
Bath

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 day ago
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Mojo Mortgages
Bath

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

Hybrid
5 days ago
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Brown & Brown (Europe)
Bath

You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

3 days ago
First Mortgage
Bath
£60,000

Mortgage, Protection & Homebuying Advisor Location: Remote, Office, Hybrid working available Salary: Up to £45,000 basic, uncapped commission structure Contract: Full-Time, Permanent What you'll receive: A brand and culture that helps you succeed: One of the UK's most trusted (Trustpilot reviews) Customer-centric advice model - no hard sales Supportive, people first environment Earning...

Hybrid
2 hours ago
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RBC
Bath

You will have an enhanced focus on maintaining existing client relationships and identifying new opportunities through key origination tactics and networks.

You will deliver net revenue growth by focusing on achieving the team's net sales target.

2 hours ago
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Wisteria Talent
Bath
£35,000

You will play a key role in ensuring customers receive a smooth, professional experience while supporting the wider aftersales team.

2 hours ago
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Rullion
Bath

Role: Fire Safety Advisor Position: Contract Location: HPC, Somerset Duration: Ongoing Pay: £280 paye pd - £380 umbrella pd Build the Future with the UK’s Largest Infrastructure Project Rullion is proud to partner with one of the UK's most ambitious energy projects — Hinkley Point C (HPC) — in search of a highly capable Fire Safety Advisor to join the Fire Safety Team. The Role The Fire...

a day ago
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Brown & Brown UK
Bath

You will need commercial insurance knowledge from a broking environment and enjoy the challenge of being part of a central team.

a day ago
Frazer Jones
Bath

A leading wealth management firm in Bath is seeking a Reward Partner to support the delivery of compensation and benefits programs. The ideal candidate will provide analytical and advisory support across reward strategy and annual review processes. Responsibilities include assisting with benchmarking analysis, supporting the annual compensation review, and contributing to pay-for-performance...

2 hours ago
0000050471 RBC Europe Limited
Bath

A leading financial institution in the UK is seeking a Regional Sales Coach to enhance sales leadership and improve client relationships. This full-time position requires strong conflict resolution and organizational skills, with a focus on the Wealth Management industry. The role entails coaching regional leaders and delivering tailored sales methodologies to drive productivity and exceptional...

2 hours ago
Recruitment Boutique
Bath

A busy dealership is seeking a Service Advisor on a temporary basis in Bath. The role requires previous experience, excellent communication skills, and the ability to manage bookings and customer relations. The successful candidate will enjoy a competitive hourly rate between £18.00 and £22.00 for a 45-hour work week, with potential advancement to an Assistant Service Manager role. This is an...

2 hours ago
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Coyne & Associates
Bath

12-Month Contract or FTC | Day Rate or Fixed-Term | UK Based We are supporting an international business with the appointment of a UK-based US Tax Advisor / Senior Manager to support a range of hands‑on US tax projects over a 12‑month assignment. This role is specifically suited to a US‑trained tax professional currently based in the UK (often a US national) with direct, first‑hand experience...

2 hours ago
Miller Homes
Bath

About the role At Miller Homes we are building homes in a way which allows us to build better places for people to belong to, better homes for customers and better places for communities to thrive and nature to prosper. We are also creating a better working environment for our people. We create better places where people and planet prosper. We are looking to recruit a Development Sales Manager...

2 hours ago
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Stanley Black & Decker, Inc.
Bath

The Role: National Account Manager – Omnichannel & New Business Location: Virtual Based with ad hoc travel to Liverpool, London, Theale & Maidenhead Come make the world and accelerate your success. It takes great people to achieve greatness. People with a sense of purpose and integrity. People with a relentless pursuit of excellence. People who care about making things better For Those Who...

6 days ago
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Early Years Alliance
Bath

The purpose of the Early Help Advisor role is to work as part of a team to provide advice, training and support to early years registered providers in Somerset and to improve the early help offer to children and families, improving outcomes for children and families. This role will be working term time, 32 hours per week. Main duties for the Early Help Advisor role: - Provide individual and...

7 hours ago
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wealth management advisor, Bath
Signatur Biosciences
Bath

Job Title: Associate Product / Clinical Marketing Manager (Oncology Diagnostics) Status: Full Time Division: Commercial / Marketing Location: London-based (hybrid), remote (EU) considered for exceptional candidates Travel: Ability to travel up to ~25% of the time (primarily for conferences, partner meetings, and launch-related activities) Salary: Competitive Reporting: CEO, with structured,...

Hybrid
14 hours ago
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dwpa - Danish Wind Power Academy
Bath

You will be expected to leverage your technical expertise in wind technology alongside strong sales and business development capabilities to effectively promote and sell wind energy technical training services to customers. Travel throughout United Kingdom will be required.

14 hours ago
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EIMS
Bath

🚀 Inside Channel Account Manager (German Speaker) – Step Up Your Sales Career with Adobe! Location: Bournemouth, UK (Hybrid) | Salary: OTE: £43000 | Language: German At EIMS Global Ltd, we’re the sales growth engine behind the world’s biggest tech brands – from Adobe and SAP to Dell and HP. We exist to help global technology leaders scale smarter, sell faster, and expand their market share...

Remote
6 days ago
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Reltio
Bath

At Reltio®, we believe data should fuel business success. Reltio’s AI-powered data unification and management capabilities—encompassing entity resolution, multi-domain master data management (MDM), and data products—transform siloed data from disparate sources into unified, trusted, and interoperable data. The Reltio Data Cloud™ delivers interoperable data where and when it's needed, empowering...

2 days ago
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Sailun Tyre Europe
Bath

You will leverage your extensive experience in the specialty tyre industry to build and maintain strong relationships with customers, develop sales forecasts, and collaborate closely with our team in China HQ to meet customer demands and drive product innovation. Key Responsibilities:

a day ago
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