Financial Advisor jobs in Bath

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...

You should also be proactive and look to self-generate business where possible. The most effective Mortgage Advisors write a business plan to help structure their business development.

You must hold your CeMAP qualification - Ideally, you should be a current Mortgage Advisor.

You will build rapport with clients and provide a consultative service to ensure each person receives the right product. The company offers training, development, and qualifications to help you protect families daily.

You will provide comprehensive welfare benefits and money advice to customers, helping them maximise their income to afford and maintain their tenancies.

You must have a full driving licence and the use of a vehicle with business insurance. This post is subject to an Enhanced Level Disclosure and Barring Service (DBS) check.

Customer Accounts Advisor £13,756.50 per annum + benefits | Bath | Hybrid 3 days per week Permanent | 18.5 hours per week Your Goals. Our Guidance. Together, we find clear solutions. Providing an effective first point of contact for customers who wish to discuss their rent account, arrears owed to us helping customers to sustain a successful tenancy. Providing administrative and practical...

You will provide triage, assessment and risk management for students, delivering effective early interventions and tailored safety plans.

You will offer first responses to disclosures, make appropriate referrals, and lead enhanced support for independent students, including coordinating processes such as Support to Study and the University Mediation Service.

Job Description Are you ready to make a real impact in people's lives? Seeking a talented Mortgage Advisor. As a Mortgage Advisor, you will play a pivotal role in guiding first-time buyers through the exciting journey of homeownership. This is a permanent position where you'll have the opportunity to provide tailored mortgage advice and ensure a smooth and stress-free mortgage application...

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

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

Chief Financial Officer Check below to see if you have what is needed for this opportunity, and if so, make an application asap. Recruiting across the West Country; including areas of Bath, Swindon, Salisbury & dorchester! What's the opportunity? If you're a top quality Chief Financial Officer / Finance Director who's frustrated and fed up with the confines of a normal corporate life and...

Your newpany A well-established organisation providing supportmitted to delivering excellent customer service. Work pattern On site, Monday to Friday, 35hrs a week. Your new role Act as the first point of contact for queries via telephone, email, letter, or in person.Handle enquiries from clients and stakeholders.Ensure timely responses and resolve issues or escalate to management when...

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 Established for over 25 years, this independent financial advisory firm have built an excellent reputation for providing tailored, reliable advice to clients across the UK. They are currently looking to recruit an experienced Paraplanner to support their team of Advisors. The Role Key Responsibilities: - Suitability Reports:Prepare detailed, accurate, and compliant suitability...

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...

You will build strong client relationships, acting as a trusted advisor, and ensure all work is delivered accurately and on time.

You will also supervise, mentor, and support junior team members, helping to maintain high standards across the department. The ideal candidate will be ACA or ACCA qualified (or QBE), with experience in audit (charity not essential).

You will be energetic, collaborative, and driven to hit KPI monthly targets because of its impacts to overall team goals. You’ll work closely with the executive team to ensure the smooth transition to latter stages of the process and has a growth mindset. - An exceptional communicator who confidently engages senior stakeholders.

Want to take your sales career to the next level? Look no further than memoryBlue, the fastest-growing sales development company in B2B tech. Who are we? Since 2002, memoryBlue has been a top sales development consulting firm that specializes in helping B2B high-tech companies like - Cloudera, Couchbase, Splunk, Symantec, McAfee, Box - grow revenue by providing top-tier SDR talent, proven...

We’re looking for a Principal Business Development Manager to join WD Interiors, based within our Old Bailey office in central London, with the opportunity of flexible hybrid working. This is a lead-level role within our business, focused on driving the growth of our private sector workplace and Cat B occupier fit-out portfolio, typically projects valued between £5m and £30m (20,000–70,000 sq....

About Revolut People deserve more from their money. More visibility, more control, and more freedom. Since 2015, Revolut has been on a mission to deliver just that. Our powerhouse of products — including spending, saving, investing, exchanging, travelling, and more — help our 65+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...

A financial planning firm in the United Kingdom is seeking a proactive Mortgage Advisor to join their supportive team. This role provides leads for contact, while also encouraging self-generated business. As a Mortgage Advisor, you are expected to hold a CeMAP qualification and ideally have experience in the field. This is an opportunity to work in a no-micromanagement environment where you can...