financial planning jobs in Bath

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...

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...

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...

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.

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...

Job description We are excited to present an excellent opportunity for a Financial Planner to join a thriving independent financial planning firm as a Review Financial Adviser. In this role, you will provide exceptional financial planning, advice, and service to clients. This is a hybrid position, so candidates should be within a commutable distance of Bath. With a well-established presence...

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...

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.

Job Description We are looking for Field Sales Representatives to promote the work of some of the country’s most prestigious charities. You’ll get a basic salary of £25.4K with the opportunity to earn £46K+ in OTE. What you’ll get: - £25.4k guaranteed basic salary. - Regular incentives and bonus (giving a realistic OTE £47k) - Healthcare plan worth up to £900 per annum. - 28 days annual...

You will be given every opportunity to progress your career at Halfords. Access to hybrid training and IMI approved continuous development will be fully supported. Skills and experience - Level 3 qualified in Light Vehicle Maintenance & Repair (or equivalent qualification or experience)

You will be part of a team that supports high quality education at this school by providing outstanding food and service to the pupils and staff.

You will be leading a team who share the same passion for preparing exciting fresh and nutritious food on a daily basis. This is a complex, busy and multi-facetted environment that also offers a great work life balance.

You will get a high level of autonomy and influence within a senior leadership team. The role offers a competitive remuneration package, including fixed and performance-related components, aligned to location and experience.

You will support the end to end ordering and fulfilment process by managing suppliers, co-ordinating orders and ensuring accurate administration across our internal order processing systems, email and telephone channels.

You will act as a key liaison between Sales, suppliers and customers ensuring that orders and projects are executed smoothly, accurately and on time.

IMPORTANT: For this role you must be based in the UK and hold the Right to Work in the UK. Want to take your sales career to the next level? Look no further than memoryBlue, the fastest-growing sales development company in B2B tech. With clear pathways to help you climb the ladder and plenty of opportunities for growth, we offer careers, not just jobs. In fact, we promoted 50 team members in...

We are seeking a Development Manager to lead a forward thinking team, exploring innovative and proven practices and technologies which enable Hutchinsons to deliver exceptional agronomic advice. Ranging across agronomic inputs, technology, crop production techniques, genetics and broader agronomy concepts, the Development team support our Advisors to provide industry leading advice to their...

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...

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 45+ million customers get more from their money every day. As we continue our lightning-fast growth, 2 things are...

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,...

You will be passionate about food quality and presentation, maintaining high standards, and ensuring that all dishes are prepared and presented to perfection.

You will be integral in leading the kitchen team, training and mentoring junior staff, and ensuring that operational efficiency and food safety standards are met.