financial planning manager jobs in Bath

IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...

Job Description Planning Manager Bristol We are working with a well-established family house builder operating within the West Midlands region, delivering approximately 400 new homes per year. Based from the Bristol office, this is a key appointment reporting directly into the Technical Director and working within a strong, multi-disciplinary technical team. The business has ambitious growth...

Job Description Right across infrastructure, theres a requirement to not only maintain, but also renew and reimagine. Whatever stage youre at in your career, with us youll have an opportunity to grow and develop. Delivering essential infrastructure services for life, while being safety first, and client and customer centric in a friendly, fun and respectful environment where you are encouraged...

About Servaada, a Wipro company:Servaada is Wipro UK entity, authorised by the Financial Conduct Authority (FCA), the UK financial services regulator, to undertake regulated activities on behalf of its clients, as an outsourced service provider.Your Benefits:As a Recs & Banking & Corporate Actions Manager, you will receive a competitive salary, a generous benefits package and training &...

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 We are currently partnering a Local Authority in the South-West, in their recruitment for a Planning & Highways Lawyer on a locum basis for an initial 3-month contract. The team are ideally looking for someone to undertake full-time hours (37), and the rate is between £50 - £60 per hour (negotiable subject to PQE). The role is based predominantly from home, with cover of one...

A rare opportunity to join the thriving Private Client Tax team of a respected accountancy practice. You'll play a key role in delivering personal tax advisory services to a HNW client base of new money entrepreneurs, business owners, families and landed wealth. You'll also mentor a team of advisers, developing their skills and ensuring high quality client service levels. This is a high...

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

You must hold your DipFA qualification or equivalent - Ideally, you should be a current Financial Advisor.

You will be:Leading business change and implementing primary Oracle Cloud Financials modules.

You will have customer-facing expertise in the following areas:Oracle Cloud (Saa S): General Ledger, Account Payable, Accounts Receivable, Collections, Cash Management, Tax, Subledger Accounting, Procurement (including Self Service), Assets and Expenses.

About Intellias Intellias is a European-founded AI, Data and Software Development company with global delivery capability across Europe, India and Latin America. For more than 20 years, we've empowered our customers to embrace innovation at scale and contributed to the success of the world's leading brands. The company is featured in the Inc 5,000 Europe and IAOP Global Outsourcing...

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 xujxxms role as a Estate Planning Consultant, you will havefreedom over your...

You will be:Leading and implementing primary Oracle Cloud Financials modules.

You will have customer-facing expertise in the following areas:Oracle Cloud (Saa S): General Ledger, Account Payable, Accounts Receivable, Collections, Cash Management, Tax, Subledger Accounting, Procurement (including Self Service), Assets and Expenses.

IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...

About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.About the Role: The role is a fixed-term contract for 12 months, providing an excellent opportunity to gain significant experience and make a meaningful impact within a dynamic...

Introduction We are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner. Why Saltus? Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it...

We are looking for a high-calibre planning support administrator to join our team. We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service. We're proud that we've been recognized as a winner by the Sunday Times in the Best Places...

IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...

IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...