ifa admin support jobs in Somerset

Job Description ABOUT THE ROLEAs a Bank Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve. In this varied role, we'll need you to answer the phone, handle our files and support our managers. You'll also meet and greet visitors, engage with residents and show prospective clients and their...

Job Description We are looking for a calm, compassionate, and committed Learning Support Assistant (LSA) to provide 1:1 support for a primary-aged pupil at our inclusive and nurturing school in Bridgwater from January. The pupil requires consistent, personalised support to help with communication challenges and emotional regulation, both in and out of the classroom. This is a rewarding...

Client Relationship Manager – Wealth ManagementTaunton£25,000 - £30,000Full-time, PermanentAbout the OpportunityWe’re recruiting on behalf of a leading Wealth Management firm seeking a Client Relationship Manager to join their Taunton team.This is a fantastic opportunity to start your career in financial services, with genuine scope to progress into a Financial Adviser role after exam...

A reputable recruitment agency in the North East is seeking a Conveyancing Assistant to provide comprehensive support for conveyancers and solicitors specializing in property transactions. Responsibilities include managing case files, preparing legal documents, and liaising with clients and third parties. The ideal candidate will have GCSEs in English and Mathematics, along with experience in a...

A forward-thinking engineering company in Clevedon is seeking a proactive Finance Administrator to manage financial tasks such as processing invoices and credit control. The ideal candidate must have strong attention to detail, prior finance experience, and proficiency in Excel. Additionally, benefits include support for AAT / ACCA studies and a hybrid working model, making it an attractive...

A leading healthcare provider in Uphill is seeking a Band 3 Sexual Health Administrator to join their team. This part-time role involves providing a high-quality administrative service, including patient interactions, appointment bookings, and liaising with various healthcare professionals. The successful candidate will demonstrate strong customer service skills, manage multiple tasks...

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners.

You must have experience within a financial planning firm and have supported Financial Advisers

You should have knowledge of financial planning products and the client process

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

Job Description Interim SIPP Manager (Contractor), Bristol, 18-24 months, £45-50K A unique and rewarding opportunity has arisen for an experienced pensions professional to take on a senior interim role during a pivotal period of transition. This position involves managing and reconciling a portfolio of Self-Invested Personal Pension (SIPP) accounts and overseeing their manual transfer to new...

You will be responsible for the full range of paraplanning duties, working within a fun, dynamic, and professional environment. The Business: Our client is a well-respected Financial Planning firm with an excellent reputation. The team takes pride in delivering high-quality work, prioritising client care, and providing bespoke financial solutions.

You will be responsible for day-to-day sales administration, coordinating customer enquiries and orders, and ensuring a high standard of service throughout the customer journey. This is an excellent opportunity for someone who enjoys working in a fast-paced, detail-focused environment and wants to develop within a technical manufacturing business.

You will need to help us ensure we work consistently within the SLA's we have with our work providers

You will also help with general administration, reporting and follow-up activity, ensuring actions are completed on time and that the practice remains organised, compliant and well supported.

You must be able to produce ALL certificates stated essential in the person specification or you will not be able to complete pre-employment checks.

You must have a minimum of two yearsof experience working within the NHS as a HCA for the Trust to considersponsorship (we will only consider sponsorship if you meet this criteria andhave a current visa expiring within 3 months).

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 well-established law firm in Bridgwater is looking for a Conveyancing Assistant to provide administrative support to their conveyancer. The successful candidate will manage communications with clients and third parties, compile legal documents, and assist with various administrative tasks. Proven experience in a similar role and familiarity with legal procedures are essential. The position...

You will work closely with the Design Manager, Project Managers, and Document Control Manager, providing essential administrative and document control support to ensure the smooth running of the project.

You will be joining their head office support staff team including Paraplanners IFA Administrators, who provide quality support to their team of Chartered Financial Planners. As a Paraplanning Administrator, xbpsjku your duties will include:Produce simple suitability letters and n...

Job Description Five Education is recruiting a proactive and resilient learning support assistant to work with students at a mainstream primary school near Thornbury. This role will involve working with children and young people with a range of additional needs, including ASC, ADHD, and SEMH challenges. Some of the pupils present with behavioural needs that require a calm, confident and...

Job Description ABOUT THE ROLEAs an Admin Assistant at a Barchester care home, you'll carry out a range of responsibilities to help us deliver the quality care and support our residents deserve. In this varied role, we'll need you to answer the phone, handle our files and support our managers. You'll also meet and greet visitors, engage with residents and show prospective clients and their...