wealth planning administrator jobs in 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...

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...

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 will also be expected to retrieve Engineer job sheets and prepare paperwork to enable invoicing. Ensure repair and installation jobs are carried out within our agreed timeframes and liaise with engineering companies and customers to update them.

You must be extremely customer focused, with a keen eye for detail and able to manage your time effectively.

Job Description Job Overview Location: Street, Somerset BA16 0EQ Working hours: 38 hours Contract: FTC Maternity cover An Assistant Product Line Manager supports the Product Line Manager in developing and implementing strategies to drive the success of a specific product line or category. that meet the needs of our target consumers. They also collaborate with cross-functional teams such as...

You will influence strategy, own sector growth and share in our overall business success through our Employee Ownership Trust structure, which rewards sustained performance and contribution. Key Responsibilities - Build and execute a sector growth plan for Retail Banking, Insurance, Wealth Management, Payments or Fintech.

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...

Code Wizards Group is a world leader in backend and multiplayer infrastructure for the gaming industry. From high-scale AAA console and PC games to fast-paced mobile indie titles, we empower studios to bring multiplayer experiences to life. Within the Group lie Multiplayer Wizards, whose sole responsibility is to help game studios to run and operate their game infrastructure seamlessly for the...

People Administrator People Operations Location: Northumberland Salary: £24,309 per annum pro rata Post Type: Full Time Contract Type: Fixed Term – Ends 29/01/2027 Closing Date: 23.59 hours GMT on Tuesday 27 January 2026 Reference: 0006-26 About EPNE EPNE's purpose is to unlock potential, create opportunities and transform lives through outstanding education, skills and training. We tackle...

Job Title Onboarding Administrator (WIMS Experienced) Role Overview The Onboarding Administrator will support the safe and compliant mobilisation of a large workforce on a major, highly regulated infrastructure project. The role requires proven experience using the Workforce Information Management System (WIMS) to manage worker records, onboarding workflows, and compliance requirements. Key...

Description Permanent contract, 37 hours per week, 52 weeks per year To work collaboratively with the Head of Apprenticeships and other managers to deliver a high-quality Business & Professional curriculum that meets Bath College’s standards and drives learner success rates to at or above College targets. The role encompasses delivering engaging and effective teaching across classroom,...

Job Role: Project Support AdministratorLocation: BathSalary: £28,000 to £31,000 per annumDo you have a background in engineering or manufacturing project support? My Bath-based client is looking for someone with proven administrative knowledge of technical, manufacturing or engineering projects.The role is central to the efficient and professional execution of customer orders. The successful...

Job Description Ideas | People | Trust We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world. We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management...

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...

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...

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...

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...