Financial Services industry jobs in Bristol, South West

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Self-employed, commission only Average £350 per deal, paid daily. It’s a far from average commission. Earn like a boss. While being your own boss. Card payments are booming. Banks are over charging. And small business owners are ready for a better way. That’s where we come in. And that’s why we need sales people at the top of their game. As a Paymentsense Champions League seller, you can earn at l...
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We are looking for experienced Pensions Guidance Advisors for our Bristol based client. Salary £31,000 - Full time or Part time hours available. Home based after training period. You will work predominantly at home however you will be an integral part of a specialist team. Your role will be to deliver a specialist quality service to customers eligible for the pensions guidance service. Customers m...
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Role Summary: The main purpose of this role is to provide Travel Management support to the business and act as the interface between the business and Travel Management provider. Based in the Bristol Office. Some travel to London and Reading offices may be required. Specific duties will include: Supervision of travel service provision: Responsible for end-to-end travel service delivery and coordina...
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Job Description: Liaising with pension scheme members, advisers and accountants. Arranging pension transfers. Dealing with aspects of property purchases/sales. Responding to calls and emails from clients in a timely manner. Treating clients fairly and maintaining the highest level of compliance. Renewals. Processing all scheme changes. Updating records accurately to ensure all chargeable time is l...
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Job Description: Setting up and organising file papers and any other necessary documents in respect of individual instructions and case files for qualified individual lawyers to review. Keeping client files organised and up to date in paper and/or electronic format and keeping risk ratings and notes in any work tracker spreadsheets up to date. Conducting conflict checks, AML checks and file openin...
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Job Description My client is looking for an experienced paraplanner to join their small but high performing, well formed team in the South West of Bristol. The paraplanner will support numerous financial planning/wealth management firms with their research and report writing. Through the use of a sophisticated portal, you will liaise with advisors to understand client cases and pull together relev...
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One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities for a Graduate Finance Administrator to work within the financial services industry for an important client in Bristol. This is an ideal opportunity for a recent graduate with a degree from a UK University or equivalent, or someone who has recently lef...
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Role Summary: Based in the offices in central Bristol; my client is seeking a Tax Assistant to help manage the group’s tax function. Specific duties will include: Reporting directly to the Head of Tax, the role will involve: Assisting with the group’s Corporation Tax and VAT reporting and compliance obligations, with a view to taking ownership of the annual reporting cycle. Tax accounting, includi...
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Trainee Wealth Manager Position: Permanent, Full Time Location: Bristol Salary: £25,000 - £50,000 /year depending on experience + uncapped commission OTE: Year 1 £50,000, Year 2 £80,000, Year 3 £150,000 Based in Geneva or Dubai Wealth Management Company Our client is a leading, Independent Financial planning and Wealth Management Company with an outstanding reputation for excellence. They are look...
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Our client, a leading provider of financial services products has an immediate opening for an individual experienced with Small Self-Administered Scheme (SSAS) pensions. The individual will be responsible for the assessment and review of SSAS pension schemes with a focus on commercial properties and commercial loans and the associated tax implications. The successful applicant will be responsible ...
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An ideal opportunity for a recent graduate to join a growing project within the Financial Services sector. The role of Data Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for an important client in Bristol. For the role of Data Administrator, the rate on offer is £90 per day (circa £21,500 per annum) on an initial ...
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Job Description: Receiving instructions and ensuring that any task activity is accurately completed. Building and maintaining good relationships with clients and advisers. Informing clients and financial intermediaries of specific matters or issues affecting their schemes, especially actual or potential problems. Ensuring that client deadlines, all internally agreed key performance indicators, ser...
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An ideal opportunity for a recent graduate to join a growing project within the Financial Services sector. The role of Graduate Financial Services Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for one of the UK’s leading banks. Please note that full training will be provided, and you do not require previous experi...
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Aviva - Avon, South West (1 day ago)
We are currently recruiting for a Case Manager to join our team on a Fixed Term Contract. As Case Manager you will be joining The Specialist Redress Teams' and your role will be to contact customers of Aviva who have been disadvantaged due to historic process errors. Other responsibilities will include; initiate contact with our customers and be responsible for ensuring customers receive a seamles...
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Actuarial Assistant Manager Bristol £45000 - £55000 per annum I'm recruiting for a team of talented, specialist corporate pensions advisers in Bristol which is seeking to appoint a part or nearly qualified pensions actuary with 3 to 6 years' experience at Assistant Manager level. There are some incredibly exciting projects ongoing currently in this team and your work may entail de-risking e.g. buy...
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Job Description: My client is looking for an experienced Paraplanner from an IFA or Wealth management background with an ability to ‘hit the ground running’. The role holder will be responsible for collating and interpreting information, reviewing and comparing products, services, charges and performance as well as preparing suitability reports. Due to the nature of the business, client and enquir...
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Job Description: My client is looking for an experienced Administrator from an IFA or Wealth management background with an ability to ‘hit the ground running’. The role holder will be responsible for creating and updating client files, submitting new business and chasing providers for policy information; administering instructions related to client investments, answering client queries via email, ...
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One of the UK's leading providers of skilled technical resource supporting the regulatory environment are offering fantastic contract opportunities for a Graduate Finance Administrator to work within the financial services industry for an important client in Bristol. This is an ideal opportunity for a recent graduate with a degree from a UK University or equivalent, or someone who has recently lef...
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Paymentsense - Bath, South West (19 hours ago)
Self-employed, commission only Average £350 per deal, paid daily. It’s a far from average commission. Earn like a boss. While being your own boss. Card payments are booming. Banks are over charging. And small business owners are ready for a better way. That’s where we come in. And that’s why we need sales people at the top of their game. As a Paymentsense Champions League seller, you can earn at l...
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Role Summary: Reporting into the Finance Operations Manager, playing an active part in the finance team and supporting the Customer Service department in the collection and processing of late payments. Specific duties will include: Collecting late payments. Arranging collection of assets where appropriate. Processing ‘novations’ where appropriate. Completing administrative tasks as necessary, duri...
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An ideal opportunity for a recent graduate to join a growing project within the Financial Services sector. The role of Graduate Financial Services Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for one of the UK’s leading banks. Please note that full training will be provided, and you do not require previous experi...
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An ideal opportunity for a recent graduate to join a growing project within the Financial Services sector. The role of Data Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for an important client in Bristol. For the role of Data Administrator, the rate on offer is £90 per day (circa £21,500 per annum) on an initial ...
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