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Researching, analysing market trends and report writing, Chase de Vere paraplanners work closely with our financial advisers and client support teams to deliver advice and provide ongoing services to new and existing clients. Supported by our experienced paraplanning management and development te...

They will help support top level strategic decision making and both short- and long-term financial planning, through comprehensive financial analysis and reporting. They will collaborate with ...

Head of Change - DV Cleared - Outside IR35 - £700-£800 per day - Hybrid 2-3 days a week on site near Bath - 12 Months initial contract length. My client is seeking an experienced Head of Change to lead and manage complex, high-impact transformation programmes across their organisation. The succes...

We are recruiting on behalf of a privately owned financial planning and investment management firm, committed to providing high-quality services to private clients, trusts, and smaller institutions. Founded twenty years ago, the company has grown both organically and through select acquisitions. ...

Junior Account Manager When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Junior Account Manager Full time Onsite, Lincoln £35,000 Benefits 4.5 working week, finishi...

MANAGEMENT ACCOUNTANT Hybrid Working Mostly remote with some visits to the Bath office as needed Fun, rewarding and with the opportunity to develop and grow your career. Thats life with L&C Mortgages, the UKs leading fee free mortgage broker with over 160 awards to its name. Join us and youll be ...

Wastewater Strategy Engineer Want to make an application Make sure your CV is up to date, then read the following job specs carefully before applying.  Bath £35,000 to £45,000 The Waste Strategy team is responsible for developing and maintaining the investment strategies associated with our waste...

Professional Risks Account Executive / Team Leader Location: Bath Salary: Negotiable Overview At Higos Insurance Services (part of Brown & Brown Europe) we are currently looking for a Professional Risks Account Executive / Team Leader to join the successful and experienced centralised team based ...

You will already be familiar with managing other team members and delivering high quality, punctual information financial information and KPIs to senior management. This role involves a lot of working with other people, you will need to work closely with your team and other teams in the business,...

This is an excellent opportunity for an experienced financial planning manager with strong man-management skills who also enjoys being involved with client work; or an adviser seeking to take their career to the next level with a very good company. Due to succession planning, an exceptional oppor...

Advising clients on current financial issues and make recommendations. Maintaining and updating knowledge of regulations, practices, and financial products. If you currently work in financial services, you’ll already be aware of the.

This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a successful Financial Adviser. Ability to analyse financ...

... financial reports. * Monitor and report on variances against planned income and expenditure. * Implement and refine bookkeeping policies and procedures to improve efficiency. Skills and Experience ...

Our paraplanning teams have exceptional technical and industry knowledge with many having secured their Level 4 Diploma in Regulated Financial Planning, with some continuing their studies towards ...

A highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With offices across the South West and ...

Your key responsibilities will include planning, budgeting, monitoring, and reporting, ensuring accuracy and timely delivery of financial information. Key Responsibilities: * Annual Planning: Assist ...

Analysis of financial and purchasing data from quotes, and with the CFO, negotiate contract awards ... Implementation of supply chain/inventory management, ERP or MRP systems. Desirable: * Knowledge and ...

You will bring high levels of experience both in strategic financial management as well as organisational leadership to help Platfform deliver on its purpose.You will take the lead in developing and ...

Experience in either Broking or Underwriting or both with PI and/or Financial Lines Insurances * A ... Strong planning and organisation skills to meet deadlines * Attention to detail * Co-operative and ...

... and Planners with regard to recovery of contract costs together with enhancing project profit by identifying variations, delays and claims Assist with production of monthly project financial and ...

Handle all the service contract work (both planned and reactive) and work closely with the ... Ability to work to tight deadlines and within financial budgets * Strong time management ...

... Planners with regard to recovery of contract costs together with enhancing project profit by identifying variations, delays and claims * Assist with production of monthly project financial and ...

You will be responsible for providing support for electrical installations, repairs, planned ... Employee Assistance programme * Mental health, physical health, and financial support * 24/7 ...