Financial Services Jobs in Bristol - Financial Services Recruitment

Have you got expereince with some Paraplanning or IFA Adminitration at present? Are you looking to build you technical knowledge up with a range of cases in an IFA firm? In this role you will work towards a full diploma and build up the cases your are making reports on. Ideally you will have a […]

Trainee Paraplanner £24,000 – £30,000. We are working with an established Financial Planning firm based on the outskirts of Bristol that are looking to expand. Due to this expansion they are looking to hire a Trainee Paraplanner to join their business. If you are currently working within the Financial Services industry and want the chance to […]

The opportunity for a Senior Wealth Management  PA / Client Relations in an exceptional Wealth Management practice has now become available where you will be working in and out of the Bath office. The Opportunity If you have experience in a busy PA role as well as Financial Services then this could be the role for […]

We are looking to speak to reconciliation professionals who ideally have a background within financial services or those looking to build a career in financial services with a keen eye for detail and analytical mindset. The Reconciliations teams work closely alongside other Operational teams to perform some of the key checks on client records in […]

Our client is looking for home based Paraplanner to join their growing IFA business. We are looking for someone who has experience in an existing paraplanning role, qualified to a minimum Level 4 or ideally Chartered. You will be responsible for the not only the bespoke report writing, but liaising with clients and conducting the […]

Position: Financial Planning Administrator Location: North Bristol Salary: £24,000 – £28,000   The Role: We are currently looking for an Administrator in our Financial Planning department to join us in our North Bristol office. You will be responsible for providing administrative support to Consultants, ensuring all client information is entered onto Client Database system, dealing […]

A national financial planning firm are looking for a qualified individual to join their expanding adviser team. A qualified paraplanner looking for a step up into advice will be the ideal type for this position.  You will join the firm's academy and work towards achieving Competent Adviser Status over a 12 month period. You will […]

The Benefits Systems Analyst supports the flexible benefits team by maintaining and testing the data and content of flexible benefit websites. The role involves amending site content, branding, email communications and reporting via the content manager. You'll be responsible for testing the work of your colleagues. In addition, the role involves being able to build […]

The Client: An exciting opportunity has arisen for an experienced paraplanner to join an award-winning IFA firm that is partnered with a firm of chartered accountants. This is a firm that really takes pride in the service that they provide and is the ideal step for a forward thinking paraplanner looking to take the next […]

The Client: An exciting opportunity has arisen for an experienced paraplanner to join an award-winning IFA firm that is partnered with a firm of chartered accountants. This is a firm that really takes pride in the service that they provide and is the ideal step for a forward thinking paraplanner looking to take the next […]