...Client Portfolio Manager
Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.
£40+ DOE Are you passionate about helping clients succeed in their businesses and personal lives? Do you have a strong understanding...
Suggested
Full time
Acorn by Synergie
Calne, Wiltshire
5 days ago
...button.
In your role as a IFA Administrator, you will be the main point of contact for client queries, regarding their pensions, investments and protection. You will cover all aspects of the administrative duties, including:
Taking phone calls and handling...
Suggested
Local area
Premier Jobs UK Limited
Marlborough, Wiltshire
4 days ago
£35k per annum
...Junior Investment Manager
Wiltshire / Stonehenge
Basic £30,000 - £35,000 plus excellent package
Overview
A Well-known investment firm is looking for a junior/ assistant Investment Manager who will play a vital role working within the investment team to ensure the...
Suggested
Permanent employment
£47k - £64k per annumEstimated
...operational efficiency and customer experience whilst proactively and effectively identifying and managing any risks that arise.
Key Responsibilities:
Responsible for the investment servicing and administration of the Wealthtime Wrap, which includes Pensions, ISAs,...
Suggested
Contract work
Work at office
Offshore
Flexible hours
Novia Financial plc
Salisbury, Wiltshire
4 days ago
£21k - £26k per annumEstimated
...a growing firm looking for a Client Administrator to join the team and assist in this mission.
~ To provide Client support to the Managing Director/ Client Support Manager to ensure that the Advisers relationships between their clients can be optimised and assist with the...
Suggested
Permanent employment
Work at office
CleverHR
Wootton Bassett, Wiltshire
4 days ago
£55k per annum
...that all fee notes are generated and sent out in line with partner and client requirement
~Working as part of a team with the other managers, partners/director and staff to ensure the department as a whole meets its objectives and all client demands are exceeded etc and dealing...
Suggested
Permanent employment
Full time
£27k - £33k per annum
...be part of a team that is supportive, caring, and passionate about their work?
Then our exciting new role of Wiltshire Fundraising Manager could be just what you are looking for.
We are passionate about finding the right person for the role and will offer training if...
Suggested
Full time
Work at office
Hybrid work
Flexible hours
Weekend work
Afternoon shift
£12.35k - £22.07k per annum
...As an integral part of our team, you'll dive into the world of finance, assisting in various aspects of accounting and financial management. Your responsibilities will include but not be limited to, managing financial data, reconciling accounts and preparing financial reports...
Suggested
Full time
Apprenticeship
Flexible hours
2 days week
...refuge. We require a trustee with experience of governance to maintain and update our policies and keep the other trustees and refuge manager updated on changes.
What will you be doing? This well-respected local charity, which has been operating since 1984, is seeking to...
Suggested
Temporary work
Local area
£12.31k - £22.01k per annum
...As an integral part of our team, you'll dive into the world of finance, assisting in various aspects of accounting and financial management. Your responsibilities will include but not be limited to, managing financial data, reconciling accounts and preparing financial reports...
Suggested
Apprenticeship
Flexible hours
2 days week
Salisbury Women's Refuge is looking to appoint a new trustee with oversight of our communications with supporters and donors, including social media and updating our website with news.
What will you be doing? The role requires some experience of working with Mailchimp and...
Suggested
£27k - £35k per annum
...Wiltshire Fundraising Manager
Hybrid: Homebased & Travel across Wiltshire
Local non-profitable organisation
Salary £27,000-£35,000 per annum dependant on experience plus great benefits
37 hours per week
Are you looking for a role where what you do really makes...
Suggested
Full time
Work at office
Local area
Work from home
Hybrid work
Flexible hours
Weekend work
Afternoon shift
We want to see our organisation grow and thrive. Having more energy at the trustee level is the key enabler for our journey from our very small scale to being a major contributor to a large work programme.
What will you be doing? As a member of our Board, you will share...
Suggested
Local area
Remote job
Music making is at the heart of our charity’s objectives, offering a wide rage of inclusive activities for anyone who is interested in getting involved with music. A Treasurer will be a highly valued & integral role in our Board.
What will you be doing? Whilst this role ...
Suggested
Work at office
£39k - £57k per annumEstimated
...Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and... ...business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group...
Suggested
Permanent employment
Work at office
Flexible hours
Sanlam Limited
Malmesbury, Wiltshire
1 day ago
...departments and public sector organisations.
There is also an opportunity for volunteers to become a Trustee, working as part of a management team deciding on the future direction of Crosspoint, and helping with the behind-the-scenes tasks essential to the operation of the...
Local area
Day shift
Saturday
Monday to Wednesday
Working Monday to Friday
£24k - £32k per annumEstimated
...Including but not limited to Pension Withdrawals / Trust Amendments /Investment Withdrawals / Bereavements
Work with other practice... ...forms;
Process applications accurately and record the required management information;
Progress applications with product providers, advisers...
Permanent employment
Work at office
CleverHR
Wootton Bassett, Wiltshire
1 day ago
£79k - £106k per annumEstimated
Commissioned Financial Advisor page is loaded Commissioned Financial Advisor
Apply locations Malmesbury time type Full time posted on Posted 3 Days Ago job requisition id JR-53702 Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity...
Full time
Old Mutual Life Assurance Company (SA) Ltd (PFA)
Malmesbury, Wiltshire
2 days ago
£25k - £28k per annum
...external client queries, In addition you shall be responsible for chasing remuneration/adviser fees, setting up client meeting/diary management and assisting in all pre and post-sale administration.
This maybe one of many opportunities that we are dealing with therefore,...
Full time
£54k - £74k per annumEstimated
...About our client
Idex is delighted to be working in partnership with this well-established and highly successful investment management and financial advisory practice.
Our client is a privately owned firm offering a full range of active and discretionary investment services...
Permanent employment
IDEX Consulting
Salisbury, Wiltshire
4 days ago
