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        2 Permanent Trustpilot jobs in Bath + 20 miles

        Protection Advisor

        First Mortgage
        Bath (BA1)
        Up to £42,500 basic uncapped commission structure
        One of the UK's most trusted (Trustpilot reviews)
        One of the UK's most trusted (Trustpilot reviews)
        FEATURED

        These jobs might also interest you

        Protection Insurance Adviser

        TIGER MEDIA RECRUITMENT LIMITED
        Bristol (BS1)
        From £47,000 to £100,000 per annum Self Employed £47k Expected Earning
        Insurance Advisor/Protection Advisor - Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife Insurance, Critical Illness, Income Protection, Accident & Sickness Cover, and Business Protection solutions. * Full training and ongoing development no previous protection experience needed - Were recruitingProtection Advisorsfor a trusted financial protection provider expanding across Great Britain and Northern Ireland. * Sales experience (any industry) protection or financial services desirable but not essential - Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? * Uncapped weekly commission earn what youre worth
        Insurance Advisor/Protection Advisor - Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife Insurance, Critical Illness, Income Protection, Accident & Sickness Cover, and Business Protection solutions. * Full training and ongoing development no previous protection experience needed - Were recruitingProtection Advisorsfor a trusted financial protection provider expanding across Great Britain and Northern Ireland. * Sales experience (any industry) protection or financial services desirable but not essential - Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? * Uncapped weekly commission earn what youre worth
        more

        Paraplanner (Progression to Financial Advisor)

        Ernest Gordon Recruitment
        Weston-Super-Mare (BS22)
        £35000 - £40000 per annum + Career Development + 33 days holiday
        Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years - The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. * Experience working in a Financial Administrator or Paraplanner role within financial services
        Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years - The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. * Experience working in a Financial Administrator or Paraplanner role within financial services
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        FEATURED
        A very well-established Construction consultancy is looking to recruit a Credit Controller to join its UK finance team based in Frome. This is an excellent opportunity for an engaging and confident accounts professional looking to further develop their credit control experience within a larger, multi-site environment. * Adhering to internal credit control policies and procedures to maximise cash flow - You'll be a proactive and detail-focused credit control professional who enjoys working as part of a team while confidently managing your own workload. This role has been created to support continued business growth and offers the chance to join a collaborative, experienced team within a well-structured finance function. Reporting to the Finance Manager, you'll play a key role in managing customer accounts, improving cashflow, and building strong internal and external relationships.
        A very well-established Construction consultancy is looking to recruit a Credit Controller to join its UK finance team based in Frome. This is an excellent opportunity for an engaging and confident accounts professional looking to further develop their credit control experience within a larger, multi-site environment. * Adhering to internal credit control policies and procedures to maximise cash flow - You'll be a proactive and detail-focused credit control professional who enjoys working as part of a team while confidently managing your own workload. This role has been created to support continued business growth and offers the chance to join a collaborative, experienced team within a well-structured finance function. Reporting to the Finance Manager, you'll play a key role in managing customer accounts, improving cashflow, and building strong internal and external relationships.
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        Expenses Clerk

        Hays
        Bristol (BS1)
        £15.0 - £16.0 per hour + £16.09/HR
        If you're organised, detail-driven and enjoy supporting colleagues across a busy finance function, this role offers the chance to join a collaborative finance team with real scope As the Expenses Administrator, you'll play a key role in ensuring employee expenses and corporate credit card submissions are processed accurately, efficiently and in line with policy. Working within a supportive finance team, you'll be responsible for reviewing, posting and chasing expense claims across multiple European entities, helping colleagues stay compliant while keeping processes running smoothly. You'll work closely with internal teams, credit card providers and tax authorities, becoming a trusted point of contact for all things travel and expenses. * Review and quality-check employee expense claims to ensure compliance with policy * Process cash expenses ahead of payment deadlines
        If you're organised, detail-driven and enjoy supporting colleagues across a busy finance function, this role offers the chance to join a collaborative finance team with real scope As the Expenses Administrator, you'll play a key role in ensuring employee expenses and corporate credit card submissions are processed accurately, efficiently and in line with policy. Working within a supportive finance team, you'll be responsible for reviewing, posting and chasing expense claims across multiple European entities, helping colleagues stay compliant while keeping processes running smoothly. You'll work closely with internal teams, credit card providers and tax authorities, becoming a trusted point of contact for all things travel and expenses. * Review and quality-check employee expense claims to ensure compliance with policy * Process cash expenses ahead of payment deadlines
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        Group Finance Officer

        AlertSystems
        Canal Road Industrial Estate, Trowbridge (BA14), BA14 8RH
        £27,000 - £28,000 per annum
        AlertSystems is currently recruiting for a Group Finance Officer position within the Finance Department (fully site based). * Previous experience of working in Finance is required. * Group Pension contributions. * Group Life Insurance Cover x1 annual salary. AlertSystems is a leading provider of business security systems. We are fully committed to providing customers with effective and reliable solutions to security problems, with a quality of installation and after-sales care that sets us apart from our competitors. Our comprehensive product range includes our unique External Deterrent System, High Definition CCTV Surveillance Systems, Access Control Systems, Remote Monitoring, Intruder and Fire Alarm Systems. * Purchase ledger queries. * Reconcile purchase ledger statements. * Create and approve ad hoc payments. * Prepare sales ledger statements. * Sales ledger queries. * Processing sales ledger invoices.
        AlertSystems is currently recruiting for a Group Finance Officer position within the Finance Department (fully site based). * Previous experience of working in Finance is required. * Group Pension contributions. * Group Life Insurance Cover x1 annual salary. AlertSystems is a leading provider of business security systems. We are fully committed to providing customers with effective and reliable solutions to security problems, with a quality of installation and after-sales care that sets us apart from our competitors. Our comprehensive product range includes our unique External Deterrent System, High Definition CCTV Surveillance Systems, Access Control Systems, Remote Monitoring, Intruder and Fire Alarm Systems. * Purchase ledger queries. * Reconcile purchase ledger statements. * Create and approve ad hoc payments. * Prepare sales ledger statements. * Sales ledger queries. * Processing sales ledger invoices.
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        FEATURED
        Professional Indemnity Executive - Department: Commercial Insurance - Reports To: Head of Professional Risks / Account Director - Location: Bristol and Birmingham - Employment Type: Full-time/ Hybrid - Job Purpose - The Professional Indemnity Executive is responsible for managing, developing, and servicing a portfolio of Professional Indemnity (PI) clients. The role involves providing specialist advice, placing cover with insurers, negotiating terms, and ensuring clients receive comprehensive risk and claims support. The successful candidate will demonstrate strong technical knowledge of PI insurance, excellent relationship management skills, and a proactive approach to business development. Key Responsibilities - Client Management * Manage an allocated portfolio of Professional Indemnity clients across various sectors (e.g., legal, construction, financial services, technology, consultancy).
        Professional Indemnity Executive - Department: Commercial Insurance - Reports To: Head of Professional Risks / Account Director - Location: Bristol and Birmingham - Employment Type: Full-time/ Hybrid - Job Purpose - The Professional Indemnity Executive is responsible for managing, developing, and servicing a portfolio of Professional Indemnity (PI) clients. The role involves providing specialist advice, placing cover with insurers, negotiating terms, and ensuring clients receive comprehensive risk and claims support. The successful candidate will demonstrate strong technical knowledge of PI insurance, excellent relationship management skills, and a proactive approach to business development. Key Responsibilities - Client Management * Manage an allocated portfolio of Professional Indemnity clients across various sectors (e.g., legal, construction, financial services, technology, consultancy).
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        Income Officer

        Reed Specialist Recruitment Ltd
        Bristol (BS1)
        Up to £28972 per annum
        As the Income Assistant, you will play a key role in supporting customers and colleagues throughout the annual rent and service charge increase cycle. Alongside this, you will support wider income-related activities, helping keep accounts up to date and ensuring customers receive a smooth, responsive service. Location: Bristol (Hybrid - 2 days in office) Salary: £28,972 - Contract: 4-month Fixed Term Contract - Hours: Full time - The Role - You will be the first point of contact for related enquiries, ensuring accurate information, clear communication, and efficient processing of essential account changes. About You * Highly accurate with excellent attention to detail * Calm, professional and able to manage enquiries confidently * A clear communicator who can handle customer queries with care * Organised, proactive and able to manage multiple tasks * Comfortable working in a fast-paced environment during peak activity
        As the Income Assistant, you will play a key role in supporting customers and colleagues throughout the annual rent and service charge increase cycle. Alongside this, you will support wider income-related activities, helping keep accounts up to date and ensuring customers receive a smooth, responsive service. Location: Bristol (Hybrid - 2 days in office) Salary: £28,972 - Contract: 4-month Fixed Term Contract - Hours: Full time - The Role - You will be the first point of contact for related enquiries, ensuring accurate information, clear communication, and efficient processing of essential account changes. About You * Highly accurate with excellent attention to detail * Calm, professional and able to manage enquiries confidently * A clear communicator who can handle customer queries with care * Organised, proactive and able to manage multiple tasks * Comfortable working in a fast-paced environment during peak activity
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        Senior Property & Package Underwriter

        IPS Group
        Bristol, Avon
        £50000 - £60000 per annum, Benefits Benefits package
        IPS Group are working with a well-established insurer in Bristol that is looking to strengthen their Underwriting team by bringing in a Senior Property & Package Underwriter, with a focus on Commercial Combined & Real estate risks. If youre a Commercial Underwriter that has extensive market knowledge and a wealthy background trading Commercial Combined & Real estate business looking to take that step up into a senior role, or currently in a senior position looking for a change, this could be a real opportunity for you to develop and grow professionally. Hybrid Working 1/2 days a week in the Bristol office - Salary - £50,000 to £60,000 depending on experience - The role - This role would be part of the Existing business team with a real focus on Commercial Combined & Real estate policies working with premiums in the range of £5k-30k, sometimes larger.
        IPS Group are working with a well-established insurer in Bristol that is looking to strengthen their Underwriting team by bringing in a Senior Property & Package Underwriter, with a focus on Commercial Combined & Real estate risks. If youre a Commercial Underwriter that has extensive market knowledge and a wealthy background trading Commercial Combined & Real estate business looking to take that step up into a senior role, or currently in a senior position looking for a change, this could be a real opportunity for you to develop and grow professionally. Hybrid Working 1/2 days a week in the Bristol office - Salary - £50,000 to £60,000 depending on experience - The role - This role would be part of the Existing business team with a real focus on Commercial Combined & Real estate policies working with premiums in the range of £5k-30k, sometimes larger.
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        Protection Insurance Adviser

        TIGER MEDIA RECRUITMENT LIMITED
        Bristol, Avon, BS1
        From £47,000 to £100,000 per annum Self Employed £47k Expected Earning
        Insurance Advisor/Protection Advisor - Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife Insurance, Critical Illness, Income Protection, Accident & Sickness Cover, and Business Protection solutions. * Full training and ongoing development no previous protection experience needed - Were recruitingProtection Advisorsfor a trusted financial protection provider expanding across Great Britain and Northern Ireland. * Sales experience (any industry) protection or financial services desirable but not essential - Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? * Uncapped weekly commission earn what youre worth
        Insurance Advisor/Protection Advisor - Youll generate and manage your own leads, advise clients, and sell a broad portfolio of products includingLife Insurance, Critical Illness, Income Protection, Accident & Sickness Cover, and Business Protection solutions. * Full training and ongoing development no previous protection experience needed - Were recruitingProtection Advisorsfor a trusted financial protection provider expanding across Great Britain and Northern Ireland. * Sales experience (any industry) protection or financial services desirable but not essential - Apply Nowto start your journey as a Protection Advisor and take control of your career and your income. Location:Nationwide (Remote / Field Based) Earnings:Commission Only Average £47,000 Year 1, Top Performers £100,000+ Why Join? * Uncapped weekly commission earn what youre worth
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        To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios. Our client is looking for an experienced administrator who has ideally gained experience within the financial services sector but this isnt essential. 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts) The Company - As superb well-established organisation within the financial services industry who genuinely look after their staff. * Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.
        To provide administrative support to the Stockbrokers in the Bristol Advisory team in the setting up and ongoing management of investment portfolios. Our client is looking for an experienced administrator who has ideally gained experience within the financial services sector but this isnt essential. 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts) The Company - As superb well-established organisation within the financial services industry who genuinely look after their staff. * Support Stockbrokers with day to day admin tasks to ensure they can maintain client relationships.
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        Underwriter

        Morson Edge
        Cathay, Bristol (BS1), BS1
        £35k - 40k per year
        Job Title: Senior Corporate Underwriter The Senior Corporate Underwriter plays a critical role in evaluating and approving complex corporate and high-value credit applications. Location: Bristol (minimum 1 day per week on-site, typically Monday) Salary: £40k - Role Overview - This role focuses on detailed analysis, comprehensive reporting, and sound decision-making in line with business, regulatory, and risk frameworks. Key Responsibilities * Assess and approve corporate and high-value customer credit applications within delegated authority. * Conduct detailed credit analysis for applications typically ranging from £1m to £25m, including corporate entities, small companies, and high-net-worth individuals. * Produce clear, well-structured credit reports that explain financial context, risks, and decision rationale. * Maintain robust audit trails, ensuring compliance with onboarding, origination, and due ...
        Job Title: Senior Corporate Underwriter The Senior Corporate Underwriter plays a critical role in evaluating and approving complex corporate and high-value credit applications. Location: Bristol (minimum 1 day per week on-site, typically Monday) Salary: £40k - Role Overview - This role focuses on detailed analysis, comprehensive reporting, and sound decision-making in line with business, regulatory, and risk frameworks. Key Responsibilities * Assess and approve corporate and high-value customer credit applications within delegated authority. * Conduct detailed credit analysis for applications typically ranging from £1m to £25m, including corporate entities, small companies, and high-net-worth individuals. * Produce clear, well-structured credit reports that explain financial context, risks, and decision rationale. * Maintain robust audit trails, ensuring compliance with onboarding, origination, and due ...
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        PREMIUM
        We have an exciting opportunity to join us here at Covéa Insurance as a Senior Regional Underwriter, within our Regional Team! We have two opportunities to join us, as either a New Business Underwriter or an Existing Business Underwriter. Competitive Salary + Bonus + Benefits - This is a hybrid position, combining the best of both worlds - working from home and spending time in ourBristol office. At Covéa Insurance, were all about protecting what matters most - whether its your home, your car, or your business. With our award-winning customer service and a wide range of insurance products, were here to make a real difference. In this role, youll be working in a team who boast a fantastic mix of experience, with a huge amount of collaboration and support across the team to deliver top class service to our broker partners. Step into a role where your potential is valued and your growth is supported
        We have an exciting opportunity to join us here at Covéa Insurance as a Senior Regional Underwriter, within our Regional Team! We have two opportunities to join us, as either a New Business Underwriter or an Existing Business Underwriter. Competitive Salary + Bonus + Benefits - This is a hybrid position, combining the best of both worlds - working from home and spending time in ourBristol office. At Covéa Insurance, were all about protecting what matters most - whether its your home, your car, or your business. With our award-winning customer service and a wide range of insurance products, were here to make a real difference. In this role, youll be working in a team who boast a fantastic mix of experience, with a huge amount of collaboration and support across the team to deliver top class service to our broker partners. Step into a role where your potential is valued and your growth is supported
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        PREMIUM

        Commercial Insurance Broker

        Cavendish Maine
        St. Judes, Bristol (BS5), BS1
        £55,000 per annum
        The role of an Insurance Broker is a great next step for any Senior Account Handler looking to become an Account Executive, (who doesnt fancy cold calling, cold outreach and pipeline building). * At least 3 years of commercial insurance broking experience, preferably in a Senior Handler/Advisor or Account Executive role. * If you rate your ability to talk to clients, solve their insurance and risk challenges, in a fast moving, growth focussed business, this role is worth exploring. * The Broker role embodies a client-first ethos. Unlike traditional models with multiple handovers, our client believe clients are best served by a single, dedicated contact our Brokers. * As a Broker, youll handle client inquiries from the initial prospect stage, manage policy placement, and continue servicing clients through quarterly reviews, adjustments, and renewals.
        The role of an Insurance Broker is a great next step for any Senior Account Handler looking to become an Account Executive, (who doesnt fancy cold calling, cold outreach and pipeline building). * At least 3 years of commercial insurance broking experience, preferably in a Senior Handler/Advisor or Account Executive role. * If you rate your ability to talk to clients, solve their insurance and risk challenges, in a fast moving, growth focussed business, this role is worth exploring. * The Broker role embodies a client-first ethos. Unlike traditional models with multiple handovers, our client believe clients are best served by a single, dedicated contact our Brokers. * As a Broker, youll handle client inquiries from the initial prospect stage, manage policy placement, and continue servicing clients through quarterly reviews, adjustments, and renewals.
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        This is what you'll be doing as Compliance Officer If you feel you have the skills, experience and passion to be successful in this Compliance Officer role apply now! This is a broad, hands-on compliance role covering Health & Safety, Audit and Risk, and continuous improvement across Quality, Environmental, Information Security and Business Continuity systems. * Maintaining compliance with ISO standards including 9001, 14001, 27001 and 22301 * Contributing to a collaborative, improvement-led compliance culture * Experience in a compliance, quality or HSE-focused role - Competitive Salary DOE - Radstock - Yolk Recruitment is exclusively partnered with a well-established market-leading manufacturing business with the strongest track record of security, growth and investment. The business is known for providing best in class products and services to recession proof sectors, and is known as an employer of ...
        This is what you'll be doing as Compliance Officer If you feel you have the skills, experience and passion to be successful in this Compliance Officer role apply now! This is a broad, hands-on compliance role covering Health & Safety, Audit and Risk, and continuous improvement across Quality, Environmental, Information Security and Business Continuity systems. * Maintaining compliance with ISO standards including 9001, 14001, 27001 and 22301 * Contributing to a collaborative, improvement-led compliance culture * Experience in a compliance, quality or HSE-focused role - Competitive Salary DOE - Radstock - Yolk Recruitment is exclusively partnered with a well-established market-leading manufacturing business with the strongest track record of security, growth and investment. The business is known for providing best in class products and services to recession proof sectors, and is known as an employer of ...
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        Payroll Administrator

        Office Owls Recruitment Limited
        Bristol (BS37)
        £24000 - £26000 Per Annum
        They are an established business, based in North Bristol , who are expanding and looking for an experienced Payroll Administrator working on a fulltime basis. As a Payroll Administrator, you will be able to provide excellent support and assistance in a number of outsourced services. Recently winning 'Payroll Team of the Year' at the Accounting Excellence awards, this is a fantastic opportunity to work in a friendly and successful team. Responsible for permanent and temporary data input on all payrolls Responsible for processing all payrolls from start to finish - Responsible for processing the payroll accurately and on time - File the payroll data in relevant payroll files - Any other ad hoc duties the Payroll Manager and Senior Management feels appropriate Payroll Experience - If you have the relevant Payroll knowledge and experience then please send your cv through asap!
        They are an established business, based in North Bristol , who are expanding and looking for an experienced Payroll Administrator working on a fulltime basis. As a Payroll Administrator, you will be able to provide excellent support and assistance in a number of outsourced services. Recently winning 'Payroll Team of the Year' at the Accounting Excellence awards, this is a fantastic opportunity to work in a friendly and successful team. Responsible for permanent and temporary data input on all payrolls Responsible for processing all payrolls from start to finish - Responsible for processing the payroll accurately and on time - File the payroll data in relevant payroll files - Any other ad hoc duties the Payroll Manager and Senior Management feels appropriate Payroll Experience - If you have the relevant Payroll knowledge and experience then please send your cv through asap!
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        ***Recruitment Consultant*** training + progression

        Ernest Gordon Recruitment
        Bristol (BS1)
        £28000 - £120000 per annum + Training, Progression, Benefits
        On offer is the unique opportunity for an aspiring Recruitment Consultant to join a young and vibrant, fast-paced and growing recruitment company in the heart of Bristol. Recruitment, Consultant, Technical, Engineering, Manager, Principal, Senior, Sales, Account, Bristol, Somerset, South West, Trainee, Graduate, Junior, Progression, training, Tech ***Trainee Recruitment Consultant*** Do you want to be a part of a highly ambitious business and join one of its top teams where you will be given one-to-one training by one of the businesses top achievers, catapulting your recruitment career and giving you the platform to become one of the best in the industry. ***full training and progression opportunities*** £28,000 basic salary as a trainee rising to £32,000 as a consultant (£100k+ from year 2 onwards) + 25 Days Holiday + Rapid Progression + Personal Development + More
        On offer is the unique opportunity for an aspiring Recruitment Consultant to join a young and vibrant, fast-paced and growing recruitment company in the heart of Bristol. Recruitment, Consultant, Technical, Engineering, Manager, Principal, Senior, Sales, Account, Bristol, Somerset, South West, Trainee, Graduate, Junior, Progression, training, Tech ***Trainee Recruitment Consultant*** Do you want to be a part of a highly ambitious business and join one of its top teams where you will be given one-to-one training by one of the businesses top achievers, catapulting your recruitment career and giving you the platform to become one of the best in the industry. ***full training and progression opportunities*** £28,000 basic salary as a trainee rising to £32,000 as a consultant (£100k+ from year 2 onwards) + 25 Days Holiday + Rapid Progression + Personal Development + More
        more
        FEATURED
        Were looking for a skilled and knowledgeable Advice Support Consultant to join our team, where youll provide expert technical support to our financial advisers (Partners) regarding some or all of the following; Tax, Trusts, Pensions, Protection and Investments. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers. * Proven experience in a financial services technical support or advice environment. In this role, youll be a trusted specialist, helping our Partners and their support staff resolve complex technical queries and ensuring we maintain the highest standards of advice and service across the SJP Partnership. Youll play a key part in developing and improving our technical guidance frameworks and contributing to the continuous evolution of our ...
        Were looking for a skilled and knowledgeable Advice Support Consultant to join our team, where youll provide expert technical support to our financial advisers (Partners) regarding some or all of the following; Tax, Trusts, Pensions, Protection and Investments. The ideal candidate is proactive, collaborative and eager to stay ahead of industry and regulatory changes to deliver the best possible support to our Partnership of financial advisers. * Proven experience in a financial services technical support or advice environment. In this role, youll be a trusted specialist, helping our Partners and their support staff resolve complex technical queries and ensuring we maintain the highest standards of advice and service across the SJP Partnership. Youll play a key part in developing and improving our technical guidance frameworks and contributing to the continuous evolution of our ...
        more

        Paraplanner (Wealth Managment)

        Ernest Gordon Recruitment
        Weston-Super-Mare (BS22)
        £35000 - £40000 per annum + Career Development + 33 days holiday
        Paraplanner (Wealth Management) Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. * Experience working in a Financial Administrator or Paraplanner role within financial services £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years - Weston-Super-Mare
        Paraplanner (Wealth Management) Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. The Paraplanner plays a crucial role in the business, supporting advisers through both the technical and practical delivery of the financial planning process. This role would suit a Paraplanner looking to progress withing a collaborative wealth management company which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with service. * Experience working in a Financial Administrator or Paraplanner role within financial services £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years - Weston-Super-Mare
        more
        FEATURED

        Paraplanner

        Equals One Ltd
        Bristol (BS9)
        From £40,000 to £65,000 per annum £
        Our existing paraplanner has needed to step back her days, so we have a need for your expert help. Salary Range: £40K-£65K pa - Location: working from home - Working days/ hours: flexible depending on the candidate - An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms offering a combination of great unencumbered advice with a highly personalised client service. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has ...
        Our existing paraplanner has needed to step back her days, so we have a need for your expert help. Salary Range: £40K-£65K pa - Location: working from home - Working days/ hours: flexible depending on the candidate - An exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London. We advise 150 families with over £140M under management and are seeking a focused and dynamic team player to helps us meet the ongoing advice needs of our clients. In the words of TRAP, we are one of those few full-fat financial planning firms offering a combination of great unencumbered advice with a highly personalised client service. We are looking for you to come in and help lead us in all things paraplanning. We have a brilliant client base, our data and systems are in good order, but our dip in the AI waters has ...
        more

        Customer Experience Coordinator

        Travel Trade Recruitment
        Bays Hill, Cheltenham (GL50), GL50 1AF
        £27000 - £28500 per annum + Remote, travel benefits and much more
        As a Customer Experience Coordinator you will offer meticulous service and attention to detail, because the holiday experience starts from the moment of enquiry & booking. Bespoke Tour Operator who curate amazing itineraries for their high-end clientele, are speaking a Customer Experience 'Guru' who will handle the client journey from booking, to travel, and back. Working remotely, but with monthly collaborative working for a couple of days, this is the perfect role for an on-and-out travel customer experience expert, use to dealing with HNW clients. * Contribute ideas and practical improvements to customer experience processes, templates, and ways of working as the business grows * Significant, hands-on direct customer experience, ideally within the travel industry - you are an out-and-out Customer Experience professional
        As a Customer Experience Coordinator you will offer meticulous service and attention to detail, because the holiday experience starts from the moment of enquiry & booking. Bespoke Tour Operator who curate amazing itineraries for their high-end clientele, are speaking a Customer Experience 'Guru' who will handle the client journey from booking, to travel, and back. Working remotely, but with monthly collaborative working for a couple of days, this is the perfect role for an on-and-out travel customer experience expert, use to dealing with HNW clients. * Contribute ideas and practical improvements to customer experience processes, templates, and ways of working as the business grows * Significant, hands-on direct customer experience, ideally within the travel industry - you are an out-and-out Customer Experience professional
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        Operations Administrator

        Ernest Gordon Recruitment
        Bristol (BS1)
        £30000 - £32000 per annum + Progression + Mon - Fri + Permanent
        Keywords: Business, Administration, Process Improvement, ISO, Admin, QA, Quality, Training, Administrator, Coordinator, Health and Safety, Operations, Bristol, Newport, Yate, Weston-Super-Mare, South West, Training - Do you have a background in Operations Administration or similar? This varied role will see you responsible for covering a range of business functions including operations, health and safety, quality assurance and training. This role would suit a candidate with a background in Operations administration or similar, looking for a key role with a growing family business who offer an excellent working environment, development and potential progression. * Operations, H & S and Quality Administration * Background in Business or Operations Administration £30,000 - £32,000 + Progression + Mon - Fri + Permanent + Benefits - Bristol - Are you looking for a permanent role with a rapidly expanding construction company who ...
        Keywords: Business, Administration, Process Improvement, ISO, Admin, QA, Quality, Training, Administrator, Coordinator, Health and Safety, Operations, Bristol, Newport, Yate, Weston-Super-Mare, South West, Training - Do you have a background in Operations Administration or similar? This varied role will see you responsible for covering a range of business functions including operations, health and safety, quality assurance and training. This role would suit a candidate with a background in Operations administration or similar, looking for a key role with a growing family business who offer an excellent working environment, development and potential progression. * Operations, H & S and Quality Administration * Background in Business or Operations Administration £30,000 - £32,000 + Progression + Mon - Fri + Permanent + Benefits - Bristol - Are you looking for a permanent role with a rapidly expanding construction company who ...
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        FEATURED
        On behalf of our client we are seeking a Financial Services Administrator. As superb well-established organisation within the financial services industry who genuinely look after their staff. Our client is looking for an experiencedadministratorwho has ideally gained experience withinthe financial services sector. They are also looking for someone who is friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts) The Company
        On behalf of our client we are seeking a Financial Services Administrator. As superb well-established organisation within the financial services industry who genuinely look after their staff. Our client is looking for an experiencedadministratorwho has ideally gained experience withinthe financial services sector. They are also looking for someone who is friendly, professional personality with excellent interpersonal skills, confident and assertive nature with strong customer service skills and great organisation. 28 Days Annual Leave (plus 8 days Bank Holidays), Discretionary Annual Bonus, 10% pension, Life Cover (Death in Service), Critical Illness Cover, Option to join BUPA Healthcare & BUPA Dental, Cycle to Work Scheme, Car Scheme, Staff Rates on Investments, Employee Assistance Programme, Sharesave Scheme Discount Gym Membership, My Rewards Employee Scheme (Retail Discounts) The Company
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        If you are an experienced Commercial Account Executive looking for a place you can really make your mark and build relationships with SME to Mid-Market businesses in the South West. I'm excited to be working with one of the fastest growing independent Brokers in the UK. Working in a small team, your voice will be heard and you will be given ample opportunity to grow and progress your career. * Generate new business. * Perform fact-finds with your prospects to understand their business and scalability. * Be able to close the deal and sign the prospect as a new client. * Continue to build long-lasting, highly credible relationships with all clients you sign, as you will continue to be their point of contact moving forwards. * Be motivated to develop new business opportunities by networking and growing your portfolio, whilst still maintaining exceptional standards of relationship management ...
        If you are an experienced Commercial Account Executive looking for a place you can really make your mark and build relationships with SME to Mid-Market businesses in the South West. I'm excited to be working with one of the fastest growing independent Brokers in the UK. Working in a small team, your voice will be heard and you will be given ample opportunity to grow and progress your career. * Generate new business. * Perform fact-finds with your prospects to understand their business and scalability. * Be able to close the deal and sign the prospect as a new client. * Continue to build long-lasting, highly credible relationships with all clients you sign, as you will continue to be their point of contact moving forwards. * Be motivated to develop new business opportunities by networking and growing your portfolio, whilst still maintaining exceptional standards of relationship management ...
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        How many permanent Trustpilot jobs are there in Bath?
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