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2 Trustpilot jobs in South West + 20 miles
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One of the UK's most trusted (Trustpilot reviews)
One of the UK's most trusted (Trustpilot reviews)
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One of the UK's most trusted (Trustpilot reviews)
One of the UK's most trusted (Trustpilot reviews)
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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.
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This Trainee Financial Advisor position is a rare opportunity to enter one of the most respected, rewarding, and high-earning careers within financial services. As a Trainee Financial Advisor, you will receive the training, experience, and support needed to develop into a trusted financial professional, with the opportunity to build a successful and highly respected career in financial services. Rather than being confined to administrative tasks, you will work closely with experienced Financial Advisors, observing live client interactions, contributing to financial planning processes, and gaining first-hand exposure to how tailored advice is delivered in a regulated setting. It is a structured launchpad into becoming a fully competent Financial Advisor, with defined development milestones, ongoing mentorship, and the opportunity to build a highly valuable and transferable skill set.
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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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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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Commercial Insurance Broker
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Understanding of commercial insurance policies such as Commercial Vehicle, Fleet, Employers Liability, Public Liability, Goods In Transit and Commercial Combined - Advising clients on their commercial insurance needs * Opportunity to join an established and highly regarded insurance brokerage * Friendly and supportive working environment within a specialist insurance sector * Previous experience working within an insurance broking or similar role - Negotiating renewal and new business insurance terms with insurers - Delivering a professional and responsive service throughout the insurance process - Whats in it for you? * Competitive salary with commission linked to performance * 31 days annual leave including bank holidays with additional days awarded for service * Pension scheme and Death in Service benefit following qualifying period - Must haves * Strong communication and customer service skills
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As a Business Tax Director, you will play a senior leadership role within the Business Tax Advisory team, building on the high standards and expectations set at Associate Director level. * Lead and grow the Business Tax compliance and advisory offering in Bristol, driving market presence and shaping the service line's strategic direction. * Provide inspirational leadership to the Business Tax team, role-modelling Forvis Mazars' values and competency expectations across Self & People, Client & Performance, Leadership, and Expertise. * ACA and/or CTA qualified (or equivalent), with extensive experience advising mid-market businesses on corporate tax matters. Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. This role is pivotal to the continued expansion of our advisory and compliance offering, particularly to mid-market companies ...
As a Business Tax Director, you will play a senior leadership role within the Business Tax Advisory team, building on the high standards and expectations set at Associate Director level. * Lead and grow the Business Tax compliance and advisory offering in Bristol, driving market presence and shaping the service line's strategic direction. * Provide inspirational leadership to the Business Tax team, role-modelling Forvis Mazars' values and competency expectations across Self & People, Client & Performance, Leadership, and Expertise. * ACA and/or CTA qualified (or equivalent), with extensive experience advising mid-market businesses on corporate tax matters. Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. This role is pivotal to the continued expansion of our advisory and compliance offering, particularly to mid-market companies ...
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Senior Property & Package Underwriter
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.
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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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 ...
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Claims Handler - Corporate and Commercial
Claims Handler - Corporate and Commercial
Opus Enterprise Ltd T/A Real Recruitment
Bristol (BS1)
£30,000 per annum Hybrid / Bristol + Excellent Benefits
This is a fantastic opportunity for a Claims Handler looking to progress their career by growing team in a supportive environment where your contribution is valued, and your skills can develop further within a global insurance business. As a Claims Handler you will support the wider Claims team in managing insurance claims from first notification through to settlement and closure. Real Recruitment is excited to be working on behalf of our client to recruit a Claims Handler. The role involves handling claims directly and via TPAs, maintaining accurate records, liaising with brokers, lawyers and insureds, managing diaries and financial updates, and supporting reporting and process improvements. * Collaboration with Claims, Operations, andFinance and other key stakeholders to ensureconsistency in claim handling and policyapplication
This is a fantastic opportunity for a Claims Handler looking to progress their career by growing team in a supportive environment where your contribution is valued, and your skills can develop further within a global insurance business. As a Claims Handler you will support the wider Claims team in managing insurance claims from first notification through to settlement and closure. Real Recruitment is excited to be working on behalf of our client to recruit a Claims Handler. The role involves handling claims directly and via TPAs, maintaining accurate records, liaising with brokers, lawyers and insureds, managing diaries and financial updates, and supporting reporting and process improvements. * Collaboration with Claims, Operations, andFinance and other key stakeholders to ensureconsistency in claim handling and policyapplication