A leading Financial Planning firm in Bath is seeking an Independent Financial Adviser to deliver tailored financial solutions. The role requires a commitment to obtaining Chartered status and the capacity to proactively develop client relationships. The successful candidate will join a dynamic team offering comprehensive benefits, including a pension scheme, flexible leave options, and a...
Job Description Private Client Solicitor Bath or Bristol This Legal 200 law multi office law firm with a successful, established private client team is looking to recruit a qualified solicitor or legal executive at associate-level to support its continued growth. This is an excellent opportunity to join a collaborative and approachable team, working on a wide-ranging caseload for a diverse...
An accountancy practice in Clifton is currently recruiting a Client Manager to join their team. This is an excellent opportunity for anyone looking to further their career within this field working for a well-established practice offering hybrid working and 25 day holiday allowance. Duties will include: - Finalising accounts for sole traders, limited companies and partnerships - Overseeing...
EXCLUSIVE OPPORTUNITY - Director of Client Development & Marketing Ambition is delighted to be partnering exclusively with Charles Russell Speechlys, a leading international law firm known for its deep client relationships, strategic clarity and people‑centred culture. They operate at the intersection of private capital, family enterprise and business, and are widely recognised for their...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider. About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of...
Private Client Tax Director Department: Personal Tax Employment Type: Permanent Location: Bath Description About Monahans is a leading provider of accounting and business advisory services in the South West, with a rich heritage spanning over 120 years. With a network of offices across Wiltshire and Somerset, we are committed to helping businesses thrive by combining our traditional values...
A leading UK brokerage is looking for a Protection Adviser to deliver exceptional support and advice to clients. This role involves managing warm leads, providing protection advice, and fostering long-term client relationships. Successful advisers often earn nearly double the industry average and have opportunities for career growth. Join a supportive and customer-focused culture where your...
A flexible, desk-based advice role with a respected firm, offering autonomy, client engagement, and work-life balance. The Private Office is seeking a Financial Adviser to take ongoing servicing responsibility for a growing portfolio of clients in a desk-based capacity. This role is ideal for individuals who value professional autonomy and wish to maintain a high standard of client service while...
CASS MANAGER – GOOD EXPERIENCE OF FCA CASS REGULATIONS REQUIRED £100K - £120K plus bonus & benefits Hybrid (Bath) REF:4163DWe are recruiting for our client, a leading Financial Services Group, recruiting an experienced CASS Manager with strong CASS knowledge, in particular CASS 6, 7 and 8. Managing a small team, duties will include; Support the design and implementation of a first line CASS...
IntroductionAre you a Paraplanner looking to join a growing, award-winning financial planning firm where your technical expertise is truly valued? At Saltus, we’re passionate about helping people build a better relationship with their wealth and we’re looking for someone like you to help us deliver on that mission.We’re excited to be expanding our presence and as part of this growth, we’re...
A prestigious law firm in Bath is seeking a Senior Associate / Legal Director specializing in Succession & Tax. This role involves managing a diverse caseload, including providing tax and estate planning advice to high net worth clients, and advising on succession planning. The ideal candidate will have significant experience in private client work and leadership skills to supervise junior staff....
Vulnerable Client SolicitorJoin to apply for the Vulnerable Client Solicitor role at EMG Solicitors | B CorpTM We are looking for an experienced solicitor in private client work to specialise in cases involving vulnerable clients, including those lacking capacity or with protected needs. This role can be based at any of our offices across the UK; you may travel as required. Full‐time (35...
CASS MANAGER – GOOD EXPERIENCE OF FCA CASS REGULATIONS REQUIRED £100K - £120K plus bonus & benefits Hybrid (Bath) REF:4163DWe are recruiting for our client, a leading Financial Services Group, recruiting an experienced CASS Manager with strong CASS knowledge, in particular CASS 6, 7 and 8. Managing a small team, duties will include; Support the design and implementation of a first line CASS...
Mortgage, Protection & Homebuying AdviserFirst Mortgage – One of the UK’s Most Trusted BrokeragesFull-Time | Employed | Salary - £32,500.00 - £140,000 per year - Uncapped commission⭐ Why Join First Mortgage?We give advisers more support, more time with clients and more earning potential.Here’s what makes us stand out on day one: * Clients booked directly into your diary * Admin & post-application...
IntroductionWe are looking for a high-calibre planning support administrator to join our team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.Why Saltus?Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being...
A reputable law firm in Bath or Bristol is seeking a Private Client Solicitor or legal executive at associate-level to join their established private client team. This role offers hybrid working, strong prospects for progression, and the chance to contribute meaningfully within a well-regarded department. Responsibilities include advising on probate and estate matters, drafting wills, and...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which...
We have a fantastic opportunity for an Independent Financial Adviser to join our clients firm based in Bath . This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a comprehensive suite of services, including retirement...
About Servaada, a Wipro company: Servaada is Wipro's UK entity, authorised by the FCA (the UK financial services regulator) to undertake regulated activities on behalf of its clients, as an outsourced service provider.About the Role: Client Services Administration plays an integral role in ensuring that Servaada provides award-winning service. It is currently made up of five teams, each of which...
Protection AdviserFirst Mortgage – One of the UK’s Most Trusted Brokerages (Trustpilot)Full-Time | Employed | Salary - £32,500.00-£140,000 per year - Uncapped commission⭐ Why Join First Mortgage?We give advisers more support, more time with clients and more earning potential.Here’s what makes us stand out on day one: * Clients booked directly into your diary * Admin & post-application support (we...