Financial Services Manager Jobs in Burnham-on-Sea
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Search results - Financial Services Manager Jobs in Burnham-on-Sea
Recruit UK | Certified B Corp™-Burnham-on-Sea
planning or IFA environment
Proficient in using financial advice software
Financial Services
Achieve together-Burnham-on-Sea
Recognition schemes, team events and social activities
Employee discount schemes across a range of retailers and services
Wagestream - a financial health app that gives you the ability to receive optional pay advances
Staff incentive schemes such asRefer...
mindmatch.ai -
Recruit UK | Certified B Corp™-Burnham-on-Sea
planning or IFA environment
Proficient in using financial advice software
Financial Services
Recruit UK-Burnham-on-Sea
with experience in financial planning administration.
Your duties will include:
• Preparation of client packs and issuing appointment emails/letters
• Managing client data, updating records and maintaining compliance documentation
• Liaising with clients...
Recruit UK | Certified B Corp™-Burnham-on-Sea
planning or IFA environment
Proficient in using financial advice software
Financial Services
Recruit UK | Certified B Corp™-Burnham-on-Sea
operations within the firm. This role is ideal for an organised professional with experience in financial planning administration.
Your duties will include:
• Preparation of client packs and issuing appointment emails/letters
• Managing client data...
joblookup.com -
Recruit UK | Certified B Corp™-Burnham-on-Sea
planning or IFA environment
Proficient in using financial advice software
Financial Services
Recruit UK | Certified B Corp™-Burnham-on-Sea
in and outArrange appointments and manage online meetings and diary management for directorsOptimisation of Intelliflo back-office softwareBenefits:Salary up to £45,000Support with obtaining Chartered statusHybrid policy an optionProgression if desired to financial...
Royal Mail-Burnham-on-Sea
maternity pay, paternity leave, adoption leave and shared parental leave
• Your Wellbeing
• you and your family have 24/7 free access to services and tools to help support your physical and mental health, including financial and social support and advice...
dwp.gov.uk -
Recruit UK | Certified B Corp™-Burnham-on-Sea
planning or IFA environment
Proficient in using financial advice software
Financial Services
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