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2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Automation Engineer will support business applications and drive automation initiatives using Python and Azure services to enhance operational efficiency.
Top Skills: APIsAzure DevopsAzure ServicesPostgresPower BIPower PlatformPythonSnowflakeSQL Server
2 Days AgoSaved
In-Office
Fareham, Hampshire, England, GBR
Mid level
Mid level
Fintech • Software • Financial Services
The Financial Planning Administrator supports the financial planning team by managing client submissions, processing claims, maintaining client records, and providing administrative assistance to enhance team efficiency.
Top Skills: Crm Systems
2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
The Head of Compliance leads the compliance function, ensuring regulatory standards and ethical practices across the IFA business, managing the compliance team and monitoring activities.
2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
The role involves leading and coaching a financial planning administration team to deliver efficient and compliant support, drive performance improvements, and ensure client satisfaction and regulatory compliance.
Top Skills: Intelligent Office (Io)
2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Mid level
Mid level
Fintech • Software • Financial Services
The Client Services Administrator is responsible for managing client inquiries, fostering relationships, ensuring compliance, and supporting Financial Planners in a financial services environment.
Top Skills: Intelligent Office
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2 Days AgoSaved
In-Office
Liverpool, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
The Financial Planning Support Team Leader will coach and lead a high-performing administration team, focusing on delivering compliant support, driving performance through KPIs, and fostering continuous improvement while ensuring client outcomes and regulatory standards are met.
2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
As an Experienced Mortgage Adviser, you'll provide independent mortgage and protection advice, manage client relationships, and lead mortgage strategy in a hybrid work environment.
Top Skills: CemapCii Certificate In Mortgage AdviceIt Systems
2 Days AgoSaved
In-Office
Cheltenham, Gloucestershire, England, GBR
Mid level
Mid level
Fintech • Software • Financial Services
The Financial Planning Administrator supports the financial planning team by managing new business submissions, processing claims, updating client records, and providing general administrative assistance for efficient client service delivery.
Top Skills: Crm Systems
2 Days AgoSaved
In-Office
Liverpool, England, GBR
60K-60K
Senior level
60K-60K
Senior level
Fintech • Software • Financial Services
The role involves leading a team of Paraplanners, ensuring compliance, coaching staff, handling complex cases, and improving processes.
Top Skills: Cash Flow Modelling SystemsCii/Pfs Chartered StatusFe AnalyticsIntelligent Office (Io)
2 Days AgoSaved
In-Office
Fareham, Hampshire, England, GBR
Senior level
Senior level
Fintech • Software • Financial Services
Lead and coach a financial planning support team, ensuring compliance and efficient operations while driving performance through KPIs and innovation.
Top Skills: Intelligent Office (Io)
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