127 Banking & Finance jobs local to Bath 

Paraplanner - Bath

Bath

Providing a full technical support function to the Advisors, you will be responsible for the research, recommendation and compilation of Financial planning reports. With a strong focus on providing an....

Updated 26th May 2012 - Ref: 81988206 -

IFA - Bath

Bath, Somerset

All back office support is provided by this RDR compliant firm allowing you to get out and give quality advice to both your private and corporate clients. Job descriptionBased at the company s plush office, you will provide independent financial advi....

Updated 26th May 2012 - Ref: 83265626 -

Tax Executive Bath

Bath, Somerset

In this role you will act as day-to-day point of contact, provide a full and personal tax compliance service. A team player with excellent communication skills, you will have a good standard of education, and be AAT ATT qualified CTA is desirable. Yo....

Updated 26th May 2012 - Ref: 82907025 -

Mortgage Consultant - Bath

Bath, Somerset

Who have an enviable reputation within the industry. They offer exclusive mortgage deals and whole of market access. Offering a great starting package, with a clear route for financial progression and career development. To qualify you will - Be full....

Updated 26th May 2012 - Ref: 83174800 -

Mortgage Consultant - Bath

Bath

ARE YOU LOOKING TO FAST TRACK YOUR MORTGAGE CAREER WITHIN A REPUTABLE ESTATE AGENCY?DO YOU HAVE INDUSTRY EXPERIENCE AND HAVE FULL CeMAP QUALIFICATIONS....

Updated 26th May 2012 - Ref: 83017255 -

Tax Associate

Bath

To ensure that the assignment is undertaken in accordance with the pre-assignment instructions, and to carry out complex aspects of the assignment efficiently, thoroughly and in accordance with the firm s procedures. To ensure tax quality at all time....

Updated 26th May 2012 - Ref: 83037191 -

Paraplanner

Bath, Somerset

Responsibilities ? To act as primary point of contact for all technical enquiries taking account of changing legislative and regulatory requirements ? Work alongside Colleagues to ensure delivery of an exceptional client experience ? Assist with info....

Updated 26th May 2012 - Ref: 83026293 -

Pensions Analyst

Bath

You will have extensive knowledge of corporate pensions and the ability to perform scheme calculations manually.Ideally you will have an industry recognised qualification such as PMI or QPA although this is not....

Updated 26th May 2012 - Ref: 83181987 -

Ifa

Bath, Somerset

This means identifying and meeting customer needs with particular emphasis on protection, pension, investment and insurance products available through the bank?s UK branch network, whilst consistently treating customers fairly (TCF). This is a regula....

Updated 26th May 2012 - Ref: 83380728 -


 

Investment Adminintrator

Bath

The Investment Administrator will be responsible for Management of Fund and Equity Trade settlementDeliver of bank paymentsWorking closely with other internal and external departmentsDelegating and monitoring finance workloadAssisting with reconcilin....

Updated 26th May 2012 - Ref: 83321865 -

General Advisor - Bath Area

Bath

Our success is based on a simple but massively important principal ? a fair deal for everyone. You will provide a cashiering and hosting service that ensures all our customers receive an excellent service whilst identifying their needs. To do this su....

Updated 26th May 2012 - Ref: 83181330 -

Client Service Executive, Bath

Bath, Somerset

This person will play a proactive part in shaping the business and adding real value to the team. Our client is looking for a strong communicator with a professional and organised approach. It s crucial that you demonstrate exceptional interpersonal ....

Updated 26th May 2012 - Ref: 83243272 -

Savings and Service Advisor - Bath

Bath

This requires adopting a personal approach to Customer Service through one-to-one advisory meetings to discuss the customer?s individual financial needs. You will also be required to identify opportunities for Mortgage Advisors and other in-branch co....

Updated 26th May 2012 - Ref: 83129700 -

Savings & Service Advisor - Bath

Bath, Somerset

Our Client is a highly respected corporate company within the banking and building society arena who pride themselves on customer satisfaction and service. They are currently looking for a driven sales individual to join their existing strong branch ....

Updated 26th May 2012 - Ref: 83172997 -

Savings and Service Advisor - Bath

Bath, Somerset

You will be a professional and driven individual, providing an excellent level of service to the Society s members by identifying and satisfying their needs by promoting and selling the Society?s wide range of financial products. This requires adopti....

Updated 26th May 2012 - Ref: 83381813 -

Trainee IFA

Bath

You will be supported through completing your qualifications and will be working closely with professionals to ensure that you are gaining the best skills required for success in the role.Skills required Previous Sales experience within a tied or Ind....

Updated 26th May 2012 - Ref: 83166016 -

Trainee IFA

Bath

Updated 26th May 2012 - Ref: 82435423 -

Financial Analyst

Bath

Providing management information and analysis to both external and internal parties.Responsibilities include Preparation of weekly and monthly management information to allow review of business activity.Assist with the preparation of monthly manageme....

Updated 26th May 2012 - Ref: 83091402 -

Trainee IFA

Bath

Updated 26th May 2012 - Ref: 82435355 -

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