Client Records Jobs in Bristol

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Customer Service Team Leader (eb)

Pib Group

profile Bristol - UK

PIB Group are looking for a Customer Support Team Leader to join our growingEmployee Benefits team the key purpose of this role will be to run a team providing Customer Support to our technology clients & their employees whilst focussing on the monitoring technology in place and how this links to ou...

20 days ago
Full Time

Investment Manager

Evelyn Partners

profile Bristol - UK

Investment Manager What will you be doingWere seeking an ambitious individual to join our Investment Management team in Bristol.  This is an exceptional opportunity to join a hi-profile team where you will have substantial client contact and become the main point of contact for clients as you build...

22 days ago
Full Time

Ifa Client Administrator

Evelyn Partners

profile Bristol - UK

Client Administrator within Financial Planning What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Bristol you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a...

28 days ago
Full Time

Client Administrator

Evelyn Partners

profile Bristol - UK

Client Administrator Financial Planning What will you be doingWere seeking an ambitious individual to join our Financial Planning team in Bristol you will be responsible for providing full administrative support to Financial Planners as well as building relationships with clients to deliver a posit...

30+ days ago
Full Time

Associate Director Financial Planning

Evelyn Partners

profile Bristol - UK

What will you be doing Were seeking a talented individual to join our Financial Planning team in Bristol.  As part of a large / highly successful FP team you will have all of the support & resources to really accelerate your career plus work with some of the largest clients.  If you are able to gene...

30+ days ago
Full Time