Total 16 Customer Service job vacancies in Bristol, Bristol, BS1 1NH

Clinical Practice Objectives 1. To assist with the care, treatment and rehabilitation of service users within designated clinical areas, as directed.2. Assist in the maintenance of a safe therapeutic environment beneficial to the needs of the service users, relatives carers and others.3. Contribute to the team approach to patient care, providing accurate and relevant feedback to registered staff and named nurses: participate in team discussions and meetings regarding care of service users.4. Participate in the application of care plans, ensuring interventions and observations are communicated effectively to Nurse in Charge and act as an associate nurse.5. Assist in the supervision of other health care and support staff as directed by line manager.6. Play a part in preparation of risk assessments; ICPA/SAP to people who present with mental health problems. Education & Health Promotion Objectives 1. To keep up to date with changing practices and attend relevant training appropriate to the role as directed. Promote positive attitudes towards mental health. This will include:a) Attend regular statutory training and updates.b) Participate in appraisal and supervision processes from identified Senior practitioner.c) Contribute to the learning environment of staff undergoing training and new team members as directed.d) Maintain Health and Safety in accordance with the Health and Safety at Work Act (1974).e) Work to the Clinical, Personnel and other Policies and Procedures of AWP Trust. Finance and Workforce Objectives 1. To play a role in making best use of available workforce resources based on agreed staffing models and contributing to provision of best care possible.2. Follow Trust and Service Policies relating to the security of the building/clients, to ensure safe practice and protection of clients, staff, visitors and members of the general public.3. Play a part in the service provision that is both safe and therapeutic within span of knowledge.4. Supervise the work of Band 2 HCAs and others, as appropriate.5. Contribute to the development of other support staff.6. Effective time management. Record Keeping and Administration Objectives 1. To maintain standards of record keeping and associated administration in accordance with AWP Trust Policy and local joint arrangements and professional guidelines. This will include:2. The upkeep of contemporaneous, chronological and accurate mental health records in accordance with relevant NMC Guidelines and Trust Policy.3. Work under the direction of Essence of Care lead.4. Contribute to the achievement of Controls Assurance Standards relating to Records Management within their span of control. Practice Development & Clinical Audit Objectives 1. To participate with support of registered nurse to clinical audit and comply with activity as outlined in The Essence of Care.

For a more detailed job description, main responsibilities, and person specification, please refer to the job description document attached to this vacancy.

Customer Account Manager

Bristol

We are seeking a dynamic and results-oriented Customer Account Manager to join our team. This hybrid role involves overseeing and nurturing relationships with key temperature-controlled customer accounts primarily located in West Wales, Newport, and Bicester. The role requires regular travel between depots and customer premises for face-to-face meetings, combined with some working from home.

The position of Customer Account Manager involves:

• Oversee and nurture relationships with our key temperature controlled customer accounts, primarily located in West Wales, Newport & Bicester ensuring their needs are met and expectations exceeded. (This is a hybrid role with some working from home)
• Travel between our depots and customer premises for face-to-face meetings, ensuring clear communication and understanding of requirements.
• Reporting directly to the General Manager, you will assist in the realisation of group strategies and drive an agenda of continuous improvement, solution optimisation and sustainability.
• Collaborate closely with operations managers to align strategies and ensure seamless customer service delivery.
• Conduct weekly calls/meetings with customers to review performance, address concerns, and explore opportunities for growth.
• Liaise with depot customer service teams to ensure timely and efficient resolution of customer queries and issues.
• Work closely with Sales and Business Development Manager to develop strategies for account retention and expansion.
• Facilitate the smooth onboarding process for new customer accounts, ensuring a seamless transition and alignment with their expectations.
• Collaborate with our partners to meet sales targets and maintain a customer-centric focus, leveraging collaboration and opportunities for mutual growth.
• Utilise Excel database to track account information, performance metrics, and sales data to inform strategic decision-making and identify areas for improvement.

Essential Skills required for Customer Account Manager:

• Proven experience in key account management, preferably in the logistics or transportation industry.
• Strong interpersonal and communication skills, with the ability to build rapport and trust with customers and internal stakeholders.
• Strong strategic focus and continuous improvement experience.
• Excellent organisational skills and attention to detail, with the ability to manage multiple accounts and priorities effectively.
• Working to deadlines.
• Solution driven and Flexible approach to your work.
• Able to work as part of a team and on own initiative.
• Highly proficient with MS packages to include, Word, Excel, PowerPoint and Outlook.

Why Gregory Distribution?

• Remuneration package worth between £50,000pa - £55,000pa, depending on experience. Plus company car allowance.
• Hours of work: Monday to Friday, from 08:00hrs to 17:00hrs.
• Excellent holiday allowance and company benefits.
• Life assurance, pension and sickness scheme*
• Additional holiday purchasing scheme*
• Retail discounts with Hapi*

• Retail Trust Wellbeing Support*
• Opportunity to develop your career within an expanding business.
• Excellent holiday allowance and company benefits.
• Life assurance, pension and sickness scheme*
• Christmas Savings Club*
• Black Circle Tyre discount*
• Leading industry qualifications*
• This vacancy is not entitled to the employee referral scheme.
• Free Uniform.
• Strong culture of teamwork.

So if you have the drive to be the best and want to be a part of a flourishing and ambitious company, apply now for this vacancy.

Please submit your application as soon as possible; due to the high volumes of applications we receive, and we reserve the right to close any adverts before the closing date once we have received sufficient applications.

The Gregory Group require all applicants to be eligible to work in the UK with no restrictions, as we are unable to offer sponsorship/work visas. You will be required to provide proof of Right to Work at interview stage.

Interested applicants for the Customer Account Manager position should click the apply button below. For any queries in relation to the vacancy please contact our Recruitment Team on . Please take into account that our Recruitment Team work Monday to Friday 08:30hrs - 17:00hrs, so we will get back to you as soon as we can.

External Website Applications: You will be redirected to the Gregory distribution Website where you can apply for this vacancy. You will be asked to complete a short application form and will receive email confirmation when it has been submitted.

Note to recruitment agencies: We prefer to recruit direct, but we do have a Preferred Supplier List for when we need a helping hand. We'll be in touch if we need you.

*Subject to terms and conditions

The principal purpose of the job is to improve the health & wellbeing of people with Dementia and/or mental health difficulties. This will be achieved by: Active involvement in and role modelling the delivery of high-quality, safe and compassionate care as an effective member of the multi-disciplinary team. Promoting and enabling a person-centred approach to care home staff, family members/ Carers Organising and managing a defined caseload to working independently being guided and supported by a clinical member of staff and will access Clinical supervision Seeking advice and expertise of a registered practitioner when required through the use of regular managerial and clinical supervision in accordance with Trust policy. Supporting people to work toward agreed objectives within a care plan developed and agreed with the service user and/or carer where possible. Communication and Working Relationship Skills To communicate in a skilled and respectful manner with clients, families and carers who may have specific difficulties in understanding and/or communicating and who may be distressed / present with challenging behaviour. To participate in clinical meetings and to work collaboratively with other colleagues in the multi-disciplinary team. To maintain appropriate professional boundaries whilst recognising abilities and limitations of own competence To communicate complex and sensitive condition related information concerning the assessment, treatment and risk factors To establish and maintain clear and professional relationships with others at all times. To liaise and work collaboratively with a range of other professionals in statutory and non-statutory organisations agencies. Provide a high standard of written and verbal communication that is clear and in line with Trust documentation standards. Analytical and Judgemental Skills Recognise own clinical competencies, knowledge base and experience, and ensure that you practice within this and seek support as required. To make informed and well-reasoned decisions, recognising when to seek further advice from a registered practitioner. Undertake risk assessments and determine the appropriate course of action, which has taken into consideration a range of possible options. Where necessary, ensure that consultation with senior colleagues is undertaken Recognise and take action to deal with any situations which may provide a conflict of interest. Planning and Organisational Skills To organise, plan and prioritise own workload under distant guidance of a registered practitioner. To provide evidence based advice, guidance and consultancy to patients, family members, carers and professionals within standard protocols. Planning, co-ordination and review of services including active reviews and review of placements as delegated by other registered practitioners Organise clinical meetings and ensure that interventions/services are planned in an integrated and co-ordinated manner to best support the client/carers, this may include liaison with external agencies. Responsibility for Patient/Client Care, Treatment and Therapy To promote and uphold the privacy, dignity, rights, health and wellbeing of clients and their caregivers at all times. To comply with Trust policies and procedures and the Code of Conduct for Health Care Support Workers Be able to implement a range of interventions consistent with a person-centred approach where the needs of the individual are held as central, and their involvement is proactively encouraged. Provide evidence-based clinical advice in relation to the individuals in the care of the team. Ensure that appropriate action is taken for safeguarding adults and children under the guidance of a Practitioner. Maintain up-to-date clinical records in a timely and accurate manner in accordance with Trust policy. Responsibility for Policy and Service Development Implementation To follow Trust policy guidance in relation to your team and role and to comment on proposed policy changes and service developments. Actively embrace change, respond positively to new priorities and challenges, and look for opportunities for service development and improvement. To contribute to service development activities as required by line management to improve the quality of care offered by the team. Responsibility for Finance, Equipment and Other Resources Responsible for the safe use of any relevant equipment/resources in line with Trust Policy. Responsibility for Human Resources, e.g. Supervision, Training, HR Advice and Management Demonstrate personal responsibility and initiative for own learning and continuing professional development including core training in line with the Directorates Workforce Plan in accordance with Trust policy. Engage in reflective practice to monitor their own performance and progress and accept feedback from others to continue their ongoing development. To assist the work of other support workers, students or trainees as required. Actively engage with line management, clinical supervision and Personal Development Review Demonstrate personal responsibility and initiative for own learning and continuing professional development including core training in line with the Directorates Workforce Plan in accordance with Trust policy. Engage in reflective practice to monitor their own performance and progress and accept feedback from others in order to continue their ongoing development. To assist the work of other support workers, students or trainees as required. Actively engage with line management, clinical supervision and Personal Development Review. Responsibility for Information Resources and Administrative Duties To be responsible for using an email account to generate, monitor, and respond to the e-mail traffic by which the Trust conducts much of its internal communication. Ensure information resources including the Intranet are consulted regularly to maintain a current knowledge of Trust, Directorate and Team priorities and safety initiatives. Ensure information is shared with key stakeholders and other agencies in a secure manner Responsibility for Research and Development To contribute to any relevant Research and Development activities as undertaken within the team. Freedom to Act To work within the Trust operational policies and service specifications of the team. Organising and managing a defined caseload to working independently into Care Homes being guided and supported by a clinical member of staff and will access Clinical supervision and working within standard protocols/ integrated care pathways Any Other Specific Tasks Required Undertake all necessary academic study and work-based training associated with the post. Undertake any other reasonable management request

About Us
Care Plus Recruit Ltd is a trusted temporary staffing agency providing healthcare professionals to care homes and other healthcare settings. We are committed to delivering high-quality care services by partnering with skilled and compassionate Health Care Assistants.

Job Summary
As a Health Care Assistant, you will provide person-centered care to individuals, ensuring their physical, emotional, and social needs are met. You will work in various care home settings, adhering to their policies and procedures while maintaining the highest standards of professionalism and care.

Key Responsibilities
~Assisting residents with daily living activities, such as bathing, dressing, and feeding.
~Supporting individuals with mobility and ensuring their safety and comfort.
Observing and reporting any changes in the resident's physical or mental condition.
Promoting dignity and respect in all aspects of care.
~Supporting with light housekeeping tasks and meal preparation as required.
Collaborating with the care home staff to deliver consistent and effective care.

What we require and provide
~A minimum of 6 months of experience in a similar role within the healthcare or care home sector.
~A caring and compassionate nature with excellent communication skills.
~Flexibility to work various shifts, including weekends and nights, if required.
~Mandatory training and an Enhanced DBS check
~Ability to follow policies and procedures and work as part of a team.

What We Offer
~Competitive hourly rates based on shift and location.
~Flexible working hours to suit your schedule.
~Ongoing training to enhance your skills and career development.

Customer Service Representative

£23,400

Monday-Friday, 8:30am - 6pm

Bristol Lake view, Bristol, BS34 8SW

So, what does the role entail?

You'll join a people and technology-driven business, taking inbound calls from customers about their life assurance, savings, investments, or pension plans. Whether assisting customers plan for retirement, accessing investments, updating personal information, or supporting families during bereavements, you'll ensure a seamless experience during the moments that matter.

Many new colleagues come from contact centres, retail, hospitality, or travel backgrounds, so financial services experience isn't required; comprehensive training will be provided.

We support our colleagues with competitive benefits:

• No weekend working.
• 31 days annual leave (including UK Bank Holidays).
• Annual discretionary bonus eligibility.
• Perks at Work (online discounted shopping).
• Car lease scheme and Jaguar Land Rover discount.
• Cycle to Work scheme and interest-free season ticket loans.
• Annual volunteering day.
• Supportive people policies for the moments that matter in life (Carer's Leave, Foster Leave, Fertility Leave, Retirement Leave).
• Wellbeing programme with health checks, nutritional advice, second medical opinion option, employee assistance programme and mental, physical, and financial support.
• Contributory pension scheme (up to 6% match), Group Life Assurance, and Group Income Protection.
• Personal and career development opportunities within Diligenta.

Join our team if you're…

• Passionate about delivering a seamless customer experience with empathy and respect, with the ability to remain calm under pressure.
• Someone who has excellent listening, verbal and written communication skills and able to simplify complex matters whilst providing outstanding service.
• A problem solver, flexible, and adaptable to changing priorities.
• Comfortable switching between multiple IT applications with attention to detail.
• Proficient in Microsoft Office (Word & Excel).
• Excited to work with great people and create a supportive workplace.
• Passionate about learning and sharing knowledge to enhance skills and develop best practices.

Who is Diligenta?

Diligenta makes a positive difference to the lives of millions, handling some of the most difficult and important calls a person can ever make. We are dedicated to being there to support customers in the moments that really matter in life and providing the best service every time. Established in 2005, we're proud to be the single largest provider of outsourced administration services to the UK Life Assurance and Pensions market.

We deliver exceptional customer service to customers on behalf of well-known brands including Lloyds Banking Group, The Phoenix Group, Standard Life, AVIVA, M&G Prudential and Nest, the UK government's workplace pension scheme. Our unique technology solution enables us to make a positive difference to the lives of over 23 million customers - that's 1 in 3 people in the UK!

Diligenta's innovation spans more than just technology; we look for new ways to innovate in customer service and client satisfaction too. Our ongoing and expected company growth offers opportunities for all our colleagues, and we're excited to welcome new people to be part of our journey.

Diligenta is proud to be a subsidiary of Tata Consultancy Service (TCS), part of the Tata Group.

Two form of entry primary school academy seeking a Learning Support Assistant to start as soon as possible:
• Employer– Christ Church C of E Primary School
• Location – Clifton, Bristol
• Salary - NPS 4-7 depending on experience (FTE £23-£24k, actual salary term-time only circa £19.5k plus pension benefits)
• Contract – Term-time only, 35 hours a week, part-time also considered. Hours worked 8.30am – 4.00pm or adjustments by agreement. Fixed-term contract until August 2025 in the first instance pending school budget review.
Would you like to work in a vibrant, nurturing and successful school? We are seeking a learning support assistant to work within our team, who can demonstrate their knowledge, skills and experience working with small groups and also with 1:1 children; autism specialism preferable but not essential. We wish to secure a candidate who will support the aspirations and ethos of our school, and join our friendly and supportive staff team.
The successful candidate will have:
• High expectations of pupils’ achievements and behaviour and a commitment to raising standards;
• Excellent interpersonal skills and a commitment to working flexibly as part of a team;
• Good organisational skills;
• The desire to work as part of a vibrant team working to build a school of excellence and opportunity;
• A good sense of humour;
• A knowledge and understanding of safeguarding all children.
In return we can offer:
• A welcoming and diverse community with exciting challenges;
• Responsive children who have an appetite for learning;
• Commitment to continuing professional development;
• The opportunity to work with a highly skilled, hardworking team who are incredibly supportive and sociable;
• An environment in which all individuals are valued;
• New building with modern facilities to provide an enriched curriculum.
We are committed to safeguarding the welfare of children and expect all staff to share this commitment. An enhanced DBS check is required for the successful applicant. Our school has due regard to the Equalities Act 2010 and seeks to appoint the best candidate and welcomes all applications regardless of race, ethnicity, gender, sexual orientation, disability and protected characteristics.
We would encourage you to visit our school and can be flexible with timings. Please phone our school office to book a tour and talk with our Headteacher. Closing date for applications 12noon Monday 9th December. Interviews will be held w/c 16th December.
For Job Applicants Data Privacy Notice, please see our website.

A Vacancy at University Hospitals Bristol and Weston NHS Foundation Trust.


The successful applicant will be a doctor wishing to develop their skills and knowledge of Medicine for Older People. This post would give excellent and broad experience for a pre-IMT or pre-registrar candidate. It would also be a great opportunity for a candidate interested in GP training to gain additional skills or a special interest.

The post will be whole-time (part time or job share will be considered, please contact to discuss).

The successful appointee will join the existing medical teams providing Medicine for Older People inpatient care.

The clinical fellow post available is detailed below. The post will start December 2024/January 2025

Clinical: Ward based duties to include routine review of patients, progressing care, prescribing, requesting and evaluating relevant tests, liaising with all medical and allied health professionals. The post-holders will have a Consultant Clinical Supervisor and encouraged to follow the training curriculum, including participation in appraisal. There will also be opportunities to attend clinics, undertake relevant procedures. The role will offer the opportunity to rotate between Medicine for Older People Wards.

Education: There are educational opportunities throughout the working week including clinical governance, frailty and liaison work.

Other opportunities include participating in departmental mortality and morbidity meetings, teaching, audits or quality improvement projects with support and supervision.

UHBW has been rated by the CQC as ‘Good’ - our staff are proud to deliver excellent care. As a forward-thinking multi-award winning Trust, our world-leading research and innovations are having a positive local and global impact. Our hospitals are spread across Bristol and Weston-super-Mare, join us and you can enjoy the very best of both worlds; city living within a stone’s throw of the countryside or beside the seaside, both with easy access to all that the South West has to offer.

A digital exemplar- Being appointed as a Global Digital Exemplar means we can realise this vision by implementing digital technologies that will help us to transform the way we work and how we relate to our colleagues, patients and partner organizations. Sustainable healthcare - We have joined the international movement to declare a climate emergency, recognising the impact climate change is having on the world. Climate change is labelled as the greatest threat to health in the 21st century, with a range of conditions related to heat, cold, extreme weather and air pollution predicted to rise.

To lead the way in healthcare the Trust has set ambitious goals to become carbon neutral by 2030. Access to further opportunities with the Trust - Apprenticeships are a great way to learn and earn on the job.

All job descriptions are subject to review. Post holders are expected to be flexible and be prepared to carry out any similar or related duties which do not fall within the work outlined. The Line Manager, in consultation with the post holder will undertake any review.

For the Full detailed job description please see the attached documents


This advert closes on Wednesday 11 Dec 2024

Proud member of the Disability Confident employer scheme

All job descriptions are subject to review. Post holders are expected to be flexible and be prepared to carry out any similar or related duties which do not fall within the work outlined. The Line Manager, in consultation with the post holder will undertake any review. For the Full detailed job description please see the attached documents

Your new company
A well known company based in central Bristol
Your new role
A receptionist to cover the main office in Central Bristol over the Christmas period, duties include:

• Greeting visitors and directing them to the appropriate member of the team
• Organise the front of house to look professional and presentable
• Manage incoming correspondence via emails and phone calls
• Ad hoc admin tasks to help around the office
• Be on site from 9am until 1pm over the Christmas period (minus bank holidays)

What you'll need to succeed

• A warm and friendly manner when greeting clients and visitors
• Good knowledge of MS Office and Outlook
• Great communication skills
• Be reliable and able to fulfil all days and hours required

What you need to do now


If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at hays.co.uk

For further information about this role please see attached the job description. Although the team is delivering complex programmes on behalf of the Department for Health and Social Care (DHSC), the team is hosted by South Western Ambulance Service NHS Foundation Trust, which means the successful candidate will enjoy all the benefits that working for an NHS Foundation Trust has to offer. These include a generous annual leave allowance (starting at 27 days), career average NHS pension scheme, access to a network of NHS / Emergency Services discounts offered by third party partners and NHS tax free initiatives like a salary sacrifice lease car scheme, plus cycle to work and technology scheme tax saving initiatives. Check out our website to find out more about us as an organisation, our programmes, and latest press releases where we celebrate the huge team effort required for a successful delivery.Ambulance Radio Programme - Providing national critical communication solutions to the English, Scottish and Welsh Ambulance Services

Senior Tax Manager

Location: Bristol

Contract: Permanent

Rate: £75,000 - £90,000

Hybrid Working

Start date: Flexible

Contact: miraj.hussen@servicecare.org.uk

Job Description

Service Care Solutions is recruiting on behalf of a prestigious Accountancy firm based in Bristol for a Senior Tax Manager. This is an exciting opportunity for a Tax professional with 8 years of post-qualification experience to join a rapidly growing firm. If you are looking to build on your tax expertise, this position offers excellent career growth, a flexible remuneration package, and hybrid working opportunities.

Main responsibilities

• Manage and coordinate business tax compliance and advisory projects, ensuring high-quality service delivery.
• Build and maintain strong relationships with clients, managing expectations and fostering trust.
• Plan budgets, allocate resources, and oversee project progress to meet engagement objectives.
• Collaborate with cross-functional teams to deliver comprehensive tax solutions.
• Lead and mentor team members, fostering a supportive and growth-oriented work environment.

Candidate Requirements

• A university degree and at least 8 years (Senior Manager) of relevant experience in business tax.
• A CPA, CA, or equivalent certification in a relevant specialisation.
• Strong skills in leadership, organisation, analysis, and supervision.
• A proven track record of managing large and complex projects.
• A passion for learning and applying tax technology advancements.

If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@servicecare.org.uk

Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.

*PERMANENT*

Bristol City Council is seeking passionate and dedicated Children & Families Social Workers to join our amazing team! Whether you're an experienced professional or recently post-ASYE, this is your chance to make a real difference in a supportive and innovative environment.

Join us in a role where you'll help children and families achieve their full potential while growing your career in one of the UK's most vibrant cities.

Responsibilities

‍‍‍ Support Families: Undertake statutory duties for children in need, child protection, and court proceedings.
Collaboration: Work with families to assess needs, create safety plans, and drive positive changes.
Case Management: Facilitate interventions and permanence planning to ensure children's safety and well-being.
Partnership Working: Build strong relationships with families, professionals, and agencies to achieve positive outcomes.

Requirements

✅ Qualified Social Worker with registration with Social Work England.
✅ Minimum of post-ASYE experience with knowledge of child protection and family support.
✅ Strong communication, risk assessment, and decision-making skills.
✅ Proven ability to manage complex cases effectively and professionally.
✅ A solid understanding of relevant legislation and statutory guidance.

What We Offer

Competitive Pay: £40,221 - £47,420 (DOE).
Relocation Support: Up to £8,000 to help with moving costs (T&Cs apply).
Career Development: Tailored training and progression opportunities.
Flexible Working: Balance your professional and personal life with our flexible working options.
Supportive Team: Benefit from a 1:3 manager-to-social-worker ratio for ongoing guidance and support.

Why Join Bristol?

️ Dynamic City: Work in a diverse, innovative, and fast-paced environment.
Learning Culture: Be part of a team committed to continuous improvement and professional growth.
Inclusive Community: Join a workplace dedicated to making a positive impact on children and families.

How to Apply

If you are interested, please call Chris Richardson on 01772 208964 or email me your CV - christopher.richardson@servicecare.org.uk

If this role isn't right for you, but you know someone who would fit perfectly to our engaged and devoted team and you refer them, you will receive a referral bonus of £350.

You can find further details about the job, in the attached Job Description and other supporting documents.

Join us as a Financial Planning Centre Senior Associate

• Hone your organisational and communication skills, as you provide vital financial planning technical support for the Financial Planning Centre
• Joining us in Asset Management, you’ll deliver technical administration and calculations for the accumulation, maintenance and de-accumulation of all financial planning products
• This is a unique opportunity to develop your career as part of a fast paced and collaborative team
• The successful candidate would be required to be in the Bristol office at least once a week
• We are looking to pay in the region of £39,000 - £42,000 plus benefits

What you'll do

In this key role, you’ll be providing financial planning technical support to the Financial Planning Centre team and the advisors and assistants for all new and existing business transactions and queries, including calculations and project work. Your work will be critical in allowing us to deliver an exceptional service to our customers, as you make sure all aspects of the administration processes are delivered in accordance with agreed procedures and controls.

You’ll also be:

• Interpreting chargeable event calculations, suitability letters, client profiles and service selection forms to make sure that all new business processing is in-line with the client requirements
• Undertaking checking and oversight that the team have completed all necessary administration
• Providing training and upskilling any of the team members as and when required
• Making sure we comply with our regulatory obligations in relation to any complaints

The skills you'll need

To be successful in this role, you’ll need broad general knowledge of the financial services environment and related products. We’ll also expect you to be qualified to QCF level 4 and you’ll hold a CISI Investment Advice Diploma, a CII Diploma, or an Investment Management Certificate or equivalent.

You’ll also need:

• Experience in dealing with client requirements in relation to chargeable event calculations
• The ability to identify scenarios where further clarity is required from an adviser or assistant
• The ability to articulate when dealing with clients by telephone and other communication mediums