E Personnel RecruitmentBlandford Forum
A fabulous opportunity for an Admin Assistant.
• £12 - £13.45 Per Hour
• Full time
• Office based in Blandford Forum
• Temporary ongoing Contract
• Full-time Hours
The Admin Assistant role will embrace all aspects of administrative support...
Bridport
Part Time Finance Assistant
Frontline Recruitment Weymouth are in a search for a Part Time Finance Assistant to join our customer in Bridport, Dorset.
Role objective
Provide assistance with financial tasks to the Finance & Office and Registered...
Ferndown
systems in accordance with the organisations systems and procedures.
Admin Assistant Tasks will include:
To maintain the office information and filing systems.
Order equipment, check it and allocate to relevant site.
Record and maintain client records...
Christchurch (Dorset)
Additional administrative duties to support the homeAbout You:
Computer literate and a competent user of IT systems
Understand office systems and procedures
Effective listening, verbal and written communication skills
Be resilient and able to keep calm under...
RATP Dev / TootbusEngland
Bus Tours Street Promoter – Bath City - Seasonal.We are seeking talented, enthusiastic, and dynamic customer-orientated BUS TOURS STREET PROMOTERS to join our On-Street Team in Bath City centre.You will be pivotal in attracting customers to experience the city in one of our open top buses.This is a ...
Marks SattinEngland
A Large Construction/Contractor firm is urgently seeking a Payroll Administrator, to take ownership of an entire process for one of their Groups. ...
Venture Recruitment PartnersBridport
Job Description
Venture Recruitment are working with a local residential care facility to offer a part time, 3 days per week (21-24 hours) Finance Assistant role paying £13 - £13.50/hour. This broad finance role has a Purchase Ledger focus based...
Venture Recruitment PartnersBridport
Venture Recruitment are working with a local residential care facility to offer a part time, 3 days per week (21-24 hours) Finance Assistant role paying £13 - £13.50/hour. This broad finance role has a Purchase Ledger focus based on site in a care...
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Financial Planning Assistant
Poole | Permanent | £25,000 - £31,000/year | www.cv-library.co.uk |
Financial Planning Assistant
Poole, Dorset
Up to £31,000 + benefits
Permanent - Fully Office Based
About the Role:
As a Financial Planning Assistant, you will play a vital role in facilitating communication between Financial Planners, internal departments, and relevant providers. Working closely with the team, your responsibilities will include processing a variety of investment applications and executing client trade instructions efficiently.
Additionally, you will be responsible for creating and maintaining client files, ensuring the accurate recording and management of client data on Intelligent Office.
About the company:
Our client is recognised as one of the leaders in their field, they are known internationally for their work and the impact this work has across the 100 countries they operate in. They are known for quality, performance, and exceptional results.
Our client is a leading, purely fee based, Independent Financial Adviser (IFA) that provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.
Because they are independent, their advice is unbiased and tailored to clients. As a result, clients only pay for the advice, as they require it. This unbiased approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets this client apart from other financial planning firms.
Key Responsibilities:
Process various investment applications and place client trade instructions
Process new business and servicing existing clients
Liaise with Financial Planners, internal departments, providers where necessary
accurately record and maintain client data on Intelligent Office
Additional administrative activity such as daily post, emails, and project work
Creating electronic files for new clients on Intelligent Office and keeping client records up to date.
Initially working 5 days per week in the Poole office, once established more of a hybrid office/home based approach
Skills, Knowledge and Experience
Excellent communication skills both verbal and written.
General IT skills.
Able to prioritise workload.
Able to work to deadlines.
Able to work within defined business processes.
Adaptable to changing demands and priorities.
Work well individually and as part of a team.
Seeks opportunities to develop own skills.
Demonstrates commitment to own development.
Join with our client as a Financial Planning Assistant and become an integral part of their Business Support Team in one of the top IFA firms in the UK. Apply now to embark on an exciting career with us
Poole, Dorset
Up to £31,000 + benefits
Permanent - Fully Office Based
About the Role:
As a Financial Planning Assistant, you will play a vital role in facilitating communication between Financial Planners, internal departments, and relevant providers. Working closely with the team, your responsibilities will include processing a variety of investment applications and executing client trade instructions efficiently.
Additionally, you will be responsible for creating and maintaining client files, ensuring the accurate recording and management of client data on Intelligent Office.
About the company:
Our client is recognised as one of the leaders in their field, they are known internationally for their work and the impact this work has across the 100 countries they operate in. They are known for quality, performance, and exceptional results.
Our client is a leading, purely fee based, Independent Financial Adviser (IFA) that provides a full range of financial planning services, from financial health checks to advice about investments, pensions, tax planning and employee benefits.
Because they are independent, their advice is unbiased and tailored to clients. As a result, clients only pay for the advice, as they require it. This unbiased approach to financial planning, based solely on a client's circumstances and lifestyle objectives, sets this client apart from other financial planning firms.
Key Responsibilities:
Process various investment applications and place client trade instructions
Process new business and servicing existing clients
Liaise with Financial Planners, internal departments, providers where necessary
accurately record and maintain client data on Intelligent Office
Additional administrative activity such as daily post, emails, and project work
Creating electronic files for new clients on Intelligent Office and keeping client records up to date.
Initially working 5 days per week in the Poole office, once established more of a hybrid office/home based approach
Skills, Knowledge and Experience
Excellent communication skills both verbal and written.
General IT skills.
Able to prioritise workload.
Able to work to deadlines.
Able to work within defined business processes.
Adaptable to changing demands and priorities.
Work well individually and as part of a team.
Seeks opportunities to develop own skills.
Demonstrates commitment to own development.
Join with our client as a Financial Planning Assistant and become an integral part of their Business Support Team in one of the top IFA firms in the UK. Apply now to embark on an exciting career with us
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