Wimborne Minster, 5 mi from Poole
Finance & Business Administrator
Location: Dorset
Pay Rate: £30,000 p/a
Exciting Opportunity: Finance and Business Administrator Needed!
Our client, located in Dorset, is seeking a dedicated Finance and Business Administrator who is eager...
Hays Accountancy and FinanceEngland
Broad finance manager role within an established growing business. You will act as a business partner to ensure a strong relationship is formed between finance, sales and operations using your analytical qualities to dissect financial data. ...
The accountancy Recruitment GroupEngland
Commercial Finance Manager (FMCG Food) | £85,000 - £95,000 (12 month interim contract). Are you a CIMA / ACCA qualified finance professional with extensive experience of commercial business partnering within a food manufacturing / FMCG setting?.
You’ll need to be someone with previous experience of ...
Quay Crew LimitedUnited Kingdom
Are you a qualified Finance Professional (ACA / ACCA) seeking to elevate your career within a distinguished and private financial environment? My client, an UHNW Family Office based in the US is searching for a UK professional to manage their financial affairs with precision and discretion.
...
Marks SattinEngland
Marks Sattin are delighted to recruiting a Commercial Finance Manager for a North Yorkshire based organisation. ...
Hays Plc - HaysBournemouth, 5 mi from Poole
Your new companyYour new company are a highly reputable and growing organisation based in Bournemouth. They are currently seeking a Finance Assistant to join the team. You will be part of a friendly, small team working with an array of exciting...
Allianz Insurance Plc CareersBournemouth, 5 mi from Poole
We offer world class learning and career development opportunities, while we celebrate an inclusive culture.
Role Description
To provide administration of the Finance department's suite of Reporting, Planning and Business Intelligence systems...
RECRUITMENTiQ CareersSalisbury, 25 mi from Poole
and enable the work of others through effective financial administration.
You will be a team player, assisting the Director Finance, and supporting our education and hospitality colleagues, students and guests.
The person appointed to the post of Finance...
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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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