HAYSPoole
to the Finance Team in obtaining payment where required.
• Conveying expected delivery schedules to customers as required, working closely with other departments to ensure expectations are communicated and met.
• Oversee the UK MoD processes, shipments...
Poole
area has arisen for our Motor Trade Client.
Working within a well-known Dealership Group, the successful Car Sales Executive will be representing a Volume Automotive Brand and will be well versed in providing exceptional levels of customer service...
Andover, 40 mi from Poole
Marc Daniels are working with a boutique luxury importer of cosmetics in their search for an ambitious Financial Controller to help guide them as they grow. This is a great opportunity for someone with trade finance experience to join a rapidly...
ABPM Recruitment LimitedEngland
ABPM as experts in financial recruitment are supporting an established service organisation in North Lincolnshire to recruit a Finance Manager. ...
Marks SattinEngland
Marks Sattin are delighted to recruiting a Commercial Finance Manager for a North Yorkshire based organisation. ...
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 ...
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. ...
Zachary DanielsBournemouth, 5 mi from Poole
Zachary Daniels are currently recruiting for an Area Manager for a complex assisted sales retailer to lead a group across Dorset and Hampshire. We are looking for an Area Manager, with exceptional experience within an assisted sales or trade...
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Financial Services Administrator
Poole | Permanent | £25,000 - £31,000/year | www.cv-library.co.uk |
Financial Services Administrator
Poole, Dorset
Up to £31,000 + benefits
Permanent - Fully Office Based
About the Role:
As a Financial Services Administrator, 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 Services Administrator 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 Services Administrator, 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 Services Administrator 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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