Financial Adviser

**Chartered Financial Planners based in Wimborne are expanding their longterm highly experienced financial planning team... As the IFA administrator you will be working with the Administration team to provide efficient administrative support to clients, paraplanners, and advisers.** ▪ Answering the telephone, assisting with client or provider queries ▪...

A financial planning firm in Wimborne is seeking a highly organized Client Support Administrator to assist financial advisers and deliver exceptional client service. The role focuses on diary management, processing new business, and maintaining accurate records. Candidates should possess strong organizational skills, attention to detail, and a professional,...

Job Description Location: East DorsetSalary: to £24k + bonus + benefitsMy client is now looking for an experienced Financial Services Administrator to join their team.The role would suit someone with min 1-2 years Financial Services Admin experience ideally dealing with Investments such as ISA, Pensions, GIA and Onshore/Offshore Bonds. You will be...

Recruitment Expert – Mortgages, Savings and Lending Location: Dorset Package: up to £160k + generous benefits Shape the future of a purpose-driven mutual. We’re delighted to be partnering with Teachers Building Society, a well-respected, education-focused mutual, as they continue to evolve and expand their impact in the financial services space. With a...

**Trainee Paraplanner** **Location: Bournemouth** **Salary: £18,000 - £25,000** The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their...

**About Us** Platform One is an infrastructure provider to the wealth sector. We provide services such as custody, brokerage, pensions and technology to IFAs, wealth managers, investment managers, family offices and much more. One of our core offerings is an investment platform service, designed to deliver a secure, high quality investment platform for the...

**About Us** Platform One is an infrastructure provider to the wealth sector. We provide services such as custody, brokerage, pensions and technology to IFAs, wealth managers, investment managers, family offices and much more. One of our core offerings is an investment platform service, designed to deliver a secure, high quality investment platform for the...

**About the role**: **Step Up as a Security Officer!** **Role Highlights**: - ** Hours**: 54 hours per week, with a mix of day and night shifts**: - ** Location**:**Ferndown**: - ** Pay**: £33696 per annum** **Take on a**high-impact role** where you’ll safeguard sensitive information, property, and assets. Work in a dynamic, high-stakes environment...

**Post**: Supported / Sheltered Housing Concierge **Responsible To**: Building Safety and Compliance Manager **Service Unit Provision: Housing Services** **Purpose** The housing concierge service is available to all tenants within East Boro Housing Trust’s sheltered and supported housing schemes and the Trust’s staff will provide the service to...

Director of Governance, Risk and Regulatory Compliance Reports to: CEO On behalf of a large, growing organisation on the South Coast, Chilworth Partnership are seeking an executive level Risk and Governance professional with a proven track record of delivering strategy. Reporting to the Board, the Director of Governance, Risk and Regulatory Compliance will...