Administrative Support for Wealth Management Firm

Skill RequirementsWe are looking for a skilled Wealth Management Specialist to provide expert financial planning services to our clients. The successful candidate will have a proven track record in financial planning, a strong understanding of the financial services industry, and excellent communication skills.To excel in this role, you must have a Level 4...

About UsAt Hurst Point Group, we pride ourselves on providing our clients with confidence in their finances through our wealth management and financial planning services. As an independent financial advice firm, authorised by the Financial Conduct Authority, we cater to large investors, companies, individuals, and small businesses.Job OverviewWe are seeking...

We are seeking a highly motivated and organized Wealth Management Coordinator to join our team at Recruit UK Ltd. in Poole.In this role, you will be responsible for coordinating the administrative aspects of our wealth management services, ensuring smooth delivery to our clients.Your key duties will include:Coordinating with financial planners and...

About the JobPeter Harding Wealth Management is a Principal Partner Practice of St. James's Place, offering wealth management expertise to private individuals, trustees, and businesses across Canford Cliffs, Shaftesbury, Sherborne, and Corsham.We require a Private Client Advisor to join our team in Poole, Dorset. As a key member of our Adviser team, you will...

**About Us**HSBC is a global banking and financial services organization serving our clients worldwide. We provide a wide range of products and services to individuals, businesses, and institutions, including current accounts, credit cards, personal loans, mortgages, savings, investments, insurance, and wealth management.We are committed to helping our...

Company OverviewHighest standards of customer service and wealth management expertise come together in this role. Salary$85,000 - $110,000 per year, depending on experience.Job DescriptionIn this highly respected position, you will provide expert guidance to high-net-worth individuals and families on managing their financial portfolios. Utilizing a deep...

Are you looking to excel in a career that offers personal growth and financial rewards?We at HSBC are seeking an experienced Wealth Opportunities Specialist to join our team. As a key player in our Wealth and Personal Banking business, you will have the opportunity to support high net worth individuals and entrepreneurs worldwide.With access to an impressive...

We are seeking a highly skilled and experienced Personal Wealth Advisor to join our team at HSBC. This exciting opportunity will allow you to work closely with high net worth individuals and entrepreneurs worldwide, providing personalized advice and guidance on managing their wealth.In this role, you will conduct in-depth reviews to identify personal and...

Required Skills and QualificationsA minimum of 2 years' experience in wealth management or IFA administrationProfessional telephone manner and excellent IT skills using MS Word, Excel, and OutlookPrior experience with CRM systems, preferably IO

About the RoleWe are seeking a skilled Client Support Associate to join our Private Client service line. In this role, you will provide seamless, effective, and proactive administrative support to our team.About the TeamOur team is committed to providing impartial, tailored financial planning, wealth management, and tax advice to individuals, business owner...

About the RoleThis is an exciting opportunity to join our dedicated team as an Office Support Specialist. You will be responsible for providing administrative support to the Nuclear Medicine Department, ensuring seamless day-to-day operations.Key ResponsibilitiesAdministrative Tasks: Cover reception duties, manage various demands, and work independently for...

We are seeking a highly skilled Administrative Support Executive to join our Supply Chain team at STR Group Limited. As an Administrative Support Executive, you will provide administrative support to the Supply Chain function, focusing on purchasing activities and ensuring smooth supply operations.Key Responsibilities:Provide administrative support to the...

We are seeking a skilled Administrator to join our team at beBee Professionals. As an essential member of our team, you will provide administrative support to ensure smooth day-to-day operations and effective communication within the company.Key Responsibilities:Handle incoming correspondence and maintain office supplies and equipment inventories.Prepare and...

Company OverviewUniversity Hospitals Dorset NHS Foundation Trust is a leading healthcare provider in the region, dedicated to delivering high-quality patient care and services. With a strong commitment to innovation and excellence, we are constantly evolving to meet the changing needs of our patients and communities.SalaryThe successful candidate will...

About the RoleWe are looking for an experienced Administrative Support Clerk to join our team at Huntress Group. This is a temporary contract opportunity based in Poole, where you will be responsible for supporting the day-to-day operations of the depot.Administration support for all areas of the depotScanning of documentsInputting data onto spreadsheets

Role SummaryDorset HealthCare University NHS Foundation Trust is recruiting an Administrative Support Specialist to join their Community Therapy Team.This is an exciting opportunity for an organized and detail-oriented individual to contribute to the delivery of high-quality patient care.The successful candidate will be responsible for managing...

About the Job We are seeking an experienced Administrative Support for Healthcare Team to join our team at Bupa Global. This is a fantastic opportunity for someone who enjoys providing administrative support and has experience in healthcare administration. Job Description: The successful candidate will be responsible for supporting the Home Manager and...

Fawkes and Reece is seeking a skilled Construction Management Administrator to manage residential projects up to £165M across the south coast. As a key member of our administration team, you will be responsible for overseeing the entire project lifecycle, from conception to completion, working closely with production and commercial teams, design...

Job OverviewThis Administrative Coordinator role is a vital part of providing high-quality patient care within the NHS Trusts in Dorset. As a key member of our team, you will be the primary point of contact for departmental queries and will be responsible for managing various demands while working independently for extended periods.Main...

Aspire Jobs Limited is seeking an Administrative Support Specialist to join their team in Poole.The ideal candidate will have excellent organizational skills and be able to work effectively in a fast-paced office environment.The salary for this role is estimated to be around £24,945 per annum.Key Responsibilities:Providing administrative support to the...