Part-Time Financial Services Professional

3 days ago


Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time
About the Role
Artemis Recruitment Consultants Ltd is seeking an experienced Financial Planning Administrator to join their team. In this role, you will provide administrative support to financial advisers and mortgage advisors, ensuring the smooth operation of daily tasks and contributing to the growth of the company.

Key Responsibilities
Some of your key responsibilities will include:
1. Producing client portfolio valuations from various investment providers
2. Preparing quotations, application forms, and fund fact sheets for advisors prior to client meetings
3. Processing new business applications by submitting them to providers (online or post), updating client databases, and maintaining daybook records
4. Ensuring compliance requirements are met on all new business cases
5. Contributing to weekly chasing of new business cases and existing business enquiries

Requirements
To succeed in this role, you will need:
• Previous experience working in the financial services sector, preferably within investments or mortgage administration
• Excellent IT skills, including proficiency in MS Office (Excel, Word, Outlook, and Teams)
• Strong organizational and planning skills, with the ability to multitask
• Excellent interpersonal and communication skills

What We Offer
In return for your expertise and dedication, we offer a competitive salary of £25,000 - £30,000 per annum for a part-time role, ideally 3 days a week, as well as opportunities for professional growth and development in a dynamic team environment.

  • Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time

    About the Role: We are currently recruiting for a temporary Senior Accountant to join our client in Blandford on a full or part-time basis. This is an ongoing temporary assignment that could potentially lead to a permanent role.Job Summary: The successful candidate will be responsible for providing financial support to our client, working closely with their...


  • Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Role: Financial Planning AdministratorWe are seeking a highly motivated and organized individual to fill the role of Financial Planning Administrator on a part-time basis. As a member of our team, you will be responsible for maintaining accurate records, communicating with clients and colleagues, and supporting the creation of financial reports.Key...

  • Financial Expert

    4 days ago


    Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time

    At Swann Recruitment, we are currently looking to recruit a Financial Expert for a full time or part time opportunity on a permanent basis. The role will initially be ongoing until the end of January 2024 but may lead to a permanent position.About the Role:We are seeking an experienced Senior Accountant who is AAT/ACCA qualified or ACCA/ACA part-qualified to...


  • Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Key ResponsibilitiesAssist financial advisers in obtaining information for financial reportsKeep accurate records of client communicationsSupport additional needs of financial advisersStay up-to-date with developments in the world of financeWe offer a competitive salary of £27,500 - £32,500 per annum, depending on experience.


  • Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time £35,000

    We are currently seeking a highly skilled Senior Accountant to join our client in Blandford on a full or part time basis. This is an ongoing temporary role with the potential for a permanent position. The ideal candidate will be AAT/ACCA qualified, or ACCA/ACA part-qualified and able to work effectively under deadlines.The successful candidate will be...


  • Blandford Forum, Dorset, United Kingdom Compass Group UK Full time

    Compass Group UK&I is seeking a Part-time Cleaning Professional to join our team.We offer a competitive salary of £12,000 - £15,000 per year for this 25 hours a week role.**Job Description:**As a Defence Sector Cleaner, you will be responsible for delivering safe and hygienic environments for our clients and customers. You will work 5 out of 7 days,...


  • Blandford Forum, Dorset, United Kingdom Azets Full time

    About AzetsWe empower our colleagues, clients, and communities to make their lives better through collaboration and sharing.As an Azets Trainee, you'll be supported throughout your career and learn from colleagues' expertise. Whether a school leaver, graduate, or career changer, Azets offers a perfect launchpad.We offer development opportunities to all...


  • Blandford Forum, Dorset, United Kingdom Compass UK & Ireland Full time

    Compass UK & Ireland is seeking a dedicated Part-Time Sales Associate to join our team. As a sales associate, you will play a vital role in driving sales growth and customer satisfaction through exceptional customer service and product knowledge.You will be responsible for operating a cash register, processing transactions, and handling customer complaints...


  • Blandford Forum, Dorset, United Kingdom Compass UK & Ireland Full time

    Part-Time Retail JobWe are seeking a Part-Time Retail Assistant to join our team at Compass UK & Ireland. As a key member of our retail team, you will deliver exceptional customer service and support store operations on a part-time basis.Job DescriptionThe successful candidate will contribute to creating an excellent customer experience and supporting the...


  • Blandford Forum, Dorset, United Kingdom Compass UK & Ireland Careers Full time

    We're seeking a Part-Time Sales Assistant to help drive sales and provide excellent customer service in a dynamic retail environment. As a key member of our team, you'll be responsible for:Serving customers with a seamless personalised experienceUpselling and promoting productsHandling cash and operating the cash registerRepresenting Defence and maintaining...


  • Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time

    About the RoleThis is an exciting opportunity to join Swann Recruitment as a temporary Senior Accountant in Blandford. As a key member of the team, you will be responsible for managing financial transactions and ensuring accurate financial reporting.**Key Responsibilities:*Managing financial data and preparing reportsEnsuring compliance with financial...


  • Blandford Forum, Dorset, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team on a part-time basis. This role will involve maintaining close contact between clients and colleagues, retrieving information, and holding records of all communications.The ideal candidate will have excellent communication skills, be able to...


  • Blandford Forum, Dorset, United Kingdom Compass UK & Ireland Full time

    Are you passionate about delivering outstanding customer experiences? Do you thrive in a dynamic retail environment?We're seeking a skilled Retail Assistant to join our Compass UK & Ireland team on a part-time basis (10 hours/week). As a key member of our team, you'll be responsible for:Providing exceptional customer service and supportAssisting with visual...


  • Blandford Forum, Dorset, United Kingdom Compass UK & Ireland Full time

    About the RoleThe estimated salary for this part-time position is £10-£12 per hour, depending on experience. As a Retail Assistant, you will work a contracted 10 hours per week, contributing to a passionate and dedicated team.Key ResponsibilitiesDeliver exceptional customer serviceSupport sales efforts and achieve targetsBenefits: Competitive hourly rate,...


  • Blandford Forum, Dorset, United Kingdom Ancala Water Services Full time

    About Your Career PathAncala Water Services is looking for a skilled Wastewater Network Operations Professional to join our team in Dorset/Wiltshire. This is a field-based role, and you will be responsible for ensuring that our clean and wastewater assets are operated and maintained effectively.This role involves working as part of a collaborative and...


  • Blandford Forum, Dorset, United Kingdom Thrive Group Full time

    Becoming a Relief Delivery Associate with Thrive Group is an exciting opportunity to provide excellent customer service and deliver high-quality frozen meals to customers in the Blandford Forum area.This part-time position offers flexibility and variety, with shifts provided a month in advance. If you're looking for a rewarding job that allows you to work...


  • Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time £35,000

    We are looking for a highly skilled accounting professional to join our client's team in Blandford on a full-time or part-time basis. As a Senior Accountant, you will be responsible for completing accounts from incomplete records to high-quality trial balance stage within tight deadlines.You will work closely with clients to implement new cloud-based...


  • Blandford Forum, Dorset, United Kingdom Zest Business Group Full time

    Established dental practices are highly sought after by dentists looking for a high-earning opportunity.This fully private practice in the Dorset area offers an excellent chance to take on a well-established patient list and increase earnings through lucrative short-term orthodontic/Invisalign treatments.The role is for a Part-time Private Associate Dentist,...


  • Blandford Forum, Dorset, United Kingdom Swann Recruitment Full time

    Job OverviewWe are currently recruiting for a temporary Senior Accountant on an ongoing temporary basis for our client in Blandford on a full or part-time basis.The successful candidate will preferably be AAT/ACCA qualified, or ACCA/ACA part-qualified and can work to deadlines.Salary: £45,000 - £55,000 per annum (dependent on experience), plus...


  • Blandford Forum, Dorset, United Kingdom Ancala Water Services Full time

    About the RoleAncala Water Services is seeking a skilled Water Service Technician to join our team in Dorset/Wiltshire. This is a field-based role, and you will be responsible for ensuring that our clean and wastewater assets are operated and maintained effectively.The successful candidate will be joining a collaborative and welcoming team that is...