Financial Planning Coordinator
4 days ago
Dynamite Recruitment Solutions Ltd is proud to be partnering with an independent financial services firm in the UK for an experienced Financial Planning Administrator to join their team.
The ideal candidate will have a minimum of 1 year's experience in a similar role within a financial planning firm and possess excellent written and verbal communication skills.
The successful candidate will be responsible for:
- Processing new business applications, withdrawals, and fund switches through to completion.
- Communicating with clients, providers, and other third parties.
- Obtaining valuations and product information for analysis.
- Supporting financial advisors with administrative duties throughout the process.
- Scheduling and booking review meetings, managing the financial advisor's diary.
The successful candidate will be a confident user of Microsoft Office and possess a professional manner.
This is an office-based role with flexible start and finish times available once probation is passed.
The salary for this role is £25,000 - £32,000 per annum.
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Financial Planning Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time £25,000 - £32,000About the RoleWe are partnering with an independent financial planning practice in a coastal town in the UK for an experienced Financial Planning Administrator to join their team.Key ResponsibilitiesObtain valuations and product information for analysis and reporting.Support the team in providing administrative assistance with a focus on financial...
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Financial Planning Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full time £25,000 - £32,000About the RoleWe are partnering with an independent financial planning practice in a coastal town in the UK for an experienced Financial Planning Administrator to join their team.Key ResponsibilitiesObtain valuations and product information for analysis and reporting.Support the team in providing administrative assistance with a focus on financial...
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Financial Planning Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeJob Title: Financial Planning AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: Independent Financial Planning PracticeLocation: PooleAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our...
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Financial Planning Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeJob Title: Financial Planning AdministratorJob Type: Full-timeIndustry: Financial ServicesCompany: Independent Financial Planning PracticeLocation: PooleAbout the Role:We are seeking an experienced Financial Planning Administrator to join our team. As a key member of our administrative team, you will be responsible for providing administrative support to our...
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Financial Planning Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeJob DescriptionDynamite Recruitment Solutions Ltd is proud to be partnering with an independent financial services firm in the UK for an experienced Financial Planning Administrator to join their team.The ideal candidate will have a minimum of 1 year's experience in a similar role within a financial planning firm and possess excellent written and verbal...
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Junior Financial Planning Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Planning Coordinator
1 day ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Planning Coordinator
1 day ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Solutions Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment Solutions Ltd. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring seamless day-to-day operations.Key ResponsibilitiesLiaising with Clients and Providers:...
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Junior Financial Planning Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring the smooth operation of our business.Key ResponsibilitiesLiaise with clients and providers to resolve...
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Junior Financial Planning Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Dynamite Recruitment Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at Dynamite Recruitment. As a key member of our team, you will provide administrative support to our financial planning advisors, ensuring the smooth operation of our business.Key ResponsibilitiesLiaise with clients and providers to resolve...
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Financial Transaction Coordinator
4 days ago
Bournemouth, Bournemouth, United Kingdom Bond Williams Full timeExciting Opportunity for a Financial Transaction CoordinatorWe are seeking a highly skilled and experienced Financial Transaction Coordinator to join our team at Bond Williams Professional Recruitment. As a Financial Transaction Coordinator, you will be responsible for the processing of financial transactions, including sales, purchase, and nominal ledger,...
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Financial Transaction Coordinator
4 days ago
Bournemouth, Bournemouth, United Kingdom Bond Williams Full timeExciting Opportunity for a Financial Transaction CoordinatorWe are seeking a highly skilled and experienced Financial Transaction Coordinator to join our team at Bond Williams Professional Recruitment. As a Financial Transaction Coordinator, you will be responsible for the processing of financial transactions, including sales, purchase, and nominal ledger,...
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Financial Transaction Coordinator
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Bournemouth, Bournemouth, United Kingdom Bond Williams Full timeExciting Opportunity for a Financial Transaction CoordinatorWe are seeking a highly skilled and experienced Financial Transaction Coordinator to join our team at Bond Williams Professional Recruitment. As a Financial Transaction Coordinator, you will be responsible for the processing of financial transactions, including sales, purchase, and nominal ledger,...
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Financial Operations Coordinator
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Bournemouth, Bournemouth, United Kingdom Venture Recruitment Partners Full timeWe are seeking a highly skilled and experienced finance professional to join our team at Venture Recruitment Partners as a Financial Operations Coordinator. This exciting role offers a competitive salary of up to £30,000, 22 days holiday plus bank holidays, and a 6% employer pension contribution.Key responsibilities for this position include:Processing of...
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Financial Operations Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Venture Recruitment Partners Full timeWe are seeking a highly skilled and experienced finance professional to join our team at Venture Recruitment Partners as a Financial Operations Coordinator. This exciting role offers a competitive salary of up to £30,000, 22 days holiday plus bank holidays, and a 6% employer pension contribution.Key responsibilities for this position include:Processing of...
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Financial Accounts Coordinator
4 weeks ago
Bournemouth, Bournemouth, United Kingdom The Work Shop Resourcing Ltd Full timeFinancial Accounts Coordinator - The Work Shop Resourcing LtdWe are representing a reputable and flourishing organization seeking a Financial Accounts Coordinator to join their dynamic professional services team. This is a full-time role that requires an individual who is partially AAT qualified or possesses an equivalent qualification. Key...
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IFA Administrator
3 days ago
Bournemouth, Bournemouth, United Kingdom mbf. Full timeJob Summary:Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.Key Responsibilities:Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.Prepare client...
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IFA Administrator
3 days ago
Bournemouth, Bournemouth, United Kingdom mbf. Full timeJob Summary:Mbf is seeking a highly organized and detail-oriented IFA Administrator to support the growth of our dynamic and medium-sized, Chartered and fully Independent Financial Planning practice.Key Responsibilities:Provide comprehensive administrative support to financial advisors, ensuring the smooth operation of their services.Prepare client...
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Financial Operations Coordinator
6 days ago
Bournemouth, Bournemouth, United Kingdom Venture Recruitment Partners Full timeJob Summary:We are seeking an experienced finance professional to join our team as a Financial Operations Coordinator. This exciting role will involve working with our finance team to ensure accurate financial data and provide analysis and reports.Key Responsibilities:Process financial transactions and reconcile accountsAssist with sales, purchase, and...
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Financial Operations Coordinator
7 days ago
Bournemouth, Bournemouth, United Kingdom Venture Recruitment Partners Full timeJob Summary:We are seeking an experienced finance professional to join our team as a Financial Operations Coordinator. This exciting role will involve working with our finance team to ensure accurate financial data and provide analysis and reports.Key Responsibilities:Process financial transactions and reconcile accountsAssist with sales, purchase, and...