Current jobs related to Financial Planning Assistant - Poole, Poole - Appointed ltd

  • Financial Planning Assistant

    4 weeks ago

    Poole, Poole, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Dynamite Recruitment Solutions Ltd is proud to partner with an independent financial planning practice in Poole to find a skilled Financial Planning Administrator to join their experienced team. This is a fantastic opportunity to work in a family-built firm with a strong track record of success.Obtain valuations and product information for analysis.Assist in...

  • Financial Planning Assistant

    4 weeks ago

    Poole, Poole, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Financial Planning Administrator Dynamite Recruitment Solutions Ltd is proud to be partnering with an independent financial planning practice in Poole to find an experienced Financial Planning Administrator to join their team. The ideal candidate will have a minimum of 1 year experience in a similar role within a financial planning firm and be a confident...

  • Financial Planning Assistant

    4 weeks ago

    Poole, Poole, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Financial Planning Administrator Dynamite Recruitment Solutions Ltd is proud to be partnering with an independent financial planning practice in Poole to find an experienced Financial Planning Administrator to join their team. The ideal candidate will have a minimum of 1 year experience in a similar role within a financial planning firm and be a confident...

  • Financial Planning Manager

    4 weeks ago

    Poole, Poole, United Kingdom beBee Professionals Full time £45,000 - £65,000

    At beBee Professionals, we are seeking a highly skilled Financial Planning Manager to lead our finance team in the UK. The ideal candidate will have a strong background in financial planning, reporting, and analysis, with excellent analytical and problem-solving skills.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to...

  • Head of Financial Planning

    3 weeks ago

    Poole, Poole, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Head of Financial Planning to join our finance team at beBee Professionals in the UK. Key responsibilities include:Preparing financial reports, forecasts, and budgets for senior management review.Monitoring and managing the company's cash flow to ensure financial stability.Overseeing month-end and year-end financial processes, including...

  • Financial Planning Director

    3 weeks ago

    Poole, Poole, United Kingdom CMA Recruitment Group Full time

    Financial Controller RoleOur client, a leading construction company, is seeking an experienced Financial Controller to join their head office finance team. Based in the South Coast, this exciting opportunity will provide a challenging and rewarding role for a skilled finance professional.Key Responsibilities:Provide strategic recommendations to the Group...

  • Financial Assistant

    1 week ago

    Poole, Poole, United Kingdom CMA Recruitment Group Full time

    The Finance Assistant role at CMA Recruitment Group is a newly created position to support the current Finance Assistant with revenue management and billing.This role involves sales ledger management, providing opportunities to streamline processes and improve AR related reporting.Responsibilities include:Generating and sending customer invoices in a timely...

  • Business Finance Partner

    1 week ago

    Poole, Poole, United Kingdom Michael Page Full time

    As a Senior Financial Partner at Michael Page, you will provide a financial management and decision support service to enable informed decision making by the Senior Leadership and their teams.Key ResponsibilitiesProvide a senior finance business partnering service for the activities and stakeholders you are partnering with.Collaborate with departments across...

  • Administrative Support Specialist

    2 months ago

    Poole, Poole, United Kingdom Mazars Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our Financial Planning team.Key ResponsibilitiesLiaise with Financial Planners, internal departments, and providers to...

  • Administrative Support Specialist

    2 months ago

    Poole, Poole, United Kingdom Mazars Full time

    About the RoleWe are seeking a highly organized and detail-oriented Client Support Associate to join our Private Client service line. As a key member of our team, you will provide seamless, effective, and proactive administrative support to our Financial Planning team.Key ResponsibilitiesLiaise with Financial Planners, internal departments, and providers to...

  • Apprentice Financial Services Professional

    4 weeks ago

    Poole, Poole, United Kingdom Dynamite Recruitment Solutions Ltd Full time

    Financial Planning Administrator OpportunityDynamite Recruitment Solutions Ltd is proud to partner with an independent financial planning practice in Poole for an experienced Financial Planning Administrator to join their team.Key Responsibilities:Obtain valuations and product information for analysis.Assist in the preparation of financial plans and...

  • Financial Manager

    4 weeks ago

    Poole, Poole, United Kingdom RIF Investments Limited Full time

    Job Title: Financial Manager - Tax Planning and ComplianceWe are seeking a detail-oriented and proactive Financial Manager to support a high net worth individual with multiple businesses. This hybrid role offers the flexibility of working from home while requiring a minimum of two days per week in the office.Key Responsibilities:Serve as the internal expert...

  • Financial Director

    4 weeks ago

    Poole, Poole, United Kingdom Workingmums Full time

    Financial Leadership OpportunityWorkingmums is seeking an experienced Financial Manager to lead our finance team. As Head of Finance, you will be responsible for overseeing a team of cashiers and accounts assistants, bringing financial reporting in-house, and processing client and office payments and receipts.Key ResponsibilitiesOversee a team of cashiers...

  • Financial Director

    4 weeks ago

    Poole, Poole, United Kingdom Workingmums Full time

    Head of Finance for a Growing Professional Services BusinessAre you a seasoned finance professional looking for a new challenge? Do you have experience in leading a team and driving financial growth? We are seeking a highly skilled and motivated Finance Manager to join our team at Workingmums.Your New RoleOversee a team of cashiers and accounts assistants,...

  • Financial Director

    4 weeks ago

    Poole, Poole, United Kingdom Venture Recruitment Partners Full time

    Financial Controller Opportunity **About the Role** We are seeking a talented Financial Controller to join our client, a leading manufacturing business in the defense sector. As a key member of the finance team, you will play a crucial role in driving financial and commercial strategies forward. **Key Responsibilities** * Manage and develop a team of...

  • Financial Controller

    4 weeks ago

    Poole, Poole, United Kingdom BTA Full time

    About the RoleBTA is seeking an experienced Finance Manager to join their team in Poole. This is an exciting opportunity for a skilled professional to take on a key role in the company's financial operations.Key ResponsibilitiesOversee a team of cashiers/accounts assistants and bring financial/management reporting in-house.Process client and office payments...

  • Financial Administrator Assistant

    4 weeks ago

    Poole, Poole, United Kingdom Bond Williams Limited Full time

    About the Role: We are seeking an experienced Financial Administrator to support our Financial Planners with a variety of administrative tasks. The ideal candidate will have excellent organisational skills and a keen eye for detail.Key Responsibilities: Supporting Financial Planners with administrative tasks Maintaining accurate records and files ...

  • Financial Administrator Assistant

    3 weeks ago

    Poole, Poole, United Kingdom Bond Williams Limited Full time

    About the Role:We are seeking an experienced Financial Administrator to support our Financial Planners with a variety of administrative tasks. This is a fantastic opportunity to join a well-established financial advisory firm and contribute to the success of our team.Key Responsibilities:Providing administrative support to Financial PlannersManaging client...

  • Financial Administrator Assistant

    1 month ago

    Poole, Poole, United Kingdom Bond Williams Limited Full time

    About the Role: We are seeking an experienced Financial Administrator to support our team of Financial Planners in Poole. As a key member of our team, you will be responsible for providing administrative support with a variety of tasks, ensuring the smooth operation of our financial advisory services.About the Company: Bond Williams Limited is a...

  • Financial Administrator Assistant

    1 month ago

    Poole, Poole, United Kingdom Bond Williams Limited Full time

    About the Role: We are seeking an experienced Financial Administrator to support our team of Financial Planners in Poole. As a key member of our team, you will be responsible for providing administrative support with a variety of tasks, ensuring the smooth operation of our financial advisory services.About the Company: Bond Williams Limited is a...

Financial Planning Assistant

2 months ago

Poole, Poole, United Kingdom Appointed ltd Full time
IFA Administrator Job Description

Appointed Ltd is seeking a highly organized and detail-oriented IFA Administrator to support our Financial Planners and Paraplanners in delivering exceptional client service.

Key Responsibilities:

  • Obtain valuations, information, and product details for analysis and review
  • Liaise with product providers and other third parties to ensure seamless communication
  • Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner
  • Effectively manage client queries and concerns, providing timely and accurate responses
  • Coordinate annual review meetings with clients and manage Financial Planners' diaries
  • Maintain compliant files and ensure accurate record-keeping

Requirements:

  • Previous IFA administration experience, with a strong understanding of the Financial Planning process
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with HNW clients
  • Proficiency in XPlan or similar systems, with the ability to learn new software quickly
  • Strong organizational and time management skills, with the ability to prioritize tasks and meet deadlines

What We Offer:

  • A competitive salary of up to £32,000
  • A 3% pension contribution
  • 25 days' holiday + bank holidays
  • Study support and genuine career opportunities
  • Flexi start times and early finish on Fridays
  • Free parking and eyecare