Current jobs related to Wealth Management Coordinator - Blandford Forum, Dorset - Artemis Recruitment Consultants Ltd


  • Blandford Forum, Dorset, United Kingdom BlueGreen Recruit Ltd Full time

    We are BlueGreen Recruit Ltd, a leading recruitment agency, and we are currently seeking a highly skilled Accommodation and Facilities Coordinator to join our team. The ideal candidate will have excellent organizational and communication skills, with the ability to coordinate and manage multiple tasks and projects simultaneously.Job Summary:The successful...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    South West Recruitment is a renowned recruitment agency based in Blandford Forum, Dorset, specializing in placing top talent in electronics roles. We are excited to announce a new opportunity for a Senior Electronics Project Coordinator to join our team.Job ResponsibilitiesAs a Senior Electronics Project Coordinator, you will play a critical role in...

  • SEN Coordination Lead

    4 weeks ago


    Blandford Forum, Dorset, United Kingdom Prospero Teaching Full time

    We are recruiting for a SEN Coordination Lead to join our team at Prospero Teaching. This is an exciting opportunity for an experienced professional to lead our SEND provision and make a significant impact on the lives of students.Main Responsibilities:The successful candidate will be responsible for:Liaising with teachers to identify pupils' needs and...


  • Blandford Forum, Dorset, United Kingdom Sovereign Housing Full time

    About Sovereign Network Group:Sovereign Network Group is a leading housing association that takes pride in its commitment to inclusion and diversity. Our organization has joined forces with Network Homes to become one of the largest housing associations in the UK. We value teamwork and are passionate about creating a workplace where everyone can succeed.Job...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    South West Recruitment is recruiting for a Technical Project Coordinator to join a world-class test system solutions provider, delivering high-quality, high-performance, and cost-effective automated test equipment to the aerospace, defence, rail & transport, telecoms, and energy market places.The company has built its reputation by providing customers with...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    We are recruiting for a Senior Project Coordinator to join our team at SOUTH WEST RECRUITMENT. As a key member of our project management department, you will be responsible for delivering projects on time and in budget.Job DescriptionThis is an exciting opportunity for a Technical Engineering Manager to join our client in Blandford Forum, Dorset. You will be...


  • Blandford Forum, Dorset, United Kingdom South West Recruitment Full time

    Project Manager OpportunityWe are seeking an experienced Project Manager to join our team in delivering high-quality automated test equipment to various industries. The ideal candidate will have a strong background in project management, with the ability to work closely with the project team and stakeholders.Key Responsibilities:Developing and implementing...


  • Blandford Forum, Dorset, United Kingdom Dorset HealthCare University NHS Foundation Trust Full time

    About the RoleThis is a full-time position, with part-time hours considered, to support our physiotherapy team across Dorset.The main duties will include:Diary coordination and booking/rescheduling appointmentsSending appointment letters and managing incoming mail and telephone callsProviding administrative and organisational support to the physiotherapy...


  • Blandford Forum, Dorset, United Kingdom Dorset HealthCare University NHS Foundation Trust Full time

    Dorset HealthCare University NHS Foundation Trust is seeking a highly competent Administrator to join our Community Physiotherapy Teams. This full-time role comes with a salary of approximately £27,000 per annum, depending on experience.In this position, you will be responsible for providing administrative support to the Physiotherapy Department, including...


  • Blandford Forum, Dorset, United Kingdom Sovereign Housing Full time

    About the Role:We are seeking an experienced Operations Support Manager to join our Property Team in Blandford. As a key member of our team, you will be responsible for managing a team of administrators, coordinating repairs and maintenance works, and ensuring all appointment targets are met. Your excellent leadership skills and ability to manage your own...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    Key ResponsibilitiesThe Electronics Project Manager will be responsible for:Developing and implementing project plans to ensure timely and cost-effective deliveryManaging project resources, including personnel, materials, and vendorsMitigating project risks and identifying opportunities for improvementCollaborating with cross-functional teams to ensure...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    We are looking for a highly skilled Project Management Expert to join our team at South West Recruitment.This is a challenging and rewarding role that involves managing complex projects from start to finish.As a Project Management Expert, you will be responsible for planning, coordinating, and executing projects that deliver results and exceed...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    Job Title: Technical Operations ManagerSouth West Recruitment is currently recruiting for a Technical Operations Manager to join their team. This role offers an estimated salary of £60,000 - £75,000 per annum.About UsWe are a world-class test system solutions provider, delivering high-quality automated test equipment to various industries for over 30...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    Key ResponsibilitiesPlan, coordinate, and manage electronic test systems projects to meet client needs and expectations.Collaborate with cross-functional teams to ensure seamless project execution.Liaise with stakeholders to communicate project progress, address concerns, and provide updates.A successful Electronics Project Manager should possess a...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    SOUTH WEST RECRUITMENT seeks an experienced Senior Test System Manager to join our team. As a key member of our project delivery team, you will lead the development of complex automated test systems, ensuring high-quality results and customer satisfaction.This challenging role involves overseeing multiple projects simultaneously, managing budgets, and...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    Are you a highly skilled IT professional looking for a new challenge? South West Recruitment is currently recruiting for a Technical Project Manager to join their team. This role offers an estimated salary of £55,000 - £70,000 per annum.About the CompanyWe are a leading test system solutions provider, delivering high-quality automated test equipment to...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    About the Role:South West Recruitment is seeking a highly skilled Technical Project Manager to lead our test systems projects. As a key member of our team, you will play a crucial role in delivering high-quality automated test equipment to our customers.The successful candidate will have a strong background in technical project management, with experience in...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    About the Role:We are currently seeking an experienced Electronics Project Manager to join our team at SOUTH WEST RECRUITMENT. The successful candidate will be responsible for managing projects from start to end, ensuring they are delivered on time and within budget. This is a fantastic opportunity for someone looking to take on a challenging project...


  • Blandford Forum, Dorset, United Kingdom SOUTH WEST RECRUITMENT Full time

    We are recruiting for a Project Delivery Manager to lead technical projects from conception to delivery. As a key member of our team, you will be responsible for managing cross-functional teams, coordinating with stakeholders, and overseeing the development of high-performance automated test equipment solutions.About the RoleThe successful candidate will...


  • Blandford Forum, Dorset, United Kingdom Bellway plc Full time

    Job Description: Construction Development ManagerBellway plc is seeking an experienced Construction Development Manager to oversee the management of multiple construction sites across the UK. This is an excellent opportunity for a skilled professional looking to progress their career in a dynamic and supportive environment.Salary: £65,000 - £85,000 per...

Wealth Management Coordinator

1 week ago


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

We are looking for a highly organized and detail-oriented Financial Planning Administrator to join our client's team in Bolney.

This part-time role involves providing administrative support to financial advisers and mortgage advisers.

Responsibilities:

  1. To produce client portfolio valuations from various investment providers (£25k - £30k salary).
  2. To produce all quotations, application forms, and fund fact sheets for the Advisors prior to client meetings.
  3. To process all new business applications by submitting to providers (either online or in post), updating client database, maintaining daybook records.
  4. To produce Letters of Authority for new clients to service policies.
  5. To produce any Letters/Forms required for switches, encashments, etc.
  6. Ensure compliance requirements are met on all new business cases.
  7. Weekly chasing of all new business cases.
  8. Weekly chasing of all existing business enquiries.

Requirements:

  • Ideally someone who has had exposure to the financial services sector, ideally Investments, but we will consider all areas of finance as we know most skills are transferable.
  • IT literate
  • Numerate and literate with some knowledge of various administrative processes, ideally in Investments or finance.
  • Proven ability to demonstrate precise attention to detail.
  • Experienced in managing and prioritizing own workload.
  • Experience of MS Office including Excel, Word, Outlook, and Teams.
  • Excellent interpersonal skills.
  • Excellent organizational and planning skills with the ability to multi-task.