Current jobs related to Financial Planning Administrator - Christchurch - Ortus PSR

  • Financial Administrator

    4 days ago

    Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main responsibilities: -...

  • Financial Administrator

    1 week ago

    Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary £26,000 A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supporting the office. Main responsibilities: -...

  • Financial Services Administrator

    1 week ago

    Christchurch, United Kingdom Appointed ltd Full time

    **Whole of market financial planning firm are recruiting for a maternity cover, 12 month FTC to support their Director with financial administration on a part time basis starting Feb/ March time. You will work out of their home based office betweenChristchurch and Ringwood alongside the option to work from home once up and running. He is seeking circa 20...

  • Financial Administrator

    1 week ago

    Christchurch, United Kingdom Bond Williams Full time

    Financial Administrator - Christchurch - Salary up to £26k DOE A Financial Administrator is required for our client, a successful financial planning company, who has offices in Christchurch and Wimborne. The main aspect of the role is to liaise with clients and providers by dealing with queries, administration and supportingthe office. Main...

  • Financial Adviser

    1 week ago

    Christchurch, United Kingdom Ortus PSR Ltd. Full time

    Financial Adviser – HNW Clients | Whole of Market | Culture-Led Firm This independent, values-driven wealth management firm specialises in acquiring IFA practices from retiring advisers to ensure continuity and care for clients. With over £500 million in assets under management, the business has built a strong reputation for ethical advice, long-term...

  • Ifa Administrator

    1 week ago

    Christchurch, United Kingdom Appointed ltd Full time

    **Chartered financial planners are seeking a Financial Services Administrator to join their successful financial planning team. You will be providing whole of market administrative support to the team of planners, paraplanners and clients, workingon a variety of platforms such as Standard Life Wrap, Novia Financial and OMW.** - The position can be either...

  • Administrator

    4 days ago

    Christchurch, United Kingdom Tate Full time

    Tate are delighted to be supporting our Bournemouth based client who are in an exciting period of growth in their search for Administrator to join their expanding team. Working closely with the Office Manager and MD, the role will involve - Preparing project deployment plans and quotations - Order processing - Development of the client database - Acting as...

  • Production Administrator

    2 days ago

    Christchurch, United Kingdom Mploy Staffing Solutions Full time

    **Production Administrator** **Location**:Christchurch **Hours**: Monday to Friday **Salary**: up to £25,000 per annum DOE **FREE onsite parking** Our client based in Christchurch has a requirement for a Production Administrator to join their incredibly busy team on a full-time basis. **Key responsibilities** - Assisting with administration for...

  • Service Administrator

    1 week ago

    Christchurch, United Kingdom Engiinia Ltd Full time

    We are currently recruiting on behalf of a well-established specialist in providing maintenance, installation and repair services to the Lift Industry. They are seeking an experienced Service Administrator to work from their Head Office in Christchurch on a full-time permanent basis. The role for the Service Administrator will involve; - Direct liaison and...

  • Technical Administrator

    4 days ago

    Christchurch, United Kingdom Empower Energy Ltd Full time

    **Location**:Ringwood, BH24 3AL **Salary**: £22,000 - £26,000 per year, DOE **Job Type**: Full Time, Permanent ============================================ **Technical Administrator** Empower Energyis an independent, fast growing and evolving Renewable Energy and Electrical Contracting Company based in Ringwood, Hampshire. We specialise in the bespoke...

Financial Planning Administrator

2 weeks ago

Christchurch, United Kingdom Ortus PSR Full time

**Financial Planning Administrator (Part Time)**

**Location: Christchurch**

**Salary: £23,000 - £27,000**

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study supportto sustain their Chartered status.

**Responsibilities**:

- Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews
- Liaise with providers and third parties, to obtain any information that may be needed

**Skills**:

- Professional communication manner, both written and verbally
- Any Financial Services qualifications are desired