Wealth Planning Administrator

**Wealth Administrator** **St Barts Finance Ltd** Full Time (9am - 5pm Monday to Friday) Salary £24,000 - £28,000 PA, DOE Location: St Barts Finance, Ashley Cross, Poole. An exciting opportunity has arisen for a pro-active Wealth Administrator to join us. You will be based in our Poole Office but may also be required to work in our other branches when...

**Wealth Management Executive** **Bournemouth** As a Barclays Wealth Management Executive, you will be assisting the Wealth Manager in acquiring, servicing and retaining clients to deliver overall business goals. This is an excellent opportunity to become a key point of contact for the client for day-to-day operational matters. You will assist the Wealth...

**Want to work where your skills, efforts and experience are appreciated?** **Do you love being part of a team, and are able to meet deadlines with ease? **Are you awesome at admin? A Pro at prioritisation?** Join us, and showcase your skills in a friendly team, where youll excel at administration, but also make a meaningful impact on the financial...

**Legal Assistant - (Wills & Estate Planning Team) Poole** **£20,000 - £24,000** Private Practice Law firm based in Dorset are seeking an experienced Legal Assistant to join there Private Client team at the Canford Cliffs office. You will offer full support to the Wills & Estate Planning Team with document production, letter typing and other administrative...

**My client is a boutique wealth management practice located in Poole who have a exciting position for a ambitious financial planning individual to join their team.** This would suit a individual who has been working within a financial services administrative role and is interested to progress within either the paraplanning or mortgage advice arena. You...

**Administrator, Poole, £20,000** **Purpose** As the **Administrator,**within a well-established, modern company you'll be a vital member of the team, providing full administration support to Paraplanners, Advisers and Clients. **Background & Benefits** Rubicon's client is a **leading Wealth Management Consultancy**on the South Coast. They have an...

McCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role at our **Horizons **development **Poole, Dorset **to help to enrich the lives of our homeowners. We are ideally looking for someone that has experience of rota planning. **Salary: £10.72** per hour **Hours: 25 per week** **McCarthy Stone have a...

McCarthy Stone are seeking an organised, proactive, and service focused **Administrator** to play a vital role at our **Horizons **development **Poole, Dorset **to help to enrich the lives of our homeowners. We are ideally looking for someone that has experience of rota planning. **Salary: £10.72** per hour **Hours: 25 per week** **McCarthy Stone have a...

A financial planning practice in Poole is seeking a full-time Paraplanner to support Financial Planners with high-net-worth clients. The successful candidate will engage in financial planning, prepare reports, and conduct client research. Essential qualifications include a Level 4 Diploma in Financial Planning and relevant paraplanning experience. The firm...

Forvis Mazars : who are we? Forvis Mazars is a leading global professional services network providing audit & assurance, tax, and advisory services. Forvis Mazars in the UK spans 14 offices across the UK and has over 3,400 professionals, with 190 partners. We have a clear purpose and a shared commitment to shape a better future. You'll join a collaborative...