Wealth Administrator

**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...

**IFA / Wealth Planning Administrator / Trainee Paraplanner** **Location: Poole, Dorset** **Salary: £24,000 - £33,000** Are you an IFA Administrator who wants to progress in the near future into a Paraplanning role? - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Are you...

**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...

**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...

**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...

**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...

Trainee Accountant, Accounts Assistant, Sage, XERO, VAT Returns, Audit, Permanent, Poole **Trainee Accountant** An independent firm of Chartered Accountants with offices in Poole and Wimborne is looking for a Trainee Accountant to join their team in Poole. The firm is offering advisory and support services to a wide range of businesses and individuals....

**Who we are**: For over 235 years, Bank of New York Mellon (BNY Mellon) has been at the center of the global financial markets, providing the world’s leading institutions the tools, capabilities, and services to be distinctive investors. BNY Mellon has approximately $16.5 billion in revenues and a 23% return on tangible common equity. BNY Mellon is a...