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Senior Financial Planning Administrator
2 weeks ago
Blue Sky Financial Planning Ltd Poole, United Kingdom**Job Title**:Senior Financial Planning Administrator · **Location**:Poole, Dorset · **Position**:Full-Time, Permanent · **Salary**:£27,000 0 £32,000 DoE · **Overview** · Blue Sky Financial Planning are a successful, **employee-owned financial planning** firm which takes pride in ...
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Financial Planning Assistant
3 weeks ago
Appointed Ltd Wimborne, United Kingdom**Chartered Financial Planners based in Wimborne are expanding their longterm highly experienced financial planning team... As the IFA administrator you will be working with the Administration team to provide efficient administrative support to clients, paraplanners, and advisers ...
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Senior Financial Planning
2 weeks ago
Mackie Myers Shaftesbury, Dorset, United KingdomOur client is seeking a skilled Strategic Finance and Reporting Senior Analyst to support their financial planning, analysis, and reporting functions. The ideal candidate will develop financial models, conduct strategic analyses, and prepare detailed reports. Strong analytical sk ...
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Financial Planning Administrator
4 days ago
Recruit UK Dorset, United Kingdom permanentJob Title: Financial Planning Administrator · Industry: Wealth Management · Location: Poole · Job reference: 9120 · Salary: up to £30,000 · Job Description: · Recruit UK are proud to be working alongside an Independent Financial Planning firm to bring on a Financial Planning A ...
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Accountant Financial Planning
3 weeks ago
CMA Recruitment Group Bournemouth, Dorset, United KingdomCMA Recruitment Group is currently partnering with a highly successful group based in Bournemouth, Dorset, who have the requirement to hire a Financial Accountant on an interim basis. This role is well suited to a technically strong finance professional to take on a value-add rem ...
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Senior Financial Planning Administrator
1 day ago
Aspire Jobs Poole, United Kingdom Full timeLocation: Bournemouth · Salary: £27 to £32k (Depending on Experience) · Hours: 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1-2 days per week, with Tuesday and Friday in the office is necessary), after a successful six-month probation · Benefits: 26 days holid ...
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Senior Financial Planning Administrator
3 days ago
Aspire Jobs Branksome, United KingdomLocation:Poole · Salary: £27 to £32k (Depending on Experience) · Hours: 8.30am-4.30pm or 9am-5pm Mon-Fri. Flexibility to work from home (1-2 days per week, with Tuesday and Friday in the office is necessary), after a successful six-month probation · Benefits: 26 days holiday (inc ...
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Financial Planning Accountant
2 weeks ago
Venture Recruitment Partners Bournemouth, United KingdomAre you an energetic and ambitious Finance professional looking for a new challenge? · Venture Recruitment Partners are looking for a commercially-minded Financial Planning Accountant who would like the opportunity to work with one of Bournemouth's best known SMEs. · As a Sunday ...
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Financial Planning Administrator
2 weeks ago
Appointed ltd Wimborne, United Kingdom**Chartered Financial Planners based in Wimborne are expanding their longterm highly experience financial planning team... As the IFA administrator you will be working with the Administration team to provide efficient administrative support to clients,paraplanners, and advisers.* ...
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Financial Planning Accountant
2 weeks ago
Venture Recruitment Partners Poole, United KingdomVenture Recruitment Partners are looking to speak with commercially-minded Finance professionals who would benefit from a newly-created opportunity with one of Dorset's best established SMEs. · The business have easily accessible Poole offices, with plentiful onsite parking, and ...
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Financial Planning and Analysis Manager
4 weeks ago
Venture Recruitment Partners bournemouth, United KingdomJob DescriptionAre you an FP&A professional seeking your next contract assignment? · Venture Recruitment Partners are supporting a PE-backed business based on the outskirts of Bournemouth, who are seeking to recruit an FP&A Manager on an initial 3-6 month contract basis. · Key ...
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Head of Finance
4 weeks ago
M&N Electrical and Mechanical Portland, United Kingdom**Job Title - Head of Finace** · **Location - Portland, Dorset (This is based in the office but hybrid working may be considered)** · **Salary - £65,000 - £75,000 per annum** · **Responsible for**: Reporting to the CFO and partnering with the UKWWS Director, to take up full owner ...
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Office Administrator/bookkeeper
2 weeks ago
Portland Bunkers UK Portland, United KingdomPortland Bunkers UK seeks a part-time office administrator and bookkeeper to assist and support directors/managers in day-to-day office operations, maintaining strong financial systems and reporting structures for the organization. The Office Administrator/Bookkeeper handles the ...
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Digital Content Editor, Hsei
3 weeks ago
Haymarket Media Group Weymouth, United KingdomRole Summary · The main focus of this newly created senior editorial role is to lead the digital content strategy of the three international brands that make up the HSEI portfolio. · The post holder will work with the Business Director to develop an exciting digital content strat ...
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Lead Project Professional
2 weeks ago
BAE Systems Weymouth, United Kingdom**Job Title**:Lead Project Professional - Delivery · **Location**:Weymouth or Frimley -** **We offer a range of hybrid and flexible working arrangements - please speak to your recruiter about the options for this particular role · **Salary**:Circa** **£50,000 - depending on skill ...
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Face to Face Fundraiser
3 weeks ago
Weldmar Hospicecare Weymouth, United Kingdom**Face to Face Fundraiser** · **Weldmar Salary Scale: £22,706 - £24,064 FTE** · **37.5 hours** · **We're looking for a self-motivated, confident and resilient sales person, to work in the community promoting fundraising opportunities and donations to Weldmar Hospicecare.** · Flex ...
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Programme Lead
2 weeks ago
Tods Defence Portland, United Kingdom**Programme Lead** · Tods are looking to recruit for a Programme Lead to be based mainly in our manufacturing site on Portland, Dorset. · **Position Summary** · The role is responsible for planning, leading, and reporting on all work to deliver theShips or Submarines Strategy. Wh ...
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Home Care Assistant
3 weeks ago
Homelium Ltd Weymouth, United Kingdom**Role**: Domiciliary Care Worker · **Pay**: £13.00 per hour plus paid travel time at £13 per hour and 45p mileage · **Location**: Weymouth, Dorset · We're not your run-of-the-mill provider - we're a cutting-edge start-up driven by innovation and fuelled by the desire to empower ...
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Financial Advisor
2 weeks ago
Reed Weymouth, United Kingdom Full timeReed Specialist Recruitment are proud to be representing a huge National Union, who are looking for driven and skilled Financial Advisers to sell their financial planning proposition. · The successful candidate will eager to generate new business by converting leads from the Unio ...
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Assistant Financial Accountant
5 days ago
Aster Group Weymouth, United KingdomThe Opportunity: · We are looking for someone who is eager to get involved and positively contribute and participate in the services provided by the Financial Accounting Team. · As an Assistant Financial Accountant you will assist with monitoring financial data and preparing accu ...
Consultant, Financial Planning - Weymouth, Dorset, United Kingdom - Independent Resourcing Consultancy
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Description
About the job Consultant, Financial PlanningThe role
Were looking for a Consultant to join our clients Financial Planning team, to be based in our Yeovil/Weymouth offices and cover this geographical area.
The focus of the role will be on managing a portfolio of clients, advising them on a holistic basis across all areas.
The position will be supported by a team of Paraplanners and Sales Support Administrators, enabling you to focus on the advice process.
Alongside this, wed look for you to develop strong relationships with our accountancy Partners and other professional connections, in order for new clients to be brought on board.
What we need from youA commercial focus, with experience in a fee based environment and working amongst professional connections
Chartered status or status achievable within 12-18 months and thereafter the attainment of additional specialist qualifications
A love of networking in order to develop the business and team
Professionalism, and ideally experience of building relationships with introducers both inside and outside of the firm
Presentation and public speaking skills
Experience of using Intelligent Office (IO) client database/back office and paperless office systems
The ability to deal with e-commerce and paperless technology
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