Financial planner Work, Jobs in Beaulieu, Ham (with Salaries)

Financial Services Administrator
de Mellow & Co Ltd —Waterlooville
- From £26,500 a year
- Full-time
- Microsoft Office
- Organisational skills
- Financial services
- Life insurance
- Sick pay
Quick apply
4d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
8d
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Senior Paraplanner
RGH‑Global Limited —Southampton
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Senior Wealth Planner - Wealth Management
Barclays —Southampton
- Financial services
- Negotiation
Wealth planner - Wealth Management
Barclays —Southampton
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
Senior Paraplanner
Benchmark Capital —Winchester
- Full-time
- Microsoft Office
- IT
- Communication skills
2d

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Financial Services Administrator

de Mellow & Co Ltd
Waterlooville

Quick apply

Job details

Permanent | Full-time
From £26,500 a year
4 days ago

Benefits

Company pension
Private medical insurance
Enhanced maternity leave
Enhanced paternity leave
Life insurance
Sick pay
On-site parking

Qualifications

Financial planning
Report writing
Microsoft Office
Organisational skills
Financial services
Communication skills

Full job description

Join our growing team

At de Mellow & Co, we believe financial planning is about people, not just numbers.

As a family-run Chartered Financial Planning practice and Partner Practice of St. James’s Place, we’re passionate about helping our clients achieve financial confidence and security. As our business continues to grow, we’re looking for an organised, proactive and friendly Financial Services Administrator to join our Client Servicing team.

If you enjoy working in a fast-paced environment, take pride in delivering exceptional service and love being part of a supportive team, we’d love to hear from you.

About the role

Our Client Servicing team is at the heart of everything we do. You’ll provide administrative support to our Financial Planners, ensuring our clients receive an outstanding experience from their first enquiry through to ongoing reviews.

No two days are the same, and you’ll play a key role in keeping everything running smoothly behind the scenes.

Your responsibilities will include:

Preparing and processing new business applications.
Managing client records and ensuring information is accurate and up to date.
Liaising with clients, providers and advisers by phone and email.
Booking client meetings and managing adviser diaries.
Preparing documentation for client meetings.
Supporting advisers with day-to-day administration and client servicing.
Monitoring workflow to ensure work is completed accurately and efficiently.
Maintaining high standards of compliance and data security.
Providing an exceptional level of service to every client.

We’re looking for someone who:

Has excellent organisational skills and strong attention to detail.
Is friendly, professional and enjoys helping people.
Can manage multiple tasks and prioritise effectively.
Has excellent written and verbal communication skills.
Works well both independently and as part of a collaborative team.
Is confident using Microsoft Office.
Has previous administration experience (financial services experience is desirable but not essential).

Why join de Mellow & Co?

We’re proud of the culture we’ve built. We genuinely care about our people and believe that when our team thrives, our clients do too.

We offer:

A supportive and collaborative working environment.
Full training and ongoing professional development.
Career progression opportunities within a growing business.
Private Medical Insurance.
Death in Service and Critical Illness cover.
Birthday leave.
Company Christmas closure.
Regular social events and team celebrations.
The opportunity to be part of a Chartered Financial Planning practice that puts clients at the heart of everything we do.

We’d love to hear from you

If you’re looking for a career where you can make a real difference while developing your skills within a growing financial planning practice, we’d love to receive your application.

Pay: From £26,500.00 per year

Benefits:

Company pension
Enhanced maternity leave
Enhanced paternity leave
Life insurance
On-site parking
Private medical insurance
Sick pay

Work Location: In person

Quick apply

Refine Your Search

financial planner jobs in beaulieu, ham

Financial Services Administrator

Financial Planner

Financial Planning Administrator - 12-month FTC

Chartered Financial Planner

Senior Paraplanner

Senior Wealth Planner - Wealth Management

Wealth planner - Wealth Management

Wealth Planning Team Leader - Wealth Management

Paraplanner

Senior Paraplanner

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