Financial adviser Work, Jobs in Horndean, 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
3d
EFS Senior Finance Adviser
Hampshire County Council —Winchester
- £40,643 - £45,077 a year
- Hybrid work
- Travel
- Accounting
- School
- Annual leave
14d
Finance Manager
Omnia Consulting —Waterlooville
- Full-time
- Microsoft Excel
- Management
- Sales
- Health & wellbeing programme
- Employee discount
Quick apply
4d
Senior Pensions Administrator
Nucleus Financial —Portsmouth
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Organisational skills
- IT
- Annual leave
Quick apply
4d
Clerk to Farnham Educational Foundation
Farnham Educational Foundation —Farnham
- £20 an hour
- Part-time
- Hybrid work
- Microsoft Word
- Microsoft Outlook
- Administrative experience
Quick apply
Financial Controller
TC GROUP —Portsmouth
- £35,000 - £40,000 a year
- Part-time
- Management
- ERP systems
- Data analysis skills
- Free parking
Quick apply
7d
Wealth Manager
National Westminster Bank PLC —Chandlers Ford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
22h
Director of Procurement and Commercial
University of Southampton —Southampton
- Full-time
- Hybrid work
- University
- Leadership
9d
Customer Service Adviser
Business Choice Direct —Eastleigh
- From £24,700 a year
- Full-time
- Microsoft Word
- Microsoft Outlook
- Customer service
- Free parking
- Health & wellbeing programme
Quick apply
4d
Trainee Compliance Officer
Rosemount Financial Solutions Ltd —Basingstoke
- £26,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
7d
Chartered Financial Planner
Benchmark Capital —Winchester
- Full-time
- Hybrid work
- Business development
- Mentoring
- Tax experience
Finance Graduate Scheme
Rosemount Financial Solutions Ltd —Basingstoke
- £25,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
Quick apply
1d
Financial Planner
The Progeny Group Limited —Fareham
- Full-time
- Remote
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
8d
Dealership Accountant
Greenhous - Retail & Fleet —Newport
- Full-time
- Employee discount
- Sick pay
Quick apply
8d
Growth Administrator
RSM UK —Eastleigh
- Full-time
- Hybrid work
- Sales
- Business development
- Organisational skills
Senior/Principal Consultant – Fraud Risk Services
RSM UK —Eastleigh
- Full-time
- Hybrid work
- Communication skills
Business Development Manager
Eight Financial Advice —Whiteley
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
9d
Mortgage Adviser
YesCanDo Money —Havant
- £30,000 a year
- Communication skills
- Free parking
- Annual leave
Financial Planning Administrator - 12-month FTC
Attivo Group —Fareham
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Paraplanner
RGH‑Global Limited —Bognor Regis
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
5d

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financial adviser jobs near horndean, ham

Financial Services Administrator

de Mellow & Co Ltd
Waterlooville

Quick apply

Job details

Permanent | Full-time
From £26,500 a year
3 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 adviser jobs in horndean, ham

Financial Services Administrator

EFS Senior Finance Adviser

Finance Manager

Senior Pensions Administrator

Clerk to Farnham Educational Foundation

Financial Controller

Wealth Manager

Director of Procurement and Commercial

Customer Service Adviser

Trainee Compliance Officer

Chartered Financial Planner

Finance Graduate Scheme

Financial Planner

Dealership Accountant

Growth Administrator

Senior/Principal Consultant – Fraud Risk Services

Business Development Manager

Mortgage Adviser

Financial Planning Administrator - 12-month FTC

Paraplanner

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