Wealth management Work, Jobs in Poole, Eng (with Salaries)

Wealth Management Administrator
Grove Wealth Management Ltd —Christchurch
- £24,000 - £27,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Management
Quick apply
Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate
JPMorganChase —Bournemouth
- Full-time
- Bachelor's degree
- Organisational skills
- IT
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Sales Supervisor
Jewson —Poole
- Full-time
- Management
- Sales
- Leadership
- Employee discount
Business Development Manager
Eight Financial Advice —Bournemouth
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
8d
Market Pricing Manager
Ageas —Bournemouth
- £80,000 a year
- Full-time
- Hybrid work
- SQL
- Machine learning
- No degree
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
14d
Business Development Manager
Leonard Curtis —Bournemouth
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Annual leave
- Work from home
Quick apply
Engineering Product Team Lead
Caterpillar —Wimborne
- From £57,000 a year
- Full-time
- Engineering
- Project management
- No degree
- Annual leave
8d
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Employee assistance programme
- Employee discount
Events Lead
Eight Financial Advice —Bournemouth
- Weekend availability
- Hybrid work
- Employee assistance programme
Quick apply
Acquisition Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
7d
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Business development
- Leadership
- Tax experience
- Gym membership
Care Assistant
McCarthy & Stone —Wimborne
- £13.70 an hour
- Part-time
- Employee assistance programme
- Employee discount
Quick apply
Private Wealth Adviser - Self-Employed
Skybound Wealth Management —Poole
- Hybrid work
Mortgage Adviser - Employed or Self-Employed
Skybound Wealth Management —Bournemouth
- Hybrid work
- Business development
Relief Care Assistant
McCarthy & Stone —Ferndown
- £13.26 an hour
- Part-time
- In-person
- Employee assistance programme
- Employee discount
Quick apply

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Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year

Benefits

Company pension

Qualifications

Microsoft Word
Microsoft Excel
Management
Salesforce
Microsoft Office
IT
Financial services
Communication skills

Full job description

About Us

Grove Wealth Management is a long established senior partner practice of St. James's Place Wealth Management. We offer a personal, bespoke service to individual and corporate clients. We pride ourselves on delivering tailored financial solutions, ensuring our clients achieve their long-term financial goals. We are seeking a motivated Financial Administrator to join our team in Christchurch, Dorset.

Overview
We are seeking an exceptionally organised and detail-oriented Financial Administrator who is passionate about getting things right first time. This is a fantastic opportunity for a candidate with experience in the wealth management sector.

Duties

Communication with third party providers to submit Letters of Authority and obtain policy information as required by the Advisors.
Financial Record Management: Maintain, update, and manage client financial records efficiently and accurately.
Administrative Support: Provide administrative support to our financial advisers, including document preparation, and data entry.
Reporting: Assist in generating financial reports, client documentation, and meeting file preparation as needed.
Client Liaison: Interact with clients as required, ensuring all communications and queries are handled professionally.
Compliance Support: Help ensure all processes are in line with regulatory requirements and internal policies.

Key Skills & Experience

Proven experience in a financial administration role or similar position.
Attention to Detail: High levels of accuracy are required, particularly when handling financial information.
Excellent Communication Skills: You will be in contact with both clients, external providers and colleagues, so clear and professional communication is vital.
IT Skills: Strong proficiency in Microsoft Office, Salesforce, OneNote, Word and Excel, and familiarity with other financial software (eg, FE Analytics) is beneficial.

Why Join Us?

Immediate start, in person training and online learning provided .
Ongoing training & professional development
A friendly, collaborative and supportive team environment

How to Apply

If you are passionate about financial administration and enjoy data management, please apply now to Grove Wealth Management Ltd.

Please note that a Public Information Identity Check will be undertaken if the position is offered to you. The check confirms identity and establishes any adverse financial records.

Job Type: Full-time

Pay: £24,000.00-£27,000.00 per year

Benefits:

Company pension

Experience:

Wealth Management: 1 year (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

wealth management jobs in poole, eng

Wealth Management Administrator

Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate

Wealth Planning Team Leader - Wealth Management

Sales Supervisor

Business Development Manager

Market Pricing Manager

Headhunter (Talent Acquisition)

Business Development (Bid and Proposals) Manager

Business Development Manager

Engineering Product Team Lead

Business Development Manager (Advised Platform)

Events Lead

Acquisition Marketing Manager – Growth Partners Network

Trust & Tax Manager

Care Assistant

Private Wealth Adviser - Self-Employed

Mortgage Adviser - Employed or Self-Employed

Relief Care Assistant

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