Financial advisor Work, Jobs in Branksome, Dor (with Salaries)

Wealth Management Administrator - Hybrid
Argentis Group Limited —Poole
- Full-time
- Hybrid work
- Administrative experience
- Financial services
- Communication skills
- Employee discount
Quick apply
Sales Executive
CarFinance247 —Bournemouth
- Up to £32,000 a year
- Customer service
- Financial services
- In-person
- Annual leave
Quick apply
Head of Philanthropy and Alumni Engagement
Canford —Wimborne
- Weekend availability
- CRM software
- Customer service
- Computer literacy
Quick apply
12d
Personal Tax Accountant
The Affinity Group —Wimborne
- £26,000 - £30,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Health & wellbeing programme
- Employee discount
Quick apply
Service Advisor
Marshall Motor Group —Bournemouth
- £32,915 - £40,115 a year
- Front desk
- Communication skills
- Annual leave
- Employee discount
Quick apply
Underwriting Manager
Teachers Building Society —Wimborne
- Up to £55,000 a year
- Full-time
- Hybrid work
- Management
- Team management
- Training & development
- Free parking
- Health & wellbeing programme
Quick apply
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- Communication skills
- Negotiation
Quick apply
x2 Employability Practitioner
The Salvation Army —Bournemouth
- £31,119 - £33,069 a year
- Full-time
9d
Insurance Advisor
Howden Group Holdings —Bournemouth
- Full-time
- Hybrid work
- Employee discount
5d
Debt Advisor
Faithworks —Bournemouth
- £14.00 - £14.65 an hour
- Part-time
- Recruiting
- Organisational skills
- Financial services
- Health & wellbeing programme
Quick apply
13d
Sales Centre Manager
Bidfood —Salisbury
- £47,500 a year
- Training & development
- Communication skills
- Employee discount
Quick apply
Senior Business Development Manager
Nourish Care —Bournemouth
- Hybrid work
- CRM software
- Research
- Business development
- Annual leave
- Employee assistance programme
Customer Sales Advisor
Halfords —Poole
- £10.85 - £12.71 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Procurement Officer - Part Time (25 hours)
Indra Group UK & Ireland —Bournemouth
- Part-time
- ERP systems
- Communication skills
- Free parking
- Employee discount
Quick apply
Compliance Administrator
Haven —Weymouth
- Full-time
- Organisational skills
- Training & development
- Communication skills
- Employee discount
Quick apply
Retail Sales Advisor
Brewers Decorator Centres —Poole
- £28,136 a year
- Customer service
- Communication skills
- Employee assistance programme
Trade Implementation Manager Senior Associate
JPMorganChase —Bournemouth
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Conflict management
QA Engineer
Indra Group UK & Ireland —Bournemouth
- Full-time
- Hybrid work
- Windows
- SDLC
- Free parking
- Employee discount
Quick apply
Wealth Manager - Wealth Management
Barclays —Bournemouth
14d
Manager/Senior Manager - Accounts
PKF Francis Clark —Poole
- Hybrid work
- Communication skills

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financial advisor jobs near branksome, dor

Wealth Management Administrator - Hybrid

Argentis Group Limited
Poole

Quick apply

Job details

Full-time

Benefits

Private medical insurance
Employee discount

Qualifications

Financial planning
Administrative support experience
Administrative experience
Customer support
Financial services
Customer interaction
Communication skills

Full job description

Looking for a role where you can focus on what you do best administration?

Do you genuinely enjoy admin, deliver high-quality work, and provide excellent client support?

If you enjoy working with documents and systems, take pride in accuracy, and like to keep things organised and on track, this job could be a great fit.

If youre able to roll your sleeves up and get things done, whilst providing a professional and helpful service to both clients and colleagues, then wed love to hear from you.

Where do you fit in?

In this hands-on admin role, youll support our Team of Advisors by ensuring that client administration and our annual review processes run smoothly and efficiently.

Using your previous financial services experience, youll be at the heart of our mission to provide exceptional service. Youll support preparing review packs and ensure that our records are kept accurate and updated. Youll liaise with policy providers, and be a compliance champion, as we are a regulated industry. Youll help clients with queries, ensuring we provide a first-class service.

Whats in it for you?

A competitive salary + benefits including private medical insurance, paid birthday leave, and a staff discount platform giving you money off a wide range of goods and days out
A busy and varied, role where youll always have plenty to do and lots of opportunities to learn
Youll be joining a growing team in a friendly business

What do you need to be successful?

Financial Services / Financial Planning admin experience is a must, please, along with excellent communication and customer service skills, and a willingness to learn
Accuracy and the ability to meet deadlines effective at organising and prioritising your workload. Youll be adaptable, friendly, and helpful
Youll be positive, good with people, and technology & system savvy

We work 35 hours per week, Monday to Friday. Youll be based from our Poole office.

Following successful completion of your training period, hybrid working is available, with three days at our office and two days working from home.

Who are Argentis Wealth Management? What do we do?

This position is with Argentis Wealth Management - an Independent Financial Advice firm, authorised by the Financial Conduct Authority, owned by Argentis Group Ltd. We have one mission at our core: giving our clients confidence in their finances. We offer a broad range of wealth management and financial planning services to our clients, ranging from large scale investors and companies to individuals and small businesses.

Were looking for talented people to join our teams, to help us achieve our goals and build for the future.

We are committed to equality of opportunity for all; we care passionately about our staff and are committed to promoting and protecting the physical and mental health of all our employees.

Quick apply

Refine Your Search

financial advisor jobs in branksome, dor

Wealth Management Administrator - Hybrid

Sales Executive

Head of Philanthropy and Alumni Engagement

Personal Tax Accountant

Service Advisor

Underwriting Manager

Headhunter (Talent Acquisition)

x2 Employability Practitioner

Insurance Advisor

Debt Advisor

Sales Centre Manager

Senior Business Development Manager

Customer Sales Advisor

Procurement Officer - Part Time (25 hours)

Compliance Administrator

Retail Sales Advisor

Trade Implementation Manager Senior Associate

QA Engineer

Wealth Manager - Wealth Management

Manager/Senior Manager - Accounts

I want to receive the latest job alerts for financial advisor in branksome, dor

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