Financial planning Work, Jobs in Wareham, Dor (with Salaries)

Financial Planning Administrator
Dynamite Recruitment Solutions Ltd —Poole
- £30,000 - £35,000 a year
- Hybrid work
- Organisational skills
- Communication skills
14h
Head of Financial Planning & Analysis
Draken —Bournemouth
- Microsoft Excel
- Analysis skills
- Accounting
7d
Financial Planning & Analysis Manager - 6 Month FTC
Space & Time —Bournemouth
- £55,000 - £75,000 a year
- Hybrid work
- Microsoft Excel
- Driving
- Communication skills
Quick apply
7d
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
10d
Project Manager
Parker Hannifin Corporation —Poole
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
Finance Manager
The Adam Practice —Poole
- £46,000 a year
- Part-time
- Microsoft Excel
- Computer literacy
- Maintenance
- Free parking
- Annual leave
Quick apply
Domestic Abuse Helpline Advisor, PART - TIME, Perm (£25029.28 - £25861.56 per annum, pro rata)
Bournemouth Churches Housing Association —Bournemouth
- £25,029.28 - £25,861.56 a year
- Part-time
Quick apply
IFA Administrator
Baggette + Co Wealth Management —Poole
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Life insurance
Quick apply
12d
Bids and Proposals Analyst
Eaton —Wimborne
- Part-time
- Sales
- Negotiation
- Flexible schedule
2d
PA/ Appointment Maker
Peter Harding Wealth Management —Shaftesbury
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
10d
Management Accountant
Better —Bournemouth
- £45,000 - £50,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Leadership
- Employee discount
Quick apply
13d
Golf Club Manager - Bulbury Woods Golf Club
Hoburne —Poole
- £45,000 a year
- Weekend availability
- Hospitality
- Management
- Customer service
- Employee assistance programme
- Employee discount
Graduate Human Factors Integration Engineer
BAE Systems —Christchurch
- £34,000 a year
- CAD
- Master's degree
- Bachelor's degree
Customer Operations Manager
Royal Mail Group —New Milton
- Full-time
- Management
- Travel
- Leadership
- Annual leave
- Sick pay
1d
Governance Analyst
JPMorganChase —Bournemouth
- Full-time
- Time management
12h
Town Planning Apprentice
McCarthy & Stone —Ringwood
- £26,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
6d
Client Service Account Manager Associate
JPMorganChase —Bournemouth
- Full-time
- Customer service
- Analysis skills
- Continuous improvement
Finance Manager
The Corporate Housing Partnership Limited —Poole
- £55,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Supervising experience
- Health & wellbeing programme
- Flexitime
Quick apply
23h
Client Success Coordinator
Testlink —Poole
- From £26,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
13d
Practice Manager
Dr Helen Allergy / Dr Helen Medical —St. Leonards and St. Ives West
- £45,000 - £55,000 a year
- Full-time
- Management
- Administrative experience
- Human resources
- Annual leave
Quick apply
9d

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financial planning jobs near wareham, dor

Financial Planning Administrator

Dynamite Recruitment Solutions Ltd -
Poole

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
14 hours ago

Qualifications

Organisational skills
Communication skills

Full job description

Posted: 11/06/26 Recruiter: Dynamite Recruitment Solutions Ltd Reference: 3121138736 Type: Permanent Salary: £30,000 - £35,000 Annual Location: Poole, Dorset Description: This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time.Key Responsibilities

Providing comprehensive administrative support to financial advisers and the wider client services team.
Preparing client review documentation and supporting advisers with meeting preparation.
Managing client communications and ensuring a consistently high standard of service.
Maintaining accurate client records and updating internal systems in accordance with regulatory requirements.
Liaising with providers and third parties to obtain information and process client requests.
Assisting with new business applications and monitoring cases through to completion.
Coordinating client reviews, appointments, and adviser diaries.

Career Development & Progression

Opportunities to study towards industry-recognised financial services qualifications.
Exposure to financial planning processes and technical client work.
Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions.
Support from experienced professionals committed to helping individuals develop their skills and advance their careers.
A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded.

Skills and Attributes

Strong organisational and communication skills.
Excellent attention to detail and accuracy.
A proactive approach with a willingness to learn and develop.
Ability to manage multiple priorities and work effectively within a team.
Professional and client-focused with a commitment to delivering excellent service.

Hybrid working - Poole office£30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

Apply Now

Refine Your Search

financial planning jobs in wareham, dor

Financial Planning Administrator

Head of Financial Planning & Analysis

Financial Planning & Analysis Manager - 6 Month FTC

Technical Administrator - Financial Planning

Project Manager

Finance Manager

Domestic Abuse Helpline Advisor, PART - TIME, Perm (£25029.28 - £25861.56 per annum, pro rata)

IFA Administrator

Bids and Proposals Analyst

PA/ Appointment Maker

Management Accountant

Golf Club Manager - Bulbury Woods Golf Club

Graduate Human Factors Integration Engineer

Customer Operations Manager

Governance Analyst

Town Planning Apprentice

Client Service Account Manager Associate

Finance Manager

Client Success Coordinator

Practice Manager

I want to receive the latest job alerts for financial planning in wareham, dor

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