Management associate Work, Jobs in Minstead, Ham (with Salaries)

Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
1d
CSA (Customer Service Associate)
Teachers Building Society —Wimborne
- Up to £26,775 a year
- Full-time
- Hybrid work
- Microsoft Word
- Customer service
- Analysis skills
- Free parking
- Health & wellbeing programme
Quick apply
11d
Historic Environment Adviser
Forestry Commission —Lyndhurst
- £33,854 a year
- Full-time
- Microsoft Office
- Presentation skills
- IT
Seasonal Sales Associate
Crocs —Portsmouth
- £12.50 an hour
- Weekend availability
- Communication skills
- Flexible schedule
4d
Compliance Assistant
Azzurro Associates Ltd —Fareham
- Full-time
- Hybrid work
- Microsoft Office
- Analysis skills
- Bachelor's degree
- Free parking
- Life insurance
Quick apply
4d
Collateral Management Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
2d
Early Years & Playwork Practical - Associate Assessor - Remote
learndirect Ltd —Bournemouth
- £100 a day
- Weekend availability
- Remote
- Flexible schedule
Quick apply
4d
Associate Planner
Churchill Retirement PLC —Ringwood
- Communication skills
- Negotiation
2d
Associate Executive Director: Commercial Operations
Royal Navy Museums —Portsmouth
- £65,515 - £72,248 a year
- Full-time
- Hybrid work
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
HR Advisor
BAE Systems —Portsmouth
- Up to £47,000 a year
- Human resources
- Organisational skills
10d
Project Coordinator
AQ International —Salisbury
- Microsoft Powerpoint
- Travel
Quick apply
Lawyer Support Associate - Woodstock Legal Services (6-month FTC)
Lawhive —Poole
- £27,000 a year
- Hybrid work
- IT
- Communication skills
- Office experience
- Annual leave
Pensions Administrator
XPS Pensions Group —Portsmouth
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Project Coordinator
Precision Medicine Group —Salisbury
- Microsoft Powerpoint
- Travel
Assistant Store Manager
Footasylum —Southampton
- Organisational skills
- Communication skills
1d
IT technician, Associate
Curtiss-Wright —Wimborne
- Full-time
- IT
Sales Assistant - World of Smoke & Vape
World of Smoke and Vape —Southampton
- £12.71 - £13.71 an hour
- Part-time
- Merchandising
- Basic maths
- Organisational skills
- Store discount
- Employee discount
Quick apply
Partnership Living Associate
Abri —Eastleigh
- Up to £35,519 a year
- Full-time
- Communication skills
3d
Events Operations Manager
Restaurant Associates —Beaulieu
- £34,500 a year
- Hospitality
- Management
- Team management
- Employee discount
Employee Relations Advisor
Public Sector Resourcing —Salisbury
- Full-time
- Human resources
- Communication skills
- Work from home
4d

I want to receive the latest job alerts for management associate in minstead, ham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

management associate jobs near minstead, ham

Associate Client Manager (Trainee Adviser Pathway)

Keyplan Wealth
Brockenhurst

Quick apply

Job details

Full-time
£24,420 - £31,500 a year
1 day ago

Qualifications

Economics
Driving Licence
English
Financial services
Business
Communication skills
Certificate in Insurance

Full job description

Location: Brockenhurst, New Forest (Hybrid: Fixed weekly pattern of office and home working)
Position: Full-time, Permanent
Salary: Competitive, based on experience + benefits & study support

About Us

We are an established, client-focused financial planning practice providing bespoke wealth management, retirement, and tax planning solutions to individuals, families, and businesses. We pride ourselves on delivering a highly personalised, exemplary standard of service and advice.
As part of our continued growth, we are seeking an ambitious and meticulous Associate to work directly alongside the Practice Principal. This position offers a hands-on, comprehensive introduction to the profession, providing a structured pathway to progressing into a fully qualified Financial Adviser role.

The Role

This dual-focus position combines sophisticated administrative management, client relationship care, and technical financial services exposure. Working in close alignment with the Practice Principal, you will ensure that client consultations are seamlessly coordinated, follow-up actions are executed meticulously, and the technical operations of the practice run efficiently.

Working Pattern & Travel:

The position operates on a hybrid structure with a fixed weekly pattern of both office-based and remote working. Because our client base is national, the role requires regular travel to attend face-to-face client meetings alongside the Principal. Consequently, a high degree of professional flexibility is required, including occasional overnight travel within the UK (all business travel expenses are fully covered).

Key Responsibilities:

Consultation & Meeting Support: Accompany the Principal to client meetings across the UK, acting as a professional secondary representative, capturing comprehensive technical notes, and documenting clear action points.

Client & Provider Liaison: Act as a key point of contact for clients and product providers, managing complex administrative workflows and resolving queries efficiently.

Professional Correspondence: Draft high-quality, bespoke follow-up communications, client letters, and summaries of financial recommendations.

Technical Systems Management: Utilise specialised investment tools, platforms, and financial software to gather data, construct basic projections, and support the broader advice process.

Who You Are

This role is ideally suited to an ambitious graduate (holding a degree in Finance, Economics, Business, Law, or a related discipline) or an experienced Financial Services Administrator seeking a definitive, career-track progression.

Aspiration to Advise: A genuine, long-term ambition to develop into a client-facing, fully qualified Financial Adviser.

Professional Adaptability: Comfortable with national travel, fluid schedules, and occasional overnight stays to support widespread client relationships.

Advanced Communication Skills: Impeccable written and spoken English, with the ability to articulate technical financial details clearly and professionally.

Rigorous Attention to Detail: A strong commitment to accuracy and precision in financial administration and data management.

Qualifications & Requirements

- A relevant degree OR solid experience within a UK wealth management or financial services environment.
- A full UK driving licence and a willingness to travel nationally are essential.
- Existing CII/PFS professional qualifications are not a prerequisite for application.
- Commitment to Professional Development: A dedicated willingness to study for industry-recognised qualifications (such as the CII Diploma in Regulated Financial Planning) in your own time is essential to facilitate career progression.

What We Offer

- Direct mentorship and daily exposure to an experienced Practice Principal.
- A transparent, structured career roadmap from Associate to Adviser.
- Comprehensive study support (covering examination fees and study materials) upon successful completion of the probationary period.
- A professional working environment in Brockenhurst, complemented by a structured hybrid working routine.

Job Type: Full-time

Pay: £24,420.00-£31,500.00 per year

Work Location: Hybrid remote in Brockenhurst (Hampshire)

Quick apply

Refine Your Search

management associate jobs in minstead, ham

Associate Client Manager (Trainee Adviser Pathway)

CSA (Customer Service Associate)

Historic Environment Adviser

Seasonal Sales Associate

Compliance Assistant

Collateral Management Associate

Early Years & Playwork Practical - Associate Assessor - Remote

Associate Planner

Associate Executive Director: Commercial Operations

HR Advisor

Project Coordinator

Lawyer Support Associate - Woodstock Legal Services (6-month FTC)

Pensions Administrator

Project Coordinator

Assistant Store Manager

IT technician, Associate

Sales Assistant - World of Smoke & Vape

Partnership Living Associate

Events Operations Manager

Employee Relations Advisor

I want to receive the latest job alerts for management associate in minstead, ham

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected