Financial advisor Work, Jobs in New Forest, Ham (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
4d
Mortgage Advisor
The Mortgage Experts —Christchurch
- £60,000 - £100,000 a year
- Remote
Quick apply
Regional HR Advisor
Hillier Nurseries Ltd —Romsey
- £36,700 a year
- Full-time
- Travel
- Human resources
- In-person
- Free parking
- Annual leave
Quick apply
3d
Customer Recoveries Advisor
Utilita Energy Limited —Valley Park
- £27,976 a year
- Full-time
- Hybrid work
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Insurance Advisor
Howden Group Holdings —Winchester
- Full-time
- Hybrid work
- Employee discount
Associate Banker
Barclays —Southampton
- Sales
- Business development
- Continuous improvement
Designate General Manager
Fish Inn —Ringwood
- Full-time
- Annual leave
- Employee discount
Quick apply
3d
Protection Advisor
Carlton Mays —Southampton
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
- Flexitime
- Work from home
Quick apply
Auditing Executive
Your Recruitment People —Fareham
- £25,522.64 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Free parking
- Life insurance
Quick apply
2d
Sales Centre Manager
Bidfood —Salisbury
- £47,500 a year
- Sales
- Employee discount
Sales Advisor
The White Company —Portsmouth
- Customer service
- Employee discount
4d
Cyber Security Consultant
Redbay —Portsmouth
- £42,000 - £56,000 a year
- Full-time
- Hybrid work
- Travel
- Communication skills
- Work from home
- Gym membership
Underwriting Service Advisor
Zurich Insurance —Fareham
- £29,000 a year
- Part-time
- Hybrid work
- Continuous improvement
- Communication skills
- Time management
- Flexible schedule
Sales Advisor
The Perfume Shop —Southampton
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
Quality Assurance Advisor
Aerial Direct —Fareham
- £26,500 a year
- Hybrid work
- Microsoft Excel
- Microsoft Office
- Analysis skills
Quick apply
3d
Parts Advisor (FTC)
Alliance Automotive Group LV —Totton
- Communication skills
- Employee discount
Quick apply
12d
Finance Director
Pure Human Resources —North Baddesley
- £75,000 - £90,000 a year
- Full-time
- Hybrid work
- Management
- Analysis skills
- Tax experience
9d
Customer Sales Advisor
Halfords —Christchurch
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Customer Advisor - 12 Hours
JoJo Maman Bébé —Lymington
- 12 hour shift
- Sales
- Customer service
- IT
- Annual leave
21h
Customer Advisor
Pavers —Portsmouth
- £13.00 - £13.50 an hour
- 8 hour shift
- 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
4 days ago

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

financial advisor jobs in new forest, ham

Wealth Management Administrator

Mortgage Advisor

Regional HR Advisor

Customer Recoveries Advisor

Insurance Advisor

Associate Banker

Designate General Manager

Protection Advisor

Auditing Executive

Sales Centre Manager

Sales Advisor

Cyber Security Consultant

Underwriting Service Advisor

Sales Advisor

Quality Assurance Advisor

Parts Advisor (FTC)

Finance Director

Customer Sales Advisor

Customer Advisor - 12 Hours

Customer Advisor

I want to receive the latest job alerts for financial advisor in new forest, ham

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