Wealth manager Work, Jobs in Poole, Dor (with Salaries)

Events Lead
Eight Financial Advice —Bournemouth
- Weekend availability
- Hybrid work
- Guest services
- Employee assistance programme
Quick apply
8d
Wealth Manager - Wealth Management
Barclays —Bournemouth
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- Communication skills
- Negotiation
Quick apply
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Research
Data Manager
Glenmoor & Winton Academies —Bournemouth
- £35,377 a year
- School
- Employee discount
Recruitment Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- £40,000 - £45,000 a year
- Full-time
- Business development
- Analytics
Quick apply
Assistant Manager
Nusara —Bournemouth
- £27,977 - £28,600 a year
- Full-time
- Hospitality
- Sales
- Restaurant management
- Free parking
- Store discount
Quick apply
2d
Contracts Manager
JN Bentley —Poole
- Full-time
- Civil engineering
- Engineering
- No degree
Quick apply
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Financial services
- Employee assistance programme
- Employee discount
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Administrative experience
- Financial services
- School
- Free parking
- Annual leave
Quick apply
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Leadership
- Tax experience
- Gym membership
Care Assistant
McCarthy & Stone —Wimborne
- £13.70 an hour
- Part-time
- Customer service
- Cleaning
- Employee assistance programme
- Employee discount
Quick apply
9d

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Wealth Manager - Wealth Management
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Holding RDR Level 4 qualification, complemented by a financial planning qualification, and demonstrating outstanding relationship‑management skills; experience…
Events Lead
Eight Financial Advice —Bournemouth
Must be comfortable driving or independently reaching event locations as required. Capture high-quality social media content at events, including photos and…
Quick apply
8d

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Events Lead

Eight Financial Advice -
Bournemouth

Quick apply

Job details

Full-time
8 days ago

Benefits

Company pension
Employee assistance programme
Private medical insurance

Qualifications

Social media post scheduling
Event management experience
Content creation
Event planning assistance
Events management
Guest services
Event logistics scheduling

Full job description

Events Lead
Eight Financial Advice - Whiteley/Totton/Bournemouth

Eight Financial Advice is a UK-based wealth management and financial advice firm, offering tailored guidance across investments, pensions, tax planning, and related financial services. Our work is built around helping clients make confident financial decisions with support that is personal, practical, and trusted.

As Events Lead, you will play an important role within the marketing team, helping to deliver events that support client engagement and strengthen the firm’s presence. This role is well suited to someone thrives on owning event management and the day itself. Being able to think quickly on your feet and create a fantastic experience is key. This role will include events out of office hours including weekends.

Responsibilities:

Event Execution & Delivery:

Attend and actively contribute to internal planning and operational meetings to ensure seamless event delivery
Execute all EIGHT events to a consistently high standard, following agreed event strategies and plans.
Manage all event logistics including venues, suppliers, equipment, timings, and on-the-day coordination.

Guest Experience & Registration Management:

Ensure guests receive clear, timely, and professional communications before and after events, including: a) Event logistics b) Joining instructions c) Follow-up communications
Manage guest registration, attendance tracking, and confirmations across all events.
Ensure guests feel welcomed, informed, and well looked after at all times.

Event Communications (Pre & Post):

Inform New Enquiries Manager of upcoming events.
Coordinate and send event-related email communications in line with agreed timelines and messaging.
Support post-event follow-up communications as directed, ensuring a professional close to each event.
Collaborate and handover all lead and prospect event attendees to New Enquiries Manager. Providing full details and feedback they will need to begin pipeline management.

Social Content Capture & Scheduling (Events):

Capture high-quality social media content at events, including photos and short-form video.
Schedule approved event-related content across social channels in line with brand guidelines.
Ensure all content reflects the EIGHT brand and the tone of the event as approved by Brand & Marketing Specialist.

Requirements

Requirements below

Must be comfortable driving or independently reaching event locations as required
Must be confident attending and contributing to planning and operational meetings
Must be comfortable leading on-site delivery and acting as the primary point of contact during events.
Experience coordinating with colleagues, venue teams, and external suppliers
Eligible to work in the UK

Benefits

Hybrid working: 3 days in the office, 2 days wherever you work best
Performance bonus + Company-wide bonus (when Eight hits targets)
28 days' holiday + bank holidays + your birthday off
Private medical insurance & life assurance (4x salary)
Wellbeing support: EAP, mental health helpline, cycle-to-work scheme
Free mortgage and pension advice from our in-house experts
Volunteering time: 8 paid hours annually via The Eight Foundation
Regular socials & epic events

Quick apply

Refine Your Search

wealth manager jobs in poole, dor

Events Lead

Wealth Manager - Wealth Management

Headhunter (Talent Acquisition)

Business Development (Bid and Proposals) Manager

Data Manager

Recruitment Marketing Manager – Growth Partners Network

Assistant Manager

Contracts Manager

Business Development Manager (Advised Platform)

Administrator – Accountancy Services

Trust & Tax Manager

Care Assistant

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