Financial administrator Work, Jobs in Swanage, Dor (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
Administrator- Client Integration and Billing
Innovus —New Milton
- Up to £25,000 a year
- Full-time
- Microsoft Word
- Microsoft Office
- Accounting
Quick apply
4d
Operations Coordinator
Health Services Safety Investigations Body —Poole
- £32,073 - £39,043 a year
- Full-time
- IT
4d
SEND Administrator (Part Time)
Twynham School —Christchurch
- £28,598 - £32,597 a year
- Part-time
- Administrative experience
- Organisational skills
- IT
- Employee assistance programme
- Employee discount
Quick apply
Senior Administrator
Colten Care —Christchurch
- £14.20 - £15.70 an hour
- Weekend availability
- Nursing home
- Customer service
- Microsoft Office
3d
Warranty Administrator
Marshall Motor Group —Bournemouth
- £32,000 a year
- IT
- Annual leave
- Employee discount
Quick apply
Patient Administrator
Circle Health Group —Dorchester
- £26,576.61 a year
- Part-time
- Hospital
- Employee discount
- Life insurance
IFA Administrator
Lewis Investment —Poole
- Full-time
- Microsoft Office
- Organisational skills
- IT
Quick apply
FINANCE ADMINISTRATOR - FTC 5 Months
Appello —New Milton
- £24,000 - £26,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Employee assistance programme
Accounts/Office Administrator
Holmes Of Beauty —Bournemouth
- £12.80 - £15.00 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Organisational skills
- Communication skills
- Free parking
- Annual leave
Quick apply
4d
Accommodation Administrator
University Hospitals Dorset NHS Foundation Trust —Poole
- Full-time
- Hospital
3d
Home Administrator
Amica Care Trust —Weymouth
- £13.42 an hour
- Full-time
- Customer service
- Administrative experience
- IT
- Employee assistance programme
- Referral programme
Purchase Ledger Administrator (Maternity Cover)
SIXT —Dorchester
- Microsoft Excel
- Data entry
- Communication skills
Quick apply
Housing Options Assistant
New Forest District Council —Lyndhurst
- £27,939 - £30,372 a year
- Full-time
- Hybrid work
- Microsoft Office
- IT
- Communication skills
- Employee assistance programme
- Employee discount
Office Administrator
Cold Banana Limited —Bournemouth
- £25,000 - £28,000 a year
- Part-time
- Microsoft Word
- Microsoft Office
- Administrative experience
Quick apply
Payroll Administrator
Knights Brown —Ringwood
Sales Administrator
Daisy Communications LTD —Bournemouth
- £26,000 a year
- Full-time
- Microsoft Office
- Organisational skills
- IT
- Referral programme
Quick apply
Programme Administrator (0.5 FTE)
Bournemouth University —Bournemouth
- £25,249 - £28,031 a year
- Hybrid work
- Annual leave
- Flexitime
8d
Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Retail Administrator
Mole Country Stores —Dorchester
- Part-time
- Organisational skills
- IT
- Communication skills
- Free parking
- Store discount

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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 administrator jobs in swanage, dor

Wealth Management Administrator

Administrator- Client Integration and Billing

Operations Coordinator

SEND Administrator (Part Time)

Senior Administrator

Warranty Administrator

Patient Administrator

IFA Administrator

FINANCE ADMINISTRATOR - FTC 5 Months

Accounts/Office Administrator

Accommodation Administrator

Home Administrator

Purchase Ledger Administrator (Maternity Cover)

Housing Options Assistant

Office Administrator

Payroll Administrator

Sales Administrator

Programme Administrator (0.5 FTE)

Administrator – Accountancy Services

Retail Administrator

I want to receive the latest job alerts for financial administrator in swanage, dor

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