Client advisor Work, Jobs in Wallisdown, 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
7d
Customer Service Advisor (Insurance)
Brown & Brown Europe —Poole
- Full-time
- Customer service
- In-person
- Negotiation
- Free parking
- Employee stock purchase plan
Quick apply
Stocktaker - Bournemouth
nGeneration —Bournemouth
- £26,500 - £28,500 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
ESG Manager
Innovus —New Milton
- £50,000 - £55,000 a year
- Full-time
- Data analysis skills
- Analysis skills
- In-person
- Free parking
Quick apply
12d
Sales Executive
Commercial Washrooms —Poole
- £28,000 - £45,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Sales
- Free parking
- Employee discount
Quick apply
4d
Retail Sales Advisor
Life Balance Chiropractic —Poole
- £13.50 - £19.00 an hour
- Part-time
- No experience needed
- Communication skills
- Free parking
Quick apply
Telesales Advisor
Better —Bournemouth
- £30,000 - £70,000 a year
- Full-time
- Sales
- Communication skills
Quick apply
Conference & Exhibitions Events Coordinator
BH Live —Bournemouth
- £32,427 a year
- Weekend availability
- Organisational skills
- Employee assistance programme
- Employee discount
Mortgage Advisor
The Mortgage Experts —Christchurch
- £60,000 - £100,000 a year
- Remote
Quick apply
Client Care Advisor
Vets for Pets —Salisbury
- Part-time
- Computer literacy
- Employee discount
Insurance Advisor
Howden Group Holdings —Poole
- Full-time
- Hybrid work
- Customer service
- Negotiation
- Employee discount
Customer Service Advisor
OA Partners —Bournemouth
- £26,250 a year
- Temporary
- Annual leave
13d
Hotel and Catering Equipment, Sales Advisor
The Hotel Clearance Company —Poole
- £28,000 - £38,000 a year
- Part-time
- CRM software
- Hospitality
- Sales
Quick apply
Financial Controller
The Corporate Housing Partnership Limited —Poole
- £60,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Accounting
- In-person
- Health & wellbeing programme
- Flexitime
Quick apply
20h
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Bournemouth
- £3,800 a month
- Full-time
- Sales
Quick apply
Junior Penetration Tester
SecQuest Information Security Limited —Southampton
- £25,000 - £35,000 a year
- Full-time
- Computer Science
- Analysis skills
- Travel
- Free parking
- Work from home
Quick apply
13d
Associate Banker
Barclays —Southampton
- Sales
- Business development
- Continuous improvement
Central Services Advisor
Intersafe —Romsey
- £15 an hour
- Part-time
- Sales
- Business development
- Computer skills
Quick apply
Tax Junior
Lester Aldridge —Bournemouth
- Accounting
- Communication skills
- Tax experience
Protection Advisor
Carlton Mays —Southampton
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
- Flexitime
- Work from home
Quick apply

I want to receive the latest job alerts for client advisor in wallisdown, dor

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

Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year
7 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

client advisor jobs in wallisdown, dor

Wealth Management Administrator

Customer Service Advisor (Insurance)

Stocktaker - Bournemouth

ESG Manager

Sales Executive

Retail Sales Advisor

Telesales Advisor

Conference & Exhibitions Events Coordinator

Mortgage Advisor

Client Care Advisor

Insurance Advisor

Customer Service Advisor

Hotel and Catering Equipment, Sales Advisor

Financial Controller

JUNIOR SALES ADVISOR

Junior Penetration Tester

Associate Banker

Central Services Advisor

Tax Junior

Protection Advisor

I want to receive the latest job alerts for client advisor in wallisdown, dor

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected