Financial 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
6d
Insurance Advisor
Howden Group Holdings —Poole
- Full-time
- Hybrid work
- Customer service
- Negotiation
- Employee discount
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
13h
Sales Advisor
The Perfume Shop —Bournemouth
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
11d
Mortgage Advisor
The Mortgage Experts —Christchurch
- £60,000 - £100,000 a year
- Remote
Quick apply
Customer Services Advisor
Halfords —Ferndown
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
Customer Advisor
Pavers —Poole
- £13.00 - £13.50 an hour
- 8 hour shift
- Employee discount
Quick apply
9d
Team Leader
The Perfume Shop —Bournemouth
- £14.49 an hour
- Sales
- IT
- Leadership
- Employee discount
11d
Designate General Manager
The Pavilion Arms —Bournemouth
- Full-time
- Annual leave
- Employee discount
Quick apply
10d
Customer Sales Advisor
Halfords —Christchurch
- £10.85 - £12.71 an hour
- Part-time
- Sales
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
Sales Advisor
River Island —Bournemouth
- £11.56 - £12.80 an hour
- Employee discount
Quick apply
Sales Centre Manager
Bidfood —Salisbury
- £47,500 a year
- Sales
- Employee discount
Designate General Manager
Fish Inn —Ringwood
- Full-time
- Annual leave
- Employee discount
Quick apply
5d
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
5d
Underwriting Manager
Teachers Building Society —Wimborne
- Up to £55,000 a year
- Full-time
- Hybrid work
- Management
- Financial services
- Leadership
- Free parking
- Health & wellbeing programme
Quick apply
Associate Banker
Barclays —Southampton
- Sales
- Business development
- Continuous improvement
Protection Advisor
Carlton Mays —Southampton
- £30,000 - £50,000 a year
- Full-time
- Analysis skills
- In-person
- Negotiation
- Flexitime
- Work from home
Quick apply
Parts Advisor
Alliance Automotive Group LV —Salisbury
- Communication skills
- Employee discount
Quick apply
7d
Senior Retail Sales Advisor
Brewers Decorator Centres —Salisbury
- Sales
- Customer service
- Communication skills
- Employee assistance programme
5d
Employee Benefits Administrator
Menzies LLP —Southampton
- Hybrid work
- Time management

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Wealth Management Administrator

Grove Wealth Management Ltd
Christchurch

Quick apply

Job details

Full-time
£24,000 - £27,000 a year
6 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 wallisdown, dor

Wealth Management Administrator

Insurance Advisor

Financial Controller

Sales Advisor

Mortgage Advisor

Customer Services Advisor

Customer Advisor

Team Leader

Designate General Manager

Customer Sales Advisor

Sales Advisor

Sales Centre Manager

Designate General Manager

Headhunter (Talent Acquisition)

Underwriting Manager

Associate Banker

Protection Advisor

Parts Advisor

Senior Retail Sales Advisor

Employee Benefits Administrator

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

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