Financial planning Work, Jobs in Wareham, Dor (with Salaries)

Financial Planning Administrator
Dynamite Recruitment Solutions Ltd —Poole
- £30,000 - £35,000 a year
- Hybrid work
- Organisational skills
- Communication skills
22h
Head of Financial Planning & Analysis
Draken —Bournemouth
- Microsoft Excel
- Analysis skills
- Accounting
8d
Financial Planning & Analysis Manager - 6 Month FTC
Space & Time —Bournemouth
- £55,000 - £75,000 a year
- Hybrid work
- Microsoft Excel
- Driving
- Communication skills
Quick apply
8d
Technical Administrator - Financial Planning
Ellis James Partners Ltd —Canford Cliffs
- £26,000 - £30,000 a year
- Microsoft Office
- Administrative experience
- Communication skills
10d
Project Manager
Parker Hannifin Corporation —Poole
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- PMP
Domestic Abuse Helpline Advisor, PART - TIME, Perm (£25029.28 - £25861.56 per annum, pro rata)
Bournemouth Churches Housing Association —Bournemouth
- £25,029.28 - £25,861.56 a year
- Part-time
Quick apply
IFA Administrator
Baggette + Co Wealth Management —Poole
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Work from home
- Life insurance
Quick apply
13d
Bids and Proposals Analyst
Eaton —Wimborne
- Part-time
- Sales
- Negotiation
- Flexible schedule
2d
Finance Manager
The Corporate Housing Partnership Limited —Poole
- £55,000 - £60,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Supervising experience
- Health & wellbeing programme
- Flexitime
Quick apply
1d
PA/ Appointment Maker
Peter Harding Wealth Management —Shaftesbury
- Full-time
- CRM software
- Microsoft Office
- Administrative experience
Quick apply
11d
Management Accountant
Better —Bournemouth
- £45,000 - £50,000 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Leadership
- Employee discount
Quick apply
14d
Golf Club Manager - Bulbury Woods Golf Club
Hoburne —Poole
- £45,000 a year
- Weekend availability
- Hospitality
- Management
- Customer service
- Employee assistance programme
- Employee discount
Financial Systems Reporting Analyst
LV= Life & Pensions —Bournemouth
- Azure
- Oracle
- SQL
- Employee assistance programme
- Employee discount
1d
Graduate Human Factors Integration Engineer
BAE Systems —Christchurch
- £34,000 a year
- CAD
- Master's degree
- Bachelor's degree
Customer Operations Manager
Royal Mail Group —New Milton
- Full-time
- Management
- Travel
- Leadership
- Annual leave
- Sick pay
1d
Town Planning Apprentice
McCarthy & Stone —Ringwood
- £26,000 a year
- Full-time
- Hybrid work
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
6d
Client Service Account Manager Associate
JPMorganChase —Bournemouth
- Full-time
- Customer service
- Analysis skills
- Continuous improvement
IT Director
Humphries Kirk Solicitors —Poole
- Full-time
- Hybrid work
- Management
- Up to 50% travel
- Project management
- Free parking
- Health & wellbeing programme
Quick apply
4d
Client Success Coordinator
Testlink —Poole
- From £26,000 a year
- Full-time
- Microsoft Excel
- Customer service
- Microsoft Office
- Free parking
Quick apply
13d
Governance Analyst
JPMorganChase —Bournemouth
- Full-time
- Time management
20h

I want to receive the latest job alerts for financial planning in wareham, dor

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

Financial Planning Administrator

Dynamite Recruitment Solutions Ltd -
Poole

Apply Now

Job details

Permanent
£30,000 - £35,000 a year
22 hours ago

Qualifications

Organisational skills
Communication skills

Full job description

Posted: 11/06/26 Recruiter: Dynamite Recruitment Solutions Ltd Reference: 3121138736 Type: Permanent Salary: £30,000 - £35,000 Annual Location: Poole, Dorset Description: This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm.Working closely with experienced advisers and support teams, the successful candidate will have the opportunity to develop their technical knowledge, gain industry qualifications, and progress into more senior administrative, paraplanning, or advisory roles over time.Key Responsibilities

Providing comprehensive administrative support to financial advisers and the wider client services team.
Preparing client review documentation and supporting advisers with meeting preparation.
Managing client communications and ensuring a consistently high standard of service.
Maintaining accurate client records and updating internal systems in accordance with regulatory requirements.
Liaising with providers and third parties to obtain information and process client requests.
Assisting with new business applications and monitoring cases through to completion.
Coordinating client reviews, appointments, and adviser diaries.

Career Development & Progression

Opportunities to study towards industry-recognised financial services qualifications.
Exposure to financial planning processes and technical client work.
Clear progression pathways into senior administration, paraplanning, client relationship management, or financial adviser positions.
Support from experienced professionals committed to helping individuals develop their skills and advance their careers.
A collaborative environment where ambition, initiative, and personal growth are encouraged and rewarded.

Skills and Attributes

Strong organisational and communication skills.
Excellent attention to detail and accuracy.
A proactive approach with a willingness to learn and develop.
Ability to manage multiple priorities and work effectively within a team.
Professional and client-focused with a commitment to delivering excellent service.

Hybrid working - Poole office£30,000 - £35,000 For more details please apply or contact Tegan at Dynamite Recruitment

Apply Now

Refine Your Search

financial planning jobs in wareham, dor

Financial Planning Administrator

Head of Financial Planning & Analysis

Financial Planning & Analysis Manager - 6 Month FTC

Technical Administrator - Financial Planning

Project Manager

Domestic Abuse Helpline Advisor, PART - TIME, Perm (£25029.28 - £25861.56 per annum, pro rata)

IFA Administrator

Bids and Proposals Analyst

Finance Manager

PA/ Appointment Maker

Management Accountant

Golf Club Manager - Bulbury Woods Golf Club

Financial Systems Reporting Analyst

Graduate Human Factors Integration Engineer

Customer Operations Manager

Town Planning Apprentice

Client Service Account Manager Associate

IT Director

Client Success Coordinator

Governance Analyst

I want to receive the latest job alerts for financial planning in wareham, dor

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected