Finance associate Work, Jobs in Warsash, Ham (with Salaries)

Associate Client Manager (Trainee Adviser Pathway)
Keyplan Wealth —Brockenhurst
- £24,420 - £31,500 a year
- Full-time
- Hybrid work
- English
- Travel
- Financial services
Quick apply
14d
Associate Director of Contract Finance
Hampshire and Isle of Wight ICB —Eastleigh
- £79,504 - £91,609 a year
- Full-time
- Hybrid work
- Employee discount
- Sick pay
1d
Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate
JPMorganChase —Bournemouth
- Full-time
- Bachelor's degree
- Organisational skills
- IT
Project Manager - Associate
JPMorganChase —Bournemouth
- Full-time
- SQL
- Analysis skills
- Continuous improvement
4d
Trading Services Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
Operations Manager, AMZL
Amazon UK Services Ltd. —Havant
- Full-time
- Microsoft Word
- Microsoft Outlook
- English
Collateral Management Associate
JPMorganChase —Bournemouth
- Full-time
- Communication skills
Business Management Support Analyst (Part Time)
JPMorganChase —Bournemouth
- Part-time
- Analysis skills
- SharePoint
- Time management
14d
Corporate - Senior Associate - Firmwide not London
Clarke Willmott LLP —Southampton
- Business development
- Organisational skills
- Communication skills
Programme Director
Raytheon —Fareham
- Full-time
- Hybrid work
- Continuous improvement
- Driving
- Leadership
- Sick pay
10h
Applied AI ML Engineer
JPMorganChase —Bournemouth
- Full-time
- Master's degree
- APIs
- AI
Associate / Senior Associate - Land Development
Thrings —Romsey
- Hybrid work
- Banking
- Life insurance
Family Associate / Partner
Thrings —Romsey
- Hybrid work
- Business development
- Communication skills
- Banking
- Life insurance
Agricultural Property Solicitor/Associate
Thrings —Romsey
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
- Life insurance
7d
Senior Associate / Partner - Dispute Resolution
Thrings —Romsey
- Hybrid work
- Analysis skills
- Contracts
- Communication skills
- Life insurance
M&A Tax Associate Director
RSM UK —Eastleigh
- Full-time
- Hybrid work
- Business development
- Project management
- Tax experience
Associate Dentist - Permanent or Long Term Locum
Damira Dental Studios —Portsmouth
- £120,000 - £250,000 a year
- Part-time
- In-person
Quick apply
15h
Margin Services Automation and Testing Senior Associate (Part Time)
JPMorganChase —Bournemouth
- Part-time
- Microsoft Powerpoint
- Microsoft Outlook
- Java
14d

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Associate Director of Contract Finance
Hampshire and Isle of Wight ICB —Eastleigh
It contributes to strategic planning, commissioning strategy, and continuous improvement of financial and contracting processes.
£79,504 - £91,609 a year
1d
Associate Director - FP&A
Ergomed —Guildford
Identify and address skill gaps, driving continuous improvement across the team. Identify and implement process improvements across FP&A and reporting…
Quick apply

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finance associate jobs near warsash, ham

Associate Client Manager (Trainee Adviser Pathway)

Keyplan Wealth
Brockenhurst

Quick apply

Job details

Full-time
£24,420 - £31,500 a year
14 days ago

Qualifications

Economics
Driving Licence
English
Financial services
Business
Communication skills
Certificate in Insurance

Full job description

Location: Brockenhurst, New Forest (Hybrid: Fixed weekly pattern of office and home working)
Position: Full-time, Permanent
Salary: Competitive, based on experience + benefits & study support

About Us

We are an established, client-focused financial planning practice providing bespoke wealth management, retirement, and tax planning solutions to individuals, families, and businesses. We pride ourselves on delivering a highly personalised, exemplary standard of service and advice.
As part of our continued growth, we are seeking an ambitious and meticulous Associate to work directly alongside the Practice Principal. This position offers a hands-on, comprehensive introduction to the profession, providing a structured pathway to progressing into a fully qualified Financial Adviser role.

The Role

This dual-focus position combines sophisticated administrative management, client relationship care, and technical financial services exposure. Working in close alignment with the Practice Principal, you will ensure that client consultations are seamlessly coordinated, follow-up actions are executed meticulously, and the technical operations of the practice run efficiently.

Working Pattern & Travel:

The position operates on a hybrid structure with a fixed weekly pattern of both office-based and remote working. Because our client base is national, the role requires regular travel to attend face-to-face client meetings alongside the Principal. Consequently, a high degree of professional flexibility is required, including occasional overnight travel within the UK (all business travel expenses are fully covered).

Key Responsibilities:

Consultation & Meeting Support: Accompany the Principal to client meetings across the UK, acting as a professional secondary representative, capturing comprehensive technical notes, and documenting clear action points.

Client & Provider Liaison: Act as a key point of contact for clients and product providers, managing complex administrative workflows and resolving queries efficiently.

Professional Correspondence: Draft high-quality, bespoke follow-up communications, client letters, and summaries of financial recommendations.

Technical Systems Management: Utilise specialised investment tools, platforms, and financial software to gather data, construct basic projections, and support the broader advice process.

Who You Are

This role is ideally suited to an ambitious graduate (holding a degree in Finance, Economics, Business, Law, or a related discipline) or an experienced Financial Services Administrator seeking a definitive, career-track progression.

Aspiration to Advise: A genuine, long-term ambition to develop into a client-facing, fully qualified Financial Adviser.

Professional Adaptability: Comfortable with national travel, fluid schedules, and occasional overnight stays to support widespread client relationships.

Advanced Communication Skills: Impeccable written and spoken English, with the ability to articulate technical financial details clearly and professionally.

Rigorous Attention to Detail: A strong commitment to accuracy and precision in financial administration and data management.

Qualifications & Requirements

- A relevant degree OR solid experience within a UK wealth management or financial services environment.
- A full UK driving licence and a willingness to travel nationally are essential.
- Existing CII/PFS professional qualifications are not a prerequisite for application.
- Commitment to Professional Development: A dedicated willingness to study for industry-recognised qualifications (such as the CII Diploma in Regulated Financial Planning) in your own time is essential to facilitate career progression.

What We Offer

- Direct mentorship and daily exposure to an experienced Practice Principal.
- A transparent, structured career roadmap from Associate to Adviser.
- Comprehensive study support (covering examination fees and study materials) upon successful completion of the probationary period.
- A professional working environment in Brockenhurst, complemented by a structured hybrid working routine.

Job Type: Full-time

Pay: £24,420.00-£31,500.00 per year

Work Location: Hybrid remote in Brockenhurst (Hampshire)

Quick apply

Refine Your Search

finance associate jobs in warsash, ham

Associate Client Manager (Trainee Adviser Pathway)

Associate Director of Contract Finance

Global Financial Crimes Compliance - Sanctions Strategy Compliance - Associate

Project Manager - Associate

Trading Services Associate

Operations Manager, AMZL

Collateral Management Associate

Business Management Support Analyst (Part Time)

Corporate - Senior Associate - Firmwide not London

Programme Director

Applied AI ML Engineer

Associate / Senior Associate - Land Development

Family Associate / Partner

Agricultural Property Solicitor/Associate

Senior Associate / Partner - Dispute Resolution

M&A Tax Associate Director

Associate Dentist - Permanent or Long Term Locum

Margin Services Automation and Testing Senior Associate (Part Time)

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