Wealth manager Work, Jobs in West Parley, Dor (with Salaries)

Administrator – Accountancy Services
Ward Goodman —Ferndown
- £26,000 a year
- Full-time
- Microsoft Excel
- Microsoft Office
- Administrative experience
- Free parking
- Annual leave
Quick apply
Market Pricing Manager
Ageas —Bournemouth
- £80,000 a year
- Full-time
- Hybrid work
- SQL
- Machine learning
- No degree
Transaction Services Manager/Senior Manager
BDO —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
Business Development (Bid and Proposals) Manager
Lester Aldridge —Bournemouth
- Hybrid work
- Microsoft Powerpoint
- CRM software
- Project management
Business Development Manager
Eight Financial Advice —Bournemouth
- £42,000 - £48,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Financial services
- Employee assistance programme
Quick apply
10d
Business Development Manager (Advised Platform)
LV= Life & Pensions —Bournemouth
- Sales
- Business development
- Employee assistance programme
- Employee discount
Business Development Manager
Leonard Curtis —Bournemouth
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
- Annual leave
- Work from home
Quick apply
Wealth Planning Team Leader - Wealth Management
Barclays —Bournemouth
- Travel
- Financial services
- Communication skills
Key Account Director
Brunswick Corporation —Southampton
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Assistant Team Manager
Quilter —Southampton
- Full-time
- Microsoft Excel
- Microsoft Office
- Communication skills
2d
Java Developer
Brunswick Corporation —Southampton
- Full-time
- Java
- JavaScript
- Travel
Events Lead
Eight Financial Advice —Bournemouth
- Weekend availability
- Hybrid work
- Employee assistance programme
Quick apply
Headhunter (Talent Acquisition)
OneDome —Bournemouth
- £35,000 a year
- Full-time
- AI
- Communication skills
Quick apply
Acquisition Marketing Manager – Growth Partners Network
OneDome —Bournemouth
- Full-time
- AI
Quick apply
8d
Solicitor – Private Wealth
moorebarlow —Lymington
- Annual leave
Trust & Tax Manager
Ellis Jones Solicitors —Canford Cliffs
- Full-time
- Hybrid work
- Business development
- Leadership
- Tax experience
- Gym membership
Audit Assistant Manager
BDO —Southampton
- Full-time
- Supervising experience
Customer Service Advisor
Quilter —Southampton
- £18,000 a year
- Full-time
- Hybrid work
Project Analyst (6 Month FTC)
Quilter —Southampton
- Full-time
- Analysis skills
- Organisational skills
- Communication skills
11d
Senior Group Reporting Accountant
Quilter —Southampton
- Full-time
- Microsoft Office
- Financial services
- Communication skills
6d

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Administrator – Accountancy Services

Ward Goodman
Ferndown

Quick apply

Job details

Full-time
£26,000 a year

Benefits

Free parking
Annual leave
Company pension
Company events
Referral programme
On-site parking

Qualifications

Microsoft Excel
Microsoft Office
Administrative experience
Financial services

Full job description

Job Advert

Location: Ferndown

Job Type: Full-Time, Permanent
Salary: £26,000 + Excellent Benefits

Ward Goodman is a leading firm of Financial Planners, Wealth Managers, Accountants, and Tax Advisers in the South of England, offering integrated and holistic services to help clients achieve their financial goals

Are you an organised, proactive administrator who enjoys supporting people, solving problems and keeping things running smoothly?

At Ward Goodman, we're looking for an Administrator to become a valued member of our Accountancy Services team. This is an excellent opportunity to join a well-established and growing firm where your contribution will make a genuine difference to both colleagues and clients.

You'll work closely with accountants, customer service managers and clients, helping to deliver an exceptional service while developing your own skills within a professional and supportive environment.

Whether you're already working in professional services or looking to bring your administrative experience into a respected accountancy practice, we would welcome hearing from you.

Responsibilities

As a key member of the team, you'll help ensure the efficient day-to-day operation of our Accountancy Services department by:

Managing incoming calls, emails and client enquiries professionally and efficiently.
Supporting client onboarding processes, including compliance and Anti-Money Laundering checks.
Preparing client proposals, engagement documentation and administrative paperwork.
Raising invoices and assisting with payment collection processes.
Maintaining accurate client records across multiple systems and databases.
Managing secure document uploads and client portal communications.
Supporting statutory documents and filing processes.
Coordinating workflow administration and ensuring deadlines are met.
Providing reception cover when required.
Working collaboratively with colleagues across the wider business.

What We're Looking For

We're interested in people who are:

Experienced in an administrative or office based role.
Highly organised with excellent attention to detail.
Confident using Microsoft Office, particularly Excel.
Strong communicators with a professional and friendly approach.
Comfortable managing multiple tasks and deadlines.
Proactive, adaptable and solutions focused.
Able to work effectively both independently and as part of a team.
Experience within accountancy, financial services, legal or other professional services environments would be advantageous but is not essential.

Benefits Available from Day One

25 days annual leave, including Christmas shutdown days
Birthday leave
Early finish at 4pm every Friday throughout August
Free onsite parking
Complimentary refreshments
Company social events
Employee referral bonus scheme
Client introduction bonus scheme
MySmartSpending Rewards programme
Reduced-cost financial services advice
Opportunities to support local charities and community initiatives
Recognition gifts for significant personal and career milestones

Additional Benefits After Probation

Buy or sell up to 5 days annual leave each year
Simply Health cashback scheme
Enhanced salary exchange sacrifice pension scheme
Up to 15 hours of wellbeing leave annually
Paid time off to take your child to school on their first day

Career Development

We're committed to helping our people grow. As part of a successful and expanding business, you'll have opportunities to develop your skills, take on new responsibilities and build a long-term career with us.

Ready to Apply?

If you're looking for a varied and rewarding administration role with a respected employer that genuinely values its people, we'd love to hear from you.

Quick apply

Refine Your Search

wealth manager jobs in west parley, dor

Administrator – Accountancy Services

Market Pricing Manager

Transaction Services Manager/Senior Manager

Business Development (Bid and Proposals) Manager

Business Development Manager

Business Development Manager (Advised Platform)

Business Development Manager

Wealth Planning Team Leader - Wealth Management

Key Account Director

Assistant Team Manager

Java Developer

Events Lead

Headhunter (Talent Acquisition)

Acquisition Marketing Manager – Growth Partners Network

Solicitor – Private Wealth

Trust & Tax Manager

Audit Assistant Manager

Customer Service Advisor

Project Analyst (6 Month FTC)

Senior Group Reporting Accountant

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