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Latest Jobs

14/05/2024
Part time
£25,000 - £30,000 yearly
Clear Vision Financial Planning Ltd
We are looking for an experienced financial services administrator to join our small family run financial planning business. We provide independent financial advice on pensions and investments to help our clients live the life they want both now and in the future. You will provide administrative and client relationship support to help administer and implement our clients’ financial planning strategies. As an essential part of the team, you will be key to delivering a first-class service and experience to our clients. The ideal candidate must be motivated, details orientated, organised and great at building relationships. We are a small team, so a can-do attitude is a must. Training will be provided, and the role will be varied and interesting. The Role Provide a warm, friendly and professional point of contact for clients and enquiries. Responsible for client meeting preparation and diary management. Obtain policy information, illustrations and...
14/05/2024
Full time
£25,000 yearly
RMK Talent Solutions Remote
Have you ever thought about becoming a financial advisor but weren’t sure how to make it a reality? - here is your chance to make it happen. We are hiring for trainee financial advisors for a fully funded training academy that is a fantastic opportunity to enter a structured academy programme that will take you through the necessary qualifications and skills training required to become a successful financial advisor. In this academy you will: Gain the necessary professional qualifications required to become a financial advisor Learn the core skills and behaviours relevant to the job role Enjoy the support of a structured learning programme Have access to industry leading learning content and experienced tutors Receive guidance from experienced colleagues throughout your journey Develop the expertise to engage, interact with, and ultimately advise clients Receive all the tools required to excel in your new financial services career Build a...
14/05/2024
Part time
£26,000 - £30,000 yearly
MFP Wealth Management
Are you looking for a part-time administration job that will fit around your family’s life? MFP Wealth Management is a progressive, family-run firm of Chartered Financial Planners specialising in helping people retire successfully. We provide pension and retirement planning advice to affluent families approaching retirement. We are looking for an experienced financial services administrator to join our team of three in our offices in Mudeford, Christchurch.   What are we looking for? You will be an administrator with experience of working in the financial services sector, preferably within a financial planning / IFA office, able to support our Paraplanner and Financial Planner to deliver an exceptional client experience.   Alongside managing the day-to-day office administration, you will be highly articulate and confident in liaising with clients over the telephone, via email and face to face to book meetings and gather financial information....