Reed Specialist Recruitment are proud to be representing a Poole-based firm who are looking for a new Financial Services Administrator to help their Advisers/Paraplanners, on a full-time basis.
You would have the following duties/responsibilities -
The successful candidate will ideally have existing knowledge of the financial planning process, and be happy to work as part of a team within a busy, ambitious firm.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Posted by Brown & Brown (Europe) • £20K/yr to £33K/yr
Alan & Thomas Insurance (part of Brown & Brown Europe) are currently looking for a Private Clients Insurance Adviser to join the successful and experienced team based out of the Poole/Dorchester office location.
The Private Clients Insurance Adviser is central to the region and alongside the team will deal with all sizes including more technical personal insurances.
Access to various, sometimes unique market wordings and online underwriting systems will give you a strong position in finding the most appropriate insurances to suit clients demands and needs.