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.
Posted by PLATINUM RECRUITMENT CONSULTANCY LIMITED • £25K/yr
General
As an After sales Advisor, In Poole Dorset you will be providing exceptional customer service by efficiently managing vehicle bookings, repairs, and customer communication from initial contact through to vehicle collection.
Key Responsibilities
Provide clear and accurate cost estimates for repairs.
Schedule vehicle appointments and repairs in a timely manner.
Locations: South London, Aldershot, Reading, Milton Keynes, Oxford and Horley
Do you want to be a part of an innovative and supportive team, where there are great opportunities for career progression and development?
Working with our Customer Experience team, you'll be responsible for in person customer engagement in communities, before, during and after planned works.
Hybrid Working Tailored Development and Training Programme Progression Pension Scheme Eligibility to join share scheme Employee Assistance Program Autonomy
Posted by Oyster Recruitment Limited • £25K/yr to £28K/yr
Our client, a well established and leading fintech company based in the Poole area is recruiting for a Customer Service Support Adviser.
This role to deliver excellent front line support to their customers for financial software support and offer outstanding customer solutions.
This is an exciting time to join their team and to learn the capabilities of their software to enable you to manage the flow of incoming support requests, assess and responding to user enquiries.
Chartered financial planners who are prestigious industry leaders with a longstanding HNW client bank with a team of highly experienced advisers who provide a ethical and caring advisory service to many clients across the South are recruiting for a Financial Planning Administrator.
As the administrator you will work with your team to provide a efficient administrative support function to paraplanners, advisers and the practices clients.
Salary of upto 32k excellent benefit, pension, exam support, onsite parking, genuine career progression.