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.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
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.
We are delighted to represent a highly successful Chartered Financial Planning firm located in Poole.
Handling customer account queries as a primary contact.
General
An excellent opportunity has arisen for a Credit Controller / Accounts Assistantwith ideally 3 years' experience to join a leading supplier of PPE, workwear, and safety equipment.
You will bemanaging and controlling debts, collecting invoices, and ensuring effective credit management while delivering exceptional customer service.
Posted by Brown & Brown (Europe) • £18K/yr to £23K/yr
We've been looking after clients insurance needs for over 55 years and we pride ourselves on delivering a service to surpass the expectations of each and every client.
Alan & Thomas part of the Brown & Brown team are delighted to be recruiting for their first Apprentice/Graduate intake.
At Alan & Thomas, we do things differently because we care.
Ideal candidates will have previous IFA administration experience and therefore have a understanding of the Financial Planning process, you will be confident in communicating with HNW via telephone and email.
Chartered wealth management practice based in the heart of Poole are recruiting for a IFA Administrator to join their team to carry out all administration duties to fully support Financial Planners and Paraplanners.
Experience of working on XPlan would be advantageous.
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 Credit Controller for our client, you will be responsible:
For a specific region or market to chase outstanding debts from customers in line with the Global Credit Policy.
REED are recruiting on behalf of a global design company in Poole for a Credit Controller on a full time, fixed term contract for 7 months with hybrid availability working from home 2 days a week.