As a Financial Planning Support, you will support the Financial Planning Team in a leading international professional services firm in achieving objectives in winning new clients and providing an outstanding service to clients.
You will be responsible for co-ordinating all aspects of workflow from a client facing perspective, whilst assisting planners in establishing and retaining effective relationships with their clients.
An exciting opportunity has arisen for an experienced Client Support Associate/Financial planning administrator to join the Business Support Team at one of the top IFA firms in the UK in our Poole offices.
Our client is a well-established, growing organisation who offer fantastic benefits to all staff, whether you are a new team member, or have worked there for many years.
SUMMARY
Are you looking to work for a company who genuinely value their team, are proud about their ethical values, and focus on sustainability and quality, whilst striving to always achieve outstanding customer satisfaction?
You will book/manage client annual review meetings for the Financial Advisors.
This is a entry level role into the industry and will an excellent 'foot in the door' for the right person to get into the Financial Services industry.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
Delivering positive and effective maintenance of existing Broker relationships to add value and achieve targets.
General
To support the development of new Broker relationships to extend the footprint of the franchise and the commercial success of the business.
The purpose of the role is to establish effective relationships and business plans with Brokers to develop sufficient business to meet individual and franchise objectives.
This role will involve a variation of duties including:
An exciting opportunity has arisen for a senior Private Client Solicitor to head up a team and take the next step in their career.
The respected law firm in Dorset is seeking an accomplished, disciplined and client-focused Private Client fee earner to join the Private Client team in its Poole office as the Head of Department.
We are pleased to be recruiting on behalf a leading specialist insurance company seeking to add to their successful intermediary and broker support function.
You will play an important role in enhancing relationships and successfully dealing with intermediary enquiries, updates and quotes.
Candidates will be responsible for building and developing relationships with brokers and supporting with health insurance quotations relating to SME clients.