You will book/manage client annual review meetings for the Financial Advisors.
Dynamite Recruitment are proud to be partnering with a successful Wealth Management firm on the recruit of a Administrator / Coordinator to join their team.
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.
Are you a Management Accountant with great communication skills, who would benefit from a new challenge in a fast paced environment, with strong finance team?
If so, we are assisting a national market-leader with their recruitment of a great Management Accountant opportunity that could be perfect for you!
The business are offering 2/3 days hybrid working, in a really supportive team environment.
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.
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.
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.
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.
Our respected client is currently seeking an IFA Administrator to join their friendly and dynamic team.
CMA Recruitment Group is currently partnering with a manufacturing group based in Poole, Dorset, who have the requirement to recruit an Interim Finance Manager who will take responsibility for one entity within with wider group.
This role is expected to last three months.
The successful candidate will help to facilitate a clean handover between the current incumbent and their successor.
As an Audit Manager, you will supporting the Senior Management team which includes the Partners, in order to develop and build the audit team and client offering.
I am currently recruiting for an experienced Audit Manager to join a top 10 accountancy practice team, based in Poole.
You will also work closely with clients on a day-to-day basis and be committed to providing an exceptional audit service.
A Finance Manager is being recruited exclusively for our Poole based manufacturing client to ensure accurate and on time management reporting and insightful business intelligence.
All aspects of purchase ledger
Reporting to the Finance Director, you will be responsible for all aspects of the finance function for the company including: