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.
We are recruiting for a Finance Team Leader for a for a global engineering group in Poole Dorset.
The company is committed to offering flexible working arrangements, provided that the needs and objectives of both the business and employee can be met.
The Company recognises that flexible working can improve employee motivation, performance and productivity.
REED are exclusively working with a leading Not for profit charity recruiting a Finance Officer - Part Time (22.5 hours) to work withing a friendly finance team.
As an integral part of the Finance team, supporting the Financial Accountant in the maintenance of the accounting system and control environment.
This is a TEMPORARY position initially with the potential to go permanent.
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.
This role is ideal for an experienced finance professional who has excellent attention for detail & capable of multi tasking through a variety of different responsibilities.
You will be reporting to the Finance Director.
Page Personnel is exclusively partnered with a highly reputable corporate business with their recruitment of an Accountant to join their accountancy team on an ongoing temporary role.
The Person: We are looking for a Diploma qualified Paraplanner, motivated by providing technical expertise and outstanding financial planning support to Financial Planners and in turn, an exceptional service to clients.
We are happy to consider candidates who are career Paraplanners, keen to remain in a technical support role, and candidates who would like to sit further exams, work towards becoming Chartered with the option to progress into financial planning in the future (training and support with exams will be provided).
Are you an experienced Paraplanner, looking for a challenging and rewarding role working with a small visionary team that is committed to delivering a life changing financial planning service?