We are working with a boutique financial services company known for their personalised approach and dedication to providing tailored solutions to clients.
The team is passionate about fostering a supportive environment where every member has the opportunity to contribute and grow.
As a smaller firm, they focus on building strong, long-lasting relationships and delivering exceptional service through close collaboration and innovative thinking.
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.
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.
You would have the following duties/responsibilities -
This broker's specialist Independent & Private Schools Division very much has the feel of a boutique practice; it has a dedicated team of circa 40 highly-knowledgeable employees (across Sales, Account Management, Claims and Account Handling) that are regarded as some of the most gifted insurance professionals within this niche, and look after some of the most prestigious accounts in the sector.
That said, as part of one of the largest global brokers, this division still benefits from the infrastructure, market presence and ability to call upon specialist colleagues, that comes with being part of a much larger concern.
As such, whether you are currently working in the Education insurance niche, or you are an SME, Middle-Market or Corporate Account Executive in 'general commercial', who is seeking a new challenge, this is a superb opportunity to forge a career with a team that is perhaps the most respected in this fascinating sector.
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
Are you passionate about sustainable investing and looking to start your career in finance?
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
Posted by Oyster Recruitment Limited • £25K/yr to £28K/yr
This role to deliver excellent front line support to their customers for financial software support and offer outstanding customer solutions.
Our client, a well established and leading fintech company based in the Poole area is recruiting for a Customer Service Support Adviser.
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.
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.