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 -
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.
With a no limits approach, we can rise to any challenge.
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
Recruit UK is excited to be working with a thriving Independent Financial Planning firm to recruit a Financial Planning Administrator for their friendly team in the Poole office.
This firm prides itself on a client-centric approach, always putting clients' needs first.
Handling customer account queries as a primary contact.
General
You will bemanaging and controlling debts, collecting invoices, and ensuring effective credit management while delivering exceptional customer service.
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.
Posted by Oyster Recruitment Limited • £27K/yr to £32K/yr
We have a new exciting opportunity for a Digital Marketing Executive to join a successful business and one of the largest providers in financial services based in Poole.
With creativity with strategic thinking, working collaboratively with both internal teams and external partners to optimise digital campaigns to convert sales and strengthen their market position.
The role will take ownership of their social media and website content, with a strong focus on lead generation, ROI and sales marketing.