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.
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?
The business has a multiple entity environment with an international nature to their reach.
CMA's client is a dynamic and growing specialist sector business who are currently looking to appoint a Financial Controller into a crucial role to manage the finance function for their Poole, Dorset based office.
This is an ideal opportunity to join an established business and secure a role that gives you ownership of an accounting function for a £12M T/O business.
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.
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 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.
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.
In this role you will be responsible for handling commercial & corporate sized risks for prestigious clients across a range of industries and their cross class commercial insurance needs.
Your position as Commercial Account Handler (Broking Support) is an important role in providing technical, customer relationship and administrative support to a nominated Account Executive (AE) and the wider Alan & Thomas Team.
Overview
Alan & Thomas Insurance Brokers (part of Brown & Brown Europe) are an established Insurance Broker that consistently aim to deliver outstanding service to clients and an enjoyable working environment for our staff.