Posted by Dynamite Recruitment Solutions Ltd • £28K/yr to £32K/yr
General
Dynamite Recruitment are proud to be partnering with an independent financial planning practice in Poole for an experienced Financial Planning Administrator to join their experienced and welcoming team, within a family built firm that has grown over the years of continued success.
Flexible start/finish times available once probation is passed
Duties include
Process new business applications, withdrawals and fund switches through to completion.
My client is a leading Financial Planning & Accountancy practice with three offices across Dorset.
Following a strong period of growth, they are seeking an experienced full-time para planner to join their growing team based between Wimborne and Ferndown.
Posted by Page Personnel Finance • £12/hr to £13/hr
The key responsibilities for the Administrator role are
Understand and build effective and efficient schedules around our clients and Care Professionals.
General
To perform a variety of duties in the coordination of scheduling service for clients whilst providing the highest quality of service to clients.
Our client is the UK's leading developer and manager of retirement communities, they provide high quality homes to exacting specifications, based out of the Bournemouth area.
As a Paraplanner, you will play a pivotal role in supporting our financial advisers by providing comprehensive technical analysis and ensuring the delivery of high-quality financial advice.
You will liaise with clients, providers, and colleagues, so strong communication skillsboth written and oralare essential.
General
Join a well-established and respected independent financial advisory firm known for its strong reputation across Dorset.
The Senior Project Planner will join an established team and play a crucial role in the planning, coordination, and successful execution of defence programmes.
An excellent opportunity has arisen for a Senior Project Planner to join a global engineering business and leader in providing cutting edge solutions to the defence and aerospace sectors.
They will provide support to a growing portfolio of high profile defence projects.
This business prides itself on providing a tailored service to clients across the UK.
They are a chartered business renowned for delivering comprehensive financial advice in retirement planning, investments, protection, and tax planning.
Our client is a leading global financial services firm with a robust Private Wealth division in the UK.