Average Financial Services salary in Poole, Dorset

Financial planning practice who are part of a renowned network are recruiting within their office in Poole for a experienced financial services administrator to work within a team to support the Director with all areas of administration. The ideal candidate will have a good understanding of the financial planning processes from working within a similar role, have obtained or be working towards either the diploma in Financial planning or the certificates. This is a full time office based position where you will receive a salary of up to £32,000, support towards exams/ opportunity into paraplanning, element of flexibility on hours and 3% pension contributions. Carry out research for client meetingsDrafting meeting checklist summaryCollating meeting packs, including disclosure docs and applications Updating valuation schedulesDiscuss client objectives with Practice PrincipleAttend post meeting debriefs, taking detailed & salient notesUpdate feedback to IO systemUndertake research to identify suitable solutions to meet the clients needsPrepare information/comparisons for analysisFund switchesComplete application forms and proposalsAct as main technical point of contact and deal effectively with queries from clients and other parties through effective communicationReview investment portfolio, asset allocation, risk profile etc Please apply online for further information.

Financial Administrator Job Type: Full-timeLocation: PooleSalary: up to £32,000 I am seeking a Financial Administrator to provide comprehensive support to my clients Financial Planners. The ideal candidate will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services. This role requires a detail-oriented individual with a strong understanding of the financial planning process and excellent interpersonal skills. Day to day of the role: Carry out all administrative duties to fully support Financial Planners.Obtain valuations, information, and product details for analysis.Liaise with product providers and other third parties.Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner.Deal effectively with queries from clients and other parties. Required Skills & Qualifications: Understanding of the Financial Planning process.Ability to achieve agreed outcomes independently.Prioritisation and planning of own workload.Attention to detail and accuracy. Benefits: - 3% employer pension contributions - Free eye test - £100 towards glasses every 2 yearsFull training packageEvery 3 years earn an extra day holiday up to 5 daysFlexi-start two days a week AND early finish on a FridayFree onsite parking  If you are interested in this Financial Administrator position, please APPLY NOW or contact Charlotte Singleton in our Reed Bournemouth office for more information.

Financial Administrator Job Type: Full-timeLocation: PooleSalary: up to £32,000 I am seeking a Financial Administrator to provide comprehensive support to my clients Financial Planners. The ideal candidate will be responsible for a variety of administrative duties, ensuring the smooth operation of our financial planning services. This role requires a detail-oriented individual with a strong understanding of the financial planning process and excellent interpersonal skills. Day to day of the role: Carry out all administrative duties to fully support Financial Planners.Obtain valuations, information, and product details for analysis.Liaise with product providers and other third parties.Process new business, withdrawals, fund switches, and follow through to completion, working closely with the Paraplanner.Deal effectively with queries from clients and other parties. Required Skills & Qualifications: Understanding of the Financial Planning process.Ability to achieve agreed outcomes independently.Prioritisation and planning of own workload.Attention to detail and accuracy. Benefits: - 3% employer pension contributions - Free eye test - £100 towards glasses every 2 yearsFull training packageEvery 3 years earn an extra day holiday up to 5 daysFlexi-start two days a week AND early finish on a FridayFree onsite parking  If you are interested in this Financial Administrator position, please APPLY NOW or contact Charlotte Singleton in our Reed Bournemouth office for more information.