Cass Financial Services Administrator jobs in Wimborne Minster, Dorset

The Role As a CASS Administrator, you will play an integral part in safeguarding client assets by supporting the daily oversight of client money and asset processes. You'll work across reconciliations, cash payments, and control monitoring to help ensure operational effectiveness...

IFA Administrator - Hybrid £28k - £33k (Depending on Experience) Poole Financial planning services Life insurance Company pension Paid volunteer time Work from home...

This role provides an excellent opportunity to build a long-term career within financial services, offering exposure to all aspects of client servicing and financial planning administration within a highly recognised and awarded IFA firm. Working closely with experienced advisers and support teams...

Dynamite Recruitment are supporting in the recruit of a Client Support Specialist to join a busy financial planning team with a family feel. You will provide essential administrative and operational support to advisers, ensuring all client processes are completed accurately, efficiently, and in line...

Technical Administrator £24,500 - £30,000 Wimborne Minster | Office based (hybrid considered) A well-established wealth management practice is looking to appoint a Client Support Specialist to join its Client Services team near Bournemouth. This will...

A well-established and highly regarded Financial Planning firm is seeking a professional, organised, and proactive Assistant to support the Director/Financial Advisor. This is an excellent opportunity for an experienced PA or administrator looking to join a collaborative and client-focused......

An established organisation within the education sector based in Bournemouth is seeking a diligent Sales Ledger Administrator for a six-month temporary assignment. This collaborative team-oriented environment offers a chance to contribute to vital financial processes within a professional setting....

Client Service Analyst / SIPP Pensions Administrator - Hybrid Join a growing financial services infrastructure provider on a mission to transform the platforms that underpin the world of investments and financial advice. Growing to be the leading provider of infrastructure...

Technical Administrator - Financial Planning £26,000 - £30,000 | Financial Planning | Office-based Canford Cliffs / Sherborne In financial planning, the client experience is shaped long before an adviser speaks to a client. It is built in the administration...

Are you organised, proactive, and confident thriving in a fast-paced office? Do you enjoy keeping operations running smoothly while supporting a busy team? If you're someone who takes ownership, anticipates needs before they arise, and takes pride...