wealth management advisor jobs in Poole

In a nutshell Are you an experienced Senior Manager or Director with expertise in trust taxation, ready to take on a fresh and rewarding challenge in a firm dedicated to supporting your professional growth? As a leader in our Trust Tax team, you will play a pivotal role in delivering an outstanding tax compliance and advisory service to our diverse portfolio of private client tax clients. This...

You will be supported by a fully licensed, multi-jurisdictional platform, centralised compliance and operations, and Plume, our proprietary wealth technology, allowing you to focus on advice, clients and growth. Success in this role is measured through positive client outcomes, client acquisition, retention and recurring revenue growth.

Overview An opportunity has arisen to join us as a Service Team Manager at our Sandown Van Centre in Poole. The Service Team Manager is responsible for every aspect of a customer's after sales experience. The main purpose of the role is to maximise workshop profitability whilst exceeding customer expectations and satisfaction. Main Duties Receive customers and their vehicles in a friendly and...

You will be working within a dynamic environment that has a fun and supportive culture. We strive to provide a high quality service to our clients and to continuously develop.

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

You will be the first point of contact for clients, delivering exceptional Customer Service and securing high-value service Sales in the Poole area. Your Key Responsibilities:Act as the first point of contact for aftersales customers in person, by phone, and via email, delivering a professional and efficient service.

You will act as a trusted confidante, providing professional support and advice to managers and employees alike. This role requires a pragmatic approach to problem-solving and the ability to maintain high standards of confidentiality.

You should possess: * Working knowledge of employment law and best practice processes.

Retail experience ideal for Sales advisor roleRetail Experience RequiredAre you looking for something new apart from Retail this year?Feeling stuck in the same Retail job with no variety or progression, having to work over Christmas?Looking for something challenging to put your personality and enthusiasm to good use?Company:Our client has become one of the country’s top sales, customer service...

You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

Senior Customer Service Advisor Poole, United Kingdom Description Senior Customer Service Advisor Are you a customer service superstar with a passion for using cutting-edge AI technology to enhance customer experience and drive 5-star reviews? If yes, then we have the perfect role for you! Join us as a Senior Customer Service Advisor, and be part of our mission to provide excellent customer...

A leading recruitment agency is seeking a French Speaking Customer Service Advisor based in Poole. This role involves providing exceptional customer service to French-speaking clients in the Leisure, Travel & Tourism sector. Responsibilities include handling inquiries, managing bookings, and collaborating with team members to enhance service delivery. The ideal candidate will be fluent in French...

Customer Support Advisor Salary of £36,000 **At Colten Care we are proud to offer career development opportunities, and a range of pay enhancements across our roles. Contact us to find out more** 40 hours per week, Mon-Fri, 9.00am to 5.00pm Introduction We’re looking for an empathetic and driven Customer Support Advisor based at Canford Chase in Poole and Avon Cliff in Bournemouth,...

Role overview: Poole  Specialist Business Centre, Merck House, Seldown Lane, Poole, BH15 1TW Permanent Full Time Grade 2 Salary - £27,668 per annum Working Hours/Shift patterns - 40 hours per week, Monday to Friday: 09:00 AM - 06:00 PM. Hybrid - at least 2 days per week working in the office. At Currys we’re united by one passion: to help everyone enjoy amazing technology. As the UK’s...

Client side HSE Advisor required for a contract role:Responsibilities include but are not limited to: * Supporting business unit directors in delivering business objectives. * Monitoring and working with the principal contractor appointed to complete the project. * Attending regular meetings with the principal contractor. * Providing support and assistance to the principal contractor and...

You will need to hold a Full Driving licence as you will be required to travel to other sites. We are looking for an experienced HR Advisor who has employee relations experience, a natural team player, can work from their own initiative and taking accountability for projects to be delivered across the business.

Our client is a growing business based near Poole, responsible for supplying high quality products to large retailers and small businesses. They are on the lookout for a commercially focused Customer Sales Advisor to join their dynamic and close-knit team. This is a key role within the sales function, where you’ll be responsible for converting inbound enquiries into revenue, proactively upselling...

You will conduct 2 to 3 appointments a day. Providing advice on a range of products and services to meet your customers’ needs.

You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment. Skills and experience required to be a successful Trainee Mortgage Advisor:

You will receive full training on our systems, however a basic understanding will give you a great start. Great Communicator - You’ll find talking with people and building relationships comes naturally to you. You’ll not only be a great talker, but a good listener who is understanding of people and their needs.

Occupational Health Advisor RPS Occupational Health have an exciting opportunity for an experiencedOccupational Health (OH) Advisor to join our team in Poole and Fareham as aperipatetic employee. This is a permanent role and can be worked over 3-5 daysper week with a mixture of hybrid working, travel and overnight stays. Who we are Join RPS Occupational Health, a dynamic workplace that...

A prominent food company in Poole seeks an experienced HR Advisor to provide guidance on employee relations and support managers effectively. This full-time position involves offering expert advice on disciplinary and performance cases, while fostering compliance with employment law. The role requires adaptability to both in-person and remote work, and offers a supportive work environment with...