Financial Services Admin

2 weeks ago


Bracknell, Bracknell Forest, United Kingdom Idex Full time
We are working with a large wealth management company looking to take on a financial services administrator to support one or more financial planners

This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning Or someone who wants to remain as a career administrator

Responsibilities will include but will not be limited to:

  • Proactively develop and maintain effective relationships with clients, colleagues and 3rd party firms
  • Point of contact for all client servicing and new business queries; to research and resolve client issues timely and efficiently
  • Preparation for client meetings and attend as and when required
  • Provide the business support necessary in meeting strategy and business objectives, as required
  • Process all business in accordance with required processes & proactive pipeline management
  • Maintain core systems ensuring that all tasks are carried out and completed in line with company policy and procedures
  • Request policy information from third party policy providers
  • Coordinate and produce client valuations as part of the advice delivery process
  • Maintain client records in accordance with internal Compliance requirements
  • Prioritise workload to ensure all activities are timely, compliant and conducted in a manner that will meet the agreed performance standards and deliver outstanding service to clients
  • Maintain an awareness of, and act in accordance with, all Compliance and legislative obligations
  • Cover Front of House responsibilities as and when required

Skills and Qualifications:

  • Have either worked within an administration role or be a recent graduate looking to kick start your career
  • A proven strong ethic of client service
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills being able to work independently and within a team
  • Professional telephone manner along with excellent written communication skills; to have an eye for detail
  • Initiative all ideas and input to the team are welcome. Use judgement and reasoning in order to propose solutions to problems
This is a fantastic opportunity for someone wanting to join a firm that will support, and progress your career. Full financial support to achieve qualifications to take you to that next stepping stone


This is a hybrid working role which will see you in the office x3 days a week and x2 from home.

Laptop and phone will be provided.

There are individuals within the Financial Planning and paraplanning team that started their financial services career within this exact role

For more information on this firm and position please click apply

Visit the IDEX Consulting Ltd website for further opportunities.

Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies.

For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.


Our Diversity, Equity and Inclusion Mission


At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work.

We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

  • Bracknell, Bracknell Forest, United Kingdom Idex Full time

    We are working with a large wealth management company looking to take on x3 Financial Services Administrators to support one or more Financial PlannersThis role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning Or someone who wants to remain as a Career...


  • Bracknell, Bracknell Forest, United Kingdom mbf. Full time

    A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long termfuture.In this role you will have the opportunity to develop your administration skills, gain a strong...


  • Bracknell, Bracknell Forest, United Kingdom MB Fitzgerald Full time

    A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long term future.In this role you will have the opportunity to develop your administration skills, gain a strong...


  • Bracknell, Bracknell Forest, United Kingdom Gleeson Recruitment Group Full time

    Head of Finance Shared ServicesBracknellClient: Our client is is a global Fintech client with a turnover of + £200m. Due to expansion (both organic and through acquisition) a brand new role of a Head of Finance Shared Services is sought for their Berkshire HQ_The Head of Finance Shared Services will be based in their Bracknell office and will report to the...

  • Fp&a Manager

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom Orka Financial Full time

    Orka Financial is currently partnering with a global services business based in Bracknell that is looking to recruit an FP&A Manager to join the team. This role reports directly into the CFO and manages a Finance Business partner and has responsibility foranalysing and understanding the financial performance of the business. You will lead both the monthly...


  • Bracknell, Bracknell Forest, United Kingdom Nelson Scott LLP Full time

    OVERALL SUMMARY Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both custody and noncustody The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client...

  • Admin Support

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom NHS Professionals Full time

    Job Title: Admin Support - 30 hrs per weekTrust Location: Berkshire Healthcare NHS Foundation TrustWould you like to be a part of a team that works well together, always there to help each other? If you answered yes, then Berkshire Healthcare NHS Foundation Trust is the place for you.About the TrustWe're a community and mental health trust, providing a wide...

  • Financial Advisor

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom Reed Insurance Full time

    I am currently supporting a wonderful Company looking to recruit a FINANCIAL PLANNER (IFA) to join their amazing business.They are seeking a talented skilled individual to join the Financial Planning Teams based in Bracknell which are responsible for buildingand developing relationships with current clients and potential clients, delivering Financial...

  • UK R2R Manager

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    UK R2R Manager - Bracknell (hybrid) - Contract - £400 per day (inside IR35) Incredible opportunity for an experienced R2R Manager to join this global brand and play a proactive part in a once-in-a-generation finance transformation programme. Introduction This role will focus on the UK Head Office R2R operation taking ownership of R2R month-end close...


  • Bracknell, Bracknell Forest, United Kingdom Avis Budget Group Full time

    Avis Budget Group - Senior Financial AccountantHere at the Avis Budget Group EMEA and International HQ, we have an opportunity for a qualified accountant with strong technical accounting skills to join the Finance team as a Senior Financial Accountant within our high-performing EMEA team.The Senior Financial Accountant will be a key member of the Europe,...

  • European Tax Expert

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Limited Full time

    Job DescriptionEuropean Tax Expert – Bracknell – Permanent - £75-80,000 + bensAre you a Tax Specialist experienced in managing Tax risk across various European regions? This is a great opportunity to be part of the European team of this global company.Introduction:As Senior European Tax Expert at this innovative multinational organization, you will play...

  • Admin Executive

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom Content Guru Full time

    Content Guru is a leading provider of cloud communications solutions. We help businesses across the globe to enhance their customer engagement and experience.From our omni-channel cloud contact center solution to our bespoke integration systems, we use cutting-edge technology to transform communications and make mass personalization a reality. This includes...

  • Pa and Office Manager

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom Eteach Group Services Limited Full time

    Eteach is currently looking to recruit an experienced PA and Office Manager to join our team at our HQ in Bracknell.In this role, you will be supporting the Senior leadership team (SLR) CEO, Managing Director & Finance Director.We are looking for a talented individual who can work in this fast-paced owner-managed business.In this role you be required to...

  • European Tax Expert

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    European Tax Expert (in-house) - Bracknell - Permanent - £75-80,000 + bens Are you a Tax Specialist with experience managing Tax risk across multiple European territories? This is a fantastic opportunity to join the European operation of this global brand. Introduction: As Senior European Tax Expert of this innovative multinational company, you will be at...


  • Bracknell, Bracknell Forest, United Kingdom Grace Personnel Ltd Full time

    Do you have previous HR Admin experience and available immediately looking for your next temporary placement?We are recruiting for an HR Administrator to work within the HR Shared Services Team for our client based in Bracknell for an initial 1 month placement.Working Monday to Friday 9am until 5pm, this office-based role offers an hourly rate of £12.50 per...


  • Bracknell, Bracknell Forest, United Kingdom Sally Europe Full time

    We're Sally Europe, the biggest supplier in Europe for hair and beauty professionals. We bring together the following market-leading professional brands; Sally, Salon Services, Pro Duo, Salon Success and Sinelco and we operate across 7 European countries.Our mission is to be the preferred partner for professionals across Europe, but we are not stopping...


  • Bracknell, Bracknell Forest, United Kingdom RD Financial Recruitment Full time

    Contract P2P Accounts Payable Manager - Bracknell hybrid - 6-month rolling - £175pd (inside IR35)Are you an experienced AP Manager within a corporate P2P environment? Have you worked with and overseen BPO AP transactional teams' performance, providing review, escalation and process improvements?This opportunity for a contract P2P Accounts Payable Manager...


  • Bracknell, Bracknell Forest, United Kingdom Foundation Home Loans Full time

    About us:Foundation Home Loans are a specialist mortgage lender, based in Bracknell in Berkshire. We are specialists because we understand the market and because we know that not everyone has straightforward requirements when it comes to mortgages.We are looking to enhance our team and currently have a vacancy for an experienced Customer Service Associate....

  • Service Desk Manager

    2 weeks ago


    Bracknell, Bracknell Forest, United Kingdom SYNNEX Corporation Full time

    As the biggest IT distributor in the world, our mission is to provide top-notch technology solutions, empowering businesses and individuals to navigate the digital world safely and efficiently. As a Service Desk Manager, you will lead an international team of 24/7 desk service engineers. This is a hybrid office-based role working. The role is to ensure the...


  • Bracknell, Bracknell Forest, United Kingdom A&O IT Group Ltd Full time

    This is an excellent opportunity for someone looking to gain exposure to the IT Services industry, working with leading international brands across multiple industry sectors. We are seeking an individual with experience of providing excellent client service, who is looking to take the next step in their career. We will provide training and development...