Financial Planning Administrator
3 weeks ago
We are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment. The successful candidate will play a key role in supporting Financial Advisers and Paraplanners in delivering high-quality financial planning and investment advice to clients. This position requires excellent organisational skills, accuracy, and a sound understanding of financial products and compliance processes. Key Responsibilities Provide comprehensive administrative support to Financial Advisers and Paraplanners. Process new business applications for pensions, investments, protection, and other financial products. Prepare client valuations, review packs, and reports ahead of client meetings. Liaise with product providers, clients, and third parties to obtain policy information and track progress of applications. Maintain and update client records on the CRM system. Ensure all work complies with FCA regulations and company procedures. Support the preparation and submission of compliance documentation. Assist with the onboarding of new clients, including fact-finds and risk assessments. Handle client queries promptly and professionally, maintaining a high level of service at all times. Support general office administration as required (filing, s...
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Financial Planning Administrator
2 weeks ago
Wokingham, United Kingdom BramahHR Ltd Full timeWe are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.The successful candidate will play a key role in supporting Financial Advisers and...
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Financial Planning Administrator
2 weeks ago
Wokingham, United Kingdom BramahHR Ltd Full timeWe are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment. The successful candidate will play a key role in supporting Financial Advisers and...
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Financial Planning Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom BramahHR Ltd Full time £104,000 - £128,000 per yearWe are seeking a professional and detail-orientedFinancial Planning Administratorto join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.The successful candidate will play a key role in supporting Financial Advisers and...
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Graduate Financial Administrator
2 weeks ago
Wokingham, United Kingdom Financial Divisions Full time**Graduate Financial Planning Administrator - IFA Firm with UHNW clients - Total package - £28k (salary, bonus, study support package and mentorship to be a Paraplanner - Near Reading (Berkshire)** Are you a recent graduate in Maths/Economics/Finance or similar with ambitions to work in the wealth management industry? Are you looking for a new role with a...
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Financial Planning Administrator
2 weeks ago
Wokingham RG, United Kingdom BramahHR Full time £25,000 - £35,000 per yearWe are seeking a professional and detail-oriented Financial Planning Administrator to join one of our excellent clients based in Wokingham. This is a permanent opportunity working with a small experienced team delivering administrative support in a fast paced environment.The successful candidate will play a key role in supporting Financial Advisers and...
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Financial Planning Analyst
2 days ago
Wokingham, United Kingdom Dovetail Human Resource Services Full time* Paraplanning - Financial Analysis - Financial Planning Job Role: Financial Planning Analyst (Level 4 or Chartered) Location: Wokingham Office based, Permanent, Full time **Salary**: £40-55k Depending on Qualification level As the Financial Planning Analyst for this growing Financial Advisory organisation you will benefit from working for a company who...
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Ifa Administrator
4 days ago
Wokingham, United Kingdom Mulberry Recruitment Full timeOverview IFA Administrator / Financial Planning Administrator Location: Wokingham Salary: £26,000 - £35,000 Hours: Full time or Part-time (20-30 hrs) An excellent opportunity for an IFA Administrator to join a respected Financial Planning firm in Wokingham. You will provide high-quality administrative support to Financial Advisers, manage client...
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Financial Services Admin
1 week ago
Wokingham, United Kingdom IDEX Consulting Ltd Full timeWe are looking for someone to join a small financial planning business as an Administrator. Working directly with the Director of this firm you will be supporting on day to day admin tasks, as well as being the first point of contact for the clients of thefirm. This role is open to part time/flexible hours and full time applicants! This role would suit...
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Financial and Domestic Administrator
6 days ago
Wokingham, United Kingdom Barnardo's Full timeAdministrator – High Close School High Close School is a successful special school supporting pupils with a complex range of needs, including ASD, SEMH, and ADHD. We are proud of our thriving environment and are seeking an experienced and enthusiastic Administrator to join our dedicated team. Contract Details Type: Fixed-term, full-time (flexible...
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Financial and Domestic Administrator
1 week ago
Wokingham, United Kingdom Barnardo's Full timeAdministrator – High Close School High Close School is a successful special school supporting pupils with a complex range of needs, including ASD, SEMH, and ADHD. We are proud of our thriving environment and are seeking an experienced and enthusiastic Administrator to join our dedicated team. Contract Details Type: Fixed-term, full-time (flexible...
