See more Collapse

Senior Financial Administrator

1 month ago

Reading, United Kingdom Openwork Services Limited Full time

Role: Senior Financial Administrator

Location: Remote working

Salary £30k to £35k

We are recruiting for a Senior Financial Administrator one of our partnership businesses. They are a highly successful wealth management business based in Berkshire, a business dedicated to providing outstanding customer service to their 900 clients.

They are looking to increase their dedicated and highly professional team who provide support to the principal and the growing advisor team. As a business, they have grown by more than 25% in each of the last 10 years as a direct result of personal recommendation from a highly loyal client bank.

The opportunity:

They are looking for the right individual to join our team providing support to the principal and our clients. The right individual will have an eye for detail, a sensible level of technical knowledge (although professional qualifications and not essential), but above all the desire to be part of a thriving team of experienced and dedicated professionals. A Background in administration in the wealth management arena is absolutely vital.

The role will include (but not limited to):

* Gathering information on the client’s behalf

* Liasing with pension and investment providers

* Regular contact with the financial advisors

* Preparing the relevant paperwork for client meetings

* Production of suitability reports

* Dealing with pension withdrawal requests

* Administrative duties to support the principal and the business.

The role gives the right individual the opportunity to work predominantly from home, but also to regularly meet with other members of the team at our weekly face-to-face meetings.

It is a full-time position and offers a degree of flexibility over working hours for the right candidate.

Salary – £30K – £35k

Paid holiday and company pension also provided. Other benefits are potentially negotiable for an exceptional candidate.

This is a fantastic opportunity for someone to join a growing business. Click below to apply and speak to our recruitment managers

We have other current jobs related to this field that you can find below

  • Senior Financial Administrator

    4 weeks ago

    Reading, Berkshire, United Kingdom Openwork Services Limited Full time €30,000 - €35,000

    Role: Senior Financial Administrator Location: Remote working Salary £30k to £35k We are recruiting for a Senior Financial Administrator one of our partnership businesses. They are a highly successful wealth management business based in Berkshire, a business dedicated to providing outstanding customer service to their 900 clients. They are looking to...

  • Trainee Financial Adviser

    1 week ago

    Reading, Reading, United Kingdom Financial Divisions Full time

    Trainee Financial Adviser - Boutique IFA firm - Reading Salary: £30k + bonuses Clients provided: Manage a portion of a £20m client bank Are you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future? Are you working towards your level 4 diploma and eager to step into an Adviser role? Join a...

  • Financial Services Administrator

    3 weeks ago

    Reading, United Kingdom Reed Insurance Full time

    My client a Chartered highly successful Financial Planning firm, is actively looking to recruit a skilled Administrator with a background minimum of 6 months within the IFA Sales Support Industry.The role will involve the following requirements of a successfulindividual. This role is going to develop the successful applicant to senior administration/customer...

  • Financial Reporting Accountant

    3 weeks ago

    Reading, United Kingdom Orka Financial Full time

    Our client is a continually growing and acquisitive business who seek to hire a Financial Reporting Accountant. The role will support the Financial Accounting Manager in developing and improving the reporting to provide enhanced and timely MI for Overheadsincluding, month end reporting support for staff cost and expenses reporting. The role will also support...

  • Financial Administrator

    3 weeks ago

    Reading, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: PAR00JB Parkside House (Reading) Parkside Road Reading Berkshire RG30 2DP Location Status : On site Salary Amount : £21,210 - £26,517 ** Description**:** Job title: Financial Administrator** **Location: Parkside Bupa Care Home, Parkside Rd, Reading RG30...

  • Financial Services Administrator

    2 months ago

    Reading, United Kingdom Reed Insurance Full time

    This is a great opportunity, and the company deal with Clients on the Wealth Planning IFA Practice side. To be considered you will ideally have the following skills: - a) Financial Services Administration b) Previously done some pensions or investment Administration c) Some knowledge of the industry within Financial Services administration d) A degree...

  • Financial Administrator

    3 days ago

    Reading, United Kingdom Bupa Full time

    Financial Administrator **Requisition Title**: : Financial Administrator ** Job Number**: PAR00JC Parkside House (Reading) Parkside Road Reading Berkshire RG30 2DP Location Status : On site Salary Amount : £21,210 - £26,517 ** Description**:** Job title: Financial Administrator** **Location: Parkside Bupa Care Home, Parkside Rd, Reading RG30...

  • Financial Services Administrator

    1 week ago

    Reading, Reading, United Kingdom Reed Insurance Full time

    This is a great opportunity, and the company deal with Clients on the Wealth Planning IFA Practice side.To be considered you will ideally have the following skills:a) Financial Services Administrationb) Previously done some pensions or investment Administrationc) Some knowledge of the industry within Financial Services administrationd) A degree ideally...

  • Trainee Financial Adviser

    3 weeks ago

    Reading, United Kingdom Financial Divisions Full time

    Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own clients? My...

  • TRAINEE FINANCIAL ADVISER

    5 days ago

    Reading, United Kingdom Financial Divisions Full time

    plus full study, defined career progressive route through all stages to Adviser. My Client, a boutique Financial Planning Firm based in the Reading area are looking to opffer this incredible opportunity to a talented, dynamic individual looking to move through the stages of the Financial Planning cycle leading to the position of Financial Adviser. ...

  • Trainee Financial Adviser

    3 weeks ago

    Reading, United Kingdom Financial Divisions Full time

    Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own...

  • Financial Administrator

    4 weeks ago

    Reading, United Kingdom Bupa Care Homes Full time

    Requisition Title : Financial Administrator Requisition ID : PAR00IF Work Locations Parkside House (Reading) Parkside Road Reading RG30 2DP Salary Amount £22,912.50 - £29,289.00 **Financial Administrator** **Parkside Care Home, **Parkside Road, Reading, RG30 2DP** It’s the small things that can often make the biggest difference. At Bupa Care Homes,...

  • Mortgage Administrator

    1 week ago

    Reading, Reading, United Kingdom Janus Financial Consultancy Ltd Full time

    We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire. The RoleGeneral office administration duties such as filing, faxing, photocopying and answering the...

  • Mortgage Administrator

    3 weeks ago

    Reading, United Kingdom Janus Financial Consultancy Ltd Full time

    We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK. The practice has been established for over 20 years with the head office based in West Berkshire. The Role General office administration duties such as filing, faxing, photocopying and answering the...

  • Senior Technical Administrator

    1 week ago

    Reading, Reading, United Kingdom The OpenWork Partnership Full time

    We are recruiting for one of our successful partnership businesses based in Aldermaston in Reading. Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team. This role will focus on providing effective administrative support to their Financial Planning advisers to ensure a...

  • Senior Technical Administrator

    3 weeks ago

    Reading, United Kingdom The OpenWork Partnership Full time

    We are recruiting for one of our successful partnership businesses based in Aldermaston in Reading. Due to growth and expansion, they are looking for an experienced Senior Technical Administrator to join their administration team. This role will focus on providing effective administrative support to their Financial Planning advisers to ensure a...

  • Senior Pension Administrators

    1 month ago

    Reading, United Kingdom Dimensions Specialist Recruitment Ltd Full time

    Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations offering flexible hybrid working. These are outstanding opportunities for Senior Pension Administrators who are...

  • Graduate Financial Services Administrator

    5 days ago

    Reading, United Kingdom Financial Divisions Full time

    Full structured career path (trainee Financial Advisor) Are you looking for your first role within Wealth Management? One of our long-standing clients is now looking to take on a graduate that is looking for a career within Private Client Wealth Management with the long term aim of training to becoming a professional financial advisor. They provide advice...

  • Skilled Financial Services Administrator Role

    2 weeks ago

    Reading, United Kingdom Reed Full time

    I am supporting a great Financial Services company to recruit a skilled Financial Services IFA Administration role which will not be too far away from the Reading area.   The candidate must have a minimum of 2 years skills within the role to be considered.  The role is to provide administrative support in all aspects of the day-to-day running of the...

  • Skilled Financial Services Administrator Role

    3 weeks ago

    Reading, Berkshire, United Kingdom Reed Full time

    A great Financial Services company are recruiting a skilled Financial Services IFA Administration role not far from the Reading area. The candidate must have a minimum of 1 year's skills within the role to be considered. The role is to o provide administrative support in all aspects of the day-to-day running of the financial services business and...