Pa to Financial Adviser/md

**IFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35k** Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley whoI...

Job DescriptionWe are seeking a highly organized and detail-focused IFA Administrator to join our client's firm in the Wokingham area. This is a full-time, office-based position where you will work closely with Financial Advisers to provide top-notch financial advice to clients.Main Responsibilities:Effectively manage client queries and communications...

**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...

Our client is a growing £30m group who seek to hire a Commercial Management Accountant. This role is 70% commercial supporting the Senior Leadership team of 6 and the wider Heads of department (circa 10 head), this role is newly created to be the financepoint of contact/ advisor for the business. The role will analyse performance, trends, contribute to...

Job Description:">Role OverviewThe Financial Paraplanner will work closely with a full team of administrators and Financial Advisers to prepare recommendations and produce suitability reports in line with company policy.Key Responsibilities">Prepare two multi-pension and investment suitability reports per week or five simple suitability or review reports per...

We are seeking an experienced Administrative Support Specialist to join our client's firm in Wokingham. The ideal candidate will have excellent communication skills, with the ability to work independently and as part of a team.Job DescriptionThe role involves assisting Financial Advisers in preparing recommendations and producing suitability reports in line...

Job DescriptionWe are seeking a skilled Financial Administrator Specialist to join our client's firm in Wokingham. This is a full-time office-based role.This position involves working closely with Financial Advisers and colleagues to prepare recommendations, suitability reports, and client records. You will be responsible for data gathering, application form...

**Job Overview:**This is a comprehensive role requiring an experienced paraplanner to support financial advisers in preparing recommendations and producing suitability reports.The ideal candidate will have a strong technical knowledge of financial services, excellent writing skills, and the ability to meet productivity targets.We are seeking a skilled...

Job Overview: We are seeking an experienced Financial Planning Administrator to join our client's firm based in the Wokingham area. This is a full-time office-based position where you will work closely with Financial Advisers to provide financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties, ensuring that all...

Job SummaryWe are recruiting for an experienced Independent Financial Administrator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.In this role, you will be working...

Job Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...

About the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at Mulberry Recruitment. This exciting opportunity will see you working closely with our Financial Advisers, providing administrative support and ensuring the smooth day-to-day running of their workload.Job DescriptionThis role is ideal for an individual with a...

I am working with a boutique Financial Planning firm, with a fantastic reputation down to their high quality and personal approach to financial planning. The firm in question are looking to add a Graduate IFA Administrator to the team, to provide high quality support to the firm's Financial Advisers to ensure their clients are serviced with the utmost...

We are looking for a highly organized and communicative Financial Planning Assistant Manager to join our team in Wokingham.This role offers a unique opportunity to work closely with experienced Financial Advisers, delivering tailored financial advice to clients.The successful candidate will be responsible for maintaining accurate client records,...

Job DescriptionWe are seeking an experienced Financial Services Coordinator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.The successful candidate will have excellent...

**Location**:Wokingham branch** **Hours**: Monday - Friday, 9.00am - 5.00pm, and alternate Saturdays, 9.00am - 12.00pm **Salary**:£21,945 **Do you enjoy variety and as well as working with a wide range of customers and colleagues? Do you want to build or develop your current skills and knowledge? Then this is the role for you.** **Here's what you'll be...

Our client is seeking additional support within Finance and therefore require an Assistant Financial Accountant to commence immediately in the role. They are offering a Permanent salary of £30k to 35k pa depending on experience. This is a full-time, Permanent position with working hours from Monday to Friday, 09:00 to 17:30 based in the Office. You...

Our client is seeking additional support within Finance and therefore require an Assistant Financial Accountant to commence immediately in the role. They are offering a Permanent salary of £30k to 35k pa depending on experience. This is a full-time, Permanent position with working hours from Monday to Friday, 09:00 to 17:30 based in the Office. You will...

* Wokingham based - IT literate and advanced Microsoft office programs - Experience of arranging travel plans and itineraries. Job Description - Personal Assistant to Director Office based - Wokingham Hours are Monday-Friday 09:00-17:30 (and 100% office based) Our client specialises in the financial wellbeing of clients. The team have over 20 years of...

At Mulberry Recruitment, we are seeking an experienced Financial Administrator to join our team. The successful candidate will be responsible for providing administrative support to our Financial Advisers, ensuring the smooth delivery of services to our clients.We are offering a competitive salary of £35,000 per annum, reflecting the importance of this role...