Financial Administrator
3 weeks ago
Financial Services
Wokingham
26/01/2024
Type of Position: Financial Administrator - Wokingham
Pay: £25k - £35k
**Financial Administrator - Wokingham**:
We are looking for a Financial Administrator to join our clients firm based in Wokingham. This will be a full time office-based role.
**Key Responsibilities**:
- Deal effectively with queries from clients and other parties through effective communication.
- Record your client communications (whether that communication is written, oral or electronic) including client related communications with third parties. Client communications and client related communications require to be recorded on the client’s file in line with company policy in clear and intelligible English.
- Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct.
- Working with the Financial Adviser you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial report.
- Liaise with product providers and other third parties to acquire additional information that may be required in order to assess the client’s needs and to formulate recommendations.
- Assist in identifying areas for planning and sourcing solutions suitable to meet the client’s needs and objectives. This will include assisting in the preparation of tax calculations where necessary.
- Obtain information, quotes, illustrations and product details, and provide comparisons for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser in line with company policy and prepare associated accompanying documentation as required. This will include the pre
- completion of documentation ready for clients to check and sign.
- You may at times be required to assist and provide support with administrative functions, for example: new business processing, income matching, collating and providing management information and organising future planning meetings with the client on behalf of the Financial Adviser.
**Key Skills**
- Understanding of the Financial Planning process
- Able to work within defined business processes
- Ability to achieve agreed outcomes without supervision
- Prioritise and plan own workload
- Detailed and accurate
- Articulate
- Excellent interpersonal skills, both written and verbal
- Ability to multitask and prioritise effectively
- Good IT skills
- Good report writing skills
- Ability to work independently and in a team
**Knowledge & Experience**
- Experience of maintaining good working relationships in the delivery of financial advice services or similar environment
- Ability to assess information, make comparisons and identify critical features
- Set own goals and want to deliver agreed targets
- Retaining supporting records for review.
-
Ifa Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom Financial Divisions Full timeIFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35kAre 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 have...
-
IFA Administration
2 weeks ago
Wokingham, Wokingham, United Kingdom Financial Careers Ltd Full time £34,000 - £45,000IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained experience while...
-
Ifa Administrator
3 weeks ago
Wokingham, United Kingdom Financial Divisions Full time**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 Valleywho I...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Are you the right candidate for this opportunity Make sure to read the full description below.Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Are you the right candidate for this opportunity Make sure to read the full description below.Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding...
-
Financial Services Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom Reed Insurance Full timeMy client a small, lovely successful IFA Financial Services Firm in the Berkshire area, is actively looking to recruit a Financial Services Administrator to carry out a full time Office based role on an hourly rate of 9am to 5.30pm working closely with theFinancial Advisor in supporting him on the Administration and client support side.A great opportunity...
-
IFA Administration
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €34,000 - €45,000IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained experience while...
-
IFA Administration
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €34,000 - €45,000IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained experience while...
-
Financial Services Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom Reed Insurance Full timeEducation, Qualifications & Training Essential Financial Services Experience is preferred. Financial services qualifications are desirable Technical knowledge may be validated from time to time through internal assessment. There are a series of short compliance money laundering and basic knowledge tests, thatyou will be required to take.Key Skills Basic...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €34,000 - €45,000IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, Berkshire, United Kingdom Financial Careers Ltd Full time €34,000 - €45,000IFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice. We are looking for an Administration Manager who has gained...
-
IFA Administration Team Leader
2 weeks ago
Wokingham, UK, Berkshire, United Kingdom Financial Careers Ltd Full timeIFA Administration Team Manager Our client a leading IFA firm specialises in the financial wellbeing of clients. They specialise in pensions and family wealth planning. The Opportunity The opportunity is for an Administration Manager to join a rapidly expanding Financial Services Practice.We are looking for an Administration Manager who has gained experience...
-
Ifa Administrator
3 weeks ago
Wokingham, United Kingdom Premier Jobs UK Limited Full timeAre you seeking an IFA Administrator job in Wokingham to work closely with a highly professional IFA advising HNW clients? In this IFA Administrator position, you will be responsible for supporting the company on a day-to-day basis with administrative tasks which include direct contact with clients and providers. Your duties will include: - Dealing...
-
Bookkeeper / Administrator
4 weeks ago
Wokingham, United Kingdom Bucks & Berks Recruitment PLC Full timeA highly reputable non-for-profit association is looking for an organised and detail-orientated individual to join the team as Bookkeeper / Administrator. You will be responsible for a range of financial and administrative tasks to ensure the smooth operation of the association.The ideal candidate will have some bookkeeping/finance experience and be a...
-
Wokingham, Berkshire, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time €30,000 - €35,000TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : IFA Administrator Location: Reading Benefits: Competitive salary, 25 days holiday plus 1 day for your birthday, Discretionary Bonus Salary: £30,000 to £35,000 dependent on experience About the Company:
