Planning Administrator

A rare opportunity for an experienced Financial Planning Administrator to join one of our clients - a successful boutique financial services and advisory organisation in Wokingham. The role provides the opportunity to add real value as a key part of theteam, utilise a varied skillset, and contribute toward a high standard of...

Finance Administrator PositionArtemis Recruitment Consultants Ltd is seeking a skilled Finance Administrator to join its team in Wokingham. As a key member of the administration department, you will play a vital role in supporting Financial Advisers in delivering exceptional financial advice services.Job OverviewThe role requires an individual who can...

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 Description:The successful candidate will have experience of working in a financial services environment and a strong understanding of the financial planning process. They will be able to communicate effectively with clients and colleagues, and possess excellent administrative skills.The estimated salary for this role is £28,000-£38,000 per annum,...

**Purchasing Administrator** **Pertemps Reading**are looking for a **Purchasing Administrator**to work with a Procurement company based in **Finchampstead**. **As a Purchasing Administrator, you will be responsible for**: - Managing Purchase Orders processes whilst maintaining accuracy - Work alongside the Finance Department to resolve invoicing issues -...

Office Angels are currently recruiting for an IFA Administrator for our client based in Winnersh. **Role**:IFA Administrator **Location**:Winnersh (Office based) **Salary**:£28,000 - £30,000pa **Duties include but are not limited to**: - Deal effectively with queries from clients and other parties - Collect and collate information and data about (and...

Administration Assistant ──── 20 hours a week Permanent role **Part-time** ──── **Administration Assistant** Salary range: £15 - £16 per hour An opportunity has arisen for a professional and efficient Administrative Assistant to join our friendly, hardworking team based at the Parish Office, Pinewood, Old Wokingham Road, RG40...

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...

Senior Role in Private Client:We are seeking a Will and Estate Planning Specialist to join our Wills and Inheritance Team in Wokingham.About the Team:Our Wills and Inheritance Team is recognised for delivering tailored, practical advice with a focus on excellent client care and building lasting relationships.Responsibilities:Drafting complex Wills and...

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...

A well respected independent agent in Wokingham are seeking a professional and highly knowledgeable Lettings Coordinator/Administrator to join their team. Duties will include: - General administration duties - Inventories - Check in's and Check out's - Property Management - Database maintenance - Scheduling maintenance - Liaising with landlords and...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and obtaining policy information. Duties Quickly and effectively deal with...

Job Advert An exciting opportunity has arisen for a Production Demand Administrator to join our thriving UK Medical Device Manufacturing Company. We are looking to recruit a detail-oriented and proactive Production Demand Administrator who will play a key role in providing essential support to the Group Manufacturing Department, particularly in the...

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...

Job Title: Corporate Planning AssistantLocation: EMEA RegionSalary: £35,000 - £45,000 per annumWe are seeking a highly skilled and experienced Corporate Planning Assistant to join our team at Mizuno Corporation EMEA.About the RoleThe successful candidate will be responsible for providing administrative support to our management team, including preparing...

* Financial Services Experience is preferred. - Excellent interpersonal skills, both written and verbal IFA Administrator - Wokingham £25K Office based Our client specialises in the financial wellbeing of clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career in...

Experience required: minimum 3+ years' PQE. This role offers excellent opportunities for career progression within a busy private client department.Lecturing expertise or STEP membership is highly desirable.A negotiable salary, dependent on experience, is available (£52,000 - £65,000). Based in central Berkshire, this full-time solicitor position involves...

Estimated Salary: £32,000 - £40,000Senior Financial Administrator Role in WokinghamThis is an exciting opportunity for a highly skilled and experienced Senior Financial Administrator to join our clients' firm based in the Wokingham area.The successful candidate will be working directly alongside Financial Advisers, helping them to provide Financial Advice...