Financial Administrator

1 week ago


Reading, United Kingdom Truestar Talent Ltd Full time

With a basic salary of £35,000, health insurance, death in service and much more, this holistic IFA company gives all employees share options - they genuinely believe everyone should reap the rewards Would you like to work for a client centric Wealth companywho are also committed to investing in training for you?

With brand new offices, including free parking, right in the centre of a vibrant area filled with shops, cafes and bars

**Could this be you?**

This growing company is looking for a new Financial Administrator, to work as a dedicated resource for successful IFAs. Hybrid working offers two days per week working from home

**Does this describe you?**
- Recent experience working for an Independent Advice company
- Strong financial administration experience within financial services
- Proven ability to prepare and present analytical reports
- Intermediate/Advanced Excel
- Excellent communication skills
- A desire to develop your long-term career, and to use your initiative to support the team

**In this role, you will be**:

- Liaising with advisors and clients, providing a full range of admin support for the servicing of existing client investments, mortgages and pensions
- Liaising with clients on the telephone, answering incoming calls and taking messages
- Inputting, chasing and tracking any regulatory items both manually and on the database system
- Meeting and greeting visitors to the office

If you’re looking for a full-time, administrator role, with the flexibility of home and office-based work, and study support for professional exams, then this is the role for you

This is a fantastic opportunity for an ambitious, energetic and motivated individual to join a growing organisation who can offer job security, a competitive remuneration and an excellent benefits package along with a welcoming and friendly working environment

**Interested?**

If this sounds like the role for you, please forward a copy of your CV for immediate short-listing.

If you would like to discuss this role, or any others we may recommend to you, please do get in touch. Not all of our roles are advertised, and we would love the opportunity to find the perfect one for you.



  • Reading, United Kingdom Financial Divisions Full time

    My client, are a Chartered wealth planning practice based in central Reading who have been offering financial advice to their private clients for over 15 years. They have an excellent reputation providing the highest levels of financial advice to High NetWorth private clients who are a mixture of business professionals, retirees, accumulators and families....

  • Financial Analyst

    4 days ago


    Reading, United Kingdom Orka Financial Full time

    Our client is an educational trust who seek to hire a Financial Analyst. The role will report to the Head of Finance and work closely with all off the senior leadership team The role will suit somebody with good excel skills who is used to dealing with dataand being able to build, analyse and monitor reports, forecasts and budgets. - Responsible for the...


  • Reading, United Kingdom Financial Divisions Full time

    **Excellent Benefits + Study Package, partial remote (2-3 days WFH if required)** **The Opportunity** This opportunity exists within our client, a leading, long established and highly respected wealth management firm with a new division based in Reading, Berkshire. They are looking for an experienced IFA Administrator with a couple of RO exams who is...


  • Reading, United Kingdom Orka Financial Full time

    Orka Financial is currently seeking a Finance Administrator to join their client based in Reading the role reports into the Finance Manager being part of a busy team. - Sending out customer statements on a monthly basis - Assisting the Finance Assistant with the matching, coding and inputting of supplier invoices and credit notes - Filing - Assisting with...


  • Reading, United Kingdom Financial Divisions Full time

    Due to expansion over the next 18 months, my Client, a boutique Financial Planning firm based in the Reading area are looking to recruit an additional Financial Adviser to join them. As a business they have been operating for over a decade and provide adviceto Private Clients, their families, accumulators city professionals and corporates and focus on repeat...


  • 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...


  • Reading, United Kingdom Orka Financial Full time

    Orka Financial is recruiting for a School Finance Administrator based in Reading to provide support to a busy finance department working closely with senior members of staff providing excellent customer service. - Deal with enquiries from staff and supplier's reorders and deliveries, returns and refunds. - Process internal journal requests - Perform initial...


  • Reading, United Kingdom GCB Agency Recruitment Full time

    My clients are an established IFA business based in the Reading area, who are currently looking for an experienced Financial Planning Administrator to work alongside their Financial Planners. They are looking for an individual to join their team to provide administrative support in all aspects of the day-to-day running of the business and ensure smooth...


  • 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...


  • Reading, Reading, United Kingdom Remedicare Full time

    Financial Administrator AssistantRemedicare Group is seeking a Financial Administrator Assistant to provide administrative support to our Accounts Managers. This role involves assisting with accounts-related tasks and projects, contributing to the smooth operation of our finance department, and developing skills in accounting and...


  • 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...


  • Reading, Reading, United Kingdom ENGINEERINGUK Full time

    Financial Services Administrator RoleWe are seeking a skilled Financial Services Administrator to join our team in Reading. The ideal candidate will have experience in administering Defined Contribution (DC) pension schemes.This role involves performing various administration tasks around financials, updating pensions databases and systems, and running...


  • Reading, Reading, United Kingdom CV-Library Full time

    **Job Title:** Financial AdministratorAbout the Role:We are seeking a detail-oriented and proactive Finance Clerk to join our Finance team. In this role, you will be responsible for managing day-to-day financial transactions, primarily focusing on the supplier ledger and general ledger.Key Responsibilities:Process supplier invoices for approval -...

  • Senior Administrator

    2 weeks ago


    Reading, Reading, United Kingdom Premier Jobs UK Limited Full time

    We are looking for a highly skilled Senior Administrator - Financial Services to join our team at Premier Jobs UK Limited. In this role, you will be responsible for providing administrative support to a team of financial advisors, who provide personalized financial planning services to clients.The successful candidate will have experience in financial...


  • 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...


  • Reading, Reading, United Kingdom CV-Library Full time

    About the Role: We are seeking an experienced Payroll & Accounts Administrator to join our team at CV-Library. This role offers the opportunity to work on various aspects of payroll and accounting, utilising your administrative skills to maintain accurate records and process financial transactions efficiently.Key Responsibilities:Processing payroll data into...


  • Reading, Reading, United Kingdom Premier Jobs UK Limited Full time

    Premier Jobs UK Limited is seeking an experienced Administrative Support Specialist (Financial Planning) to join their team. This exciting opportunity involves providing administrative support to a team of financial advisors, who deliver comprehensive financial planning services to clients.The ideal candidate will have experience in financial administration...


  • Reading, Reading, United Kingdom Wade Macdonald Full time

    About the Job:This is a fantastic opportunity for a skilled administrator fluent in both German and English to join a dynamic team. You will play a key role in managing vendor communication, providing administrative support, and assisting with translations and onboarding processes.Duties include:Communicating confidently with vendors, landlords, internal...


  • Reading, United Kingdom Financial Divisions Full time

    **Financial services - offering Paraplanner or IFA Career path** This company takes the opinion that the graduates that they hire to become IFA administrators today will be their company’s IFAs and Paraplanners of the future and as a result, they offer clear defined career paths in these areas, and will support your growthas you work and develop your...


  • Reading, United Kingdom Financial Divisions Full time

    **Financial services - offering Paraplanner or IFA Career path** This company takes the opinion that the graduates that they hire to become IFA administrators today will be their company’s IFAs and Paraplanners of the future and as a result, they offer clear defined career paths in these areas, and will support your growthas you work and develop your...