Financial Services Administrator

IFA Administrator Opportunity at Ortus PsrElevate your career in a detail-oriented role supporting financial advisors in delivering exceptional client service.We are seeking a skilled IFA administrator to join our team and contribute to the success of our wealth management firm.The successful candidate will enjoy ongoing professional development and...

Ortus Psr is seeking an experienced Financial Services Administrator to join its team. As a key member of the wealth management department, you will provide essential support to our financial advisers, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this role...

Protocol are looking to recruit for a Student Services Administrator on a permanent basis within the Henley-on-Thames area. This role will be term time only. **Salary**: £19,000 - £21,000 This role will require an enhanced DBS **Person Specification.** - previous administrative experience - good word-processing/data inputting skills and speed -...

**We are looking for an administrator to join our team at Lashbrook House Care Home where we specialise in residential, nursing, dementia and short-stay respite care.** **Job purpose **is to be responsible for the smooth running of the administration of the Care Centre. **What we are looking for**: - Professional telephone manner - Friendly, confident,...

Clear IT Recruitment Limited is a leading recruitment agency based in Henley on Thames, Oxfordshire. We have an exciting opportunity for a Financial Services Coordinator to join our team.We are looking for a highly organized individual to support the Head of Finance in taking ownership and control of the purchase ledger and bank payment processing.Main...

**About the Role**We are seeking a skilled Office Assistant with excellent communication and administrative skills to join our team. The successful candidate will be responsible for maintaining robust administration systems, processes, and procedures for the school's financial information.Key requirements include:Proficiency in MS Excel and Word.A valid DBS...

We are looking for a suitably experienced and qualified individual to join the Personal Wealth Management Team based in our Henley office. **Main Purpose of the Role**: - To provide back-office administration for a Chartered Financial Planner - To attend Client meetings with the Chartered Financial Planner to take notes and provide administrative...

**Role** - **Service Centre Administrator** **Salary** - £19,000 - £21,000 per annum **Location** - Henley-on-Thames **Do you have excellent customer service skills? Then please see below!** **What will you be doing as a Service Centre Administrator?**: - Booking in repairs - Accurately entering client’s information - Generating estimates and agreeing...

Elevate Your Career with Ortus Psr's Administrative OpportunitiesAbout Our ValuesAt Ortus Psr, we value our employees and strive to create a supportive and friendly work environment. We believe in investing in our people and offering ongoing professional development opportunities.Your Job OverviewAs an IFA Administrator, you'll be integral to the client...

Unlock Your Career Potential with Ortus PsrAbout UsAt Ortus Psr, we're committed to delivering exceptional client service and supporting our financial advisors in their roles. As an IFA Administrator, you'll play a crucial part in this process.Your RoleYou'll be responsible for managing client records, maintaining accurate data on our CRM system, and...

Ortus Psr is a leading wealth management firm seeking an experienced IFA Administrator to join our team. In this role, you'll provide essential support to our financial advisers, ensuring seamless delivery of client services. Your responsibilities will include managing client records, maintaining accurate data on our CRM system, and handling all related...

We are seeking a reliable, detailed orientated and experienced Financial Administrator to be part of our already established boutique investment team, based in Henley-On-Thames. As a Financial Administrator, you will play an important role in administrating aspects of our back office and organisation and providing essential support in financial operations...

Founded in 1945, Henley is one of the oldest business schools in the UK and part of the University of Reading. We are also among an elite group of business schools to be triple accredited for the quality and capability of our faculty and output. We aim to empower individuals to become great professionals and outstanding business leaders. A fantastic...

Role Requirements: - Client meeting preparation including issuing letters of authority and collating information for Financial Planners / Paraplanners - Preparing valuations and mailings - Assist in product research and information gathering - Obtaining illustrations from product providers - Dealing with existing business queries - Producing client review...

Job SummaryWe are seeking a highly skilled Bookkeeping and Administration Professional to join our team at Hays Accountancy and Finance. This is a fantastic opportunity to work in a small company based in Henley-on-Thames, managing the financial aspects of the business.The ideal candidate will have a strong background in finance, with experience in...

Job DescriptionWe are seeking a skilled Financial Management Specialist to join our team at Hays Accountancy and Finance. As a key member of our finance department, you will be responsible for managing in-house finances for a small company based in Henley-on-Thames.The ideal candidate will have 3-5 years of experience in administrative roles, preferably in...

We are seeking a highly motivated and organized Financial and Administrative Assistant to join our team at Office Angels.The successful candidate will be responsible for managing financial transactions, maintaining accurate records, and providing administrative support to senior staff members.Main Responsibilities:Managing financial transactions, including...

We are a small technology company in South Oxfordshire / Reading, Berks area, doing pretty well, certainly punching above our weight, but with huge upside potential. We are at an inflexion point, now moving to scale-up. We already service 250+ customers in 22 countries across many sectors including Healthcare, Bio-tech, Pharma, Food Retail & Manufacturing,...

Are you looking for a challenging and rewarding career opportunity in a dynamic wealth management firm? We are seeking an IFA Administrator to join our team and contribute to our mission of delivering exceptional client service.In this role, you will be responsible for managing client records, maintaining accurate data on our CRM system, and handling all...

Competitive Salary - Immediate start **About Our Client**: - Our client is a leading financial services company who specialises in consulting & advising corporate and ambitious businesses. - Organising and maintaining files, records, and databases - Assisting with the preparation of reports, presentations, and other documentation - Liaising with clients,...