Financial Administrator
1 day ago
We are seeking a highly organized and detail-oriented Financial Administrator to join our client's firm in Wokingham. This is a full-time office-based role that requires collaboration with Financial Advisers and other colleagues.
Key Responsibilities:- Assist Financial Advisers in preparing recommendations and producing suitability reports in line with company policy.
- Collect and collate information and data about clients, ensuring all required compliance documentation is present and correct.
- Discuss client objectives with Financial Advisers, identifying necessary information to compile financial reports.
- Assist in identifying areas for planning and sourcing solutions suitable to meet client needs and objectives.
- Prepare suitability letters and reports for approval by Financial Advisers, along with associated documentation.
- Support administrative functions, such as new business processing, income matching, and management information.
- Understanding of the Financial Planning process.
- Ability to achieve agreed outcomes without supervision.
- Good report writing skills.
- Experience of maintaining good working relationships in the delivery of financial advice services.
This role is ideal for someone with a strong administrative background and a keen eye for detail. If you are a motivated and organized individual looking to join a dynamic team, please apply.
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Financial Services Administrator
1 day ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator - WokinghamWe are seeking a highly organized and detail-oriented IFA Administrator to join our client's firm based in the Wokingham area. As an IFA Administrator, you will play a crucial role in supporting Financial Advisers in providing exceptional financial advice to clients.Key Responsibilities:Provide exceptional customer service by...
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Financial Services Administrator
1 day ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator - WokinghamWe are seeking a highly organized and detail-oriented IFA Administrator to join our client's firm based in the Wokingham area. As an IFA Administrator, you will play a crucial role in supporting Financial Advisers in providing exceptional financial advice to clients.Key Responsibilities:Provide exceptional customer service by...
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Financial Services Administrator
20 hours ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our administration team.The RoleWe're seeking a highly organized and communicative Financial...
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Financial Services Administrator
17 hours ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our administration team.The RoleWe're seeking a highly organized and communicative Financial...
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Senior Financial Administrator
1 day ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice to clients.Key Responsibilities:Provide...
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Senior Financial Administrator
1 day ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator Job DescriptionWe are seeking a highly skilled and experienced Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional support in delivering financial advice to clients.Key Responsibilities:Provide...
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Senior Financial Administrator
5 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator - WokinghamWe are seeking a highly skilled Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional financial advice to clients.Key Responsibilities:Effectively manage client queries and...
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Senior Financial Administrator
5 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior IFA Administrator - WokinghamWe are seeking a highly skilled Senior IFA Administrator to join our client's firm based in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide exceptional financial advice to clients.Key Responsibilities:Effectively manage client queries and...
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Financial Services Administrator
5 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator - WokinghamWe are seeking a skilled IFA Administrator to join our client's firm in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide high-quality financial advice to clients.Key Responsibilities:Effectively communicate with clients and other parties to resolve queries...
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Financial Services Administrator
5 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator - WokinghamWe are seeking a skilled IFA Administrator to join our client's firm in the Wokingham area. This is a fully office-based position, where you will work closely with Financial Advisers to provide high-quality financial advice to clients.Key Responsibilities:Effectively communicate with clients and other parties to resolve queries...
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Financial Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial Administrator - Independent Financial Adviser (IFA)Company: Artemis Recruitment Consultants LtdLocation: WokinghamJob Type: Full-timeSalary: £25k - £35kAbout the Role:We are seeking an experienced Financial Administrator to join our client's firm in Wokingham. As a Financial Administrator, you will be working directly...
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Financial Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionJob Title: Financial Administrator - Independent Financial Adviser (IFA)Company: Artemis Recruitment Consultants LtdLocation: WokinghamJob Type: Full-timeSalary: £25k - £35kAbout the Role:We are seeking an experienced Financial Administrator to join our client's firm in Wokingham. As a Financial Administrator, you will be working directly...
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Financial Services Administrator
4 days ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our team as an IFA Administrator.Key ResponsibilitiesProvide exceptional client service by...
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Financial Services Administrator
4 days ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and growing company dedicated to delivering exceptional service to our clients. Our team is committed to helping our clients achieve their financial goals, and we're looking for a skilled and detail-oriented individual to join our team as an IFA Administrator.Key ResponsibilitiesProvide exceptional client service by...
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Administrative Services Manager
3 weeks ago
Wokingham, Wokingham, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a well-established Independent Financial Advice (IFA) firm dedicated to providing personalized financial planning and investment management services. We are seeking an experienced and driven individual to join our team as an Administration Manager.Job SummaryThe Administration Manager will play a pivotal role in overseeing a team...
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Senior Financial Services Administrator
38 minutes ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and expanding company dedicated to delivering exceptional service to our clients and fostering a supportive environment for our team members. We prioritize our clients' goals and outcomes, as well as the growth and well-being of our staff. To achieve this, we provide comprehensive training and development opportunities, as...
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Senior Financial Services Administrator
2 days ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and expanding company dedicated to delivering exceptional service to our clients and fostering a supportive environment for our team members. We prioritize our clients' goals and outcomes, as well as the growth and well-being of our staff. To achieve this, we provide comprehensive training and development opportunities, as...
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Senior Financial Services Administrator
2 days ago
Wokingham, Wokingham, United Kingdom Berkshire IFA Full timeAbout UsBerkshire IFA is a dynamic and expanding company dedicated to delivering exceptional service to our clients and fostering a supportive environment for our team members. We prioritize our clients' goals and outcomes, as well as the growth and well-being of our staff. To achieve this, we provide comprehensive training and development opportunities, as...
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Administration Manager
2 weeks ago
Wokingham, Wokingham, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a well-established financial services firm dedicated to providing personalized financial planning and investment management services. We are seeking an experienced professional to join our team as an Administration Manager.Key ResponsibilitiesTeam Leadership: Manage a team of 4 (growing to 6), ensuring high performance and...
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Administration Manager
2 weeks ago
Wokingham, Wokingham, United Kingdom Ortus PSR Full timeAbout Ortus PSROrtus PSR is a well-established financial services firm dedicated to providing personalized financial planning and investment management services. We are seeking an experienced professional to join our team as an Administration Manager.Key ResponsibilitiesTeam Leadership: Manage a team of 4 (growing to 6), ensuring high performance and...
