Financial Services Team Lead
1 month ago
We are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or team leader.
Key Responsibilities:- Provide technical support and training to new/junior staff joining the practice;
- Process applications accurately and record the required management information;
- Senior administration experience of working within an IFA Firm or investment/wealth management environment;
- Experience of client management systems such as Intelligent Office;
- Experience of managing client accounts and relationships;
- Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly;
- Experience of Microsoft Office (Outlook, Word, PowerPoint, Excel);
- Open to change with a creative approach to problem solving;
This role is ideal for someone who is flexible and can effectively communicate with their team. If you have a strong background in administration and are looking for a new challenge, please get in touch.
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Financial Services Team Leader
2 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. The ideal candidate will have previous experience working within the Financial Services industry as either an administrator or team leader.Key Responsibilities:Provide technical support and training...
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Financial Services Team Leader
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. The ideal candidate will be very experienced in a similar type of role, flexible, and able to effectively communicate with their team.This will be an office-based position, working in Wokingham. We...
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Financial Services Team Leader
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. The ideal candidate will be very experienced in a similar type of role, flexible, and able to effectively communicate with their team.This will be an office-based position, working in Wokingham. We...
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Financial Services Team Leader
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or...
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Financial Services Team Leader
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or...
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Financial Services Team Leader
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or...
-
Financial Services Team Leader
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administration Manager - WokinghamWe are working with a well-established IFA firm near Wokingham that is looking to take on a new Administration Team Leader. This will be an office-based position, working in Wokingham. We are looking for candidates who have previous experience working within the Financial Services industry as either an administrator or...
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Financial Services Administrator
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Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our client's firm based in the Wokingham area. As an IFA Administrator, you will be responsible for providing administrative support to Financial Advisers in delivering financial advice services to clients.Key Responsibilities:Communicate effectively with clients and...
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Financial Services Administrator
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Financial Services Administrator
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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 month 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
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Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Financial Services Administrator to join our client's firm in Wokingham. As an IFA Administrator, you will work closely with Financial Advisers to provide high-quality financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties to resolve queries and concerns.Record client...
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Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our client's firm in Wokingham. As an IFA Administrator, you will work closely with Financial Advisers to provide high-quality financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties to resolve queries and provide excellent...
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Financial Services Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeIFA Administrator Job DescriptionWe are seeking an experienced IFA Administrator to join our client's firm in Wokingham. As an IFA Administrator, you will work closely with Financial Advisers to provide high-quality financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties to resolve queries and provide excellent...