Financial Services Administrator

**Graduate Financial Planning Administrator - IFA Firm with UHNW clients - Total package - £28k (salary, bonus, study support package and mentorship to be a Paraplanner - Near Reading (Berkshire)** Are you a recent graduate in Maths/Economics/Finance or similar with ambitions to work in the wealth management industry? Are you looking for a new role with a...

This exciting opportunity is available for a skilled IFA Administrator to join Artemis Recruitment Consultants Ltd's client firm in Wokingham. As a critical member of the team, you will provide administrative support to Financial Advisers in delivering financial advice services to a diverse range of clients.Key Responsibilities:Administrative Support:...

**PA to Financial Adviser/MD - Wealth Management Firm - Wokingham - Up to £35k** Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley whoI have met and...

**IFA Administrator / PA to Managing Director - Wealth Management Firm - Wokingham - Up to £35k** Are you an IFA Administrator/Personal Assistant with experience working on a 1-2-1 basis with a Financial Adviser or group of wealth management executives. My client is a boutique Independent Financial Advice firm with a presence across the Thames Valley whoI...

A leading recruitment agency, Artemis Recruitment Consultants Ltd, is currently seeking an experienced Financial Services Administrator to work in their office near Wokingham.The successful candidate will be responsible for providing technical support and training to new/junior staff, processing applications accurately and managing client accounts 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...

Job DescriptionWe are seeking an experienced Financial Services Coordinator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.The successful candidate will have excellent...

Job SummaryWe are recruiting for an experienced Independent Financial Administrator to join our team based in the Wokingham area. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers, helping them to deliver exceptional financial advice services to clients.In this role, you will be working...

Orka Financial is currently recruiting for a market-leading services business in Wokingham that requires a Financial Controller for a 12 month contract. The Role The purpose of this role is to support the integration of a large acquisition and to ensure the smooth transition of accounting procedures from the newly acquired entity into the group accounts....

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...

* 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...

About the RoleWe are seeking a highly skilled Financial Services Coordinator to join our team at Mulberry Recruitment. This exciting opportunity will see you working closely with our Financial Advisers, providing administrative support and ensuring the smooth day-to-day running of their workload.Job DescriptionThis role is ideal for an individual with a...

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...

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,...

Job DescriptionWe are seeking a skilled Financial Administrator Specialist to join our client's firm in Wokingham. This is a full-time office-based role.This position involves working closely with Financial Advisers and colleagues to prepare recommendations, suitability reports, and client records. You will be responsible for data gathering, application form...

We are looking for someone to join a small financial planning business as an Administrator. Working directly with the Director of this firm you will be supporting on day to day admin tasks, as well as being the first point of contact for the clients of thefirm. This role is open to part time/flexible hours and full time applicants! This role would suit...

We are looking for someone to join a small financial planning business as an Administrator. Working directly with the Director of this firm you will be supporting on day to day admin tasks, as well as being the first point of contact for the clients of the firm. This role is open to part time/flexible hours and full time applicants! This role would suit...

Artemis Recruitment Consultants Ltd is seeking a skilled Senior Financial Advisor Administrator to join their team in Wokingham.As a key member of the firm, you will work closely with Financial Advisers to deliver high-quality financial advice to clients.The ideal candidate will have excellent communication and organizational skills, with the ability to...

We are seeking an experienced Administrative Support Specialist to join our client's firm in Wokingham. The ideal candidate will have excellent communication skills, with the ability to work independently and as part of a team.Job DescriptionThe role involves assisting Financial Advisers in preparing recommendations and producing suitability reports in line...