Administrative Support Specialist

23 hours ago


Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time

We are recruiting for an Administrative Support Specialist - IFA to work in our National Financial Planning practice based in Henley-on-Thames.

Salary: £40,000 - £50,000 per annum

Job Overview:

The successful candidate will support our Financial Planners in providing high-quality advice to clients.

Key Accountabilities:

  • Client meeting preparation and information collation.
  • Preparation and mailing of valuations.
  • Product research and information gathering assistance.
  • Illustrations procurement from Assureweb and product providers.
  • New business application processing and compliance checking.
  • Existing business query resolution.
  • Client review pack production for Financial Planners.
  • Intelliflo (IO) client file maintenance.
  • Effective filing and communication system organisation.
  • Post management and general office administration.
  • Professional and courteous client interaction management.
  • Supporting documentation maintenance according to company procedures.
Requirements:

Candidates should have:

  • FPC qualification or equivalent.
  • A level or equivalent education standard.
  • Experience working with Financial Advisors or comparable.
  • Compliance knowledge as detailed in the firm's manual and procedures.
  • Strong customer services skills.
  • Good IT skills, including Microsoft Office.


  • Henley on Thames, Oxfordshire, United Kingdom Oriel Partners Limited Full time

    We are seeking an experienced and highly skilled Administrative Support Specialist to join our team at Oriel Partners Limited. This is a unique opportunity for an individual who is able to work effectively in a fast-paced environment, supporting two high-net-worth (UHNW) principals.Key responsibilities will include:Coordinating complex diaries across...


  • Henley on Thames, Oxfordshire, United Kingdom Oriel Partners Limited Full time

    Job DescriptionWe are seeking an exceptional Senior Administrative Support Professional to provide high-level support to two UHNW Principals in all aspects of their business and personal lives.This is an exciting opportunity for a dedicated and proactive individual who can thrive in a fast-paced environment, demonstrate excellent organizational skills, and...


  • Henley on Thames, Oxfordshire, United Kingdom Retirement Villages Group Full time

    At Thamesfield Retirement Village, we are seeking an Administrative Liaison to join our team on a part-time basis, Monday to Friday, 9am to 2:30pm. The successful candidate will be the primary point of contact for residents and visitors, providing a warm and welcoming experience.This role will involve providing exceptional customer service to all...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full time

    About the JobWe have an exciting opportunity for a Support Services Coordinator to join our team at our Albert Court development in Henley on Thames.Key ResponsibilitiesProvide exceptional customer service to colleagues, residents, and other visitors.Manage administrative tasks including responding to emails and phone calls, and preparing...


  • Henley on Thames, Oxfordshire, United Kingdom Oriel Partners Limited Full time

    Key ResponsibilitiesThe successful candidate will be responsible for:Providing administrative support to the Principals, including diary management, travel arrangements, and correspondence.Coordinating with multiple offices and stakeholders to ensure seamless project delivery.Managing complex schedules and ensuring timely completion of tasks.Developing and...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full time

    Job SummaryWe are seeking a highly organised and service-focused individual to join our team as an Administrator at our Albert Court development in Henley on Thames.About the RoleThis is a part-time position that requires 12.5 hours per week. As an Administrator, you will play a vital role in enriching the lives of our homeowners by providing exceptional...


  • Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior IFA Administrator to join our team in Henley-on-Thames.Job SummaryThe successful candidate will provide exceptional administrative support to our Financial Planners, ensuring the delivery of an outstanding service to clients. This role involves preparing client meeting materials, valuations,...


  • Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Senior Financial Planning Administrator to join our team at Blakemore Recruitment. The ideal candidate will provide high-quality administrative support to our Financial Planners, enabling them to deliver exceptional service to clients.Key Responsibilities:Prepare client meeting materials, including letters of authority and...


  • Henley on Thames, Oxfordshire, United Kingdom Retirement Villages Group Full time

    Administrative and Reception Services AssistantThamesfield Retirement Village is looking for a Front Desk Support Officer to work Monday - Friday from 9 AM to 2:30 PM. The successful candidate will be the main point of contact for residents and visitors, providing excellent customer service and supporting the Village Management with administrative and...


  • Henley on Thames, Oxfordshire, United Kingdom Royalberkshire Full time

    An opportunity has arisen for a part time Administrative Assistant to support the Outpatients department at Royalberkshire in Henley on Thames. The estimated salary for this role is £18,000 - £20,000 per annum.Job DescriptionTo deliver an effective and efficient support service to the Outpatients department, assisting in the provision of quality patient...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full time

    About the RoleWe are seeking a highly organised and service-focused Administrator to join our team at Albert Court development in Henley on Thames. As a key member of our support team, you will play a vital role in enriching the lives of our homeowners.Key ResponsibilitiesWelcoming visitors to the Estate office and providing exceptional service to...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full time

    We are seeking an organised, proactive, and service-focused part-time Administrator to play a vital role in our Albert Court development at Henley on Thames to enrich the lives of our homeowners.As a valued member of our team, you will provide exceptional customer service, ensuring that every interaction is warm, welcoming, and professional. Your...


  • Henley on Thames, Oxfordshire, United Kingdom Royalberkshire Full time

    We are looking for a Support Service Coordinator to join our team at Royalberkshire in Henley on Thames. The estimated salary for this role is £20,000 - £23,000 per annum.About the JobTo provide administrative support to the Outpatients department, ensuring smooth operations and high-quality patient care.The ideal candidate will have:Essential...

  • Claims Specialist

    4 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom Capio Recruitment Insurance Full time

    Claims SpecialistAt Capio Recruitment Insurance, we are seeking a highly skilled Claims Specialist to lead our claims management team in the Thames Valley Region. This role requires a proactive and dynamic individual with at least 2 years of experience in the insurance industry.Key Responsibilities:Manage client claims with insurers, negotiating settlements...


  • Henley on Thames, Oxfordshire, United Kingdom Shiplake College Full time

    We are seeking a Science Laboratory Specialist to support the teaching of biology, chemistry, and physics at Shiplake College. The successful candidate will be responsible for providing specialist assistance in the delivery of practical and project work within the science department.Main Responsibilities:Provide expert support in laboratory...


  • Henley on Thames, Oxfordshire, United Kingdom OppenheimerFunds Distributor, Inc Full time

    Job DescriptionWe are seeking a highly skilled Senior Compliance Executive to join our UK Product Compliance Advisory team in Henley-on-Thames.About the RoleAct as the Compliance Advisory subject matter expert on regulation relating to the UK collective investment scheme products, operations and administration.Advising on the application of the UK regulatory...


  • Henley on Thames, Oxfordshire, United Kingdom Chiltern Recruitment Full time

    Our client, a dynamic and growing business, is seeking a highly skilled Financial Operations Specialist to join their team. As an Assistant Management Accountant, you will play a crucial role in supporting the development and growth of the company.Key Responsibilities:Prepare and present monthly management accounts, providing insightful analysis and...


  • Henley on Thames, Oxfordshire, United Kingdom Cosmetic Recruitment Full time

    Excellent opportunity exists for a highly skilled Gynaecologist Specialist to join a prestigious aesthetic clinic in a picturesque location. The ideal candidate will have expertise in female rejuvenation and aesthetic treatments, with a strong passion for providing exceptional patient care.Key Responsibilities:Provide expert consultations and treatments for...


  • Henley on Thames, Oxfordshire, United Kingdom HealthHarmonie Full time

    About the RoleWe are seeking a highly motivated and organized Healthcare Support Associate to join our team at HealthHarmonie. This is an exciting opportunity for individuals who want to make a meaningful impact in the healthcare industry.As a Healthcare Support Associate, you will play a critical role in ensuring the smooth and efficient functioning of our...

  • CGI Specialist

    3 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom Wonder Vision Full time

    Job Title: CGI SpecialistAbout UsWe're a creative CGI production studio driven by design and obsessed with detail, working with the world's most ambitious brands. Our team is made up of good people who are genuinely passionate about what they do.Salary Estimate: $80,000 - $110,000 per yearKey Responsibilities:As a Houdini artist, you'll have the opportunity...