Financial Services Administrator
4 weeks ago
We 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 communications and maintain accurate records in line with company policy.
- Collect and collate client information to ensure compliance with regulatory requirements.
- Assist Financial Advisers in discussing client objectives and identifying solutions.
- Liaise with product providers to obtain necessary information for client assessments.
- Prepare suitability letters and reports for approval by Financial Advisers.
- Support administrative functions, such as new business processing and income matching.
Requirements:
- Technical knowledge and ability to pass internal assessments.
- Compliance with money laundering and basic knowledge tests during probation.
Essential Skills:
- Understanding of the Financial Planning process.
- Ability to work within defined business processes.
- Excellent interpersonal and communication skills.
- Ability to multitask and prioritize effectively.
- Good report writing skills.
Knowledge & Experience:
- Experience in maintaining good working relationships in a financial advice service environment.
- Ability to acquire and apply new skills and knowledge.
- Set own goals and deliver agreed targets.
-
Senior Financial Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeSenior Financial AdministratorWe are seeking a highly skilled Senior Financial Administrator to join our client's firm in Wokingham. 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 communicate with clients and other parties to...
-
Financial Operations Coordinator
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to collaborate with our Financial Advisers in Wokingham. This full-time office-based position involves assisting in preparing recommendations and producing suitability reports in line with company policy.Key responsibilities include:Collecting and collating client information and...
-
Financial Services Coordinator
4 weeks ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeFinancial Services CoordinatorGrade 5 - £26,421 - £28,770 per annumWokingham Borough Council is a great place to work, with a beautiful semi-rural location and excellent schools. As a Financial Services Coordinator, you will be the first point of contact for internal customers, providing case management services and resolving cases efficiently.We are...
-
Financial Services Coordinator
3 days ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeAt Wokingham Borough Council, we are seeking a skilled Financial Services Coordinator to join our team. This exciting opportunity will have a Finance focus and requires a sound knowledge of Finance processes.The role involves being the first point of contact for internal customers, enabling them to access the right service at the right time to the right...
-
Senior Financial Planning Associate
4 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob PurposeThe role of the Financial Paraplanner is to provide essential support to Financial Advisers in the preparation of recommendations and suitability reports in line with company policy. The successful candidate will be responsible for delivering high-quality paraplanning services, ensuring timely completion of tasks, and maintaining accurate...
-
Financial Paraplanning Specialist
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Summary**We are seeking a skilled Financial Paraplanning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our team, you will be responsible for preparing recommendations and producing suitability reports in line with company policy.Key Responsibilities:With 5 years of paraplanning experience, you will be able to...
-
Administrative Support Specialist
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an experienced Administrative Support Specialist to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will provide administrative support to our financial planners, maintaining existing business relationships and growing new ones.Key Responsibilities:Pipeline management and data entryCoordinate internal projects...
-
Administrative Lead for Children in Care Service
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewBerkshire Healthcare NHS Foundation Trust is seeking a highly skilled and experienced administrator to join our team as a part-time Lead Administrator for the Children in Care Service within CAMHS. The successful candidate will be responsible for providing administrative support to the team, including sending correspondence, booking appointments,...
-
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewBerkshire Healthcare NHS Foundation Trust is seeking a highly motivated and organized Senior Office Administrator to join our team in providing specialist mental health and community health services. This is an excellent opportunity for a driven individual to support the management of administrative tasks, ensuring seamless delivery of care to...
-
Administrative Lead
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeAbout the RoleWe are seeking an experienced and skilled Administrative Lead to join our team at Berkshire Healthcare NHS Foundation Trust. As an Administrative Lead, you will be responsible for providing administrative support to our clinicians and ensuring the smooth running of our administration team.Main ResponsibilitiesProviding administrative support to...
-
Finance Support Officer
2 weeks ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeJob Role Overview:The Financial Support Officer will be the first point of contact for internal customers, enabling them to access the right service at the right time to the right standards.About the Role:We are looking for a highly motivated and organized individual to join our Finance Team as a Financial Support Officer.The successful candidate will have a...
-
Administrative Lead
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewBerkshire Healthcare NHS Foundation Trust is seeking a highly skilled and experienced Administrative Lead to join our team. As a key member of our administration team, you will be responsible for providing administrative support to our clinicians and ensuring the smooth running of our office.Main DutiesLeading administration for the team, you...
-
Financial Analyst
4 weeks ago
Wokingham, Wokingham, United Kingdom Michael Page (UK) Full timeAbout Our ClientOur client is a leading provider of energy efficiency and renewables solutions, committed to delivering innovative and sustainable products and services.Job DescriptionProvide accurate, timely and relevant financial information through recording, reporting and analysis.Ensure customer and supplier reconciliations are up-to-date and...
-
Financial Planning Assistant
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to support their team in Wokingham. The ideal candidate will have a strong understanding of financial services and be able to provide research and analysis of investment funds and financial products.Key Responsibilities:Provide research and analysis of investment funds and...
-
Equine Clinic Administrator
2 weeks ago
Wokingham, Wokingham, United Kingdom CVS Group Plc Full timeEquine Clinic Administrator OpportunityWe are seeking an experienced and professional administrator to join our team at Scott Dunns Equine Clinic in Berkshire.The successful candidate will be responsible for:Answering phones and booking appointmentsResponding to queries via phone, in person and emailUndertaking and maintaining effective administration...
-
Equine Clinic Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom CVS Group Plc Full timeEquine Clinic AdministratorWe are seeking an experienced and professional administrator to join our team at Scott Dunns Equine Clinic in Berkshire.The successful candidate will be responsible for providing exceptional customer service, answering phones, booking appointments, and undertaking daily administration tasks.About the Role:Previous equine experience...
-
Administrative Team Manager
4 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeAbout the RoleWe are seeking a highly organised and motivated Administrative Team Manager to support the managers of Health Visiting and School Nursing in Wokingham. The successful candidate will be responsible for managing the Health Visiting Admin team.Main ResponsibilitiesProvide administrative support with diary management to the service managers.Plan...
-
Community Nursing Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom NHS Full timeAbout the RoleWe are seeking an experienced and organized Community Nursing Administrator to join our team in Wokingham. As a key member of our administration team, you will provide comprehensive administrative support to ensure the effective and smooth running of our eRostering/staffing system across all our clinical and administration teams.You will be the...
-
Equine Clinic Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom CVS Group Plc Full timeEquine Clinic Administrator OpportunityWe are seeking an experienced and professional administrator to join our team at Scott Dunns Equine Clinic in Berkshire.The ideal candidate will have a passion for delivering exceptional customer service, experience working with horses or owning a horse recently, and a strong background in office administration.Key...
-
Property Management Administrator
4 weeks ago
Wokingham, Wokingham, United Kingdom Leaders Romans Group Full timeAt Leaders Romans Group, we are seeking a highly organized and detail-oriented Property Management Administrator to join our dynamic team based in Wokingham. As a Property Management Administrator, you will play a pivotal role in ensuring our customers receive the highest level of service and support.Key Responsibilities:Assisting the compliance manager and...