Financial Planning Administrator

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 Description:">Role OverviewThe Financial Paraplanner will work closely with a full team of administrators and Financial Advisers to prepare recommendations and produce suitability reports in line with company policy.Key Responsibilities">Prepare two multi-pension and investment suitability reports per week or five simple suitability or review reports per...

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 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 a highly organized and communicative Financial Planning Assistant Manager to join our team in Wokingham.This role offers a unique opportunity to work closely with experienced Financial Advisers, delivering tailored financial advice to clients.The successful candidate will be responsible for maintaining accurate client records,...

We are currently recruiting for an Administrative Coordinator - Wokingham position at Artemis Recruitment Consultants Ltd.About the RoleThis role involves providing administrative support to our financial planners, including pipeline management, data entry, and coordination of internal projects. The ideal candidate will have excellent communication and...

About the Role: We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity for a Trainee Paraplanner to develop their skills and knowledge in the field of financial planning.\Key Responsibilities:Conduct research and analysis of investment funds and...

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...

At our clients' firm in Wokingham, we are seeking a highly motivated and organized Senior Financial Services Coordinator to support Financial Advisers in delivering world-class financial advice services. If you have a strong background in administration, excellent communication skills, and a passion for financial services, we encourage you to apply for this...

Job Title: Technical Advisor in Financial PlanningCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £45,000 - £55,000 per annum, depending on experience.Job Description: We are seeking an...

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...

Job DescriptionWe are seeking a highly skilled Head of Financial Planning and Analysis to join our team in Wokingham. As a strategic leader, you will be responsible for driving the growth and profitability of our complex home care business across the UK.Your key responsibilities will include:Developing and implementing financial strategies to support growth...

Wokingham-based Trainee Paraplanner PositionWe are seeking a motivated Trainee Paraplanner to join our team in Wokingham and contribute to the growth of our business.This Trainee Paraplanner role offers a competitive salary package, including an estimated annual salary of £28,000 - £32,000, based on experience and qualifications.Responsibilities and...

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...

Job DescriptionWe are seeking a highly organized and detail-focused IFA Administrator to join our client's firm in the Wokingham area. This is a full-time, office-based position where you will work closely with Financial Advisers to provide top-notch financial advice to clients.Main Responsibilities:Effectively manage client queries and communications...

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...

Job Title: Administrative Support Officer (Finance)We are looking for a skilled Administrative Support Officer (Finance) to join our client's firm in Wokingham. This is a full-time office-based role that involves supporting Financial Advisers with various tasks.The successful candidate will be responsible for preparing recommendations, suitability reports,...

Company Overview">Our clients operate in the Renewables space, experiencing double-digit growth in recent years.We are committed to protecting the privacy of all our candidates and clients, with a strong focus on data protection and compliance.Marks Sattin is proud to be part of Gi Group Holdings Recruitment Limited, a leading recruitment agency with a...

About the RoleThis IFA Administrator position offers a unique opportunity to work in a dynamic environment, providing essential support to Financial Advisers in delivering high-quality financial services. As an ideal candidate, you will possess excellent communication skills, attention to detail, and the ability to multitask effectively.Key Skills and...

We are seeking a skilled Administrative Support Professional to join our team at Mulberry Recruitment. In this role, you will provide administrative support to our financial advisors, focusing on pensions, retirement, and international family wealth. This is an excellent opportunity to develop your career in a dynamic and supportive environment.Job...