Wealth Management Support Specialist

**Self Employed Financial Advisers wanted!** **Marlow and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Marlow branch. We have a client bank ready for the right person but want this person to build their own bank over time. If you are...

**Self Employed Financial Advisers wanted!** **Marlow and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Marlow branch. We have a client bank ready for the right person but want this person to build their own bank over time. If you are...

Company Profile:At Atomos, we believe that effective financial planning is about more than just numbers. It's about helping our clients achieve their goals and securing their financial future. Our team of experienced Financial Planners provides bespoke advice and support to individuals, businesses and families, helping them navigate the complexities of...

**Fantastic opportunity for both Employed and Self Employed Advisers** Want to join a company who is taking positive action to embrace Consumer Duty and passionate about putting the client at the heart of everything we do? Then join Eight Wealth Management, a Principal Partner Practice of SJP. We currently have a fantastic opportunity for both employed...

Job Summary:As a Financial Planning Assistant at Atomos, you will play a vital role in supporting our Financial Planners in delivering exceptional client service. You will be responsible for providing administrative support, collating data and reports, and collaborating with internal teams and external providers to deliver high-quality...

_**Join Us in Transforming Lives! Be a Volunteer Befriender with Connection Support in Buckinghamshire**_ **Are you ready to make a real difference in your community**? Become a beacon of hope and companionship for those in need! We're on a mission to combat isolation and uplift lives, and we need you to make it happen. **Volunteering** in this capacity...

We are looking for an experienced Client & Adviser Support to join our Marlow Hub. **Career** Ideally, you will have experience working within an IFA / Financial Planning firm and hold strong administrative skills with PA support experience. Day to day tasks will include producing valuations, processing new business, supporting Financial Advisers with...

Job OverviewWe are seeking a highly skilled IT Infrastructure Support Specialist to join our innovative Technology team at The Progeny Group.This role is pivotal in maintaining and enhancing our multi-site IT infrastructure, ensuring seamless connectivity and stable performance.

About the RoleBlakemore Recruitment is currently seeking a skilled Senior IFA Administrator to join their team in Marlow. As a key member of the Central Administration Team, this individual will be responsible for ensuring the efficient and effective use of our back-office system, Intelligent Office (IO). The ideal candidate should have a strong...

E3 Recruitment is seeking an experienced Administrative Support Specialist to join their team. This Customer Accounts Administrator role offers a rewarding experience, with a competitive salary of 26k and comprehensive benefits, including 25 days holiday + BH and a healthcare package.In this customer-facing position, you will be responsible for processing...

Company OverviewThe Progeny Group is a dynamic and growing financial services provider seeking an experienced individual to join our team as a Financial Planning Support Specialist.We offer a competitive salary of £25,000 - £30,000 per annum.Job DescriptionAs a key member of our team, you will be responsible for supporting our financial planners and...

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration Team...

**Career** If you are looking for a role where in 2 years time you could move to paraplanning or into management then this is for you. We're a growing wealth management firm that believes in building the best client service in the business. For self-motivated people, show us what you can do and we like to open opportunities to support your growth. Equally,...

We are seeking a Customer Support Specialist to join our team in Marlow, working with top UK brands.This role requires previous customer service or call centre experience, working 9am-5pm Mon-Fri, with a competitive salary and benefits package.Previous experience in customer services or a call centreConfident and customer-focusedEnthusiastic and...

We are recruiting for an experienced Client Administrator to join our client, a successful wealth management firm based in Marlow.The successful candidate will support the Financial Planners whilst also providing some PA support to the manager.We are looking for someone with previous experience working in a similar environment such as wealth management,...

Salary:£22,500 per annum, plus excellent benefits​Hours: Monday to Friday, 09:00 am to 17:00 pm with 1 hour for lunch​Location:​Peel Lodge, Marlow, SL7 3FHAbout the roleChurchill Estates Management are recruiting for an exceptional Lodge Manager for our retirement development. We seek someone who loves working with people, with a background in...

The Role: What you will do? **Are you a motivated individual and a hard working team player ?** **If so read on!** A unique opportunity has arisen to work in a well-established clinic, The Abbey Clinic (within Bisham Abbey National Sports Centre, near Marlow) and part of the VHG network. A highly qualified and specialist team of physiotherapists and...

About Us: At Atomos Investments Limited, we're a dynamic wealth management firm committed to delivering exceptional client service. Our team is passionate about supporting the growth and development of our employees, and we're looking for a motivated individual to join our Hub team in Marlow.The Role: As a Client Planning Advisor, you'll play a crucial part...

We are currently recruiting for a boutique wealth planner, asset manager and employee benefits specialist based in Marlow. They are currently looking to recruit a Senior IFA Administrator to join their team. The ideal candidate should have a good understanding of Intelligent Office. Purpose of role This new role will support the Central Administration...

This job offers an exceptional opportunity for a skilled Administrative Support Specialist to join our team at Bucks & Berks Recruitment PLC. With a temporary assignment of six months or more, you will be responsible for supporting in account management and sales administration.As part of this role, you will be coordinating customer documentation and...