Financial Services Administrator
13 hours ago
The ideal candidate will have experience in a similar IFA administration role, preferably within a wealth management or financial planning environment. Strong knowledge of financial products, including pensions, investments, and protection, is also essential. Proficiency in financial planning software and a good understanding of FCA regulations are required.
This is a great opportunity for someone looking to elevate their career in a detail-oriented role that supports financial advisors in delivering exceptional client service.
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Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeJob 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,...
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Senior Financial Services Coordinator
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeWe are seeking a highly skilled Senior Financial Services Coordinator to join our team at Blakemore Recruitment in Henley-on-Thames.Salary: £45,000 - £55,000 per annumJob Description:The successful candidate will provide administrative support to our Financial Planners, enabling them to deliver exceptional client service.Key Responsibilities:Client meeting...
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Financial Planning Operations Manager
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeWe are looking for a Financial Planning Operations Manager to join our team at Blakemore Recruitment in Henley-on-Thames.Salary: £48,000 - £58,000 per annumJob Summary:The successful candidate will oversee the administration of our Financial Planners' work, ensuring they can deliver high-quality advice to clients.Key Responsibilities:Client meeting...
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Bookkeeping and Administration Professional
1 week ago
Henley on Thames, Oxfordshire, United Kingdom Hays Accountancy and Finance Full timeJob SummaryWe are seeking a highly skilled Bookkeeping and Administration Professional to join our team at Hays Accountancy and Finance. This is a fantastic opportunity to work in a small company based in Henley-on-Thames, managing the financial aspects of the business.The ideal candidate will have a strong background in finance, with experience in...
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Financial Management Specialist
1 week ago
Henley on Thames, Oxfordshire, United Kingdom Hays Accountancy and Finance Full timeJob DescriptionWe are seeking a skilled Financial Management Specialist to join our team at Hays Accountancy and Finance. As a key member of our finance department, you will be responsible for managing in-house finances for a small company based in Henley-on-Thames.The ideal candidate will have 3-5 years of experience in administrative roles, preferably in...
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Administrative Support Specialist
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Blakemore Recruitment Full timeWe 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 annumJob Overview:The successful candidate will support our Financial Planners in providing high-quality advice to clients.Key Accountabilities:Client meeting preparation and...
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Financial Services Assistant Manager
9 hours ago
Henley on Thames, Oxfordshire, United Kingdom Austin Fraser Full timeWe are seeking an experienced professional to support our auditing and accounting services as an Audit & Accounts Assistant.About the RoleThe successful candidate will be responsible for preparing accurate financial statements, computing corporation tax, and conducting audit fieldwork.Job DescriptionThe key responsibilities of this role include: Preparing...
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Financial Administrator
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Protalent Full timeAt Protalent, we are partnering with a dynamic accountancy firm in Henley to recruit a skilled Bookkeeper.About the RoleThis is an exciting opportunity for a bookkeeping professional to join a well-established and successful firm. The ideal candidate will have solid bookkeeping experience, a strong understanding of multiple software platforms, and excellent...
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Administrative Assistant
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full timeAbout 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...
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Assistant Financial Controller
14 hours ago
Henley on Thames, Oxfordshire, United Kingdom Clear IT Recruitment Limited Full timeRole Overview:We have an exciting opportunity for a skilled Financial Assistant to join our team at Clear IT Recruitment Limited in Henley on Thames, Oxfordshire.Key Job Responsibilities:Purchase Ledger Support: Assist in reviewing and processing all invoices, working closely with Procurement, Logistics, and Goods In departments.Bank Payment Support: Help...
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Financial Clerk
10 hours ago
Henley on Thames, Oxfordshire, United Kingdom ProTalent Limited Full timeJob Description:ProTalent Limited requires a skilled Bookkeeper to provide bookkeeping services to our clients in Henley. The successful candidate will have a minimum of 1 year's experience in bookkeeping and be proficient in using Xero and other accounting software.The responsibilities of this role include preparing financial statements, managing client...
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Support Services Coordinator
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full timeJob 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...
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Financial Manager
3 days ago
Henley on Thames, Oxfordshire, United Kingdom ProTalent Limited Full timeWe are seeking an experienced Financial Manager to join our team at ProTalent Limited. The ideal candidate will have a strong background in accounting and tax, with a minimum of 5 years of experience in dealing with SME clients.The successful candidate will be responsible for preparing accounts, self-assessment tax returns, management accounts, and...
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Financial Assistant
8 hours ago
Henley on Thames, Oxfordshire, United Kingdom Clear IT Recruitment Limited Full timeAbout the Opportunity:We are seeking a skilled Financial Assistant to join our team at Clear IT Recruitment Limited in Henley on Thames, Oxfordshire.Key Responsibilities:Purchase Ledger Management: Review and process all invoices, working closely with Procurement, Logistics, and Goods In departments.Bank Payment Processing: Generate and process Trade Credits...
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Administrative Assistant
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Royalberkshire Full timeAn 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...
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IFA Operations Coordinator
8 hours ago
Henley on Thames, Oxfordshire, United Kingdom Ortus Psr Full timeIFA Operations Coordinator OpportunityOrtus Psr is looking for an experienced IFA Operations Coordinator to join its team. This role involves providing critical support to our financial advisors, ensuring smooth processing of financial transactions and maintaining accurate client records. With a competitive salary of £25,000 - £30,000, this position offers...
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Financial Relationship Strategist
1 week ago
Henley on Thames, Oxfordshire, United Kingdom eFinancialCareers Full timeJob DescriptionAs a Financial Relationship Strategist, you will play a critical role in building and maintaining relationships with external stakeholders, including institutional investors, family offices, and High Net Worth individuals.Your responsibilities will include:Developing and implementing effective investment strategies to meet client...
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UK Product Compliance Advisor
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom OppenheimerFunds Distributor, Inc Full timeAbout the JobWe are seeking a highly skilled Senior Compliance Executive to join our UK Product Compliance Advisory team in Henley-on-Thames.Key ResponsibilitiesAct 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...
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Support Service Coordinator
2 weeks ago
Henley on Thames, Oxfordshire, United Kingdom Royalberkshire Full timeWe 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...
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Compliance Executive Lead
3 weeks ago
Henley on Thames, Oxfordshire, United Kingdom OppenheimerFunds Distributor, Inc Full timeAbout UsOppenheimerFunds Distributor, Inc is a leading provider of investment solutions, serving clients in the UK and globally. We are dedicated to delivering exceptional results and fostering long-term relationships with our clients.Job DetailsFull-time position based in Henley-on-Thames.£60,000 - £80,000 per annum.A comprehensive benefits package,...