Financial Services Administrator

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...

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 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 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...

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...

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...

Artemis Recruitment Consultants Ltd is working with a well-established IFA firm near Wokingham, looking for an experienced Administration Team Leader to join their team.We are seeking a highly skilled and flexible candidate who can effectively communicate with their team. This will be an office-based position, working in Wokingham.The ideal candidate will...

Job Overview: We are seeking an experienced Financial Planning Administrator to join our client's firm based in the Wokingham area. This is a full-time office-based position where you will work closely with Financial Advisers to provide financial advice to clients.Key Responsibilities:Communicate effectively with clients and other parties, ensuring that all...

Protalent is working with a well-established and growing accountancy practice located in Wokingham, known for its excellent reputation in providing comprehensive financial services to a diverse range of clients across various sectors.Their team of dedicated professionals takes pride in delivering high-quality accounting, tax, and financial solutions,...

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...

Job Title: Financial Services SpecialistWe are seeking a highly motivated and experienced Financial Services Specialist to join our team at Wokingham Borough Council. This is an exciting opportunity to play a key role in providing strategic support on all financial matters relating to Children's Services and Schools.This role requires a qualified accountant...

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...

**Job Overview:**This is a comprehensive role requiring an experienced paraplanner to support financial advisers in preparing recommendations and producing suitability reports.The ideal candidate will have a strong technical knowledge of financial services, excellent writing skills, and the ability to meet productivity targets.We are seeking a skilled...

Finance Role at Wokingham Borough CouncilWe are seeking a highly skilled Financial Services Manager to join our team on a full-time, permanent basis. The successful candidate will play a key role in providing strategic support on all financial matters relating to Children's Services and Schools.This is an exciting opportunity for a motivated and experienced...

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 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 OverviewWe are seeking a highly skilled Senior Service Charge Financial Specialist to join our team at Leaders Romans Group. As a key member of our financial department, you will be responsible for managing the day-to-day financial requirements of an allocated portfolio of clients.Your primary objective will be to ensure all industry-mandated deadlines...

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,...

About the Role:We are currently seeking an experienced Administration Manager to join our team at Artemis Recruitment Consultants Ltd. Our client, a well-established IFA firm in Wokingham, is looking for a highly skilled professional to lead their administration team.Main Duties:Client Account Management: Manage client accounts and relationships, ensuring...

Job OverviewWe are currently seeking a highly skilled Financial Services Professional to join our team in Wokingham, Berkshire. The ideal candidate will have 1-3 years of experience working within a practice environment and be studying AAT or AAT qualified, or studying towards ACA/ACCA.Key Responsibilities:Preparation of statutory accounts, corporate tax...