Senior Wealth Administration Specialist

Job Description: Wealth Management AdministratorAt Atomos Investments Limited, we strive to provide personalized service to our clients. As a Wealth Management Administrator, you will play a vital role in supporting our financial planners by coordinating their diaries, arranging client meetings, and preparing documentation.Key Responsibilities:* Manage...

Job Overview: Administrative Support SpecialistWe are seeking an experienced Administrative Support Specialist to join our team at Atomos Investments Limited. In this role, you will provide administrative support to our financial planners, ensuring that their operations run smoothly and efficiently.Key Responsibilities:* Provide administrative assistance to...

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...

About Atomos Investments LimitedWe're a dynamic and innovative wealth management firm dedicated to providing exceptional client service. Our agile working environment means you'll have the opportunity to engage in a variety of tasks and projects, ensuring a diverse and enriching work experience as you develop professionally.Job DescriptionAs an...

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...

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...

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...

We are recruiting for a Wealth Management Assistant Manager to join our client, a successful wealth management firm based in the Marlow area. This is an exciting opportunity for someone who has a passion for financial services and wants to take their career to the next level.The successful candidate will provide administrative support to the Financial...

About Our Company: At Atomos Investments Limited, we pride ourselves on building strong relationships with our clients and providing tailored solutions to meet their financial needs. Our team is dedicated to delivering exceptional client service, and we're committed to helping our employees grow and develop in their careers.The Job: We're seeking an...

The Role: What you will do? We have an exciting opportunity to join our Private Service Administration team at the Abbey Clinic as a Senior Administrator. This is a part-time (22 hours) opportunity working a mix of managerial and front facing reception duties in a busy clinic in Marlow. The Abbey Clinic, part of the Vita Health Group, is located in the...

**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...

OverviewThis is an exciting opportunity for a highly skilled Senior Administrator to support the account management and sales administration functions of our client, based in Marlow.The role involves coordinating customer documentation, managing information, and supporting in account management and sales administration on a full-time basis, 40 hours per...

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,...

Job Title: Senior Administrator LeadThis is an excellent opportunity for a seasoned Senior Administrator to join our team in Marlow, working full-time (40 hours/week) with hybrid working arrangements. The role offers the chance to support account management and sales administration, coordinate customer documentation, and manage information.The key...

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...

Job Description We’re currently working with an award winning Wealth Management business, to recruit for a Financial Planning Administrator based in Marlow, offering a base salary of up to £30,000 (potentially higher for exceptional candidates). The Role As a Financial Planning Support team member, you will play a critical role in providing...

Bucks & Berks Recruitment PLC Careers is seeking an Administrative Support Specialist to join their team. In this role, you will provide administrative support to the Financial Planners, including co-ordinating diaries, arranging meetings, and preparing documentation. The estimated salary for this position is £25,000 - £29,000 per annum.The ideal candidate...

**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,...

About the RoleWe are seeking a highly skilled Senior Sales Contract Administrator to join our team at Bucks & Berks Recruitment PLC.

DescriptionAs a Financial Planning Administrator, internally known as Client Executive, you will work collaboratively with Financial Planners and Paraplanners to support a wide variety of tasks to elevate the overall client outcome. With excellent interpersonal and client care skills, you will build and maintain relationships across the business and always...