Independent Financial Administrator
3 days ago
We are seeking an experienced Financial Services Coordinator 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.
The successful candidate will have excellent communication skills, both written and verbal, and be able to work effectively within defined business processes. You will be able to prioritize and plan your workload, multitask, and provide detailed and accurate reports. Additionally, you will be able to acquire, update, and apply new skills and knowledge to stay up-to-date with industry developments.
In this role, you will be working directly with Financial Advisers to discuss client objectives, identify information requirements, and compile financial reports. You will also be liaising with product providers and other third parties to obtain necessary information and quotes. Your tasks will include preparing suitability letters and reports, assisting with administrative functions such as new business processing, income matching, and management information. You will commit to continuous personal development, keeping your knowledge up-to-date and retaining supporting records for review.
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Office Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinance Administrator PositionArtemis Recruitment Consultants Ltd is seeking a skilled Finance Administrator to join its team in Wokingham. As a key member of the administration department, you will play a vital role in supporting Financial Advisers in delivering exceptional financial advice services.Job OverviewThe role requires an individual who can...
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Financial Services Coordinator
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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...
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Senior Financial Advisor Administrator
2 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis 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...
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Financial Services Coordinator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe 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...
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Administrative Support Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Administrator RoleThis is an exciting opportunity to join our client's firm in Wokingham as a Financial Administrator. The successful candidate will be responsible for supporting Financial Advisers in delivering high-quality financial advice services.Key ResponsibilitiesAssisting in the preparation of recommendations and suitability reports for...
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Wokingham, Wokingham, United Kingdom Howett-Thorpe Recruitment Consultants Limited Full timeAre you an experienced Financial Administrator looking for a new challenge? We are seeking an Accounts Assistant to join our team in Wokingham. The role involves providing financial support to our business, including bookkeeping, accounting, and financial reporting.Key responsibilities include:Preparing and posting purchase ledger invoices.Ensuring accurate...
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Financial Planning Assistant Manager
2 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe 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,...
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Financial Administrator
6 days ago
Wokingham, Wokingham, United Kingdom Marks Sattin Full timeCompany 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...
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Financial Support Coordinator
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking an experienced and proactive Financial Support Coordinator to join their expanding team based in the Wokingham area. As a key member of the financial services team, you will provide administrative support to the financial planners to maintain existing business relationships with current clients, grow business...
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Financial Services Team Manager
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis 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...
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Administration Leadership Role
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAre you a seasoned administrator looking for a new challenge? Artemis Recruitment Consultants Ltd has an exciting opportunity for an Administration Team Leader to join their team at a well-established IFA firm based near Wokingham.In this role, you will be responsible for providing technical support and training to new/junior staff, processing applications,...
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Senior Financial Planning Associate
4 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob PurposeThe role of the Financial Paraplanner is to provide essential support to Financial Advisers in the preparation of recommendations and suitability reports in line with company policy. The successful candidate will be responsible for delivering high-quality paraplanning services, ensuring timely completion of tasks, and maintaining accurate...
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Financial Planning Coordinator
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Planning CoordinatorWe are seeking a highly skilled Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Financial Planning Coordinator, you will...
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Supportive Administration Team Member
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeBerkshire Healthcare NHS Foundation Trust provides specialist mental health and community health services to a population of around 900,000 within Berkshire. We promote independence and quality of life through community and mental health services and aim for seamless delivery of the best care in the right place.Job OverviewWe are seeking an experienced...
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Financial Paraplanner Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...
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Administration Support Officer
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewAn exciting opportunity has arisen to join the administration team within Berkshire Healthcare NHS Foundation Trust. As an Administration Support Officer, you will provide effective and efficient administrative support to our clinical colleagues.The successful candidate will possess excellent communication skills, have proven organizational...
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IFA Support Specialist
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are looking for a skilled IFA Support Specialist to join our firm based in the Wokingham area. As a fully office-based position, you will be working directly alongside Financial Advisers to provide administrative support and help them deliver high-quality financial advice services to clients.Your primary responsibilities will include dealing...
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Administrative Team Lead
3 weeks ago
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeAbout Berkshire Healthcare NHS Foundation TrustWe are a specialist mental health and community health services trust, committed to providing the best possible care to people across Berkshire. We promote independence and quality of life through community and mental health services, aiming for seamless delivery of the best care in the right place.Job...
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Paraplanner Support Specialist
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Paraplanner Support SpecialistWe are seeking a highly skilled Paraplanner Support Specialist to join our team at Artemis Recruitment Consultants Ltd.About the Role:This is an exciting opportunity for a motivated individual to work in a dynamic environment and contribute to the growth of our business. As a Paraplanner Support Specialist, you will...
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Financial Services Coordinator
1 week ago
Wokingham, Wokingham, United Kingdom Aylesbury Full timeAylesbury is seeking a Financial Services Coordinator to join our team in High Wycombe, UK. This role offers an annual salary of £24,500 - £27,500.Job Responsibilities:Communicate effectively with customers via phone and email to resolve enquiries and provide solutions.Analyse customer complaints and respond professionally.Provide accurate and timely...