Senior Financial Advisor Administrator
2 days ago
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 prioritize tasks effectively and multitask.
Responsibilities:
- Provide exceptional client service, handling queries and resolving issues efficiently.
- Record and maintain accurate client information, ensuring compliance with company policies and procedures.
- Collaborate with Financial Advisers to gather client data, identify needs, and develop recommendations.
- Liaise with product providers to obtain necessary information and quotes.
- Assist in preparing suitability letters, reports, and other documentation.
- Support administrative functions, such as new business processing, income matching, and management information.
Key Skills:
- Strong understanding of financial planning principles and processes.
- Ability to work within defined business processes and achieve outcomes without supervision.
- Detailed and accurate record-keeping and reporting skills.
- Excellent interpersonal and communication skills.
- Ability to multitask, prioritize, and manage time effectively.
Estimated Salary: £32,000 - £38,000 per annum.
-
Technical Advisor in Financial Planning
3 weeks ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Technical Advisor in Financial PlanningCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £45,000 - £55,000 per annum, depending on experience.Job Description: We are seeking an...
-
Independent Financial Administrator
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe 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...
-
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...
-
Group Tax Advisor
3 weeks ago
Wokingham, Wokingham, United Kingdom PRO-TAX RECRUITMENT LIMITED Full timeSenior Tax Advisor - Job DescriptionThis senior role involves managing technical tax work, building client relationships, and contributing to project teams. The estimated salary for this position is £70,000 - £90,000 per annum, depending on experience.About the PositionWe are seeking a highly skilled Senior Tax Advisor to join our collaborative team,...
-
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...
-
Senior Linux Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Project Recruit Full timeJob OverviewWe are seeking an experienced Senior Linux Administrator to join our team at Project Recruit. As a key member of our IT infrastructure team, you will be responsible for managing and maintaining our Linux environment.
-
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...
-
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...
-
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,...
-
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...
-
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...
-
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...
-
Senior Financial Accountant
4 days ago
Wokingham, Wokingham, United Kingdom Butler Rose Full timeButler Rose, a modern and flexible accountancy practice, is seeking an experienced Senior Financial Accountant to join their team. This exciting opportunity offers a competitive salary of £50,000 - £75,000 depending on experience.The ideal candidate will have recent experience working in a UK-based accountancy practice and will be responsible for managing...
-
Senior Windows Administrator
3 weeks ago
Wokingham, Wokingham, United Kingdom Hamilton Barnes Associates Limited Full timeAbout the Role:Hamilton Barnes Associates Limited is seeking a skilled Senior Windows Administrator to join their team in Wokingham.This role offers the opportunity to work with cutting-edge technology in a supportive environment.Responsibilities:Deploy, configure, and maintain Citrix environments (Virtual Apps and Desktops)Manage virtual...
-
Wokingham, Wokingham, United Kingdom Berkshire Healthcare NHS Foundation Trust Full timeJob OverviewBerkshire Healthcare NHS Foundation Trust is seeking a highly motivated and organized Senior Office Administrator to join our team in providing specialist mental health and community health services. This is an excellent opportunity for a driven individual to support the management of administrative tasks, ensuring seamless delivery of care to...
-
Senior Financial Analyst
4 weeks ago
Wokingham, Wokingham, United Kingdom Libertatem Healthcare Group Full timeAbout the Role:We are seeking a highly skilled and experienced Senior Financial Analyst to join our team on a part-time, 6-month fixed-term contract. Located in the UK, this role will offer you the chance to balance your work commitments with other aspects of your life.As a Senior Financial Analyst, you will have full ownership of the month-end process for...
-
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...
-
Senior Financial Director
4 weeks ago
Wokingham, Wokingham, United Kingdom Libertatem Healthcare Group Full timeAbout the OpportunityWe are seeking an experienced Senior Financial Director to join our team at Libertatem Healthcare Group within the Complex Care sector. In this leadership role, you will be responsible for driving the financial growth and profitability of our complex home care business across the UK.Key Responsibilities:Financial Strategy Development:...
-
Financial Stability Specialist
3 weeks ago
Wokingham, Wokingham, United Kingdom Wokingham Borough Council Full timeJob Description:As a Financial Stability Specialist at Wokingham Borough Council, you will play a crucial role in supporting residents to achieve financial stability and prevent homelessness. The ideal candidate will possess excellent communication skills, be able to conduct detailed financial assessments, and have proficiency in data analysis to identify...
-
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...