Hybrid Financial Planning Administrator | Client Support

Join Chester Rose as our new Financial Planning Administrator &##Location: Hybrid – Newbury office 1–2 days per week, remainder remote &##Full-time | Competitive salary + benefits Are you organised, proactive, and passionate about supporting clients and advisers in the financial planning industry? Chester Rose Financial Planning is looking for a ...

Financial Planning Manager Location: Remote (with occasional travel to Berkshire) Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners enhance collaboration across departments and help shape the next phase of growth for an ambitious client-focused business. This role is ideal for someone who enjoys...

Financial Planning Manager Location: Remote (with occasional travel to Berkshire) Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners, enhance collaboration across departments, and help shape the next phase of growth for an ambitious, client-focused business. This role is ideal for someone who enjoys...

Job Title and LocationFinancial Planning Manager — Remote (with occasional travel to Berkshire)Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners, enhance collaboration across departments, and help shape the next phase of growth for an ambitious, client-focused business.This role is ideal for someone...

Financial Planning Manager Location: Remote (with occasional travel to Berkshire) Our client is looking for an experienced Financial Planning Manager to guide a group of skilled planners, enhance collaboration across departments, and help shape the next phase of growth for an ambitious, client-focused business. This role is ideal for someone who enjoys...

Join Chester Rose as our new Financial Planning Administrator 📍 Location: Hybrid – Newbury office 1–2 days per week, remainder remote 🕒 Full-time | Competitive salary + benefits Are you organised, proactive, and passionate about supporting clients and advisers in the financial planning industry? Chester Rose Financial Planning is looking for a...

Join Chester Rose as our new Financial Planning Administrator 📍 Location: Hybrid – Newbury office 1–2 days per week, remainder remote 🕒 Full-time | Competitive salary + benefits Are you organised, proactive, and passionate about supporting clients and advisers in the financial planning industry? Chester Rose Financial Planning is looking for a...

An exciting opportunity for an experienced Administrator or junior Account Manager to join our growing GFS Logistics team in Newbury. This role is perfect for someone looking to develop their career within an Account Management environment with full training and qualifications provided to push them up the progression ladder within the team. **Main areas of...

An exciting opportunity for an experienced Administrator or junior Account Manager to join our growing GFS Logistics team in Newbury. This role is perfect for someone looking to develop their career within an Account Management environment with full training and qualifications provided to push them up the progression ladder within the team. **Main areas of...

**Overview**: ‍ ‍**Responsibilities**:‍ - Building lasting relationships with new and existing clients - Conducting client meetings to identify financial requirements - Liaising with clients regularly over the phone and face to face, including high net worth clients - current financial plans with clients and making suitable recommendations - Creating...