Financial Services Administrator

7 days ago

Bracknell, Bracknell Forest, United Kingdom mbf Full time

We are seeking a Financial Services Administrator to join a prestigious financial planning and investment firm as part of their expanding Financial Planning Team. This position provides the chance to become part of a supportive, collaborative environment, delivering high-quality administrative support to financial advisers and clients while building valuable skills and experience within the industry.

Key Responsibilities

  • Provide full administrative support to financial advisers and clients
  • Handle client queries and maintain regular client contact
  • Manage documentation, reports, and client records with accuracy and professionalism
  • Assist with preparation of client meetings and follow-up actions

Requirements

  • Background in financial planning or wider financial services such as pensions, investments, or platforms is preferred
  • Good understanding of financial services and ambition to build a long-term career in the sector
  • Ambitious graduates seeking their first role in financial services will also be considered
  • Strong communication, organisational, and administrative skills
  • Please note: candidates
    must
    live within a reasonable commute of Bracknell.

What's on Offer

  • Competitive salary up to £30,000 plus discretionary bonus
  • Hybrid working arrangement (3 days in the office, 2 days from home)
  • Full training and support for market exams
  • Clear career progression opportunities with a company known for internal promotions
  • Generous benefits package

This is a fantastic opportunity to join a market leading company who value their staff and as a result have minimal staff turnover.

  • IFA Administrator

    18 hours ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...

  • Financial Services Representative II

    5 days ago

    Bracknell, Bracknell Forest, United Kingdom CIBC Full time £40,000 - £80,000 per year

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients.At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and...

  • Sales and Customer Service Administrator

    7 days ago

    Bracknell, Bracknell Forest, United Kingdom Plastor Limited Full time £25,350 - £35,000 per year

    Sales and Customer Service Administrator | Bracknell | Full-time, 37.5 hours per week (Monday to Friday)| £25,350 per annumWhat's in it for you?Our client, a well-established SME based in Bracknell, is looking for a Sales and Customer Service Administrator to join their small, friendly team. You'll enjoy:Full training to help you succeed in your roleOn-site...

  • Client Administrator

    7 days ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time £35,000 - £45,000 per year

    Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...

  • Shared Services Administrator

    17 hours ago

    Bracknell, Bracknell Forest, United Kingdom TD SYNNEX Full time

    Why Choose TD SYNNEX:As a Fortune 500 global corporation, operating in over 100 countries, TD SYNNEX values its diverse workforce of 22,000 employees. As the biggest IT distributor in the world, our mission is to provide top-notch technology solutions, empowering businesses and individuals to navigate the digital world safely and efficientlyAt our core,...

  • Financial Assistant

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom The Chartered Institute of Building (CIOB) Full time £26,509 - £40,000 per year

    Job Title: Finance AssistantLocation: Bracknell / Hybrid WorkingDepartment: FinanceWorking Hours: Full Time, 36 hours per weekContract Type:4 Months FTCSalary: £26,509 per yearAbout UsWould it inspire you to see the tangible impact of your work on the world? To work for an organisation that is committed to making a positive difference for people everywhere....

  • Associate Director Financial Planning

    15 hours ago

    Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...

  • Technical Administrator

    2 weeks ago

    Bracknell, Bracknell Forest, United Kingdom Thames Water Full time £25,000 - £37,000 per year

    This role is responsible for day-to-day administrative tasks associated with cess operations. The cess team work closely with operational teams across Thames to ensure cess points are kept open, ensure customers are kept informed of site opening and are invoiced on time, dealing with any queries swiftly.The role also requires site audits both on site and in...

  • Part-time Administrative Assistant

    1 week ago

    Bracknell, Bracknell Forest, United Kingdom Bracknell Forest Council Full time

    Employer:Bracknell Forest CouncilSalary:£17,329 - £19,633 per year for 24 hours per week inclusive of London Weighting (FTE £26,718 - £30,269 per year inclusive of London Weighting)Location:EDS, Waterside Park, BracknellContract:PermanentWorking Pattern:Part TimeHours:24 hours per week.DBS Check:YesClosing Date:02/11/2025 at...

  • Senior Sales Administrator

    1 week ago

    Bracknell, Bracknell Forest, United Kingdom T2 Search Full time £35,000 - £50,000 per year

    We have an opening for a senior sales administrator to join the team of one of our clients, our client is a leading IT hardware supplier operating internationally, and you will be responsible for providing critical admin support to the Head of Sales and Purchasing with complex orders in a global commodity market, to ensure an outstanding level of...