Current jobs related to Financial Services Administrator - Bracknell - mbf.
-
Financial Services Administrator
7 days ago
Bracknell, Bracknell Forest, United Kingdom mbf Full timeWe 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...
-
Financial Services Administrator
2 days ago
Bracknell, United Kingdom mbf. Full timeA well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long termfuture. In this role you will have the opportunity to develop your administration skills, gain a strong...
-
Financial Services Administrator
1 week ago
Bracknell, United Kingdom MB Fitzgerald Full timeA well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team in Bracknell. The business have grown substantially over the past few years and are looking to grow further over the short, medium & long term future. In this role you will have the opportunity to develop your administration skills, gain a strong...
-
Financial Controller
1 week ago
Bracknell, United Kingdom Orka Financial Full timeOrka Financial is currently working with a services business based in Bracknell that is looking to recruit a Financial Controller to join the team. The role reports into the CFO and has 2 reports. This role covers the Asia Pacific region so the FinancialController would need to have global experience. The Financial Controller is responsible for the financial...
-
Financial Services Administrator
1 week ago
Bracknell, United Kingdom Nelson Scott LLP Full timeOVERALL SUMMARY - Team member of the Client Onboarding & Data Maintenance team, part of the Client Operations functions and responsible for client onboarding and client data maintenance. This covers both custody and non-custody - The overall client onboarding team is driven by front office (who verify AML and complete Client Due Diligence), with the client...
-
Financial Administrator Bracknell
4 days ago
Bracknell, United Kingdom Truestar Talent Full time**Financial Administrator with IFA Administrator Experience**: **Location: Bracknell**: **Basic: £35,000**: **Additional benefits**: **Health insurance, death in service and much more, this holistic IFA company gives all employees share options - they genuinely believe everyone should reap the rewards! They are also thoroughly committed to investing in...
-
Senior Financial Analyst
1 week ago
Bracknell, United Kingdom Orka Financial Full timeOur client is a growing Financial Services business seeking to hire a Senior Financial Analyst. The role will work closely with the leadership supporting them with decision making. The role will take ownership of a variety of business areas and own the forecastingprocess. **Responsibilities**: - Ownership and ongoing development of monthly and...
-
Graduate Financial Service Admin
9 hours ago
Bracknell, United Kingdom Idex Full timeWe are working with a large wealth management company looking to take on x3 Financial Services Administrators to support one or more Financial Planners! This role is suitable for someone wanting to kick start their financial services career and wishes to move into paraplanning or financial planning! Or someone who wants to remain as a Career...
-
Client Administrator
6 days ago
Bracknell, United Kingdom Resource Solutions Full time**Client Administrator - Financial/Wealth Management** **Do you have a "Wealth" of experience in administration and financial services with a strong focus on client delivery? If you have experience working with IFA’s, senior stakeholders & passionate about the industry with a solid track record, then wewant to hear from you**!** **Job Purpose**: The Client...
-
Financial Planning Administrator
8 hours ago
Bracknell, United Kingdom eFinancial Careers Full timeTilney Smith & Williamson is the UK's leading integrated wealth management and professional services group. With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largestprofessional services firm ranked by fee income (source: Accountancy Age 50+50 rankings,...
Financial Services Administrator
2 weeks ago
A market leading Financial Planning business with multiple offices across the UK are currently seeking to recruit a Financial Services Administrator to join their team in Bracknell. The company are a true market leader, being one of the largest and mostsuccessful Financial Planning organisations in the country.
The role will be working alongside an experienced Administration team, providing full Administration support to the company's Financial Adviser's.
**You Will Be Responsible For**
- setting up meeting packs, processing business, liaising with providers, Valuations, data entry and updating the CRM system etc.
- You will be working very closely with a book of clients; answering general queries as well as booking appointments with the Financial Planner etc.
Ideally, we are seeking an experienced Financial Services Administrator with a good understanding of the industry. Individuals with Financial Planning/Wealth Management experience would have an advantage but out client will consider individuals from investments,pensions, platform, banking etc.
There will be plenty of opportunity for ambitious and talented individuals to progress in the future with career paths into technical roles such as a Paraplanner or even Advisory positions. You will also be supported with study towards the CII Diploma FinancialPlanning and beyond.
