Posted by Janus Financial Consultancy Ltd • £20K/yr to £25K/yr
The Role
General office administration duties such as filing, faxing, photocopying and answering the telephone.
General
We are an Independent Financial Planning firm that provides financial planning to predominantly Medical Practitioners & IT Professionals throughout the UK.
The practice has been established for over 20 years with the head office based in West Berkshire.
Posted by Front Row Recruitment Ltd • £28K/yr to £34K/yr
My client is an established and highly regarded Independent Wealth Manager who currently seek an experienced Financial Planning Administrator to join their friendly team - duties will include:
Acting as a first point of contact for clients and product providers
Preparing meeting packs and client engagement letters for new clients
Working as part of a dynamic and creative company, they are currently seeking a personable and professional receptionist to become an integral member of the team.
Our client, a leading logistics company, is seeking a dynamic Administrator to join their team on a temp to perm basis and offering a salary of £25,000 - £27,000.
Exciting Opportunity for an Administrator in Lambourn, West Berkshire!
Are you a self-motivated and reliable individual with a passion for providing excellent customer service?
Posted by Financial Divisions • £28K/yr to £34K/yr
We are recruiting for a Financial Administrator to join a highly reputable, chartered wealth planning firm with offices across the Southeast.
The firm has a close-knit team of around 20 staff, including 5 advisers and a dedicated administrative and paraplanning team that works collaboratively to ensure a smooth advice process.
This boutique business, backed by significant financial support, provides whole-of-market advice to a diverse client base including City professionals, business owners, families, retirees, and high-net-worth individuals with assets exceeding £2 million.
This is an onsite role based in Thatcham and the ideal candidate should be able to work independently and demonstrate initiative.
Job Summary: We are seeking a motivated and approachable individual with a strong work ethic and exceptional communication skills to join our clients busy purchasing team.
Whilst experience in administration, purchasing, or customer service is advantageous, full and comprehensive training will be provided.
Posted by Financial Divisions • £28K/yr to £34K/yr
Chartered IFA Firm
Flexible working 1 day in the office per week following training.
Benefits: Pension Scheme, Group Life Cover, Medical Plan.
General
Join a prestigious Chartered boutique wealth planning firm with a solid financial foundation and a distinguished reputation for delivering exceptional advice to high-net-worth individuals with £2million plus of assets.
Posted by Financial Divisions • £28K/yr to £34K/yr
An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast.
Discretionary Bonus Benefits Package
This boutique firm, backed by significant financial support, has a reputation for delivering comprehensive whole-of-market advice to a wide range of private clients, including City professionals, families, business owners, retirees, and accumulators.