We are seeking a highly organised and detail-oriented Wealth Administrator to join our team in our Buckinghamshire based office.
The ideal candidate will possess strong skills in wealth/IFA administration, diary management, and adviser support, alongside excellent communication abilities and proficient IT skills.
Are you a Wealth/IFA Administrator looking to elevate your career
Want to join a highly respected, boutique, wealth management business?
Posted by Bucks and Berks Recruitment • £25K/yr to £30K/yr
In this busy and varied role, the Finance Administrator is responsible for all the utilities administration across the property portfolio, plus accounts admin, purchase ledger and billing support.
Fantastic opportunity for an experienced Administrator to join our client, a successful property company based in Beaconsfield.
A background in finance isn't essential but this could be a great role for someone looking to develop their career down the accounts/finance route!
Quantum Advisory have an exciting opportunity for a Pensions Administrator to join the team.
About Us
As a financial services firm with offices in Amersham, Birmingham, Cardiff, and London, there's little in the realm of pensions work that we haven't undertaken.
At Quantum Advisory, we're committed to delivering high-quality services while ensuring value for our clients.
Due to continued success in providing fee-based advice to HNW clients, this successful wealth management practice requires a professional and proactive Financial Services Administrator to provide holistic support to a Financial Advisers and paraplanning team.
This is an excellent opportunity for an experienced Financial Planning Administrator to work for a company that genuinely cares about their employee's well-being.
This role is remote with 1 day per month in the office, west of London.
Reed Further Education are working with an education provider in Buckingham who are embarking on a project that requires a dedicated temporary administrator to provide essential administrative support.
Position: Full-Time - 35 hours a week
This role is pivotal in ensuring the project's success through effective content management, document preparation and meeting coordination.
This administration role is best suited for IFA administrators with at least 1 years of experience, ideally with IO experience.
The financial advisory firm is a medium sized business who have been in operation for over 10 years who provide fee-based advice, with its clients at the forefront of everything they do.
The business provides hybrid working, with most employees not in the office on a Friday and some good benefits including a salary of up to £35,000.