Posted by Premier Jobs UK Limited • £26K/yr to £32K/yr
You would be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.
This hybrid, IFA Administrator job near Reading is ideal for current IFA Administrators keen to join a growing company which has exciting plans ahead!
The business values the role you play and recognises your worth in helping the whole team to deliver a quality service.
My client is a rapidly growing firm of Accountants and Business Advisors who are leaders of their industry.
Established nearly twenty years ago they are an innovative and ambitious business utilising the latest technology.
Located in the stunning new Winnersh Triangle, they are a team of driven, diverse and hard-working people whose shared belief is delivering the best for their clients.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Reading, these are newly created roles to boost additional headcount due to recent acquisitions.
Recruit Wealth are delighted to be representing our well known national Financial Planning client with offices throughout the UK.
The business is a modern, highly ethical and rewarding employer to work for who have always had an excellent reputation within the Financial Services industry.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve these outcomes.
My client who are based in Hook are seeking a Administrator to join their team.
For this role you will need strong administration skills and previous experience using Excel.
The purpose of the role Supporting the Planning team, your key focus is the approval of Sales orders and the raising of associated Works Orders; ensuring the system is up to date.
As an Administrator, you will play a crucial role in ensuring the smooth operation of our clients busy office in Sunningdale.
You will be responsible for a variety of administrative tasks, including managing office communications, maintaining records, and providing support to our team.
The ideal candidate is detail-oriented, proactive, and able to handle multiple tasks efficiently.