Posted by Financial Divisions • £28K/yr to £34K/yr
Financial Administrator - Wealth Management - Offices in Newbury - Remote Role - Lots of flexible working - perhaps 1 or 2 days in office - £28k - £34k basic salary
My client is a Chartered boutique wealth planning business with offices across the Southeast who have been operating for many years with significant financial backing.
I have met the Directors twice and placed close to 10 staff into the business including administrators, paraplanners, advisers and compliance professionals.
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 AFH Wealth Management • £50K/yr to £75K/yr
In this role, you will understand your clients current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence.
Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser.
At AFH, as we grow, we're looking for like-minded financial advisers to join us.
Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals.
We are seeking a dynamic and ambitious Financial Adviser to join our team and help grow our client base.
Our firm is dedicated to providing personalized financial advice to clients with an average of £1.5 million in Assets Under Management (AUM) per client.
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.