client administrator jobs in Wokingham

You will provide high-quality administrative support to Financial Advisers, manage client communication, and coordinate financial planning reviews. This role is ideal for someone with existing Financial Services / Financial Planning experience who enjoys working closely with Advisers and delivering exceptional client service.

You will also be rewarded with all the great benefits of working with the UKs largest independent Insurance Brokers – Towergate Employee Benefits.

You will gather all relevant data for each client / customer’s scheme renewal and assist with preparing information for our Employee Benefits Consultants.

Want to Help Lead the Future of Private Wealth at Hedges?Ready to scale your career (and earnings) faster whilst shaping the next chapter of high-net-worth private client services? At Hedges , we don't just protect wealth - we help our clients build lasting legacies. We're looking for a visionary Head of Private Client Solicitor to join our dynamic HNW team, delivering exceptional, personal...

You will need to have a solid background of Private Client experience gained at a respected firm, dealing with such matters as Wills, Trusts, Probate, Estate Management and COP. Specific experience in Administration of Estates and Tax Planning and Wealth Management would be a distinct advantage, together with experience of dealing with high net worth clients.

Office AdministratorThe OpportunityOur client is a leading local construction company specialising in Government, Educational and Health projects. Teamwork and development are at the core of their values and employees are encouraged to develop within the organisation. Due to ongoing growth, they are currently seeking a proactive and motivated administrator with construction industry experience to...

You will be the first point of contact for the patients/clients when required. Receive telephone calls and visitors, taking messages and undertaking initial investigations and action when required and promote effective communication across the team.

You will be skilled in IT functions including Microsoft Excell, Google documents, Microsoft word 365, Power point presentation, publisher and others.

We are currently looking for a proactive and well-organised Administrator to join a busy and fast-paced team. This role would suit someone who enjoys coordinating people, processes, and communication while delivering a high level of service.Key Responsibilities: * Act as a key point of contact for clients, engineers, suppliers, and subcontractors * Manage inbound calls and emails in a...

Company Description Title: Sales & Marketing Administrator Location: Reading &/ Or Remote worker Salary: £24,000 - £28,000 (depending on agreed working weeks and experience)- Plus commission based bonus. This role could suit either someone as a first step into a career in sales as a 52 week position, or an experiences Sales Administrator who is looking for a term time only...

Immediate StartCompetitive hourly rate & Hybrid Working About Our Client My client is a leading specialist within the Healthcare industry. Job Description Key Responsibilities: Provide compliance support by sending, chasing, and filing contracts. Upload billing and client data to the internal system and support other compliance areas within the commercial team.Organise company events, manage...

Scams Pensions Administrator Like the look of this opportunity Make sure to apply fast, as a high volume of applications is expected Scroll down to read the complete job description.Based: central Reading office - 2 days in the office (must live in easy commutable distance to Reading)Criminal & credit checks before commencing the roleOur client is seeking a highly organised and proactive Scams...

CANDIDATES MUST BE WITHIN 45 MINUTES COMMUTE OF BELMONT, SURREY About the Group: The group operates at the heart of elite and professional sport across the UK. Through two closely aligned businesses, we coordinate care for professional athletes across football, rugby, cricket, and other sports, and we also provide specialist insurance for the doctors and surgeons who treat them. Our clients...

You will issue Certificates of Compliance and other post-completion documents as needed, ensuring all processes run smoothly. Collaboration with Credit Control: While providing cover for team responsibilities, you will liaise with Credit Control regarding sales in progress, helping to maintain seamless operations.

A highly regarded regional law firm is seeking an experienced Probate Administrator to join its growing and well-established Wills, Probate and Estate Planning team based primarily in Thatcham.This is an excellent opportunity to become part of a respected, forward-thinking firm known for its collaborative culture, quality of work, and long-standing client relationships. The Role You'll play a...

We're looking for an organised and proactive Office Administrator to join a well-established company that makes a real difference in the local community. This is a permanent role where you'll play a key part in keeping day-to-day operations running smoothly and supporting a busy team.Client DetailsOur client is a respected, long-standing organisation with a strong reputation for supporting the...

A respected South East law firm is seeking a Family Legal Secretary to join its busy Family team in Wokingham. This office-based role offers a supportive environment for individuals who thrive in fast-paced settings, providing essential secretarial and administrative support. Ideal candidates should have prior experience as a legal secretary, preferably in family law, and demonstrate strong...

Office Angels are currently recruiting for an Operations Administrator for our client based in Wokingham. Role: Operations Administrator Location: Wokingham Salary: £26, to £28, per annum We're looking for an enthusiastic Operations Administrator who is passionate about delivering exceptional service to support the sales and site teams. If you thrive in a fast-paced environment and have a...

IFA Administrator – Part timeLocation: WokinghamSalary: £30,000 – £36,000 (pro-rata)4 days per weekPermanent | Office-basedAre you an experienced IFA Administrator looking for a stable, well-structured role where your pensions and investments knowledge is valued?Our client, a well-established financial planning firm based in Wokingham, is looking to welcome a skilled IFA Administrator to support...

Looking for a role where your skills truly make an impact? As Office & Accounts Administrator, you'll be at the heart of a service that helps people access the care they need, ensuring our vital patient transport operations run smoothly. From managing invoices and bookkeeping to keeping our office organized and efficient, you’ll play a key role in supporting a team that makes a real difference...

IFA Administrator / Financial Planning AdministratorWokingham£30,000 - £35,000FULL TIME OR PART TIME HOURS37.5 hours per week or 20-30 hoursMy client is seeking a IFA Administrator based in Wokingham. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients on behalf of the...

Temporary Stock AdministratorHours: Full Time, Mon-Fri, 9am-5pmTemp Pay Rate: £13.50phLocation: WokinghamMy client is recruiting for an Stock Administrator to join their team. The ideal candidate for this role should be confident on the telephone, with some stock or logistics knowledge ,good admin experience and highly organised.ResponsibilitiesDeal with enquiries from clients, customers,...