ifa support 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 play an important part in helping the school get up to date with essential administrative and finance-related tasks. Working as part of a friendly team, you’ll assist with processing orders, checking invoices, updating records and ensuring all information is accurately logged.

Location Wokingham Salary £65000 - £95000 TypePermanent WorkplaceOn-Site Ref89122 IFA / Financial Planner Salary: £65,000 £95,000 (DOE) Location: Reading, Berkshire (Hybrid after probation) Job Type: Full-time, Permanent Start Date: Flexible Are you an experienced Independent Financial Adviser or Financial Planner looking to join a high-calibre, fully independent financial planning firm?...

Competitive Salary + Benefits A highly regarded, Legal 500 ranked law firm with offices across the South East is recruiting a Business Support Administrator to support its Wills & Inheritance / Private Client team. This is an excellent opportunity for an organised, calm and client-focused administrator to join a professional yet down-to‐earth team that delivers clear, pragmatic legal advice to...

A recruitment agency is seeking a Senior Financial Planning Administrator to support a Senior Advisor in Reading, UK. The role includes preparing client files, processing applications, and maintaining records. Ideal candidates will have at least two years of experience in a similar position within an independent firm, demonstrating strong attention to detail and excellent communication skills....

You will get 4 x death in service. Income Protection - For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum. Health, Optical and Dental Cover - This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.

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.

A financial planning firm near Reading is seeking an IFA Administrator. The role involves providing administrative support to Financial Advisers, preparing client documentation, and maintaining accurate records. Suitable candidates will have experience in an IFA or financial planning firm, ideally be diploma qualified, and possess strong communication skills. The role offers a salary up to...

Job Description Always Recruiting: School Administrator — Berkshire Location: Schools across BerkshireType: Permanent, Temporary, and Long-term OpportunitiesSalary: Competitive (depending on experience) Are you an organised, proactive, and confident Administrator looking for school-based roles in Berkshire? We are continuously building a talent pool of skilled administrators to support a...

Senior...

A financial services company in Reading is seeking a highly organized professional to handle client queries and maintain accurate records. The ideal candidate will have at least one year of experience in the financial services industry and possess excellent communication skills. Responsibilities include managing client onboarding, processing applications, and ensuring compliance with regulations....

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...

A leading legal recruitment agency in Wokingham is seeking a Business Support Administrator to assist its Private Client team. This role involves managing client communications, supporting fee earners with essential tasks, and ensuring a high standard of client service. Ideal for organized individuals with strong interpersonal skills, the position offers long-term career growth in a stable law...

A reputed Financial Planning firm in Wokingham is seeking an IFA Administrator to provide high-quality administrative support to Financial Advisers. The ideal candidate should have at least 1 year of experience in the Financial Services industry, with knowledge of pensions, investments, or in an IFA firm. Responsibilities include client communication, managing new clients onboarding, and...

A financial planning firm in Reading is seeking an experienced Senior IFA Administrator. This role involves providing high-level support to financial advisers, managing client documentation, and ensuring excellent client service. The ideal candidate is Diploma Level 4 qualified, has strong knowledge of financial platforms and is eager to grow within a collaborative team. Competitive salary up to...

A reputable financial services company in Reading seeks a motivated individual to manage client communications and support investment processes. The ideal candidate will have a minimum of two years' experience within the financial sector, strong attention to detail, and proficiency in Microsoft Office, alongside excellent communication skills. The role offers a competitive salary ranging from...

You will get 4 x death in service. Income Protection – For team members out of probation, you will get 66% of your salary, after 3 months with indexation by 5% per annum. Health, Optical and Dental Cover – This will cover you, and with a variable extra amount it will cover your spouse and cover your children under 18.

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...

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...

Job Description Senior...