Financial adviser Work, Jobs in Little Marlow, Bkm (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Client Executive
Eight Financial Advice —Marlow
- £28,000 a year
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
1d
Trainee Mortgage Adviser
The New Homes Group —Luton
- £25,000 - £50,000 a year
- Full-time
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Referral programme
Quick apply
9d
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
11d
Macmillan Welfare Benefits Adviser
Citizens Advice —Oxford
- £28,140 - £28,840 a year
- Hybrid work
4d
Property and Trusts Adviser
Diocese of St Albans —St Albans
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- English
- Bachelor's degree
- Organisational skills
- Work from home
Quick apply
9d
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Head of Strategic HR & Advisory
Reading Borough Council —Reading
- £70,666 - £87,634 a year
- Full-time
- Hybrid work
- Human resources
Financial Accountant - Plant & Fleet
Carey Group —Aston Clinton
- Full-time
- Hybrid work
- ERP systems
- Microsoft Office
- Gym membership
Audit Experience Programme - Guildford - October 2026
RSM UK —Guildford
- Full-time
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
1d
Senior Manager, Financial Intelligence Unit FIU
Visa Payments Ltd. (UK) —London
- Hybrid work
- IT
- AI
Deputy Company Secretary
Experian —London
- Full-time
- Hybrid work
- Leadership
Quick apply
11d
Debt Adviser/Caseworker
Citizens Advice —Dacorum District
- £22,380 - £23,992 a year
- Organisational skills
- Communication skills
Corporate Tax, Assistant Manager
Saffery —High Wycombe
- Full-time
- Hybrid work
- Project management
- Mentoring
- Communication skills
- Profit sharing
- Annual leave
Pensions Manager - Operations
M&G plc —Reading
- Full-time
- Leadership
- Communication skills
- Annual leave
8d
Financial Controller - Mat Cover
Montu UK —Winnersh
- £75,000 - £80,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Accounting
- Leadership
2d
Administrator/Paraplanner/Trainee Paraplanner
FGA Wealth Ltd —Guildford
- £27,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Financial services
Quick apply

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Client Services Administrator

AFH Financial Group -
Cookham

Apply Now

Job details

Full-time

Benefits

Company pension

Full job description

Client Services Administrator

An opportunity to join our AFH Wealth Management Cookham team.

We are looking for those of you who wish to grow with us as a business and support our strong growth plans. This is a full-time, permanent opportunity with hybrid working. And in return, you will receive a competitive salary and range of benefits.

The purpose of this role is to provide comprehensive support to the efficient operation of the business and excellent service to the clients of the firm in the administrative processes through the careful submission of transactions and documentation with continuing maintenance of investments. This role centralises around providing support to paraplanners and advisers by arranging the completion of necessary instructions, in addition to the end clients.

As our Client Services Administrator, you will typically:

Maintaining client records on both internal and external platforms
Assist in ensuring that all client files are accurate and compliant
Organising and pre-populating client documentation for account setups and transactions
Processing instructions on behalf of clients, such as creating new accounts, fund switches, withdrawal of income and contributions to client plans, death claims and leavers
Calculating performance fees and providing information for Accounts to produce client invoices
Monitoring group inboxes and responding to client enquiries
Additional administration duties where needed, which may include answering incoming calls, downloading call recordings, and scanning incoming post etc.
Adhere to the Company’s service levels according to its established procedures.

What we are looking for in our ideal Client Services Administrator:

Ability to work with team members and completing tasks standalone
Ability to understand processes & document controls
Confident in becoming a point of contact for clients and providers in relation to queries
Proven efficient administration skills
An awareness of the FCA Handbook sufficiently to be able to comply with regulations, relying on their own knowledge or on their ability to recognize when they will need specialist support (desirable).

Benefits and Perks at AFH

Flexible working & holidays - Enjoy flexible working and competitive holiday allowance.
Social perks - To recognise and celebrate employees' great work we are all invited to our annual Christmas and Summer parties.
Pension - We offer a contributory pension scheme as well as death-in-service benefit.

To learn more about this opportunity and the culture of AFH Wealth Management, please visit our Careers website https://www.afhwm.co.uk/careers/ or email the People Resourcing team via [email protected] if you have any queries.

We look forward to hearing from you!

Apply Now

Refine Your Search

financial adviser jobs in little marlow, bkm

Client Services Administrator

Paraplanner

Client Executive

Trainee Mortgage Adviser

Protection Adviser

Financial Adviser (Stokenchurch)

Macmillan Welfare Benefits Adviser

Property and Trusts Adviser

Partner Financial Planning

Head of Strategic HR & Advisory

Financial Accountant - Plant & Fleet

Audit Experience Programme - Guildford - October 2026

Paraplanner

Senior Manager, Financial Intelligence Unit FIU

Deputy Company Secretary

Debt Adviser/Caseworker

Corporate Tax, Assistant Manager

Pensions Manager - Operations

Financial Controller - Mat Cover

Administrator/Paraplanner/Trainee Paraplanner

I want to receive the latest job alerts for financial adviser in little marlow, bkm

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