Financial planner Work, Jobs in Binfield, Brk (with Salaries)

Client Administrator
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Organisational skills
- IT
- Communication skills
Quick apply
12h
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Planning Administrator
mbf. —Berkhamsted
- £25,000 - £32,000 a year
- Hybrid work
- CRM software
- Administrative experience
- Organisational skills
- Annual leave
6h
Office Manager / Senior Paraplanner
Bucks and Berks Recruitment —Marlow
- £55,000 - £65,000 a year
- Monday to Friday
- Financial services
- Leadership
- Communication skills
1d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
1d
Paraplanner
AFH Wealth Management Cookham —Maidenhead
- £26,112.84 - £45,000.00 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Financial services
Quick apply
Office Manager / Senior Paraplanner
mbf. —Bourne End
- £55,000 - £65,000 a year
- Supervising experience
- Organisational skills
- Financial services
IFA Administrator
Recruit Wealth —Weybridge
- £32,000 - £35,000 a year
- Microsoft Office
- Organisational skills
- Communication skills
6h
Financial Administration Assistant
Bigmore Associates Limited —Walton-on-Thames
- Up to £25,625 a year
- Full-time
- Microsoft Word
- CRM software
- Microsoft Excel
- Employee assistance programme
- Life insurance
Quick apply
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
8d
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Organisational skills
- IT
- Financial services

More jobs to discover

Find similar jobs that you might be interested in.

Financial Planner - Surrey
Menzies LLP —Woking
Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…
IFA Administrator
Recruit Wealth —Weybridge
Importantly, this is not a requirement, our client equally values experienced administrators who wish to remain specialists within financial planning…
£32,000 - £35,000 a year
6h

I want to receive the latest job alerts for financial planner in binfield, brk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Client Administrator

Evelyn Partners -
Bracknell

Quick apply

Job details

Full-time
12 hours ago

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Pension
Organisational skills
IT
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

The Client Administrator will join our Financial Planning team, in which you will be responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.

What's in it for me?

As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training programme offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.

As a Client Administrator, your responsibilities will include among others:

Working closely with the aligned Financial Planners to deliver excellent client outcomes
Build relationships with clients and maintain regular contact
Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
Preparation of meeting packs and valuations (as required)
Maintain back-office systems and client records in line with the company policies

Qualifications

To be successful in this role, you should:

Previous experience working within Financial Planning Client Administration is essential
Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments
An ambition to build a career within financial services firm, with a willingness to learn and develop
A strong ethic of client service
Strong communication skills with an ability to build relationships
The ability to fully plan workload and display excellent organisational skills

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

Quick apply

Refine Your Search

financial planner jobs in binfield, brk

Client Administrator

Financial Planner - Surrey

Financial Planning Administrator

Office Manager / Senior Paraplanner

Financial Planning Administrator - 12-month FTC

Paraplanner

Office Manager / Senior Paraplanner

IFA Administrator

Financial Administration Assistant

Paraplanner (Stokenchurch)

Technical Administrator

More jobs to discover

I want to receive the latest job alerts for financial planner in binfield, brk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected