financial consultant Work, Jobs in reading, eng (with Salaries)

Financial Planning Administrator
Artemis Recruitment Consultants Ltd —Reading
- £25,000 - £35,000 a year
- Microsoft Office
- Administrative experience
- Organisational skills
13d
JUNIOR SALES CONSULTANT
Verisure Services (UK) Limited —Reading
- £3,800 a month
- Full-time
- Sales
- Driving
Quick apply
Workplace Operations Analyst
bp —Reading
- Full-time
- No travel
Managing Consultant, Forensic - Fraud Risk Services
RSM UK —Reading
- Full-time
- Hybrid work
- Communication skills
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
Snr Consultant Systems Analyst
Visa Europe Limited —Reading
- Doctoral degree
- Master's degree
- C++
Financial Services Administrator
Mulberry Recruitment —Farnborough
- £27,000 - £32,000 a year
- Customer service
- Administrative experience
- Organisational skills
13d
Workday Financial Senior Consultant
Scrumconnect Consulting —Staines-upon-Thames
- £70,000 - £90,000 a year
- Accounting
- Agile
- IT
Investment Manager
Maven Capital Partners UK —Reading
- Full-time
- Business development
- Organisational skills
- Communication skills
- Paid training
- Annual leave
14d
Software Support Consultant (Finance)
Mysoft —Fleet
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- ERP systems
- Free parking
- Employee assistance programme
Quick apply
7d
SME Employee Benefits Consultant
PIB Group Services Ltd. —Reading
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
7d
Finance Assistant Part time - 22.5 hrs per week (Flexible working)
Automation Consultants Ltd —Reading
- £16,500 - £22,500 a year
- Part-time
- Microsoft Excel
- AWS
- Analysis skills
- Flexible schedule
Sales Consultant
FlightSafety International —Farnborough
- £37,800 - £51,000 a year
- Monday to Friday
- Hybrid work
- Sales
- Customer service
- Computer literacy
Head of Consultancy
Automation Consultants Ltd —Reading
- £80,000 - £110,000 a year
- Management
- Computer Science
- DevOps
- Flexible schedule
Principal Solution Consultant - BOS
Ericsson —Reading
- Sales
- English
- Master's degree
2d
Principal Education Property Development Officer
Reading Borough Council —Reading
- £44,075 - £50,269 a year
- Full-time
- Hybrid work
- Project management
- Continuous improvement
- Organisational skills
14h
Consultant/Senior Consultant, Global Mobility
Deloitte —Reading
- Hybrid work
- Tax experience
Business Solutions Architect (Consultant)
Actica Consulting —Guildford
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee assistance programme
Quick apply
Finance Assistant
BabelQuest —Oxford
- Part-time
- Hybrid work
- IT
- Annual leave
- Flexible schedule
12d
Associate Cost Manager - Oxford
Arcadis —Oxford

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Financial Planning Administrator

Artemis Recruitment Consultants Ltd -
Reading

Apply Now

Job details

Permanent
£25,000 - £35,000 a year
13 days ago

Qualifications

Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Posted: 21/05/26 Recruiter: Artemis Recruitment Consultants Ltd Reference: 3111869142 Type: Permanent Salary: £25,000 - £35,000 Annual Location: Reading, Berkshire Description:

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued.

The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance.

Key Responsibilities

Building and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experience
Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence
Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes
Maintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements
Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation
Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances
Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements
Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters
Providing additional administrative support to advisers across a variety of client and business-related activities
Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures
Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively
Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times

Skills & Experience

Previous experience within financial services administration or a similar professional services environment would be advantageous
Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively
Excellent communication skills, both written and verbal
High attention to detail and strong accuracy skills
Ability to work independently as well as part of a team
Proficient in Microsoft Office and confident using internal systems and databases
A professional and client-focused approach at all times

What's on Offer

This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long-term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience.

Please submit your CV to Josie at Artemis Recruitment.

Apply Now

Refine Your Search

financial consultant jobs in reading, eng

Financial Planning Administrator

JUNIOR SALES CONSULTANT

Workplace Operations Analyst

Managing Consultant, Forensic - Fraud Risk Services

Junior Commercial Advisor

Snr Consultant Systems Analyst

Financial Services Administrator

Workday Financial Senior Consultant

Investment Manager

Software Support Consultant (Finance)

SME Employee Benefits Consultant

Finance Assistant Part time - 22.5 hrs per week (Flexible working)

Sales Consultant

Head of Consultancy

Principal Solution Consultant - BOS

Principal Education Property Development Officer

Consultant/Senior Consultant, Global Mobility

Business Solutions Architect (Consultant)

Finance Assistant

Associate Cost Manager - Oxford

I want to receive the latest job alerts for financial consultant in reading, eng

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