wealth management Work, Jobs in reading, eng (with Salaries)

Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Tax Assistant
BDO —Reading
- Full-time
- Hybrid work
- Administrative experience
- Project management
- Accounting
Senior Business Development Manager
Wireless Logic mdex GmbH —Reading
- Hybrid work
- Sales
- Business development
- Communication skills
Sales Coordinator
SIG Plc —Wokingham
- Customer service
- IT
- Employee discount
- Life insurance
Head of Markets Activation
BDO —Reading
- Full-time
- Sales
3d
Sales Executive BFSI UKI
Stibo Systems —Reading
- Full-time
- Hybrid work
- Sales
- Salesforce
- AI
11d
Customer Services Officer (12-month FTC)
Investec —Reading
- Full-time
- Analysis skills
- Communication skills
- Negotiation
4d
Audit Stream Learning and Development - US Curriculum Lead
BDO —Reading
- Full-time
- Management
- Travel
- Communication skills
Transaction Services Manager/Senior Manager
BDO —Reading
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Management
New Business Senior Manager
BDO —Reading
- Full-time
- Business development
Manager/Assistant Manager, Tax Audit and Accounting Group
BDO —Reading
- Full-time
- Project management
- Tax experience
Customer Success Manager (maternity cover)
Dynamic Planner —Reading
- Hybrid work
- Analysis skills
- Project management
- Communication skills
EHCP Coordination Officer
Surrey County Council —Weybridge
- £36,873 - £39,820 a year
- Part-time
- Hybrid work
- Microsoft Office
- Travel
- Organisational skills
- Employee assistance programme
- Employee discount
Funeral Manager
Funeral Partners —Winnersh
- £32,200 - £34,900 a year
- Full-time
- Management
- Annual leave
- Referral programme
11d
Human Resources Graduate
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- English
- Master's degree
- Bachelor's degree
Product Manager
Stanley Black & Decker —Maidenhead
- Full-time
- Microsoft Powerpoint
- Microsoft Excel
- Marketing
- Annual leave
- Employee discount
Audit Resourcing Assistant
BDO —Guildford
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Sr. Category Manager (BLACK + DECKER)
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- Marketing
- Bachelor's degree
- Travel
- Employee stock purchase plan
- Annual leave
Senior Associate - Private Client
Boyes Turner —Reading
- 8 hour shift
- Hybrid work
- Business development
- Analysis skills
- Supervising experience
Associate Director, Private Client Services
Deloitte —Reading
- Hybrid work
- Team management
- Tax experience

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wealth management jobs near reading, eng

Client Services Administrator

AFH Financial Group -
Cookham

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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

wealth management jobs in reading, eng

Client Services Administrator

Tax Assistant

Senior Business Development Manager

Sales Coordinator

Head of Markets Activation

Sales Executive BFSI UKI

Customer Services Officer (12-month FTC)

Audit Stream Learning and Development - US Curriculum Lead

Transaction Services Manager/Senior Manager

New Business Senior Manager

Manager/Assistant Manager, Tax Audit and Accounting Group

Customer Success Manager (maternity cover)

EHCP Coordination Officer

Funeral Manager

Human Resources Graduate

Product Manager

Audit Resourcing Assistant

Sr. Category Manager (BLACK + DECKER)

Senior Associate - Private Client

Associate Director, Private Client Services

I want to receive the latest job alerts for wealth management in reading, eng

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