Investment Administrator Jobs in Wokingham
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Search results - Investment Administrator Jobs in Wokingham
Wokingham
My client based in Winnersh are seeking an IFA Administrator to join their team who would be specialising in pensions, retirement and international family wealth. You would be responsible for dealing with queries from clients, ensuring all...
cv-library.co.uk -
Loftware-Wokingham
practices.
Take an active part in technical Salesforce projects through Discovery, Solution Design, Implementation and Support.
Collaborate with our Salesforce Administration Team to help shape the vision for the internal and external use of Salesforce...
Wokingham
My client is seeking a Senior IFA Administrator based in Winnersh. You would be responsible for dealing with queries from clients, ensuring all communication is accurately recorded and organising financial planning annual reviews with clients...
cv-library.co.uk -
Loftware-Wokingham
to address the company's evolving needs.
• Collaborate with our Salesforce Administration Team to help shape the vision for the internal and external use of Salesforce. Work to identify opportunities to develop new and better solutions.
• Drive Salesforce...
Wokingham
to prepare recommendations and suitability reports. This may include maintaining full client records, data gathering, application form preparation and submission.
Duties
Have the vision and ability to write two multipension and investment suitability reports...
cv-library.co.uk -
Aldrich & Co-London, 32 mi from Wokingham
Desk Assistant/Investment Administrator, EC2
£45,000 + benefits
Are you an Investment Administrator, with several years’ experience relating to all client admin?
Do you like dealing with clients, making a difference and love using your...
Guildford, 15 mi from Wokingham
Investor Services Administrator
Guildford
£25,000 - £27,000
Are you passionate about delivering exceptional service to clients and colleagues? Our client in Guildford is seeking an Investor Services Administrator to join their dynamic team...
cv-library.co.uk -
SPECIALIST RECRUIT LIMITED-Godalming, 18 mi from Wokingham
Pension Administrator
This is an exciting opportunity to join an award-winning SIPP and SSAS Pension Specialist Company with over 40 years of excellent customer service. Offering a dedicated consultant led approach to delivering our client’s needs...
Faith Recruitment-Guildford, 15 mi from Wokingham
Investor Services Administrator
Guildford
£25,000 - £27,000
Are you passionate about delivering exceptional service to clients and colleagues? Our client in Guildford is seeking an Investor Services Administrator to join their dynamic team...
JJ SEARCH LIMITED-London, 32 mi from Wokingham
and advises with diary management booking meetings.
The Investment Administrative Assistant will build a good relationship with clients and staff becoming a key contact within the team.
The Candidate
1. 2 years Client Services or Investment Administration...
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