179 Client Services Jobs in Berkshire

Discretionary Bonus Benefits Package An exciting opportunity has arisen for an experienced Financial Administrator to join a well-established Chartered wealth planning business with offices across the Southeast. This boutique firm, backed by signific...

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Group Risk Administrator Location : Nationwide Salary : 22,000 - 32,000 (DOE) Benefits My client who are looking for a Customer Support Specialist to join their team who have got experience/knowledge in Group Risk Policies. The ideal candidate will h...

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Client Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering t...

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Graduate in Finance Working with Wealth Management Clients Development Opportunities Client Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-orien...

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Are you an experienced Paraplanner looking for a flexible and rewarding opportunity in a dynamic wealth management environment? We are seeking a skilled professional to join our team, supporting Financial Planners in delivering expert financial advic...

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Our client are seeking an enthusiastic individual with experience in a corporate benefits role to join their friendly team. Key Responsibilities Dealing with queries from a range of stakeholders Maintaining and monitoring the running of accounts Proc...

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Operations Manager Location: Esher High Street Salary: 40,000 - 50,000 depending on experience One day a week working from home This is an exciting opportunity for an experienced Operations Manager to join a successful Financial Planning firm, based ...

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Recruit Wealth are delighted to be representing a highly successful, well known, national Financial Planning business with offices throughout the UK. Our client now seeks to recruit several experienced Financial Planning Administrators to join their ...

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Senior Pensions Administrator - DC Schemes Reading - competitive Salary / Flexible Working & Excellent Benefits Package. A leading UK Financial Services Group who provides Pension Consultancy services to many of the UK’s largest Companies are looking...

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Remote Role with 1 Day in the Office Are you an experienced Financial Administrator with SJP knowledge looking for a new opportunity? A boutique wealth planning firm near Slough is offering a great role for a Financial Administrator / Junior Paraplan...

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Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Senior Pension Administrators in various locations o...

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Do you hold team leader/management or supervisor experience within the financial planning profession? do you strive to deliver exceptional client service? This role could be for you We're looking for an Financial Planning Operations Team Leader to jo...

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Financial Services Administrator / Wealth Management Administrator Part time option available This role offers an excellent opportunity to join a well-run wealth management firm working alongside a team of supportive and professional Financial Adviso...

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- Head of Compliance Advisory - 3 days each week out of either Birmingham or Reading - c. 150,000 Bonus Benefits Our client, a national wealth management firm, are looking for a Head of Compliance Advisory to join the team. With a strong reputation f...

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Due to a number of internal promotions and business wins, this year is looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking additional Pension Administrators in various locations offering...

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Are you an experienced Paraplanner looking to take your career to the next level? Our client, a highly respected and well-established Independent Financial Advice firm, is seeking a skilled and client-facing Paraplanner to join their team. This firm,...

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BWD are supporting a leading advisory business in their continued growth of their remote advisory advice team. In support of this growth, they are seeking an experienced advisory manager to oversee and develop an existing team of financial planners, ...

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We are seeking a highly organised and detail-oriented individual to support Financial Planners and clients in all aspects of client service and new business administration. Key Responsibilities Acting as a key point of contact for clients, responding...

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I am working with a leading employer in the financial services sector who have a reputation for challenging existing thinking on pensions, benefits and investment advice. As an organisation they have grown consistently over the last couple of years i...

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Paraplanner with potential to become Financial Advisor My client are a well-established Independent Financial Advice firm with offices based near Reading in Berkshire. They offer Financial Advice on Pensions, Investments, Tax Planning, IHT, Mortgages...

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Are you an experienced compliance professional with a strong background in financial services? Do you have a keen eye for detail and a passion for maintaining high-quality standards? We are recruiting for a File Review Officer to join a fully indepen...

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Job Title: Enforcement Agent Location: Reading Salary: Up to 35,000 DOE with OTE 75,000 Are you an experienced and certified Enforcement Agent looking for a new challenge? We are working with a prominent company within the enforcement industry, offer...

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Job Title: Enforcement Agent Location: Slough Salary: Up to 35,000 DOE with OTE 75,000 Are you an experienced and certified Enforcement Agent looking for a new challenge? We are working with a prominent company within the enforcement industry, offeri...

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Overview: Competitive Salary - Up to 35,000 (based on experience) Workplace Flexibility - We acknowledge the need for occasional flexibility in working arrangements. Career Development - Support for industry exams and professional growth opportunitie...

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IFA Administrator, Reading Hybrid working Up to 32k This is for you if you’re an IFA administrator looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabli...

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