Date added: 25 Oct 2024
Customer Service Advisor
Epsom
Job DescriptionJob Title: Customer Service RepresentativeLocation: Epsom, SurreyContract Type: Full-time, PermanentHours: Monday to Friday, 9:00am - 5:30pm (Plus 4 hours weekend overtime once a month, paid at 1.5x rate)Salary: £25,000 + Bonus + Overtime + Incredible Benefits (keep scrolling to see...
Date added: 14 Oct 2024
Independent Financial Advisor
Woking
Basic Up to £60k + Package + Paraplanning + Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring you will provide holistic financial planning...
Date added: 1 Nov 2024
Trainee Financial Advisor
Guildford
Are you looking to kickstart your career in finance with our client's Trainee Financial Advisor Programme? This role offers a structured pathway to becoming a successful independent financial adviser. Starting as a support administrator, you’ll gain hands-on experience while building essential...
Date added: 12 Oct 2024
Financial Advisor
Leatherhead
This Financial Adviser job provides opportunity to join a growing IFA firm, actively undertaking acquisitions. They are seeking an experienced Financial Adviser to join their team to onboard and takeover recently acquired clients and help the business grow. The business has undertaken two...
Date added: 18 Oct 2024
Financial Administrator - Surrey Chartered IFA - Up To £35K
Leatherhead
Career Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £35k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and...
Date added: 1 Nov 2024
Senior Financial Administrator - Up To £45K Basic Salary - Chartered IFA
Esher
Senior IFA Administrator - (Surrey)Chartered IFA Firm - Up to £45kOffices near Esher/KingstonAttractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 4 staff into the business, 2 advisers and 2...
Date added: 5 Nov 2024
Financial Adviser
Guildford
Our client, a rapidly growing financial services firm, is seeking an experienced financial adviser to join their dynamic team. In this role, you’ll work closely with clients, providing expert guidance on managing their finances through strategic cashflow planning and offering ongoing, reliable...
Date added: 4 Nov 2024
Senior Financial Administrator - Up To £40K - Boutique IFA - Work In A Pod Structure
Leatherhead
Senior Financial AdministratorWealth Management Firm working with HNW & UHNW clientsLeatherhead offices (Surrey)Work in a pod structure £30k - £40k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Leatherhead who I have met and placed 2...
Date added: 17 Oct 2024
IFA Administrator
Caterham
Position: IFA Administrator Location: Caterham, Surrey (2 days per week working from home) Minimum Requirements: 2 years+ IFA administration experience; 1st Software experience; XPlan experience ideal but not essential Salary/package: Up to £38,000 YOUR NEW COMPANY Our client is a Top 20 Chartered...
Date added: 29 Oct 2024
Ifa Administrator
Cobham
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business....
Date added: 1 Nov 2024
IFA Administrator
Cobham
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business....
Date added: 11 Oct 2024
IFA Administrator
Sutton
Position: IFA Administrator Location: Cheam, Surrey (office-based position) Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package: Up to £38,000 + Bonus + Pension + Healthcare + DIS + IP + Study...
Date added: 17 Oct 2024
IFA Administrator
Sutton
Position: IFA Administrator Location: Cheam, Surrey Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package: Up to £38,000 YOUR NEW COMPANY Our client is a hugely successful, award-winning boutique...
Date added: Yesterday
IFA Administrator
Woking
Job Title: IFA Administrator Location: Woking Salary: £25,000 - £35,000 We are currently representing a well established IFA firm seeking an experienced and committed IFA administrator to join their friendly and professional team. A candidate with previous IFA experience, a can do attitude and a...
Date added: 11 Oct 2024
Graduate Financial Administrator - Chartered IFA - Offices In Leatherhead - £24K - £26K
Leatherhead
Graduate Financial AdministratorWealth Management Firm working with HNW & UHNW clients Full training and study support£24k - £26k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff...
Date added: 5 Nov 2024
IFA Support Administrator
Woking
Well established, professional, reputable practice is looking for an experienced IFA administrator, to join the client support team. Key responsibilities will include: • Providing proactive administrative support for our paraplanners and IFAs • Preparing and processing documentation for any new and...
Date added: 1 Nov 2024
Financial Administrator - £30K - £38K Basic Salary Plus Benefits - Surrey Chartered IFA
Leatherhead
Financial AdministratorWealth Management Firm working with HNW & UHNW clientsEpsom/Leatherhead (Surrey)Full training and study support£30k - £38k basic salary plus benefitsMy client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a...
Date added: 1 Nov 2024
Financial Administrator - Esher, Surrey - £40,000-45,000 + £Bonus + Study Support
Esher
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Senior Financial Planning Administrator who can also carry out some basic paraplanning duties...
Date added: 6 Nov 2024
IFA Administrator
Guildford
IFA Administrator Based: Guildford, Surrey Salary: £36,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners...
Date added: 1 Nov 2024
IFA Administrator
Dorking
IFA Administrator Based: Dorking, Surrey Salary: £35,000 + Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team including Paraplanners and also Financial Planners...
Date added: 1 Nov 2024
IFA Administrator
Epsom
IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...
Date added: 25 Oct 2024
IFA Administrator
Epsom
IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...
Date added: 1 Nov 2024
IFA Administrator
Sutton
IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...
Date added: 1 Nov 2024
IFA Administrator
Coulsdon
IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...
Date added: 25 Oct 2024
IFA Administrator
Coulsdon
IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each...
Date added: 1 Nov 2024
IFA Administrator
Kingston Upon Thames
We are looking for a talented administrator to join an established independent financial advice practice in South West London.You will be an integral part of the team and must be client-focused, organised, and have excellent attention to detail. Our client are passionate about delivering an...
Date added: 17 Oct 2024
Trainee IFA Administrator
Redhill
Position: Trainee IFA Administrator (2 days' per week working form home) Location: Redhill, Surrey Minimum Requirements: Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package: £25,000 + bonus + 24 days' annual leave +...
Date added: 1 Nov 2024
IFA Administrator
Reigate
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator. Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their...
Date added: 12 Oct 2024
Senior IFA Administrator
Twickenham
We are currently recruiting for a well regarded Financial Planning practice based in Twickenham who are looking to recruit a senior Technical IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good...
Date added: 1 Nov 2024
Financial Support Advisor
Redhill
For our customers who are in financial difficulty, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too. This role is extremely rewarding as you can assist customers with a simple query or be required to handle a more complex...
Date added: 18 Oct 2024
IFA Administrator
Leatherhead
Kenneth Brian Associates are recruiting for a confident individual on behalf of a small but well established business in the Financial Services sector based in Leatherhead. The postholder will be responsible for providing administration support to their financial advisors. Duties Include:...
Date added: 1 Nov 2024
Senior IFA Administrator - (Surrey) - Up To £45K Basic Salary - Chartered IFA Firm
Esher
Senior IFA Administrator - (Surrey)Chartered IFA Firm - Up to £45kOffices near Esher/KingstonAttractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Esher. I have met the Directors and placed 4 staff into the business, 2 advisers and 2...
Date added: 1 Nov 2024
Senior IFA Administrator - Up To £45K - Chartered IFA Firm (Surrey)
Surbiton
Senior IFA Administrator - (Surrey) Chartered IFA Firm - Up to £45k Offices near Esher/Kingston Attractive benefits package on offer My client are a Chartered Independent Financial Advice firm based in Surrey near Surbiton/Esher. I have met the Directors and placed 4 staff into the business, 2...
Date added: 1 Nov 2024
Senior Financial Administrator (Wealth Management)-Offices Near Esher/Kingston - Up To £45,0000
Surrey
Senior Financial Administrator (Wealth Management) Surrey - Chartered IFA Firm - Salary Up to £45,0000, Fantastic benefits package, flexible working - Location: Offices near Esher/Kingston Attractive benefits package on offer Based in Surrey, close to Esher, my client is a Chartered Independent...
Date added: Yesterday
Senior IFA Administrator - Teddington
Teddington
We are currently recruiting for a Financial Planning practice based in Teddington who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. Key Contributions: Maintaining good relationships with all...
Date added: 1 Nov 2024
IFA Administrator/Junior Paraplanner
London
We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A minimum of two years of experience working in a...
Date added: 1 Nov 2024
Mortgage Broker & Protection Advisor
Twickenham
Worth Recruiting – Property Industry Recruitment Vacancy: MORTGAGE BROKER & PROTECTION ADVISOR – Residential Estate Agency Location: Twickenham, TW1 Salary: OTE £60k Position: Permanent – Full Time Mortgage Broker & Protection Advisor: This is a fabulous opportunity for an experienced and...
Date added: 1 Nov 2024
Senior Mortgage Advisor
Guildford
Office-Based Mortgage Advisor - Guildford Remuneration:£27,000 - £31,000 basic including car allowance, pension, DIS, bonus & commission, OTE £50,000 in year 1, £65,000 - £75,000 thereafter. BDM Recruitment Ref. Number: J1601MBBMC Overview:BDM Recruitment is actively searching for an experienced...
Date added: 17 Oct 2024
Employed Financial Planner Hybrid
Epsom
This is a perfect opportunity to join an independent Wealth Management firm who are moving with the times and offering this hybrid Client facing Financial Advice opportunity. They will support your personal development, pay bonuses and have a whole range of additional benefits. The role would suit...
Date added: 6 Nov 2024
IFA Administrator / Wealth Planning Administrator
Cobham
IFA Administrator / Wealth Planning AdministratorLocation: CobhamSalary: Up to £35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth...