Date added: 13 Nov 2024
Administrator
Guildford
Job Description \nJob Overview: The Administrator will play a critical role in supporting the wholesale operations of the company. This position involves managing and processing wholesale orders, providing exceptional service to B2B clients, and supporting promotional campaigns. The Wholesale...
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: 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: 7 Nov 2024
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: 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
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: 13 Nov 2024
IFA Administrator
Godalming
Our client is looking for a Financial Administrator to join their team based in the Godalming. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication.Record your client communications (whether that communication is written, oral or...
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: 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...
Date added: 12 Nov 2024
IFA Administrator - Progressive Opportunity
Godalming
IFA Administrator - Progressive Opportunity Are you currently working in financial services and looking for your next step? Or are you a confident and passionate administrator looking to kick-start your career with a forward thinking business?? Keep reading as this could be for you!.. Godalming...
Date added: 14 Nov 2024
IFA Administrator - **Progressive Opportunity
Godalming
IFA Administrator - Progressive Opportunity Are you currently working in financial services and looking for your next step? Or are you a confident and passionate administrator looking to kick-start your career with a forward thinking business?? Keep reading as this could be for you!.. Godalming...
Date added: 13 Nov 2024
IFA Administrator - Near Weybridge (Surrey) - £30K - £38K + Full Benefits Package
Weybridge
IFA Administrator - Near Weybridge (Surrey)Chartered Wealth Management Firm£30k - £38k + full benefits packageWork with 3 Chartered AdvisersMy client are a very well established Independent Financial Advisor (IFA) based near Weybridge who have been operating for many years with a full suite of...
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: 12 Nov 2024
IFA Administrator
Cobham
Lockhart Capital is a boutique Financial Planning and wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: The successful candidate will receive a Salary of up to £35,000 Per...
Date added: 1 Nov 2024
IFA Administrator - Boutique Wealth Management Firm - Up To £35,000 - Leatherhead Offices
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
CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR - Esher Area -To C £40/45K ...
Esher
CLIENT RELATIONSHIP MANAGER/ SENIOR IFA ADMINISTRATOR (Wealth Management) Excellent benefits package Are you an experienced IFA Administrator who thrives on Client contact and building strong relationships now looking at the next step to attend meetings with the Adviser? My client based in the Esher...
Date added: 13 Nov 2024
SENIOR IFA ADMINISTRATOR ( Wealth Management), Guildford Area, To £38K, Flexible Working Hours
Guildford
Great benefits package including flexible working hours My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion....
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: 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: 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: Yesterday
Senior Financial Adviser, Surrey Based Chartered IFA, £75K
Surrey
£75k Plus basic salary & Bonus and benefits package Manage existing clients and generate some new business One of our key clients, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established client. However, there will be an expectation that you wish to...
Date added: 12 Nov 2024
IFA Administrator - Wealth Management Firm - Up To £35K + Full Study Support And Benefits Package
Godalming
IFA Administrator - Godalming - Wealth Management Firm - Up to £38k + full study support and benefits package My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage...
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: 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: 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: 18 Oct 2024
Administrator - Woking -Hybrid
Woking
Administrator Are you a numbers enthusiast or a recent finance graduate? Maybe you've got financial services experience and are ready for a new challenge? Keep reading as this role could be for you!!.. Central Woking Full Training Provided £23,000 - £25,000 Plus 23 days holiday +BH, Pension scheme,...
Date added: 12 Nov 2024
Paraplanner / Trainee IFA
Guildford
Paraplanner / Trainee IFA Based Guildford outskirts Salary up to £50,000 Are you a part or fully qualified Paraplanner looking for a route to advice? Would you like to have the option to progress into an advisory role in the future, however the route isn’t available at your current company? If so,...
Date added: 7 Nov 2024
Pensions Administrator
Godalming
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications....
Date added: 7 Nov 2024
Pensions Administrator
Busbridge
We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications....
Date added: 12 Nov 2024
Administrator
Epsom
Kenneth Brian Associates are working with a well-established client, within the Financial Services industry, who are seeking a new Administrator to join their team. The role will focus on the administration of mortgage accounts, specifically lifetime mortgages, interacting with customers and/or...
Date added: 1 Nov 2024
Property Administrator Permanent Surrey
Chertsey
Property Administrator Permanent Surrey Competitive + BenefitsThis role requires flexibility during our busy season is key with regards to hours and days worked.Dedicated to providing a 6-star quality private concierge service to our exclusive clients. UKME ensures that the properties, we maintain...
Date added: Yesterday
Administrator
Guildford
Admin Role - Surrey - £100 to £120 a day - Start ASAP Temp/ Permanent role*** Admin Role - Surrey, Outer London*** Admin Role Temp till end of December*** Admin Role - ASAP StartCan you use Excel and Microsoft?Excellent telephone manor and organised?Can you work alone and within a team?If so, then...
Date added: Yesterday
Administrator
Shamley Green
Admin Role - Surrey - £100 to £120 a day - Start ASAP Temp/ Permanent role *** Admin Role - Surrey, Outer London *** Admin Role Temp till end of December *** Admin Role - ASAP Start Can you use Excel and Microsoft? Excellent telephone manor and organised? Can you work alone and within a team? If so,...
Date added: 5 Nov 2024
Graduate Financial Administrator - Wealth Management Firm - Leatherhead (Surrey)
Leatherhead
Working with HNW & UHNW Clients - Full Training and Study Support - £24k - £26k Base Salary + Benefits An award-winning, chartered independent wealth planning firm located near Leatherhead is seeking a Graduate Financial Administrator to join their team. This firm offers comprehensive,...
Date added: 12 Nov 2024
Administrator
Godalming
Our client is a very well-established company in the Financial sector and they provide an excellent working environment and training. The company have a very friendly culture and do occasional company days and nights out. Based in GodalmingUp to £24,000 salaryMonday - Friday, 9am - 5:30pm25 days...