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: 18 Oct 2024
Financial Adviser
Horsham
Launch Your Financial Advisory Career with a Leading IFA Firm | Clients Provided, Training & Development Available A fantastic opportunity awaits newly qualified Financial Advisers looking to grow their careers with an award-winning IFA firm. With over 30 years of industry experience, this firm...
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: 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: 31 Oct 2024
Financial Adviser
Horsham
Our client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other...
Date added: 18 Oct 2024
Financial Adviser
Horsham
Desk-Based Financial Adviser – Develop a Thriving Client Portfolio with Warm Leads Are you a motivated Financial Adviser looking to take your career to the next level? We are seeking a Desk-Based Financial Adviser to manage and grow a portfolio of clients with assets typically up to £250,000. You'll...
Date added: 6 Nov 2024
Trainee Paraplanner Required, Established IFA Firm , RARE
Horsham
NEW to market Our client is a successful IFA business and they are currently looking for a Trainee Paraplanner to join their team This is a successful IFA firm with around 100 employees This is an office based role in Horsham with all training We need candidates from a Financial Services background...
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: 14 Oct 2024
Independent Financial Advisor
Crawley
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: 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
IFA Administrator - Wealth Management IFA, Financial Services
Horsham
Our client is a successful and established IFA firm based in Horsham and they are currently looking for 2 experienced FS Administrators to join their team This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an...
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: 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: 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: 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: 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
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
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
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: 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
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: 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
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
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
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: 2 Nov 2024
Paraplanner
Guildford
Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management...
Date added: 1 Nov 2024
Paraplanner
Guildford
Our client are seeking a talented, qualified paraplanner to join their existing support team. You will be joining a small, dedicated team of paraplanners providing support to the firm's advisers who provide lump sum investment advice, financial planning for later life, and inheritance tax planning....
Date added: 5 Nov 2024
Paraplanner
Woking
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients. As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join...
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: 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
Trainee Financial Planner
Epsom
Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...
Date added: 1 Nov 2024
Trainee Financial Planner
Coulsdon
Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...
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: 1 Nov 2024
Paraplanner Required, Established Chartered IFA Business
Horsham
NEW to market Our client is a successful National Chartered IFA business and they are currently looking for an experienced Paraplanner to join their team based in Horsham We need part or fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team...
Date added: 11 Oct 2024
Paraplanner
Horsham
Position: Paraplanner Location: Horsham, West Sussex (up to 2 days per week working from home) Minimum Requirements: Fully qualified OR part-qualified Level 4 Salary/package: £30,000-£45,000 (depending on experience) + 22 days' annual leave (rising to 25) + pension + study support + DIS + various...
Date added: 17 Oct 2024
Mortgage Adviser
Crawley
Mortgage Adviser Salary: £36k - £40k DOE + OTE (uncapped) and great benefit package Location: Crawley Hours: Mon-Thu 9am - 6pm and Fri 9am - 5pm (hybrid working 2 days office 3 days remote) Free parking on site Do you want to work for an award winning and well-established brokerage that offer a...
Date added: 25 Oct 2024
Trainee Financial Planner
Coulsdon
Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...
Date added: 25 Oct 2024
Trainee Financial Planner
Epsom
Our established client is offering the rare chance to train you to become a fully qualified Adviser. With learning support and on the job experience, you are in control of how quickly you could be working as an Adviser. Working alongside 3 very experienced advisers with a mentor programme in place,...
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...