Date added: 8 May 2024
IFA Administrator
Woking
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include:...
Date added: 7 May 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: 8 May 2024
IFA Administrator
Guildford
Position: IFA Administrator Location: Guildford, Surrey Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal Salary: Up to £35,000 + Bonus + Pension + Group Life Assurance (8 x salary) +...
Date added: 23 Apr 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: 23 Apr 2024
IFA Administrator
Farnham
***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart...
Date added: 23 Apr 2024
IFA Administrator
Farnham
***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart...
Date added: 18 May 2024
Technical IFA Administrator (Wealth Management) - Weybridge - Salary Up To £32 -36K
Weybridge
My client is a Chartered Independent Financial advice firm based in Weybridge. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a...
Date added: 14 May 2024
IFA Administrator
Guildford
IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to...
Date added: 14 May 2024
IFA Administrator
Guildford
IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management services to HNW individuals. As they continue to...
Date added: 23 Apr 2024
Technical IFA Administrator / Trainee Paraplanner
Woking
Technical IFA Administrator / Trainee Paraplanner Location: Chobham Hybrid working - 3 days per week in the office Salary: £33,000 - £40,000 per annum Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move? Do you have experience of report writing, however want to...
Date added: 11 May 2024
IFA Administrator
Woking
The role An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and...
Date added: 8 May 2024
IFA Administrator
Woking
We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience with Intelligent Office. This is a key...
Date added: 10 May 2024
IFA Administrator - Hybrid Working
Guildford
Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment - the financial planning division has...
Date added: 18 May 2024
IFA Administrator - Sutton - £32-38K Plus Excellent Benefits, 25 Days Holiday And Bonus
Surrey
Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive track record of organic growth and can offer staff...
Date added: 16 May 2024
Financial Planning Administrator , Wealth Management , Guildford
Guildford
The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high...
Date added: 8 May 2024
Senior Financial Adviser/IFA- Surrey Based Chartered IFA - Up To £85K Basic Salary Plus...
Surrey
plus bonus and benefits package A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. Initially you will be responsible for establishing meaningful...
Date added: 5 May 2024
Independent Financial Advisor
Guildford
Financial Advisor | Independent Financial Advisor £50,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Guildford| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wealth Manager which has rapidly grown into a...
Date added: 26 Apr 2024
Financial Adviser - Surrey - £65K - £85K Basic Salary Plus Benefits Package
Surrey
Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of £65-£85k + benefits - Chartered IFA situated in Surrey. A Chartered IFA company with a strong ethical and...
Date added: 3 May 2024
Paraplanner / Trainee IFA
Guildford
Paraplanner / Trainee IFA Based Guildford outskirts Salary up to £40,000 Are you a part or fully qualified Paraplanner looking for a route to advice? Do you feel that you would like to have the option to progress into an advisory role in the future, however the route isn’t available at your current...
Date added: 2 May 2024
Paraplanner Vacancy: £35K - £50K, Boutique IFA Firm - Dorking/Reigate (Surrey)
Dorking
Paraplanner Vacancy: £35k - £50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London....
Date added: 22 Apr 2024
IFA Support
Farnham
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering exceptional financial services to their clients. Salary...
Date added: 8 May 2024
Financial Adviser (Get CAS Signed Off Quickly) - Clients Provided, Work With The MD. £40K - £50K
Dorking
Financial Adviser (get CAS signed off quickly) - Clients provided, work with the MD. £40k - £50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are an independent wealth planning firm in Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families...
Date added: 3 May 2024
Sales Administrator- Woking, Surrey
Woking
Sales Administrator- Woking, Surrey (Hybrid working) - 2 days remote working Up to £25000 + Bonus + Benefits Leading IT Consultancy are looking for a Sales Administrator to join the business working in conjunction with the sales team assisting in maintaining client relationships, renewing IT...
Date added: 14 May 2024
Paraplanner & Financial Administrator - Route To Advisor - Dorking - £38-45K Salary Plus Bonuses
Dorking
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals. Our client is a professional Financial Advice firm with...
Date added: 13 May 2024
.NET Developer - Guildford
Guildford
.NET Developer - Guildford (Tech stack: .NET Developer, .NET 8, ASP.NET, C#, React, Angular 17, Microservices, Vue.js, TypeScript, Azure, Web API 2, Agile, SQL Server 2022, Programmer, Full Stack Engineer, Architect, .NET Developer) We have several fantastic new roles for .NET Developer to join an...
Date added: 11 May 2024
Paraplanner Team Leader , Guildford
Guildford
Paraplanner Team Leader , Guildford The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth Clients The Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small...
Date added: 2 May 2024
Administrator
Aldershot
Role: Administrator Salary: £25,000 to £30,000 Location: Aldershot, Hampshire We are recruiting for one of our partnership business based in Hampshire. They are in need for a experienced Administrator to join their team to help support their Mortgage and Financial advisers. This is an office based...
Date added: 25 Apr 2024
Employed IFA, Established Wealth Management Co, Base £80000 Remote
Camberley
Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique we believe in the marketplace as they co will...
Date added: 11 May 2024
Financial Administrator
Surrey
Our client is looking for a Financial Administrator to join their team in Surrey. 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 electronic) including...
Date added: 12 May 2024
Paraplanner Team Leader , Guildford
Guildford
The Client An established and widely known Wealth Management firm servicing Investment Management needs to High-Net-Worth ClientsThe Role The Paraplanner Team Leader will be an experienced Paraplanner who is keen to take on a Team Leader role managing a small team of Paraplanners, overseeing the...
Date added: 7 May 2024
Client Payroll Administrator - Surrey
Mayford
Title: Senior Client Payroller Location: Woking Salary: £(phone number removed) We are working with a leading chartered accountants who are looking for a senior client payroller to come in and boost their growing team. This role comes with great benefits including...
Date added: 8 May 2024
Financial Advisor
Camberley
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...
Date added: 8 May 2024
Financial Advisor
Farnborough
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...
Date added: 4 May 2024
Financial Advisor
Guildford
Financial Advisor | Independent Financial Advisor £100,000 - £150,000 | Un-Capped Earnings Clients + Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financial Advisor’s across the UK. A leading provider...
Date added: 4 May 2024
Senior Administrator
Farnham
TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experience essential Person Description Must be extremely...
Date added: 14 May 2024
PA/Administrator (Estate Service Adviser)
Camberley
Are you a well organised and pro-active customer service professional looking for a newand exciting challenge? Do you have experience in a personal assistant role with expertisemanaging calendars, inboxes and general administration? Want to work proudly togetheras one team to deliver an outstanding...
Date added: 10 May 2024
Financial Services Administrator
Guildford
Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an exciting stage of growth. The role will involve...
Date added: 22 Apr 2024
Financial Adviser - Manage Some Existing Clients From The MD And Also Generate Some New Business
Walton-on-Thames
Financial Adviser - manage some existing clients from the MD - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with a very ethical and values driven culture and...
Date added: 2 May 2024
Administrator
Horsham
Administrator – Property Company – Horsham – c£25k Are you a highly competent Administrator / Office Junior with excellent IT, telephone, organisation and team working skills? Would you like to work in a friendly, professional property environment where you will receive training to...
Date added: 2 May 2024
Administrator
Cobham
Our client is seeking a confident and highly organised individual with excellent communication skills to join their team as an Administrator. Company Benefits: Monthly employee rewardsPlenty of socialsFree parking Key Responsibilities: Organising and coordinating appointments, meetings, and events...