Financial Planning Administrator

Are you a Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a medium sized practice? Does working in a very client centric business and providing a very personable service to clients soundappealing? My client, is a wealth planning practice based outside Godalming who have been operating for...

A long established and highly profitable Chartered Financial Advisory Practice based in Godalming is current seeking to hire a Financial Planning Administrator. The main purpose of the role will be to provide ongoing support to the Senior Paraplanners and overall Advisory team. The business specialise in providing holistic advice to a portfolio of HNW...

Are you an experienced IFA Administrator with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City...

IFA Administrator – Godalming £27,000 – £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...

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. Job highlights - Business has been in operation for over 2 decades across wealth and mortgage matters - Supporting...

IFA Administrator – Godalming £A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is fully...

**Overview** My client, a niche wealth management firm who pride themselves on a carefully honed advisory service built up over many years, delivers successful outcomes to both Private and Corporate Clients providing advice on many matters from Tax to Estate planning.They are currently looking to add an experienced IFA Administrator to their business to...

Are you a Paraplanner with an extensive background in private client wealth management supporting Advisers on clients’ financial affairs? My client, based in Godalming have been operating for over 20 years. They have an excellent reputation providing the highest levels of financial advice to HNW private clients who are City professionals, retirees,...

MMP Consultancy currently have an opportunity for a Planned Works Surveyor to join a local authority based in Godalming, Surrey. My client is looking for someone who can carry out the following: - Dealing with planned work, cyclical and improvement programmes of work - Managing the spend of capital and cyclical budgets for delegated projects with budgets...

IFA Administrator - Godalming £27,000 - £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role...