IFA Administrator

2 months ago


Guildford, United Kingdom Blakemore Recruitment Full time

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 ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects of administration and looking to develop their knowledge and experience.

Key attributes:

  • An excellent telephone manner and customer service skills.
  • The ability to work in a structured and planned manner especially when under pressure to meet deadlines.
  • Good keyboard skills required and PC literate with a sound understanding of Microsoft Word and basic familiarity with Microsoft Excel.
  • Being able to work in a team and also unsupervised to high standards.

This is an excellent opportunity to develop your career with a proactive employer who will support your career growth.


  • Ifa Administrator

    3 months ago


    Guildford, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

  • Ifa Administrator

    3 months ago


    Guildford, United Kingdom Cranleigh Personnel Full time

    **IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

  • IFA Administrator

    4 months ago


    Guildford, United Kingdom Blakemore Recruitment Full time

    Blakemore Recruitment are assisting a large, well established Financial Planning practice seek their next Experienced Sales Support Administrator to join their exciting, expanding team due to expansion and increased business levels. You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis. Duties will...


  • Guildford, United Kingdom Active Recruiting Consultants Ltd Full time

    _**Rare opportunity to work for an award-winning IFA business in a fantastic environment, surrounded by 1st class people, really good team dynamic that is important for the business to maintain**_ - **Job Title/Location**: Investment Administrator, Surrey/WFH - **Salary**:To £45,000 + bonus, pension, 25 days holiday, Group PHI, DIS - **Office/WFH**:2-3 days...


  • Guildford, United Kingdom Recruit UK Full time

    **Job Title**: Wealth Management Administrator **Industry**: Wealth Management **Location**:Guildford **Salary**: Up to £35,000 **Job Reference**:8938 Recruit UK is working on an excellent opportunity for an experienced Wealth Management Administrator to join a well-established IFA practice in Guildford. This friendly firm has a lovely work culture,...

  • Client Administrator

    3 months ago


    Guildford, United Kingdom Evelyn Partners Full time

    **Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Paraplanner

    2 weeks ago


    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...

  • Paraplanner

    2 weeks ago


    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...

  • Paraplanner

    1 day ago


    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

  • Paraplanner

    1 week ago


    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

  • Paraplanner

    2 weeks ago


    Guildford, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical...


  • Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time €45,000

    Guildford, Surrey (3 days per week working from home) Intelligent Office experience; Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking The company has significant plans to grow over the next 6 months and has just began the search for a Level 4...


  • Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time €45,000

    Guildford, Surrey (3 days per week working from home) Intelligent Office experience; Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parking The company has significant plans to grow over the next 6 months and has just began the search for a Level 4...

  • Paraplanner

    2 days ago


    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time €45,000

    Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study...

  • Paraplanner

    2 weeks ago


    Guildford, Surrey, United Kingdom Vision-FS Recruitment Full time €45,000

    Position : Paraplanner Location : Guildford, Surrey (3 days per week working from home) Minimum Requirements : Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to Guildford Salary/package : Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study...

  • Paraplanner

    1 week ago


    Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...


  • Guildford, Surrey, United Kingdom Tate Recruitment Full time

    Position OverviewFinancial Planning AssociateLocation: Remote/HybridDepartment: Financial Advisory TeamEmployment Type: Full-time, hybrid working model.Compensation: Attractive salary accompanied by an excellent benefits package.We are excited to collaborate with a prominent investment management firm renowned for its 200-year history of providing reliable...

  • Paraplanner

    3 months ago


    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...

  • Paraplanner

    3 months ago


    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerLocation: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.Due to expansion,...

  • Paraplanner

    3 months ago


    Guildford, United Kingdom Tate Recruitment Full time

    ParaplannerYou could be just the right applicant for this job Read all associated information and make sure to apply.Location: GuildfordDepartment: Financial Planning TeamEmployment Type: Full time, hybrid working.Salary: Competitive with a superb benefits package.We are thrilled to be partnering with one of the Uk’s leading investment management companies...