Financial Service

2 weeks ago


Farnham, United Kingdom Front Row Recruitment Ltd Full time

My client, a well known specialist pensions organisation, currently seek an experienced pensions administrator to join their friendly team. This is a varied role and duties will include:

  • Providing client and administrative support to the pensions consultants
  • Preparing meeting papers for client consultations
  • Gathering client information including previous and existing schemes
  • Obtaining transfer value quotes from providers
  • Preparing and processing investment / property transaction paperwork
  • Ensuring that all transactions are compliant
  • Assisting with the preparation of reports for clients who are coming up to "at retirement" phase
  • Assist consultants with gathering information for annual client reviews

Applicants must possess Pensions Administration experience from a Personal, GPP, DC, DB, SIPP or SSAS background. You will have a keen eye for detail, excellent communications skills and the ability to prioritise your work. It is also important that you are interested in developing your technical knowledge of the pensions sector as many cases that my client works on are of a complex nature.

In return you will enjoy a friendly environment, an interesting workload and generous remuneration package.



  • Farnham, United Kingdom Financial Divisions Full time

    Our client, a boutique independent wealth planning firm based in Farnham, is seeking a Senior Paraplanner to join their dynamic team. This firm offers comprehensive, whole-of-market financial advice to high-net-worth (HNW) retirees, accumulators, local families, and SME owners, primarily across Surrey and the surrounding home counties. Clients have varying...

  • Senior Paraplanner

    1 week ago


    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £45k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home...


  • Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites. Clients have varying ...


  • Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also across other home counites. Clients have varying ...

  • Paraplanner

    7 days ago


    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly Surrey but also...

  • Paraplanner

    4 days ago


    Farnham, United Kingdom Financial Divisions Full time

    Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities If the following job requirements and experience match your skills, please ensure you apply promptly.My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice...


  • Farnham, United Kingdom Profiles Personnel Full time

    **TRAINEE FINANCIAL ADVISOR** If this sounds like you then read on Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but...


  • Farnham, Surrey, United Kingdom Financial Divisions Full time €55,000

    Job Description Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly...


  • Farnham, United Kingdom 2i Recruit Full time

    Location: - Farnham- Salary: - £24,000 - £35,000- Type: - Permanent- Sector: - Accounting & Finance**Company Benefits**: - Employee-Owned Business with Profit Share Scheme - Quarterly Bonuses and Internal Recognition Scheme - Death in Service - Income Protection - Cycle to Work - Social Days **Key Initial Responsibilities**: - Input client details onto...

  • Paraplanner

    7 days ago


    Farnham, Surrey, United Kingdom Financial Divisions Full time €55,000

    Job Description Senior Paraplanner Vacancy - £50k - £55k, Support 3 established advisers - Boutique IFA - Farnham Surrey - lots of flexible working opportunities My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across mainly...


  • Farnham, United Kingdom Saltus Full time

    **Introduction** **Why Saltus?** Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do. We have a number of...


  • Farnham, United Kingdom IN-SYNC Group Full time

    **Description** Do you have outstanding organisational skills and a passion for providing a great customer experience? We're currently on the lookout for a new member to join out the Tax and Outsourcing Department. As a key member of the Tax and Outsourcing Department at IN-SYNC, you'll work closely with other departments to ensure an efficient handover...


  • Farnham, Surrey, United Kingdom IN-SYNC Full time

    Do you have outstanding organisational skills and a passion for providing a great customer experience?If this sounds like you, read on to find out how you can join us as a Customer Service Administrator.As a key member of the Tax Department at IN-SYNC, you'd be a central point of contact for all our customers, providing outstanding support to the tax...


  • Farnham, United Kingdom Mitie Full time

    Join us and help deliver the exceptional, every day. Job Title: Apprentice- Building Services Salary: £16, to £16, per annum Contract: Permanent, Full Time Hours: 40 hours per week Location: University for the Creative Arts, Falkner Road, Farnham, Surrey, England, GU9 7DS Accelerate your career with a Mitie apprenticeship. Whether you're just...


  • Farnham, United Kingdom HCRG Care Group Full time

    Job Introduction We are seeking to appoint a new *Associate Community Services Director to be responsible for the leadership and development of our Surrey Adult Community services, Special Care Dentistry and our Luton MSK and Intermediate Care service. This is a rare opportunity to have your leadership create tangible results in the way healthcare is...


  • Farnham, Surrey, United Kingdom HCRG Care Group Full time

    Job Introduction We are seeking to appoint a new *Associate Community Services Director to be responsible for the leadership and development of our Surrey Adult Community services, Special Care Dentistry and our Luton MSK and Intermediate Care service. This is a rare opportunity to have your leadership create tangible results in the way healthcare is...


  • Farnham, United Kingdom Sainsburys Full time

    **Customer Service Advisor - Travel Money** 230001MF) Help our customers holidays get off to a fantastic start, as one of our trusted Travel Money Advisors. Offering great service in one of our in-store Travel Money bureaus, you’ll be part of our all new Winning Team - where you can really be the difference. You’ll be the face of Travel Money for...


  • Farnham, United Kingdom Sainsburys Full time

    **Customer Service Advisor-Travel Money** - 230002UC) This position is for a temporary fixed term contract of 15 hours a week in our instore Travel Money Bureau. You will be required to work a flexible shift pattern, which will include at least one weekend out of four. Help our customers holidays get off to a fantastic start, as one of our trusted Travel...


  • Farnham, United Kingdom Sainsbury's Full time

    **Location** - Water Lane Store, Sainsbury's Supermarkets Ltd Water Lane, Farnham, GU9 9NJ **Hours** - Part-time **Contract-Type** - Fixed-Term Assignment **Rate** - £12.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 232481 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s...


  • Farnham, United Kingdom Sainsbury's Full time

    **Location** - Water Lane Store, Sainsbury's Supermarkets Ltd Water Lane, Farnham, GU9 9NJ **Hours** - Part-time **Contract-Type** - Fixed-Term Assignment **Rate** - £12.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 234937 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s...