Financial Services Administrator

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families.Package Details:• Competitive salary• Flexible working: 3 days office, 2 days WFH• Pension scheme• Employee Benefits: 4x DIS plus income replacement policy 75% of...

A boutique Financial Planning and Wealth Management firm is seeking a highly skilled Client Services Executive/Administrator to join their team.Job Summary:The ideal candidate will have a proven track record of providing exceptional client service and administrative support in a fast-paced financial services environment.Key Responsibilities:Provide...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: • Competitive salary • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income replacement policy...

Company OverviewAntony George Recruitment is a leading recruitment agency specialising in financial services placements.Job SummaryWe are seeking an experienced Financial Services Administrator to join our team. The ideal candidate will have excellent administrative skills, strong communication abilities and the ability to work under pressure.Key...

Job DescriptionA boutique Financial Planning and Wealth Management firm is seeking a highly skilled Client Services Executive to provide administrative support and maintain close contact with clients to deliver a professional, compliant, and effective service.Purpose of the Role:As Client Services Executive, your role will be to assist our Founding Partners...

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. Benefits: * 25day plus bank holidays * Pay for study...

Lead Financial ExpertAbout Our OrganisationAs a key member of the Painshill Senior Leadership Team, you will provide strategic financial guidance and leadership in the operation of Painshill Park Trust Ltd, ensuring the company's plans and departmental targets are financially viable and aligned with business objectives.Preparation of management accounts and...

Lead Financial ExpertAbout Our OrganisationAs a key member of the Painshill Senior Leadership Team, you will provide strategic financial guidance and leadership in the operation of Painshill Park Trust Ltd, ensuring the company's plans and departmental targets are financially viable and aligned with business objectives.Preparation of management accounts and...

A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details:• Competitive salary • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income replacement policy...

Job Description A boutique Financial Planning and Wealth Management firm that provides financial planning and investment management services to a select group of discerning, high-net-worth bespoke families. Package Details: • Competitive salary • Flexible working: 3 days office, 2 days WFH • Pension scheme • Employee Benefits: 4x DIS plus income...

About the RoleWe are seeking an experienced IFA Administrator / Wealth Planning Administrator to join our dedicated team of 10. As part of our close-knit team, you will collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.Key ResponsibilitiesProcessing new...

About the RoleWe are seeking an experienced IFA Administrator / Wealth Planning Administrator to join our dedicated team of 10. As part of our close-knit team, you will collaborate with experienced professionals, gaining exposure to technical financial cases and playing a key role in delivering high-quality client service.Key ResponsibilitiesProcessing new...

IFA Administrator / Wealth Planning Administrator Location: Cobham Salary: Up to £35,000 Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? We’re working with a highly successful, independent wealth planning firm in Cobham that’s seeking an...

At Heat Recruitment Ltd, we're looking for a highly skilled and experienced Financial Planning Support Specialist to join our team. This is an exciting opportunity for someone with a strong background in financial planning to provide top-notch technical administration and analytical support to our successful Financial Planners.The ideal candidate will have a...

**Job Title**:Self-Employed Financial Adviser **Location**:Cobham, Surrey, United Kingdom **About Us**:Our client is a leading provider of holistic financial advice based in Surrey. With a commitment to excellence and a client-centric approach to their high-net-worth client base. They offer comprehensive financial planning services tailored to meet the...

Connect 2U Recruitment are currently seeking an experienced Customer Service/Contract Administrator for one of our Garden Maintenance orientated clients based in Cobham, KT11. **JOB OUTLINE** The **Customer Service / Contract Administrator’s** role is to support the contract manager and accounts manager with the day-to-day management of their internal...

A boutique financial planning and wealth management firm, Antony George Recruitment, seeks a Client Services Executive/Administrator to provide administrative support and maintain close contact with high-net-worth clients.Key Responsibilities:• Provide exceptional client service and support to both internal and external stakeholders.• Develop and...

Job Title: Assistant Financial Accountant - HYBRIDThe Assistant Financial Accountant - HYBRID will play a key role in supporting the Financial Accountant in various accounting, reporting, and tax matters. This role offers an exciting opportunity to join a well-established and supportive team in the Accounting & Finance Department in Cobham.Key...