IFA Administrator

Type of Position: Senior IFA Administrator - Dorking Senior IFA Administrator - Dorking We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and client liaison....

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 ensuring the most demanding private clients receive the...

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 expand, they are seeking a dedicated and talented individual...

Senior IFA Administrator based in Surrey, competitive basic salary with good benefits **Responsibilities**: Dealing with new business processing, valuations, illustrations and portfolio research Understanding the Financial Planning process and ensuring compliance with FCA rules and principles. Systems management and development, including management of...

Are you an IFA Administrator/Paraplanner looking to step up into a paraplanner role for a tight knit Financial Services company known for looking after their staff which will offer you support in acquiring further qualifications. On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to...

**A great new position has arisen within a boutique Wealth Planning firm based in Surrey - hybrid working if preferred - 1/2 days in the office** **Experience and Qualifications** - 5+ years’ experience in an IFA administration role - Sound technical knowledge covering pensions and investments, ISAs, bonds, trusts and protection - Demonstrable experience...

* Hybrid working - Boutique financial planning firm - Will suit a confident, experienced client services administrator Fram are working with a boutique financial planning and wealth management firm. Due to recent growth and the hire of a senior financial advisor, they are seeking an additional Client Services Administrator. The purpose of the role will be to...

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. In their current setup they manage the affairs of 300...

Job Description 28-35K Salary (depending on experience) A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management environment....

Are you currently working as a Team Manager with good people management and training experience within the Pensions/ Financial Services or Employee Benefits sector then this could be the role for you! As the Team Manager you will be responsible for overseeing a team of administrators dealing with processing retirement & divorce claims, responding to...

Sales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...

28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...

Job Description 28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth...

28-35K Salary (depending on experience) The Client A leading Investment Management company that offers a range of Investment Services and Financial Planning to Private High Net Worth Individuals The Role This is an exciting opportunity for an individual to be part of a team performing various administrative support tasks in a Wealth Management...

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 and SME owners based across Surrey, Sussex, Kent and...

Sales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...

Sales Support Executive £25,000 Dorking, SurreyExciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed.The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...

**Paraplanner (Pensions)** **Surrey** **£45,000 - £48,000 Negotiable + **Flexitime + Private Healthcare + Career Progression + Pension + Company Benefits** Do you have experience as a paraplanner, looking to work for a specialist SiPP and SSAS pension administrator with an excellent reputation, where you will be working for an exciting portfolio of...

Type of Position: Trainee Financial Planner - Banstead Pay: £30k Trainee Financial Planner - Banstead We are working with a superb wealth management firm based in Banstead, Surrey who have the opportunity for a Trainee Financial Planner to join their team. They are offering the chance to train with their team to become a fully qualified adviser. You...

Sales Support Executive £25,000 Dorking, Surrey Exciting graduate opportunity for a business minded, ambitious individual with excellent communication skills, and a drive to succeed. The position of Sales Support Executive is a newly created role, designed to provide a training programme aimed at progression to become a New Business Executive. It is an...