IFA Administrator-Wealth Planning Administrator

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...

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...

Wealth Planning Administrator OpportunityLocation: CobhamSalary: Up to £35,000We are working with a highly successful, independent wealth planning firm in Cobham that is seeking an experienced Wealth Planning Administrator to join their dedicated team. This is an excellent opportunity to become part of a company that values teamwork, offers mentorship, and...

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

***IFA ADMINISTRATOR*** Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA ADMINISTRATOR*** Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

IFA Administrator Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you! Our client believes in working collaboratively, where the team can best support each other and their clients. Working with a highly specialised...

IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff,...

Job Description IFA Administrator required to join highly regarded Financial Advisory firm.Key responsibilities will include:Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from...

IFA Administrator required to join highly regarded Financial Advisory firm.Providing proactive administrative support for the paraplanners and IFAsPreparing and processing documentation for any new and existing clientsManaging cases utilising CRM portals and provider platformsHandling incoming queries from internal staff, clients and external providers via...

Private Client Wealth AdministratorOval Recruit Ltd. is seeking a highly skilled Private Client Wealth Administrator to join their team in Surrey. As a key member of the Private Client team, you will be responsible for providing exceptional administrative support to the Private Client Directors and ensuring the smooth operation of client meetings.Key...

Job Title: Wealth Management AdministratorJob Description:As a Wealth Management Administrator at Oval Recruit Ltd., you will be responsible for providing exceptional support to our Private Client team.Key Responsibilities:* Work closely with Private Client Directors on client meetings, including setting up and handling post-meeting documentation.* Create...

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...

The Grounds Care Group, based in a rural part of Cobham, carry out Grounds Maintenance, Invasive Weed Management and Winter Gritting for a wide range of clients across the UK. Our company is growing at pace and we are recruiting for a temporary Office Administrator to assist and support the team with a wide variety of tasks through our period of growth and...

We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. Our salary range will reflect your work experience and any relevant industry qualifications. We are ideally seeking someone with proven Pensions...

The Grounds Care Group, based in a rural part of Cobham, carry out Grounds Maintenance, Invasive Weed Management and Winter Gritting for a wide range of clients across the UK. Our company is growing at pace and we are recruiting for a temporary Office Adminstrator to support the team through a period of growth and transitiion. Job Summary: We are seeking a...