IFA Administrator

An exciting opportunity for a senior financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their impressive Farnham office. You will benefit from a hybrid office/ home working, generous holiday allowance, and benefits (pension, income...

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...

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....

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...

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...

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...

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...

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...

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...

**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...

My client is a leading Financial Planning firm based in the Guildford areas, but with offices Nationwide, managing clients money and providing sound financial Advice to both businesses and individuals with regards to Pensions, Investments, Retirement / Estate Planning. We are urgently seeking a Junior Financial Adviser, ideally someone who has recently...

Job Description Paraplanner Location: Guildford Department: Financial Planning Team Employment 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...

Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...

Paraplanner Location: Guildford Department: Financial Planning Team Employment 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. ...