Financial Planning Administrator

The Company Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects. The Role THIS ROLE IS BASED IN THE GUILDFORD BRANCH OF THIS WEALTH MANAGEMENT FIRM. Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of...

The Company Our client is a highly successful and entrepreneurial Investment Management firm with exciting growth prospects. The Role THIS ROLE IS BASED IN THE GUILDFORD BRANCH OF THIS WEALTH MANAGEMENT FIRM.  Our client is looking for an experienced Senior Financial Planning Administrator / Wealth Planning Assistant able to provide a high level of...

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...

We are working with a large wealth management company looking to take on an experienced Financial Planning Administrator to support the successful Financial Planners in the Guildford office. This role is suitable for someone who is already working in a financial planning support role and who has knowledge of pensions and investments. Prepare and print...

This website uses cookies to ensure you get the best experience on our website. IFA Administrator - Dorking - Artemis Recruitment Consultants Financial Services Working in collaboration with Financial Advisers and other colleagues, you will assist the Financial Advisers in preparing recommendations and producing suitability reports in line with company...

Outstanding opportunity for a Financial Adviser - £75k - £80k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Financial Adviser - manage some existing clients from the MD and also generate some new business - £65k - £85k basic salary plus benefits package - Surrey based Chartered IFA I have placed 3 staff into the business and they are looking to expand their team with a brand new Financial Adviser. The business has been operating for many years and has built an...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFA A key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

Outstanding opportunity for a Financial Adviser - £75k - £85k basic salary plus benefits package - manage existing clients - Surrey based Chartered IFAA key client of mine who I have placed 3 staff with in the past are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing client bank. The...

An opportunity has become available for a Financial Planning Administrator to join a growing IFA. Manage all customer queries efficiently with only those requiring advice being passed to the Financial Planner Record annual review dates on the back office system and monitor regularly Plan, book and prepare for all annual review meetings ensuring...

Guildford – Financial Controller – £90k-£120k - Software Platform Recruitment has partnered with an innovator in the software industry. They are looking to recruit a Financial Controller to join their team. You will lead the company’s European financial strategies, offering invaluable insights into industry best practices and spearheading...

Guildford - Financial Controller - £90k-£120k - Software Platform Recruitment has partnered with an innovator in the software industry. They are looking to recruit a Financial Controller to join their team. You will lead the company’s European financial strategies, offering invaluable insights into industry best practices and spearheading...

They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service. If you come on board you will learn directly from the financial planners and the investment team. Knowledgeable in investments and pensions If this specific Financial Adviser...

**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...

About Our Client Based in Guildford, this private equity backed, rapidly expanding service provider is one of the largest in the UK in their respective field. Job Description Supporting the Head of Financial Analysis in implementing IBM Planning Analytics. Supporting the FP&A team to successfully deliver annual budget and forecasting. Supporting the...

Accounts Administrator - Shopfitting - Xero Manage day-to-day financial transactions and records Oversee order processing, sales support, & general administration Maintain and reconcile general ledger accounts, including accounts payable, accounts receivable, and bank accounts. Process supplier invoices, expense claims, and employee reimbursements...