Ifa Administrator

A successful IFA practice based near Sutton, Surrey requires an additional Corporate IFA Administrator to compliment their existing team. This role involves looking after an experienced Finanacial Adviser on a one-to-one basis dealing with the full rangeof pensions and other financial planning products. **Duties as follows**: -- Provide an effective link...

**Title: Wealth Planning / IFA Administrator** **Epsom - Up to £29,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an...

**Title: Wealth Planning / IFA Administrator -** **Epsom - Up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As...

The Client This is an exciting opportunity for a Senior IFA Administrator to join a successful Financial Planning firm, based out of their Epsom based office. This firm is part of a larger network that focuses on providing a high-quality financial planning and investmentmanagement service. The Opportunity During a period of key expansion, our client is...

**Part Time Client Administrator** **Flexible hours** **Surrey** **Negotiable basic up to C£25,000 FTE and benefits including + group PHI, DIS and pension** My client is an established Chartered IFA practice looking for an administrator to provide support for the company’s Financial Planners and Paraplanning Department, and utilising a wide range of...

My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. I have placed staff with this business - they have an excellent reputation providing very solid financial advice to private clients who are Cityprofessionals, families, business owners retirees and accumulators. This business has a team of 3...

**Administration Assistant** **Surrey** **£18,000-£22,000 dependent upon experience and qualifications + benefits** An exciting opportunity to work as a Sales Support Administrator for a long established chartered IFA practice which offers a full financial planning service to a large client base. you'll be joining a friendly team working in a modern...

Are you a Pension administrator, or do you have experience in other areas of financial services? Are looking for your next challenge and have considered wealth planning? Do you want to work in a Global financial services company who believe that its employees are just as important as its clients? Any transferable skills from working within pensions or any...

**Overview** Do you have 12 months experience gained within wealth management, looking for your next step where you will be financially supported and mentored through your exams whilst further developing your practical financial administration skills? My client, an establishedbusiness provides a comprehensive award winning financial planning and investment...

About the RoleThis is an exceptional opportunity for a skilled Financial Adviser to join our dynamic team at a well-established UK Financial Planning Firm with offices in Epsom.We are seeking an experienced professional to work closely with our Financial Planners, managing an existing High Net Worth (HNW) client bank and handling new HNW client inquiries. As...

**Job Title/Location**: Pensions Technical Manager, Surrey/WFH - **Salary**: £negotiable + average bonus c.15% (£7,900) + pension contribution to 13% (c.£7,100) - **Office/WFH**: 1-2 days office based per month, mainly WFH - **Requirements**: Strong DC pensions administration experience, any technical pensions experience an advantage, as would be...

**Job Title/Location**: Corporate Actions Assistant Manager, Surrey & WFH - **Salary**: £negotiable + average bonus of 11% (£4,200) + pension contribution to 13% (£4,900) - **WFH**: Average week split 50/50 between office and WFH - **Requirements**: Corporate actions experience and previous supervisory/team lead experience - **Role Snapshot**:...

**Responsibilities**Associate Pensions Consultant - Project Consultancy** Do you have a background in the pensions industry and are looking to specialise further? Are you looking to work with market leaders on wide-ranging projects and clients? We may have the role for you! Aon is recruiting for Associate Pensions Consultants to join our market leading...

**Job Title/Location**:Senior Project/Change Manager, Surrey & WFH - **Salary**:£negotiable + average bonus of 15% (£9,750) + pension contribution to 13% (£8,450) - **WFH**:Average week of 1-2 days office & 3-4 days WFH - **Requirements**: Solid project management experience with a good amount of exposure to complex change programmes within Financial...

**Job Title/Location**: Business Change Programme Manager, Surrey & WFH - **Salary**: £80,000 - £95,000, average bonus 26% + pension contribution of 10% - 13% - **WFH**: Average week of 1-2 days office, 3-4 days WFH - **Requirements**: Experience of delivering large, complex change projects with a multi £m budget within Financial Services, ideally with...