Financial Planning Administrator

Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across the home counties region. They also offer advice on Wills, trusts and Estate planning to help with...

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.Responsibilities will...

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.Responsibilities will...

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.Responsibilities will...

The ClientAhighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial Planning Administrator role will providea high level of administrative supporttoWealth Management...

**Financial Services Administrator** **Are you looking for a foot in the door to a financial services career? Have you been seeking a clear-cut progression path? Do you have experience in a Financial Services, Banking, Finance, or Insurance based role? GREAT - I would love to speak with you.** My Guilford based client, with 9 offices across the UK in...

The Client Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London. The Role The Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team. The...

The ClientMaximise your chances of a successful application to this job by ensuring your CV and skills are a good match.Ahighlysuccessful andexpandingWealth Management firm,widely recognised with an excellent reputationbased in London.The RoleThe Financial Planning Administrator is a great opportunity to join a successful Wealth Planning team.The Financial...

Requisition Title : Financial Administrator Job Number: PUT00DG Puttenham Hill House Puttenham Guildford Surrey GU3 1AH Location Status On site Salary Amount £25,000 **Financial Administrator** **Puttenham Hill House Care Home, Off Hog's Back, Puttenham, Guildford GU3 1AH** - It’s the small things that can often make the biggest difference. At Bupa...

My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for...

Location: Guildford, commutable from London **Salary**: £32,000-£40,000 Contract - Permanent Hybrid Working **We are looking for a financial administrator to come on board and join one of the fastest growing financial services/wealth management firm globally.** **You must come from a wealth management or financial services background to be considered...

TEMP ADMINISTRATOR- GUILDFORD - C £10 - £11 PER HOURKEY RESPONSIBILITIES: Printing and filing documentation for contracts settled in each Branch Using the franking machine to send out above documentation to our Customers Build and maintain strong working relationships with all Branch Offices and Head Office departments Participate in projects related to...

Investigo are exclusively partnering a Private Equity backed Technology company, to recruit a Senior Financial Planning Analyst, due to ongoing growth. As a Senior Financial Planning Analyst, you will be joining a high performing Finance Team where you will be reporting directly into the CFO and board, focusing primarily on short term planning and...

Investigo are exclusively partnering a Private Equity backed Technology company, to recruit a Senior Financial Planning Analyst, due to ongoing growth.As a Senior Financial Planning Analyst, you will be joining a high performing Finance Team where you will be reporting directly into the CFO and board, focusing primarily on short term planning and...

**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...

**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...

**Do you have experience working within financial services and have a strong background in administration? If you are looking to take a step up in your career, and to work with the largest wealth management companies in the UK, then we want to hear from you!** We have an amazing opportunity for someone with extensive administration skills and a strong ethic...

**At AQA, we're committed to advancing education and we're committed to our people. As the largest provider of academic qualifications in the UK, we mark over seven million GCSEs and A-levels each year and it's our people who make this happen.** **Administrator** **Guildford** **12 month Fixed Term Contract** **Salary**:£21,210-£23,000** **Smart...

Are you a successful IFA with a proven record of providing innovative solutions to HNW clients? Are you looking for an environment where you can provide a bespoke service to your clients whilst benefitting from wide ranging technical, administrative anddevelopment support? In order to achieve their aims and to continue their development, our client is...

Financial Planning TeamEmployment Type: Full time, hybrid working.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.The role involves providing technical research services to the Planners and...