Ifa Administrator

**Do you have experience working alongside an IFA managing their Pension & Investment cases?** **Would you love the opportunity to work with a friendly team and a company that wants to help you progress?** **You'll receive sponsored training, amazing benefits, annual pay rises and free entry into the company bake off competition :)** **We love this...

**Job Title: IFA Administrator** **Location: Reigate** **Salary: £24,000 - £30,000** **The Company**: We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the client administration department helping with the provision of Financial Advice to valued...

**Role** Reporting the the firm's Office Manager, the IFA Administrator's key duties will include: - Maintaining client and portfolio records on the the back office system - Undertaking filing, photocopying and scanning - Liaising with third parties to gather information on client's plans and using checklists to ensure all necessary information has been...

Job description **Job Title - Pensions Administrator/ Trainee Wealth Management Administrator** **Salary - Up to £28,000 Dependent on experience** **Location - Reigate** Are you a pension administrator looking for your next challenge and have considered wealth planning? For this role - Any transferable skills from working within pensions or any other...

**Job Title: Mortgage Administrator** **Location: Reigate** **Salary: £24,000 - £30,000** **The Company**: We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the mortgage administration department helping with the provision of Mortgage and...

**Model Portfolio Operations Administrator/Analyst - Hybrid £40k+** Company looking for someone to better enable us to deliver excellent results for our clients, supporting the management of client model portfolios.The person will be working directly with the Reigate based investment team, providing operational supportto the model portfolio (MPS)...

An Independent IFA firm in Reigate is looking to take on an experienced IFA Admin to join as a Trainee Paraplanner. You will be mentored by experienced Paraplanners to deliver suitability reports for a team of 20 Advisors. The firm will pay for you to complete2 qualifications a year and also have access to a Training academy 5 days a month. You will have...

Job Title: Employee Benefits and Insurance Administrator Location: Reigate **Salary**: £24,000 - £30,000 The Company: We are working on a brand-new position with an established and growing Financial Planning business in Reigate who are searching to add an additional member to the Client Servicing department helping with the provision of Employee...

**Job title: Junior Paraplanner** **Salary: Dependable on your experience** **Location: Reigate** Are you an IFA Administrator looking for your next step up into more of a junior paraplanner role. Or are you a Junior Paraplanner currently, and looking for a fresh challenge within Wealth Management? Do you enjoy a boutique-style workplace with close...

**About Fundhouse: **Fundhouse is an award-winning investment company based in Reigate, Surrey, providing independent investment insights and services to institutional investors, wealth managers and independent financial advisers. We are a fast-growingbusiness with top-performing model portfolios. We are an employer of choice, with excellent clients and a...

**Job Title/Location**: Pension Regulations 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, the majority of your time being WFH - **Requirements**: Strong DC pensions administration experience, strong technical pensions knowledge -...