Financial Planning Administrator

My Client, a financial planning firm, has now been operating for over 2 decades and having built an excellent reputation, is looking to expand the Admin Support function to focus on the ever expanding client base. Opportunity Highlights - Superb opportunity to develop your knowledge - Clients include City based professionals, families, retirees,...

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...

Manage an existing client base Plus: revenue related salary increases + bonus My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance...

Manage an existing client base Plus: revenue related salary increases + bonus My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections. They also offer Wills and Trusts as well as Powers of Attorney assistance and...

Resource Planning Administrator - Physiotherapy Hybrid - Home based and Epsom Support Centre | Resource Planning | Permanent | Full Time Competitive salary, depending on experience 37.5 hours per week Nuffield Health is the charity that’s building a healthier nation, one day at a time. From award-winning hospitals and leisure facilities to flagship...

Resource Planning Administrator - PhysiotherapyHybrid - Home based and Epsom Support Centre | Resource Planning | Permanent | Full TimeCompetitive salary, depending on experience37.5 hours per week Nuffield Health is the charity that's building a healthier nation, one day at a time. From award-winning hospitals and leisure facilities to flagship community...

Resource Planning Administrator - PhysiotherapyHybrid - Home based and Epsom Support Centre | Resource Planning | Permanent | Full TimeCompetitive salary, depending on experience37.5 hours per week Nuffield Health is the charity that's building a healthier nation, one day at a time. From award-winning hospitals and leisure facilities to flagship community...

Recruitment Connection Ltd- Published- 18th January 2023- Location- Epsom, United Kingdom- Category- Client Services / Sales Support- Job Type- Retirement Planning- Salary- £18000 to £22000- Reference- 5156- Region- South East**Description**: **Administration Assistant** **Surrey** **£18,000-£24,000 dependent upon experience and qualifications +...

**Billing Administrator - £25-27,000** **6 month temporary contract to start - Permanent opportunities available** **Hybrid working - Office based in Epsom** **KT18 5AL - Easy access from public transport - free parking available** **You will have access to a free on site gym and classes, subsidised cafeteria - future benefits include a private health...

Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clientsPreparation of transactional templated client letters, such as letters of authority, change of address and client disengagement lettersLiaise with...

There’s a permanent opportunity for you here as a Contract Administrator working on one of our newly won contracts in the Epsom area **The Role** - Carrying out all administration to support the effective running of our client contract - Carrying out invoicing processes in line with contractual payment terms - Ensuring electronic and paper records,...

Our client is a market-leading design manufacturer, master distributor, and solution provider within a FMCG market. As a Sales Support Administrator, you will be responsible for providing assistance and support in various aspects of sales operations. The role is pivotal in maintaining efficient sales processes and ensuring customer satisfaction. If you have...

Type of Position: Wealth Management Administrator - Epsom Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Prepare and package financial planning reports for the Financial Planners and their clients Obtain policy information, documents, factsheets, illustrations and product comparison quotes through...

Our Client is a well-known Electrical Engineering company, providing services across the UK. OSP are looking for an experienced Administrator to join our client’s company on a permanent basis. With a positive attitude, a team player and someone who can take ownership of tasks, working in an office and with experience in the engineering industry, this...

HEAD OFFICE Process & Governance Administrator Process & Governance Administrator Epsom/Hybrid | Finance Administration | Fixed Term (12 months) Salary - Dependant on experience 22.5 hours per week Nuffield Health have an exciting opportunity for a Process & Governance Administrator to join their Finance Administration Team. This role will focus on...

HEAD OFFICE Clinical Report Administrator & Project support **Clinical Report Administrator & Project Support** Hybrid - Epsom | Fixed-Term Contract: 12 months | Full-Time Competitive salary available, depending on experience 37.5 hours oer week - Flexible hours within business hours (0800hrs - 1800hrs) Monday to Friday At Nuffield Health, everything...

Private Patients Administrator Band 3 An exciting opportunity has arisen at Epsom Hospitals within the Private Patients ward. The Administrator based role will be on the Northey ward at Epsom Hospital which includes covering admin for all Private Patients at Epsom and St Helier Hospital. The job will be predominantly based at Epsom Hospital. Based in a...

Your details are being submitted. This may take up to 30 seconds so please be patient. Thank you 21/05/2024 Type of Position: Wealth Management Administrator - Epsom Pay: £20k - £28k Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for...

Radiology Administrator Nuffield Health Cardiff & Vale Hospital | Diagnostic Imaging | Permanent contract | Part time £23,419.50 per annum (pro rata) 18 hours per week with potential for additional hours. Our Radiology Administration team in our Nuffield Cardiff Bay Clinic currently have an opportunity for a Radiology Administrator. Continue...

**Secretary** **Location: Central Epsom - Parking available** **Salary: £27,000 - £36,000 dependant on experience** **Hours: Full time, Office based** Are you an enthusiastic Secretary eager for your next role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected client in the...