Current jobs related to Financial Planning Administrator - Reigate, Surrey - Specialist Recruit

  • Financial Planning Support Specialist

    2 weeks ago

    Reigate, Surrey, United Kingdom Blakemore Recruitment Full time

    We are seeking a skilled Financial Planning Support Specialist to join our team at Blakemore Recruitment. As a Financial Planning Support Specialist, you will provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice.The role involves preparing for client meetings, managing and...

  • Chief Financial Administrator

    3 weeks ago

    Reigate, Surrey, United Kingdom beBee Professionals Full time £45,000 - £65,000

    BeBee Professionals is seeking a Chief Financial Administrator to lead our finance team in Reigate, UK. As a key member of our leadership team, you will oversee financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies to drive business...

  • Financial Planning Assistant

    4 weeks ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Financial Planning Assistant Cameron James is working with a successful Fully Independent Financial Planning firm based in the UK. They have offices across the country. **Key Responsibilities:** * Assist with preparing advice cases for submission * Help with producing suitability reports * Research financial products * Review products **Main Tasks:** *...

  • Financial Planning Assistant

    4 weeks ago

    Reigate, Surrey, United Kingdom Cameron James Full time

    Financial Planning Assistant Cameron James is working with a successful Fully Independent Financial Planning firm based in the UK. They have offices across the country. **Key Responsibilities:** * Assist with preparing advice cases for submission * Help with producing suitability reports * Research financial products * Review products **Main Tasks:** *...

  • Financial Manager

    4 weeks ago

    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Audit and Accounts Manager OpportunityFletcher George Financial Recruitment is seeking an ambitious and experienced Accountant to join our client, an independent practice, as an Audit and Accounts Manager. This is a critical hire that will play a key role in the next 5-year growth plan.Key Responsibilities:Manage and develop a team of accounting...

  • Financial Administrator

    3 weeks ago

    Reigate, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

    Accounts Payable RoleWe are seeking a skilled Financial Administrator to join our team at Lloyd Recruitment - Epsom. The ideal candidate will have experience in a similar Finance / Accounts Payable role and possess good IT skills, including Microsoft Excel and Outlook. Key Responsibilities:• Authorisation and posting of purchase invoices monthly•...

  • Financial Services Manager

    3 weeks ago

    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Audit and Accounts Manager OpportunityFletcher George Financial Recruitment is seeking an ambitious and experienced Accountant to join our client, an independent practice, as an Audit and Accounts Manager. This is a critical hire that will play a key role in the next 5-year growth plan.The ideal candidate will have current Audit experience and a strong track...

  • Senior Financial Coordinator

    3 weeks ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Artemis Recruitment Consultants Ltd. The successful candidate will be responsible for providing administrative support to our financial services team.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with company...

  • Senior Auditor

    4 weeks ago

    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Senior Auditor OpportunityFletcher George Financial Recruitment is seeking a highly skilled Senior Auditor to join our client, a respected firm of Chartered Accountants based in Surrey. This is an excellent opportunity for an ACA or ACCA Qualified Senior Auditor to take on a challenging role and contribute to the success of the team.Key...

  • Senior Financial Manager

    3 weeks ago

    Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Audit and Accounts Manager Join a progressive and entrepreneurial firm as an ambitious Accounts or Audit and Accounts professional ready to step up to the next level. This well-regarded firm is looking to recruit an experienced Accountant to play a key position with the next 5-year growth plan. This Audit & Accounts Manager role is a critical hire. You may...

  • Experienced Financial Services Coordinator

    4 weeks ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - BansteadArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Banstead, Surrey.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with company policy and 'know your client' principles.Work with Financial Advisers to discuss client...

  • Experienced Financial Services Coordinator

    2 months ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - BansteadArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Banstead, Surrey.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with 'know your client' principles and company policy.Work with Financial Advisers to discuss client...

  • Experienced Financial Services Coordinator

    2 months ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - BansteadArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Banstead, Surrey.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with 'know your client' principles and company policy.Work with Financial Advisers to discuss client...

  • Experienced Financial Services Coordinator

    4 weeks ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - BansteadArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Banstead, Surrey.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with company policy and 'know your client' principles.Work with Financial Advisers to discuss client...

  • Experienced Financial Services Coordinator

    2 months ago

    Reigate, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Financial Administrator - BansteadArtemis Recruitment Consultants Ltd is seeking a skilled Financial Administrator to join their team in Banstead, Surrey.Key Responsibilities:Collect and collate information and data about clients, ensuring compliance with 'know your client' principles and company policy.Work with Financial Advisers to discuss client...

  • Care Administrator

    3 weeks ago

    Reigate, Surrey, United Kingdom Anchor Full time

    Job Title: AdministratorAnchor is seeking an experienced Administrator to join our team at Greenacres in Banstead, Surrey. As an Administrator, you will play a vital role in supporting the Home Manager and ensuring the smooth operation of our care home.Key Responsibilities:Implement and maintain effective administration and financial systems to meet...

  • Financial Planning Manager

    4 weeks ago

    Reigate, Surrey, United Kingdom Page Personnel Finance Full time

    Job Title: Management AccountantWe are seeking a highly skilled Management Accountant to join our team in Reigate, Surrey. Our client is a Multi Award Winning Business, recognized as one of the "Best Workplaces".Key Responsibilities:Prepare and analyze financial reports, including income and expenditure statements, to ensure accurate budget...

  • Financial Planning Manager

    4 weeks ago

    Reigate, Surrey, United Kingdom Page Personnel Finance Full time

    Job Title: Management AccountantWe are seeking a highly skilled Management Accountant to join our team in Reigate, Surrey. Our client is a Multi Award Winning Business, recognized as one of the "Best Workplaces".Key Responsibilities:Prepare and analyze financial reports, including income and expenditure statements, to ensure accurate budget...

  • Care Administrator

    4 weeks ago

    Reigate, Surrey, United Kingdom Anchor Full time

    Job Title: AdministratorAnchor is seeking an experienced Administrator to join our team at Greenacres in Banstead, Surrey. As an Administrator, you will play a vital role in supporting the Home Manager and ensuring the smooth operation of our care home.Key Responsibilities:Implement and maintain effective administration and financial systems to meet...

  • Care Administrator

    4 weeks ago

    Reigate, Surrey, United Kingdom Anchor Full time

    Job Title: AdministratorAnchor is seeking an experienced Administrator to join our team at Greenacres in Banstead, Surrey. As an Administrator, you will play a vital role in supporting the Home Manager and ensuring the smooth operation of our care home.Key Responsibilities:Implement and maintain effective administration and financial systems to meet...

Financial Planning Administrator

2 months ago

Reigate, Surrey, United Kingdom Specialist Recruit Full time

Financial Planning Administrator

**Job Summary**

We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team at a boutique Wealth Management firm near Reigate. As a key member of our administration team, you will play a vital role in supporting our financial planning advisers and paraplanners in delivering high-quality financial advice to our clients.

**Key Responsibilities**

* Prepare for client meetings by gathering and organizing relevant information and documents
* Manage and process pre-sale and post-sale administration tasks to ensure cases are progressed efficiently
* Create and update client records, including adding new clients to our intelligent office database and maintaining accurate policy information
* Assist with the preparation of reports, including fund switches, reviews, and new business submissions
* Support the specialist paraplanner with investment strategy administration as required
* Provide general administrative support to the team when needed

**Requirements**

* Minimum of 12 months to 2 years' experience in a Financial Planning Advisers environment
* GCSE English and Math's (C or above)
* Strong understanding of the financial planning process and analytical skills

**What We Offer**

* A dynamic and supportive work environment
* Opportunities for professional growth and development
* A competitive salary and benefits package

**How to Apply**

If you are a motivated and organized individual with a passion for financial planning, please submit your application.