HNW IFA Support Specialist
2 weeks ago
Our client is a highly respected, ultra-high net worth Independent Financial Adviser (IFA) based in Central Surrey. With a long history of delivering exceptional results, they have built a reputation for being one of the most trusted and reliable financial services companies in the area.
As a Senior Administrator, you will be part of a dynamic team that is passionate about providing outstanding service to their clients. You will have the opportunity to work closely with experienced professionals who are dedicated to helping individuals achieve their financial goals.
The company offers a comprehensive range of financial services, including investment advice, pension planning, and tax planning. They pride themselves on their commitment to excellence, professionalism, and customer satisfaction.
The role will involve providing administrative support to the directors and paraplanners, including data entry, document management, and other tasks related to new business processing.
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Senior Administrator
2 weeks ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFABased: Central Surrey (Guildford)Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...
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Senior Administrator
4 hours ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFABased: Central Surrey (Guildford)Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...
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Senior Administrator
2 weeks ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFA Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client...
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Senior Administrator
3 weeks ago
Guildford, United Kingdom Lloyd Recruitment - Epsom Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...
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Senior Administrator
3 weeks ago
Guildford, United Kingdom CV-Library Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...
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Senior Administrator
2 hours ago
Guildford, United Kingdom Lloyd Recruitment - Epsom Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...
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Guildford, United Kingdom Lloyd Recruitment Limited Full timeJob DescriptionSenior Administrator - Ultra HNW IFABased: Central Surrey (Guildford)Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high...
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Lloyd Recruitment Limited | Senior Administrator
2 weeks ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...
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Senior Administrator to Senior IFA Position
2 weeks ago
Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeOur client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey, is seeking an experienced Senior Administrator to provide high-level support to their team of advisors.Salary and BenefitsThe successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory...
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Ultra HNW IFA Operations Coordinator
2 weeks ago
Guildford, Surrey, United Kingdom Lloyd Recruitment Limited Full timeAbout Us: Lloyd Recruitment Limited is a leading recruitment agency specializing in placing candidates in high-net-worth Individual Financial Advice (IFA) roles. We are committed to delivering exceptional results for our clients and candidates, and we are proud of our reputation for integrity, professionalism, and expertise.The Role:We are seeking a highly...
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Senior Financial Advisor
2 days ago
Guildford, United Kingdom Reed Insurance Full timeI am representing a much admired IFA firm with longstanding history and strong reputation in the heart of Surrey. The client employed 6 IFA's currently and have a burgeoning client bank consisting of mainly HNW at or approaching retirement individuals and OMB's. To continue their growth they are keen to speak to experiencedIFA's to whom they will offer...
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Ifa Administrator
1 week ago
Guildford, United Kingdom Mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment?A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team.This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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Ifa Administrator
3 days ago
Guildford, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a highly regarded Financial Planning practice in Chatham who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. **Responsibilities** The IFA...
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IFA Administrator
2 weeks ago
Guildford, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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IFA Administrator
2 weeks ago
Guildford, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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IFA Team Support and Administration Specialist
2 weeks ago
Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeA vacancy exists for a senior administrator position within a reputable ultra-high net worth Individual Financial Advisor (IFA) firm based in Central Surrey.About the RoleThis role requires an experienced administrator to support the directors and paraplanners in various tasks, including individual and group administration, quote gathering, and product...
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HNW Wealth Management Specialist
2 weeks ago
Guildford, Surrey, United Kingdom JMC Legal Recruitment Full timeRole OverviewThis is a fantastic opportunity for a Private Client Solicitor to join a well-established regional practice in Guildford. The firm has a strong reputation for providing exceptional service to its high net worth clients and is looking for a talented individual to help drive its continued success.The ideal candidate will have 3+ years of...
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Ifa Administrator
7 months ago
Guildford, United Kingdom Cranleigh Personnel Full time**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...
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IFA Administrator
2 weeks ago
Guildford, UK, Surrey, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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Ifa Administrator
7 months ago
Guildford, United Kingdom Cranleigh Personnel Full time**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...