IFA Team Support and Administration Specialist

2 days ago


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

A 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 Role

This role requires an experienced administrator to support the directors and paraplanners in various tasks, including individual and group administration, quote gathering, and product administration.

The ideal candidate will possess strong organizational skills, excellent communication abilities, and proficiency in using Microsoft Office applications, particularly Excel.

We offer a remuneration package of £30-35,000 per annum, plus a range of benefits, including contributory pension, private medical insurance, income protection, disability income scheme, and performance-based bonuses.

Our client values a team-oriented environment and seeks a dedicated professional who can make a positive contribution to the company's growth and success.


  • IFA Administrator

    4 hours ago


    Guildford, UK, Surrey, United Kingdom mbf Full time

    Are 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...


  • Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

    Our 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...


  • Guildford, Surrey, United Kingdom CV-Library Full time

    OverviewLloyd Recruitment - Epsom is seeking a skilled Administrative Support Specialist to join their Investment Services department. This role will involve providing administrative assistance to the sales team, ensuring seamless day-to-day operations and contributing to the company's success.


  • Guildford, Surrey, United Kingdom Catalystsupport Full time

    Catalyst Support, a non-profit organisation based in Guildford for over 30 years, is seeking an Administrative Support Specialist to join their Business Support team. The successful candidate will provide administrative support for various functions and undertake administrative duties to ensure the smooth running of the organisation.Key...


  • Guildford, Surrey, United Kingdom Page Personnel Sales Full time

    About Our CompanyWe are seeking a skilled Administrative Support Specialist to join our team based in Guildford. The ideal candidate will have experience in a similar role and be able to provide full administrative support to our team.Key ResponsibilitiesProvide exceptional telephone customer serviceMaintain client data on databases and portalsHandle daily...


  • Guildford, Surrey, United Kingdom BDO LLP Full time

    About Us: BDO LLP is a respected firm in the UK, operating from multiple locations and part of a global network of professionals. Our clients are high-growth businesses that drive the economy.Role Summary: As an Administrative Support Specialist, you will be responsible for planning and organizing projects, ensuring seamless operations, and providing...


  • Guildford, Surrey, United Kingdom Guildford Borough Council Full time

    We are seeking an Administrative Support Officer to join our team. This is a fantastic opportunity for someone who is looking to start or continue their career in HR and administration.About the RoleThis is a full-time, fixed-term position until 31/12/2024. As an Administrative Support Officer, you will be responsible for providing administrative support to...


  • Guildford, Surrey, United Kingdom THE CHARALLE GROUP Full time

    Support Administrator for Facilities TeamThe Charalle Group is seeking a highly organized and efficient Support Administrator to join their facilities team in Guildford. The successful candidate will be responsible for providing day-to-day support across various areas, including reception, post-room activities, general administration, and facilities...


  • Guildford, Surrey, United Kingdom Red Recruit Full time

    A new opportunity has arisen for a Removals Administrator Specialist to join our client, a leading removals company based in Surrey. Reporting to the Director of Commercial Moving, as Removals Administrator Specialist you will be responsible for providing sales, bid and operational admin support to the company's Business Relocation Division. On a day-to-day...


  • Guildford, Surrey, United Kingdom LawChoice Recruitment Agency Limited Full time

    Are you looking for a new challenge in administration? We are seeking an Office Support Specialist to join our client's team at LawChoice Recruitment Agency Limited. As an Office Support Specialist, you will be responsible for providing administrative support to the lawyers and Partners, including file management and general administrative tasks.The...


  • Guildford, Surrey, United Kingdom THE CHARALLE GROUP Full time

    Job Title: Legal AssistantAn exciting opportunity to join our Commercial Property team as a Legal Assistant, providing administrative and secretarial support to our Fee Earners.About the RoleWe are seeking an enthusiastic and knowledgeable individual to join our team as a Legal Assistant. As a key member of our Commercial Property department, you will be...


  • Guildford, Surrey, United Kingdom 2i Recruit Ltd Full time

    We are seeking a skilled Investment Administration Specialist to join our team at 2i Recruit Ltd in Guildford. As an Investment Administrator, you will play a critical role in supporting the sales team with administration tasks, including preparing letters and reports, maintaining client databases, and researching investment funds.RequirementsMinimum CF...


  • Guildford, Surrey, United Kingdom Jago Consultants Full time

    Job OverviewJago Consultants is seeking an Automotive Administration Specialist to join our team in Guildford. As a key member of our aftersales department, you will be responsible for supporting our front-line team with administrative duties.ResponsibilitiesTake incoming booking calls, provide service quotes, and reserve loan cars/collection...


  • Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

    We are looking for a highly skilled Senior Administrator to join our team at Lloyd Recruitment - Epsom, supporting our client, a leading ultra-high net worth Individual Financial Advisor (IFA) based in Central Surrey.Key ResponsibilitiesThe successful candidate will be responsible for:Supporting the directors and paraplanners in various administrative...


  • Guildford, Surrey, United Kingdom CV-Library Full time

    Job SummaryWe are seeking a highly skilled Executive Assistant to support our client on a 6-month maternity contract. The successful candidate will have the opportunity to work with a prestigious company in the engineering industry, gaining exposure to a wide range of projects and interacting with professionals at all levels.The role involves acting as a...


  • Guildford, Surrey, United Kingdom AJ Chambers ® Full time

    AJ Chambers ® is seeking a highly skilled Client and Service Delivery Assistant to join our team in Guildford.The successful candidate will have a minimum of 6 months of administration experience and a solid customer service centric work ethic.This role involves developing solutions to provide an exceptional service at all times, updating service users on...


  • Guildford, Surrey, United Kingdom RAMSAC Limited Full time

    About the RoleWe are looking for an experienced Accounting Support Specialist to join our dynamic finance team at Ramsac Limited. As a key member of the team, you will be responsible for raising sales invoices, managing client account administration, and completing daily bank account reconciliations.The ideal candidate will possess a solid understanding of...


  • Guildford, Surrey, United Kingdom Sussex Police Full time

    We are seeking dedicated and organized administrative support assistants to join our Investigation Teams at Guildford Police Station or Surrey Police Headquarters. This is an excellent opportunity for individuals who enjoy working in an office environment and are proficient in Microsoft programs.As an administrative support assistant, you will be responsible...


  • Guildford, Surrey, United Kingdom Merrow Park Surgery Full time

    Job OverviewMerrow Park Surgery is seeking a highly motivated and organized Administrative Support Assistant to join our Patient Services Team. This is an exciting opportunity to work in a dynamic and supportive environment, providing exceptional patient care and administrative support.About the RoleThe successful candidate will possess excellent...


  • Guildford, Surrey, United Kingdom Stour Bay Partnership Limited Full time

    Key ResponsibilitiesProvide administrative support to Partners and fee earners, including managing diaries, preparing correspondence, and coordinating meetings.Lead and manage a team of administrative staff, providing guidance, training, and performance management.Develop and implement processes to improve the efficiency and effectiveness of our internal...