Financial Services Pension Administrator

Key ResponsibilitiesIn this critical role as a Financial Planner at Financial Divisions, you will oversee the management of existing HNW client relationships, aiming to deliver seamless service and excellent outcomes. Leveraging your expertise in advanced financial planning, you will advise clients on portfolio optimization, estate planning, and other...

About the RoleThe Financial Divisions are seeking a highly skilled HNW Financial Manager to join their team. As a Senior Wealth Advisor, you will be responsible for managing a portion of the CEO's existing book of business, working with complex High Net Worth (HNW) cases.This is a servicing role that requires gravitas and expertise in financial planning. You...

About the CompanyOur client is a boutique Chartered IFA firm based in Leatherhead/Epsom, Surrey. They offer whole of market financial advice to high net worth individuals and families across Surrey, Sussex, Kent, and London.The business places exceptional client service and satisfaction at the top of their priorities with a very high rate of client...

About the OpportunityA unique chance to join Financial Divisions as a Financial Planner has arisen, focusing on managing a portion of the existing business. As a key member of the team, you will work closely with clients to provide tailored financial advice, utilizing your knowledge of whole-of-market solutions and cutting-edge financial strategies.You will...

Are you a skilled and experienced financial professional looking for a new challenge? We are seeking a Chartered Financial Consultant to join our team and contribute to the growth and success of our boutique Chartered IFA firm.In this role, you will be responsible for providing expert financial advice to high net worth individuals, businesses, and families,...

Fletcher George Financial Recruitment seeks a skilled Senior Accounting Manager to drive growth in a key business area. As part of a dynamic and evolving leadership team, you will assist in developing the Business Services and Outsourcing offering.Key Responsibilities:Lead and support a growing team of Accountants.Prepare and review statutory accounts for...

Key ResponsibilitiesProvide administrative support to our Chartered Financial AdvisersPrepare reports and presentations for client meetingsConduct research and analysis to inform adviser decisionsAssist in the development of marketing materialsWe are looking for an individual who is studying towards their Level 4 Diploma in Financial Services and has...

A Trust Accountant is sought by Fletcher George Financial Recruitment to join their team in Leatherhead, Surrey. This is an exciting opportunity for a qualified professional to work with a leading firm of Chartered Accountants and Tax Advisers.About the JobThe successful candidate will be responsible for preparing trust accounts and tax returns for UK and...

Financial Planner vacancy Boutique Chartered IFA firm Servicing role, managing existing HNW clients from CEO £600k - £8m per caseManage 80 - 100 clients £70k - £90k basic salary plus bonuses on new business written My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member 2 staff....

At Heat Recruitment Ltd, we're looking for a skilled and ambitious individual to join our team as a Financial Planning Administrator. This role is perfect for someone who wants to work one-on-one with experienced professionals in the financial industry.About the RoleProvide administrative support to financial advisers, ensuring seamless day-to-day...

Are you a seasoned professional with a passion for delivering exceptional results? Do you have a deep understanding of pension governance and business improvement? If so, we want to hear from you!Aptia Group is seeking an experienced Pension Administration Director to join their team in Leatherhead, UK.The estimated annual salary for this role is £70,000 -...

Accounts Supervisor RoleWe are seeking a highly skilled and experienced Accounts Supervisor to join our team in Surrey. This is an excellent opportunity for a qualified accountant with practice experience to work closely with the senior management team.About the RoleThis challenging and varied role involves managing client portfolios, developing junior...

Become a key member of our team as a HNW Case Manager and take advantage of this exciting opportunity to work with a prestigious boutique Chartered IFA firm.In this role, you will be responsible for managing a portfolio of high net worth clients, providing expert advice on investments, pensions, tax planning, and other financial matters.With a competitive...

Job OverviewAs a seasoned Financial Planner, you will be responsible for managing an existing book of business from the CEO, requiring expertise in handling complex high-net-worth cases. This servicing role is focused on leveraging industry knowledge to provide expert financial advice to clients with assets ranging from £600k to £8m.Key...

Fletcher George Financial Recruitment is looking for a highly skilled Financial Operations Specialist to join their team. This is an excellent opportunity for someone with sound accounts preparation skills and up-to-date UK GAAP knowledge.About the FirmWe offer audit, accounting, and tax services to corporate and personal clients, including service-based,...

Role OverviewThe position of Financial Planner has become available within the esteemed Financial Divisions, a leading boutique Chartered IFA firm. This servicing role entails managing an existing book of business from the CEO, comprising clients with assets ranging from £600k to £8m.Servicing 80-100 high-net-worth (HNW) individuals, you will leverage your...

About UsPremium Credit Limited provides insurance premium finance and various other services to over 5 million customers through nearly 3000 partners in the UK and Ireland.We strive to create a supportive work environment where employees can grow professionally and personally.Compensation and PerksThe Agency Setup Specialist position comes with an attractive...

Role SummaryWe are seeking an experienced Financial Planner to join our team at Financial Divisions, a leading wealth planning firm. As a servicing role, you will be responsible for managing a significant portion of the CEO's existing book of business, consisting of high-value cases with assets between £600k and £8m.The ideal candidate will have a strong...

Job OverviewA leading financial services firm is seeking an experienced Financial Accounts Specialist to join their team. As a key member of the accounting department, you will be responsible for preparing annual statutory accounts, monthly management accounts, and cash flow forecasts.The successful candidate will have strong accounting IT skills, previous...

Job Title: Financial Administrator ProfessionalWe are seeking a highly skilled and experienced Financial Administrator Professional to join our dynamic team at Austin Fraser. As a key member of our finance department, you will be responsible for managing various financial tasks, including sales invoicing, payment applications, and credit notes.This exciting...