Senior Administrator to Senior IFA Position

1 day ago


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 Benefits

The successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory Pension, Private Medical Insurance (PMI), Income Protection (IP), Disability Income Scheme (DIS), and annual bonuses that are discretionary and performance-related.

Job Description

This role involves providing administrative support to the directors and paraplanners, incorporating both individual and group administration tasks. Key responsibilities include:

  • Obtaining quotes and illustrations for clients
  • Using XPlan software, including fee reconciliation, with proficiency
  • Liaising with clients and providers verbally and in writing
  • Administering ISAs, Investment Bonds, VCTs, Group and Individual Pensions, Life, PHI, and PMI products
  • Proficiency in using Excel and other Microsoft applications

Located in a modern office setting, our client offers a friendly working environment and is a professional, well-established HNW IFA with a fantastic reputation built over the years.



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

  • Senior Accountant

    1 day ago


    Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    Hays Senior Finance is seeking a skilled Tax Senior to join their team. The ideal candidate will have experience within a Private Client team in practice and possess excellent communication skills and the ability to work effectively in a team environment.Responsibilities include:Managing a portfolio of over 500 clientsWorking as a senior member of the tax...


  • Guildford, Surrey, United Kingdom Fleming Farms Senior Living Full time

    Fleming Farms Senior Living requires an experienced Senior Maintenance Technician to join their team in Surrey Region. The estimated salary for this position is £40,000 - £50,000 per annum.As a Senior Maintenance Technician, you will undertake routine and corrective maintenance of traffic signal assets, ancillary equipment, and highways systems. This...

  • Senior Finance Leader

    3 weeks ago


    Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About the RoleYou will be joining a well-established group based in Surrey as part of their key finance team.Reporting to the FD, you will be taking on a contract role to help develop the group function and ensure the structure, processes, procedures and team layout are geared up for growth. This is a key role with a mix of exciting projects as well as...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    We are seeking an experienced Tax Senior to join our team at Hays Senior Finance. As a key member of our Private Client team, you will be responsible for managing a portfolio of over 500 clients and working closely with juniors and reporting to the manager.Key responsibilities include:Assisting in the management of the Private Client PortfolioWorking as a...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    Your new company is a modern accountancy practice based in Guildford, offering on-site parking and flexible work options. They are seeking a Tax Senior, part or fully qualified, to join their team as a senior member, assisting in the management of the Private Client Portfolio (over 500 clients) and working closely with juniors and reporting to the manager.As...


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

    2i Recruit Ltd is seeking a seasoned Senior Accounting Executive to join our team. As an experienced professional in accounting and audit, you will be responsible for directing and overseeing junior team members, reviewing their work and providing coaching and mentoring support.Your key responsibilities will include managing all aspects of accounting and...


  • Guildford, Surrey, United Kingdom Hays Senior Finance Full time

    About Hays Senior FinanceHays Senior Finance is a reputable accountancy practice that prioritizes client satisfaction through exceptional service and relationship-driven approach.Your New RoleManage a diverse portfolio of clients from various sectors and sizes, providing tailored accounting and tax solutions.Prepare and submit accounts and tax returns for...


  • Guildford, Surrey, United Kingdom RSM Full time

    Job Title: Senior Administrative SecretaryWe are seeking a highly organized and detail-oriented Senior Administrative Secretary to join our Corporate Secretarial team in Guildford.About UsRSM is a leading provider of audit, tax, and consulting services. Our Consulting team brings together multiple teams across Transactions, Risk & Consulting, ABA, and...


  • Guildford, Surrey, United Kingdom ProTalent Limited Full time

    Job OverviewWelcome to ProTalent Limited, a thriving small/medium-sized accountancy firm in Guildford. We are seeking a skilled Senior Financial Administrator to join our team as a proactive Bookkeeper/Semi-Senior. In this role, you will be responsible for maintaining accurate financial records, raising invoices, conducting bank reconciliations, setting up...


  • 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 Home Instead Senior Care Full time

    We are seeking a compassionate and caring individual to join our team as a Live In Care Assistant in Guildford. As a Care Companion, you will provide non-medical support to enable clients to live independently in their own homes.This role involves living with a client and assisting them with daily tasks, such as personal care, meal preparation, and light...


  • Guildford, Surrey, United Kingdom Fleming Farms Senior Living Full time

    Fleming Farms Senior Living is seeking a skilled Maintenance Engineering Specialist to join their team in Surrey Region. The estimated salary for this position is £35,000 - £45,000 per annum.As a Maintenance Engineering Specialist, you will undertake routine and corrective maintenance of traffic signal assets, ancillary equipment, and highways systems....


  • Guildford, Surrey, United Kingdom Office Angels Full time

    Job OverviewAn exciting opportunity has arisen for a Senior Legal Administrator to join a leading legal firm in Guildford.


  • Guildford, Surrey, United Kingdom Fleming Farms Senior Living Full time

    We are looking for a highly skilled Traffic Signal Engineer to join our team in the Surrey Region. The estimated salary for this position is £38,000 - £48,000 per annum.As a Traffic Signal Engineer, you will be responsible for commissioning traffic signal installations, undertaking maintenance and inspection of traffic signal assets, and performing routine...


  • Guildford, Surrey, United Kingdom Carlton Recruitment Solutions Ltd Full time

    About the Opportunity:We are seeking a skilled Senior Accounts Administrator to join our team at Carlton Recruitment Solutions Ltd.This is a unique chance to gain experience in a prestigious client opportunity and work within a forward-thinking and friendly Accounts department.Key Responsibilities:Reconcile office and client bank statements, ensuring...


  • Guildford, Surrey, United Kingdom Howett Thorpe Full time

    About Our Company:We are a leading UK firm looking for a seasoned Senior Account Administrator to manage client portfolios and carry out daily bookkeeping duties. As part of our team, you will develop your skills in bookkeeping software and best practices.Responsibilities:Oversee and manage client portfolios effectivelyExecute daily bookkeeping tasks and...


  • Guildford, Surrey, United Kingdom Tate Full time

    Job Title: Administrative Assistant - GuildfordWe are seeking a highly motivated and detail-oriented individual to join our team as an administrative assistant. This is an excellent opportunity to work in a leading professional services firm based in the South East of England.About the Role:This role involves providing administrative support to senior...


  • Guildford, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    About the RoleThis Senior Accounting position offers a unique blend of challenge and reward for a skilled accountant looking to progress their career. As a key member of our client's team, you will be responsible for maintaining accurate financial records, preparing VAT returns and management accounts, and producing year-end accounts.Key Skills and...


  • Guildford, Surrey, United Kingdom Madisons Recruitment Ltd Full time

    Job Title: Senior Landscape Architect PositionAbout the Role:Madisons Recruitment Ltd is seeking a highly skilled Senior Landscape Architect to join our team. As a Senior Landscape Architect, you will be responsible for leading and overseeing projects from design to delivery.About You:We are looking for an experienced landscape architect with a proven track...