Administrator

3 weeks ago


Epsom, United Kingdom Lloyd Recruitment - Epsom Full time

Experienced Administrator

£28k -£35k (dependent on experience)
Company pension
Bonus scheme
Permanent - Full TimeOur client, a successful family-run business based near Epsom, are searching for an experienced administrator to join their boutique wealth management firm.

This is a fantastic opportunity to become part of a close-knit team that values company culture as highly as the work itself.

As a growing business, they are consistently onboarding new clients and reviewing existing ones, creating a need to expand their admin team to support this continued growth.

Responsibilities:

Provide admin support within wealth management, assisting with case processing.
Work with back-office systems such as X-Plan, Intelliflo, FE Analytics, and Cashcalc.
Manage provider platforms and ensure smooth processing of investments, pensions, and portfolios.
Support in areas like Equity Release, mortgages, IHT planning, and protection.
Apply your knowledge of FCA rules and financial services operations.Skills & Experience:

Strong technical knowledge of pensions, tax-efficient investments, and portfolios.
Proven experience in wealth management admin support.
Excellent IT skills and the ability to work with complex systems.
Outstanding communication skills.

Refer a friend and earn up to £500

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

ME14520


  • Administrator

    7 months ago


    Epsom, United Kingdom Typhoon Recruitment Full time

    With over 30 years’ experience creating and building innovative space solutions using movable walls and sliding folding partitions, this leading manufacturer and installer are now looking for an experienced and enthusiastic Sales Administrator, to share their passion for quality and success. **ROLE: SALES ADMINISTRATOR** **LOCATION**: Based in...

  • Administrator

    6 months ago


    Epsom, United Kingdom Kent Recruitment Bureau Full time

    Epsom | On premise | £10 - £12 per hour Temporary | Full-time | AD351 We have an immediate need for a bright and meticulous individual to support the HR Manager at this busy secondary school. You will be responsible for all administrative duties to help the smooth running of the HR department. **Administrator Duties include**: - Scanning documents -...

  • Administrator

    2 weeks ago


    Epsom, United Kingdom Lloyd Recruitment - Epsom Full time

    Administrator£24,000 basic +bonuses +benefits packages - some clients also have free parking availableLeatherhead, Dorking, EpsomWe have a number of administration roles we need to fill for clients based in the immediate local areas.Duties will include:Handling department telephone calls and enquiriesManaging emails and responsesBooking and rescheduling...

  • Administrator

    6 months ago


    Epsom, United Kingdom TLP Consultancy Ltd Full time

    **Remarketing Administrator** - £26,500 + performance bonus - Permanent - Near Epsom (due to location own transport is beneficial) - Hybrid working (head office / remote split - 3 days a week in the office) - Generous benefits package (Birthday voucher, pension contribution, access to car scheme, discounted onsite gym membership, subsidised hot food and...

  • Administrator

    2 months ago


    Epsom, United Kingdom CV-Library Full time

    Administrator £24,000 basic +bonuses +benefits packages - some clients also have free parking available Leatherhead, Dorking, Epsom We have a number of administration roles we need to fill for clients based in the immediate local areas. Duties will include: Handling department telephone calls and enquiries Managing emails and responses Booking and...

  • Administrator

    7 months ago


    Epsom, United Kingdom Wilsons Automobiles Full time

    Who are we? Wilsons, established in 1904 by Harold Wilson as a driving school, Wilsons Epsom has evolved into the largest new and used car supermarket in the South of England. We sell eleven new car brands as well as having over 1,000 used cars on site. **Administrator** **Competitive Salary** **45 Hours per week 8am - 6pm** The main responsibility of...

  • Warranty Administrator

    7 months ago


    Epsom, United Kingdom Perfect Placement Automotive Recruitment Full time

    **Warranty Administrator - Epsom** **Salary: up to £33,280 Basic + £3k Bonus** **Working Hours: Monday to Friday 7.30 - 5.30pm - No weekend working** Our client, a family run multi-brand dealer situated in the Epsom area, require a Automotive Warranty Administrator to join their business due to retirement. Reporting to the Service Manager and working as...

  • Ifa Administrator

    6 months ago


    Epsom, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator** **Epsom - Up to £29,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As an...

  • Ifa Administrator

    7 months ago


    Epsom, United Kingdom Cranleigh Personnel Full time

    **Title: Wealth Planning / IFA Administrator -** **Epsom - Up to £30,000** **Job Summary**: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an exciting opportunity for you. Our client, a boutique independent wealth planning company in Epsom, is looking for a talented and proactive administrator to join their team. As...

  • Mortgage Administrator

    7 months ago


    Epsom, United Kingdom Ignite Financial Services Full time

    _**Mortgage Administrator - Epsom, KT18**_ - Ignite Financial services are seeking a Full or Part Time _**Mortgage Administrator **_to join an Appointed Representative firm (AR) of PRIMIS Mortgage Network’s Mortgage Advisory operation based in _**Epsom, Surrey**_._ - We are an award winning and successful Mortgage & Protection advisory business looking to...


  • Epsom, United Kingdom Nuffield Health Full time

    Administrator Warwickshire Hospital | Administration | Permanent Contract | Part Time Up to £24,000.00 Pro rata depending on experience 24 hours per week Shift Information - A vailability required for various shifts between 8.00am-6.00pm Monday - Friday . Are you a confident and customer-focused administrator, who’s passionate about great...

  • Administrator

    2 months ago


    Epsom, United Kingdom CV-Library Full time

    A superb opportunity to join our client as a Temporary Administrator until March 2025! This is a varied role within an amazing organisation offering a great working environment, free parking, etc and they are looking for somebody to start asap! Duties will include:- Dealing with B2B customers on a daily basis regarding their orders. Providing detailed...

  • Administrator

    7 months ago


    Epsom, United Kingdom NHS Professionals Full time

    **Join Our Team as an Administrator** **Location**: KT17 4QJ **Hours**: 37.5 per week, Monday - Friday, 9AM - 5PM **Trust**: Surrey & Borders Partnership NHS Foundation Trust **Banding**: Band 3 £13.07ph Are you organized, detail-oriented, and passionate about making a difference in the NHS? We are looking for a dedicated **Administrator **to join our...


  • Epsom, Surrey, United Kingdom Epson and Stelier University Hospital NHS Foundation Trust Full time

    **Job Overview:**We are seeking an experienced Administrative Coordinator to join our team at Epson and Stelier University Hospital NHS Foundation Trust. As a key member of our administrative team, you will play a vital role in ensuring the smooth operation of our Home First Service.Key Responsibilities:Coordinate the Home First HUB inbox, patient trackers,...

  • Medical Administrator

    2 weeks ago


    Epsom, Surrey, United Kingdom Austin Fraser Full time

    Job Title: Medical AdministratorWe are seeking a skilled Medical Administrator to join our team at Austin Fraser. As a key member of our hospital services, you will play a vital role in ensuring the smooth operation of our medical administration department.Key Responsibilities:Coordinate and schedule appointments for patients, utilizing your exceptional...


  • Epsom, United Kingdom TLP Consultancy Ltd Full time

    **Remarketing Administrator** - £26,500 - Initial 12 month fixed term contract - Near Epsom (due to location own transport is beneficial) - Hybrid working (head office / remote split - 3 days a week in the office) - Generous benefits package (Pension, Birthday voucher, discounted onsite gym membership, subsidised Café and Canteen, 25 days holiday + all...

  • Administrator

    2 months ago


    Epsom, United Kingdom Adecco UK Limited Full time

    A superb opportunity to join our client as a Temporary Administrator until March 2025! This is a varied role within an amazing organisation offering a great working environment, free parking, etc and they are looking for somebody to start asap! Duties will include:-Dealing with B2B customers on a daily basis regarding their orders.Providing detailed...

  • Administrator

    3 weeks ago


    Epsom, United Kingdom CV-Library Full time

    Experienced Administrator £28k -£35k (dependent on experience) Company pension Bonus scheme Permanent - Full TimeOur client, a successful family-run business based near Epsom, are searching for an experienced administrator to join their boutique wealth management firm. This is a fantastic opportunity to become part of a close-knit team that...


  • Epsom, United Kingdom House Recruiting Full time

    Lettings Administrator (Estate Agent)Basic: upto £32,000 based on experienceMonday to FridayThis is a good opportunity for a Lettings Administrator to join a successful Estate Agency in Epsom.The role will be varied, fast paced and challenging. You will be working alongside the Lettings Team, supporting them during a significant period of growth for the...

  • Mortgage Administrator

    7 months ago


    Epsom, United Kingdom PRIMIS Mortgage Network Full time

    Job Profile: **Mortgage Administrator - Full Time - Epsom** **PRIMIS Mortgage Network** are seeking a Full Time experienced **Mortgage Administrator **to join an incredibly highly successful partner firm of PRIMIS Mortgage Network’s Mortgage Advisory operation whom are based in offices in Epsom **.** Our highly valued AR partner are a dynamic, highly...