Financial Planning Administrator

Junior IFA Administrator (Career Progression to Paraplanner) Guildford Up to £45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you a Junior IFA Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career where you can...

I am currently working with a leading National Wealth Manager with offices in Guildford who are actively seeking an Financial Planning Administrator to join their very successful team. You will be working alongside the company directors/advisers and other members of staff to support the business and their clients. The role would include general IFA admin...

Our Client is a Financial Planning practice based in Guildford. Their business specialise in providing a complete range of wealth management and personalised financial planning services to clients within the local area. As a key part of this small office team you will be highly efficient, organised, and be able to multi-task and prioritise tasks...

A growing wealth management company in Guildford is seeking a Junior IFA Administrator eager to progress into paraplanning. This role involves managing and assisting staff, alongside supporting their financial planning responsibilities. The ideal candidate will have experience in financial administration and be looking for opportunities for training and...

We are currently working with a National Wealth Management organisation to recruit an experienced Wealth Management Administrator to join their Guildford office. Our client is offering a hybrid working model with either 2 in the office and 3 from home, orvice versa. Our client are a highly reputable Financial Planning organisation with offices across the...

A well-established Independent Financial Advisor in Godalming is seeking an experienced Financial Planning Administrator to support their advisory team. The ideal candidate will manage client financial details, conduct onboarding and AML checks, and assist in preparing necessary documentation. Prior experience in financial administration and knowledge of...

**Administrator - up to £25K per annum.** Are you seeking a busy administrator role? Do you have a desire to be an integral part of a successful business? We are looking to employ an accomplished Administrator to join our team. You will provide day to day administration to help the directors of the company serve their clients in providing high quality...

With exciting growth plans my client is now recruiting for several new opportunities. The first role they are looking to recruit to be based from the Petersfield or Farnham office will be an additional Financial Planning administrator to help with the currentworkloads. The role will suit anyone who has worked within the IFA sector in Administration, or...

A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team.Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth clients including professionals, business owners, retirees,...

Financial Administrator (Paraplanning) Guildford 35,000 to 45,000 + Company Pension + Company Training + Study Support + Health Scheme + Good Work Life Balance + More Are you an Financial Administrator or similar, with experience in paraplanning, financial planning or similar, looking to take the next step into your career into a supervisory position with a...