Financial Administrator/junior Paraplanner

A boutique financial planning firm in Epsom seeks a motivated Junior IFA Administrator. The role involves comprehensive training in IFA administration, working with experienced advisers. Candidates will receive full study support towards the Level 4 Diploma (DipPFS) to pave the way to becoming a qualified Paraplanner. This position promotes hands-on...

**Junior Financial Planning Administrator - IFA Firm with HNW clients - £24k - Epsom (Surrey) + Bonus + Full Study Support Package** Are you a recent Graduate or Junior Financial Administrator with aspirations to work in wealth management/financial planning? Do you have some basic financial service experience or possibly an internship within a financial...

OverviewProgression: Full study support & clear pathway to ParaplannerAre you looking to break into the wealth management industry with a firm that will genuinely invest in your future? This is an exceptional opportunity to join a highly respected boutique financial planning business based in Epsom, renowned for delivering high-quality, whole-of-market...

My client is a boutique wealth planning practice based near Sutton/Epsom who have been operating for 25+ years. I have placed staff with this business - they have an excellent reputation providing very solid financial advice to private clients who are Cityprofessionals, families, business owners retirees and accumulators. This business has a team of 3...

Independent Financial Planner VacancyEpsom offices (Surrey)£70k - £80k basic salary with bonuses on topManage an existing client bank of £25m AUM (50 clients)My client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees,...

Independent Financial Planner VacancyEpsom offices (Surrey)Manage £25m AUM client bank (50 clients)£70k - £80k basic salary with bonuses on topMy client are a Chartered independent wealth planning firm with offices across the UK who I have met and placed 20+ members of staff with. They offer whole of market financial advice to HNW retirees, accumulators,...

Job Description Well established IFA practice, with an outstanding reputation for giving clear and concise advice to clients making retirement plans is looking for an additional individual to join their team Duties include : Initially the role will be assisting the office manager with the implementation of a new back-office system, this will involve...

Well established IFA practice, with an outstanding reputation for giving clear and concise advice to clients making retirement plans is looking for an additional individual to join their teamDuties include:Initially the role will be assisting the office manager with the implementation of a new back-office system, this will involve transferring data and...

**Job Title/Location**: Senior Pensions Administrator, Surrey/WFH - **Salary**: £negotiable + average bonus c.7.5% (£2,250) + pension contribution to 13% (c.£3,900) - **Office/WFH**: 1-2 days office based per week, the majority of your time being WFH - **Requirements**: Previous DC, DB or SIPP pensions administration experience - **Role Snapshot**:...

_**Mortgage Administrator - Epsom, KT18**_ - Ignite Financial services are seeking a Full 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 grow...