Ifa Administrator

**Job Title/Location**: Senior IFA Administrator, Surrey/WFH - **Salary**: c.£35,000 - **WFH**: 3-4 days p/w in the office + 1-2 days p/w WFH - **Requirements**: Previous administration experience within an IFA/wealth management business - **Role Snapshot**: Preparing new business & client review packs, preparing protection quotes, liaising with/chasing...

IFA Administrator - Godalming £27,000 - £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role...

**Overview** My client, a niche wealth management firm who pride themselves on a carefully honed advisory service built up over many years, delivers successful outcomes to both Private and Corporate Clients providing advice on many matters from Tax to Estate planning.They are currently looking to add an experienced IFA Administrator to their business to...

IFA Administrator - Godalming£27,000 - £37,000A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment.The role is...

Successful financial services practice who are industry leaders for the pension advice they have been providing for over 30 years have a opening in their Godalming based office. As the Senior Wealth Administrator you will be dealing directly with financial planners and clients on different products relating to pensions, investments, life assurance and...

IFA Administrator – Godalming £27,000 – £37,000 A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The...

IFA Administrator – Godalming £A well-established Financial Planning firm in Godalming is seeking an Administrator to join its Client Support team. This is an excellent opportunity to build a career in financial services, working closely with Advisers, Paraplanners, and Team Leaders in a collaborative and professional environment. The role is fully...

Are you a Financial Administrator working within a financial planning or advice practice? Are you looking for a new role with a medium sized practice? Does working in a very client centric business and providing a very personable service to clients soundappealing? My client, is a wealth planning practice based outside Godalming who have been operating for...

**Graduate - Financial Planning Assistant - Godalming - Wealth Management Firm - Up to £25k + bonus** My client, are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW and UHNW...

Our client, a wealth and pensions company, is seeking a Compliance Assistant to join their team in a broad compliance role providing support to the Compliance Manager. Some financial services work experience is required, but full training will be given.This is a full-time office based role - onsite parking is available. **Tasks & Responsibilities**: -...