IFA Administrator
7 months ago
Blakemore Recruitment are assisting a large, well established Financial Planning practice seek their next Experienced Sales Support Administrator to join their exciting, expanding team due to expansion and increased business levels.
You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.
Duties will include day to day administration processing new business applications, chasing outstanding information, research reviews and renewals, dealing with external companies.
You will be encouraged to progress toward Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.
Excellent salary and career path on offer.
If you believe you could be the right fit, please apply to be considered for this opportunity. We would be happy to discuss the role in more detail and also identify your specific skills and motivations.
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IFA Administrator
14 hours ago
Guildford, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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IFA Administrator
14 hours ago
Guildford, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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Ifa Administrator
6 months ago
Guildford, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...
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Ifa Administrator
6 months ago
Guildford, United Kingdom Cranleigh Personnel Full time**IFA Administrator / Wealth Planning Administrator** **Location: Guildford** **Salary: £30,000 - £35,000** **Are you an IFA Administrator looking for your next role?** - Are you looking for a role where you can develop your career? - Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years? If...
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IFA Administrator
10 hours ago
Guildford, UK, Surrey, United Kingdom mbf Full timeAre you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on...
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Senior Administrator
3 days ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFABased: Central Surrey (Guildford)Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...
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Senior Administrator
6 days ago
Guildford, United Kingdom Lloyd Recruitment - Epsom Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...
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Senior Administrator
7 days ago
Guildford, United Kingdom CV-Library Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level...
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Senior Administrator
3 days ago
Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFA Is this the next step in your career Find out if you are the right candidate by reading through the complete overview below.Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client...
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Senior Administrator to Senior IFA Position
3 days ago
Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeOur 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 BenefitsThe successful candidate can expect a salary of £30-35,000 per annum, plus excellent benefits including up to 10% contributory...
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Guildford, United Kingdom Lloyd Recruitment Limited Full timeSenior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: £30-35,000 + excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related.Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to...
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Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeA 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...
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Pensions Administrator
1 month ago
Guildford, United Kingdom CV-Library Full timeAdministrator Assistant and Administrator roles available! Office based 37.5 hours per week Monday - Friday Salary: £25k - 35k (dependant on experience) As a member of the pension administration team, you will handle all aspects of pension scheme administration throughout the entire member lifecycle. You'll collaborate with the pod consultant as...
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Wealth Management Administrator
7 months ago
Guildford, United Kingdom Recruit UK Full time**Job Title**: Wealth Management Administrator **Industry**: Wealth Management **Location**:Guildford **Salary**: Up to £35,000 **Job Reference**:8938 Recruit UK is working on an excellent opportunity for an experienced Wealth Management Administrator to join a well-established IFA practice in Guildford. This friendly firm has a lovely work culture,...
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Client Administrator
6 months ago
Guildford, United Kingdom Evelyn Partners Full time**Company Description** Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...
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Guildford, Surrey, United Kingdom Lloyd Recruitment - Epsom Full timeWe 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...