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Independent Financial Planner - Service existing HNW clients - Surrey offices

Independent Financial Planner - Service existing HNW clients - Surrey offices

8 September by Financial Divisions

Independent Financial Planner Servicing role of HNW clients 600k - 8m Boutique IFA business in Surrey Attractive benefits package My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed...

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Pensions Administration Manager

Pensions Administration Manager

27 September by WTW

In WTW’s Outsourcing Business, Admin Operations consists of close to one thousand colleagues providing a pension administration facility for clients of varying size across a variety of complex schemes. The workforce consists of differing seniority le...

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IFA Administrator

IFA Administrator

27 September by Vision-FS Recruitment

Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our ...

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MORTGAGE ADMINISTRATOR / COMPLETIONS MANAGER

MORTGAGE ADMINISTRATOR / COMPLETIONS MANAGER

12 September by Clark James Recruitment

Clark James Recruitment are working with a leading Financial Services business. Due to business expansion our client are looking to recruit an experienced Mortgage Administrator/Completions Manager to join the business. Role Based in our clients Twic...

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Financial Planning Administrator - Boutqiue IFA (Surrey) - £30k basic salary plus 30 days holiday

Financial Planning Administrator - Boutqiue IFA (Surrey) - £30k basic salary plus 30 days holiday

2 September by Financial Divisions

Financial Administrator (wealth management) Working in a team of 7 Administrators 30k basic salary plus benefits Boutique IFA - Sutton 30 days annual leave plus bank holidays Full study support to level 4 diploma Office is closed over Christmas PMI, ...

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Client Services Administrator - £28k - £30k depending on experience plus 30 days holiday & benefits

Client Services Administrator - £28k - £30k depending on experience plus 30 days holiday & benefits

5 September by Financial Divisions

Client Services Administrator - 28k - 30k depending on experience plus benefits Boutique IFA - Sutton - 30 days annual leave plus PMI, DIS and pension scheme My client is a financial advice business who have been operating for 20 years and have built...

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Client Services Administrator (wealth management) - c.£30k plus 30 days holiday

Client Services Administrator (wealth management) - c.£30k plus 30 days holiday

4 September by Financial Divisions

Client Services Administrator Working in a team of 7 Administrators 28k - 30k depending on experience plus benefits Boutique IFA - Sutton 30 days annual leave plus PMI, DIS and pension scheme My client is a financial advice business who have been ope...

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Financial Administrator (wealth management) - £30k + benefits (30 days holiday)

Financial Administrator (wealth management) - £30k + benefits (30 days holiday)

29 August by Financial Divisions

Financial Administrator (wealth management) Working in a team of 7 Administrators 28k - 30k depending on experience plus benefits Boutique IFA - Sutton (Surrey) 30 days annual leave plus bank holidays Full study support to level 4 diploma Office is c...

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Pensions Specialist

Pensions Specialist

5 days ago by WTW

You will take on more advanced calculations on complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of other members of the team. You will be reporting to the Admin Manager/Team Leader and you will be working as a...

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Regional Administration Manager

Regional Administration Manager

I am working with a new client that has a new opportunity for an experienced and dynamic Financial Services professional to lead their Financial Planning administration Teams offering in a leadership role with direct line management and responsibilit...

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Paraplanner

Paraplanner

3 September by Ortus PSR

Elevate Your Career as a Hybrid Paraplanner/Administrator with a Boutique IFA Firm Are you a detail-oriented professional with experience writing suitability reports, ready to make a significant impact within a small, dedicated team? Do you have a pa...

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IFA Administrator

IFA Administrator

Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff managem...

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Mortgage and Protection Administrator

Mortgage and Protection Administrator

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK...

Job hidden.
Mortgage Paraplanner

Mortgage Paraplanner

My client is a successful, award winning, Independent Mortgage and Protection Brokerage. The company's main focus is to provide the highest level of service and the best, most impartial advice available to its clientele. The firms clients are both UK...

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