1,095 Client Services Jobs in Surrey

This client, who specialises in the provision of financial advice for corporate and individual clients, has an exciting opportunity for an experienced Corporate Administrator to provide pensions, healthcare, and group risk benefit expertise to corpor...

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This client, who specialises in the management and development of wealth for corporate and individual clients, has an exciting opportunity for an experienced Group Risk & Healthcare Adviser to provide health and risk benefit expertise to corporate cl...

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This leading specialist provider of HR and Benefit solutions, have a unique opportunity within their Employee Benefits department. You will manage a portfolio of clients providing high quality consulting and administration service to a portfolio of c...

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We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Financial Planning Administrator. This role is a ...

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Our client is seeking an Administrator to join its team of leading Advisers and Paraplanners. The position presents an opportunity to join a dynamic company offering excellent benefits after satisfactory completion of probation period. Job Descriptio...

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My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demon...

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Job Opportunity: Financial Planner Are you an ambitious and high-calibre Financial Planner ready to elevate your career? Join a dynamic and growing Financial Planning team in the Surrey area where you will be taking over an existing client bank. What...

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This client has quickly established a reputation for first class service, innovative ideas and a willingness to work alongside other firms of advisers to ensure that clients’ needs and expectations are met. They are looking for a dynamic Senior Pensi...

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Our client, based in Reigate (Surrey), is looking for an experienced Protection & Insurance Administrator to join their team and provide full admin support to the Protection Advisers in the business. You will help write suitability letters, complete ...

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IFA Administrator / Wealth Planning Administrator Based Cobham Salary up to 35,000 Are you currently working as a IFA Administrator / Wealth Planning Administrator in financial services and looking for your next challenge? Then we have the role for y...

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Our client is looking for a Financial Administrator to join their team in Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that comm...

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Our client is a successful and established protection and employee benefits firm in Brighton and they are currently looking to expand their EB team. About the role We are currently looking for experienced and successful Senior EB specialist to look a...

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Our client is a successful and established protection and employee benefits firm in Brighton and they are currently looking to expand their EB team. About the role We are currently looking for experienced and successful Senior EB specialist to look a...

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Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity? A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by ...

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This independent firm of actuaries and consultants are looking for an experienced pensions’ administrator to join their pensions’ administration team. The successful candidate will work as part of a small but dedicated team of administrators, servici...

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The Client Support role is an ideal opportunity for someone looking to work in a well-established and highly respected financial planning company. You will provide a high quality, administrative service to Financial Advisers whilst working collaborat...

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This is your opportunity to work for an industry leading Third Party Administrator who can transform your career and provide you with huge amounts of career development and progression whilst being a part of a fun and engaging team Responsibilities C...

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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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Position : Independent Financial Advisor (hybrid role) Location: Epsom, Surrey Minimum Requirements : 2 years experience as an IFA Level 4 qualified Ideally hold CAS status Strong business development skills AF3 or AF8 qualification preferred Voyant ...

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Mortgage Advisor - Overview: Our clients are looking to add to their team of talented Mortgage Advisors. You will supported on your career journey every step of the way and they will help you become the very best you can be There will be warm leads r...

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Senior Financial Adviser - 75k - 100k basic salary plus very attractive bonus and benefits package - manage existing clients ( 500k - 5m per client) A key client of mine who I have placed 4 staff with are looking for a Senior Financial Adviser (ideal...

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Our client is a successful and established protection and employee benefits firm in Brighton and they are currently looking to expand their EB team. About the role We are currently looking for experienced and successful Senior EB specialist to look a...

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Location: Dorking, Surrey, UK Position: Compliance Officer Working Hours: 5 hours per day, 4 days per week Salary: 50,000 to 55,000 per annum (Full-Time Equivalent) About Us: A dynamic and respected Asset Management and Financial Advisor organisation...

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Job Title/Location: Junior Client Relationship Manager, Surrey/Hants border WFH Salary: 35,000 - 45,000 Office/WFH: Office based 2 days p/w 3 days p/w WFH Requirements: A pensions technical/project background with strong DB experience from within an ...

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Our client is an award-winning, market-leading IFA firm with offices in Surrey. The business has partnered with Vision-FS Recruitment to find an experienced Pensions & Benefits Consultant to join its rapidly expanding team based in Guildford. The fir...

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