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A Financial Planning firm based in Leatherhead that specialises in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join. They are looking for an IFA Administrator to ...
We are recruiting for a Chartered Financial Planning firm in Surrey who have a requirement for someone to service an existing client bank. Their typical client up to 500,000 of investable assets and you must have experience of providing pension and i...
Are you a self motivated individual with strong people management skills keen to work for an industry leading Third Party Administrator? Role responsibilities Whilst managing a team of Pension Administrators, you will be responsible for providing a p...
We are recruiting for a global leading financial services organisation who committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employer n...
Join my clients expanding Teams as a Senior Pensions Administrator Are you a detail-oriented professional with a passion for delivering exceptional service? Do you thrive in a fast-paced, team-oriented environment? Do you want to work in an extremely...
We are looking for an experienced Senior IFA Administrator to join our clients team based in Dorking, Surrey. This position will involve supporting one IFA with all areas of administration including, business processing, financial administration and ...
Financial Planning Administrator Wealth Management Firm working with HNW & UHNW clients Leatherhead offices (Surrey) Full training and study support 30k - 40k basic salary plus benefits My client are a Chartered independent wealth planning firm with ...
Client Experience Administrator – Join GTS Finance and Wealth Management Support High-Net-Worth Clients and Advisory Excellence Are you an organized and detail-oriented administrator with experience in financial services? Do you excel in delivering t...
Project Manager 40,000 Weybridge 12 MFTC An award winning multi location professional services company based in Weybridge are looking for Project Manager from Financial services that would like to work in a company that will nurture your talents and ...
My client is a high-end Chartered IFA who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and...
Senior Administrator - Ultra HNW IFA Based: Guildford Salary: 30-35,000 free parking on site, excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Study support for profe...
Our client, a well established and rapidly expanding employee benefits consultancy, are currently seeking to recruit an Associate Group Risk / Healthcare professional to provide a comprehensive service to a range of SME and corporate clients. Candida...
Mortgage Adviser (HNW Lead Source) - Guildford/Epsom/Horsham Location: Guildford, Epsom, Horsham (Hybrid) Salary: Up to 40k (including car allowance) Uncapped Commission (No threshold) Are you a driven and professional Mortgage Adviser with a proven ...
This is your opportunity to join an already incredibly strong and industry leading Master Trust proposition who have the objective of becoming the leading player in outsourced Pensions for large companies and an innovator in the field. Role responsib...
Synchronicity are recruiting for a financial services client who are looking for a Compliance Assistant to join their small team. This role is broad and varied and will provide an excellent grounding in all areas of wealth management compliance, incl...
Collections Account Manager Surrey (hybrid) To 40,000 plus excellent bonus and benefits Our client is a fast growing asset finance company who specialise in the provision of Asset Finance. They are looking to expand their team due to growth so are lo...
We have a very exciting opportunity for a Mortgage Adviser to join an award-winning company with an outstanding and highly competitive lead source. This opportunity is for someone who wants to become highly successful and write high levels of busines...
Compliance Advisor 55,000 to 60,000 Benefits Hybrid (2 Days in Office) Based in Dorking, Surrey Permanent, full-time role Are you a proven Compliance Advisor with FCA experience who is passionate about compliance and ready to make a real impact in an...
This Financial Adviser job provides opportunity to join a growing IFA firm, actively undertaking acquisitions. They are seeking an experienced Financial Adviser to join their team to onboard and takeover recently acquired clients and help the busines...
A Chartered Financial Planning organisation with offices across the UK are currently seeking to recruit a highly skilled and motivated Paraplanner to join their growing team. In this role you will work alongside a team of very successful Wealth Plann...
We are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator. Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement i...
This home based Financial Advisor job provides a good flow of leads and referrals for you to build a good client bank You will benefit from their strong lead source which has proven to generate a healthy conversion rate. The business aims to provide ...
We are seeking a dedicated and detail-oriented Paraplanner to join our financial services team. The ideal candidate will play a crucial role in supporting financial planners by preparing comprehensive reports, conducting research, and ensuring that a...
Manage Existing Clients from CEO. A key client of mine is seeking a Senior Financial Adviser, ideally Chartered, to manage a portion of their longstanding existing client bank. This Surrey-based Chartered IFA firm has been operating for many years, b...
My client is a wealth planning firm in Leatherhead who I have met and placed staff with. They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do ...
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