34 Planning Administrator Jobs in Reigate

I am recruiting for a Paraplanner role that is full time office based role. The role is working alongside the Director of the Financial Planning practice and supporting with aspects of Paraplanning. Role duties · Manage the planning workflow · Receiv...

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Title: Wealth Planning / IFA Administrator Cranleigh, Surrey Salary: 28,000 to 35,000 Full or Part Time Options available Hybrid working available Job Summary: If you are a Wealth Planning / IFA Administrator seeking your next challenge, we have an e...

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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 wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company. You will provide a high quality, administrative service to our Financial Advisers whilst worki...

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Hybrid working after probation up to 35k DOE Our wonderful client based in Reigate is seeking a Client Support Administrator to join a well-established and highly respected financial planning company. You will provide a high quality, administrative s...

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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...

Go to similar: Administrator jobs in reigate

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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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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An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Leatherhead as an Investment Administrator Our client is a well-established wealth planning firm catering to high-net-worth private clients, including r...

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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 25,000...

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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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Job Purpose 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 our Financial Advisers whilst wo...

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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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Join us as a Pensions Client Manager offering a great career opportunity for a candidate working in pensions who enjoys client interaction to move into a fully client facing role in this high profile team. The office location for the role can be in W...

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Our client is seeking an individual to join their specialist team where you will use your communication, coordination, analytical and reporting skills. This is a very unique position, and we are looking for an experienced Administrator / Coordinator ...

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Financial Planner - manage existing HNW clients from CEO - 60k - 90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer w...

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Chartered Financial Planner - manage existing HNW cases from CEO - 60k - 90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They...

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Senior Financial Planner - manage existing HNW clients from CEO - 60k - 90k basic salary plus bonus My client are a Chrtered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They o...

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Financial Planner - manage existing HNW clients from CEO - 60k - 90k basic salary plus bonus My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed a member of staff with. They offer w...

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Senior Financial Planner - manage existing HNW clients from CEO Average client has 1.2m of assets to invest 60k - 90k basic salary plus bonus Offices near Epsom/Leatherhead (Surrey) Lots of flexible working after onboarding and induction My client ar...

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Administration Manager - 35k - 40k bonus, Full study support - Dorking My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed 2 staff with. They offer financial advice to HNW private clients who are retirees, accumulator...

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Compliance Manager (part-time) - Up to 55k basic salary (FTE) - Financial Planning Business - Dorking/Reigate My client are a boutique wealth planning firm near Reigate who I have met and places staff with. They offer a raft of financial advice to HN...

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Compliance Manager (part-time) - Up to 55k basic salary (FTE) - Financial Planning Business - Dorking/Reigate My client are a boutique wealth planning firm near Reigate who I have met and places staff with. They offer a raft of financial advice to HN...

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Compliance Manager (part-time) - Up to 55k basic salary (FTE) - Financial Planning Business - Dorking/Reigate My client are a boutique wealth planning firm near Reigate who I have met and places staff with. They offer a raft of financial advice to HN...

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Position : Independent Financial Advisor Location: Horsham, West Sussex Minimum Requirements : Level 4 qualified; At least 1 years' experience as an IFA/Advisor; Live a commutable distance from Horsham Salary/package : 45,000 annual bonus clients lea...

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