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Wealth Advisor

Wealth Advisor

1 August by BDM Recruitment

Build Your Wealth Management Business with Established Leads & High Commissions (Surrey) Looking to take your Wealth Advisor career to the next level? BDM Recruitment is searching for a seasoned Wealth Advisor or Financial Advisor to join a well-esta...

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FinaAdministrator / IFA Administrator - Dorking, Surrey - £35,000-40,000 + Bonus + Study Support

FinaAdministrator / IFA Administrator - Dorking, Surrey - £35,000-40,000 + Bonus + Study Support

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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Senior Wealth Administrator/Paraplanner

Senior Wealth Administrator/Paraplanner

Due to progression within the department, my client is seeking a Senior Wealth Management Administrator to join their well-established team. The wealth administrator role deals with the administration of wealth financial products and providing custom...

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Paraplanner Team Leader

Paraplanner Team Leader

31 July by mbf.

Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence. As one of the UKs leading wealth management organisations, they have offices acro...

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Paraplanner - Route to Advisor with clients provided - Dorking/Hybrid Working - £50k & bonus

Paraplanner - Route to Advisor with clients provided - Dorking/Hybrid Working - £50k & bonus

My client is a well-established Independent Financial Advice firm with offices based in Dorking. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across the London and ho...

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Personal Advisor

Personal Advisor

5 days ago by Surrey County Council

This full-time, permanent role has a starting salary of 35,730 per annum, based on a 36-hour working week. We are excited to be hiring a new Personal Advisor to join our fantastic Asylum-Seeking Care Leaving team. The team is based in Weybridge, howe...

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Early Help Hub Advisor

Early Help Hub Advisor

2 days ago by Surrey County Council

This role has a starting salary of 29,697 per annum, based on a 36-hour working week. We are excited to be hiring a new Early Help Hub Advisor to join our fantastic Early Help Hub team based in Woking. Rewards and Benefits 26 days' holiday (prorated ...

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Senior Paraplanner - Hybrid

Senior Paraplanner - Hybrid

8 July by mbf.

Mbf are working with one of the UKs largest & most successful Financial Planning & Investment Management organisation to recruit an experienced & qualified Paraplanner. Our client has an outstanding reputation, they are an award-winning national busi...

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Senior Paraplanner Vacancy - Up to £55k basic salary (possibly more), Support 3 established advisers

Senior Paraplanner Vacancy - Up to £55k basic salary (possibly more), Support 3 established advisers

Senior Paraplanner Vacancy - Up to 55k basic salary (possibly more), Support 3 established advisers - Boutique IFA - Guildford/Farnham (Surrey) My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial a...

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Group Risk & Healthcare Adviser

Group Risk & Healthcare Adviser

19 July by Ashe Consulting

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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Senior Financial Adviser - Surrey based Chartered IFA - £75k Plus...

Senior Financial Adviser - Surrey based Chartered IFA - £75k Plus...

Plus Bonus and benefits package - Manage existing clients and generate some new business One of our key clients, is seeking a Senior Financial Adviser (preferably Chartered) to oversee a segment of their established client. However, there will be an ...

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Senior Wealth Administrator/Paraplanner (Maternity cover FTC)

Senior Wealth Administrator/Paraplanner (Maternity cover FTC)

Due to maternity leave within the department, my client is seeking an experienced Senior Wealth Administrator or Paraplanner to join their well-established team. The wealth administrator role deals with the administration of wealth financial products...

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Administrator - Wealth Management Firm

Administrator - Wealth Management Firm

A new role has become available for an experienced Administrator to join a national, Chartered Wealth Management Firm at their offices in Farnborough. The Role Working in collaboration with a Financial Adviser and other colleagues, you will assist th...

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IFA Administrator

IFA Administrator

Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA...

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Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - £50k, Support 3 established advisers - Boutique IFA - Farnham Surrey

Senior Paraplanner Vacancy - 50k, Support 3 established advisers - Boutique IFA - Farnham Surrey My client are a boutique independent wealth planning firm in Farnham who offer whole of market financial advice to HNW retirees, accumulators, local fami...

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Senior Paraplanner (Diploma Qualified) - Offices close to Aldershot - Salary £50k

Senior Paraplanner (Diploma Qualified) - Offices close to Aldershot - Salary £50k

Support 3 established advisers With offices near Aldershot, my client is a boutique independent wealth planning firm that provides whole of market financial advice to high net worth individuals, accumulators, local families, and SME owners mostly in ...

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Entry Level Financial Planning Administrator

Entry Level Financial Planning Administrator

2 days ago by Recruit UK

Job Title: Entry Level Financial Planning Administrator Industry: Financial Services Location: Haslemere Salary: 22,000- 27,000 Job reference: 9207 Job Description: Looking to kickstart your career? Recruit UK are working with a wealth management fir...

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Paraplanner

Paraplanner

A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new c...

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Independent Financial Planner - All leads provided

Independent Financial Planner - All leads provided

We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienc...

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Independent Financial Planner - servicing c.100 clients - HNW cases - Epsom/Leatherhead

Independent Financial Planner - servicing c.100 clients - HNW cases - Epsom/Leatherhead

Yesterday by Financial Divisions

Independent Financial Planner, work closely with CEO servicing c.100 clients - HNW cases - Epsom/Leatherhead My client are a Chartered independent wealth planning firm with offices near Epsom/Leatherhead who I have met and placed 2 members of staff w...

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Employed IFA, Established Wealth Management co, Base £80000 Remote

Employed IFA, Established Wealth Management co, Base £80000 Remote

28 September by Astral Recruitment

Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...

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Employed Financial Planner

Employed Financial Planner

23 July by Cameron James

Our client, a truly independent Financial Planners, specialises in the financial well-being of their clients. The team have over 20 years' experience in the Financial Planning industry, with some team members having worked their whole 50-year career ...

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