My client is looking for a part-time Senior Administrator to support their Financial Services and Investment teams with any administration issues they may have. The key responsibilities for this role include: Review, management and implementation of administration procedures for the Investment and Financial Services business: The monitoring and prioritisation of administration workload. Assist with m...
Independent Mortgage & Protection Adviser - Ashford / Shepperton Company: This is superb opportunity for a mortgage adviser to work within a top performing office of a national and award winning mortgage services provider. Covering leads in the Ashford / Shepperton area, successful applicants will enjoy a high paced environment and a regular lead source from a whole of market mortgage panel. Candidate: <b...
A challenging and fast moving role now exists within Client Management division of this global leading financial organization. This specific areas provides a full range of services to clients in connection with running defined contribution pension schemes and is further responsible for the overall relationship with DC pension scheme clients’ and their consultants. This is an interesting and varied role where no two days are the...
A challenging and progressive role now exists for an Auto-Enrolment Delivery Manager within this global leading organization This is a varied role, where you will be responsible for ensuring that new Pension Plans are established to agreed timescales. This will include establishing and maintaining a project file(s), managing the initial review and analysis of the pension product, undertaking meetings with the client(s) and further ...
This award-winning client is rapidly expanding its activities and is looking for committed people to join their team specialising in servicing the needs of one very large client. The Role The position offers great scope for innovation and a fast track career development is available for forward thinking individuals. You must have 2 years Defined Benefit experience and strong knowledge of current Pensions legislation. You will b...
Business Quality Executive Salary: Circa £35 -40,000 dependent on qualification and experience Qualifications: Essential: - Full certificate in financial advice (FPC, CF 1 to 5 or CeFA). Diploma. H15/JO Training experience. Experience of working with employee benefit teams. Experience of working in compliance departments. Experience of Process Design Desirable: - Training/Coaching qualificat...
An exciting career opportunity has arisen in this well respected and successful IFA consultancy. Due to growing Private Client business, the employer requires the addition of a high calibre Private Client Sales Administrator. Based in their Guildford office, you will be helping the consultants in developing their client base. The successful candidate will have a proven track record gained within an IFA environment foc...
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Date: 14 May
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Epsom, Surrey
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£45,000 - £60,000 per annum
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5 applications
This is a great opportunity for either a Qualified Statistician or a graduate with a 1st class degree in a subject with a high statistical content to join a household name in financial services. Our client provides life, pensions, investment and mortgage products and whilst in operation for over 100 years, they still strive to better themselves and keep ahead of the competition, recently being recognised for their IT/Web s...
A large IFA are looking for a Group Risk Administrator to join our team to provide Group Risk support to our corporate clients. The role involves responsibility for preparing rebroking, renewals, underwriting, claims and processing of all allocated client schemes. The individual would report to the Senior Group Risk Manager The Role The ideal candidate will have good knowledge of Group Risk products and ideally experience with...
Pensions Associate Our client is a well known, highly regarded large financial company with a number of offices in the UK. Based in Surrey, one of their main offices, they are looking for a new Pensions Executive to join their team. We are looking for someone with prior pensions experience along with excellent customer service and communication skills. The role involves providing account information to...
A recognised Independent Financial Advisor, based in Surrey, are currently recruiting for an experienced Sales Support Administrator to join the business; to support a Consultant operating in the Life and Pensions market. The Role This is an excellent, expansive role, where the incumbent will be responsible for providing administrative support to one of the company's top consultants; in assisting with the research, production a...
Realisitc OTE of £60,000 Self employed with full back up and support Proven Quality Appointments As part of a multinational company employing more than 900 people in the UK our client a nationally based mortgage brokerage has both the resources and backing to provide exceptional support to its field force of mortgage brokers. With a strong...
Realisitc OTE of £60,000 Self employed with full back up and support Proven Quality Appointments As part of a multinational company employing more than 900 people in the UK our client a nationally based mortgage brokerage has both the resources and backing to provide exceptional support to its field force of mortgage brokers. With a strong...
The established and respected Finance Systems team provide Applications Support for e5, the main accounting system of our Company. There are also a number of projects underway, which means that we need to expand the team. The purpose of this role is to support e5 System Development, including working with outsource providers to configure and implement developments, enhancements and migrations (often as part of complex business projects). T...
Pensions Administrator, Epsom In order to apply for this position candidates MUST have PENSIONS experience. Please note as we receive a high volume of applications we are only able to respond to those candidates who are shortlisted. Client Profile: Our client is one of the world leaders within the Pensions industry. Their professionalism and dedication to service are second to none and a...
Senior Pensions Associate Our client is a well known, highly regarded large financial company with a number of offices in the UK. Based in Surrey, one of their main offices, they are looking for a new Pensions Executive to join their team. We are looking for someone with prior pensions experience along with excellent customer service and communication skills. The role involves providing account informa...
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Date: 5 days ago
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Woking, Surrey
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£20,000 - £25,000 per annum
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9 applications
Brookwood has a vacancy for an Mortgage Administrator to join an independent finanical planning company in Woking. Founded in 1998 and based in Woking, Surrey, my client aims to provide clients with high quality financial advice. They are committed to giving the best possible service and support with plans tailored to meet individual requirements. As Independent Financial Advisers they are not tied to one specific provide...
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Date: 5 days ago
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Cobham, Surrey
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£39,000 - £60,000 per annum
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1 application
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
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Date: 5 days ago
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Ewell, Surrey
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£39,000 - £60,000 per annum
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1 application
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
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Date: 5 days ago
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Epsom, Surrey
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£39,000 - £60,000 per annum
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1 application
Employed Financial Consultant £39,000 + pension + bonuses + Car - OTE £60,000-£70,000 Our Client has a unique business model providing tailored financial advice products and services to clients in the medical, dental, legal and teaching professions and their success has been recognised through prestigious awards and significant growth. We are i...
Our client, a leading financial services software /consultancy based in the South East, currently requires a Project Manager to support and ensure delivery of project and service management to a range of clients. Responsibilities: Build and nurture client relationships Identify and develop new service opportunities Creating work pack and sending on to relevant team leaders Adherence to project deli...
Our client, one of the UK’s largest and leading Banking Organisations, currently requires several Mortgage Advisor’s to add to their teams around the UK due to expansion and increases in business volumes since the start of the year. Candidates will be required to provide mortgage advice to new and existing clients in some of our clients busiest offices. Working closely with colleagues within the branches you will be dealing with ...
Servicing a variety of client sectors, the role is mixed around 60% year-end accounts preparation alongside 40% audit. Candidates can be qualified or nearly qualified. Experience of audit and accounts work is essential. very progressive firm, run by ex Big-Firm partners. Competitive salary and benefits. Where specific UK qualifications are required we will take into account overseas equivalents. <...
This successful IFA firm seeks a skilled Senior Sales Support Administrator with experience of working with HNW individuals to join their team in Surrey. Your role will be to provide holistic support to Consultants, managing administration and preparation for client meetings and reviews. You will ensure that information is maintained and updated and that compliance procedures are followed. You will act as the first point of contact f...
