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...
Due to continued expansion our client is presently looking for an experienced, high quality Independent Financial Advisors (IFA’s) to manage an existing client bank with significant funds under management. The candidate should be an experienced IFA used to dealing with a range of personal / HNW clients. We seek a candidate with full FPC (or equivalent) and ideally at or extremely close to being Level 4 / Diploma Qualified, strong ...
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...
This client is part of a global business with an annual turnover of more than $12 billion, one of the biggest employers in the area, and they're growing fast. That's in no small part due to the efforts of their claims recovery team. You'll be responsible for the recovery of rental charges resulting from non-fault road traffic accidents, spending much of your time on the phone with insurers and ultimately having responsibility for reco...
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...
Pensions Administrator, Farnborough 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. Our client has opportunities for Contract (6 months) and Permanent Pensions Administrators Client Profile: Our client is one of the world leader...
£21,500 - £32,500 package plus individual performance award, dependent on experience and location. At RBS, the vision of UK Retail (including the RBS and Natwest branch networks) is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we place a high priority on recruiting the very best people with the right skills, experience and behaviours. Our mortgage ...
Summary of position: To manage and monitor the process for Business Quality Unit (BQU) and Consultant checking levels. To manage the team of BQ Officers To audit and monitor the quality of output from the BQU Officers via 'Check the Checker’ processes, to ensure any weaknesses in quality is identified and appropriately addressed. To remotely review the suitability and quality of advice given to cu...
Established company with in the employee benefits industry are seeking a Group Risk Sales Support to join their set up The Role As a Group Risk Sales Support you will be responsible for providing support to a team of consultants and looking after a portfolio of clients. Where possible identify opportunities to increase the value of a portfolio of accounts and converting additional business opportunities from current clients wh...
A market leader within employee benefits, have identified an exciting opportunity for a Flexible Benefits Administrator to join their busy but friendly team. The primary responsibility will be to deliver a flex administration service to a portfolio of clients and to support the day to day running and future growth of the flex operations. The Role The Flexible Benefits Administrator will be responsible for providing day to day ...
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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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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Urgently seeking an experienced Financial Planning Administrator with previous experience within a similar role, experience of using First Software and ideally FPC 1 & 2 qualified. Duties for the Financial Planning Administrator include; Processing all work arising from independent advice given to clients of the firm Maintenance and development of the administrative and compliance systems Manage client...
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Date: 5 days ago
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Farnham, Surrey
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£18,000 - £23,000 per annum
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2 applications
Description Assume responsibility for processing all work arising from independent advice given to clients of the firm. Maintenance and development of the administrative and compliance systems, client's files and associated client account ledgers. To assist the Head of Financial Planning with the development of the Department’s research, compliance and administration structures and any other delegated ...
Our Farnborough based client is seeking a IFA Sales Support Specialist to join the existing team on a six months contract basis. Your role will involve providing administrative support to private clients, maintain the client database, building client relationships, processing and pipelining new business applications and supporting team members. To be suitable for this role you must have excellent communication ski...
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...
Organisation Description Our client, a Financial Services Intermediary with offices in Guildford is looking for an experienced Sales Support to join their expanding Private Client team. Job Description Duties include: - Preparation of information and paperwork for the consultant in advance of client meetings. - Service existing clients, building and developing relati...
Organisation Description Our client, a Financial Services Intermediary with offices in Guildford is looking for an experienced Sales Support to join their expanding Private Client team. Job Description Duties include: - Preparation of information and paperwork for the consultant in advance of client meetings. - Service existing clients, building and developing relati...
This large Financial Services organisation is looking to recruit a Group Risk Administrator/Sales Support to join its expanding offices in Farnborough. The Role The purpose of this role is to support the Group Risk Team in the delivery of administration support across a range of whole of market financial products and services within this specialised area. The role will require good administration skills with detaile...
A sought after position of a Sales Support Administrator has become available for our well-established and well recognised top Financial Services consultancy, on a permanent basis to be based in Guildford. The Role This role will focus on the candidates delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful cli...
Wealth Manager Our vision is to become the UK’s leading provider of wealth advice. The company are a growing, RDR compliant company, focused on delivering high quality professional advice to our clients. We are committed to the professional and personal development of our people. The client is one of the UKs leading wealth management firms and offer fee only advice to clients across the full range of fina...
Two Permanent role have just arisen within a large, respected IFA Wealth Manager for suitably experienced and audit minded individuals to review the new business files. Ensure all appropriate documentation is captured and including any documentation referred to n the suitability report Sense check the fact find for completion against relevant documents to evidence the advice. Skills and knowled...
FD/SG/PD1 Investment Adviser Guidlford £50,000 - £60,000 An Investment Adviser is required for a specialist pensions business in the Guildford area. £50,000 to £60,000 + bonus, benefits. The firm offers specialist pensions advice to corporates, intermediaries and private clients offering market leading SIPPs and SASS pensions. They require an experienced Financi...
