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...
Mortgage Broker - Woking / Camberley Are you struggling to earn enough from your client bank, or possibly not getting the support needed from your current Network or employer? Our client is one of the UK's leading award winning independent mortgage brokers. Despite the economic downturn they continue to expand the business by securing new contracts with local introducers. Their main focus is geared to support lead g...
Recently established, independent financial planning company is seeking to employ an experienced and highly motivated Paraplanner to work in one of their offices in Surrey. Salary between 26,000 and 30,000 includes bonus and excellent benefits including pension contributions. Our client provides financial advice and investment management services that are provided by highly qualified professionals with a long experience to a wide ra...
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...
Mortgage Broker – Berkshire / Surrey / Hampshire Areas Working Hours - Monday - Friday. Weekend working optional. A fantastic opportunity has become available for an experienced Mortgage Broker to join our client, a leading IFA practice based in Berkshire. Continued success has resulted in a position becoming available within the Mortgage & Protection sales team. You will be responsible for providing clients with pro...
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...
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...
Compliance Assistant - Egham - £Competitive 3 month renewable Contract for up to 6 months Reporting to the Compliance Officer for an International Company, you will be assisting in the delivery of the European Compliance Plan and providing general support for the Compliance function. Responsibilities will include undertaking reviews, monitoring and advising on regulatory and compliance developments, assessing internal p...
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...
Organisation Description This is a excellent opportunity for an experienced life software modeller to join a Surrey based consultancy. Here you will be involved in a wide variety of actuarial activities that will range from model development, ALM to facing clients and providing them with actuarial support. Job Description For this position it is essential...
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...
Key point: Bi-lingual English with German and/or Spanish Key point: 12 month FTC Key point: Good with systems and databases Key point: Good data entry skills - High attention to detail Job profile: Joining a process orientated team, you will be responsible for internal and external client interaction, validating, reconciling and scrutinizing client data before producing documentation a...
