Working on a very mixed portfolio ofpayrolls fromone employee to 60 employees . Working alongsideavery experienced Senior payroller. The firm have a strong preference for candidates with a practice or bureau experience in their career. Experience using Star Payroll advantageous. Very successful, large Independent Chartered Accountants. Superb offices. Competitive salary. Benefits package.<br /...
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Date: 5 days ago
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Farnham, Surrey
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£16,000 - £18,000 per annum
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4 applications
Administrator (Bulgarian speaker)Farnham area – must be car owner/driver due to locationMon – Fri Full Time£16K - £18K We are currently looking for an Administrator who is a fluent Bulgarian speaker. The role will include the following duties:- Responding to and handling of client VAT & FRS queries via telephone or email escalating where required.Departmental administration including filing.S...
This is an exciting and unusual Sales position that requires a candidate with a different approach to their work. In this varied and challenging role, you will be responsible for selling a financial portfolio to a niche market. You will need to be able to deliver presentations to large groups as well as on a one to one basis. The ideal candidate will have a professional yet tenacious manner and be confident li...
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Date: Yesterday
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Woking, Surrey
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£40,000 - £48,000 per annum
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0 applications
My client has an exciting role based within their HNW division of their bank. The role of the Premier Relationship Manager is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder will have the responsibility to acquire, develop and deepen relationships with a portfolio of Pr...
My client has an exciting role based within their HNW division of their bank. The role of the Premier Relationship Manager is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder will have the responsibility to acquire, develop and deepen relationships with a portfolio of Pr...
My client has an exciting role based within their HNW division of their bank. The role of the Premier Relationship Manager is to manage the relationship with Premier clients where professionalism, client focus and an expert understanding of financial planning and wealth products are critical to the success of the business. The role holder will have the responsibility to acquire, develop and deepen relationships with a portfolio of Pr...
Senior IFA Surrey . £50,000 to £60,000 + bens. My client is an established brokerage with a successful discretionary portfolio management service. The company offer a range of investment services to UK and overseas customers. The position will appeal to a professional who would relish the opportunity of working as part of a closely knit, highly professional team providing...
IFA Sales Support Administrator - Pensions & Investments. to £25,000 West Surrey. Exciting newly created opportunity with a well-established and respected group. Providing admin and technical support for the Financial Services team, looking after portfolios of new and existing private client business. Responsibilities can include: Processing private client rep...
Our client has been appointed as the commercial finance brokers to a client that consists of 12,000+ financial advisors and mortgages brokers spread throughout the UK. To be able to service the needs of these advisors/brokers and encourage them to introduce their clients our client needs to recruit a national team of Business Development Managers (BDMs). Each Business Development Manager will operate on a self-employed basis with v...
My client a leading Employee Benefits organisation based in modern and open plan offices on the outskirts of Fleet is looking for a dynamic and experienced Business Specialist to work in their Flexible Benefits team. As the Business Specialist you will be the first point of contact for the client’s HR Personnel and employee’s queries and issues as they arise. You will be expected to have the skills and knowledge to un...
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Date: 5 days ago
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Woking, Surrey
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£30,000 - £50,000 per annum
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3 applications
We are currently seeking highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance. The role, based in Woking, will deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products The successful individual will provide exceptional customer service while addressing the p...
Paraplanner Can be based in an office in Berkshire or Surrey To £35,000 + benefits My client is a fast growing Wealth Advice business with offices throughout the UK. The company offers fee based, independent wealth advice and investment management services to private individuals and SME’s. The company is expanding its paraplanning team in and requires an experienced paraplanner to wo...
Clark James Financial Services Recruitment are working with an established Employee Benefits Consultancy based in Hampshire who are seeking a Flexible Benefits Administrator to provide effective administrative support in the running of the Flexible Benefits Schemes. Key Skills Be the first point of contact for client enquiries as they arise Processing new scheme and new entrants to the fle...
41 jobs matching this search were posted in the last week
We are currently seeking highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance. The role, based in Guildford, will deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products The successful individual will provide exceptional customer service while addressing th...
Head of Operations - Flexible Benefits Administration Our leading client require a Head of Operations, an Operations Manager to lead the administration of flexible benefits to UK clients. Based in Hampshire. Salary is flexible and £55k-£80k depending on experience. You must be able to lead the team from an Operational stand point as well as represent the flex bens administration function, where required, to large ...
An excellent opportunity has arisen for a skilled Diploma or near Diploma qualified Paraplanner to join a highly regarded Wealth Management firm in Godalming, Surrey. You will be expected to provide a complete paraplanner service for the two advisers within the firm. The role will require you to deliver a high level of technical support for the advisers and to assist them in the servicing of existing clients, whilst adhering t...
he Company Our client is a highly successful partnership of Financial Planners with over 4000 clients. All clients have been categorised for RDR purposes & servicing. These categories have been named and backed by a client proposition and journey document. As a member of the firm you can expect high levels of professionalism and commitment to on-going development a...
This is an excellent opportunity to join a market leader within the third party administration field, who are currently looking to recruit a proactive, experienced Pensions Administrator to join their busy team on a permanent basis. Working on a high profile Defined Benefits scheme, this role is responsible for completing all aspects of administration; including compiling retirement quotes, resolving queries for scheme members, ensur...
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. 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 client base. Along...
Independent Mortgage & Protection Broker - Farnborough Employed & Self Employed Packages available – Realistic £50k+ OTE An exciting opportunity is available for an experienced Mortgage Broker to join this established and highly successful financial services practice. With an excellent lead source, compliance and administration support, this represents a fantastic opportunity with an uncapped earning poten...
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Date: 10 June
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Woking, Surrey
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£20,000 - £100,000 per annum, OTE
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1 application
HNW Mortgage Broker – Guildford / Woking Realistic £60 - 80K OTE A renowned and highly successful high net worth financial services organisation are looking to recruit an exceptional and polished mortgage adviser to service leads in the Guildford / Woking areas. This will offer the successful candidate an abundance of good quality HNW leads and the chance to work in a very professional and up market environment. ...
We are currently seeking highly motivated and talented individuals who want to work within the challenging yet rewarding environment of Bancassurance. The role, based in Godalming, will deliver quality business that is both compliant and profitable, by providing clear and appropriate advice on Protection and Savings products The successful individual will provide exceptional customer service while addressing th...
A sought after position of a Senior Sales Support Administrator (with additional Paraplanner duties) has become available for our well-established and well recognised top Financial Services consultancy in Edinburgh. This role will focus on the incumbent delivering an immediate and sustainable contribution to this business' Private Client team, through assisting their consultants in developing and growing a broad, successful client ba...
A leading provider of Medical Insurance, who provide ex-pats and corporate organisations worldwide are looking to recruit an Administrator within their IT department. You will be responsible for monitoring and assisting in the maintaining of the database, reporting on system issues and application processing, provide system performance statistics for monthly KPI reports, set up new user access and maintain records, te...
Key responsibilities & accountabilities Performing all basic and intermediary pensions administration and project related tasks e.g. handling of new entrants, leavers, retirements, transfers and deaths. Knowledge & experience Able to demonstrate a fundamental knowledge of pensions administration activities and can apply this knowledge to any scheme. Previous pensions admi...
