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Date: 4 days ago
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Surbiton, Surrey
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£50,000 - £65,000 per annum, OTE
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0 applications
Self Employed with full admin support Directly Authorised Quality Appointments Provided Genuine OTE £60,000 Company has a strong track record of success over a number of years Our client is a directly authorized nationally based mortgage brokerage with the resources to provide exceptional support and qualified appointments to its team of experi...
A nationwide IFA firm are looking for Training Administrator to join their office in Weybridge. This is a part time position and the successful individual will be working a 15 hour week. The purpose of the role is to administer the firm’s training and competence procedures, with accountability directly to the Head of Training and Development. By providing full administrative support, you will ensure that...
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 conta...
One of the most established and professionals IFA's in the UK have an exciting opportunity for a knowledgeable Diploma Qualified Paraplanner to join their growing, well-regarded company. Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. Specifically, this role will focus on developing professional relationships with inte...
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Date: 4 days ago
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Guildford, Surrey
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£75,000 - £100,000 per annum, inc benefits
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1 application
Financial / Mortgage Advisor (OTE Up to £100K) Home/Field Based (covering Surrey) OTE £75,000 - £100,000 (Commission Only) Are you a financial advisor with a desire to learn? Want to earn great commission with a well-established company offering full training? If so, look no further. A superb opportunity has arisen for a Financial / Mortgage Advisor to join Openwork, the largest multi-tie network in...
Clark James Financial Services are working with a highly established national IFA who are seeking an experienced Financial Services Administrator to provide effective sales support to the Consultants specialising in Personal Financial Planning. Key duties: Prepare client information for the Consultant for client reviews Dealing with new business illustrations and applications, and...
This award-winning client is rapidly expanding its activities and is looking for an experienced Pensions Data Cleansing Administrator to join the business on a permanent basis. Supporting several teams, who are providing Pensions Administration to a number of high profile Defined Benefits schemes, this role is responsible for completing all aspects of data cleansing for any data on the company-wide systems and databases. ...
Responsible for providing efficient and effective support to Clients ensuring outstanding customer service is provided at all times. This also encompasses the processing and management of client documentation within the specified compliance requirements Maintenance of Adviser Office ensuring that all event lists and tasks are carried out and completed in line with company policy and procedures Process all Business as dir...
This highly regarded IFA practice who provide holistic advice to HNW clients are in the market to expand its current support team by recruiting for an experienced Sales Support Administrator. You will primarily be working alongside some exceptional wealth management consultants providing excellent administration support. Duties will include day to day administration i.e. processing applications, chasing outstanding information, dealing...
Location - Guildford, Woking and Farnham Branches Package • Basic Salary £20,000 to £30,000 • Service Bonuses c£7,000 • London Weighting £2,250 • Flexi-bens • Company Pension scheme plus Death In Service • Family PHI Company Profile My client is one of the most sought after employers in the UK retail banking indus...
Location - Guildford, Woking and Farnham Branches Package • Basic Salary £20,000 to £30,000 • Service Bonuses c£7,000 • London Weighting £2,250 • Flexi-bens • Company Pension scheme plus Death In Service • Family PHI Company Profile My client is one of the most sought after employers in the UK retail banking indus...
A renowned specialist within the Pension Administration industry are currently looking to recruit a Pensions Systems Implementation Analyst on a contract basis; to provide Pension software support and consultancy services for designated clients. The Pensions Analyst will be required to analysis the needs of clients and define, configure, test, implement and maintain specific pension's elements of the Company's software, whilst additi...
Background Excellent opportunity for a SAS programmer to join a successful, growing MI team. Based within AXA Personal Lines, the Business Information team are responsible for building a sophisticated data infrastructure and management reporting framework to service the needs of a busy Pricing and Underwriting Department. The role Business Information are developing a state of...
40 jobs matching this search were posted in the last week
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 an initial 6 months contract basis. Working on a high profile Defined Benefits scheme, this role is responsible for completing all aspects of administration; including retirement quotes, resolving queries, ensuring payments...
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Date: 16 May
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Epsom, Surrey
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£30,000 - £42,000 per annum
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1 application
FTSE 250 Company with a turnover of approx £1.4bn are seeking a Pensions Officer to join their in-house team. Employs approximately 17,000 employees globally, of which 11,000 are UK based. The Role Primary objective of the Pensions Officer is to assist the Pensions Operations Manager and the Trustees to ensure that the administration of the various pension arrangements is robust and effective. Responsibilities ...
One of the worlds leading High Street Banks has an opportunity for an experienced Mortgage Adviser to join their Branch in Dorking. Do you want to be part of a successful team working together to increase customer satisfaction? Working in a retail branch, you will meet with new and existing customers, and review their mortgage and protection needs making recommendations whilst providing top class customer service. No day will b...
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. ...
Based in the heart of Surrey, a challenging and fast moving role now exists for Pension Benefits Associate within the DC Transfers division of the global leading and highly respected financial services organisation. This specific operational division supports and maintains pension administration services for a wide range of corporate clients and include full support to pension scheme members at all stages of the administration life c...
Our clients is recognised as having one of the most innovative and flexible reward programmes in the financial services sector. Opportunity to participate in bonus schemes, with a huge range of discount vouchers which covers everything from childcare to shopping, wine and fashion, discounted group products such as life assurance, private medical cover and insurance options. You'll achieve and exceed individual sales performance...
My Client, a leading Financial Provider, are seeking an experience Senior Paraplanner to join their expanding team. The Role The applicant should be highly experienced, and probably have been paraplanning for at least five years Qualified to chartered status, preferably including the Paraplanning qualification. Expertise should include tax-based advice (EIS, VCT, BPR) as well as pensions, investments and protection relate...
A well established Insurance firm has an exciting opportunity for a Compliance Officer to join their Surrey based team. The Role Working closely with the compliance manager the compliance officer will provide an effective compliance monitoring service to the group of companies. You will work closely with the business to identify potential compliance risks and to help the business to implement appropriate solutions to mitigate ...
Our client, one of the UK's leading pension and employee benefit companies, is currently seeking an In-House Account Manager to manage strategically important client relationships. Responsibilities: - Take ownership of relationships with key existing and prospective Clients, including communication from all areas of the business and commercial conversations covering all aspects of the contracts. - Support and lead business...
My client is a leading wealth management company that provide advice to high net worth clients across the UK. They are well known for their exceptional training and support ensuring each of their advisers attains Chartered qualifications whilst meeting and exceeding business objectives. They currently seek an employed IFA to service their client bank along the M4 corridor across the Reading, Bracknell, Guildford and Oxfordshire locat...
An exciting opportunity has arisen for a Level 4 Diploma Qualified Financial Consultant to join our client in providing exceptional financial planning services to Lawyers in the Richmond/ Twickenham area. In 2010 our client received 10/10 for its overall financial strength which in this market is exceptional. They have continued to score top marks for the last 6 years They have been named Business of the Year at ...
An opportunity has arisen for a full-time Pensions Administrator to join a leading financial services company in Surrey. The Role The successful applicant will be working on variety of occupational pension schemes , both DB and DC, the successful candidate will work as part of the team providing full cradle to grave administration services. The role will primarily focus on routine pensions administration tasks and monthly proc...
