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IFA Administrator

IFA Administrator

We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and e...

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Paraplanner

Paraplanner

Position : Paraplanner Location : Epsom, Surrey (1-2 days per week working from home) Minimum Requirements : Level 4 qualified OR close to completing it Salary/package : Up to 45,000 (depending on experience) annual bonus 25 days' annual leave pensio...

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Stocking Executive

Stocking Executive

19 March by london works

Our client is a multinational financial services company. Full Time 2x per week in the office Salary: Up to 38k 10% bonus Main purpose of the job and specific responsibilities: Monitoring of stocking inboxes and phone enquires (internal and external)...

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Investment Manager

Investment Manager

An opportunity has arisen with a well established and rapidly growing national Investment firm for an experienced Investment Manager to join their Surrey office. As an Investment Director, your main responsibility will be managing and providing advic...

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Financial Administrator

Financial Administrator

31 January by Heat Recruitment

An award-winning financial services client in Epsom is looking for junior administrators as a result of their continued growth. The successful applicants must be organised, have excellent attention to detail and be passionate about helping to deliver...

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Sales Support

Sales Support

31 January by Heat Recruitment

An award-winning financial services client in Epsom is looking for sales support executives as a result of their continued growth. The successful applicants must be organised, have excellent attention to detail and be passionate about helping to deli...

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Investment Manager- Client Bank to inherit

Investment Manager- Client Bank to inherit

Are you a qualified Investment manager looking for an opportunity to manage and develop a book of HNW clients? An opportunity has arisen with a well established and rapidly growing national Investment firm for a qualified Investment Manager to join t...

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Paraplanner

Paraplanner

7 Feburary by Heat Recruitment

We are looking for a talented Paraplanner to join a well-respected and successful wealth management practice. The successful applicant will be working on a hybrid basis with the chance to work 3 days from home. You will be working in a busy team in s...

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IFA Administrator

IFA Administrator

27 September by Vision-FS Recruitment

Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our ...

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Junior Pension Project Managers/Senior Administrators

Junior Pension Project Managers/Senior Administrators

We are recruiting for a global leading financial services organisation who committed to fostering the growth and success of all, whilst investing heavily in learning and development and paving unique career paths. They are an organisation and employe...

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Pensions Trustee and Governance Executive In House

Pensions Trustee and Governance Executive In House

23 April by Alexander Lloyd

Calling Pensions professionals who would like to work for the leading 'In House' Group Pensions department of a globally respected FMCG organisation As the Pensions Technical and Trustee Services Executive you will be responsible for assisting the 'H...

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IFA Administrator

IFA Administrator

Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study...

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Paraplanner

Paraplanner

19 April by Search

Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role To draft financial p...

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Mortgage Broker

Mortgage Broker

Location: Chobham, Surrey Salary: 28,000 with excellent benefits and bonus An excellent opportunity has arisen for an experienced Mortgage Broker to join the team at an Appointed Representative of St. James’s Place Wealth Management Plc. Are you an e...

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Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Financial Adviser - Surrey - £65k - £85k basic salary plus benefits package

Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Cha...

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