144 Client Services Jobs in Guildford

Client Services Representative - Salary 26,000 - 28,000 Excellent Benefits Based: Farnborough / Hybrid Working Our client is a market leading Financial Services business who provides independent financial advice. They are looking for a customer servi...

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Client Services Representative- Farnborough- 29K Job Summary: The Client Services team is the primary point of contact for clients and prospects seeking advice and services. They manage inbound and outbound communications, book appointments for Advis...

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We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...

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5 x Financial Planning Administrator - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Private Medical Cover Y...

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5 x Financial Planning Administrator/Trainee Paraplanner - 30k - 35k salary Bonus (10%) Route to being a Paraplanner in the future Office in Weybridge (Surrey) 25 Days Annual Leave plus offices closed over Christmas Benefits: Full Study Support & Pri...

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Overview: Our client is a leading employee benefits firm, who provide personalised and comprehensive financial planning solutions. They have a passion for helping individuals achieve their financial goals and a strong commitment to excellence. They a...

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IFA Administrator Lloyd Recruitment Services are delighted to be recruiting on behalf of a well established and highly reputed Independent Financial Advisers that specialise in providing comprehensive financial planning and investment management serv...

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Mbf are working with a national financial planning organisation in Guildford to recruit a Financial Services Administrator. Our client has offices across the UK, this is a fantastic opportunity to join a friendly & professional practice at an excitin...

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Our client is a successful and established protection and employee benefits firm in Brighton and they are currently looking to expand their team. About the role We are currently looking for experienced and successful EB specialist to look after a por...

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Alexander Lloyd has an exciting new role for a Senior Pension Administrator to join one of the smaller yet highly respected Pension and Actuarial firms operating in the UK. Working within an established team of administrators dealing with a range of ...

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Financial Advisor | Independent Financial Advisor 50,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Guildford| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wea...

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Financial Advisor | Independent Financial Advisor 50,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Guildford| Surrounding Area’s Level 4 Diploma | CF30 Financial Advisor YOUR NEW COMPANY This is an award-winning UK Financial Advisor | Wea...

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Our client, a national wealth management firm, is seeking an experienced, qualified Investment Manager to join their highly successful team. This is a role that is part of the wider growth strategy so we are looking for someone who either has clients...

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Our client is an award-winning, market-leading IFA firm with offices in Surrey. The business has partnered with Vision-FS Recruitment to find an experienced Pensions & Benefits Consultant to join its rapidly expanding team based in Guildford. The fir...

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My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demon...

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Paraplanner - Leading National Wealth & Investment Management Organisation Guildford, hybrid, flexible working Salary to 45,000 (potentially negotiable) - plus benefits MBF Recruitment are delighted to partner with our respected client, a leading Nat...

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Financial Advisor | Independent Financial Advisor 100,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Nationwide Roles YOUR NEW COMPANY An industry-leading Financial Planning business seeks to expand its network of Diploma Qualified Financi...

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This independent firm of actuaries and consultants are looking for an experienced pensions’ administrator to join their pensions’ administration team. The successful candidate will work as part of a small but dedicated team of administrators, servici...

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Join a leading investment management business at the forefront of innovation and growth. Our client is a renowned name in the industry who specialise in empowering investors to achieve their financial goals through cutting-edge platforms and tailored...

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Mortgage Advisor | Mortgage Adviser | Mortgage Broker 30,000 - 150,000 | Un-Capped Earnings Clients Leads Provided Guildford | Surrounding Area’s CeMAP qualified YOUR NEW COMPANY Our client is a leading mortgage business that is currently seeking pro...

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TIFFANYS WEALTH MANAGEMENT LTD Financial Services Senior Administrator Position Description Financial Administration including Team Leader/Management duties with a potential to progress into Technical Associate role - Team Leader/Management experienc...

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IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation...

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Due to a number of internal promotions, 2024 is already looking extremely positive for this leading employer in the financial services and pensions sector, who are seeking an additional Deputy Pensions Team Leader. This is an outstanding opportunity ...

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Financial Planning Manager - Alresford - 50K plus DOE Are you an IFA with an existing client bank? If you are, please keep on reading Overview of Role ??????? In this role, you will be assisting the Managing Director with the development, maintenance...

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Mbf are working with a national financial planning organisation in Bracknell to recruit a Financial Services Administrator. Our client has offices across the UK and a particularly strong presence in South West of England, this is a fantastic opportun...

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