93 Financial Assistant Jobs in Surrey

Financial Planning Assistant - Central London - up to 38K DOE The company I’m working with an IFA firm who are based in Central London. They provide independent financial advice and manage investment services for High-Net-Worth individuals and their ...

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If you have experience of handling complex Administration duties for an IFA firm and are looking for a culture that puts people first and actively invests in personal development then apply today. We are looking for an experience IFA administrator to...

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With Study Support & Benefits An excellent opportunity has risen for a Financial Planning Assistant to join an Accountancy Practice with a Wealth Management Division based in London. They provide expert and professional advice for both private client...

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Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across ...

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plus top benefits package, opportunity for career progression Excellent opportunity for an experienced IFA Administrator to join a top London firm where emphasis is placed on providing an individual tailored advice plan for their Clients throughout t...

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My client is a dynamic and forward-thinking Independent IFA Firm in Wimbledon who due to expansion are looking to take on a graduate IFA Administrator who has gained an internship/work experience in Wealth Management. Full training and support will b...

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My client is a well-established business who offer regulated Financial Advice to their private and corporate clients. They are looking for a Chartered qualified Independent Financial Adviser to look after a book of HNW/UHNW individuals in the Notting...

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plus full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Weybridge area has been now operating in excess of 15 years and have built their r...

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Our client is a professional city based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clie...

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Our client is a professional Central Berkshire based Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protec...

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full study support, 25 days holiday, additional Christmas close, PMI, 10% Bonus, extra day for Birthday and prior to RO exams. My Client with offices based in the Watford area has been now operating in excess of 15 years and have built their reputati...

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Job Title: Paraplanner Location: Holborn Salary: 35,000 - 43,000 per annum doe Job type: Full-time, Permanent St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded FTSE 100 UK Wealth Management company which distributes a ra...

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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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Assistant Paraplanner / Paraplanner - excellent career opportunity Farnham area - open experience depending plus package. A leading local Financial Advisory Firm who provides bespoke advice to an established high value client base are looking to recr...

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MORTGAGE ASSESSOR / UNDERWRITER - EPSOM - C 40K Our client, a major name within financial services, are currently recruiting for an experienced Mortgage Assessor /Underwriter to join their growing team. You must have industry experience, with a minim...

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Position : Personal Assistant (full or part time) Location: Horsham, West Sussex Minimum Requirements : Background working as a PA (ideally in a small/SME business); Financial Services experience preferred; Excellent administration and communication ...

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An exciting opportunity to join a financial services team at a leading consulting firm in London as an Assistant Manager within their governance and regulatory practise. You'll have the chance to work on a diverse range of projects, including Section...

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A Team Assistant is sought to provide essential administrative support within the Financial Services industry. The role requires exceptional organisational skills, a keen attention to detail, and the ability to handle sensitive information with discr...

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We are searching for a dedicated Assistant Relationship Manager who will provide comprehensive support to our financial services clients, while also ensuring a high level of customer satisfaction. Client Details Our client is a well-established comme...

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Join a progressive and high-performing Independent Financial Adviser (IFA) firm that is making waves in the financial planning industry. Our client is dedicated to providing a modern financial planning experience, combining personalised client servic...

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We are a successful and well established Investments and Pensions company who have grown due to acquisitions. We are now seeking an additional Pensions Administrator to join our team as the business grows. The role could suit candidates with previous...

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A dynamic global investment management firm in the heart of London is looking for a Team Assistant . As the Team Assistant you will be supporting the Head of Business Development and the Investor Relation Team. You will be involved in diary managemen...

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We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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We are currently recruiting for a Financial Planning practice in Hillingdon who are looking to recruit a Paraplanner to join their team. A minimum of 1 year’s paraplanning experience and Diploma qualified. Nice to have’s would be experience with iO, ...

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IFA Administrator Position: IFA Administrator Location: Harrow, London Salary: 25,000 to 30,000 per annum Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Para...

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