204 Personal Jobs in Surrey

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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Responsibilities: Provide high-quality client-focused corporate governance advice to Boards and/or Committees to include: preparing agendas in line with business priorities and governance requirements; drafting, commissioning, reviewing and editing p...

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Responsibilities: Provide high-quality client-focused corporate governance advice to Boards and/or Committees to include: preparing agendas in line with business priorities and governance requirements; drafting, commissioning, reviewing and editing p...

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Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham. Main Duties and Resp...

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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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Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive tra...

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ROLE DESCRIPTION: As a Sales Assistant in our pawnbroking business, you will be responsible for providing excellent customer service and assisting customers with pawn transactions, sales, and inquiries. You will work in a fast-paced and dynamic envir...

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Excellent opening for a Diploma qualified Paraplanner offered by this independent boutique financial planning firm where they provide whole of market Financial advice to their portfolio of HNW Clients and their families all based in Surrey, Sussex Ke...

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My client, a well known specialist pensions organisation, currently seek an experienced pensions administrator to join their friendly team. This is a varied role and duties will include: Providing client and administrative support to the pensions con...

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Financial Planning Administrator / Wealth Planning Administrator - supporting 2 Paraplanners Our client is a multi-award-winning firm of Chartered Financial Planners, that we have worked closely with for a number of years. They have an impressive tra...

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We are recruiting for a highly regarded IFA practice who are looking to grow their team. They have a vacancy for a replacement Paraplanner. This is an excellent opportunity for a career Paraplanner or someone keen to develop into a Financial Planner ...

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This client has quickly established a reputation for first class service, innovative ideas, and a willingness to work alongside other firms of advisers to ensure that clients’ needs, and expectations are met. They are looking for a Deputy Pensions Te...

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Our client is looking for a Wealth Management Administrator to join their team in Epsom, Surrey, Key Responsibilities: Prepare and package financial planning reports for the Financial Planners and their clients Preparation of transactional templated ...

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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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Basingstoke/Hybrid You will be responsible for helping us consistently deliver an exceptional service that puts the fair treatment of the customer at the heart of the business. As a Senior Complaints officer, you will assist the complaints Team leade...

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Manage an existing client base Plus: revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Surrey. They offer holistic whole of market financial advice on Pensions, Investments, Tax Planning, IHT, M...

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We are looking for an experienced Financial Administrator to join our clients SJP Practice based in Chobham. This position will involve supporting Financial Advisers with all areas of administration including, business processing, financial administr...

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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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Financial Adviser (get CAS signed off quickly) - Clients provided, work with the MD. 40k - 50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are an independent wealth planning firm in Dorking/Reigate who offer whole of market financial advi...

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Power BI Developer (Global PharmaCare) Do you want to work in world class global leader? Are you passionate about Power BI? Do you want to work in an innovative and fast thinking progressive company? Are you ambitious and driven? Are you looking to b...

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Paraplanner Vacancy: 35k - 50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owner...

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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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Our client is a world leader in asset finance, providing vendor and equipment finance across various markets, including Hi-tech, Transport, Construction, Industrial, Medical, Public Sector, and Agriculture. As a Credit Underwriter, you will play a pi...

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The Firm Our client is a financial planning and asset management house that is dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Their mission is to improve everyone’s relationship with their wealth:...

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We have a great opportunity for a Pensions Administrator, offering excellent progression with support and superb benefits. Our client offers a friendly, structured environment in Godalming. The Pensions Administrator would be responsible for preparin...

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