894 Planning Administrator Jobs in Surrey

Protection Administrator Surrey Our client is an established Financial Planning business that specialises in advising their clients on Property Finance and Insurance needs. They are a fun and close-knit team who all share a passion for delivering a t...

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Our client, a well-established Independent Financial Advice firm based near Hillingdon, offers an exceptional opportunity for you to transition into a Paraplanner role. With a rich history of providing whole-of-market financial advice on Pensions, In...

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plus opportunity for hybrid working, Bonus, study. My client is a Chartered boutique Independent firm of Financial Advisers who have an excellent reputation across Surrey are now looking to offer this very interesting role to an experienced IFA Admin...

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Join a leading employee benefits firm in Weybridge as a Corporate Administrator. Our client is dedicated to providing personalized financial planning solutions and is seeking a motivated individual to join their innovative and rapidly growing team. K...

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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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Administrator - Basic 30K - 34K Disc Bonus and Benefits. A successful and high quality Financial Planning practice is looking for an additional Administrator to join their team. This role will have primary responsibility for supporting a Director and...

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Position : Mortgage and Protection Administrator Location : Horsham, West Sussex Minimum Requirements : Mortgage and Protection experience (ideally from a Financial Planning firm) Financial Services Administration experience Salary/package : Up to 28...

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plus Full study support package Benefits My client is an independent wealth planning firm in Watford, providing whole-of-market financial advice to a diverse clientele with several regional offices in the U.K. Managing over 200m of clients' assets, t...

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Full study support package Benefits My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over 200m of clients...

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Are you a skilled Sales Support Administrator with experience gained within an IFA/Wealth Management firm? Are you able to utilise your expertise to deliver a first class service to clients and colleagues? Are you looking for a professional environme...

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Our client is based near Uxbridge, we have placed 2 staff within the business in the last 2 years. They are now looking take on a Senior Financial Administrator. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Trusts, M...

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This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to 35,000 and after becoming an established administrator, ther...

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My client are based near Uxbridge, and are looking to take on a Senior IFA Administrator within the team. I have placed 2 staff within the business during 2022 & 2023. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Tru...

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Financial Administrator to Paraplanner - 25k - 32k bonus, Full study support - Chartered IFA - Haywards Heath My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market fina...

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My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a graduate with an internship within Wealth Management and or Financial Services as an IFA Administrator to join their small and f...

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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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Company client currently representing an opportunity on behalf of our established client, a leading engineering and maintenance provider. They are currently seeking an Administration Assistant for their Hull office on a full-time basis. As an Adminis...

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We are working with an amazing global sports lifestyle business who are seeking a highly organised and proactive Office Administrator to oversee the office, assist with various aspects of their app’s backend operations, manage events, handle communic...

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Financial Administrator - 25k - 35k bonus, Full study support - Chartered IFA - Haywards Heath My client are a Chartered independent wealth planning firm in Haywards Heath who I have placed 3 staff with. They offer whole of market financial advice to...

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Sales Administrator London, NW10 24,000 Pension Parking If you are at the start of your career and are looking for a really varied position then this Sales Administrator role will really suit you. Some of your duties will include: - Providing adminis...

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Our client is a leading financial planning firm dedicated to providing exceptional services to individuals and corporates. With a team of approximately 25 professionals, they foster a collaborative environment and uphold core values of trust, industr...

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Due to continued success in delivering innovative Wealth Management solutions to their clients, a new opportunity exists for a positive and proactive Sales Support Administrator to join their expanding Financial Planning team. If you are able to util...

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An exciting international business near Camberley is looking for an experienced Sales Administrator with global export experience. This company offers hybrid working with 3 days at home and 2 in the office. This is initially offered as an 18-month FT...

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My client is a well-established and successful Firm in London, who are looking to take on an IFA Administrator who has gained about 2 years’ experience working in Wealth Management and looking for a new challenge in an IFA administration role. The ro...

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and excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme Are you an experienced IFA Administrator looking fo...

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