128 Finance Jobs in Westcott, Dorking (westcott Surrey)(Financial Services)

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Interface Team Administrator

Interface Team Administrator

1 week ago by WTW

This a great opportunity for an Administrator to join WTW, one of the leading Third-Party Administrators. The Interface Team is responsible for ensuri...

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IFA Administrator

IFA Administrator

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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Paraplanner & Financial Administrator - route to advisor - Dorking - £38-45k salary plus bonuses

Paraplanner & Financial Administrator - route to advisor - Dorking - £38-45k salary plus bonuses

This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals. Our cli...

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Chartered Independent Financial Advisor - Epsom, Hybrid - £60-75k +

Chartered Independent Financial Advisor - Epsom, Hybrid - £60-75k +

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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Financial Administrator

Financial Administrator

Our client is looking for a Financial Administrator to join their team in Surrey. Key Responsibilities: Deal effectively with queries from clients and other parties through effective communication. Record your client communications (whether that comm...

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Paraplanner

Paraplanner

We are looking for both trainee and experienced Paraplanners for our clients based in Surrey. You will be providing vital paraplanning support to a team of wealth advisers. There is also the potential to progress into and Advisory role within the fir...

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Mortgage and Protection Adviser CeMAP 1 or equivalent required

Mortgage and Protection Adviser CeMAP 1 or equivalent required

Experienced Mortgage and Protection Adviser – Guildford – To be considered for this role, you must hold CeMAP qualification or equivalent. What’s on offer to you as a Mortgage and Protection Adviser? On target earnings of 40000 to 60000 per year Full...

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Mortgage and Protection Advisor

Mortgage and Protection Advisor

We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Guildford area also covering the Grayshott...

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Corporate Administrator

Corporate Administrator

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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Financial Services Administrator

Financial Services Administrator

9 May by mbf.

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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IFA Administrator - Hybrid Working

IFA Administrator - Hybrid Working

9 May by mbf.

Mbf are working with one of the UKs foremost Financial Planning & Investment Management organisations; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly env...

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Paraplanner Team Leader

Paraplanner Team Leader

9 May by mbf.

Join one of the UK's foremost leading wealth management businesses with an international presence, renowned for its first-class reputation and commitment to excellence. As one of the UKs leading wealth management organisations, they have offices acro...

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Credit Control

Credit Control

We are seeking a diligent Credit Control team member to join our Accounting & Finance department. The ideal candidate will be detail-oriented with excellent problem-solving abilities. Client Details Our client is a well-established industrial and man...

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Invoice & Billing Team Member

Invoice & Billing Team Member

This role is for an Invoice & Billing Team Member within an established industrial / manufacturing organisation located in Addlestone. Client Details The company is an established player in the industrial / manufacturing industry, boasting a workforc...

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Investment Fund Sales Manager

Investment Fund Sales Manager

9 May by mbf.

We are currently seeking to recruit for an Investment Fund Sales Manager to join a leading Investment Management organisation. Our client is a prominent Investment Management company specialising in tax-efficient investment solutions in the United Ki...

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Loss Assessors

Loss Assessors

Loss Assessors - Insurance - South East England - 50000 to 60000 depending on experience. Hello Recruitment is pleased to be recruiting for Loss Assessors across the South East of England for an industry leader in insurance. You will tasked with stat...

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Senior Financial Adviser/IFA- Surrey based Chartered IFA - Up to £85k basic salary plus...

Senior Financial Adviser/IFA- Surrey based Chartered IFA - Up to £85k basic salary plus...

plus bonus and benefits package A key client of ours whom we have placed 3 staff with in the past, are looking for a Senior Financial Adviser (ideally Chartered) who can manage a portion of their longstanding existing book of business. Initially you ...

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Compliance Consultant (part time)

Compliance Consultant (part time)

Position : Compliance Consultant (part time position/3 days per week) Location : Redhill, Surrey Minimum Requirements : A strong background within Training & Competence and Compliance; Possesses a strong understanding of FCA rules & regulations; Part...

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Paraplanner

Paraplanner

17 October by Vision-FS Recruitment

Position : Paraplanner Location : Leatherhead, Surrey (2 days' per week working from home) Minimum Requirements : Level 4 qualified; 1 year Paraplanning experience; Intelligent Office experience Salary/package : Up to 40,000 (depending on experience)...

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Pensions & Benefits Consultant

Pensions & Benefits Consultant

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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Independent Financial Advisor

Independent Financial Advisor

9 December by Vision-FS Recruitment

Position : Independent Financial Advisor (hybrid role) Location: Epsom, Surrey Minimum Requirements : 2 years experience as an IFA Level 4 qualified Ideally hold CAS status Strong business development skills AF3 or AF8 qualification preferred Voyant ...

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IFA Administrator

IFA Administrator

8 Feburary by Vision-FS Recruitment

Position: IFA Administrator Location : Guildford, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal Salary : Up to 35,000 Bon...

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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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