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

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Financial Administrator

Financial Administrator

MLP Wealth Management was established in 1983, by Paolo Standerwick. Today the firm holds chartered status and is run by his two sons Paul and Sean. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to...

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Paraplanner

Paraplanner

Our client is a chartered status Wealth Management Business that was established over 40 years ago. Their fundamental goal is to provide their clients with financial peace of mind. The business aims to be a standout brand, prioritising client objecti...

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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

Yesterday by Financial Divisions

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 +

Yesterday by Financial Divisions

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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Compliance Officer

Compliance Officer

2 days ago by eFinancialCareers

Your main responsibilities as the Compliance Officer will be oversight for the compliance function from both a platform and retail client perspective and you will provide advice on regulatory matters, including matters such as 'simplified advice' mod...

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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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Pensions Trainee

Pensions Trainee

3 days ago by Surrey County Council

This role has a starting salary of 24,977 per annum, based on a 36-hour working week. This role is a 6-month fixed term contract. This role is open to hybrid working meaning you aren't required in the office 5 days a week. The Surrey Pension Fund is ...

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Mortgage and Protection Adviser CeMAP 1 or equivalent required

Mortgage and Protection Adviser CeMAP 1 or equivalent required

4 days ago by Appcastenterprise

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

4 days ago by GCB Recruitment

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

4 days ago by Optima Recruitment

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

5 days ago 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

5 days ago 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

5 days ago 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

5 days ago 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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Pensions Administrator

Pensions Administrator

A well-established organisation that has offices in Epsom and also overseas is looking for a Pensions Administrator to join the global client services team. The company offer personal and professional development opportunities, as well as hybrid work...

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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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