Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually g...
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Manage some existing clients from the MD Surrey based Chartered IFA Financial Advisor: You will manage some of the MD's current clientele while also bringing in some new business; base pay of 65- 85k benefits - Chartered IFA situated in Surrey. A Cha...
Manage an existing client base Manage a book of 100 clients with average AUM 1m 100-120k basic salary revenue related salary increases bonus My client are an Independent Financial Advice firm with offices in Hampton. They offer whole of market advice...
Group Risk & Healthcare Consultant - Business Development Lead Alexander Lloyd are partnered with a growing Pensions & Employee Benefits Consultancy firm and due to significant growth over the last year are looking to add an experienced Group Risk & ...
Your new company A progressive and innovative financial services company specialising in the financial and payments sector is seeking an experienced compliance manager to join its team. Its commitment to integrity, regulatory compliance, and ethical ...
An excellent opportunity has risen for a support role within a Financial Planning team . The role would suit a candidate who is personable, empathetic and a fast learner. There are great opportunities for progression within this organisation. An exce...
Non-Qualified Financial Advisor (Support to Qualified Advisor) 25,000 - 30,000 Progression Pension Bonus Other Company Benefits Leatherhead, Surrey, commutable from Dorking, Sutton, Byfleet, Redhill, Cobham, Weybridge, Guildford Are you an aspiring F...
Our client is an established IFA firm of around 50 years established and they are looking to build a team of professional IFA's The company is ready to hire self sufficient IFA's on an employed basis and will allow remote working The offer is unique ...
Financial Planner Are you a dynamic, results-oriented Financial Planner looking to take your career to the next level? My client is seeking a fully qualified professional with a minimum of 5 years' experience to join their esteemed wealth management ...
Enforcement Officer Monday - Friday, 40 hours p/w, Permanent (Flexitime available) 25,000 Annual Salary Uncapped Commission Realistic OTE 50,000 to 70,000 Location: Guilford FULL DRIVING LICENSE REQUIRED Are you looking to Progress and take your care...
Paraplanner Join a leading wealth management team as an experienced Paraplanner, where your skills and ambition will thrive. This role is perfect for someone with a Level 4 Diploma in Regulated Financial Planning and at least 2 years of paraplanning ...
IFA ADMINISTRATOR Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation...
We have successfully recruited during 2023 and as the business grows and develops, we now require an additional two Quality Assurance team members to join our wider Legal and Compliance team. We are seeking candidates who have some demonstrable exper...
We are recruiting for a highly regarded financial planning firm based in Surrey. They are well established and manage relationships with high net worth clients. They have an active client bank that they want someone to manage and require an experienc...
IFA Administrator Based: Dorking, Surrey Salary: 35,000 Benefits and bonus This is a brilliant opportunity for a technical and professional individual to take on a new role in the company. The role of Administrator and will be working in a team inclu...
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:...
Technical IFA Administrator / Trainee Paraplanner Location: Chobham Hybrid working - 3 days per week in the office Salary: 33,000 - 40,000 per annum Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move? Do you ha...
Paraplanner - Part of Fully Qualified Location: Chobham Hybrid working - 3 x days in the office Salary: 33,000- 45,000 Are you an experienced Paraplanner looking for your next role? Are you looking to work closely with the Advisers so you can build a...
A long established, well respected IFA Compliance organisation are keen to appoint a Diploma qualified IFA File reviewer. The role is home based with occupational IFA visits required. Typical responsibilities: Review suitability reports to ensure tha...
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 ...
We are seeking a highly motivated and organised individual to join a team as an Independent Financial Advisor (IFA) Support Associate. In this role, you will play a crucial part in supporting their Independent Financial Advisors in delivering excepti...
Financial Adviser - manage some existing clients from the MD - 65k - 85k basic salary plus benefits package - Surrey based Chartered IFA A key client of mine who I have met and worked with very closely over the past year are a Chartered IFA firm with...
Paraplanner, based in Surrey, competitive salary and benefits package Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards. Job Role To draft financial p...
Our international client requires a Collections & Recovery Coordinator to join their team for a minimum period of 6 months. Main Responsibilities: General Communications Pre-Arrears Agreement Handling, speaking with customers who potentially cannot a...
Responsibilities include: Evaluating financial data to make effective underwriting decisions on all types of financial cover for customers within agreed SLAs. Analysing and reviewing any additional information from customers to evidence your decision...
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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