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Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's...

The role An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking. Must have previous experience working for an IFA, a mature professional attitude...

We are currently recruiting for a Financial Planning practice based in Woking who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and experience...

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 of...

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 services...

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 support...

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 Bonus...

IFA Administrator Based: Guildford, Surrey Salary: 36,000 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 including...

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 including...

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, there...

The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support...

We are currently recruiting for a Financial Planning practice based in Bracknell who are looking for an experienced IFA administrator to join their team. Must have previous experience working for a Financial Planning practice and ideally knowledge and...

An IFA (independent financial services) Administration Manager is required for a key role within a leading company in the Financial Services sector. The successful applicant will be a dynamic team leader, responsible for overseeing a range of secretarial...

Mbf are working with a very well-established Financial Planning & Investment Management organisation; the client has a strong history and a fantastic reputation. They have a national presence but have managed to retain their close-knit, friendly environment...

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 environment...

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 have...

My client is a Chartered Independent Financial advice firm based in Esher, Surrey. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate...

My client is a Chartered Independent Financial advice firm based in Guildford. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate...

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 and...

Our client is a very successful small firm of Wealth Planners based in Woking who require an IFA, Wealth Planning Administrator. Purpose of the role To support the advisers in their day to day duties. Liaising with clients, keying client information to...

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) annual...

Position : Paraplanner Location : Epsom, Surrey (1-2 days per week working from home) Minimum Requirements : Level 4 qualified OR close to completing it Salary/package : Up to 45,000 (depending on experience) annual bonus 25 days' annual leave pension...

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 owners...

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 client...

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' models...