199 Planning Administrator Jobs in Surrey

Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team. Supporting a team of experienced paraplanners & financial planners, duties & responsibilitie...

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Due to continued success in delivering bespoke Wealth Management solutions to their expanding client base, this innovative and successful Financial Planning firm is keen to attract a dedicated and enthusiastic Administrator/ Junior Paraplanner to joi...

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IFA Administrator with 1 years' experience - Chartered IFA firm - West End Offices (Central London) - Hybrid working after onboarding and training My client are an award winning Chartered independent wealth planning firm in Central London who I have ...

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Plus: excellent career opportunity, superb benefits package includes full study, personal development plan, season ticket loan Amazing opportunity for an experienced IFA Administrator to join an award-winning independent London based firm with a trul...

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We are recruiting for this well regarded financial planner who are looking for an experienced IFA Sales support administrator to join. The role is a mix between administration with a high level of analytical skills required. Experience required: A mi...

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We are currently recruiting for an award winning Financial Planning practice based in London, Mayfair who are looking to recruit a Paraplanner. They also hybrid working 2 days a week from home. They require a Paraplanner to assist Wealth Planners wit...

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We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as...

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Position : IFA Administrator (full time OR 4 days per week, flexible hours available) Location : Sutton, Surrey Minimum Requirements : 2 years IFA Administration experience, Intelligent Office experience, excellent communication skills, staff managem...

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Position : Trainee IFA Administrator (office-based role) Location : Redhill, Surrey Minimum Requirements : Excellent communication skills; Hungry and ambitious to build a career within Financial Planning; Live close to Redhill Salary/package : 21,000...

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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 e...

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Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of high net worth individuals, giving advice on pensions, investments, tax planning, IHT, mortgages and some protections to clients across ...

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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...

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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...

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Paraplanner 30,000- 38,000 Paraplanning/ Report writing & IFA admin experience Home Based Level 4 Diploma qualified YOUR NEW COMPANY A leading Financial Planning business is currently seeking a Paraplanner to join their growing team. The role will be...

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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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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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An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression...

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Role: Financial Adviser Administrator Location: City of London Salary: Up to 35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in...

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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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Role: IFA Administrator Location: City of London Salary: Up to 35,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wid...

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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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Job Title: IFA Administrator Industry: Financial Planning Location: Finchley, London Salary: 30,000 - 40,000 Job Reference: 9002 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financia...

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Role: IFA Administrator Location: City of London Salary: Up to 30,000 2-3 days a week in the office This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wid...

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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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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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