Employment Type : Full-Time
The role is based in Guildford, Surrey with a highly regarded IFA Practice. Our client requires an individual to provide support to financial advisers and develop a longer term career progressing towards paraplanning. This will include a range of administrative duties, client service and technical support to assist the financial adviser in their duties. This is an exciting opportunity for a responsible, self-motivated, well organised candidate w...
Employment Type : Full-Time
Job Title: Independent Financial Advisor (IFA) Administrator Location: Guildford Salary: 28,000 - 32,000 Key Benefits: Work-Life Balance: Flexibility for two days working from home from start. Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged Exam Support: Structured training plan in place and support for professional exams Employee Benefits: Discretionary annual bonus scheme from day one...
Employment Type : Full-Time
Are you an experienced IFA Administrator looking for a new challenge in a supportive, close-knit environment? A highly successful and fully independent financial planning practice in Guildford is seeking a dedicated professional to join their team. This is a fantastic opportunity to work a team of leading financial planners and make a meaningful impact on clients' financial futures. The opportunity: As an IFA Administrator, you will be an essent...
Employment Type : Full-Time
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 Paraplanners and also Financial Planners ensuring the most demanding private clients receive the highest level of service. It is an ideal position for someone who enjoys the technical aspects ...
Employment Type : Full-Time
We are currently recruiting for a Financial Planning practice based in Guildford who are looking to recruit a Senior IFA Administrator to provide technical administrative support to the Paraplanner and Financial Adviser within the firm. 1. The applicant should be highly experienced, and certainly have been working in Financial Services for at least five years. 2. The candidate must have experience in the following areas: Processing new business ...
Employment Type : Full-Time
Senior Administrator - Ultra HNW IFA Based: Central Surrey (Guildford) Salary: 30-35,000 excellent benefits including upto 10% contributory Pension, PMI, IP, DIS and annual bonuses - discretionary and performance related. Our client is a leading, ultra-high net worth IFA, keen to recruit an experienced Senior Administrator to provide high level support to the team of advisors. The client is a professional, well established HNW IFA who have built...