Location Reigate Salary £25000 - £35000 TypePermanent WorkplaceOn-Site Ref88718 IFA Administrator Location: Surrey Salary: £25,000 £35,000 DOE Job Type: Permanent | Full-time Job Description A well-established and growing financial planning firm in Surrey is looking for a proactive and detail-oriented IFA Administrator to join their team. This is a fantastic opportunity for someone with a...
An international Wealth Management business with a network of Financial Advisers is looking for a strong administrator with great people skills to support their clients and advisers. Ideally, you’ll have previous experience supporting in a highly regulated environment such as financial services, but training will be provided to the right candidate.The role will assist with submitting all new...
Senior IFA Administrator Guildford £36,000 - £42,000 DOE Our client is looking to recruit a Senior IFA Administrator to join their expanding team, driven by strong business growth. This varied and fulfilling role will play a pivotal part in supporting both paraplanners and financial advisers, helping to maintain the high standards of service their clients receive. Key Responsibilities: Act...
You will be responsible for ensuring the smooth and efficient progression of client cases, maintaining accurate records, and acting as a reliable point of contact for both clients and providers.
Customer Support / Admin Support RolesMultiple roles from Entry level to ExperiencedImmediate Start£25k-£35k dep on expBased local to Guildford, SurreyWe are currently recruiting for a number of Customer Service and Admin support roles in and around the Guildford area.Would suit either recent Graduates or someone with some office based experience in administration/customer services. Please be...
You will handle a range of enquiries including: Diagnosing and requesting repairs Record customer complaints and, whenever possible, resolving them at first point of contact This role typically requires strong communication skills and experience in customer service or call handling.
You will be working alongside the Paraplanner of the firm and dealing with exceptional clients on a daily basis.
You will be encouraged to progress toward Diploma qualifications and the role could progress to Paraplanning role in the future. The ideal candidate will be working as an IFA support currently and will be looking to progress their career.
Senior IFA Administrator – £36,000 - £42,000 depending on experience – Guildford The Role Are you an experienced IFA Administrator who thrives in a busy, detail-focused environment? Do you enjoy being the reliable support that helps financial planners deliver high-quality advice? Price Ferguson Ltd is a well-established financial planning practice based in Guildford. Due to continued growth,...
Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that Sales isnt for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs? About the Role As Tax Support Executive, youll be the connecting force between Sales and our Tax specialistsmaking sure every new client has a...
Job description A highly regarded IFA are looking to add strong experience to their existing high performing team of advisors. This is a superb opportunity for the following reasons: High earning potentialHybrid / office / remote workingFull paraplanning, administration and compliance supportA broad range of advice dealing with a core high net worth client portfolioAmbitious growth plans that...
Job Description Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover in Financial Year 2024 was in excess of £2bn. We work with SME’s, corporates and public sector organisations to modernise and digitally transform their IT infrastructures. We invest in our employees through on-going support, training and advice to...
Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover in Financial Year 2024 was in excess of £2bn. We work with SME’s, corporates and public sector organisations to modernise and digitally transform their IT infrastructures. We invest in our employees through on-going support, training and advice to help them achieve...
IFA Administrator / Wealth Planning Administrator Guildford Up to £35,000 a year Hybrid working options Free on site parking Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development? About the Company: Our client is a well-respected, wealth planning company with a strong reputation for delivering...
Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover in Financial Year 2024 was in excess of £2bn. We work with SME’s, corporates and public sector organisations to modernise and digitally transform their IT infrastructures. We invest in our employees through on-going support, training and advice to help them achieve...
Location Camberley Salary £25000 - £35000 TypePermanent WorkplaceHybrid Ref89144 Recruiter Managing This Role Part-Time IFA Administrator Flexible Hours / Remote Working after probation Up to £35,000 pro rata A fantastic opportunity has arisen for an experienced part-time IFA Administrator to join a well-established and highly regarded Financial Services firm. The role offers flexibility...
We are currently recruiting for a Financial Planning & Wealth Management firm in Cobham who are looking to recruit an IFA Administrator. They are a boutique Financial Planning & Wealth Management firm that provides financial planning and investment management services to a select group of discerning high-net-worth bespoke families. Job Purpose As IFA Administrator, your role will be to assist...
Do you enjoy admin, have outstanding organisational skills and a passion for providing a great customer experience? Do you find that Sales isnt for you, but you enjoy the challenge of retaining customers and getting them the best service for their needs? About the Role As Tax Support Executive, youll be the connecting force between Sales and our Tax specialistsmaking sure every new client has a...
We are currently recruiting for a highly regarded Financial Planning practice in Epsom who are looking for an experienced IFA Administrator to join their team. This company illuminate their client's financial world. Building clarity and confidence in their mind and optimising every experience they have with them. Responsibilities The IFA Administrator is responsible for the efficient and...
Location Cobham Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89337 Recruiter Managing This Role IFA Admin Cobham Up to £35,000 The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen. We are looking for someone to provide high quality technical administration and analytical support to the...
We are recruiting for a well regarded Financial Planning Practice based in Guildford. The applicant should be highly experienced and certainly have been working in Financial Services for at least five years. Qualified to Diploma status or working towards it. The candidate must have experience in the following areas: Processing new business for both individual and corporate clients. Extensive...