Posted by In-pact accountancy Ltd • £60K/yr to £70K/yr
Are you an experienced Financial Advisor seeking a new challenging role within a well established and highly professional local organisation?
Have 1st class client liaison and communication skills and live locally to either the Sutton or Byfleet areas?
Interested in joining an organisation that can offer significant benefits as well as a flexible working environment that offers an excellent work/life balance?
Posted by Financial Divisions • £50K/yr to £70K/yr
I have placed 3 advisers with this business, the office manager and an Administrator.
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Guildford area also covering the Grayshott area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced office with excellent earning potential and leads will be provided by the Estate Agency team.
Posted by Surrey County Council • £36K/yr to £39K/yr
We are excited to be hiring a new Personal Advisor (PA) to join our fantastic Asylum-Seeking Care Leaving team.
This full-time, permanent role has a starting salary of £35,730 per annum, based on a 36-hour working week.
The team is based in Weybridge, however Surrey County Council embraces agile working and offers hybrid working arrangements including at least 2 days a week.
Posted by Laithwaite Financial Services Ltd • £26K/yr to £35K/yr
An excellent opportunity for an experienced and dedicated IFA administrator to join a well established, Independent Financial Adviser based on the outskirts of Woking.
The position is fully office based.
Must have previous experience working for an IFA, a mature professional attitude and the ability to produce accurate and detailed work to a consistently high standard.
Are you seeking a new challenge in a progressive company
As an Administrator, you will play a key role in supporting with administrative tasks and acting as the central point of communication between the Advisers and clients.
You will ensure that all services are delivered professionally, efficiently, and in full compliance with company standards.
General
Working as part of a collaborative team, your responsibilities will involve client support, managing communications, and ensuring that day-to-day operations run smoothly, making you a vital part of the organisation's success.