Posted by BWD Search & Selection • £45K/yr to £55K/yr
Are you looking for a step up into an adviser role, or are you an adviser looking to elevate your career and join a fantastic firm operating in a remote/field based capacity.
We offer more than just a jobwe provide a supportive and empowering environment where your personal goals are valued as much as those of our clients.
This role comes with a ready made client bank to get you started and you will be given the tools to grow, develop it and enhance your career.
Posted by Financial Divisions • £50K/yr to £70K/yr
My client are an Independent Financial Advice firm based in Sussex (near Gatwick).
They offer whole of market advice on Pensions, Investments, Tax Planning, retirement planning, IHT, Mortgages and some Protections, Wills, Trusts and Powers of Attorney.
I have placed 3 advisers with this business, the office manager and an Administrator.
As a valued member of the Financial Planning team, you will work alongside accomplished Advisers who provide comprehensive financial advice across the entire market, focusing on high-net-worth private clients.
Our respected client is currently seeking an IFA Administrator to join their friendly team.
We are delighted to represent a highly successful Independent Financial Planning firm located in Woking.
Posted by Blakemore Recruitment • £40K/yr to £50K/yr
A Financial Planning firm located in Walton-on-Thames are looking to recruit a highly professional and competent individual to join their Paraplanning team.
The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence.
The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Surrey working on a remote / work-from-home basis.
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
Posted by Financial Divisions • £35K/yr to £40K/yr
They are looking to employ a Wealth Planning Administrator who has previous experience of working within an IFA Practice or within the wider world of Wealth Management and who would like to pursue a long a rewarding career as an Independent Financial Advisor in the longer term.
We are delighted to be working in partnership with one of the leading local Financial Planning businesses in the Surrey and Southwest London area, and are currently helping them recruit an experienced Financial Planning Administrator.
This role is a great opportunity to work with this well run, professional IFA practice, who has an excellent record as both an employer and as a provider of conscientious, ethical and holistic advice on wealth management services.
Posted by Artemis Recruitment Consultants Ltd • £25K/yr to £35K/yr
General
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 communication is written, oral or electronic) including client related communications with third parties.