Posted by Cranleigh Personnel • £27K/yr to £35K/yr
Looking for a role where you can thrive in a collaborative team, gain valuable technical experience, and be supported in your professional development?
We're working with a highly successful, independent wealth planning firm in Cobham that's seeking an experienced IFA Administrator / Wealth Planning Administrator to join their dedicated, close-knit team of 10.
This is an excellent opportunity to become part of a company that truly values teamwork, offers mentorship, and provides full support for exam progression and a route through to paraplanningshould you wish to pursue it.
Posted by Fletcher George Recruitment Ltd • £32K/yr to £40K/yr
Key Responsibilities
Client onboarding & technology adoption: Work with new clients to set up and transition them onto advanced cloud-based systems, ensuring a smooth onboarding experience and optimal system usage.
General
Join a forward-thinking, multi-partner accounting firm as a Bookkeeper, where you'll play a key role in onboarding and supporting new clients with cutting-edge cloud-based technology.
This role offers the opportunity to manage a diverse portfolio of clients and drive improvements through streamlined bookkeeping processes.
Posted by E Personnel Recruitment • £24K/yr to £26K/yr
This is an interesting role, as 2 days of the week you will be doing the Accounting and 3 days a week on Administration, so this role is really varied.
We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business.
The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen.