ifa admin support jobs in Guildford

Part Time Senior IFA Support Guildford £30-35,000 (to be pro rata for part time) Extremely successful and well-established IFA practice offering outstanding advice to private wealth and corporate clients seeks an experienced IFA Administrator to work alongside the Director and Paraplanner on a part time basis (ideally 3 full days a week) Key Responsibilities include: - Prepare and compile...

You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support. This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

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,...

You must be able to use technology for creating and updating support plans / doing mandatory learning / keeping in touch with colleagues.

Job Description 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...

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...

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 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.

Salary: £35,000 - £45,000 + £2,000 Bonus + Excellent Pension + Private Health + Study Support A highly respected, family-run boutique Wealth Planning firm in Guildford is seeking an experienced Wealth Management Administrator to join their growing team. Established for over 25 years, this firm has built a first-class reputation for delivering high-quality financial advice to High Net Worth...

You will be working within a growing London practice with c. £120m AUA and around 80 core client relationships, supported by full back-office infrastructure and team.

You will play a key part in helping us continue to grow, ensuring warm leads are followed up, conversations increase and members/service partners receive an exceptional experience. In return, along with a salary of up to £25,000 per annum (depending on experience), you will also receive:

Our client is a successful and established IFA firm with this office based in Godalming and they are currently looking for an experienced IFA Administrator to join their team The company is an award winning IFA firm with branches across the Southern region This is for the role of IFA Administrator supporting a successful IFA and working within a team of Sales support We are looking for an...

Assistantrestaurant general manager Welcome to KFC. Home of the real ones. Wesell the world’s best chicken. We’ve done it for a long old time — since 1939,when the idea of finger lickin’ good chicken popped into our Colonel’s head. Now, we proudlyserve 1000+ communities across the UK and Ireland, bringing the grit, pride andiconic reputation that started in Kentucky all those years ago. People...

You will report directly to the Business Unit Director for Northern and Western Europe, based in France. Key responsibilities:

You will also manage new orders, provide service assistance in cooperation with the service manager, spare parts network, and support team in the French HQ.

You will have excellent English language skills, writing fast and accurately even when under pressure to meet deadlines. - Drive, hard work, resilience, and a willingness to learn and improve your skills. - Travelling to Shoreditch EC2 (5 mins from Shoreditch High Street Rail Station, and 9 mins from Liverpool Street Station) doesn’t present you with any problems.

Job Description Service Engineer in Catering Equipment When registering to this job board you will be redirected to the online application form. Please ensure that this is completed in full in order that your application can be reviewed. Sessional / Fixed Term until 31/07/26 (Market Supplement Available depending on skills, qualifications and experience) At Nescot, we are recruiting for...

Senior IFA Administrator – Guildford £38,000 – £42,000 Are you an experienced IFA Administrator looking to take the next step in your career? We’re working with a highly respected, Chartered Financial Planning firm based in Guildford that’s looking to add a Senior IFA Administrator to its growing team. This is a fantastic opportunity to join a professional, client-focused environment that...

- Senior IFA Administrator - £38k basic salary plus bonuses and benefits - Established Wealth Management Firm - Offices in Godalming (Surrey) My client are a very well established Independent Financial Advisor (IFA) based in Godalming who have been operating for over 20 years with a full suite of financial advisers and mortgage advisers servicing local families, retirees and HNW private...

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...

You will be part of a fast-paced team who provide full end to end administrative support to a bank of clients ensuring they always receive a high level of service. So, if you are an experienced administrator or someone who is looking to start a career in financial services this could be the role for you!

You will be assigned your own bank of clients while working closely with the advisers.