ifa admin support jobs in Surrey

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...

Financial Services Administrator We are recruiting for this highly regarded independent financial planning organisation who are looking for an administrator to join the team. Key Attributes: - An excellent telephone manner and customer service skills. - The ability to work in a structured and planned manner especially when under pressure to meet deadlines. - Good keyboard skills required and...

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...

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...

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...

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,...

Our client is a successful and established IFA firm with this office based in Cobham and they are currently looking for an experienced IFA Administrator to join their team The company is an established IFA firm offering full Financial Planning to their clients 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...

- 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...

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.

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

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...

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...

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 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...

Junior IFA Administrator – Outstanding Career Opportunity Location: Epsom / Ewell (Office-based with supportive environment) Salary: £23,000 – £30,000 + Benefits + Full Study Support + Progression to Paraplanner Are you looking to break into the wealth management profession and build a long-term career? Do you want hands-on training, industry qualifications fully funded, and a clear pathway...

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.

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...

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...

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...