Employment Type : Full-Time
Paraplanner Vacancy: 40k - 45k, Boutique IFA firm - Sutton (Surrey) My client, who I have placed staff with are an independent wealth planning firm in Sutton who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. The business manages over 200m of clients' assets across pensions, investments, tax planning, cashflow modelling, retirement planning, protec...
Employment Type : Full-Time
Financial Adviser - Vacancy: 40k - 45k, Boutique IFA firm - Surrey My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 200 clients with assets ranging from 100k - 5m, with 500k being their average case. The business offers advice on pensi...
Employment Type : Full-Time
Position: IFA Administrator Location : Sutton, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Live close to Sutton in Surrey Salary :Up to 35,000 Bonus 25 Days' Annual Leave Study Support Pension Flexible Working Hours YOUR NEW COMPANY Our client is a very successful boutique IFA firm based in Sutton, Surrey. Due to an increase in business and overall financial gro...
Employment Type : Full-Time
Position: IFA Administrator Location : Guildford, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Elevate and AJ Bell platform experience ideal Salary : Up to 35,000 Bonus Pension Group Life Assurance (8 x salary) Free Parking YOUR NEW COMPANY Our client is a very successful boutique IFA firm based in Guildford, Surrey. Due to an increase in business and overall fin...
Employment Type : Full-Time
Position : IFA Administrator Location : Cheam, Surrey Minimum Requirements : At least 2 years' IFA administration experience; Intelligent Office experience; Volume experience ideal but not essential Salary/package : Up to 33,000 YOUR NEW COMPANY Our client is a hugely successful, award-winning boutique IFA business based in Cheam, Surrey. Due to expansion, the firm has a requirement for a new IFA Administrator to join it's growing Private Client...
Employment Type : Full-Time
Our client is a very successful boutique IFA firm based in Woking, Surrey. Due to expansion, the company is looking to hire an experienced IFA Administrator to join the firm's busy Administration Team. Reporting to the Head of Administration, the IFA Administrator's key job duties will include: Dealing with pension, investments, protection and mortgage products Processing new business applications, fund switches, withdrawals and pension benefit ...
Employment Type : Full-Time
Paraplanner Vacancy: 40k - 45k, Boutique IFA firm - Sutton (Surrey) My client are an independent wealth planning firm in Sutton who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. The business manages over 200m of assets across pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and ...
Employment Type : Full-Time
Position : IFA Administrator Location : Ewell, Surrey Minimum Requirements : 2 years' IFA Administration experience; Salesforce and AJ Bell experience preferred; Live a commutable distance from Ewell Salary/package : Up to 36,000; Annual bonus; Study support; Employer pension scheme (5% 5%); 25 days annual leave; Hybrid working (1 day per week working from home after completion of training); Free parking YOUR NEW COMPANY Our client is an award-w...
Employment Type : Full-Time
Paraplanner Vacancy: 35k - 50k, Boutique IFA firm - Dorking/Reigate (Surrey) My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their current setup they manage the affairs of 300 clients with assets ranging from 100k - 1m with 500k being their average case. The business offer...
Employment Type : Full-Time
Full study support package Benefits My client is an independent wealth planning firm in Southampton, providing whole-of-market financial advice to a diverse clientele spanning Hampshire, Surrey, Sussex, Kent, and London. Managing over 200m of clients' assets, they specialise in pensions, investments, tax planning, cash flow modelling, retirement planning, and personal and business protections, including esoteric schemes like VTC & EIS scheme...