paraplanner vacancy 40k - 45k, boutique ifa firm - sutton (surrey) Jobs - 12
Paraplanner Vacancy: £35k - £50k, Boutique IFA firm - Dorking/Reigate (Surrey)
Financial Divisions - RH41AB
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...
IFA Administrator
Vision-FS Recruitment - GU11AA
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...
IFA Administrator
Vision-FS Recruitment - SM27AJ
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...
IFA Administrator
Vision-FS Recruitment - GU227AE
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 ...
IFA Administrator
Vision-FS Recruitment - KT171AB
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...
Financial Administrator/ Junior Paraplanner-Boutique IFA firm-£35k - £40k - Watford plus...
Financial Divisions - London
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...
Financial Administrator to Junior Paraplanner: Southampton-based boutique IFA firm; £35k-£40k plus..
Financial Divisions - Southampton
Employment Type : Full-Time
plus benefits include full study support. My client is a stand-alone wealth planning company in Southampton that serves a wide range of clients across Hampshire, Surrey, Sussex, Kent, and London with whole-of-market financial advice. They oversee more than 200 million in client assets and are experts in cash flow modelling, pensions, investments, tax planning, and business and personal protection, including obscure programmes like VTC and EIS pr...
EXPERIENCED IFA ADMINISTRATOR (involves suitability reporting) - Teddington - To c £45k plus...
Financial Divisions - London
Employment Type : Full-Time
plus opportunity for hybrid working, Bonus, study. My client is a Chartered boutique Independent firm of Financial Advisers who have an excellent reputation across Surrey are now looking to offer this very interesting role to an experienced IFA Administrator who also enjoys and element of producing basic suitability reports. As a business they work with local Clients and build very long-lasting relationships with them on a professional and perso...
Paraplanner
Vision-FS Recruitment - Leatherhead
Employment Type : Full-Time
Position : Paraplanner Location : Leatherhead, Surrey (2 days' per week working from home) Minimum Requirements : Level 4 qualified; 1 year Paraplanning experience; Intelligent Office experience Salary/package : Up to 40,000 (depending on experience) annual bonus 25 days' annual leave pension study support YOUR NEW COMPANY Our client is a well-established, award-winning boutique IFA firm based in Leatherhead, Surrey. The company has plans to gro...
Independent Financial Advisor
Vision-FS Recruitment - KT171TU
Employment Type : Full-Time
Position : Independent Financial Advisor (hybrid role) Location: Epsom, Surrey Minimum Requirements : 2 years experience as an IFA Level 4 qualified Ideally hold CAS status Strong business development skills AF3 or AF8 qualification preferred Voyant experience ideal but not essential Salary/package : 40- 60,000 plus a competitive bonus structure, clients and leads provided, full admin support. YOUR NEW COMPANY An award-winning boutique IFA based...