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Sales Ledger Clerk

Job Title: Sales Ledger Clerk

Location: Near Cranleigh

Salary: £24,000 – £28,000 depending on experience

Due to the location of the offices, suitable candidates MUST be a driver and have access to a car.

This is a Temp to Perm position, however the client would consider Permanent if the candidate is available ASAP.

Overview:

Our client, based near Cranleigh is looking to recruit for a Sales Ledger Clerk to join their team on a permanent full time basis. The client, has offices both locally and in London, and offer a friendly environment, with a great team.

This position involves a variety of duties to support the Sales Ledger function and the Finance Manager.

Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding company

Job title – Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding company

Location- Epsom

Are you a Graduate (or equivalent) motivated to build your career in a Financial Services?

Are you looking for a clear path through to Paraplanning and/or advice?

This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

The role comes with exciting opportunity to join an academy tailored to build experience and support through the diploma in Financial Planning

If you have a passion to develop a career as technical support within a superb IFA, then this entry level opportunity is not to be missed.

If you are keen to show how you can take initiative, make a valuable contribution, and demonstrate a natural ability to prioritise, organise and continue to move forward, this could well be just what you are looking for.

IFA Administrator

Job title: PA / IFA Administrator

Location: Epsom

Salary: Dependent on your experience.

Are you looking for a varied and challenging Administration role within a Wealth Management setting?

Does a role that encompasses support to practice management team, business processing and practice development that requires a confident individual who can work well as a senior administrator within a small, positive and friendly team sound like a good next step for you?

Our small, but growing client, based a short walk from Epsom town centre is looking for a capable administrator, ideally with previous experience in a PA / Office support role within Financial Services to join them.

This role has come about due to the office relocation and ongoing expansion plans.

Paraplanner

Job Title: Paraplanner

Location: Epsom

Salary: Highly competitive plus Discretionary Bonus

Hours: Full Time

An excellent opportunity has arisen for a Paraplanner to join a busy Paraplanning team working for a family run St James Place Wealth Management – Senior Partner Practice, in Epsom, Surrey.

Due to office relocation and confirmed expansion and growth, due to success of the business, the practice now needs an experienced Paraplanner to join the team and enable the current Senior Paraplanner to concentrate on operational tasks.

Paraplanner

Job Title- Paraplanner

Location- Dartford

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Job title: IFA Administrator

Location: Dartford

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator 

Location: London Salary: Negotiable depending on experience Are you an experienced administrator ideally working with an independent financial adviser, wealth management or investment company looking for a varied administration role within a fun and high energy company? Are you looking for a chance for the next step up into Junior Paraplanning? Are you looking for […]

Trainee IFA Administrator  – full training provided.

Job Title:  Trainee IFA Administrator  – full training provided.

Location: London

Salary: Negotiable depending on experience

Are you looking to start a career within an independent financial advisers. This role is undoubtably the best start to that path.

Are you ambitious and looking for a company to recognise and fuel ambition and work closely with you to build on your transferable skills to help you develop administration and paraplanning skills essential within an independent financial adviser firm.

Working with a small and friendly team of 6 that will grow to around 10 staff in total, the company is well respected with long standing high net worth clients, and this is an opportunity to join a growing firm who really invest in their staff. The ethos here is based around working hard and pushing yourself but in a fun and friendly environment where there is an undeniable energy and positive atmosphere, and where each staff member is proud to be a part of the firm’s growth and feels satisfied with the level of investment in their development.

You will receive full training and development within an administration role in the company, the opportunity to progress beyond this is guaranteed due to the continuous internal progression for all staff.

IFA Administrator Supervisor

Location: Guildford

Salary: Upto £31,000 depending on experience

Are you an experienced administrator, who enjoys working on the administration side within an independent financial services environment, but is now looking for your next step up? This is an exciting opportunity for anyone looking to utilise built-in skills within the industry and take on their next challenge within a supervisory role.

Our client is looking for a business support supervisor to join their friendly team. The main purpose of the role is to provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.

IFA Admin – Full training given

Job Title:  IFA Administrator – full training given

Location: Woking

Salary: Negotiable depending on experience

Are you currently working within an employee benefits or pensions background, and/or do you hold knowledge of financial services products and are looking to transfer those skills and move into an IFA or wealth management environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

If you are looking for a chance to start your career within a well-respected national wealth management firm who can offer corporate benefits, high class training to move your career to the next level, and you feel your experience within an employee benefits background or pensions or equivalent would mean you have the necessary transferable skills and experience – then please apply below.

IFA Administrator – full training given

Job Title:  IFA Administrator – full training given

Location: Guildford

Salary: Negotiable depending on experience

Are you currently working within an employee benefits or pensions background, and/or do you hold knowledge of financial services products and are looking to transfer those skills and move into an IFA or wealth management environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

If you are looking for a chance to start your career within a well-respected national wealth management firm who can offer corporate benefits, high class training to move your career to the next level, and you feel your experience within an employee benefits background or pensions or equivalent would mean you have the necessary transferable skills and experience – then please apply below.

IFA Administrator

Job Title:  IFA Administrator

Location: Guildford

Salary: £22,000 – £26,000 depending on experience

Are you an administrator looking for a new challenge as part of a small and supportive team? Are you craving the reassurance of becoming part of a company that recognises and rewards hard work and future ambitions?

This is a fantastic opportunity for an experienced IFA administrator (or equivalent) to join a leading national wealth management firm, who due to growth are now looking to expand their team

The firm has the feel of an SME in terms of the friendly and supportive team, headed up by a business support supervisor. However, the company is in fact a more corporate nationwide firm, and as a result benefits from progression plans and company benefits in line with a larger organisation.

IFA Administrator

Location: Woking

Salary: Upto £31,000 depending on experience

Are you an administrator looking for a new challenge as part of a small and supportive team? Are you craving the reassurance of becoming part of a company that recognises and rewards hard work and future ambitions?

This is a fantastic opportunity for an experienced IFA administrator (or equivalent) to join a leading national wealth management firm, who due to growth are now looking to expand their team

The firm has the feel of an SME in terms of the friendly and supportive team, headed up by a business support supervisor. However, the company is in fact a more corporate nationwide firm, and as a result benefits from progression plans and company benefits in line with a larger organisation.

There is an internal paraplanner scheme, perfect for candidates who have completed 18months-2 years as an administrator, working through exams and now looking for their next step up in the company. The company also offers a fantastic trainee adviser programme.

IFA Administrator Supervisor

Location: Guildford

Salary: Upto £31,000 depending on experience

Are you an experienced administrator, who enjoys working on the administration side within an independent financial services environment, but is now looking for your next step up? This is an exciting opportunity for anyone looking to utilise built-in skills within the industry and take on their next challenge within a supervisory role.

Our client is looking for a business support supervisor to join their friendly team. The main purpose of the role is to provide an efficient private client and corporate administration and technical support service to a team of financial planners and clients.

Paraplanner

Job Title: Paraplanner Location: Guildford Salary: up to £42,000 depending upon experience Are you looking for a varied paraplanning role? If so, we have a fantastic opportunity to join a well-respected and established financial adviser firm. The office in Guildford, is looking to add another Paraplanner to their support team due to on-going success within […]

Paraplanner

Job title – Paraplanner Location- Hertford Salary- Negotiable depending on experience Are you a part or fully qualified, motivated to build your career in a Financial Services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing […]

Job Title: Purchase Ledger and Accounts Assistant Location: Guildford Salary: up to £26,000 depending on experience Job Description: Our client located in Guildford is looking for a Purchase Ledger and Accounts Assistant to administer accounts payable; staff expenses; petty cash and provide support for the accounting function. KEY RESPONSIBILITIES: Administration of accounts payable; staff expenses […]

Paraplanner

Job Title: Paraplanner

Location: Weybridge

Salary: up to £45,000 depending upon experience

Are you looking for a varied paraplanning role within a close knit team?

If so, we have a fantastic opportunity to join a well-respected and established financial adviser firm.The office in Weybridge is looking to add another Paraplanner to their support team due to on-going success within the business.

This is a company which whole heartily supports progression and continuing professional development as well.

So, if a role with variety and the chance to continue to learn and grow within a friendly and supportive environment that offers great perks sounds like a good next step for your career, then please apply.

Trainee Administrator / Junior Paraplanner

Job title – Trainee Administrator / Junior Paraplanner (Graduate Programme) – Expanding, dynamic company

Location- London

Salary- £22,000 – £25,000 depending upon experience

Are you a Graduate (or equivalent) motivated to build your career in a Financial Services? This is an exceptional opportunity for an ambitious and high achieving individual to work with a dynamic and friendly team and relish the opportunity to focus on progressing quickly with full support from the company.

The role comes with exciting challenges and opportunities for career progression with a company that offers a high level of compensation to its employees.  There is a clear progression structure in place that has worked seamlessly for the company for many years. The structure is focussed on progressing individuals and to aid their development through support with exams. There are clear job titles and goals to achieve with full support each step of the way to achieve your long term goals – be that Advice or Senior Paraplanner.

Paraplanner

Location- Epsom

Salary- Negotiable depending on your experience

Job Title- Paraplanner

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a Paraplanner to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.

Junior Paraplanner

Location- Epsom

Salary- Negotiable depending on your experience

Job Title- Junior Paraplanner

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a Junior Paraplanner to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.

IFA Administrator

Job Title:  IFA Administrator

Location: Epsom

Salary: Negotiable depending on experience

Looking for a varied role in Epsom within a close nit team that can offer great progression prospects and a beautiful office as with free parking.

The small but growing client is looking for a IFA Administrator to join their lovely team of 5. The business currently consists of 1 partner, 2 advisers, 1 paraplanner and 1 administrator.

Due to the businesses ongoing success they have just moved to a lovely building in Epsom with free onsite parking and are now looking to expand their support staff.

The main benefits of this role are the lovely atmosphere and team ethic, the free parking and the genuine scope for progression.

Paraplanner

Job Title: Paraplanner

Location: Selsey

Salary: Dependent on your experience.

Are you looking for a varied paraplanning role within a firm that understands and appreciate work life balance around family and other commitments?

This is a fantastic opportunity to join a well-respected and established independent financial adviser firm with three offices throughout the UK. The office based just outside of Selsey is looking to add another capable paraplanner to their support team due to on-going success within the business. 

This is a rare opportunity, due to the understanding nature the client with regards to flexible working hours and working from home. The client understands work life balance and other commitments we have to juggle so, in exchange for a hard work ethic, they are open to flexible working as well as part time hours. They will also allow working from home once you have successfully completed your probationary period. 

Junior Paraplanner

Job Title:  Junior Paraplanner

Location: Selsey

Salary: Negotiable depending on experience

Are you looking for an opportunity to join a firm with impeccable training and development enabling you to become a fully-fledged Paraplanner with a varied job role?

This is a fantastic opportunity to join a well-respected and established independent financial adviser firm with three offices throughout the UK. Their office, based just outside of Selsey, is looking to add another capable junior paraplanner to their support team due to on-going success within the business. 

This is a rare opportunity, due to the understanding nature the client has towards flexible working hours and working from home. The client understands work life balance and other commitments we have to juggle so, in exchange for a hard work ethic, they are open to flexible working as well as part time hours. They will also allow working from home once you have successfully completed your probationary period. 

Client Services Administrator

Job Title:  Client Services Administrator

Location: Guildford

Salary: Negotiable depending on experience

Are you looking for a varied admin role with plenty of client contact within a professional, friendly and well respected independent financial advisers’ firm?

Due to ongoing success our client is now looking for an experienced client services administrator to join their friendly team.

The role would suit someone who enjoys both administration and client contact and can thrive in a busy team orientated and professional environment.

IFA Administrator

Job Title:  IFA Administrator – full training given

Location: Salisbury

Salary: Negotiable depending on experience

Are you currently working within an employee benefits or pensions background, and/or do you hold knowledge of financial services products and are looking to transfer those skills and move into an IFA or wealth management environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

Client Services Administrator

Job Title:  Client Services Administrator

Location: Salisbury

Salary: Negotiable depending on experience

Are you an experienced administrator looking to join a well-respected national wealth management firm who can offer corporate benefits, but a family feel environment?

Our client is a leading national wealth management firm, due to growth they are now looking to recruit for an experienced administrator to join the busy friendly team there.

Paraplanner

Job Title: Paraplanner 
 
Location: Bedford
           
Salary: Upto £37,000 + Benefits
 

Are you currently looking for a role as a Paraplanner?

Our client is currently looking for an experienced Paraplanner to join their friendly team. This role is fantastic for someone who is looking to progress their Paraplanning skills and also enjoys the technical side of Paraplanning. For this role our client has made it clear that you can either be Diploma qualified or part qualified.

IFA Administrator

Location- Harrogate

Salary- Depending on experience

Job Title- IFA Administrator 

Are you looking for your next IFA Administrator role within Financial Services? 

Our client is currently looking for an experienced IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Location- Rugby

Salary- Depending on experience

Job Title- IFA Administrator 

Are you looking for your next IFA Administrator role within Financial Services? 

Our client is currently looking for an experienced IFA Administrator to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Job Title- Paraplanner

Location- Truro

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Job Title- Paraplanner

Location- Beaconsfield

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Job Title- Paraplanner

Location- High Wycombe

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Job Title: IFA Administrator

Location: Epsom

Salary: Negotiable

Are you an IFA administrator looking to join a vibrant and growing team and become part of a well-established expanding business where multiple progression routes lie ahead.  

This is a fantastic opportunity to join a client that has been focused on providing financial solutions to people relocating to other countries and has therefore had a focus on pension schemes

Pensions Administrator

Job Title:  Pensions Administrator

Location: Epsom

Salary: Upto £27,000 – depending on experience

Are you working in pensions and looking for your next challenge within a positive IFA environment?

This is a fantastic opportunity to join a well-established client that has been focused on providing financial solutions to people relocating to other countries. There is a predominant focus on pension schemes within the company, so someone with both knowledge and passion for pensions would suit the role well.

IFA Administrator

Location- Croydon, Surrey

Salary- Depending on experience

Job Title- IFA Administrator 

Are you looking for your next IFA Administrator role within a company who put their employee’s progression and development at the top of their priority list?

Our client is a successful IFA firm which has been operating since 2003 and is now a highly thought of company with an enviable reputation of providing a high level of service and support to their staff.

Trainee IFA

Job Title: Trainee IFA
 
Location: Horsham
               
Salary: £35K – £50K  – NO TARGETS OR KPI’S WITH THIS ROLE

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position?

Our fast growing client is now looking for a Diploma qualified Paraplanner wanting to move into Advice. Due to our clients current work load, the successful applicant will benefit from their existing client bank, which will be passed over to you. A huge benefit with this role is that there are no targets or KPI’s.

Paraplanner

Job Title- Paraplanner

Location- Dartford

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Location- Birmingham

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Job Title- Paraplanner

Location- Rubgy

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Job title – Administrator – Full training provided

Job title – Administrator – Full training provided

Location- Fareham

Salary- Negotiable -£17,000 – £20,000

Job Type: Full-time

Are you looking for an administration role within the financial services sector that provides one to one support and training, an extremely positive atmosphere, as well as a clear progression path? If so, this could be your perfect position.

IFA Administrator

Job Title: IFA Administrator

Location: Gerrards Cross

Salary: Negotiable

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

Junior Paraplanner

Position: Junior Paraplanner
Location: Marlow

Salary: Negotiable depending on experience

Our client is looking to recruit a Junior or Diploma Qualified Paraplanner.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers in the marketplace, a motivated junior paraplanner will be able to take ownership of the role and quickly develop knowledge and experience.

Paraplanner

Job Title- Paraplanner

Location- Marlow

Salary- Negotiable depending on your experience

Are you a Paraplanner looking for your next role working within Financial Services? 

Our client is currently looking for an experienced Paraplanner to join their support team. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Job Title: IFA Administrator

Location: Marlow

Salary: Negotiable

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

IFA Administrator

Job title: IFA Administrator

Location: Guildford

Salary: Upto £25,000

Are you looking for your next challenge within financial services?

Our client is looking for a IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners.

The successful candidate would either have obtained the CII Certificate in Life and Pensions or the CII Certificate in Financial Planning, or be working towards either of these or equivalent.

Previous experience of working within a Financial Advisory Firm is essential and you ideally need to be fully familiar with most support procedures. Knowledge of Intelliflo software is preferred but not essential.

IFA Administator

Job title: IFA Administrator

Location: Gerrards Cross

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly, supportive team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Job title: IFA Administrator

Location: Fareham

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Job Title: Paraplanner – Part-Time

Job Title: Paraplanner – Part-Time

Location: Newbury

Salary: Depending on experience

Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team, our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Technical Research Paraplanner

Job Title: Technical Research Paraplanner

Location: Salisbury

Salary: Negotiable depending upon experience

Are you looking for a new Paraplanning role which allows you to solely focus all your attention on providing technical research and analysis whilst leaving the administration to another department?  If so, this role may be of interest.

Our client is currently looking for an experienced Paraplanner to join a rapidly expanding financial planning firm in Guildford with an enviable reputation for providing employees with exceptional professional support through their Learning and Development function.

This particular chartered client has been operating since 2005 and has grown to 5 offices and managing over £2billion of client’s assets.

Their corporate strategy is to acquire and develop long-term relationships with clients by building and preserving wealth and providing outstanding service. Their focus is upon providing on-going advice rather than acting as a transactional agent and the methods they employ invariably introduces structure for the first time to a client’s financial affairs. 

Technical Research Paraplanner

Job Title: Technical Research Paraplanner

Location: Guildford

Salary: Negotiable depending upon experience

Are you looking for a new Paraplanning role which allows you to solely focus all your attention on providing technical research and analysis whilst leaving the administration to another department?  If so, this role may be of interest.

Our client is currently looking for an experienced Paraplanner to join a rapidly expanding financial planning firm in Guildford with an enviable reputation for providing employees with exceptional professional support through their Learning and Development function.

This particular chartered client has been operating since 2005 and has grown to 5 offices and managing over £2billion of client’s assets.

Their corporate strategy is to acquire and develop long-term relationships with clients by building and preserving wealth and providing outstanding service. Their focus is upon providing on-going advice rather than acting as a transactional agent and the methods they employ invariably introduces structure for the first time to a client’s financial affairs. 

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Godalming

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Horsham

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Shere

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Junior Paraplanner / IFA Administrator

Job Title:  Junior Paraplanner / IFA Administrator

Location: Shalford

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Independent Financial Adviser offering fantastic training support that will fast track your career and give rise to generous gains.

This is undoubtedly a fantastic opportunity for an aspirational individual who holds some experience within financial services and is now looking for their next step in their career.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers and Paraplanners in the marketplace, a motivated IFA Administrator or Junior Paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

Trainee Financial Adviser

Job title: Trainee Financial Adviser

Salary: Negotiable – depending on experience

Location: Shalford

Are you currently a Diploma qualified Paraplanner, close to completion or equivalent, eager for transition across to Advice?

Do you enjoy networking?

Would you relish the opportunity to work alongside and learn from a respected and highly qualified Financial Adviser? If so, this role may be perfect for you.

Our client is currently looking for a new Trainee Financial Adviser to join their medium sized, friendly team. The company Ethos based around working in a fun and friendly environment, focusing on training and development for their growing team.

IFA Administrator

Job title: IFA Administrator

Location: Newbury

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Paraplanner

Job Title:  Paraplanner

Location: Newbury

Salary: Depending on experience

 Are you a Paraplanner looking for your next role working within Financial Services?

Our client is looking for a Paraplanner to join their friendly team, our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Senior IFA Administrator

Job title: Senior IFA Administrator

Location: Goldalming

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client is looking for an experienced Senior IFA Administrator to join their friendly, supportive team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

Junior Paraplanner

Job Title: Junior Paraplanner

Location: Horsham

Salary: Negotiable depending on experience

Are you ready to advance your professional status and qualifications to bring you closer to a lucrative new position? This is an exceptional opportunity to join a prestigious Wealth Management firm offering fantastic training support that will fast track your career, and give rise to generous gains.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships and working in both an advisory and consulting capacity.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Under the guidance of some of the best Advisers in the marketplace, a motivated paraplanner will be able to take ownership of the role and quickly develop knowledge and experience, enabling fast progression through the ranks.

IFA Administrator

Job Title: IFA Administrator

Location: Fareham

Salary: negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

IFA Administrator

Job Title: IFA Administrator

Location: Surrey

Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working in busy, friendly modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. The team comprises of seven advisers and three paraplanners (soon to be four) with several team members in admin support roles.

Focussed on helping their clients to understand and plan for their financial future, their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs), also advising (but to a lesser extent) on VCT, EIS, Structured Products and, of course, Trusts and tax planning. They are a well systemised business with a robust investment proposition – all managed internally.

Paraplanner

Job Title: Paraplanner

Location: Bournemouth

Salary: Negotiable depending upon experience 

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position?

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

The company is looking for an experienced Paraplanner to join their team and work closely with the 3 other paraplanners in their pod. They will encourage reaching chartered status and are eager also to hear from those who wish to move up into advice.

Our client, a National independent financial advisory firm who currently have 55 offices as well as over 24 billion assets under management cover a wide variety of areas including investments management and advice, financial planning such as pensions, inheritance tax, retirement planning and tax planning as well as specialist advice such as advise for accountants, company executives, NHS and other medical professionals as well as sports and other entertainment professionals.

Although part of the corporate network, the Bournemouth boast a family feel, high staff retention and positive atmosphere filled with social and supportive colleagues as one of its many benefits.

Part Time Marketing/New Business Administrator

Salary – Negotiable depending upon experience

Location: Cranleigh

Approx 15 hours per week

We are an independant Recruitment Agency based in Cranleigh and we are now looking for a part time Marketing/New Administrator.

The aim of the role will be to support the recruitment consultants through generating inbound candidates and clients through marketing/database management.

Accounts Assistant

Job Title: Accounts Assistant

Salary: up to £21,000 depending on experience

Location: Wembley, London

Job Description

Our client is looking for an Accounts Assistant to join their successful and growing company based in Wembley, London, where they offer career progression.

Paraplanner

Job Title: Paraplanner 
 
Location: Hove
               
Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Our client, a small IFA practice based in Hove currently have 3 directors, 1 compliance and 1 full time adviser along with 6 support staff.  The directors started the business back in June 1989 so next year will be their 30th anniversary.

The business main focus to date has been funds under management via ISA, General Investment accounts, Pension and Wealth Management or IHT planning accounts.

At present the business has circa £300m under management and approximately 77% of all income received is via on going adviser fees. They do not, and have never, advertised – with all of their clients coming from recommendations. There is a lot to be said for a business that has been going for this long and their approach to client care has resulted in the solid revenue from recommendations.

Retaining all their staff members since 2008 speaks volumes for the employee care provided here. They have a relaxed approach and many additional benefits such as 25 days holiday, discretionary bonuses twice yearly and generous salaries.

Due to their growing success, they are now looking for an experienced Paraplanner to work alongside one of the directors.

Direct experience within an independent financial advisory firm is essential – ideally with direct exposure and experience to their main areas listed above. The ideal candidate will hold the diploma in financial planning, or equivalent. Candidates working towards this qualification will also be considered, but it should be noted that this is a position to work alongside and support a director so experience is essential.

IFA Administator

Job Title: IFA Administrator

Location: Woking

Salary: Upto £24,000 depending on experience

Are you a grad with an industry relevant degree or equivalent and looking for your next challenge within financial services?

This is an opportunity to begin a career in Financial Services by joining a Chartered Financial Planner who is looking for a solid administrator to join their busy and supportive team. If you want to build the core admin skills that act as the foundation to every great Paraplanner, and have the

opportunity to learn and develop through experience, then this can be the great step for you.

Our client is a chartered IFA firm with multiple offices, as well as having an office abroad. The position is to work out of their branch in Woking. They began in 1997 and have since grown to have a fantastic reputation both from customers and employees. All the advisers are chartered and continuing professional development is hugely encouraged.

Paraplanner

Job Title: Paraplanner 
 
Location: London 
               
Salary: Negotiable depending upon experience 

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications and if you enjoy an energetic diverse team mix then this could be the environment for you.

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Our client are an award winning chartered Independent Financial Advisers based in central London, a 5 minute walk from Blackfairs underground. They are a small independent financial advisory firm with around 15 staff with a diverse range of clients and specialise in those new to financial planning.

They cover a range of areas including: Independent Financial Planning & Advice, Investment Advice, Tax Planning, Wealth Management, Savings & Investments, Retirement Planning, Advice for Athletes, Personal Taxation, Personal Insurance, Mortgage Advice, Divorce & Separation, School Fees Planning and Investment Process.

Senior Paraplanner

Job Title:  Senior Paraplanner

Location: Guildford

Salary: Negotiable depending on experience

Are you ready to advance your professional status to bring you closer to a lucrative new position?

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building strong client relationships.

With a broad portfolio of duties, the role would suit someone with energy, flexibility and a proactive mind. Must be Diploma qualified.

Paraplanner

Job Title: Paraplanner 
 
Location: Surrey
               
Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working in busy, friendly modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. The team comprises of seven advisers and three paraplanners (soon to be four) with several team members in admin support roles.

Focussed on helping their clients to understand and plan for their financial future, their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs), also advising (but to a lesser extent) on VCT, EIS, Structured Products and, of course, Trusts and tax planning. They are a well systemised business with a robust investment proposition – all managed internally.

Senior Paraplanner

Job Title: Senior Paraplanner 
 
Location: Surrey
               
Salary: Negotiable depending upon experience 

This is undoubtedly a fantastic opportunity for a talented, aspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working in busy, friendly modern offices in a semi-rural location in the Surrey Hills between Dorking and Guildford. The team comprises of seven advisers and three paraplanners (soon to be four) with several team members in admin support roles.

Focussed on helping their clients to understand and plan for their financial future, their primary areas of advice are pensions planning (PPP to SIPP switches, Drawdown, OPS, DB, EPP) and investment planning (ISAs, OEICs), also advising (but to a lesser extent) on VCT, EIS, Structured Products and, of course, Trusts and tax planning. They are a well systemised business with a robust investment proposition – all managed internally.

Paraplanner

Job Title : Paraplanner

Location- Brighton

Salary – Negotiable depending upon experience 

Are you looking for your next Paraplanning role within a company who put their employee’s progression and development at the top of their priority list?

Our client is a successful IFA firm which has been operating since 2003 and is now currently looking for a Paraplanner to join their growing team.

As mentioned above the company really focuses on developing their employees skills, support is provided for CII exams including payment for study text & exam, 2 days study leave per exam (including day of exam) and for AF exams our client will pay for a day’s revision course as well.

There is room for progression both through exams and training to Adviser level. In the next 1-2 years our client is looking to recruit several servicing consultants to transition into advisers and they also have the culture of developing existing staff and promoting from within where possible.

Paraplanner

Job Title: Paraplanner 
 
Location: London 
               
Salary: Negotiable depending upon experience 

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position?

This is undoubtedly a fantastic opportunity for a talented, inspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working with a small and friendly team, the company Ethos is based around working in a fun and friendly environment, focusing on training and development for their growing team.

Trainee Junior Paraplanner

Job Title:  Trainee Junior Paraplanner – full training provided

Location: London

Salary: Negotiable depending on experience

Are you ready to challenge yourself and obtain an opportunity to advance your professional status and qualifications to bring you closer to a lucrative new position?

Are you frustrated with your current training and development support in your current role?

Are you ambitious and looking for a company to fuel that ambition, fast tracking you through to Paraplanner or even Adviser? If so, this could be the perfect role for you.

This is undoubtedly a fantastic opportunity for a talented, inspirational individual looking to move into a role that focuses on building technical skills as well as strong client relationships.

Working with a small and friendly team, the company Ethos is based around working in a fun and friendly environment, focusing on training and development for their growing team.

IFA Administrator

Job Title:  IFA Administrator

Location: London

Salary: Negotiable depending on experience

Are you an experienced Administrator, having had exposure to Admin / Client support within an IFA?

Our client, a well-established financial services company are looking for an IFA Administrator to join them, with the option to develop through to Paraplanner, if desired but not essential.

Working with a small and friendly team, the company Ethos is based around working in a fun and friendly environment, focusing on training and development for their growing team.

Learning Support Worker

LEARNING SUPPORT WORKER

NO SHIFTS OR WEEKEND WORK

Based in Godalming

15,972 pa rising to £17,000 pa in a minimum 3 month following successful completion of probation and specific training targets

Plus an extensive CPD and benefits package

37.5 hours per week

ROLE SUMMARY:

Our Client has opportunities for Learning Support Workers to join their growing team. Working within our brand new ‘Centre for Life Long Learning’ you will be supporting young adults with autism and related disabilities in the attainment of knowledge and skills that will enhance their well-being, independence and social inclusion.

In return, you will receive a comprehensive training and development package, giving you valuable experience in Applied Behaviour Analysis (ABA) as well as the opportunity for promotion and personal development.

This is the perfect role for an individual who enjoys helping others and is looking to build or progress a career in the adult social care industry.

Management Accountant

Management Accountant

(Part or Fully Qualifed)

Salary: £50,000 + annual bonus

Based Wembley

Our client is now looking for an experienced Management to join their team. This role has the scope for progression and would suit someone who is now looking for their next step up with a view to becoming the Financial Controller.

Secretary / Administrator

Job Title: Secretary / Administrator

Location: Cranleigh

Salary: £20,000 – £21,000 pro rata

Hours of work: 4 days a week 8:30am – 5:30pm

Are you looking for your next challenge?

Our client is looking for a Secretary / Administrator to join their friendly team, providing full administrative support, delivering professional and effective support.

Paraplanner

Job Title: Paraplanner 
 
Location: Salisbury
           
Salary: Negotiable depending upon experience 
 

Are you currently looking for a role as a Paraplanner?Our client is currently looking for an experienced Paraplanner to join their growing team in London. This role is fantastic for someone who is looking to progress their Paraplanning skills and also enjoys the technical side of Paraplanning. For this role our client has made it clear that you can either be qualified or part qualified.

Junior Paraplanner

Job Title:  Junior Paraplanner

Location: Selsey

Salary: Negotiable depending on experience

Are you an IFA administrator or a junior Paraplanner looking for their next step up?

This is a chance to join an expanding team set up to provide technical and administrative assistance to Independent Financial Advisers.

Since the company started up in business in November 2009, they have experienced a huge uptake in their services and are therefore looking to expand their friendly and supportive team. They currently provide assistance to a number of IFAs. The team is headed by a Senior Paraplanner, who has been working in the Financial Services Sector since 1988.

The ideal candidate will have experience within an independent financial advisers firm and ideally will already have exposure to Junior Paraplanner duties or have come from a hybrid role  of admin and Paraplanning previously. The team here are friendly, supportive, busy and high energy. The opportunity involves gaining direct mentoring and training from the senior Paraplanner who continues to encourage every staff members growth through experience and exam support, all paid for.

IFA Administrator

Job Title: IFA Administrator

Location: Fareham

Salary: negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client is looking for an IFA Administrator to join their friendly team, providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

Operations Administrator

Operations Administrator

Location: West London

Salary Expectations: £22,000 – £25,000 depending on experience

Job Overview:

My client based in West London, is now looking for an Operations Administrator to join their growing team on a permanent basis, whilst offering training and career development.

The role offers a unique opportunity to be in a role which is extremely varied and where you will be involved in all operational aspects of this financial services company.

Trainee Financial Planner

Job title: Trainee Financial Planner

Salary: Negotiable – Plus Commission & Bi-annual Bonuses

Location: Canterbury

Are you currently a Diploma qualified Paraplanner looking to become a Financial Adviser? If so, this role may be perfect for you.

Our client is currently looking for a new Trainee Financial planner to join their team.

Our client is one of few firms with Chartered Status, using the latest technology in research and client management to ensure quality of advice given whilst concentrating on a personalised approach to each and every client.

Senior IFA Administrator

Job title: Senior IFA Administrator

Location: Bracknell

Salary: Dependent on your experience.

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for a Senior IFA Administrator to join their friendly team, providing the highest quality of support to the Financial Planners. Our client is offering a superb opportunity to be part of a highly regarded and established firm who pride themselves on offering their clients a superb customer service.

IFA Administrator

Location: Chelmsford

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client, a well-established independent company are looking for an IFA Administrator to join their friendly team.