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Office Administrator

Job title: Office Administrator

Salary: £20,000 – £24,000 depending on experience

Location: Guildford – Suitable Candidates MUST be a driver due to location

Hours: 9am – 5pm Monday to Friday

Job Description

Our client, located on the outskirts of Guildford, is looking for an Office Administrator to join their successful and friendly company, where they offer growth.

Management Accountant

Job Title: Management Accountant 

Location: Shillington, Hertfordshire

Salary: £40,000 – £50,000 plus bonuses depending on experience

Our client, located in Shillington, Hertfordshire is a dynamic company who have a career opportunity for a social, technical and commercially minded Management Accountant.

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: Hitchin, Hertfordshire
               
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 and agile firm, with big firm strength, is one of the most exciting companies in Financial Services in the UK. After 18 they have reached the enviable position of being in the top 1% of SJP partners globally.

In addition to the quality of support they receive from the acknowledged leader in this industry, they also get specialised additional layers of SJP support due to their participation in the Large Business Unit portfolio.

They have an agile, motivated team of approximately 20 talented individuals supporting their growth.  They operate from a suite of modern offices in a converted barn complex in Hertfordshire.

There is the opportunity to work from home 1 day a week and flexible working is offered too.

The company also highly promote progression and would support the move up to adviser – pairing paraplanners with advisers to train and develo

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.

Office Assistant/ Receptionist

Job Title: Office Assistant/ Receptionist

Salary: up to £22,000 depending on experience

Location: Covent Gardens, London

Job Description

Our client is looking for an Office Assistant/ Receptionist to provide a confidential and efficient coordination service to ensure the seamless management of calls and associated tasks and responsibilities.

Part Time Finance Manager (12 – 15 hours per week)

Job Title: Part Time Finance Manager Location: Cranleigh Hourly Rate: £15.00 – £18.00 per hour, depending on experience Our client, located in Cranleigh is looking for a Part Time Finance Manager to join their team on a permanent basis. KEY RESPONSIBILITIES: Maintenance of accounting records on Landmark and Excel ensuring accuracy Bookkeeping for 8 entities including sales invoicing, […]

Office Administrator

Job Title: Office Administrator

Location: Marylebone, London

Salary: £20,000 – £25,000 depending on experience

Our client, located in London is a dynamic and growing company, comprising of a great team of experienced and friendly professionals. They are currently looking for an Office Administrator to join their team and support the Operations Director to ensure the office and processes are adhered to.

The ideal candidate will be a hard-working professional able to undertake a variety of office support tasks and work diligently under pressure. This person will be comfortable working with a high degree of attention to detail and discretion as well as incorporating new and effective ways to achieve better results

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 Administrator

Job Title: IFA Administrator

Location: Woking

Salary: Upto £24,000 depending on experience

Are you looking for your next challenge within financial services?

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.

This role is perfect for you if you are looking for your next challenge within a chartered IFA firm that offers a supportive and encouraging atmosphere, working in a busy open plan office environment providing full administrative support, delivering a professional, compliant and effective client service with a high focus on quality and accuracy.

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.

Trainee Graduate Junior Paraplanner

Job Title:  Trainee Graduate Junior Paraplanner – full training provided

Location: London

Salary: Negotiable depending on experience

Are you a recent Graduate with a degree in Financial Services (or equivalent) looking to start your career within an independent IFA firm?

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

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 Financial Adviser

Job title: Trainee Financial Adviser

Salary: Negotiable – depending on experience

Location: London

Are you currently a Diploma qualified Paraplanner, 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 planner to join their small and friendly team. The company Ethos based around working in a fun and friendly environment, focussing on training and development for their growing team.

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.

Paraplanner

Job Title: Paraplanner 

Location: Ascot

Salary: Negotiable depending upon experience 

This is an opportunity to join a growing financial planning organisation making their mark in the industry and going from strength to strength since their launch in early 2016. They now have 7 branches and continuing to expand and develop. The financial advisory firm focuses on the following areas of advice: – Lifetime financial Planning – Tax estate planning – Defined Benefit Pension transfer – Investment Planning & Retirement pensions advice.

The main office in Ascot is now in a position to expand and take on a senior Paraplanner to join their Paraplanning team. Benefits include flexible working hours, 25 days holiday, shares in the business and discretionary bonuses as well a good location a short walk from the station.

This individual will ideally have a good level of experience in dealing with the advice areas mentioned above, gained through experience within an independent financial advisers. Ideally tis candidate will hold the Diploma in financial planning or Diploma in financial advice as a minimum.

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.

IFA Administrator – Wealth Management

Job Title: IFA Administrator – Wealth Management

Location: London

Salary: Upto £28,000

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.

Based in the City of London, our Client provides specialist, independent advice on wealth management, employee benefits and financial planning for businesses and individuals. Offering the successful candidate additional benefits such as: pension scheme, medical insurance, interest free season ticket loan, among others.

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 Paraplanner

Job Title:  Senior Paraplanner

Location: Guildford

Salary: Upto £45,000

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.

Senior IFA Administrator

Job title: Senior IFA Administrator

Location: Orpington

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 very experienced 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

Job Title: IFA Administrator

Location: Southampton

Salary: Negotiable depending on experience

Are you looking for your next challenge within financial services?

Our client, an established independent financial planning company, who take great care in providing a high level service to their clients are looking for an IFA Administrator to join their friendly expanding team.

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.

Senior Paraplanner

Location: Alton

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.

Paraplanner

Location: Reading

Salary: Negotiable depending on 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 based in Reading. 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.

Trainee Junior Paraplanner

Location: Godalming

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?

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.

With a broad portfolio of duties, the role would suit someone with energy, flexibility, an analytical mind and proactive approach. 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 take advantage of the superb training programme to quickly develop knowledge and experience, enabling fast progression through the ranks.

You will be expected to continue professional development through further study with full study support through exams also provided, and pay rises for each exam passed.

Trainee Junior Paraplanner

Location: Hook

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?

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.

With a broad portfolio of duties, the role would suit someone with energy, flexibility, an analytical mind and proactive approach. 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 take advantage of the superb training programme to quickly develop knowledge and experience, enabling fast progression through the ranks.

You will be expected to continue professional development through further study with full study support through exams also provided, and pay rises for each exam passed.