Ifa jobs in South East

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  1. Trainee IFA Administrator - Adviser Support

    Posted a week ago by Salisbury Financial Services

    Salary:
    £25,500/annum
    Location:
    Gerrards Cross
    Job Type:
    Permanent

    Trainee IFA Administrator - Adviser Support. £25,500 per annum. Gerrards Cross. Full Time, Permanent. This is a full-time role, based in our client's office in Gerrards Cross. Due to internal promotion, we're seeking a mature and professional minded individual looking to begin their career … more

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  2. Financial Planning Administrator

    Posted 20/10/2024 by Heat Recruitment Ltd

    Remote job
    Salary:
    £25,000 - £32,000/annum bonus, parking, PMI
    Location:
    Milton Keynes, Buckinghamshire
    Job Type:
    Permanent

    We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business. This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and … more

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  3. Trainee Financial Planner

    Posted 24/10/2024 by Lloyd Recruitment - Epsom

    Location:
    Epsom, Surrey
    Job Type:
    Permanent

    Must have been studying for exams towards being an IFA/or fully qualified. May already have some financial services industry experience and wants to move on. Degree holder. Good with excel, word etc. Keen to quickly work through the ranks by working hard. Good communication skills: phone, … more

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  4. Administrator - Woking -Hybrid

    Posted 18/10/2024 by Office Angels

    Remote job
    Salary:
    £23,000 - £25,000/annum
    Location:
    Woking, Surrey
    Job Type:
    Permanent

    Knowledge of IFA office procedures and compliance (desirable) If this sounds of interest and you think you would be suitable then please get in touch to find out more about the role. Apply now or contact Annie, (url removed) or call (phone number removed. We look forward to hearing from you … more

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  5. Pensions Administrator

    Posted 2 days ago by Lloyd Recruitment - Epsom

    Salary:
    £25,000 - £35,000/annum
    Location:
    Guildford, Surrey
    Job Type:
    Permanent

    Provide prompt, professional communication with clients, IFAs, and Investment Managers. Process benefit crystallisations, payroll, and HMRC reporting. Maintain database records and prepare standard client correspondence. Complete due diligence checks and manage administrative task schedules … more

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