Financial advisor jobs in Godalming

Lead and mentor a small group of advisers, ensuring high standards and team cohesion. About You: * Currently working as a Financial Planner, ideally Chartered or close to achieving it. * In-depth ...

Renowned for their expertise and commitment to client satisfaction, they are now seeking an experienced Financial Adviser to enhance their team. You will be entrusted with managing an extensive ...

Role: Trainee Financial Adviser Location: Aldershot, Hampshire Salary: £30,000 to £45,000 (depending on experience) We are recruiting for one of our partnership business based in Aldershot in ...

You will receive a basic pf £25,000 including car allowance, with financial guarantees, full training, and the opportunity to become a regulated whole of market Mortgage and Protection Advisor for ...

Relief Customer Service Advisor * Salary: £25,500 per annum * Location: Bracknell & Guildford ... Achieve financial targets for the store by identifying and maximising sales opportunities

In this particular role, you will be supporting a Senior Financial Adviser with administration as the offer pensions, investments, and protection to their clients. The role is varied as you will be ...

- 90% paid on self-gen * 50% paid on referred * 25% of generated revenue for referrals to our financial planning dept. Self-Employed Mortgage and Protection Advisor -South East England We are ...

You will be joining their growing team of Paraplanners who support their team of Holistic Financial Advisors. Your responsibilities will include: * Reviewing factfinds and meeting notes from their ...

With over 40 years' worth of experience, we have regularly won Financial Advisor Service awards. The Pensions Administrator role is based within our Head Office based in Godalming, providing ...

Administrator Our client is a financial advisors based in Woking and they are looking to recruit an Administrator to provide support to the advisors and act as the key liaison between themselves and ...

Our client, a leading fintech company, is on a mission to make financial education accessible and enjoyable. As a customer service advisor, you will ensure a smooth and simple process for all ...

Senior Paraplanner - About The Role In this role you will be reporting into and supporting the current team of financial advisors. This well-established firm is looking for someone who wants to ...

Head of FP&A Location: Guildford, office based 3-5 days per week Salary: c. £100k base + package ... would advise that if you have not received communication within 10 working days consider your ...

Gascoigne Pees Estate Agency are looking for a Qualified Trainee Mortgage and Protection Advisor to join them in Guildford. OTE £35kWe are looking for an exceptional person who has the skills ...

Acting as an advisor to the MD on key purchases and target acquisitions * Producing financial models to assist new business proposals and target acquisitions * Reviewing all processes and systems to ...

Interact with tax advisers and auditors (currently PwC, Deloitte) to ensure that their needs are met and that their services are used in a cost-effective way. * Reporting to the Financial Controller ...

Inputting external adviser/supplier invoices * Chasing client payments and issuing statements ... To assist with any other finance, administrative and/or client work as and when required. This is a ...

Advise on posting adjustments in the finance system. * Support in other areas of the accounts and Financial areas if required Audit Preparation: * Prepare all required date for audit purposes

Managing the database of clients and diary management for the Partner and Advisors * You will be ... Financial Services AdministratorTo be considered for this role you will need: * Proven work ...

Advise on posting adjustments in the finance system. * Support in other areas of the accounts and Financial areas if required Audit Preparation: * Prepare all required date for audit purposes

Part-Time Finance Assistant Guildford -Central £24-30k (pro rata) Hours 21 hours (Flexible working ... Inputting external adviser/supplier invoices * Chasing client payments and issuing statements

Cultivate strong and lasting relationships with clients, becoming their trusted advisor and a key partner in their financial journey. * Continuous Professional Development: Stay up-to-date with ...

Awareness of regulatory requirements for advised and non-advised sales. * Demonstrable experience in a similar role within Financial Services. * Proven track record of sales success in the corporate ...

Would you like to be part of a team who provide support to the Advisers and their clients? We have a fantastic opportunity to join a leading Chartered Financial Planners practice, joining 6 others in ...