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Financial Consultant

Senior IFA Admin & IRESS AO Fee Reconciliation Specialist

Job in Guildford, Surrey County, GU1, England, UK
Listing for: Blakemore Recruitment
Full Time position
Listed on 2026-01-03
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A well regarded Financial Planning Practice in Guildford is seeking a highly experienced individual with at least five years in Financial Services. The role involves processing new business for both individual and corporate clients, extensive knowledge of investment products, and proficiency in using IRESS AO software. The ideal candidate should be confident on the phone and possess excellent numeracy skills.

A competitive salary and benefits package is offered.
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Position Requirements
10+ Years work experience
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