Financial Planning Support

4 weeks ago


Farnham, United Kingdom KFS Recruitment Full time

Financial Planning Support

Farnham

£32-34k


We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.


We are looking for some one who can:

· Input client details onto Prestwood system

· New business administration

· Liaise with clients for new business information, Terms of Business, tax returns.

· File checking for completeness

· Liaise with product providers (e.g., for valuations, trusts, product terms)

· Help advisers with meeting preparation, new client packs, agendas etc.

· Supporting the Investment Proposition as necessary

· Involvement in wider company projects as appropriate


The role will, in time, progress to:

· Attend client meetings with adviser and schedule post meeting actions.

· Technical research

· Do fee estimates

· Build financial plans on Prestwood system

· Draft simple suitability letters

· Simple tax returns


Office based, Farnham, Surrey

Monday - Friday, 9-5.30pm

Salary: £32-34k, plus bonuses and profit share

Full support with professional qualifications

Career progression



  • farnham, United Kingdom KFS Recruitment Full time

    Job Description Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business...


  • Farnham, United Kingdom KFS Recruitment Full time

    Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...


  • Farnham, United Kingdom KFS Recruitment Full time

    Job Description Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business...


  • Farnham, United Kingdom KFS Recruitment Full time

    Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...


  • Farnham, United Kingdom KFS Recruitment Full time

    Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...


  • Farnham, United Kingdom KFS Recruitment Full time

    Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...


  • Farnham, United Kingdom 2i Recruit Full time

    Location: - Farnham- Salary: - £24,000 - £35,000- Type: - Permanent- Sector: - Accounting & Finance**Company Benefits**: - Employee-Owned Business with Profit Share Scheme - Quarterly Bonuses and Internal Recognition Scheme - Death in Service - Income Protection - Cycle to Work - Social Days **Key Initial Responsibilities**: - Input client details onto...


  • Farnham Common, United Kingdom Kfs Recruitment Full time

    Job Description Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business...


  • Farnham, Surrey, United Kingdom KFS Recruitment Full time €32,000 - €34,000

    Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...


  • Farnham, Surrey, United Kingdom KFS Recruitment Full time €32,000 - €34,000

    Financial Planning Support Farnham £32-34k We are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business. We are looking for some one who can: · Input client details onto Prestwood system · New business administration · Liaise with clients for new business information, Terms of...


  • Farnham, UK, Surrey, United Kingdom KFS Recruitment Full time

    Financial Planning SupportFarnham£32-34kWe are pleased to be working with a Farnham based IFA Practice, on their search for a Financial Planning Support, to join the business.We are looking for some one who can:· Input client details onto Prestwood system· New business administration· Liaise with clients for new business information, Terms of Business,...


  • Farnham, Surrey, United Kingdom mbf Full time

    Technical Support Paraplanner Opportunity at mbfA renowned, privately-owned Independent Financial Planning & Investment Management organisation seeks an experienced Paraplanner to provide technical support to Chartered Financial Planners and Financial Planners.This key role focuses on delivering comprehensive assistance, enabling advisors to concentrate on...


  • Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    **Job Overview**We are seeking a highly skilled Financial Planning Professional to join our team at Artemis Recruitment Consultants Ltd in Farnham.The successful candidate will be responsible for providing technical support and guidance to Financial Planners, as well as formulating advice to clients and reviewing client objectives.The ideal candidate will...


  • Farnham, Surrey, United Kingdom Mandeville Full time

    Role OverviewMandeville is seeking a Financial Planning Expert to join their international head office team.The ideal candidate will have experience in managing retail and hospitality profit centers, coordinating budgets and forecasts, and ensuring accurate scenario modeling and commercial thinking aligns with strategic goals.Key ResponsibilitiesReview and...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Company OverviewProfiles Personnel is a reputable Financial Planning and Investment firm that has built a strong reputation for prioritizing client needs. The company is committed to being a supportive and collaborative team environment.SalaryThe estimated salary for this role is around £27,500 - £32,000 per annum, depending on experience, plus benefits...


  • Farnham, United Kingdom CV-Library Full time

    FINANCIAL PLANNING ANALYST SOUGHT BY BY MARKET LEADING HOSPITALITY BRAND - UNIQUE OPPORTUNITY TO JOIN THIS INTERNATIONAL HEAD OFFICE TEAM My Client is an established British market leader in the leisure/hospitality industry.They are now looking for a Financial Planning Analyst. The jobholder will be responsible for the management reporting for all retail...


  • Farnham, Surrey, United Kingdom Vitae Financial Recruitment Full time

    As a Business Intelligence Finance Professional, you will be working in a high-performing team at Vitae Financial Recruitment, supporting the growth of our clients.About This Role:We are seeking a highly driven and talented FP&A Analyst to join our ranks. The successful candidate will have demonstrable experience in budgeting, forecasting, and financial...


  • Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time

    About the RoleThis is an exciting opportunity for a talented Technical Planning Consultant to work with us in Farnham. As part of our team, you will assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.Key ResponsibilitiesAssist Financial Planners in formulating advice to clients.Review client...


  • Farnham, Surrey, United Kingdom Bigblue Search Ltd Full time

    About Bigblue Search LtdOur client, a leading company in bespoke fit-out solutions for commercial and industrial spaces, seeks an experienced financial manager to oversee their financial operations in Farnham. The successful candidate will play a crucial role in driving the company's growth and profitability.Job Summary:As a Financial Manager, you will be...


  • Farnham, United Kingdom Profiles Personnel Full time

    **TRAINEE FINANCIAL ADVISOR** If this sounds like you then read on Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but...