Financial Planning Support

2 weeks ago


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 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 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, 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...


  • Surrey, United Kingdom Cameron Kennedy Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Cameron Kennedy in Surrey. As a Senior Paraplanner, you will play a vital part in delivering high-quality research and analysis to support our Wealth Planners in providing exceptional financial planning services.Job Description:The successful candidate will have...


  • 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...


  • Surrey, United Kingdom Cameron Kennedy Full time £40,000 - £50,000

    About the RoleCameron Kennedy is seeking an experienced Senior Paraplanner to support our Wealth Planners by conducting high-quality research across a wide range of financial planning products and services.Key ResponsibilitiesWe are looking for a professional who will perform complex calculations and cash-flow modelling to support client recommendations,...


  • 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...

  • Finance Director

    2 weeks ago


    Horley, Surrey, United Kingdom Civil Aviation Authority Full time €119,161

    Contract Type: Permanent - Full Time Base: Crawley, West Sussex (Our Gatwick office) with frequent travel to our Westferry, Canary Wharf office We are the UK's aviation and aerospace regulator and recognised as a world leader in its field. Our activities are diverse, enabling the aviation industry to meet the highest safety standards, and we pride...


  • Surrey, United Kingdom Camino Search Full time

    Job DescriptionDirector of FP&AWe are excited to be partnering with an industry leading private equity backed technology services organisation. They have a presence with a well defined market and have diversified their product range. The business has grown rapidly, as is seeing consistent growth both organically and acquisitively as they expand their market...