Ifa Technical Support

An exciting opportunity for a senior financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their impressive Farnham office. You will benefit from a hybrid office/ home working, generous holiday allowance, and benefits (pension, income...

An exciting opportunity for a financial planning administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments, and retirement planning for someone to join their established team. You will benefit from a hybrid office/ home working, £28,000 - £32,000, generous holiday allowance and benefits (pension, income...

IFA Administrator/Junior Paraplanner Up to £34,000 (£38k with bonus) Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential...

About the RoleThis exciting opportunity is for a skilled Administrative Assistant to join our dynamic IFA Practice in Farnham. As a key support role, you will contribute to the success of our financial advisors by providing exceptional administrative services.The successful candidate will have strong organizational skills, be able to multitask, and possess...

Job DescriptionWe are seeking an experienced Financial Planning Support to join our Farnham, Surrey based IFA Practice. As a key member of the team, you will play a vital role in the preparation and administration of financial plans for clients.You will work closely with our advisors to assist with new business administration, client liaison, and file...

A prestigious IFA practice is looking for a skilled Support Team Member to join their team in Farnham, Surrey.The ideal candidate will possess excellent communication and organizational skills, with the ability to:• Input client data into the Prestwood system• Manage new business administration efficiently, including client communication and document...

This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £35,000 and after becoming an established administrator, there is a potential progression route to Paraplanning. **The Company** The company are a medium-sized firm of...

**Technical Support Specialist** **Farnham, Surrey** **£ 27k + benefits** With the responsibility and authority to ensure that processes needed for the Quality Management System are established, implemented and maintained, the Technical Support Specialist / Administrator will be responsible for maintaining technical files, ensuringproduct compliance and...

About the RoleWe are looking for a skilled Financial Planning Support to join our team at KFS Recruitment. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and supporting the growth of our business.The successful candidate will be responsible for a range of administrative tasks, including data entry,...

We are seeking an experienced Financial Planning Support Specialist to join our team at KFS Recruitment.About the Role:This is a fantastic opportunity to work in Farnham, Surrey and report to the IFA Practice. As a key member of the team, you will be responsible for inputting client details onto the Prestwood system and administering new business...

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,...

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...

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...

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...

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,...

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,...

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,...

**Graduate Trainee IFA** A rare an exciting opportunity has arisen with a highly successful and well-established IFA practice, for a bright, articulate and numerate person looking to pursue career as an IFA - Shadowing the IFA, attending client meetings - Studying for and acquiring, with full support, the Diploma in Regulated Financial Planning -...

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...

Financial Planning Assistant - New Business DevelopmentWe are working with a well-established IFA Practice in Farnham, Surrey, to fill a Financial Planning Assistant position.In this role, you will be responsible for:Client data input and managementNew business administration and supportLiaising with clients and external partiesThe successful candidate will...