Current jobs related to Financial Services Administrator - Farnham, Surrey - Profiles Personnel Ltd

  • Financial Services Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Administrative Assistant - Financial PlanningProfiles Personnel is seeking an experienced and detail-oriented Administrative Assistant to join our Financial Planning team. As an Administrative Assistant, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our office.Key Responsibilities:Manage client files...

  • Financial Services Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Administrative Assistant - Financial PlanningProfiles Personnel is seeking an experienced and detail-oriented Administrative Assistant to join our Financial Planning team. As an Administrative Assistant, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our office.Key Responsibilities:Manage client files...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Planning and Investment Firm Seeks Experienced AdministratorWe are a reputable Financial Planning and Investment firm seeking a skilled and detail-oriented Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planners and investment managers in delivering exceptional client service.Key...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Planning and Investment Firm Seeks Experienced AdministratorWe are a reputable Financial Planning and Investment firm seeking a skilled and detail-oriented Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planners and investment managers in delivering exceptional client service.Key...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Ltd Full time

    IFA Administrator Job DescriptionProfiles Personnel Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning and investment firm, this role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Manage client data and ensure compliance with...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Ltd Full time

    IFA Administrator Job DescriptionProfiles Personnel Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning and investment firm, this role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Manage client data and ensure compliance with...

  • Financial Services Administrator

    3 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    ### Key Responsibilities As a skilled IFA Administrator, you will be responsible for ensuring the smooth day-to-day administration of our Financial Planning and Investment firm. This will include: * Inputting client details onto our in-house system * Managing new business administration, including liaising with clients and product providers * Maintaining...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure accurate...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure accurate...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...

  • Financial Services Administrator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...

  • Financial Services Administrator

    1 week ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Profiles Personnel. The ideal candidate will have a background in Financial Services or Paraplanning and be eager to progress their career in a supportive and collaborative environment.The successful candidate will be responsible for:Client File...

  • Financial Services Administrator

    2 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    **Administrative Support Specialist**Profiles Personnel is seeking a skilled Administrative Support Specialist to join our client's administrative team. This is a permanent full-time opportunity, however candidates who meet the criteria and are seeking part-time hours will also be considered.Key responsibilities for the Administrative Support Specialist...

  • Financial Planning and Investment Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Planning and Investment AdministratorWe are seeking a highly organized and detail-oriented Financial Planning and Investment Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and investment managers.Key...

  • Financial Planning and Investment Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Planning and Investment AdministratorWe are seeking a highly organized and detail-oriented Financial Planning and Investment Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and investment managers.Key...

  • Financial Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Financial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to support our client's administrative team. This is a fantastic opportunity for individuals with a year's experience in financial services administration, ideally in client and advisor support.Key Responsibilities:Liaise with policy providers to obtain...

  • Financial Services Coordinator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our client services.Key Responsibilities:Manage client data and...

  • Financial Services Coordinator

    4 weeks ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our client services.Key Responsibilities:Manage client data and...

  • Financial Planning Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a crucial role in supporting our clients and contributing to the growth and success of our organization.Key Responsibilities:Provide administrative support to our...

  • Financial Planning Administrator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a crucial role in supporting our clients and contributing to the growth and success of our organization.Key Responsibilities:Provide administrative support to our...

Financial Services Administrator

4 weeks ago

Farnham, Surrey, United Kingdom Profiles Personnel Ltd Full time
IFA Administrator Job Description

Profiles Personnel Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning and investment firm, this role offers the opportunity to progress your career into a Paraplanning position.

Key Responsibilities:
  • Manage client data and ensure compliance with relevant regulations
  • Support the administration of new business, including inputting client details and liaising with clients and product providers
  • Assist advisers with meeting preparation, new client packs, and agendas
  • Contribute to the development of the Investment Proposition
  • Participate in wider company projects as required
Requirements:
  • Background in Financial Services or Paraplanning preferred, or a desire to enter the IFA industry
  • Strong organizational and time management skills
  • Excellent attention to detail and accuracy
  • Collaborative approach and ability to work effectively in a team
  • Commitment to ongoing professional development and CPD

This is an excellent opportunity for an experienced Administrator to take their career to the next level and contribute to the success of Profiles Personnel Ltd.