Financial Services Coordinator
1 month ago
We 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:- Input client details into our in-house system
- Manage new business administration, including liaising with clients and product providers
- Ensure client files are compliant and up-to-date
- Support advisers with meeting preparation and client communication
- Contribute to wider company projects as needed
- Background in Financial Services or Paraplanning preferred
- Excellent organizational and time management skills
- Strong attention to detail and accuracy
- Collaborative approach and ability to work as part of a team
- Commitment to ongoing professional development and CPD
This is an excellent opportunity for an experienced IFA Administrator to take their career to the next level and progress into a Paraplanning position. If you are a motivated and detail-oriented individual with a passion for financial services, we encourage you to apply.
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a fantastic opportunity for individuals with a passion for financial services and a desire to work in a dynamic environment.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a fantastic opportunity for individuals with a passion for financial services and a desire to work in a dynamic environment.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeJob 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...
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Financial Services Coordinator
2 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial 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...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeJob 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...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a fantastic opportunity for individuals with a passion for financial services and a desire to work in a dynamic environment.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a fantastic opportunity for individuals with a passion for financial services and a desire to work in a dynamic environment.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA 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:Input client details onto our...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA 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:Input client details onto our...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...
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Financial Services Coordinator
2 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeAdministrative Support SpecialistProfiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.The ideal candidate will have a background in Financial Services or...
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Experienced Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time**Financial Services Administrator Opportunity**We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.The successful candidate will be responsible for:Liaising with policy...
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Experienced Financial Services Coordinator
3 days ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator RoleWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.Key Responsibilities:Liaise with policy providers for policy details and obtain policy...
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Experienced Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Experienced Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain policy details and...
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Experienced Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator OpportunityWe are seeking a highly skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain policy...
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Service Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Pertemps Basingstoke Full timeService Coordinator Job DescriptionPertemps Basingstoke is seeking a highly organized and communicative Service Coordinator to join their team. As a Service Coordinator, you will play a crucial role in ensuring the smooth operation of the service department.Key Responsibilities:Coordinate breakdowns and services, allocating engineers as needed.Manage...
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Service Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Pertemps Basingstoke Full timeService Coordinator Job DescriptionPertemps Basingstoke is seeking a highly organized and communicative Service Coordinator to join their team. As a Service Coordinator, you will play a crucial role in ensuring the smooth operation of the service department.Key Responsibilities:Coordinate breakdowns and services, allocating engineers as needed.Manage...