Financial Planning Support Role

2 days ago


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

Financial Planning Support Role

We are working with a Farnham based IFA Practice to find a Financial Planning Support to join the team. The successful candidate will be involved in a range of administrative tasks, including inputting client details and liaising with clients and product providers.

Key Responsibilities

  • Input client details onto the Prestwood system
  • Liaise with clients for new business information and tax returns
  • File checking for completeness
  • Liaise with product providers
  • Support the Investment Proposition
  • Involve in wider company projects as appropriate

Progression Opportunities

  • Attend client meetings with adviser and schedule post meeting actions
  • Technical research
  • Do fee estimates
  • Build financial plans on the Prestwood system
  • Draft simple suitability letters
  • Simple tax returns

Full support for professional qualifications and genuine career progression

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

Office based, Farnham, Surrey

Monday to Friday, 9-5.30pm



  • 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 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 financial planning and investment activities.Key Responsibilities:Provide administrative support to our financial planning and...


  • 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 financial planning and investment activities.Key Responsibilities:Provide administrative support to our financial planning and...


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

    Financial Planning SupportAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Support. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.Key ResponsibilitiesInput client details onto...


  • Farnham, Surrey, United Kingdom KFS Recruitment Full time

    Job DescriptionFinancial Planning SupportWe are seeking a skilled Financial Planning Support to join our team at KFS Recruitment.The ideal candidate will have excellent administrative skills and be able to:Input client details onto our systemAssist with new business administrationLiaise with clients for new business information and tax returnsFile checking...


  • 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...


  • 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...


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

    Paraplanner RoleWe are seeking a skilled Paraplanner to provide technical support and guidance to our Financial Planners. The ideal candidate will have a background in producing high-level technical paraplanning, including cash flow models and suitability reports.Key ResponsibilitiesAssist Financial Planners in formulating advice to clients, providing...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Job Description***Financial Planning and Investment Administrator***This role has arisen due to exceptional business growth for a detail-oriented and efficient Financial Planning and Investment Administrator to join a Financial Planning and Investment firm. The organisation is known for putting clients at the heart of their operations and being a supportive...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA AdministratorWe 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 be responsible for providing administrative support to our financial advisors and investment managers.Key Responsibilities:Providing exceptional administrative support to our...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA AdministratorWe 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 be responsible for providing administrative support to our financial advisors and investment managers.Key Responsibilities:Providing exceptional administrative support to our...


  • Farnham, Surrey, United Kingdom Mandeville Full time

    Financial Planning ManagerWe are seeking an experienced Financial Planning Manager to join our team at Mandeville. The ideal candidate will have a strong background in financial planning and analysis, with excellent communication and interpersonal skills.Key Responsibilities:• Review and interpret historical financial results to improve understanding of...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    IFA Administrator RoleThis is an exciting opportunity for a detail-oriented and efficient IFA Administrator to join a reputable Financial Planning and Investment firm.The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring the smooth operation of the business.Key Responsibilities:Providing...


  • 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...


  • 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...


  • Farnham, Surrey, United Kingdom Profiles Personnel Careers Full time

    Financial Planning and Investment AdministratorProfiles Personnel Careers is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their Financial Planning and Investment firm. This locally based organisation has built a reputation for putting their clients at the heart of what they do and being a supportive and...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    ***IFA ADMINISTRATOR***Due to exceptional business growth, a new opportunity has arisen for a detail-oriented and efficient IFA Administrator to join a Financial Planning and Investment firm. This organisation has built a reputation for putting clients at the heart of what they do and being a supportive and collaborative team.Key Responsibilities:Providing...


  • Farnham, Surrey, United Kingdom Michael Page (UK) Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis Manager to join our client, a growing AIM listed technology business based near Farnham.Key ResponsibilitiesPrepare management accounts for 3 business units, ensuring timely and accurate financial reporting.Act as the main finance contact for the Division, providing commercial...


  • Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Administrative Support for Financial ServicesProfiles Personnel is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their team. This role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Input client details onto an in-house systemNew business administrationLiaise...


  • Farnham, Surrey, United Kingdom CMA Recruitment Group Full time

    CMA Recruitment Group is proud to have partnered with a 2-office firm who are currently looking to add to their West Berkshire team due to excess work.These firms pride themselves on their first-class customer service, where they predominantly work with high-net-worth individuals and their businesses.This role will initially be heavily home based, with just...