Support Role in Financial Services

3 weeks ago


Farnham, Surrey, United Kingdom KFS Recruitment Full time

Financial Planning Assistant - New Business Development

We 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 management
  • New business administration and support
  • Liaising with clients and external parties

The successful candidate will have the opportunity to develop their skills and progress to more senior roles within the company.

Benefits include a salary of £32-34k per annum, plus bonuses and profit share, as well as full support for professional qualifications.

This office-based position offers a great work-life balance, with Monday to Friday hours from 9am to 5:30pm.



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