Support Role in Financial Services
3 weeks ago
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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Financial Services Manager
6 days ago
Farnham, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeFletcher George Financial Recruitment is a leading firm of accountants seeking a talented Audit & Accounts Senior to join our team. As a key member of our team, you will:Handle a variety of complex audits across different sectors, working closely with managers and partners.Guide junior team members, review their work, and help allocate tasks.Maintain high...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom Howett Thorpe Full timeHowett Thorpe, a growing organisation based in Farnham, is seeking a Financial Services Coordinator to join their finance team. This role offers the opportunity to work with a reputable company that is experiencing significant growth and requires an additional finance professional on either a full-time or part-time basis (30 hours per week). The ideal...
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Senior Financial Services Role
1 month ago
Farnham, Surrey, United Kingdom Bennett and Game Recruitment LTD Full timeBennett & Game Recruitment LTD is proud to partner with a growing accountancy practice in Farnham, seeking an ambitious accountant to join their experienced team.Key FeaturesThis position offers a competitive salary up to £30,000 per annum, with opportunities for career progression and professional development.The selected candidate will be responsible for...
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Financial Services Professional
4 weeks ago
Farnham, Surrey, United Kingdom Banque Nationale du Canada Full timeAbout the RoleThe Financial Services Professional will work with clients to understand their financial goals and objectives, providing personalized advice and solutions to meet their needs. This role requires excellent communication skills, a strong understanding of financial products and services, and the ability to build long-term relationships with...
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Paraplanner - Financial Planning Services
3 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeSenior Paraplanner OpportunityWe're seeking an experienced Paraplanner to join our team, providing technical support to our Chartered Financial Planners and Financial Planners. This is a fantastic opportunity to work with a leading financial planning firm, delivering high-quality services to our clients.Your Key Responsibilities:Provide comprehensive...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeAbout the RoleWe are looking for an experienced Financial Planning Support to join our team in Farnham, Surrey. As a key member of the team, you will play a vital role in the preparation and administration of financial plans for clients.The ideal candidate will have excellent organizational and communication skills, with experience in new business...
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Financial Services Manager
2 weeks ago
Farnham, Surrey, United Kingdom Pro Talent Full timeAt Pro Talent, we are seeking an experienced Financial Services Manager to lead our accounting team. This role offers a competitive salary of $90,000 - $110,000 per year.About the RoleThe successful candidate will be responsible for managing a portfolio of clients and being their main point of contact. They will provide excellent customer service and build...
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Financial Services Manager
4 weeks ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeAre you a seasoned accounting professional seeking a new challenge? As a Financial Services Manager at ProTalent Limited, you will be responsible for managing a portfolio of clients and serving as their primary point of contact. Your key responsibilities include:Managing client relationships and ensuring exceptional customer servicePreparing year-end...
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Financial Services Trainee
5 days ago
Farnham, Surrey, United Kingdom Michael Page (UK) Full timeWe are seeking a highly motivated and organized trainee accountant to join our team in Farnham.Company OverviewOur client is a well-established independent firm in the professional services sector, committed to providing the best services for their clients and investing in their team's skills and knowledge.Job ResponsibilitiesAssist in the preparation of...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom TPF Recruitment Full timeTPF Recruitment is excited to announce a new opportunity for an experienced Financial Services Coordinator. This is a fantastic chance to work with a mixed and varied client base across Surrey and the South, delivering high-quality financial services.The successful candidate will have excellent bookkeeping skills, including preparing financial data up to...
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Administrative Assistant
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeJob DescriptionWe are seeking an experienced Administrative Assistant to join our IFA Practice in Farnham. This is an exciting opportunity for someone looking to develop their skills and career in the financial services industry.The ideal candidate will be highly organized, possess excellent communication skills, and have experience working in an...
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Financial Services Expert
3 weeks ago
Farnham, Surrey, United Kingdom Protalent Full timeWe are seeking an experienced Accounts Semi Senior to join our team at Pro Talent in Farnham. As a key member of our accounting department, you will be responsible for providing high-quality accounting support to our clients.Key ResponsibilitiesYour key responsibilities will include:Preparing accounts, financial statements, and management accounts for...
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Financial Services Manager
1 week ago
Farnham, Surrey, United Kingdom Pro Talent Full timePro Talent is seeking a Financial Services Manager to lead their team of auditors. As a key member of our team, you will play a vital role in driving business growth and delivering exceptional results.About the RolePlanning and executing audits to ensure compliance and quality standards are met.Mentoring and developing junior staff members to enhance their...
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Support Role for IFA Practice
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeA 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...
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Financial Services Professional
3 weeks ago
Farnham, Surrey, United Kingdom Pro Talent Full timeFinding a role as an Accounts Senior or Client Manager with a reputable and growing firm in Farnham is a great opportunity for anyone looking to progress their accounting career.This position offers exposure to a range of clients and financial situations, allowing you to develop your skills and knowledge in accounts, tax, and business advisory work. The team...
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Financial Services Specialist
2 months ago
Farnham, Surrey, United Kingdom Protalent Full timeFarnham is a charming town nestled in the heart of Surrey, offering a unique blend of rural charm and urban convenience. As a Senior Accounts Semi Senior at Protalent, you will be part of a well-established accountancy practice that values personalized approach and commitment to professional development.About the Job:Provide expert accounting support to a...
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Financial Planning Support Specialist
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeWe 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...
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Taxation and Financial Services Assistant
1 month ago
Farnham, Surrey, United Kingdom Pro Talent Full timeWe are seeking a talented and ambitious individual to join our team as a taxation and financial services assistant. As a key member of our team, you will be responsible for assisting in the preparation and review of financial statements, performing audits, and collaborating with senior team members to provide valuable insights.Main Responsibilities:Assist in...
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Administrative Assistant
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeKFS Recruitment is seeking a highly organized Administrative Assistant to join their team in Farnham, Surrey.The successful candidate will be responsible for:• Data entry and management on the Prestwood system• Coordinating new business administration tasks• Communication with clients regarding new business information and requirements• Ensuring file...
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Financial Services Coordinator
3 weeks ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeJob SummaryWe are seeking an experienced Financial Planning Support to join our team in Farnham, Surrey.The ideal candidate will have excellent administrative skills and the ability to work effectively in a fast-paced environment.