Financial Planning Administrator

KFS Recruitment is currently recruiting for an Administrative Assistant Financial Planning to join their team in Farnham, Surrey.Job Summary:This is an exciting opportunity to work in a dynamic and supportive environment, providing administrative assistance to the IFA Practice.Input client details onto the Prestwood system.Administer new business...

Job OverviewFarnham, Surrey based IFA Practice seeks an experienced Financial Planning Support to join their team. This role involves assisting 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 administration and client liaison....

Job SummaryWe are seeking a highly organized and detail-focused Financial Planning Support to join our Farnham-based IFA Practice. As a key member of the team, you will provide administrative support for new business development and client relations.The ideal candidate will possess excellent communication skills, be proficient in data entry, and have...

We 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...

Financial Planning Support Opportunity in FarnhamWe are working with a well-established IFA Practice based in Farnham, Surrey, to find an exceptional individual to fill their Senior Financial Services Administrator role.This is an exciting opportunity for someone who is passionate about providing top-notch administrative support and is eager to progress...

KFS 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...

We are pleased to be working with a reputable recruitment agency, KFS Recruitment, on their search for a skilled Financial Planning Support specialist.The ideal candidate will have the ability to:• Input client details onto the Prestwood system• Manage new business administration efficiently• Communicate effectively with clients to obtain necessary...

Job 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...

At Dynamite Recruitment Solutions Ltd, we are seeking a highly skilled Financial Administrator to join our team. As an Accounts Processing Specialist, you will be responsible for processing invoices, reconciling supplier accounts, and handling queries in a fast-paced environment.Key responsibilities include:Processing invoices and ensuring timely...

About the Role:As a key member of our team, you will provide administrative support to our financial services practice. Your role will involve inputting client details onto our system, administering new business activities, and liaising with clients regarding their needs.Key Responsibilities:Client data entry and maintenanceNew business administrationLiaison...

We are currently recruiting for an Administrative Assistant - Financial Services to join our client's team. This is an exciting opportunity to work with a leading financial services company and contribute to the success of their administrative team.About the Role:The successful candidate will be responsible for providing administrative support to clients and...

A leading financial planning firm is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners. With a focus on delivering comprehensive assistance, this role will enable advisors to concentrate on client-facing activities.The ideal candidate will hold a Diploma in Regulated Financial Planning (CII Level 4) and have...

Financial Planning Support: A Farnham OpportunityFarnham, SurreyWe are partnering with a leading IFA Practice based in Farnham to find a skilled Financial Planning Support professional.The role is ideal for someone who can:Input client details into our systemsAdminister new business initiativesLiaise with clients and product providersThis position will...

**Job Overview**We are seeking a highly skilled Financial Planning Professional to join our team at Artemis Recruitment Consultants Ltd in Farnham.The successful candidate will be responsible for providing technical support and guidance to Financial Planners, as well as formulating advice to clients and reviewing client objectives.The ideal candidate will...

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,...

Role OverviewMandeville is seeking a Financial Planning Expert to join their international head office team.The ideal candidate will have experience in managing retail and hospitality profit centers, coordinating budgets and forecasts, and ensuring accurate scenario modeling and commercial thinking aligns with strategic goals.Key ResponsibilitiesReview and...

KFS Recruitment presents an exciting opportunity for a Financial Administrator to join a prestigious IFA Practice in Farnham, Surrey.This role involves:Managing client information and dataSupporting new business initiatives and projectsLiaising with clients, advisers, and product providersThe ideal candidate will have excellent organizational skills and be...

About 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...

Senior 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...

About the RoleIn this role, you will provide administrative support to our financial planning team, including inputting client details, new business administration, and liaison with clients and product providers.You will also assist advisers with meeting preparation, new client packs, and agendas, as well as supporting the Investment Proposition as...