IFA Support Specialist

Profiles Personnel is seeking an IFA Support Specialist to provide exceptional support to clients and advisors in a fast-paced administrative environment. As a key member of the team, you will be responsible for processing new business applications, preparing documentation, and ensuring seamless operations.About You:At least one year of financial services...

Job DescriptionWe are seeking an experienced Financial Planning Support to join our Farnham, Surrey based IFA Practice. As a key member of the team, you will play a vital role in the preparation and administration of financial plans for clients.You will work closely with our advisors to assist with new business administration, client liaison, and file...

About the RoleThis exciting opportunity is for a skilled Administrative Assistant to join our dynamic IFA Practice in Farnham. As a key support role, you will contribute to the success of our financial advisors by providing exceptional administrative services.The successful candidate will have strong organizational skills, be able to multitask, and possess...

A 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...

Administrative Support RoleWe are seeking an experienced IFA Administrator to provide administrative support for our Financial Planning and Investment team at Profiles Personnel. This role involves managing client information, administering new business opportunities, and liaising with clients and product providers.Salary and BenefitsThe estimated salary for...

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...

Job OpportunityWe are seeking an experienced IFA Administrator to join our team at Profiles Personnel. As a key member of our team, you will be responsible for managing client information, administering new business opportunities, and liaising with clients and product providers.Salary and BenefitsThe estimated salary for this role is around £28,000 -...

Financial Planning Assistant - New Business DevelopmentWe 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 managementNew business administration and supportLiaising with clients and external partiesThe successful candidate will...

About Finlink LtdWe are a dynamic firm of chartered financial advisors based in Surrey, offering a unique opportunity for an experienced IFA Administrator to join our team.The RoleAs an IFA Administrator, you will be supporting our advisory team in a variety of tasks, including processing new business, liaising with clients and providers, and preparing for...

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...

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...

At LMS Group, we are seeking an exceptional IT Support Specialist to join our team. As a key member of our Service Desk, you will be responsible for providing top-notch support to our clients.Job Summary:We are looking for a skilled and experienced IT Support Specialist to work on our Afternoon Shift in our Service Desk team.About the Role:The successful...

Engineering Support Specialist RoleSalary: £38,000 - £48,000 per annum.We are currently looking for an experienced Engineering Support Specialist to join our maintenance team at Spire Clare Park Hospital. The successful candidate will provide technical assistance and support to our medical staff and engineers, ensuring the smooth operation of our...

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...

**Commercial Support Specialist**We are seeking a highly skilled and experienced Commercial Support Specialist to join our team. This role offers the opportunity to work in a dynamic and fast-paced environment, supporting the daily operations of our office in High Holborn.You will be responsible for managing administrative tasks, including clerical duties,...

Wealth Management CoordinatorOur client, a reputable IFA practice in Farnham, is seeking an accomplished Wealth Management Coordinator to join their team. This is a fantastic opportunity for an ambitious individual to take on new challenges, develop their skills, and contribute to the success of a well-established business.About the PositionYou will be...

Are you looking for a challenging and rewarding role in financial planning? KFS Recruitment is seeking a highly motivated Business Operations Coordinator to join their team in Farnham, Surrey.About the Role:This is a unique opportunity to work in a dynamic and supportive environment, coordinating business operations for the IFA Practice.Support advisers with...

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,...

About the JobWe are seeking a highly motivated and compassionate individual to join our team as a Care Support Specialist. As an Adult Care Worker Apprentice, you will have the opportunity to gain valuable skills and experience while providing high-quality care to our residents.The successful candidate will be required to work on a rota basis, including...

Job OverviewWe are seeking a highly motivated and compassionate individual to join our team as an Outreach Youth Support Specialist at Academics Ltd.This exciting role will provide you with the opportunity to make a positive impact on the lives of vulnerable young people, increasing their engagement, attainment, and life chances.The successful candidate will...