Experienced Financial Services Coordinator
3 weeks ago
Financial Services Administrator Role
We are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.
Key Responsibilities:
- Liaise with policy providers for policy details and obtain policy illustrations
- Process new business applications, tracking to completion
- Prepare documentation for client appointments and meetings, including the production of annual planning meeting packs
- Respond to client enquiries and liaise directly with clients
- Send prepared investment information and reports to clients
- E nsure all data entry is completed accurately and within specified timelines
Requirements:
- At least a year's financial services administration experience ideally in client and advisor support
- LP2 or CII qualifications advantageous
- Professional verbal/written communication skills essential
- Excellent literacy and numeracy skills with a high degree of accuracy
- Confident interpersonal and organisational skills
- Good working knowledge of Microsoft Word and Excel
What We Offer:
As a Financial Services Administrator, you can expect excellent benefits, including sponsorship for exams, opportunities for career progress, and company events. The role is based on a 9am-5pm Monday to Friday schedule, providing a stable and secure working environment.
Profiles Personnel
-
Experienced Financial Services Coordinator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time**Financial Services Administrator Opportunity**We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.The successful candidate will be responsible for:Liaising with policy...
-
Financial Services Coordinator
2 days ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeProfiles Personnel is seeking an experienced Financial Services Administrator to join their client's administrative team. As a key member of the team, you will be responsible for providing exceptional support to clients and advisors, ensuring seamless operations and excellent customer service.Key Responsibilities:Liaising with policy providers to obtain...
-
Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeAdministrative Support SpecialistProfiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.The ideal candidate will have a background in Financial Services or...
-
Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to support our client's administrative team. This is a fantastic opportunity for individuals with a year's experience in financial services administration, ideally in client and advisor support.Key Responsibilities:Liaise with policy providers to obtain...
-
Service Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Pertemps Basingstoke Full timeAbout the Role:Pertemps Basingstoke is currently recruiting for a Service Coordinator to join their established engineering company based in Farnham. As a Service Coordinator, you will be an important part of the service department team and be responsible for your own depot area.Key Responsibilities:Coordinating breakdowns and services, allocating engineers,...
-
Senior Financial Services Manager
3 days ago
Farnham, Surrey, United Kingdom Pro Talent Full timeAbout the RoleWe are seeking an experienced Senior Financial Services Manager to join our team at Pro Talent. In this role, you will be responsible for managing a portfolio of clients and serving as their primary point of contact.Key Responsibilities:Oversee a diverse range of clients, providing expert financial guidance and supportMaintain strong...
-
Senior Financial Services Auditor
1 month ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeAre you a seasoned audit professional with a passion for financial services? We're seeking a dynamic Audit Manager to lead our team of auditors in delivering high-quality audits to our clients.Key Responsibilities:Plan and lead audit missions for a diverse range of financial services clients.Analyze financial data to identify insights and trends.Develop...
-
Senior Financial Services Administrator
2 days ago
Farnham, Surrey, United Kingdom KFS Recruitment Full timeFinancial 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...
-
Senior Financial Planning Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA 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...
-
Financial Services Accountant
4 weeks ago
Farnham, Surrey, United Kingdom KM4 Recruitment Group Full timeRole OverviewA Thriving Accountancy Firm with a varied client base is seeking a Bookkeeper or ATT qualified Accountant to join their team.Key ResponsibilitiesBookkeeping for a portfolio of clientsReconciliations of the main control accounts, including month-end reviewsManagement accounts preparationReviewing client entries and advising of corrections or...
-
Financial Services Administrator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeWe are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Profiles Personnel. The ideal candidate will have a background in Financial Services or Paraplanning and be eager to progress their career in a supportive and collaborative environment.The successful candidate will be responsible for:Client File...
-
Commercial Coordinator
2 days ago
Farnham, Surrey, United Kingdom Clancy Full timeDelivering Brilliant Infrastructure SolutionsWe are seeking an experienced Commercial Coordinator to assist in the management of commercial responsibilities and contribute to the delivery of our vision of delivering brilliant infrastructure solutions.Key Responsibilities:Produce weekly and monthly cost value reconciliations to ensure accurate financial...
-
Administrative Assistant
3 days ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeWe 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...
-
Farnham, Surrey, United Kingdom TPF Recruitment Full timeJob OverviewFarnham based bookkeeping and management accounting role offering competitive local salary, parking, and 23 days holiday. Manage bookkeeping for diverse clients, prepare management accounts, and liaise with HMRC.About the RolePursue a career as an experienced bookkeeper and management accountant.Key Responsibilities:Manage and maintain accurate...
-
Financial Services Specialist
2 days 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...
-
Financial Planning Expert
2 days ago
Farnham, Surrey, United Kingdom Mandeville Full timeRole 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...
-
Accountant - Financial Services Specialist
2 days ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeAbout the RoleProTalent Limited is currently recruiting an experienced Financial Accountant to join a long-standing accountancy firm in Farnham. The successful candidate will be responsible for managing accounts production, tax compliance, company secretarial, and bookkeeping tasks.Key Responsibilities:Accounts production for sole traders, partnerships, and...
-
Financial Reporting Specialist
4 weeks ago
Farnham, Surrey, United Kingdom Bennett and Game Recruitment LTD Full timeBennett & Game Recruitment LTD is partnering with a 20-year-old accountancy practice in Farnham to find an ambitious accountant to join their experienced team. The practice offers a competitive salary up to £50k, progression opportunities, hybrid working, and more.This accountancy practice has built a strong reputation for providing excellent advice and...
-
Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time**Administrative Support Specialist**Profiles Personnel is seeking a skilled Administrative Support Specialist to join our client's administrative team. This is a permanent full-time opportunity, however candidates who meet the criteria and are seeking part-time hours will also be considered.Key responsibilities for the Administrative Support Specialist...
-
Financial Services Bookkeeper
4 weeks ago
Farnham, Surrey, United Kingdom TPF Recruitment Full timeAbout the RoleTPF Recruitment is seeking a skilled Bookkeeper to join a successful firm of chartered accountants based near Farnham. As a key member of the team, you will be responsible for bookkeeping, preparing management accounts, VAT returns, and other services for a mixed and varied client base across Surrey and the South.Key ResponsibilitiesPreparing...