Current jobs related to Experienced Financial Services Coordinator - Farnham, Surrey - Profiles Personnel

  • Financial Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom Howett Thorpe Full time

    Howett 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...

  • Financial Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom TPF Recruitment Full time

    TPF 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...

  • Financial Services Coordinator

    1 month ago

    Farnham, Surrey, United Kingdom Profiles Personnel Full time

    Profiles 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

    2 weeks ago

    Farnham, Surrey, United Kingdom KFS Recruitment Full time

    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...

  • Financial Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom KFS Recruitment Full time

    Job 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.

  • Experienced Service Technician

    1 week ago

    Farnham, Surrey, United Kingdom Rock managed services Full time

    Service Technician Position: We are looking for an experienced Service Technician to join our team at Rock Managed Services in Surrey West. This is a full-time role that involves providing top-notch service and repair solutions to our clients.Duties and Responsibilities:Diagnose and repair gas-related issues efficiently.Engage with customers to understand...

  • Financial Services Coordinator

    4 days ago

    Farnham, Surrey, United Kingdom TPF Recruitment Full time

    Job Summary:">We are currently seeking a skilled Bookkeeper to join our team in Surrey. The successful candidate will be responsible for preparing management accounts, VAT returns, and providing other services to a mixed and varied client base.">Key Responsibilities:">The ideal candidate will have experience in double entry bookkeeping, bank reconciliations,...

  • Financial Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom ProTalent Limited Full time

    Job OverviewWe are seeking an experienced Payroll Officer to join our Farnham based client. As a key member of the team, you will be responsible for providing high-quality payroll services to clients.

  • Support Services Coordinator

    2 weeks ago

    Farnham, Surrey, United Kingdom Ad Warrior Full time

    Job Description: Support Services CoordinatorLocation: Farnham, Surrey, GU9 8DYSalary: Pay scale WA6-19 to WA6-25 (£29,623 - £34,275)Hours: 3 Days Per Week, Term time only, 18 hours, 8.00am-4.00pm (unpaid lunchbreak of 30 mins per day)We are seeking an experienced Support Services Coordinator to join our team. As a key member of the support team, you will...

  • Administrative Assistant

    2 weeks ago

    Farnham, Surrey, United Kingdom KFS Recruitment Full time

    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...

  • Paraplanner - Financial Planning Services

    2 weeks ago

    Farnham, Surrey, United Kingdom mbf. Full time

    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...

  • Financial Services Manager

    4 days ago

    Farnham, Surrey, United Kingdom Pro Talent Full time

    At 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...

  • Financial Services Professional

    3 weeks ago

    Farnham, Surrey, United Kingdom Banque Nationale du Canada Full time

    About 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...

  • Financial Services Expert

    2 weeks ago

    Farnham, Surrey, United Kingdom Protalent Full time

    We 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...

  • Warranty and Service Coordinator

    3 weeks ago

    Farnham, Surrey, United Kingdom Austin Fraser Full time

    About the RoleAustin Fraser is recruiting for a Warranty and Service Coordinator to join their team in Farnham. As a coordinator, you will play a vital role in ensuring seamless warranty administration for commercial vehicles.You will need to have a strong background in warranty administration, with experience of DMS and excellent organisational skills. The...

  • Financial Services Director

    3 weeks ago

    Farnham, Surrey, United Kingdom ProTalent Limited Full time

    Job DescriptionWe are seeking a highly skilled and experienced Audit Manager to lead our team of auditors in Farnham. This is a fantastic opportunity for someone operating at Assistant Manager level seeking a step up or a current Audit Manager looking for further progression.This role involves planning and leading audit missions for a diverse range of...

  • Senior Auditor

    3 weeks ago

    Farnham, Surrey, United Kingdom Pro Talent Full time

    Job Summary: ProTalent Limited is seeking a Senior Auditor - Financial Services to join our team. This is an excellent opportunity for a motivated and experienced auditor to take on a senior role, leading audits and developing client relationships.Key Responsibilities:- Lead audits of financial statements, including planning, fieldwork, and reporting...

  • Administrative Assistant

    2 weeks ago

    Farnham, Surrey, United Kingdom KFS Recruitment Full time

    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...

  • Professional Services Coordinator

    1 week ago

    Farnham, Surrey, United Kingdom Agile HR Consulting Ltd Full time

    **Job Description:** Professional Services CoordinatorWe are looking for a highly organized and efficient professional to join our team as a Professional Services Coordinator. This role offers the opportunity to craft and lead our workplace environment, ensuring that all projects, administrative functions, and day-to-day operations run smoothly and...

  • Accountancy Audit and Professional Services Manager

    4 days ago

    Farnham, Surrey, United Kingdom Fletcher George Financial Recruitment Full time

    Job DescriptionA senior position in a leading accounting firm offering opportunities for professional growth and development. Our client is seeking an experienced audit and accounts expert to join their team as Senior Audit and Accounting Expertise. As a key member of the team, you will be responsible for leading complex audits across various sectors,...

Experienced Financial Services Coordinator

2 months ago

Farnham, Surrey, United Kingdom Profiles Personnel Full time

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