Financial Services Professional
8 hours ago
The 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 clients.
The ideal candidate will have a college diploma or equivalent, a mutual fund representative (MFR) license, and experience in advisory services. A second language is an asset.
As a member of our team, you can expect competitive compensation, opportunities for professional development, and a dynamic work environment. In addition to your base salary, $60,000 per year, you may be eligible for performance-based bonuses and other benefits.
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Business Intelligence Finance Professional
4 weeks ago
Farnham, Surrey, United Kingdom Vitae Financial Recruitment Full timeAs a Business Intelligence Finance Professional, you will be working in a high-performing team at Vitae Financial Recruitment, supporting the growth of our clients.About This Role:We are seeking a highly driven and talented FP&A Analyst to join our ranks. The successful candidate will have demonstrable experience in budgeting, forecasting, and financial...
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Financial Services Professional
3 weeks ago
Farnham, Surrey, United Kingdom Protalent Full timeCompany Overview: ProTalent is working with a reputable accountancy firm in the Farnham area, seeking an experienced Accountant to join their team.Job Description:Production of accounts for sole traders, partnerships, and limited companiesTax compliance and company secretarial servicesSome bookkeeping and VAT responsibilitiesLiaising with clients,...
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Financial Professional
2 months ago
Farnham, Surrey, United Kingdom Pro Talent Full timeProTalent is seeking a highly skilled Financial Professional to join their team in Farnham. The ideal candidate will have experience in accounts production, tax compliance, and company secretarial.The successful applicant will be responsible for:Preparing and submitting tax returns for sole traders, partnerships, and limited companiesEnsuring all filing...
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Financial Services Professional
3 weeks ago
Farnham, Surrey, United Kingdom CMA Recruitment Group Full timeAbout CMA Recruitment GroupCMA Recruitment Group is proud to have partnered with a 2-office firm in West Berkshire who are expanding their team due to an increase in workload.This reputable firm prioritizes first-class customer service, primarily working with high-net-worth individuals and their businesses.The role will initially be heavily based at home,...
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Financial Services Manager
2 days 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 Professional
2 days ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWhy Work With Us?We offer flexible working arrangements, including 2 days in the office and the remaining time worked from home. Our client provides a competitive salary of £35k - £45k per annum, making this an attractive opportunity for experienced professionals.BenefitsFlexible working arrangements.Competitive salary of £35k - £45k per annum.
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Senior Financial Services Manager
3 weeks 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...
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Senior Financial Services Administrator
3 weeks 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...
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Financial Services Specialist
3 weeks 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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Experienced Financial Services Coordinator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services Administrator RoleWe 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...
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Senior Auditor
3 days ago
Farnham, Surrey, United Kingdom Pro Talent Full timeJob 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...
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Financial Reporting Professional
3 weeks ago
Farnham, Surrey, United Kingdom TPF Recruitment Full timeJob OpportunityWe are recruiting for an experienced accountant to join our team at TPF Recruitment.Salary: £45,000 - £65,000 per annum, based on your qualifications and experience.Key Responsibilities:Preparing and submitting financial accounts for various clients.Providing management accounting services to clients.Supporting and leading audits where...
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Financial Services Coordinator
3 weeks 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...
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Administrative Assistant
3 weeks 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...
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Taxation and Financial Services Assistant
2 weeks 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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Financial Services Audit Specialist
4 weeks ago
Farnham, Surrey, United Kingdom Gregory Martin International Full timeImmerse yourself in a challenging and dynamic role as an Audit Senior with Gregory Martin International, a top 50 accountancy practice.With a competitive salary of £45,000 to £55,000, plus an excellent benefits package, you will have the opportunity to grow your career while enjoying flexible working options.As a seasoned professional with ACCA/ACA...
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Financial Services Auditor
4 days ago
Farnham, Surrey, United Kingdom Retrack Personnel Holdings Limited Full timeRole OverviewAs a Financial Services Auditor with Retrack Personnel Holdings Limited, you will have the opportunity to work on a variety of complex audit assignments across multiple sectors. This role involves building long-lasting client relationships, preparing audit files, and undertaking audit planning. You will lead/assist with fieldwork, ensuring that...
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Audit and Accounts Professional
3 weeks ago
Farnham, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeWe are seeking an experienced Senior Accountant Lead to join our client's team as an Audit and Accounts Professional. This is an excellent opportunity to work with a leading Firm of Accountants in an inclusive and supportive environment.About the Role:This is a challenging and rewarding role that involves leading audit assignments across different...
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Financial Services Director
3 days ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeJob 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...
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Senior Financial Services Role
3 weeks 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...