Financial Administrator

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...

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...

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 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...

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...

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 descriptionOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from our office in Central Farnham. This role is offered on a full-time...

About the RoleThis Accounting Administrator Position requires a highly organised individual to manage financial records and ensure compliance with accounting standards.Key Responsibilities:Reconcile bank statements and credit card statementsPrepare invoices and receiptsMaintain accurate financial recordsSupport month-end and year-end close processesWe are...

Job descriptionOffice based role (5 days per week in Farnham, Surrey)Salary 25-30KOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from...

Financial Planning Support RoleWe are working with a Farnham based IFA Practice to find a Financial Planning Support to join the team. The successful candidate will be involved in a range of administrative tasks, including inputting client details and liaising with clients and product providers.Key ResponsibilitiesInput client details onto the Prestwood...

Bookkeeper Job OpportunityAn established accountancy practice in Surrey is seeking an experienced Senior Bookkeeper to join their team. As a key member of the accounting team, you will be responsible for managing a portfolio of clients' bookkeeping, mentoring junior staff, and completing transactional work as necessary.This role offers the opportunity to...

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,...

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,...

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 a skilled bookkeeper/management accountant to manage our diverse portfolio of clients. Based in the UK, this role involves both client interaction and team management, along with hands-on bookkeeping as needed.Key Responsibilities:Manage bookkeeping and reconciliations for our clients.Prepare management accounts and month-end reviews.Review...

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...

Administrative Sales Assistant OpportunityWe are seeking a highly organised and detail-focused individual to provide administrative support to our sales team in Farnham, UK.Key Responsibilities:Offer comprehensive administrative support to the sales team, ensuring seamless operations.Manage customer databases, guaranteeing accuracy and up-to-datedness.Assist...

Job DescriptionWe are looking for a highly skilled Restaurant Support Manager to join our team at Zizzi. As a key member of the management team, you will support the General Manager to achieve financial targets and monitor business performance.Main ResponsibilitiesYour main responsibilities will include:Providing administrative support to the General Manager...

About the Company - A leading firm of solicitors with offices in Surrey are seeking a team administartor to help support the office environment. The legal firm works with individuals, families, businesses and organisations throughout the South of England and beyond, providing a full range of legal services.About the Role - Main duties and responsibilities:To...

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...

***FINANCIAL SERVICES ADMINISTRATOR***Due to business growth we are on the hunt for a talented IFA Administrator to join our client's administrative team. You will need at least a year's financial services administration experience ideally in client and advisor support. This is a great opportunity for LP2 or CII qualified candidates. Note this is a permanent...

***FINANCIAL SERVICES ADMINISTRATOR***Due to business growth we are on the hunt for a talented IFA Administrator to join our client's administrative team. You will need at least a year's financial services administration experience ideally in client and advisor support. This is a great opportunity for LP2 or CII qualified candidates. Note this is a permanent...

Great opportunity to join a growing financial services business with offices in central Farnham. Ideally our client is seeing an individual with experience working in financial services/wealth management administration who enjoys supporting financial advisors and building relationships with clients and providing an excellent customer experience. Financial...

Job descriptionOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from our office in Central Farnham. This role is offered on a full-time...

Job descriptionOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from our office in Central Farnham. This role is offered on a full-time...

Job descriptionOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from our office in Central Farnham. This role is offered on a full-time...

Job descriptionOffice based role (5 days per week in Farnham, Surrey)Salary 25-30KOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from...

Job descriptionOffice based role (5 days per week in Farnham, Surrey)Salary 25-30KOur client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions.We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from...

Job Description Job description Our client Chase Buchanan are global financial advisers, supporting expatriates around the world with financial solutions. We are delighted to share a new role for Experienced Administration & Sales Support. This role is offered on a permanent employed basis, fully based from our office in Central Farnham. This role is...

***IFA ADMINISTRATOR***Due to exceptional business growth a new opening has arisen for a efficient and detail orientated IFA Administrator to join a Financial Planning and Investment firm. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but also being a hugely supportive and...

IFA Administrator/Junior Paraplanner Up to £34,000 (£38k with bonus) Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential...

IFA Administrator/Junior Paraplanner Up to £34,000 (£38k with bonus) Hybrid working This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £34,000 and after becoming an established administrator, there is a potential...

This role is suited to those with experience within IFA Administration and working towards their Level 4 Diploma in Financial Planning. This company offers hybrid working, a salary of up to £35,000 and after becoming an established administrator, there is a potential progression route to Paraplanning. **The Company** The company are a medium-sized firm of...

Are you a finance graduate that holds a relevant degree or already working within a support role in financial services and working towards your Level 4 Diploma in Financial Planning? If so, and you have a passion for financial services and a strong commitment to delivering exceptional service, then this opportunity is perfect for you! Our client, a rapidly...

**TRAINEE FINANCIAL ADVISOR** If this sounds like you then read on Due to exceptional business growth a new opening has arisen for a well educated Trainee Financial Advisor to join a Financial Planning and Investment company. This locally based organisation has not only building a reputation of putting their clients at the very heart of what they do but...

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,...

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,...

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,...