Regulated Financial Planner
2 weeks ago
A top-tier financial planning firm seeks an experienced Paraplanner to provide expert technical support to its Chartered Financial Planners. This role demands a strong foundation in regulated financial planning, preferably a Diploma in Regulated Financial Planning (CII Level 4), and progress towards Chartered status or further qualifications.
The successful candidate can look forward to a comprehensive benefits package, including a salary range of £40,000-£50,000 dependent on experience, a bonus structure tied to performance, a pension plan, private medical insurance, generous annual leave, group income protection, health cash plans, life cover, and various other perks.
We pride ourselves on our adaptable working culture, allowing employees to balance their work and personal life effectively through our hybrid model.
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Financial Planning Specialist
2 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeA leading financial planning firm is seeking an experienced Paraplanner to provide technical support to Chartered Financial Planners. With a focus on delivering comprehensive assistance, this role will enable advisors to concentrate on client-facing activities.The ideal candidate will hold a Diploma in Regulated Financial Planning (CII Level 4) and have...
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Paraplanner - Financial Planning Services
2 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeSenior 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...
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Senior Financial Support Specialist
2 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeJob OverviewA highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With a strong presence across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business...
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Financial Planning Professional
2 weeks ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Overview**We are seeking a highly skilled Financial Planning Professional to join our team at Artemis Recruitment Consultants Ltd in Farnham.The successful candidate will be responsible for providing technical support and guidance to Financial Planners, as well as formulating advice to clients and reviewing client objectives.The ideal candidate will...
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Technical Operations Manager
2 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeJob DescriptionWe're seeking a skilled Paraplanner to join our dynamic team, providing technical support to our Chartered Financial Planners and Financial Planners. As a key member of our operations team, you'll play a vital role in delivering exceptional service to our clients.About You:You have a Diploma in Regulated Financial Planning (CII Level 4)You're...
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Technical Support Associate
2 weeks ago
Farnham, Surrey, United Kingdom mbf. Full timeA reputable financial services company is looking for a skilled Paraplanner to support Chartered Financial Planners. This role involves delivering high-quality technical assistance, enabling advisors to focus on client relationships.To be successful, you will need a Diploma in Regulated Financial Planning (CII Level 4) as a minimum qualification. Progress...
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Technical Planning Consultant
3 weeks ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleThis is an exciting opportunity for a talented Technical Planning Consultant to work with us in Farnham. As part of our team, you will assist Financial Planners in formulating advice to clients, providing technical support and guidance where necessary.Key ResponsibilitiesAssist Financial Planners in formulating advice to clients.Review client...
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Financial Compliance Professional
2 weeks ago
Farnham, Surrey, United Kingdom Pro Talent Full timeWe are seeking a highly skilled Accounting and Tax Specialist to join our team. This role offers the chance to develop a deep understanding of accounting principles, tax regulations, and industry-specific knowledge.About the Role:The Accounting and Tax Specialist will assist in the preparation and review of financial statements, ensuring compliance with...
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Financial Services Specialist
1 month 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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Financial Services Expert
2 weeks ago
Farnham, Surrey, United Kingdom Protalent Full timeWe 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...
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Taxation and Financial Services Assistant
4 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 Analysis Trainee Position
4 weeks ago
Farnham, Surrey, United Kingdom Pro Talent Full timeAt Pro Talent, we are seeking a highly motivated and organized individual to join our team as a financial analysis trainee. As a key member of our team, you will be responsible for preparing and reviewing financial statements, performing audits, and collaborating with senior team members to provide valuable insights.Main Responsibilities:Assist in the...
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Financial Insights Manager
1 week ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeA Compliance Audit Supervisor is required to join our vibrant mid-tier accountancy practice in Farnham. This exciting opportunity involves overseeing the audit process, analyzing complex financial data, and creating detailed reports that meet the highest standards. You will work closely with clients to understand their business needs and develop strategies...
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Financial Accountant
5 days ago
Farnham, Surrey, United Kingdom ProTalent Limited Full timeProTalent Limited are seeking a skilled Financial Accountant to join their team in Farnham.About the role:The successful candidate will be responsible for accounts production for sole traders, partnerships and limited companies. This will include tax compliance, company secretarial duties, bookkeeping and VAT tasks. Strong communication skills are required...
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Paraplanner Specialist
3 weeks ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team in Farnham, providing high-level technical support and guidance to Financial Planners. The ideal candidate will have experience in producing cash flow models and suitability reports.
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Policy Planner
5 days ago
Farnham, Surrey, United Kingdom EliTech Worldwide Ltd Full timeJob DescriptionEliTech Worldwide Limited is committed to protecting the privacy and security of your personal information. As a Data Protection Manager, you will play a crucial role in ensuring our organization complies with the General Data Protection Regulation (GDPR).Key Responsibilities:• Develop and implement effective data protection policies and...
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Paraplanning Expert
1 week ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeA leading recruitment agency in Farnham, Artemis Recruitment Consultants Ltd, is currently seeking a skilled Paraplanning Expert to join their team. As a key member of our team, you will be responsible for formulating advice to clients, providing technical support, and conducting research on investment funds and financial products.Key ResponsibilitiesTo...
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Paraplanning Specialist
3 weeks ago
Farnham, Surrey, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Paraplanning Specialist - Farnham to join our team at Artemis Recruitment Consultants Ltd.The successful candidate will be responsible for providing high-level technical paraplanning services, including the production of cash flow models and suitability reports.Key Responsibilities:Assist Financial Planners in formulating advice to...
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Financial Auditor Senior
5 days ago
Farnham, Surrey, United Kingdom Nicholas Associates Group Limited Full timeAbout the Role:">We are seeking a Senior Audit Professional to join our team at Nicholas Associates Group Limited. As a key member of our audit department, you will be responsible for leading complex audit assignments across various sectors.">Key Responsibilities:">">Manage audit files, oversee planning, and guide fieldwork to completion.">Ensure all audits...
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Accounting Career Developer
1 month ago
Farnham, Surrey, United Kingdom Protalent Full timeWe are seeking an experienced and skilled Senior Accounts Semi Senior to join our team at Protalent in Farnham, UK. As an essential member of our accounting practice, you will provide exceptional accounting support to our clients, ensuring their financial needs are met with accuracy and professionalism.About the Position:Deliver high-quality accounting...