Controller Financial Planning

A 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...

Financial Planning Support: A Farnham OpportunityFarnham, SurreyWe are partnering with a leading IFA Practice based in Farnham to find a skilled Financial Planning Support professional.The role is ideal for someone who can:Input client details into our systemsAdminister new business initiativesLiaise with clients and product providersThis position will...

**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...

Job Title: Financial ControllerWe are seeking an experienced Bookkeeper/Management Accountant to manage bookkeeping for a diverse portfolio of clients.Based in Farnham with hybrid working options after induction, this role involves both client interaction and team management, along with hands-on bookkeeping as needed.Manage bookkeeping and reconciliations...

Job Title: Financial Controller AssistantAbout the Company: Howett Thorpe is a leading UK firm offering top-notch services to its clients.Job Description: We are seeking an experienced Bookkeeper to join our team as a Financial Controller Assistant. The successful candidate will be responsible for managing a portfolio of clients, handling day-to-day...

Job OverviewFarnham, Surrey based IFA Practice seeks an experienced Financial Planning Support to join their team. This role involves assisting 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 administration and client liaison....

Job SummaryWe are seeking a highly organized and detail-focused Financial Planning Support to join our Farnham-based IFA Practice. As a key member of the team, you will provide administrative support for new business development and client relations.The ideal candidate will possess excellent communication skills, be proficient in data entry, and have...

Artemis Recruitment Consultants Ltd is seeking a talented Senior Financial Planning Specialist to join their team in Farnham. This role offers a competitive salary of £35k - £45k per annum, depending on experience.About the RoleThis Senior Financial Planning Specialist will be responsible for providing high-level technical paraplanning services, including...

Job DescriptionWe are seeking a highly organized and detail-oriented Financial Planning Support to join our Farnham-based IFA Practice. The successful candidate will be responsible for providing administrative support to our team, ensuring the smooth delivery of services to clients.The ideal candidate will have excellent communication skills, both written...

KFS Recruitment is currently recruiting for an Administrative Assistant Financial Planning to join their team in Farnham, Surrey.Job Summary:This is an exciting opportunity to work in a dynamic and supportive environment, providing administrative assistance to the IFA Practice.Input client details onto the Prestwood system.Administer new business...

We are seeking an experienced Financial Planning Support Specialist to join our team at KFS Recruitment.About the Role:This is a fantastic opportunity to work in Farnham, Surrey and report to the IFA Practice. As a key member of the team, you will be responsible for inputting client details onto the Prestwood system and administering new business...

As 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...

CMA Recruitment Group is proud to partner with a prestigious two-office firm in West Berkshire, seeking an experienced Financial Planning Specialist due to increased workload. This high-net-worth individual-focused role involves collaborating with partners and traveling to the Cambridge office monthly.This hybrid position requires the ability to work...

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...

We are pleased to be working with a reputable recruitment agency, KFS Recruitment, on their search for a skilled Financial Planning Support specialist.The ideal candidate will have the ability to:• Input client details onto the Prestwood system• Manage new business administration efficiently• Communicate effectively with clients to obtain necessary...

Company OverviewProfiles Personnel is a reputable Financial Planning and Investment firm that has built a strong reputation for prioritizing client needs. The company is committed to being a supportive and collaborative team environment.SalaryThe estimated salary for this role is around £27,500 - £32,000 per annum, depending on experience, plus benefits...

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,...

About the Role:As a key member of our team, you will provide administrative support to our financial services practice. Your role will involve inputting client details onto our system, administering new business activities, and liaising with clients regarding their needs.Key Responsibilities:Client data entry and maintenanceNew business administrationLiaison...

Job Title: Financial Audit ExpertAbout the Role:This exciting opportunity has arisen for a highly skilled and motivated Financial Audit Expert to join ProTalent Limited. As a key member of our audit team, you will play a vital role in delivering high-quality audit services to our clients in Surrey.Responsibilities:- Conduct and lead audits of financial...

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...