IFA Support Executive

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...

Job DescriptionWe are seeking an experienced Financial Planning Support to join our Farnham, Surrey based IFA Practice. As a key member of the team, you will play a vital role in the preparation and administration of financial plans for clients.You will work closely with our advisors to assist with new business administration, client liaison, and file...

A prestigious IFA practice is looking for a skilled Support Team Member to join their team in Farnham, Surrey.The ideal candidate will possess excellent communication and organizational skills, with the ability to:• Input client data into the Prestwood system• Manage new business administration efficiently, including client communication and document...

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...

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 -...

About the RoleWe are looking for a skilled Financial Planning Support to join our team at KFS Recruitment. This is an exciting opportunity for someone who is passionate about delivering exceptional customer service and supporting the growth of our business.The successful candidate will be responsible for a range of administrative tasks, including data entry,...

Financial Planning Assistant - New Business DevelopmentWe are working with a well-established IFA Practice in Farnham, Surrey, to fill a Financial Planning Assistant position.In this role, you will be responsible for:Client data input and managementNew business administration and supportLiaising with clients and external partiesThe successful candidate will...

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...

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...

KFS Recruitment presents an exciting opportunity for a Financial Administrator to join a prestigious IFA Practice in Farnham, Surrey.This role involves:Managing client information and dataSupporting new business initiatives and projectsLiaising with clients, advisers, and product providersThe ideal candidate will have excellent organizational skills and be...

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...

Wealth Management CoordinatorOur client, a reputable IFA practice in Farnham, is seeking an accomplished Wealth Management Coordinator to join their team. This is a fantastic opportunity for an ambitious individual to take on new challenges, develop their skills, and contribute to the success of a well-established business.About the PositionYou will be...

Are you looking for a challenging and rewarding role in financial planning? KFS Recruitment is seeking a highly motivated Business Operations Coordinator to join their team in Farnham, Surrey.About the Role:This is a unique opportunity to work in a dynamic and supportive environment, coordinating business operations for the IFA Practice.Support advisers with...

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,...

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...

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...

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...

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....

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...