Financial Administrator

Financial Planning and Investment AdministratorProfiles Personnel Careers is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their Financial Planning and Investment firm. This locally based organisation has built a reputation for putting their clients at the heart of what they do and being a supportive and...

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...

Job Description***Financial Planning and Investment Administrator***This role has arisen due to exceptional business growth for a detail-oriented and efficient Financial Planning and Investment Administrator to join a Financial Planning and Investment firm. The organisation is known for putting clients at the heart of their operations and being a supportive...

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...

We are seeking a highly organized and detail-oriented Financial Services Administrator to join our team at Profiles Personnel. The ideal candidate will have a background in Financial Services or Paraplanning and be eager to progress their career in a supportive and collaborative environment.The successful candidate will be responsible for:Client File...

Administrative Support for Financial ServicesProfiles Personnel is seeking an efficient and detail-oriented Financial Planning and Investment Administrator to join their team. This role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Input client details onto an in-house systemNew business administrationLiaise...

**Administrative Support Specialist**Profiles Personnel is seeking a skilled Administrative Support Specialist to join our client's administrative team. This is a permanent full-time opportunity, however candidates who meet the criteria and are seeking part-time hours will also be considered.Key responsibilities for the Administrative Support Specialist...

Financial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to support our client's administrative team. This is a fantastic opportunity for individuals with a year's experience in financial services administration, ideally in client and advisor support.Key Responsibilities:Liaise with policy providers to obtain...

IFA Administrator RoleThis is an exciting opportunity for a detail-oriented and efficient IFA Administrator to join a reputable Financial Planning and Investment firm.The successful candidate will be responsible for providing administrative support to the financial planning team, ensuring the smooth operation of the business.Key Responsibilities:Providing...

Job DescriptionCompetitive salary based on experience, with opportunities for growth and development Flexible working hours, Monday to Friday, with hybrid working available Annual leave entitlement: 23 days (excluding bank holidays), increasing by one day per year up to a maximum of 28 days About the Senior Bookkeeper role at TC GroupWe are a dynamic and...

**Financial Services Administrator Opportunity**We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.The successful candidate will be responsible for:Liaising with policy...

Financial Services AdministratorAt Profiles Personnel, we are seeking a professional Financial Services Administrator to join our administrative team. This is a fantastic opportunity for individuals with a year's experience in financial services administration, preferably in client and advisor support. The ideal candidate will possess LP2 or CII...

Administrative Support SpecialistProfiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.The ideal candidate will have a background in Financial Services or...

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...

Financial Planning SupportAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Financial Planning Support. The successful candidate will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.Key ResponsibilitiesInput client details onto...

Job DescriptionFinancial Planning SupportWe are seeking a skilled Financial Planning Support to join our team at KFS Recruitment.The ideal candidate will have excellent administrative skills and be able to:Input client details onto our systemAssist with new business administrationLiaise with clients for new business information and tax returnsFile checking...

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...

We are a nationwide organisation with over 30,000 members across the UK based in Farnham. Due to expansion, we are seeking an Accounts Administrator to join our existing accounts team of 5. The role involves supporting the transactional element of accounts and ensuring entries are up to date ahead of month and year end.Key Responsibilities:Posting of monthly...

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...