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...

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 seeking a highly organized Administrative Assistant to join their team in Farnham, Surrey.The successful candidate will be responsible for:• Data entry and management on the Prestwood system• Coordinating new business administration tasks• Communication with clients regarding new business information and requirements• Ensuring file...

Company OverviewThis well-established and reputable organisation based in the UK is looking for a highly skilled Financial Administrator to join their finance team. With a fantastic period of growth underway, this new role offers an exciting opportunity for someone with previous accounts experience to take their career to the next level.The successful...

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 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...

At Dynamite Recruitment Solutions Ltd, we are seeking a highly skilled Financial Administrator to join our team. As an Accounts Processing Specialist, you will be responsible for processing invoices, reconciling supplier accounts, and handling queries in a fast-paced environment.Key responsibilities include:Processing invoices and ensuring timely...

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...

About the RoleWe are looking for an experienced Financial Planning Support to join our team in Farnham, Surrey. As a key member of the team, you will play a vital role 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...

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 -...

Join our dynamic finance team in Farnham, where you will have the opportunity to develop your skills and expertise in finance operations. This role involves managing various financial tasks, working closely with experienced professionals, and contributing to the overall success of the team.About YouTo thrive in this position, you will need to be highly...

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....

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 the RoleIn this role, you will provide administrative support to our financial planning team, including inputting client details, new business administration, and liaison with clients and product providers.You will also assist advisers with meeting preparation, new client packs, and agendas, as well as supporting the Investment Proposition as...

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 SummaryWe are seeking an experienced Financial Planning Support to join our team in Farnham, Surrey.The ideal candidate will have excellent administrative skills and the ability to work effectively in a fast-paced environment.

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...

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...

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...