Financial Services Coordinator

TPF Recruitment is excited to announce a new opportunity for an experienced Financial Services Coordinator. This is a fantastic chance to work with a mixed and varied client base across Surrey and the South, delivering high-quality financial services.The successful candidate will have excellent bookkeeping skills, including preparing financial data up to...

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 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 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.

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...

About the RoleThe Financial Services Professional will work with clients to understand their financial goals and objectives, providing personalized advice and solutions to meet their needs. This role requires excellent communication skills, a strong understanding of financial products and services, and the ability to build long-term relationships with...

Job Description: Support Services CoordinatorLocation: Farnham, Surrey, GU9 8DYSalary: Pay scale WA6-19 to WA6-25 (£29,623 - £34,275)Hours: 3 Days Per Week, Term time only, 18 hours, 8.00am-4.00pm (unpaid lunchbreak of 30 mins per day)We are seeking an experienced Support Services Coordinator to join our team. As a key member of the support team, you will...

Job OverviewWe are seeking an experienced Payroll Officer to join our Farnham based client. As a key member of the team, you will be responsible for providing high-quality payroll services to clients.

About the RoleAustin Fraser is recruiting for a Warranty and Service Coordinator to join their team in Farnham. As a coordinator, you will play a vital role in ensuring seamless warranty administration for commercial vehicles.You will need to have a strong background in warranty administration, with experience of DMS and excellent organisational skills. The...

**Job Description:** Professional Services CoordinatorWe are looking for a highly organized and efficient professional to join our team as a Professional Services Coordinator. This role offers the opportunity to craft and lead our workplace environment, ensuring that all projects, administrative functions, and day-to-day operations run smoothly and...

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...

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 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...

We 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...

Are you a seasoned accounting professional seeking a new challenge? As a Financial Services Manager at ProTalent Limited, you will be responsible for managing a portfolio of clients and serving as their primary point of contact. Your key responsibilities include:Managing client relationships and ensuring exceptional customer servicePreparing year-end...

Job Overview:Bennett & Game Recruitment LTD is partnering with a 20-year-old accountancy practice in Farnham to recruit an ambitious accountant. This practice has built a strong reputation for providing excellent advice and first-class services to businesses and personal clients, boasting many clients in the local community and service businesses across...

Job Description:As a Financial Services Auditor at Retrack Personnel Holdings Limited, you will be responsible for leading and assisting with fieldwork, preparing audit files, and undertaking audit planning. You will also be responsible for managing your workload efficiently, ensuring that all tasks are completed on time and within budget.You will work...

Farnham 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...

We 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...

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...