Financial Planning Support Specialist

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...

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...

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...

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...

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...

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,...

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 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 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...

Role OverviewMandeville is seeking a Financial Planning Expert to join their international head office team.The ideal candidate will have experience in managing retail and hospitality profit centers, coordinating budgets and forecasts, and ensuring accurate scenario modeling and commercial thinking aligns with strategic goals.Key ResponsibilitiesReview and...

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...

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...

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...

Job OverviewA highly regarded, privately owned Independent Financial Planning & Investment Management organisation is seeking an experienced Paraplanner to join their team. With a strong presence across the South West and London, this well-established and reputable company has experienced steady growth over recent years.The Role: Due to increased business...

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...

Job ResponsibilitiesOversee financial operations within the division, managing and preparing financial reports and statements.Evaluate budgeting processes to ensure effective management and identify cost-saving opportunities.Collaborate with upper management to set financial goals and implement strategies to achieve them.RequirementsA qualified accountant...

We are currently recruiting for a Financial Accountant and Audit Specialist to join our team at TPF Recruitment. This role is based in Surrey, where we have a strong local reputation.This position offers the opportunity to work with a variety of clients, preparing financial accounts for Ltd companies, LLPs, and NFPs. The successful candidate will be...

Fletcher George Financial Recruitment is proud to offer this exceptional opportunity for an experienced Senior Accountant Lead to join our client's team as a Lead Audit and Accounting Specialist.About the Job:Leading audit assignments across different sectors.Guiding junior team members, reviewing their work, and allocating tasks.Maintaining high standards...

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...