Financial Planning Professional

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...

As a Business Intelligence Finance Professional, you will be working in a high-performing team at Vitae Financial Recruitment, supporting the growth of our clients.About This Role:We are seeking a highly driven and talented FP&A Analyst to join our ranks. The successful candidate will have demonstrable experience in budgeting, forecasting, and financial...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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,...

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...

ProTalent is seeking a highly skilled Financial Professional to join their team in Farnham. The ideal candidate will have experience in accounts production, tax compliance, and company secretarial.The successful applicant will be responsible for:Preparing and submitting tax returns for sole traders, partnerships, and limited companiesEnsuring all filing...

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...

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...

Finding a role as an Accounts Senior or Client Manager with a reputable and growing firm in Farnham is a great opportunity for anyone looking to progress their accounting career.This position offers exposure to a range of clients and financial situations, allowing you to develop your skills and knowledge in accounts, tax, and business advisory work. The team...

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...

We are seeking a highly skilled Accounting and Tax Specialist to join our team. This role offers the chance to develop a deep understanding of accounting principles, tax regulations, and industry-specific knowledge.About the Role:The Accounting and Tax Specialist will assist in the preparation and review of financial statements, ensuring compliance with...