Financial Services Administrator
4 weeks ago
Profiles Personnel Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning and investment firm, this role offers the opportunity to progress your career into a Paraplanning position.
Key Responsibilities:- Manage client data and ensure compliance with regulatory requirements
- Support the administration of new business, including inputting client details and liaising with clients and product providers
- Assist advisers with meeting preparation, new client packs, and agendas
- Contribute to the development of the Investment Proposition
- Participate in wider company projects as required
- Background in Financial Services or Paraplanning preferred
- Strong organizational and time management skills
- Excellent attention to detail and accuracy
- Collaborative approach and ability to work effectively in a team
- Commitment to ongoing professional development and CPD
This is an excellent opportunity for an experienced Administrator to join a supportive and collaborative team and progress their career in Financial Services.
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Financial Services Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeAdministrative Assistant - Financial PlanningProfiles Personnel is seeking an experienced and detail-oriented Administrative Assistant to join our Financial Planning team. As an Administrative Assistant, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our office.Key Responsibilities:Manage client files...
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Financial Services Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeAdministrative Assistant - Financial PlanningProfiles Personnel is seeking an experienced and detail-oriented Administrative Assistant to join our Financial Planning team. As an Administrative Assistant, you will play a crucial role in supporting our Financial Advisers and ensuring the smooth operation of our office.Key Responsibilities:Manage client files...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Planning and Investment Firm Seeks Experienced AdministratorWe are a reputable Financial Planning and Investment firm seeking a skilled and detail-oriented Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planners and investment managers in delivering exceptional client service.Key...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Planning and Investment Firm Seeks Experienced AdministratorWe are a reputable Financial Planning and Investment firm seeking a skilled and detail-oriented Administrator to join our team. As an IFA Administrator, you will play a crucial role in supporting our financial planners and investment managers in delivering exceptional client service.Key...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Ltd Full timeIFA Administrator Job DescriptionProfiles Personnel Ltd is seeking a highly organized and detail-oriented IFA Administrator to join their team. As a key member of the financial planning and investment firm, this role offers the opportunity to progress your career into a Paraplanning position.Key Responsibilities:Manage client data and ensure compliance with...
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Financial Services Administrator
3 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time### Key Responsibilities As a skilled IFA Administrator, you will be responsible for ensuring the smooth day-to-day administration of our Financial Planning and Investment firm. This will include: * Inputting client details onto our in-house system * Managing new business administration, including liaising with clients and product providers * Maintaining...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure accurate...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure accurate...
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Financial Services Administrator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our Financial Planning and Investment firm, you will play a vital role in supporting our advisers and ensuring the smooth operation of our business.Key Responsibilities:Manage client data and ensure...
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Financial Services Administrator
1 week ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeWe 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...
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Financial Services Administrator
2 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full time**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...
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Financial Planning and Investment Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Planning and Investment AdministratorWe are seeking a highly organized and detail-oriented Financial Planning and Investment Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and investment managers.Key...
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Financial Planning and Investment Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Planning and Investment AdministratorWe are seeking a highly organized and detail-oriented Financial Planning and Investment Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and investment managers.Key...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeJob SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our client services.Key Responsibilities:Manage client data and...
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Financial Services Coordinator
2 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial 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...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeJob SummaryWe are seeking a highly organized and detail-oriented IFA Administrator to join our team at Profiles Personnel. As a key member of our financial services team, you will be responsible for providing administrative support to our financial planners and ensuring the smooth operation of our client services.Key Responsibilities:Manage client data and...
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Financial Planning Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a crucial role in supporting our clients and contributing to the growth and success of our organization.Key Responsibilities:Provide administrative support to our...
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Financial Planning Administrator
1 month ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeIFA Administrator OpportunityWe are seeking a highly organized and detail-oriented IFA Administrator to join our Financial Planning and Investment firm. As a key member of our team, you will play a crucial role in supporting our clients and contributing to the growth and success of our organization.Key Responsibilities:Provide administrative support to our...
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Financial Services Coordinator
4 weeks ago
Farnham, Surrey, United Kingdom Profiles Personnel Full timeFinancial Services AdministratorProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a fantastic opportunity for individuals with a passion for financial services and a desire to work in a dynamic environment.Key Responsibilities:Liaise with policy providers to obtain policy details and...