Financial Services Consultant

Financial 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...

Financial 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...

Financial 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...

ProTalent is seeking a highly skilled Financial Services Professional to join a well-established accountancy firm in Farnham. The ideal candidate will have experience in accounts production, tax compliance, and company secretarial services.Key responsibilities include:Managing accounts production for sole traders, partnerships, and limited companiesEnsuring...

Financial Services Administrator OpportunityProfiles Personnel is seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain...

Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...

Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team at Profiles Personnel. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to...

Role OverviewA Thriving Accountancy Firm with a varied client base is seeking a Bookkeeper or ATT qualified Accountant to join their team.Key ResponsibilitiesBookkeeping for a portfolio of clientsReconciliations of the main control accounts, including month-end reviewsManagement accounts preparationReviewing client entries and advising of corrections or...

Administrative Support SpecialistProfiles Personnel is seeking an experienced Administrative Support Specialist to join their Financial Planning and Investment firm. This is an excellent opportunity for a detail-oriented individual to work in a supportive and collaborative team environment.The ideal candidate will have a background in Financial Services or...

We 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...

**Financial Services Administrator Opportunity**We are seeking a skilled Financial Services Administrator to join our client's administrative team. The ideal candidate will have at least a year's experience in financial services administration, preferably in client and advisor support.The successful candidate will be responsible for:Liaising with policy...

### 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...

IFA 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...

IFA 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...

IFA 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...

IFA 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...

Financial Services Audit Manager ========================== Are you a seasoned audit professional with a passion for financial services? We're seeking a dynamic and experienced Financial Services Audit Manager to lead our team of auditors in delivering high-quality audit services to our clients. Key Responsibilities: ------------------- * Lead audit...

Are you a seasoned audit professional with a passion for financial services? We're seeking a dynamic Audit Manager to lead our team of auditors in delivering high-quality audits to our clients.Key Responsibilities:Plan and lead audit missions for a diverse range of financial services clients.Analyze financial data to identify insights and trends.Develop...

Financial Services Administrator RoleWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity to work in an exciting and dynamic environment, with the potential for part-time hours.Key Responsibilities:Liaise with policy providers for policy details and obtain policy...

Financial Services Administrator OpportunityWe are seeking a skilled Financial Services Administrator to join our client's administrative team. This is a permanent full-time opportunity, but candidates who meet the criteria and are seeking part-time hours will also be considered.Key Responsibilities:Liaise with policy providers to obtain policy details and...