Financial Planning Specialist

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...

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...

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...

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 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....

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...

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...

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...

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 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...

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...

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...

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,...

TPF Recruitment is seeking a skilled Financial Management Specialist to manage bookkeeping for a diverse portfolio of clients. This role is based in Farnham with hybrid working options after induction.Job Description:Manage financial records and reconciliations for a portfolio of clients, ensuring accurate and timely reporting.Prepare management accounts and...

Job DescriptionThe role of a Financial Record-Keeping Specialist is to combine temporary and permanent aspects, requiring a detail-oriented individual for financial record-keeping.Process day-to-day transactions, reconcile bank statements and credit card statements, and maintain accurate records.Support month-end and year-end close processes, prepare...