Financial Service Planner

4 weeks ago


Hove East Sussex, United Kingdom TRUESTAR TALENT LIMITED Full time

Financial Planner
Office-Based, Brighton and Hove
Both great monthly and yearly bonuses and benefits package
A full client bank provided
one of the most highest rated financial planning and investment companies in the UK.
offer high-quality holistic advice and are looking for a telephone/video-based Financial Planner to manage a good client bank, to develop new and maintain existing long-term client relationships.
Do you love building relationships with clients and supporting them with great financial advice?
Currently providing Financial Advice to your clients and be qualified to either Diploma or Chartered level
Your role as a Financial Planner will involve: -
Delivering holistic total investment solutions, via video and telephone calls
This is an amazing opportunity to work for a compassionate, flexible company that wants to invest in your future, providing training if you want to progress and realise your full potential.
If this sounds like the role for you, please forward a copy of your CV for immediate short-listing.


  • Financial Planner

    4 weeks ago


    East Sussex, United Kingdom Financial Divisions Full time

    **Financial Planner - Near Crawley (Sussex), manage a book of 170 clients which generates £420k in recurring income, £60k - £75k basic salary + commissions** My client are an Independent Financial Advice firm based outside Crawley. I have placed 2 advisers with this business and the Office Manager. They offer whole of market advice on Pensions,...

  • Financial Planner

    4 weeks ago


    East Midlands, United Kingdom Duncan & Toplis Full time

    Financial Planning Services | Full-time | East Midlands We have an opportunity for a full-time financial planner to join our team and support individuals across the East Midlands with tailored wealth management solutions. Recommending strategies to achieve the financial objectives, you will meet with clients to understand their future investment plans,...

  • Financial Adviser

    4 weeks ago


    West Sussex, United Kingdom Financial Divisions Full time

    Established close to 20 years ago, my Client, an independent firm of Financial Advisers are looking to recruit an experienced and ideally Chartered Financial Planner to take over an existing book of very well-developed Clients allowing the Director to becomemore involved in the running of the Business. **Opportunity Highlights** - This firm offers whole of...

  • Planner personeel

    3 weeks ago


    Hove, East Sussex, United Kingdom Walters People Gent Full time

    Onze klant is gelegen te Hove en is een vooraanstaand bedrijf dat zich richt op het waarborgen van veiligheid en welzijn op de werkvloer. Als personeel planner ben je verantwoordelijk voor het effectief organiseren en plannen van een pool van veiligheidsspecialisten. Je hoofddoel is ervoor te zorgen dat de juiste mensen op het juiste moment op de juiste...


  • East Midlands, United Kingdom Duncan & Toplis Full time

    Financial Planning Services | Full-time | East Midlands We have an opportunity for a full-time financial services administrator to join our team and support individuals across the East Midlands with tailored wealth management solutions. Working as part of the administration team, you will provide a quality service to support our client delivery teams to...

  • Repairs Planner

    2 days ago


    South East, United Kingdom Skilled Careers Full time

    Join Us as a Repair's planner in Central Beds We're looking for a Repairs Planner to join a leading Property Services Company in Central Beds. If you have experience as a Repairs Planner, we want to hear from you! Responsibilities: Schedule appointments with clients, subcontractors, and suppliers. Ensure jobs meet contractual...

  • Repairs Planner

    2 days ago


    South East, United Kingdom Skilled Careers Full time

    Join Us as a Repair's planner in Central BedsWe're looking for a Repairs Planner to join a leading Property Services Company in Central Beds. If you have experience as a Repairs Planner, we want to hear from you!Responsibilities:Schedule appointments with clients, subcontractors, and suppliers. Ensure jobs meet contractual agreements. Coordinate operatives...


  • Crowborough, East Sussex, United Kingdom Carrington West Full time

    Graduate Town Planner Are you a recent graduate with a passion for planning and a desire to kickstart your career in a dynamic and collaborative environment? We are currently seeking a dedicated and enthusiastic individual to join our team as a Graduate Planner in Crowborough. Collaborate with the planning team to support in the development and...


  • Wealden, East Sussex, United Kingdom Carrington West Full time

    Graduate Town Planner Are you a recent graduate with a passion for planning and a desire to kickstart your career in a dynamic and collaborative environment? We are currently seeking a dedicated and enthusiastic individual to join our team as a Graduate Planner in Crowborough. Collaborate with the planning team to support in the development and execution...


  • Hove, East Sussex, United Kingdom Nelson Scott Full time

    You may be scanning documents, putting financial information together in spreadsheet’s for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop...


  • Hove, East Sussex, United Kingdom Nelson Scott Full time

    You may be scanning documents, putting financial information together in spreadsheet’s for colleagues, sending the daily post, or faxing and photocopying confidential documents. You will also learn about the financial planning cycle and the specific job roles of people within the business, and be encouraged to take professional examinations to help develop...

  • Graduate Town Planner

    4 weeks ago


    Wealden, East Sussex, United Kingdom Carrington West Full time

    Graduate Town Planner Crowborough £25,000 per annum Are you a recent graduate with a passion for planning and a desire to kickstart your career in a dynamic and collaborative environment? We are currently seeking a dedicated and enthusiastic individual to join our team as a Graduate Planner in Crowborough. Key Responsibilities Collaborate with the...

  • Trainee Accountant

    3 weeks ago


    Hove, East Sussex, United Kingdom Pro Talent Full time

    ProTalent are currently working with one of the fastest growing accountancy firms in Brighton & Hove to recruit a Trainee Accountant. Offer a wide range of accountancy services Have an impressive client base and network of offices across the South East Working in a successful and busy audit & accountancyteam Comprehensive audit work for a...

  • IFA Administrator

    4 weeks ago


    Worthing, West Sussex, United Kingdom Heat Recruitment Ltd Full time

    The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients. During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful...


  • Hove, East Sussex, United Kingdom IDEX Consulting Full time

    I am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove. Within this small practice the Advisors have...


  • Hove, United Kingdom red robin recruitment Full time

    Financial Administrator Company We are seeking a highly organised and detail-oriented Financial Administrator to join our Client, a Fund Administration Company in central Brighton. Salary £27,000 - £28,000 Brighton office (not hybrid) **Responsibilities**: - Perform day-to-day financial administrative tasks, including processing financial...


  • Shoreham-By-Sea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Senior Paraplanner - Brighton Senior Paraplanner - Brighton To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial circumstance. Provide...


  • Shoreham-By-Sea, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Type of Position: Senior Paraplanner - Shoreham-by-Sea Senior Paraplanner - Shoreham-by-Sea To assist the Financial Planner in formulating the advice to the client, providing technical support and guidance where appropriate. Review client objectives ensuring they are clear, concise and achievable when compared against the client’s financial...

  • Material Planner

    7 days ago


    Brighton, East Sussex, United Kingdom Michael Page Full time

    This role of Demand Planner is essential for maintaining optimal inventory levels and improving forecast accuracy within the Procurement & Supply Chain department. The candidate will be responsible for implementing planning strategies, coordinating with various teams, and providing detailed forecasts. Our client is a well-established player within the FMCG...

  • Paraplanner / IFA

    2 weeks ago


    East Sussex, United Kingdom The Recruitment Web Full time

    Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. Check below to see if you have what is needed for this...