Financial Advisor
2 weeks ago
Our client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.Key Responsibilities: * Conduct client meetings, both in-person (at their home or our office) and via video call, to review and discuss portfolio performance. * Assess clients’ financial needs and objectives, developing tailored financial plans to meet their goals. * Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives. * Determine clients’ financial status, expenses, income levels, tax situations, and risk tolerance. * Address client questions and concerns promptly, offering solutions and advice that align with their financial goals. * Generate detailed post-review outcome letters following each client meeting. * Build and maintain a strong client base, fostering profitable and lasting relationships. * Work collaboratively with team members to deliver excellent client service and achieve shared business objectives.Requirements: * MUST HAVE Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience. * Valid driving license. * High level of self-motivation, integrity, and a commitment to delivering excellent financial advice. * Effective time-management skills and a team-oriented mindset.Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy
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Financial Advisor Professional
1 day ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeUnlock Your Earning Potential as a Thrivent Financial AdvisorEarn an estimated salary of $80,000 - $150,000 per year, with unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures. As a Thrivent Financial advisor, you'll have the flexibility to control your schedule, allowing for work-life balance.With...
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Financial Advisor
4 days ago
Horsham, United Kingdom Vision-FS Recruitment Full time**Financial Advisor | Independent Financial Advisor** **£50,000 - £100,000 | Un-Capped Earnings Potential** **Horsham | Surrounding Area’s** **Clients + Leads Provided** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national...
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Financial Professional
1 week ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeThriving in a Rewarding Career as a Financial AdvisorAs a Thrivent Financial advisor, you'll enjoy the satisfaction of making a difference in the lives of the people you serve while having control over your income. With unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures, you'll have the...
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Christian Financial Planning Consultant
7 days ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timePursue a Meaningful Career as a Thrivent Financial AdvisorIn Montgomery County, you can pursue a fulfilling career as a Thrivist Financial advisor, guiding Christians on their paths to financial clarity and empowerment. With a focus on building genuine, long-term relationships with clients, you'll have the opportunity to make a lasting impact in your...
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Trainee Mortgage Advisor
2 days ago
Horsham, United Kingdom Kings Permanent Recruitment for Estate Agents & Financial Services Professionals Full time**Trainee Mortgage Advisor** - **_Are you looking for a career not a job?_**: - **_Would a company who pays for your professional CeMAP training work for you?_**: - **_Yes, really, you do the study and our clients pay the fee!!_**: - **_No gimmicks, no catch, just a great opportunity for you.._** Our client, a Financial Services brokerage and forward...
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Bookkeeper and Financial Advisor
1 week ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeAre you a skilled bookkeeper looking for a new challenge?About the OpportunityProTalent Limited is seeking a highly motivated Bookkeeper and Financial Advisor to join their team in Sussex.Key Responsibilities:Provide expert bookkeeping services to clients, ensuring accurate and timely financial records.Prepare and submit VAT and CIS Returns with...
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Administrator Financial Advisory Firm
6 months ago
Horsham, United Kingdom Redwood Financial Services Ltd Full time**About us** We are professional, customer-centric and fast-paced. Our work environment includes: - Modern office setting Job Title: Senior Administrator **Duties** - Liaise with advisers to ensure appraisal on the progress cases and resolving any queries arising. - Act as the first port of call for queries from clients, lenders and conveyancers. -...
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HNW Retirement Advisor
2 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeTake Your Career to the Next Level as a Financial PlannerWe are looking for an experienced Financial Planner to join our team at Financial Divisions. This is an exciting opportunity to take your career to the next level and work with a leading wealth planning firm. As a Financial Planner, you will be responsible for managing a portfolio of HNW clients and...
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Wealth Management Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeAre you looking for a career that offers unlimited earning potential and a sense of purpose?We're seeking a talented Financial Adviser to join our team at Thrivent Financial. As a Financial Adviser, you'll enjoy the satisfaction of making a difference in the lives of your clients while having control over your income.About the roleProvide personal,...
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Financial Advisor
1 month ago
Horsham, United Kingdom First Recruitment Services Full timeOur client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business...
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Financial Advisor
2 weeks ago
Horsham, United Kingdom First Recruitment Services Full timeOur client is one of the UK largest financial advisers.We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.Key...
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HR Advisor
10 hours ago
Horsham, United Kingdom Diversity HR Ltd Full time**HR Advisor | Horsham | Hybrid Working | Full Time, Permanent | Up to £35,000** We are recruiting on behalf of our financial services client for an experienced HR Advisor to join their organisation on a permanent basis. Joining an established multi-site organisation with exceptional values, this role is looking for an ambitious, commercially focussed HR...
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Investment and Insurance Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeAs an Investment and Insurance Advisor with Bighornlaw, you will play a crucial role in helping clients achieve their financial goals. You will be responsible for evaluating and managing client portfolios, developing comprehensive financial plans, and working closely with other financial professionals to provide holistic financial solutions.About Our...
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Financial Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeJob Description">This challenging yet fulfilling role involves providing tax advice and financial management services to clients, ensuring they meet their statutory obligations. Key responsibilities include preparing year-end accounts, offering high-level tax advice with in-house support, and conducting regular client reviews to build strong relationships....
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Senior Investment Advisor
7 days ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeJob Summary: We are looking for a skilled Senior Investment Advisor to oversee client servicing reviews and build long-lasting relationships with our clients. As part of our dedicated advisory team, you will provide expert financial guidance and ensure regulatory compliance.Key Responsibilities:Conduct in-person and virtual meetings with clients to review...
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Financial Services Expert
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeAbout the Role">We are seeking a highly skilled Pension Accounts Advisor to join our team at Schroders Recruitment. As a key member of our organization, you will play a critical role in transforming the financial services landscape by delivering exceptional customer service and ensuring compliance with regulatory requirements.
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Customer Relations Advisor Role
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeWe are seeking a skilled Customer Relations Advisor to join our team at ENGINEERINGUK. As a key member of our organization, you will play a vital role in delivering exceptional customer service and support.The estimated salary for this position is £25,000 - £30,000 per annum, depending on experience. Our company offers a dynamic and fast-paced work...
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Customer Advisor
2 days ago
Horsham, United Kingdom Boots Full time**Customer Advisor**: Horsham, Swan Walk Fixed Term Full-time, Part-time **The importance of your role.** This is your chance to be part of something a bit different. You’ll be working closely with the most important part of our business - our customers. Giving them fantastic customer care and making them feel good, and we think that’s a great...
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Insurance Advisor
6 months ago
Horsham, United Kingdom The Horsham Mortgage Centre Full timeWe are looking for an Insurance Advisor to join our growing team at The Horsham Mortgage Centre. Full or Part Time considered. The Insurance Advisor will be responsible for providing advice to new and existing clients, covering all their insurance needs, from life cover, critical illness, income protection, unemployment, medical, and home insurance. As...
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Financial Services Liaison Officer
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeJob Title: Financial Services Liaison OfficerWe support high-quality financial advisers with our award-winning technology and support services. Our solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Responsibilities include: First point of contact for queries from Financial Advisors...