Administrator Financial Advisory Firm

**Financial Administrator (Part-Time or Full-Time)** **West Sussex: £25,000+ bonus scheme** We are seeking an experienced financial administrator to join our well-established, independent chartered financial planning firm in West Grinstead. We are seeking someone for between 3 to 5 days per week, so are happy to discuss part-time or full-time...

Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.In their...

Job Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and...

Financial Planner - servicing role of existing clientsHorsham offices - come to offices 1 - 2 days per weekFull administration and paraplanning supportMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their...

Job Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent...

Financial Planner - servicing role of existing clientsHorsham offices - come to offices 1 - 2 days per weekFull administration and paraplanning supportMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their...

Pro Talent is a dynamic firm with 8 offices and over 500 team members. We are seeking a Head of UK Tax Advisory to join our team in Horsham. This role offers a unique opportunity to work on complex tax advisory assignments, ensuring clients have a deep understanding of their tax obligations and identifying opportunities for growth.As the Head of UK Tax...

Company OverviewFinancial Divisions is a wealth planning firm with offices in Horsham. We offer financial advice to HNW retirees, accumulators, local families, and SME owners across Surrey, Sussex, Kent, and London.Salary and BenefitsThe salary for this role is £65,000 - £80,000 per annum, negotiable based on experience. A 20% bonus is offered on initial...

Unlock your full potential as a Private Client Advisory Leader with Pro Talent! This forward-thinking firm is seeking a skilled Senior Tax Manager to spearhead their private client tax team in Horsham. With a robust network spanning 8 offices, they present a wealth of opportunities for personal and professional growth.Your key responsibilities will include...

ProTalent Limited is seeking a Financial Operations Assistant to join our team. In this role, you will be responsible for providing bookkeeping and administrative support to our clients. This includes preparing financial statements, reconciling bank accounts, and maintaining accurate records. You will also work closely with our clients to ensure their...

We are seeking an experienced Financial Administrator to support our clients SJP Practice in Horsham. This role will involve assisting Financial Advisers with administration, including business processing and client liaison.Key Responsibilities:Chase financial institutions for informationLiaise with Administration Centres and Paraplanners via telephoneDraft...

A Private Client Advisory Manager plays a key role in leading business development and managing a portfolio of private clients.Responsibilities include handling technical advisory and compliance work, supporting colleagues with technical advice, and collaborating with junior teams to ensure quality and efficiency.Business development is a critical aspect of...

We Offer a Competitive SalaryWe offer a competitive salary range of £60k - £75k (negotiable), plus 20% bonuses on initial advice fees. Additionally, we provide an attractive benefits package and holiday allowance, as well as full paraplanning and administration support.About Our ServicesWe are a wealth planning firm with offices in Horsham, serving high...

About the role:">Horsham District Council seeks a highly organised Property Finance Administrator to support the Property and Facilities team with day-to-day administration of property-related financial activities, performance analysis, and risk reporting.Key responsibilities:">Processing invoices for payment through the T1 financial management...

We are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning services. **Who we're looking for** Following considerable growth in our business,...

The role of a Financial Taxation Manager with ProTalent Limited involves reviewing company tax and personal tax computations, managing a portfolio of clients, and being responsible for all tax affairs.As a Corporate Tax Professional, you will support the partners with tax advisory services and ad-hoc project work, oversee staff training and mentoring, and...

An opportunity has arisen for a professional and adaptable PA/Administrator to work within a Senior Partner Practice which is part of St. James's Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on...

Pension Administration OpportunityWe are seeking an experienced pension administrator to join our team in the UK. As a key member of our team, you will provide exceptional customer service to ensure our clients' seamless experience from account opening to retirement income distribution.Job RequirementsProcess new pension accounts and verify compliance with...

About the RoleA leading accountancy firm in West Sussex is looking for an ambitious manager or senior manager to join their spangly offices in Horsham. They are the fastest-growing accountancy firm in Sussex, with multiple offices looking after thousands of businesses and individuals across the county, providing the full array of specialist accountancy,...

We are looking for a detail-oriented Financial Administrator to join our Artemis Recruitment Consultants Ltd team based in Horsham. As a key member of the SJP Practice, you will support Financial Advisers with administrative tasks, including business processing, financial administration, and client liaison. Experience with CRM systems, such as Salesforce, is...