Administrator Financial Advisory Firm

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...

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,...

Wealth Planning Client Support AdministratorAre you a detail-oriented individual with excellent communication skills? Do you have experience in administration within the financial services sector?We are looking for an administrator to join our successful and award-winning firm of Chartered Financial Planners to support our financial planners in their...

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...

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,...

ProTalent is partnering with a reputable, multi-sited accountancy firm to find a skilled payroll specialist.About the Firm:Esteemed reputation in the industryOffers a comprehensive range of business advisory and accountancy services to a diverse client baseModern, forward-thinking, and proactive approachExperiencing continued growth and successDiverse,...

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,...

**Job Title**: Mortgage Administrator **Industry**:Mortgages **Location**:Horsham **Salary**:£23,000- £30,000 **Ref**: 8215 Recruit UK are working on an exciting role for an experienced Mortgage Administrator to join a dynamic IFA. A fast paced financial services company that demands excellent customer service. The role of Mortgage Administrator will...

**TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: Financial Services Administrator **Location**: Horsham **Benefits**: Competitive salary, death in service life assurance cover, private medical insurance cover; free annual eyesight tests & cost toward glasses for occupational purposes, approved exam fees, study...

Job DescriptionWe are seeking an experienced Financial Services Administrator to join our team at Schroders Recruitment. This role will be based in the UK and will involve working with high-quality advisers who empower families to secure solutions that meet their needs and aspirations.The successful candidate will have proficient computer skills,...

About the RoleWe are seeking a highly organised and detail-focused Financial Services Administrator to join our team at Schroders.This is an excellent opportunity for someone looking to develop their skills in accounting and administration, working with a leading investment management company.Key ResponsibilitiesProcess invoices, bank statements, and credit...

About the Role:Pension Administrator - Financial ServicesAs a Pension Administrator at EngineeringUK, you will be responsible for delivering a high level of customer service to ensure our clients experience a smooth journey from opening their pension account to exercising their options to take their retirement income. You will be part of a team of 12...

Chartered Financial Planner OpportunityWe are seeking a skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.About the RoleAs a Chartered Financial Planner, you will possess a strong understanding of...

**About the Role**We are seeking a skilled Chartered Financial Planner to join our Chester office. As a key member of our team, you will be responsible for providing high-quality financial advisory services to clients.**Key Responsibilities**• Promote the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.•...

**Job Title: Mortgage Administrator** **Location: Horsham Office** **Salary - depending on experience. £22,000 - £34,000** - Are you a skilled administrator looking for your next challenge? - Do you have previous experience within mortgage administration, or a sales support role. - Perhaps you have a transferable skill set within another area of...

ProTalent is seeking a skilled Financial Planner to join their team in West Sussex. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients.Key ResponsibilitiesBuild and manage a client bank to a high standard.Develop business opportunities through internal and external networks.Establish strong...

A leading accountancy firm in West Sussex is seeking an ambitious manager or senior manager to join their team. As the fastest-growing accountancy firm in Sussex, they provide a wide range of specialist services to thousands of businesses and individuals across the county.Key Responsibilities:Managing a diverse portfolio of clients, including limited...

About the FirmWe are ProTalent Limited, a leading accountancy firm in West Sussex with multiple offices serving thousands of businesses and individuals across the county. We pride ourselves on being the fastest-growing accountancy firm in Sussex, offering a wide range of specialist services including accountancy, taxation, payroll, advisory, and financial...