Financial Planning Professional
7 days ago
We are seeking an experienced Paraplanner to support two Financial Planners in a Financial Planning practice based in Horsham. The ideal candidate will have a strong analytical background and excellent communication skills.
Key Responsibilities:- Analyse client information and existing investments/policies to provide high-quality financial planning reports.
- Write suitability reports for cases of varying complexity, ensuring accuracy and attention to detail.
- Handle urgent client queries in the absence of the adviser, providing exceptional customer service.
- Stay up-to-date with industry regulations and compliance requirements, ensuring the practice remains compliant.
- Perform tax calculations and create cash flow models and projections to support financial planning using Voyant.
- Work collaboratively with the team to achieve common goals and deliver exceptional client service.
- Upload cases to XPLAN for pre-approval, ensuring seamless workflow.
- Previous experience in a financial planning or wealth management firm, with a strong understanding of financial services products.
- Confidence in determining the advice journey, with excellent analytical and problem-solving skills.
- Strong written and verbal communication skills, with the ability to prioritize tasks and manage time effectively.
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Financial Planning Professional
1 week ago
Horsham, West Sussex, United Kingdom Blakemore Recruitment Full timeParaplanner Opportunity in HorshamWe are seeking an experienced Paraplanner to support two Financial Planners in a Financial Planning practice based in Horsham. The ideal candidate will have a strong analytical background and excellent communication skills.Key Responsibilities:Analyse client information and existing investments/policies to provide...
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Financial Planning Professional
1 week ago
Horsham, West Sussex, United Kingdom Blakemore Recruitment Full timeParaplanner Opportunity in HorshamWe are seeking an experienced Paraplanner to support two Financial Planners in a Financial Planning practice based in Horsham. The ideal candidate will have a strong analytical background and excellent communication skills.Key Responsibilities:Analyse client information and existing investments/policies to provide...
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Financial Planning Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...
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Financial Planning Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
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Financial Planning Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
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Financial Planning Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
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Financial Planning Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled Financial Planning Specialist to join its expanding Advice team. As a key member of the team, you will be responsible for providing expert financial planning and investment advice to new and existing clients of the firm.Key ResponsibilitiesClient Acquisition and Retention: Cultivate and maintain...
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Financial Planning Expert
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeJob Title: Financial Planning ExpertWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Schroders. As a Financial Planning Expert, you will be responsible for providing expert advice and guidance to our clients on their financial planning needs.About the RoleThe ideal candidate will have a strong background in...
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Financial Planning Expert
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeJob Title: Financial Planning ExpertWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Schroders. As a Financial Planning Expert, you will be responsible for providing expert advice and guidance to our clients on their financial planning needs.About the RoleThe ideal candidate will have a strong background in...
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Financial Planning Expert
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeUnlock Your Potential as a Financial Planning ExpertWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Benchmark Financial Planning. As a Chartered Financial Planner, you will play a pivotal role in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial...
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Financial Planning Expert
5 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeUnlock Your Potential as a Financial Planning ExpertWe are seeking a highly skilled and experienced Financial Planning Expert to join our team at Benchmark Financial Planning. As a Chartered Financial Planner, you will play a pivotal role in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial...
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Financial Planning Specialist
1 week ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time{"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...
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Financial Planning Specialist
1 week ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full time{"h1": "Independent Financial Advisor Opportunity", "p": "At Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding Advice team. As a key member of our team, you will be responsible for providing financial planning and investment advice to new and existing clients of our firm.Key Responsibilities:* Provide...
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Financial Planning Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout SchrodersSchroders is a leading global asset management company that provides investment solutions to individuals, institutions, and governments. Our mission is to deliver exceptional investment performance and outstanding service to our clients.Our BusinessWe operate in a dynamic and rapidly changing environment, and our business is built on a...
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Investment and Financial Services Professional
2 weeks ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleVision-FS Recruitment is seeking a highly skilled and experienced Financial Planning Specialist to join its expanding Advice team.The ideal candidate will have a strong background in financial planning and investment advice, with a proven track record of delivering high-quality services to clients.Key ResponsibilitiesClient Acquisition and...
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Horsham, West Sussex, United Kingdom Schroders Recruitment Full time## Chartered Financial Planner Role at Benchmark Capital We are seeking a skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services. ### Key...
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Horsham, West Sussex, United Kingdom Schroders Recruitment Full time## Chartered Financial Planner Role at Benchmark Capital We are seeking a skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services. ### Key...
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Financial Services Professional
3 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeIndependent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...
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Financial Services Professional
3 days ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeIndependent Financial Advisor OpportunityAt Vision-FS Recruitment, we are seeking a skilled Independent Financial Advisor to join our expanding team in Horsham, West Sussex. As a leading boutique IFA firm, we provide independent advice on pensions, retirement planning, investments, savings, and a full range of financial planning solutions.The RoleAs an...
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Financial Services Professional
1 week ago
Horsham, West Sussex, United Kingdom Vision-FS Recruitment Full timeAbout the RoleWe are seeking an experienced Independent Financial Advisor to join our expanding team at Vision-FS Recruitment. As a leading London City-based Financial Services Recruitment business, we cover the entire UK market and specialize in IFA/Wealth Management, Private Banking, and Employee Benefits Recruitment.Key ResponsibilitiesProvide independent...