Financial Services Assistant

About the Opportunity: We are looking for a Financial Services Assistant to help us grow our business. You will spend at least 60% of your working week in the office, collaborating with our team to provide excellent customer service. Your key responsibilities will include negotiating settlement terms with debtors, liaising with clients, and preparing claims...

Servicing AdviserEstimated Salary: £52,500.00 per annumAbout the CompanyFirst Recruitment Services is seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.Key ResponsibilitiesConduct client meetings, both in-person and via video call, to...

Job OverviewThe role of Financial Services Professional at First Recruitment Services involves managing client servicing reviews, building and maintaining strong client relationships, and ensuring compliance with regulatory requirements.Key Responsibilities:• Conduct meetings with clients to review and discuss portfolio performance• Assess clients'...

At Thrivent Financial, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work closely with clients to understand their financial goals and develop customized plans to achieve them. With a focus on building long-term relationships and providing expert guidance, you will...

We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. As one of the UK largest financial advisers, our client is looking for an individual who can provide exceptional financial advice to clients.Key Responsibilities:Client Meetings:...

Company OverviewWe are seeking a skilled Financial Adviser to join our team at First Recruitment Services. Our client is one of the UK's largest financial advisers, and we are looking for an individual who can manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.

Are you looking for a rewarding career in financial services? As a Financial Advisor at Thrivent Financial, you will have the opportunity to work with clients to help them achieve their financial goals and improve their overall well-being. With a focus on building long-term relationships and providing expert guidance, you will play a critical role in helping...

Job Title: Financial Planning SpecialistAbout the RoleThis is a servicing role suitable for experienced financial professionals with 2+ years of advising experience. The ideal candidate will have strong communication skills, be able to build long-term relationships, and demonstrate expertise in pensions, investments, tax planning, cashflow modeling, and...

The Schroders Recruitment team is seeking a dedicated Financial Services Compliance Assistant to join their team in Horsham, West Sussex. This role will involve supporting the Compliance team in administering the supervisory scheme across the Network.Key ResponsibilitiesAssist and support the Compliance team in administering the supervisory scheme across the...

Unlock 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...

Pursue 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...

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...

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,...

The ideal candidate will have a minimum of 12 months administration experience within financial services, ideally within wealth management and/or financial planning businesses. You will be required to complete training tutorials on our internal systems and be fully conversant with our online client portal.

Company OverviewArtemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and support to our clients and candidates.

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...

Job DescriptionWe are seeking a highly organized and detail-oriented individual to join our team as an Administrator - Independent Financial Adviser (IFA). This is an exciting opportunity to work in a dynamic environment, assisting Financial Advisers in delivering exceptional client experiences.About the Role:Assist in preparing recommendations and producing...

Join Artemis Recruitment Consultants Ltd as a Senior Financial Services Coordinator and contribute to the success of our team. This role is perfect for someone with excellent communication skills, a strong attention to detail, and a passion for financial planning.Job DescriptionWe are seeking an experienced individual to assist our Financial Advisers in...

Schroders offers a dynamic environment where high-quality professionals can thrive, leveraging cutting-edge technology and support services to drive financial success. As an Accounts Assistant, you will be part of our Financial Advice team, assisting families in securing solutions that meet their needs and aspirations.Job Description:Import and reconcile...

Schroders Recruitment is a leading player in the financial services industry, providing award-winning, proprietary solutions for financial advisers. We are seeking a highly skilled Compliance and Training Supervisor to join our team in West Sussex.About the OpportunityThis is an exciting opportunity to work with our team and contribute to the success of our...