Wealth Planning Support Assistant

Schroders Recruitment is seeking an experienced Wealth Planning Support Specialist to join our team. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to prepare meeting packs and documentation/reports for client...

About the RoleWe are seeking an experienced administrator to join our team as a Client Support Administrator for Wealth Planning. This is a 12-month maternity cover position.In this role, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...

We are seeking an experienced Administrator to join our award-winning firm of Chartered Financial Planners as part of a 12-month maternity cover position. Our proprietary solutions cover regulatory, platform and investment services, designed to support financial advisers at every step of their journey.As a key member of our client-facing teams, your primary...

Company Overview">We are a successful and award-winning firm of Chartered Financial Planners providing excellent client outcomes and service. Our proprietary solutions cover regulatory, platform, and investment services to support advisers at every step of their journey.">About the Role">This is a 12-month maternity cover position as an Administrator to join...

Administrative Support JobWe are looking for a highly organized and detail-oriented Wealth Management Administrator Assistant to join our team at Schroders Recruitment.This is a 6-month maternity cover position.About the TeamAs a key member of our client-facing teams, you will be responsible for providing administrative support to our financial planning...

Join Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will play a key role in managing a portfolio of high net worth (HNW) clients. If you have a passion for providing exceptional financial advice and have a strong track record of delivering results, we want to...

Bighornlaw offers an exciting opportunity for a Wealth Management Specialist to join our team. As a key member of our financial services team, you will be responsible for creating customized financial plans for clients, helping them grow and protect their wealth effectively.About Us:Our primary objective is to provide clients with strategic guidance and...

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...

Artemis Recruitment Consultants Ltd is seeking a highly motivated Financial Paraplanner to join our team. As a key member of our team, you will be responsible for creating and compiling high-quality financial planning reports and conducting research on financial strategies, plans, and products.About the RoleIn this exciting role, you will provide exceptional...

Salary: £25,000 - £35,000 per annumJob DescriptionThis exciting opportunity has arisen for an Executive Assistant to join our team. As an Executive Assistant - Financial Services, you will provide administrative support to our financial advisers, ensuring the smooth operation of their daily tasks. You will be responsible for chasing financial institutions...

**Company Overview:**Our client, a reputable wealth planning firm based in Horsham, offers expert financial advice to high net worth retirees, accumulators, local families, and SME owners across Surrey, Sussex, Kent, and London.The company manages the affairs of over 500 clients with assets ranging from £100k to £1m+. The advisers provide guidance on...

This role requires a highly skilled and experienced professional with a proven track record in wealth management. The ideal candidate will possess excellent communication skills, be able to build strong relationships with clients, and demonstrate a deep understanding of financial planning and risk management.Responsibilities and ExpectationsDevelop and...

About the RoleThis Casual Disability Support Worker position will provide daily living assistance to individuals in Horsham, VIC.Implement individualised support plans based on needs, preferences, and interests.Assist with personal care, hygiene, and household duties.Aid individuals to participate in social events, work, and appointments.Support individuals...

Support RoleSchroders Recruitment is seeking an experienced Administrative Support Professional to fill a 6-month maternity cover position as a Financial Planning Support Specialist.This is an excellent opportunity to develop your skills and gain experience in a dynamic and supportive team.About the RoleAs a key member of our client-facing teams, you will be...

Job DescriptionAs a Wealth Management Administrator, you will play a vital role in supporting our Financial Advisers in Horsham. You will be responsible for managing client relationships, administering CRM systems, and handling various administrative tasks.Key Responsibilities:Engage in proactive communication with clients and other stakeholders.Ensure the...

Job Title: Financial Planner - Horsham Office">Location: West Sussex">Job Type: Full-time">Industry: Financial Services">Salary: £55,000 - £75,000 per annum">Description: We are seeking a Financial Planner to join our team in Horsham, West Sussex. As a Financial Planner, you will work closely with clients to understand their financial goals and develop...

We are seeking a talented Financial Paraplanner to join our team at Artemis Recruitment Consultants Ltd. In this role, you will play a crucial part in supporting our Financial Planners by researching and analyzing data to meet client needs and objectives.Job DescriptionYou will be responsible for preparing client financial plans and suitability...

Coordinating Assistant Job DescriptionWe have an exciting opportunity for a Coordinating Assistant to join our team at Premier Work Support. This is a temporary position based in Horsham, with a salary of £20,000 - £25,000 per annum.The successful candidate will work closely with a small team of sales consultants, providing administrative support and...

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.

About the JobThis Administrative Support Specialist position involves working closely with our Financial Advisers in Horsham to provide exceptional administrative support. The ideal candidate will have previous experience in Financial Planning and possess excellent written English, numeracy, and analytical skills.Job Summary:Support Financial Advisers with...