Investment Planning Specialist

Job DescriptionWe're looking for an Investment Planning Specialist to join our team at Exchange Street Claims ltd. As a key member of our financial planning team, you'll be responsible for analyzing portfolios and products.In this role, you'll produce high-quality reports and work collaboratively with your colleagues to achieve our goals.

About the Role:We are seeking an experienced Client Relationship Specialist to join our team at First Recruitment Services. In this role, you will be responsible for managing client servicing reviews, building strong relationships, and identifying new business opportunities.Key Responsibilities:* Conduct regular client meetings to review portfolio...

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...

Artemis Recruitment Consultants Ltd is seeking a skilled Pension and Investment Support Specialist to join their team in Horsham, Sussex.About the RoleThe successful candidate will provide administrative support to financial advisers and clients, maintaining back office systems and navigating provider platforms. They will also organise adviser diaries, book...

This exciting opportunity has arisen for an experienced Pension and Investment Support Specialist to join our clients team in Horsham, Sussex.The ideal candidate will have experience of providing administrative support to financial advisers, including maintaining back office systems and navigating through different provider platforms.A key responsibility of...

**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...

About Schroders Recruitment:We're dedicated to empowering financial advisers with cutting-edge tools, services, and investment solutions to enhance their client propositions. Our mission is to drive positive client outcomes and deliver tangible financial advantages.Here are the key responsibilities:Work closely with Change teams and Benchmark Digital to...

Network Rail is seeking a skilled Planning Operations Specialist to join our team. As a Planning Operations Specialist, you will be responsible for ensuring the safe and efficient operation of our railway services.You will have a strong understanding of planning principles and practices, with experience of working in a fast-paced environment. You will also...

Job Title: Financial Services ManagerWe are seeking a highly skilled Financial Services Manager to join our team at First Recruitment Services. As a leading recruitment agency, we specialize in matching top talent with exciting job opportunities across various industries.Key Responsibilities:* Conduct thorough client meetings to review portfolio performance...

Job Overview:Our client is one of the UK's largest financial advisers, seeking a Senior Wealth Advisor to manage client servicing reviews and build strong relationships. As a key member of the team, you will collaborate closely with colleagues to identify new business opportunities and deliver exceptional client service.Key Responsibilities:* Conduct regular...

Job Title: Financial Services ManagerWe are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.Key Responsibilities:*...

Job DescriptionWe are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. In this role, you will provide critical support to Financial Planners in research and analysis to meet client needs and objectives.The ideal candidate will have a broad knowledge of the Financial Services Industry and excellent...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £30,000** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning company with purpose built...

**Pensions and Investment Administrator / Wealth Planning Administrator** **Based Horsham** **Salary up to £35,000 depending upon experience** **Are you currently working as a Wealth Planning / IFA Administrator and looking for your next challenge?** Then we have the role for you **The role/company** Our client is a highly successful wealth planning...

We are seeking a highly skilled Pension and Investment Administrator to join our clients team based in Horsham, Sussex.The successful candidate will provide administrative support to the financial advisers, servicing new and existing clients. This includes maintaining back office systems, organising adviser diaries and booking client meetings, as well as...

As an Investment and Insurance Advisor with Bighornlaw, you will play a crucial role in helping clients achieve their financial goals. You will be responsible for evaluating and managing client portfolios, developing comprehensive financial plans, and working closely with other financial professionals to provide holistic financial solutions.About Our...

Pro Talent is a leading firm with 8 offices and over 500 team members. We are seeking a Corporate Tax Planning Specialist to join our team in Horsham. This role offers a unique opportunity to work on complex tax planning assignments, ensuring clients are tax compliant and identifying opportunities for growth.As a Corporate Tax Planning Specialist, you will...

Our Mission: At Benchmark Capital, we're dedicated to transforming the landscape of financial planning in the UK. With a focus on client service excellence and integrated technology, we're empowering financial advisers with cutting-edge tools and services.We're currently seeking an Investment Proposition Manager to join our team. In this role, you will work...

About the RoleWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at First Recruitment Services.

Story of Redwood Nick Tasquier started his career in financial services in 1991 with Pearl Assurance. As his career progressed and the needs of his client changed he saw the need to offer a broader level of advice and set up his first partnership. Redwood Financial Services was set up in 2013 by Nick. Dan joined the business soon after managing our new and...