Financial Services Manager

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:...

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...

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...

Your Career PathThis role is perfect for experienced financial planners looking to take their career to the next level. As a Senior Financial Consultant, you will be responsible for managing a portfolio of clients and providing expert financial guidance to help them achieve their goals. If you have strong communication skills, a passion for building...

Thriving in a Rewarding Career as a Financial AdvisorAs a Thrivent Financial advisor, you'll enjoy the satisfaction of making a difference in the lives of the people you serve while having control over your income. With unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures, you'll have the...

First Recruitment Services is seeking a skilled Financial Adviser to work with clients in Horsham and provide them with expert financial guidance.About the Role:We are looking for an experienced Financial Adviser who can assess clients' financial needs and develop tailored financial plans to meet their goals.Key Responsibilities:Conduct regular client...

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,...

About Our Team: At Schroders Recruitment, we are passionate about empowering financial professionals with innovative tools and services. As a key member of our team, you will play a critical role in developing and implementing clear value propositions that drive business growth.Prior experience in Financial Services, particularly Financial Planning / IFA and...

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...

Role Overview:The Consumer Duty Specialist will be responsible for managing annual fair value assessments, ensuring management and Board approval. This role will also facilitate regulatory reporting and information exchange within the distribution chain.Key Responsibilities:Manage annual fair value assessments, ensuring management and Board...

At Bighornlaw, we are seeking a seasoned professional with expertise in wealth management to join our team as a Financial Services Professional. This role involves building strong client relationships, understanding their needs, and providing tailored financial advice.About the Role:This is a full-service financial firm offering insurance and investment...

Job Description:We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. Key responsibilities include conducting client meetings, assessing clients' financial needs and objectives, and providing guidance on investment planning, cash...

About Michael Page (UK)We are seeking a highly skilled Audit Manager to join our team in Surrey and Sussex.The successful candidate will have:a professional qualification in Accounting or Finance;proven experience in audit within the business services industry;excellent understanding of auditing standards and financial regulations;The role offers a...

About us:ENGINEERINGUK empowers financial advisers with innovative tools, services, and investment solutions to enhance client propositions.This is a unique opportunity to join our team as a Proposition Development Manager and contribute to developing and implementing innovative proposition ideas that drive positive client outcomes.As a key member of our...

Job Description: Risk Management Specialist - Financial ServicesSchroders Recruitment is seeking a highly skilled Risk Management Specialist to join our team. As a Risk Management Specialist, you will play a critical role in ensuring that our business operates within the required risk parameters.About the Role:Monitor AR firms, coaching and mentoring...

Job Summary:As a Financial Adviser at First Recruitment Services, you will be responsible for managing client servicing reviews, building and maintaining strong client relationships, and ensuring compliance with regulatory requirements. This is a fantastic opportunity to develop your skills and expertise in financial planning, and work with a reputable...

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...

Astral Recruitment is recruiting for a highly skilled Financial Services Professional to join a specialist financial services company in Horsham. As a Compliance Officer/Manager, you will review client files, identify breaches, and provide feedback to firms and individuals.This role involves working with a market-leading company that deals with regulatory...

We are seeking a highly skilled Financial Adviser to manage client relationships and ensure compliance with regulatory requirements in the UK.Key Responsibilities:Conduct client meetings to review portfolio performance and discuss financial goals.Develop tailored financial plans to meet clients' needs and objectives.Provide guidance on investment 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...