Financial Planner
4 weeks ago
ProTalent is seeking a skilled Financial Planner to join their team in West Sussex. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients.
Key Responsibilities- Build and manage a client bank to a high standard.
- Develop business opportunities through internal and external networks.
- Establish strong relationships within the firm and with external businesses.
- Produce high-quality articles for website publication annually.
- Complete annual professional development requirements.
- Provide expert advice to clients through various channels, including writing, face-to-face meetings, and digital communication.
- Collaborate with the existing team of report writers and administrators.
- Ensure compliance with all policies and procedures.
Certainly Level 4 qualified or higher.
Chartered status or close to it is desirable.
Study support is available if required.
Skills and QualitiesThe successful candidate will be technically proficient, have excellent communication skills, and be able to express themselves clearly in writing and speaking.
Organizational and confidence are essential for this role.
Friendly, honest, and well-presented, with a strong client-facing focus.
Able to travel for meetings and client visits.
-
Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeChartered Financial Planner OpportunityWe are seeking a skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.About the RoleAs a Chartered Financial Planner, you will possess a strong understanding of...
-
Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders Campus in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesAnalyse clients' financial needs and goals, develop lifetime planning strategies, and...
-
Chartered Financial Planner
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full time**About the Role**We are seeking a skilled Chartered Financial Planner to join our Chester office. As a key member of our team, you will be responsible for providing high-quality financial advisory services to clients.**Key Responsibilities**• Promote the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.•...
-
Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeUnlock Your Potential as a Chartered Financial PlannerWe are seeking an experienced Financial Planner to join our team at Schroders in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.About UsAt Schroders, we are committed to providing innovative solutions that meet the...
-
Expert Financial Planner
2 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAt Benchmark Capital, we are seeking a skilled Expert Financial Planner to join our team in Chester. This is an exciting opportunity to work with a pioneering company that provides proprietary solutions for financial advisory services.We value Treating Customers Fairly principles and prioritise the duty of care to our clients. Our goal is to provide...
-
Financial Planning Expert for Benchmark Capital
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeChartered Financial Planner - Benchmark CapitalAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesProvide financial planning advice to...
-
Financial Planning Expert for Schroders
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Schroders. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.Key Responsibilities:Analyse clients' financial needs and goalsDevelop lifetime...
-
Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout UsBenchmark Capital is a pioneering company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.We run our own Financial Advice business, aiding families in finding solutions that align with...
-
Financial Planner
3 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeFirst Recruitment Services is seeking a skilled Financial Planning Administrator to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The ideal candidate will have a valid driving license, a high level of self-motivation, and a commitment to delivering excellent financial...
-
Financial Planning Specialist
5 days ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeProTalent is partnering with a prominent company to find a Financial Planner for their West Sussex office. As a key member of the team, you will be responsible for providing expert financial planning advice to clients.Key ResponsibilitiesDevelop and manage a client portfolio to deliver exceptional service standards.Contribute to business growth through...
-
Financial Planning Expert for Benchmark Capital
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeChartered Financial Planner - Benchmark CapitalJoin Benchmark Capital as a Chartered Financial Planner in HorshamAre you an experienced Financial Planner looking for a new challenge? Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services?About UsBenchmark Capital is a pioneering company...
-
Financial Planning Support Coordinator
13 hours ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeWealth Planning Client Support AdministratorAre you a detail-oriented individual with excellent communication skills? Do you have experience in administration within the financial services sector?We are looking for an administrator to join our successful and award-winning firm of Chartered Financial Planners to support our financial planners in their...
-
Supply Chain Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Beaumont Select Full timeWe are partnering with a leading global pharmaceutical company to recruit an experienced Supply Planner on a fixed-term contract through to 2026.This is an exciting opportunity for experienced Supply Chain Planners from a pharmaceutical, FMCG, or food background to join a leading pharmaceutical business.The successful candidate will be responsible for...
-
Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking an experienced Administrator to provide administrative support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to Financial Planners in all aspects of their advice process.Act as the primary point of contact for clients on administrative matters.Support the...
-
Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled administrator to provide support to our financial planning team. As a key member of our client-facing team, you will be responsible for providing administrative support to our financial planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planners in all aspects...
-
Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeRole OverviewWe are seeking a skilled Administrator to support our Financial Planners in their role. This is a 12-month FTC position.About BenchmarkBenchmark is an award-winning firm of Chartered Financial Planners. Our proprietary solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Key...
-
Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeFinancial Planning AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...
-
Wealth Planning Support Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeWe are seeking a skilled Administrator to support our Financial Planners in their role. This 12-month maternity cover position involves providing administrative support to our team, ensuring the smooth delivery of our award-winning solutions to financial advisers. Our solutions cover regulatory, platform, and investment services, designed to support advisers...
-
Administrative Support Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planning advisers in all aspects of their advice process.Be the clients' point of...
-
Wealth Planning Client Support Specialist
13 hours ago
Horsham, West Sussex, United Kingdom Schroders Full timeWe 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...