Financial Planning Assistant
3 weeks ago
Artemis Recruitment Consultants Ltd is seeking a skilled Financial Planning Assistant to join their team. This role offers a competitive salary of £25,000 - £30,000 per annum.
About the RoleThe successful candidate will assist Financial Advisers in preparing recommendations and producing suitability reports. This will involve collecting and collating information, discussing client objectives, and identifying areas for planning and sourcing solutions.
Key Responsibilities- Collect and collate information and data about clients in accordance with company policy.
- Assist Financial Advisers in preparing recommendations and suitability reports.
- Discuss client objectives and identify areas for planning and sourcing solutions.
- Obtain information, quotes, illustrations, and product details for analysis.
- Prepare suitability letters and reports for approval by the Financial Adviser.
- Understanding of the Financial Planning process.
- Able to work within defined business processes.
- Prioritise and plan own workload.
- Detailed and accurate.
- Excellent interpersonal skills, both written and verbal.
-
Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeJob 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...
-
Christian Financial Planning Consultant
3 weeks ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timePursue 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...
-
Financial Planning Assistant
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeAbout the PositionWe are recruiting an experienced Administration Assistant to join our team at Schroders Recruitment. This role offers the opportunity to work closely with our financial planning advisers, providing administrative support and contributing to the delivery of exceptional client service.Your Key Tasks:Administrative Support: Deliver...
-
Senior Financial Consultant
4 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeYour 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...
-
Financial Planning Associate
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAbout the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Administrator for Financial Services. This is an excellent opportunity to develop your skills in financial planning and administration.The successful candidate will assist Financial Advisers in preparing recommendations and producing suitability...
-
Senior Financial Planning Consultant
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeRole Overview:Schroders Recruitment is seeking a Senior Financial Planning Consultant to join our team based in Horsham. This role is pivotal in assisting clients to realise their financial aspirations by delivering comprehensive and ethical financial planning services.About the Role:We are recruiting talented Financial Planners to contribute to our...
-
Independent Financial Planning Specialist
2 months ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an Independent Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in assisting our Financial Advisers in providing expert financial planning advice to clients.About the RoleThis is an exciting opportunity for someone with a passion...
-
Financial Planning Coordinator
3 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time**Job Title:** Financial Planning CoordinatorWe are seeking a highly skilled and organized Financial Planning Coordinator to join our team at Artemis Recruitment Consultants Ltd. This is a fantastic opportunity for someone who is passionate about financial planning and wants to develop their skills in a dynamic and supportive environment.**Job...
-
Financial Planning Strategist
1 month ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeAbout Us: Benchmark Capital is a leading provider of financial planning tools and services. Our mission is to empower financial advisers with cutting-edge solutions.We are seeking a highly skilled Financial Planning Strategist to join our team. As a key member, you will work closely with our Change teams and Benchmark Digital to implement clear value...
-
Financial Planning Specialist
2 months ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob 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...
-
Financial Planning Consultant
4 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeThis 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...
-
Financial Planning Manager
3 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeJob Opportunity: We are seeking a highly motivated Financial Planning Manager to join our team at ENGINEERINGUK. As a key member of our team, you will play a vital role in implementing clear value propositions and working closely with Change teams and Benchmark Digital.About Us:ENGINEERINGUK is committed to empowering financial advisers with cutting-edge...
-
Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeAbout 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...
-
Financial Planning Expert
4 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeJob 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...
-
UK Financial Planning Consultant
1 month ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeAbout Schroders Recruitment: We believe that exceptional service delivery and integrated technology are critical to driving business growth in the UK financial planning sector. As a key member of our team, you will play a critical role in collaborating with internal teams to develop and implement clear value propositions that drive business results.Expertise...
-
Horsham Financial Planning Role
4 weeks ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeJob 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...
-
Financial Planning and Analysis Manager
4 weeks ago
Horsham, West Sussex, United Kingdom Michael Page - Client Branded credits Full timeData-Driven Decision Making in Professional ServicesWe are looking for a skilled Financial Planning and Analysis Manager to lead our FP&A function at Michael Page. You will be responsible for developing and maintaining advanced financial models to support business growth.Key Responsibilities:Drive business growth through data-driven insights and financial...
-
Assistant Financial Adviser
2 months ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking an Assistant Financial Adviser - IFA Support to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.About the RoleThis is an exciting opportunity for someone with a passion for financial...
-
Financial Services Assistant
4 weeks ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeJob Title: Financial Services AssistantCompany Profile:ProTalent are working with a successful accountancy practice that offers a wide range of financial services to its clients. Our firm is known for its expertise and professionalism, and we are committed to delivering high-quality services to our clients.Job Description:This role involves assisting our...
-
Financial Assistant Lead
4 weeks ago
Horsham, West Sussex, United Kingdom Austin Fraser Full timeOur client is looking for a talented Accounts Assistant to join their team in a permanent capacity.Key responsibilities include:Preparing and analysing monthly management accounts, and presenting findings to senior management.Working closely with directors to develop business strategy and drive growth.Managing various financial matters, including budgeting,...