Financial Planning Expert
3 weeks ago
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 management, protection coverage, and other financial strategies.
Key Skills and Qualifications:
- Qualified or Chartered Financial Adviser
- Minimum of one year of relevant experience
- Valid driving license
- High level of self-motivation, integrity, and a commitment to delivering excellent financial advice
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Wealth Planning Expert
3 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeJoin 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...
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Christian Financial Planning Consultant
2 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...
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Expert Financial Guidance and Support
2 days ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeAt Thrivent Financial, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work closely with clients to understand their financial goals and develop customized plans to achieve them. With a focus on building long-term relationships and providing expert guidance, you will...
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Financial Planning Expert
1 day ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeJob Opportunity: Financial Planning ExpertAbout Us:At ENGINEERINGUK, we're dedicated to empowering financial advisers with cutting-edge tools and services to enhance their client propositions. With a focus on client service excellence and integrated technology, we're transforming the landscape of financial planning in the UK.We offer a competitive salary of...
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Financial Planning Specialist
3 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...
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Senior Financial Consultant
3 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...
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Financial Advisor Role with Growth Potential
2 days ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeAre you looking for a rewarding career in financial services? As a Financial Advisor at Thrivent Financial, you will have the opportunity to work with clients to help them achieve their financial goals and improve their overall well-being. With a focus on building long-term relationships and providing expert guidance, you will play a critical role in helping...
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Financial Planning Manager
3 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeFirst 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...
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Financial Expert
1 week ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeWe are seeking a seasoned professional to join our team as a Financial Expert. As a key member of our organization, you will be responsible for developing comprehensive financial plans that align with clients' wealth management goals.The ideal candidate will have expertise in wealth management and a track record of success in the financial industry. Key...
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Financial Planning Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom ZipRecruiter Full time**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...
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Independent Financial Planning Specialist
1 month 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...
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Financial Planning Coordinator
1 week 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...
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Financial Planning Strategist
3 weeks 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...
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Financial Planning Assistant
1 week ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis 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...
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Financial Planner Role
3 weeks ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeCompany 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...
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Financial Planning Specialist
1 month 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...
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Financial Planning Consultant
3 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...
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Financial Planning Manager
1 week 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...
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Financial Planning Specialist
3 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...
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Financial Planning Associate
3 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...