Financial Services Expert
22 hours ago
IDEX Consulting is seeking an experienced Financial Services Expert to join our team in the UK. The successful candidate will inherit an established book of clients from a retiring advisor and provide expert advice on achieving their current and future financial goals.
As a Financial Services Expert, you will have the opportunity to work from home or office locations, with full support from our paraplanning and admin teams. Key responsibilities include:
- FOLLOWING THE SIX-STAGE ADVICE PROCESS TO BUILD LONG-TERM RELATIONSHIPS AND DELIVER EXCELLENT CLIENT OUTCOMES
- REVIEWING AND RESPONDING TO CLIENTS' CHANGING NEEDS AND FINANCIAL CIRCUMSTANCES
- ACQUIRING AND DEVELOPING NEW BUSINESS FROM NEW/EXISTING CLIENTS AND PROFESSIONAL INTRODUCERS
- OPTIMISING THE USE OF ALL MARKETING OPPORTUNITIES AVAILABLE
- DEVELOPING AND MAINTAINING GOOD CLIENT & INTRODUCER RELATIONSHIPS
- CONTACTING CORPORATE AND INDIVIDUAL CLIENTS TO SET UP MEETINGS
- CONDUCTING IN-DEPTH REVIEWS OF CLIENTS' FINANCIAL CIRCUMSTANCES
- DELIVERING ACCURATE MANAGEMENT INFORMATION AS REQUESTED
Salary: £65,000 - £85,000 per annum, plus excellent bonus scheme
The benefits of working as an independent financial advisor with IDEX Consulting include:
- SUPPORT TO BUILD YOUR CLIENT BASE AND FUTURE VALUE
- END-TO-END IN-HOUSE CLIENT JOURNEY AND BACK-OFFICE SUPPORT
- A CLIENT-CENTRIC PROPOSITION AND TRUSTED BRAND REPUTATION
- A PLATFORM TO DELIVER EFFICIENT AND COST-EFFECTIVE SOLUTIONS
- ESTABLISHED PRACTICE BUY OUT OPTION ON EXIT
- CONSULTATIVE MARKETING SUPPORT
- FULL ADMIN SUPPORT
- FULL PARAPLANNING AND TECHNICAL SUPPORT
To be successful in this role, you will need:
- A DIPLOMA IN REGULATED FINANCIAL PLANNING (OR FCA APPROVED EQUIVALENT) AND TO MAINTAIN CF30 STATUS
- A CLEAR DEMONSTRATION OF A CLIENT-CENTRIC APPROACH WITH A WELL-PRESENTED AND ARTICULATE MANNER
- EXCELLENT INTERPERSONAL SKILLS, APPROACHABILITY, AND PROFESSIONALISM
- EXPERIENCE IN NETWORKING AND ATTRACTING NEW CLIENTS THROUGH BUSINESS DEVELOPMENT
-
Financial Services Manager
22 hours ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full timeAbout the RoleWe are seeking a highly experienced Financial Services Manager to join our team. The successful candidate will have a proven track record of delivering high-quality financial services and will be able to work effectively in a fast-paced environment.Job SummaryThis is an exciting opportunity for someone who wants to take their career to the next...
-
Financial Services Expert
3 weeks ago
Burgess Hill, West Sussex, United Kingdom IDEX Consulting Full timeJob Overview: IDex Consulting is seeking an experienced Financial Adviser to join our team in West Sussex. This key role offers a unique opportunity for professional growth and development, with access to full support and resources.Salary: The salary for this position is £65,000 - £85,000, plus an excellent bonus scheme and full administrative...
-
Financial Services Professional
5 days ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Financial Services Professional to join their team in Burgess Hill. As a key member of the team, you will be responsible for advising clients on financial matters and providing excellent customer service.About the RoleThis exciting opportunity offers a salary of around £35,000 - £45,000 per annum,...
-
Financial Services Coordinator
14 hours ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full time**Administration Support Position**First Recruitment Services is seeking a highly skilled Financial Services Coordinator to join our team in Burgess Hill, West Sussex.The successful candidate will be responsible for providing administrative support to the Operations Director, including finance/accounting tasks, compliance support, third-party audit and...
-
Financial Services Professional
1 month ago
Burgess Hill, West Sussex, United Kingdom Puro Accountancy Full timeAbout the RoleAs a key member of our team at Puro Accountancy, you will be responsible for managing diverse client portfolios, preparing year-end accounts, corporation and personal tax returns, handling VAT returns, and providing expert financial advice and solutions to our clients.Key ResponsibilitiesManage client portfolios and prepare year-end accounts...
-
Automotive Service Expert
3 days ago
Burgess Hill, West Sussex, United Kingdom Pembroke Club Full timeAbout the RoleWe are seeking an experienced Automotive Service Expert to join our team at Pembroke Club. As a highly skilled technician, you will be responsible for delivering exceptional service and repair work on customers' vehicles in our car park.As a key member of our team, you will have the opportunity to develop your skills and expertise, working...
-
Expert Java Professional
3 days ago
Burgess Hill, West Sussex, United Kingdom Tata Consultancy Services Full timeCareer OpportunityTata Consultancy Services is seeking an experienced Expert Java Professional to join our team as a Java Engineer. The successful candidate will be responsible for leading the design and development of complex Java-based applications using Springboot.The ideal candidate will have excellent leadership and managerial skills, with experience in...
-
EMEA Financial Expert
1 week ago
Burgess Hill, West Sussex, United Kingdom CAE, Inc. Full timeWe are seeking an experienced and highly skilled Senior Finance Analyst to join our team in the UK. In this role, you will be responsible for providing financial expertise and guidance to our EMEA operations.Key ResponsibilitiesProviding financial insight and analysis to support key decision-making processesEnsuring the organisation achieves its financial...
-
Senior Financial Operations Manager
4 weeks ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full timeAttractive salary £55,000 - £65,000 per annum for a seasoned Financial Operations Manager at First Recruitment Services.Job DescriptionTo provide efficient financial operations management including daily transactions, debtors and creditors management, payroll processing, and monthly account reconciliations.Maintain accurate and tidy accounts processing...
-
Cloud Native Go Expert
24 hours ago
Burgess Hill, West Sussex, United Kingdom Tata Consultancy Services Full timeTCS - Cloud Native Go ExpertWe are seeking a seasoned Cloud Native Go Expert to join our team in Burgess Hill, United Kingdom. As a key member of our team, you will be responsible for designing, developing, and deploying cloud-native Golang applications and contributing to our company's mission to create innovative solutions.About the Role:This role involves...
-
Administrative Assistant
2 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAdministrative Support Role - Financial ServicesWe are recruiting an experienced Administrative Assistant to provide administrative support for our financial services clients in Burgess Hill.Main tasks include supporting financial advisers and mortgage advisers, developing and maintaining strong client relationships.Key Responsibilities:Generate accurate...
-
Corporate Financial Services Assistant
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are seeking a skilled Corporate Financial Services Assistant to join our team at Artemis Recruitment Consultants Ltd. This is an exciting opportunity to develop your skills and experience in corporate finance and administration.Your main responsibilities will include supporting our financial advisers in the creation of financial reports, assessing client...
-
Administrative Finance Expert
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are currently seeking an experienced Administrative Finance Expert to join our team at Artemis Recruitment Consultants Ltd. As a key member of our administrative team, you will play a vital role in supporting our financial advisers and ensuring that all financial operations run smoothly.Your main responsibilities will include keeping accurate records of...
-
Financial Planning Expert
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Page Personnel Sales Full timeAbout Our ClientA well-established organisation in Burgess Hill seeks a Management Accountant for a 6-month contract.Job DescriptionThe successful candidate will support the annual budgeting process, conduct monthly reconciliations, prepare and submit timely journals, and provide analysis and supporting documentation for statutory reports.The Successful...
-
Financial Operations Coordinator
4 days ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full timeJob Description: We are seeking a skilled Accounts Assistant to join our team at First Recruitment Services for a temporary 2-3 month role. The ideal candidate will have solid experience in accounts and/or bookkeeping, with strong Excel skills and excellent written and oral communication skills.About the Role: This is an opportunity for someone to work...
-
Support Services Coordinator
3 days ago
Burgess Hill, West Sussex, United Kingdom First Recruitment Services Full timeSupport Services Assistant PositionA Support Services Assistant position has become available at First Recruitment Services in Burgess Hill, West Sussex.This role involves providing administrative support to the Operations Director, ensuring the smooth operation of the business by undertaking various tasks, including finance/accounting duties, compliance...
-
Executive Assistant for Financial Services
2 weeks ago
Burgess Hill, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are recruiting for a Senior Personal Assistant to support a Financial Adviser in our Wealth Management team. The successful candidate will be responsible for providing high-level administrative support and contributing to the delivery of exceptional client service.Key Responsibilities:Diary management and email filtering to ensure efficient...
-
Financial Solutions Consultant
3 days ago
Burgess Hill, West Sussex, United Kingdom CK Group Full time £377 - £415Enterprise Finance Specialist Role DescriptionWe are seeking an experienced Enterprise Finance Specialist to join our team at CK Group in Burgess Hill. As an Enterprise Finance Specialist, you will play a key role in developing and implementing financial solutions that drive business growth and profitability.Key Responsibilities• Develop and implement...
-
Senior Financial Professional
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Autograph Recruitment Full timeJob OverviewWe are seeking a highly skilled Senior Financial Professional to join our team at Autograph Recruitment. This is an exciting opportunity for a qualified accountant to take on a challenging role that will allow you to utilize your technical accounting knowledge and experience.About the RoleThe successful candidate will be responsible for preparing...
-
Technical Support Services Expert
4 weeks ago
Burgess Hill, West Sussex, United Kingdom Nextech Group Ltd Full timeJob Description:The Nextech Group Ltd is seeking an experienced Technical Support Services Expert to join our team. As an ICT Support Specialist, you will be responsible for designing and implementing ICT software and hardware changes, contributing to ICT training for staff, and maintaining ICT equipment and software.Responsibilities:Design and implement ICT...