Financial Services Specialist
2 days 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. 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: Conduct in-person meetings at clients' homes or offices and video calls to review portfolio performance.
- Financial Planning: Assess clients' financial needs and develop tailored plans to meet their goals.
- Investment Guidance: Provide guidance on investment planning, cash management, protection coverage, and other strategies to support clients.
- Financial Analysis: Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
Our ideal candidate will have a minimum of one year of relevant experience as a Qualified or Chartered Financial Adviser. Additionally, they must possess a valid driving license, high self-motivation, integrity, and a commitment to delivering excellent financial advice.
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Financial Planning Specialist
4 days 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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Financial Consultant
2 weeks ago
Horsham, West Sussex, United Kingdom Thrivent Financial Full timeUnlock your earning potential as a Financial Adviser at Thrivent Financial.We're seeking a skilled professional to build a financial practice guiding Christians on their journeys to financial clarity. As a Financial Adviser, you'll provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity...
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Senior Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeAbout the RoleWe are seeking a highly skilled Senior Financial Planning Specialist to join our team at First Recruitment Services.
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Risk Management Specialist
7 days ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeJob 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...
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Financial Planner Role
7 days 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 Services Professional
36 minutes ago
Horsham, West Sussex, United Kingdom Astral Recruitment Full timeAstral 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...
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Servicing Review Specialist
6 days ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeJob 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...
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Financial Planning Specialist
4 weeks 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 Services Manager
4 weeks ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeAbout 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,...
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Financial Operations Specialist
7 days ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeAbout the RoleWe are seeking an experienced Financial Operations Specialist to join our Cash Operations team in EngineeringUK. As a key member of the team, you will be responsible for delivering timely cash flow data to our internal portfolio management system, Aladdin. This involves managing risk events and errors, identifying opportunities for process...
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Senior Financial Services Manager
3 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeRole 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...
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Financial Controller Specialist
4 days ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time**Job Description:**We are looking for a skilled Financial Controller Specialist to join our team at ENGINEERINGUK. The successful candidate will be responsible for supporting the execution of internal controls and review and reconciliation of fund valuations as part of the month-end and quarter-end valuation processes.**Key Responsibilities:**Assist in the...
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Financial and Contractual Specialist
2 months ago
Horsham, West Sussex, United Kingdom beBee Professionals Full time £35,000 - £45,000We are looking for a Financial and Contractual Specialist to join our construction team at beBee Professionals. In this role, you will be responsible for managing the financial and contractual aspects of our construction projects, ensuring that costs are controlled and budgets are met.Key Responsibilities:Estimate costs for construction projects and prepare...
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Financial Transaction Specialist
1 month ago
Horsham, West Sussex, United Kingdom Kennedy Pearce Consulting Full timeAre you an accomplished Financial Transaction Specialist with a knack for maintaining financial stability and minimizing overdue payments?Kennedy Pearce Consulting is assisting a renowned organization based in Horsham to find a talented Financial Transaction Specialist to join their team on a six-month initial contract with the possibility of becoming...
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Financial Planning Manager
7 days 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 Operations Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Kennedy Pearce Consulting Full timeRole OverviewWe are seeking a detail-oriented Financial Operations Specialist to join our client in Horsham on an initial 6-month contract with potential for permanent placement.About the JobThis opportunity involves supporting the Credit Control Manager in maintaining the financial health of our operations, ensuring seamless credit control processes, and...
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Independent Financial Planning Specialist
4 weeks 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 Expert
4 days 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...
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Financial Services Professional
2 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeAt 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...
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Pension Administration Specialist
2 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout SchrodersAs a leading investment manager, we provide award-winning solutions covering regulatory, platform, and investment services. These services support advisers at every stage of their journey, from starting to growing a financial advice business.We offer technology and support services to high-quality financial advisers, helping them achieve their...