Financial Planning Operations Coordinator

Job 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...

Join 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...

Wealth 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...

Your 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...

Company 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...

Join Artemis Recruitment Consultants Ltd as a Senior Financial Services Coordinator and contribute to the success of our team. This role is perfect for someone with excellent communication skills, a strong attention to detail, and a passion for financial planning.Job DescriptionWe are seeking an experienced individual to assist our Financial Advisers in...

First 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...

About 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...

We are seeking an experienced Work Plan Coordinator to join our team. As a Work Plan Coordinator, you will be responsible for utilising our corporate planning processes, systems, and databases to create detailed, well-resourced, and optimised work plans for approval by Section Managers.The successful candidate will have excellent interpersonal,...

beBee Professionals in Horsham is seeking an Operations Coordinator to oversee and guide project teams. This role involves managing diverse projects across multiple departments and ensuring timely and successful delivery.Key Responsibilities:Plan, execute, and close projects according to strict deadlines and within budget.Coordinate internal resources and...

Job 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...

Join Artemis Recruitment Consultants Ltd in Horsham, Sussex, and embark on a fulfilling career as a Financial Services Coordinator!About the OpportunityThis exciting role offers a chance to work closely with financial advisers and clients, providing administrative support and maintaining back office systems. You will also be responsible for organising...

We are a growing business based in Horsham seeking an experienced Financial Transactions Coordinator. As part of our finance team, you will be responsible for reviewing financial transactions, managing accounts payable, and ensuring accurate record-keeping.**Responsibilities Include:**Managing and processing financial transactionsReconciling bank...

**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...

Job 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...

About Us:Clancy is one of the biggest family-owned construction businesses in the UK. We care deeply about our people, clients, and the environment. Our purpose is simple: we want to make life better for everyone's growing families. By providing fresh drinking water and power to millions of homes and businesses, we aim to make a positive impact on the world...

We 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...

ProTalent Limited is seeking a highly skilled Financial Transaction Coordinator to support their growing client base in Sussex.This role involves managing payrolls, conducting month and year-end procedures, building strong relationships, and addressing client queries.A key benefit of this position is the opportunity to work in a bureau setup, providing a...

About 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...

We are recruiting for a Warehouse Operations Coordinator to manage the efficient processing of orders within our client's warehouse.This role involves working closely with the supply chain team to ensure accurate and timely processing of orders.Job Overview:The successful candidate will have experience in supply chain operations and possess strong skills in...