Financial Services Specialist
3 weeks ago
We are seeking a Financial Adviser to manage client servicing reviews and build strong client relationships at First Recruitment Services.
Key Responsibilities:
- Conduct client meetings to review portfolio performance and discuss financial plans.
- Assess clients' financial needs and develop tailored financial solutions.
- Provide guidance on investment planning, cash management, and protection coverage.
- Determine clients' financial status and offer advice to support their goals.
- Address client questions and concerns, fostering profitable relationships.
- Generate post-review outcome letters following each client meeting.
- Work collaboratively with team members to deliver excellent client service.
Requirements:
- Qualified or Chartered Financial Adviser with a minimum of experience.
- Strong communication and interpersonal skills.
- Ability to work in a fast-paced environment.
-
Financial Services Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Recruit UK Full timeWe are seeking a highly skilled Financial Services Specialist to join our team at Recruit UK. As a Servicing Adviser, you will be responsible for delivering exceptional client service by conducting thorough reviews of client portfolios, identifying areas for improvement, and developing tailored financial plans to meet their unique needs.Key...
-
Financial Services Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom TN Recruits Ltd Full timeKey Responsibilities:As a Financial Services Specialist at TN Recruits Ltd, you will play a crucial role in ensuring the accuracy and compliance of our clients' financial records. Your duties will include preparing VAT returns using various accounting software, assisting with Personal Tax preparation, and communicating tax liabilities to clients. You will...
-
Financial Service Advisor
2 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeJob Title: Service Advisor 2nd ShiftAbout the Role:We are seeking a skilled Financial Advisor to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.Key Responsibilities:Conduct client meetings to review and discuss portfolio performance.Assess clients' financial needs and...
-
Financial Planner
2 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeFirst Recruitment Services is seeking a skilled Financial Planning Administrator to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The ideal candidate will have a valid driving license, a high level of self-motivation, and a commitment to delivering excellent financial...
-
Financial Operations Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeFinancial Operations Role at SchrodersWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our Operations Academy.As a Financial Operations Specialist, you will be responsible for ensuring the integrity of custody and cash position data and the complete reconciliation, investigation, and allocation of all breaks in...
-
Financial Reporting Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Principal I Ltd Full time**Financial Reporting Specialist Role at Principal I Ltd**We are seeking a highly skilled Financial Reporting Specialist to join our team at Principal I Ltd. As a key member of our finance department, you will be responsible for preparing and reviewing financial reports, ensuring accuracy and timeliness.**Key Responsibilities:**Preparing various schedules to...
-
Financial and Contractual Specialist
3 weeks 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...
-
Financial Transaction Specialist
2 days 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...
-
Financial Reporting Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Principal Corporation Limited Full timeJob SummaryWe are seeking a highly skilled Financial Reporting Specialist to join our team at Principal Corporation Limited. As a key member of our finance department, you will be responsible for ensuring the timely and accurate completion of management and financial reports.Key ResponsibilitiesPrepare various schedules to support financial reportsReconcile...
-
Home-based Financial Consultant
3 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeJob Summary: 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:Conduct client meetings to review and discuss portfolio performance.Assess clients' financial needs and objectives, developing tailored financial...
-
Financial Services Professional
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - HorshamOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team. This is a remote role with occasional travel to their head office in Horsham, Sussex.Key ResponsibilitiesProspect and engage with potential clients to develop business opportunitiesConduct thorough client assessments to provide...
-
Financial Services Leader
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinance Director OpportunityArtemis Recruitment Consultants Ltd is seeking a seasoned Finance Director to drive the financial strategy of our growing financial services client. The ideal candidate will have a proven track record of developing and implementing financial strategies, managing risk, and leading high-performing teams.Key Responsibilities:Develop...
-
Financial Services Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a Financial Services Advisor to join their team. The successful candidate will be responsible for advising clients on financial matters and providing guidance on investment opportunities.Key ResponsibilitiesProspecting and contacting potential clients to discuss their financial needs and goalsConducting thorough...
-
Pension Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeAbout the Role:Pension Administrator - Financial ServicesAs a Pension Administrator at EngineeringUK, you will be responsible for delivering a high level of customer service to ensure our clients experience a smooth journey from opening their pension account to exercising their options to take their retirement income. You will be part of a team of 12...
-
Financial Services Expert
2 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeBighornlaw is seeking a seasoned Financial Services Expert to provide high-level financial guidance to clients in Horsham, PA. Responsibilities include:Developing comprehensive financial plans that align with clients' wealth management goals.Creating and managing investment portfolios, staying up-to-date on market trends to optimize client...
-
Financial Reporting Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Principal Full timeAt Principal, we are seeking a highly skilled Financial Reporting Specialist to join our team. As a key member of our finance department, you will work closely with the Finance Director and Group Financial Controller to ensure the timely and accurate completion of management and financial reports.Key ResponsibilitiesPrepare various schedules to support...
-
Financial Operations Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Financial Operations Specialist to join our team at Schroders. As a key member of our Operations Academy, you will play a critical role in ensuring the integrity of our custody and cash position data.Key ResponsibilitiesPerform daily custody transaction and position reconciliation against...
-
Digital Advisor for Financial Services
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeChartered Financial Planner Opportunity at Benchmark CapitalAbout the RoleBenchmark Capital is seeking an experienced Chartered Financial Planner to join our team in Horsham. As a key member of our financial advisory team, you will be responsible for providing high-quality financial planning services to our clients.Key ResponsibilitiesDevelop and implement...
-
Financial Services Professional
10 hours ago
Horsham, West Sussex, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAt Recruit UK, we are thrilled to partner with a prominent investment firm to recruit a Servicing Adviser.This hybrid role offers comprehensive training and professional development, with potential for extension or internal progression for high-performing individuals within this expanding client.Key ResponsibilitiesTo build and maintain client...
-
Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Reed Full timeReed Financial Services is seeking a skilled Paraplanning Support Professional to join their dynamic team at a leading financial advice network.Key responsibilities include:Providing comprehensive paraplanning support across various financial planning areas, including pensions, investments, protection, inheritance tax, and cashflow planning.Liaising with...