UK Financial Planning Consultant
4 days ago
- Expertise in Financial Services, particularly Financial Planning / IFA and wrap/platform markets, is highly valued.
- A strong background in proposition management with knowledge of financial planning principles is essential.
- Excellent communication, interpersonal, and negotiation skills are crucial for success.
- Proficiency in Microsoft Office and experience with IT CRM systems are necessary.
- A valid UK driving license is preferred.
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Senior Financial Consultant
12 hours 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 Planning Specialist
18 hours 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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Wealth Planning Expert
3 days 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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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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Financial Adviser
5 days ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is looking for a skilled Financial Adviser to join our team. As a remote worker, you will be responsible for advising clients on their financial needs and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial plans.Maintaining accurate records of client information and...
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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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Independent Financial Planning Specialist
3 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 Strategist
3 days 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 Manager
3 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 Planner Role
3 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 Strategist
14 hours ago
Horsham, West Sussex, United Kingdom Michael Page Full timeDrive financial performance through data-driven insights and strategic planning. Develop complex financial models to simulate various scenarios, supporting risk management and long-term business strategy.About Our ClientOur client is a global leader in engineering and consulting services, offering forensic engineering, environmental consulting, and technical...
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Financial Strategist
13 hours ago
Horsham, West Sussex, United Kingdom Michael Page - Client Branded Full timeAbout the OpportunityWe are looking for a talented Data-Driven Decision Maker to join our team as a Financial Strategist. This is an exciting opportunity to drive financial performance through data-driven insights and financial modelling.As a Financial Strategist, you will be responsible for developing dashboards, analysing profit, and driving key decisions...
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Financial Planning Specialist
13 hours 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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Financial Planning Expert
19 hours 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 Consultant Position
5 days ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeThe successful applicant for this Remote Financial Consultant role will have a strong understanding of financial markets and regulations. They will also possess excellent communication and problem-solving skills.Job Requirements:Bachelor's degree in finance or related field.Minimum 3 years of experience in financial services.Strong analytical and technical...
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Financial Planning and Analysis Manager
14 hours ago
Horsham, West Sussex, United Kingdom Michael Page Careers Full timeEstimated salary: £65,000 - £90,000 per annum.About Our CompanyOur client is a leading engineering and consulting services provider, delivering forensic engineering, environmental consulting, and technical expertise across various industries. As a global leader, the company has significant organic and inorganic growth plans for the next five years, both...
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Senior Financial Leader
5 days ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is pleased to announce an exciting opportunity for a Senior Financial Leader to join their clients in Horsham, UK.In this role, you will be responsible for developing and implementing a comprehensive financial strategy that drives business growth, optimizes financial performance, and ensures regulatory compliance.The...
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Financial Planning Support Coordinator
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeWealth 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...
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Financial Planning and Analysis Manager
20 hours ago
Horsham, West Sussex, United Kingdom Michael Page - Client Branded credits Full timeData-Driven Decision Making in Professional ServicesWe are looking for a skilled Financial Planning and Analysis Manager to lead our FP&A function at Michael Page. You will be responsible for developing and maintaining advanced financial models to support business growth.Key Responsibilities:Drive business growth through data-driven insights and financial...
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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.