Wealth Planning Coordinator

Schroders Recruitment is seeking an experienced Wealth Planning Support Specialist to join our team. As a key member of our client-facing teams, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Your primary responsibility will be to prepare meeting packs and documentation/reports for client...

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...

We are seeking an experienced Administrator to support our Financial Planners in their role, as a key member of our client-facing teams. This is an exciting opportunity to join our award-winning firm of Chartered Financial Planners.About the RoleAs a Wealth Planning Support Assistant, your primary responsibility will be to provide administrative support to...

We are seeking an experienced Administrator to join our award-winning firm of Chartered Financial Planners as part of a 12-month maternity cover position. Our proprietary solutions cover regulatory, platform and investment services, designed to support financial advisers at every step of their journey.As a key member of our client-facing teams, your primary...

About the RoleWe are seeking an experienced administrator to join our team as a Client Support Administrator for Wealth Planning. This is a 12-month maternity cover position.In this role, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...

Bighornlaw offers an exciting opportunity for a Wealth Management Specialist to join our team. As a key member of our financial services team, you will be responsible for creating customized financial plans for clients, helping them grow and protect their wealth effectively.About Us:Our primary objective is to provide clients with strategic guidance and...

Company Overview">We are a successful and award-winning firm of Chartered Financial Planners providing excellent client outcomes and service. Our proprietary solutions cover regulatory, platform, and investment services to support advisers at every step of their journey.">About the Role">This is a 12-month maternity cover position as an Administrator to join...

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...

Administrative Support JobWe are looking for a highly organized and detail-oriented Wealth Management Administrator Assistant to join our team at Schroders Recruitment.This is a 6-month maternity cover position.About the TeamAs a key member of our client-facing teams, you will be responsible for providing administrative support to our financial planning...

We Offer a Competitive SalaryWe offer a competitive salary range of £60k - £75k (negotiable), plus 20% bonuses on initial advice fees. Additionally, we provide an attractive benefits package and holiday allowance, as well as full paraplanning and administration support.About Our ServicesWe are a wealth planning firm with offices in Horsham, serving high...

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,...

**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...

This role requires a highly skilled and experienced professional with a proven track record in wealth management. The ideal candidate will possess excellent communication skills, be able to build strong relationships with clients, and demonstrate a deep understanding of financial planning and risk management.Responsibilities and ExpectationsDevelop and...

Job Title: Financial Planner - Horsham Office">Location: West Sussex">Job Type: Full-time">Industry: Financial Services">Salary: £55,000 - £75,000 per annum">Description: We are seeking a Financial Planner to join our team in Horsham, West Sussex. As a Financial Planner, you will work closely with clients to understand their financial goals and develop...

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...

A well-established recruitment agency in the UK, First Recruitment Services, is currently seeking a skilled Financial Adviser to join their team.About the Job:The ideal candidate will have a strong understanding of financial planning and be able to provide expert guidance to clients in Horsham and surrounding areas.Key Responsibilities:Conduct client...

Job Description:Karingal is seeking a highly skilled Care Coordinator to join our team. As a Care Coordinator, you will be responsible for developing and implementing care plans that meet the individual needs of older people in receipt of a Home Care Package.The successful candidate will have a relevant tertiary qualification and/or extensive experience in a...

Job DescriptionWe are seeking a seasoned professional with expertise in wealth management and a track record of success in the financial industry.Key Responsibilities:Develop comprehensive financial plans that align with clients' wealth management goals.Create and manage investment portfolios, staying abreast of market trends to optimize client...

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...

Required Skills and QualificationsTo be successful in this role, you will need:Previous experience in financial planning or a similar administration role.Excellent written English, numeracy, and analytical skills.Flexibility and adaptability.BenefitsThis office-based role offers a competitive salary, full training, and the opportunity to progress within the...