Financial Planner
2 weeks ago
First 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 advice.
Key Responsibilities:- Conduct client meetings to review and discuss portfolio performance.
- Assess clients' financial needs and objectives, developing tailored financial plans to meet their goals.
- Provide guidance on investment planning, cash management, protection coverage, and other financial strategies to support clients in achieving their financial objectives.
- Determine clients' financial status, expenses, income levels, tax situations, and risk tolerance.
- Address client questions and concerns promptly, offering solutions and advice that align with their financial goals.
- Qualified or Chartered Financial Adviser with a minimum of one year of relevant experience.
- Valid driving license.
- High level of self-motivation, integrity, and a commitment to delivering excellent financial advice.
The successful candidate will be responsible for delivering exceptional client service, ensuring compliance with regulatory requirements, and building strong relationships with clients. If you are a qualified financial professional with a passion for delivering excellent service, we encourage you to apply.
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Chartered Financial Planner
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeChartered Financial Planner OpportunityWe are seeking a skilled Chartered Financial Planner to join our team at Schroders in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.About the RoleAs a Chartered Financial Planner, you will possess a strong understanding of...
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Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom ProTalent Limited Full timeProTalent is seeking a skilled Financial Planner to join their team in West Sussex. The ideal candidate will have a strong background in financial planning and be able to provide expert advice to clients.Key ResponsibilitiesBuild and manage a client bank to a high standard.Develop business opportunities through internal and external networks.Establish strong...
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Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeJob TitleProTalent is seeking a skilled Financial Planner to join their team in West Sussex.Purpose of the RoleTo provide expert financial planning advice to clients and contribute to the success of the company.Key ResponsibilitiesBuild and manage a client portfolio to deliver exceptional service.Develop business opportunities through internal and external...
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Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Schroders Campus in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesAnalyse clients' financial needs and goals, develop lifetime planning strategies, and...
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Chartered Financial Planner
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full time**About the Role**We are seeking a skilled Chartered Financial Planner to join our Chester office. As a key member of our team, you will be responsible for providing high-quality financial advisory services to clients.**Key Responsibilities**• Promote the Treating Customers Fairly principles, taking responsibility for the duty of care to our clients.•...
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Chartered Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeUnlock Your Potential as a Chartered Financial PlannerWe are seeking an experienced Financial Planner to join our team at Schroders in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.About UsAt Schroders, we are committed to providing innovative solutions that meet the...
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Financial Planning Expert for Benchmark Capital
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeChartered Financial Planner - Benchmark CapitalAbout the RoleWe are seeking a highly skilled Chartered Financial Planner to join our team at Benchmark Capital in Horsham. As a Chartered Financial Planner, you will be responsible for providing high-quality financial advisory services to our clients.Key ResponsibilitiesProvide financial planning advice to...
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Financial Planning Expert for Schroders
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled Financial Planner to join our team at Schroders. As a Chartered Financial Planner, you will be responsible for analysing clients' financial needs and goals, developing lifetime planning strategies, and providing ongoing advice services.Key Responsibilities:Analyse clients' financial needs and goalsDevelop lifetime...
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Chartered Financial Planner
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout UsBenchmark Capital is a pioneering company that provides proprietary solutions encompassing regulatory, platform, and investment services. Our award-winning technology and support services are designed to assist financial advisers throughout their journey.We run our own Financial Advice business, aiding families in finding solutions that align with...
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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...
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Financial Planning Specialist
1 day ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeProTalent is partnering with a prominent company to find a Financial Planner for their West Sussex office. As a key member of the team, you will be responsible for providing expert financial planning advice to clients.Key ResponsibilitiesDevelop and manage a client portfolio to deliver exceptional service standards.Contribute to business growth through...
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Financial Planning Expert for Benchmark Capital
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeChartered Financial Planner - Benchmark CapitalJoin Benchmark Capital as a Chartered Financial Planner in HorshamAre you an experienced Financial Planner looking for a new challenge? Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services?About UsBenchmark Capital is a pioneering company...
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Supply Chain Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Beaumont Select Full timeWe are partnering with a leading global pharmaceutical company to recruit an experienced Supply Planner on a fixed-term contract through to 2026.This is an exciting opportunity for experienced Supply Chain Planners from a pharmaceutical, FMCG, or food background to join a leading pharmaceutical business.The successful candidate will be responsible for...
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Wealth Planning Support Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking an experienced Administrator to provide administrative support to our Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to Financial Planners in all aspects of their advice process.Act as the primary point of contact for clients on administrative matters.Support the...
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Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a skilled administrator to provide support to our financial planning team. As a key member of our client-facing team, you will be responsible for providing administrative support to our financial planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planners in all aspects...
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Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeRole OverviewWe are seeking a skilled Administrator to support our Financial Planners in their role. This is a 12-month FTC position.About BenchmarkBenchmark is an award-winning firm of Chartered Financial Planners. Our proprietary solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Key...
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Wealth Planning Support Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeFinancial Planning AdministratorAbout the Role:We are seeking a highly organized and detail-oriented Financial Planning Administrator to join our team. As a key member of our client-facing team, you will provide administrative support to our financial planning advisers in all aspects of their advice process.Key Responsibilities:Prepare meeting packs and...
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Supply Chain Manager
4 weeks ago
Horsham, West Sussex, United Kingdom Beaumont Select Full timeProcurement Supply Chain OpportunityWe are partnering with a leading global pharmaceutical company to recruit an experienced Supply Planner on a fixed-term contract.This is an exciting opportunity for experienced Supply Chain Planners from a pharmaceutical, FMCG, or food background to join a leading pharmaceutical business.The role involves managing the...
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Wealth Planning Support Specialist
2 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeWe are seeking a skilled Administrator to support our Financial Planners in their role. This 12-month maternity cover position involves providing administrative support to our team, ensuring the smooth delivery of our award-winning solutions to financial advisers. Our solutions cover regulatory, platform, and investment services, designed to support advisers...
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Administrative Support Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Administrative Support Specialist to provide administrative support to our Chartered Financial Planners in all aspects of their advice process.Key ResponsibilitiesProvide administrative support to financial planning advisers in all aspects of their advice process.Be the clients' point of...