Financial Services Manager

Job Title: Financial Services ManagerWe are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business opportunities.Key Responsibilities:*...

Job Title: Financial Services ManagerAbout the Role:We are seeking a skilled and experienced Financial Services Manager to join our team at First Recruitment Services. As a key member of our organization, you will be responsible for managing client relationships, ensuring compliance with regulatory requirements, and identifying new business opportunities.Key...

Job Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and...

Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.In their...

We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. As one of the UK largest financial advisers, our client is looking for an individual who can provide exceptional financial advice to clients.Key Responsibilities:Client Meetings:...

Financial Planner - servicing role of existing clientsHorsham offices - come to offices 1 - 2 days per weekFull administration and paraplanning supportMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their...

Job Description Financial Planner - servicing role of existing clients Horsham offices - come to offices 1 - 2 days per week Full administration and paraplanning support My client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent...

Financial Planner - servicing role of existing clientsHorsham offices - come to offices 1 - 2 days per weekFull administration and paraplanning supportMy client are a wealth planning firm with offices in Horsham who who offer financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London. In their...

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...

**About us** We are professional, customer-centric and fast-paced. Our work environment includes: - Modern office setting Job Title: Senior Administrator **Duties** - Liaise with advisers to ensure appraisal on the progress cases and resolving any queries arising. - Act as the first port of call for queries from clients, lenders and conveyancers. -...

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...

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...

About the Role:We are seeking a Client Relationship Manager to join our team at First Recruitment Services. As a Client Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, ensuring that their financial needs are met and that they receive excellent customer service. This is a challenging and rewarding...

Thriving in a Rewarding Career as a Financial AdvisorAs a Thrivent Financial advisor, you'll enjoy the satisfaction of making a difference in the lives of the people you serve while having control over your income. With unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures, you'll have the...

Story of Redwood Nick Tasquier started his career in financial services in 1991 with Pearl Assurance. As his career progressed and the needs of his client changed he saw the need to offer a broader level of advice and set up his first partnership. Redwood Financial Services was set up in 2013 by Nick. Dan joined the business soon after managing our new and...

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...

Position Summary    Quilter Financial Planning is looking for a Financial Services Professional to join their team as a self-employed Protection Adviser. In this role, you will provide high-quality protection advice to our valued clients, working closely with our dedicated back-office support staff, Mortgage, Protection, and Wealth Advisers.About the...

About the RoleA leading accountancy firm in West Sussex is looking for an ambitious manager or senior manager to join their spangly offices in Horsham. They are the fastest-growing accountancy firm in Sussex, with multiple offices looking after thousands of businesses and individuals across the county, providing the full array of specialist accountancy,...

About the RoleWe are seeking an experienced Financial Services Manager to join our team at ACS Business Performance Ltd. As a key member of our leadership team, you will be responsible for overseeing our B2C credit control function, ensuring timely collections and minimizing bad debt.Key ResponsibilitiesCredit Control Management:Develop and implement...

Our client is one of the UK largest financial advisers. We are seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements. The Servicing Adviser will collaborate closely with the other Adviser to identify and explore new business...