Financial Services Consultant
15 hours ago
We are seeking a skilled Financial Adviser to manage client relationships, conduct portfolio reviews and ensure compliance with UK regulatory requirements.
Key Responsibilities:- Meet with clients to discuss their financial goals, either in-person or via video call.
- Determine clients' financial needs and objectives, developing tailored financial plans to support their goals.
- Provide guidance on investment planning, cash management, protection coverage and other financial strategies.
- Analyze clients' financial status, income levels, tax situations and risk tolerance.
- Must have a Qualified or Chartered Financial Adviser qualification with at least one year of relevant experience.
- Hold a valid driving license.
- Demonstrate self-motivation, integrity and commitment to delivering excellent financial advice.
Worthing, West Sussex
Salary:£55,000 - £75,000 per annum (estimated)
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Financial Services Trainee
3 weeks ago
Worthing, West Sussex, United Kingdom St. James's Place Financial Adviser Academy Full timeLaunch Your Financial Services CareerWe are seeking a highly motivated and ambitious Trainee Financial Advisor to join our team at St. James's Place Financial Adviser Academy. As a Trainee Financial Advisor, you will have the opportunity to develop a rewarding career in financial advice, working with a reputable financial advice company in Rustington.We...
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Financial Services Coordinator
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeAt Artemis Recruitment Consultants Ltd, we are seeking an experienced Financial Services Coordinator to join our team. This role offers a competitive salary of £25,000 - £30,000 per annum.About the Role:We are looking for a highly organized and detail-oriented individual to support our Financial Advisers in delivering exceptional client service.The ideal...
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Financial Planning Administrator
19 hours ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time**Job Title:** Financial Planning AdministratorWe are seeking a highly skilled and motivated individual to join our team as a Financial Planning Administrator. As a key member of the administration team, you will be responsible for providing high-quality administrative support to our clients and ensuring that all financial planning client administration is...
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Financial Services Manager
4 days ago
Worthing, West Sussex, United Kingdom First Recruitment Services Full timeFirst Recruitment Services is a leading recruitment agency specializing in property sector roles. We are currently seeking a skilled Credit Control Professional to join our team. The successful candidate will have extensive experience in credit control processes, including implementing and maintaining credit control systems, monitoring customer accounts, and...
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Financial Services Expert
3 days ago
Worthing, West Sussex, United Kingdom Protalent Full timeAre you a qualified accountant looking to enhance your career in a dynamic professional services firm? Protalent offers an exciting opportunity as an Assistant Financial Controller, boasting a great salary and benefits package, hybrid working, and a fun and happy working environment.This role involves working closely with the existing Finance Director and...
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Financial Services Manager
1 week ago
Worthing, West Sussex, United Kingdom Leaders Romans Group Full timeJob Title: Financial Services ManagerWe are seeking a skilled Financial Services Manager to join our team at Leaders Romans Group.The successful candidate will have experience in client money management and be responsible for improving the Landlord Client Money journey. This includes taking ownership of understanding and delivering on Landlord needs and...
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Environmental Consultant
2 weeks ago
Worthing, West Sussex, United Kingdom oilandgas Full timeWe are seeking a highly skilled Environmental Consultant to join our Developer Services team at Southern Water. This role involves reviewing technical information for wastewater connection, adoption, and diversion applications, ensuring compliance with industry standards and customer expectations.The successful candidate will have a strong understanding of...
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Financial Services Manager
3 weeks ago
Worthing, West Sussex, United Kingdom Protalent Full timeJob OverviewAs a Finance Manager at Protalent, you will play a critical role in supporting our clients' financial needs. This position involves managing client relationships, preparing financial reports, and providing expert advice on financial matters.
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Financial Services Coordinator
16 hours ago
Worthing, West Sussex, United Kingdom Leaders Romans Group Full timeJob Title: Client Financial AssistantWe are an award-winning national property company seeking a skilled Client Financial Assistant to join our team. As a Client Financial Assistant, you will play a crucial role in ensuring strong working relationships with branch staff and managers to resolve queries in a timely manner.Assist branch staff with system errors...
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Financial Services Assistant
3 weeks ago
Worthing, West Sussex, United Kingdom CV-Library Full timeFinancial Services Assistant - HousingWe're seeking a skilled administrator to join our team in South West England, supporting the council's housing department. As a Financial Services Assistant, you'll focus on the effective administration of direct debit processes, ensuring accurate, timely rent payments for housing tenants. This is an exciting opportunity...
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Financial Assistant
17 hours ago
Worthing, West Sussex, United Kingdom Leaders Romans Group Full timeJob Title: Financial Assistant - Customer ServicesLocation: Becket House, WorthingAbout Our CompanyWe are a dynamic national property company, known for our exceptional customer service and outstanding business results.We operate over 200 branches across England and Wales, offering comprehensive training and development opportunities to our employees.Job...
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Financial Services Accountant
4 weeks ago
Worthing, West Sussex, United Kingdom Protalent Full timeAccountancy Career OpportunityWe are working with a successful accountancy practice in West Sussex, offering a range of financial services including accounts production, tax compliance, bookkeeping, and VAT returns.The ideal candidate will have experience within an accountancy firm, be comfortable with bookkeeping and accounts production, but keen to learn...
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Financial Services Administration Specialist
14 hours ago
Worthing, West Sussex, United Kingdom Recruit Wealth Ltd Full timeWe are recruiting for a dedicated and organized Administrative Support Officer to join our wealth management team in Worthing.About Our Company:We are a rapidly expanding, national Financial Planning & Wealth Management business with a strong presence across the UK.We pride ourselves on being a modern, highly ethical, and rewarding employer who offers...
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Financial Services Officer
13 hours ago
Worthing, West Sussex, United Kingdom CV-Library Full timePart Time Finance OfficerThis is a part-time finance officer role based in Crawley, working 20 hours a week on a fixed 12-month contract. The position involves varied tasks and could lead to longer-term opportunities.Key Responsibilities:Treasury and cash managementCompletion of daily cash allocation and bank reconciliationRaising sales invoices and credit...
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Financial Services Audit Specialist
4 weeks ago
Worthing, West Sussex, United Kingdom Pro Talent Full timePro Talent is seeking a highly skilled Financial Services Audit Specialist to join their dynamic team in Worthing. With an estimated salary of £60,000 - £80,000 per annum, this role offers a unique blend of challenge and reward.About the RoleThis exciting opportunity will see you working closely with clients across various sectors, delivering high-quality...
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Financial Services Coordinator
14 hours ago
Worthing, West Sussex, United Kingdom CV-Library Full timeWe are currently recruiting for an experienced Administrator to join our team at one of the UK's leading Financial Planning & Wealth Management businesses. As a member of our regional Worthing offices, you will be responsible for preparing correspondence, processing letters of authority, and interacting with clients directly.Key Responsibilities:Preparation...
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Administrative Assistant
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeWe are currently seeking a skilled Administrative Assistant - Financial Planning to join our team at Artemis Recruitment Consultants Ltd. This position offers a competitive salary of £22,000 - £28,000 per annum.About the Job:In this role, you will provide administrative support to our Financial Advisers, assisting them in delivering high-quality financial...
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Wealth Management Team Member
20 hours ago
Worthing, West Sussex, United Kingdom Perspective Financial Group Ltd Full time**Job Summary:** Wealth Management Team MemberWe are seeking a highly motivated and organized Wealth Management Team Member to join our team. As a key member of the wealth management team, you will be responsible for providing high-quality administrative support to our clients and ensuring that all financial planning client administration is carried out in...
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UK Financial Advisor
16 hours ago
Worthing, West Sussex, United Kingdom CV-Library Full timeCareer Opportunities: Experienced Financial Advisors wanted to join our team in Worthing, West Sussex.About the Job:Manage client relationships and provide expert financial advice to individuals and businesses.Conduct regular financial reviews to identify areas for improvement and develop tailored solutions.Work closely with clients to understand their...
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Financial Client Executive
3 weeks ago
Worthing, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Client ExecutiveWe are seeking an experienced Financial Client Executive to join our team in Worthing. As a key member of our financial planning team, you will provide efficient administrative support to clients and senior members of staff.Job Summary:Support several Financial Advisers with administration for the financial planning...