Financial Services Consultant

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...

We are seeking a Financial Adviser to manage client servicing reviews and build strong client relationships at First Recruitment Services.Key Responsibilities:Conduct client meetings to review portfolio performance and discuss financial plans.Assess clients' financial needs and develop tailored financial solutions.Provide guidance on investment planning,...

**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. -...

Job Title: Service Advisor 2nd ShiftAbout the Role:We are seeking a skilled Financial Advisor to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.Key Responsibilities:Conduct client meetings to review and discuss portfolio performance.Assess clients' financial needs and...

Artemis Recruitment Consultants Ltd is seeking a Financial Services Advisor to join their team. The successful candidate will be responsible for advising clients on financial matters and providing guidance on investment opportunities.Key ResponsibilitiesProspecting and contacting potential clients to discuss their financial needs and goalsConducting thorough...

Servicing Financial Consultant - Leading Client Relationships Company Overview: Established in Horsham for over 15 years, our respected financial planning firm has built a strong presence in the industry, with a team of 15 dedicated professionals. We've created a supportive, family-like atmosphere that nurtures our team's growth even as we continue to...

About the Role:We are looking for a talented Mortgage and Protection Advisor to join our mortgage services team in Horsham. As a key member of our team, you will be responsible for building relationships with our Estate Agency teams, attracting new customers and business, and providing expert advice on a range of products and services.The ideal candidate...

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...

Join Artemis Recruitment Consultants Ltd in Horsham, Sussex, and embark on a fulfilling career as a Financial Services Coordinator!About the OpportunityThis exciting role offers a chance to work closely with financial advisers and clients, providing administrative support and maintaining back office systems. You will also be responsible for organising...

Join Artemis Recruitment Consultants Ltd as a Senior Financial Services Coordinator and contribute to the success of our team. This role is perfect for someone with excellent communication skills, a strong attention to detail, and a passion for financial planning.Job DescriptionWe are seeking an experienced individual to assist our Financial Advisers in...

Company Overview:">">Artemis Recruitment Consultants Ltd is a reputable recruitment agency that specializes in the financial services industry.">">About the Job:">We are seeking an experienced paraplanner to join our team. The successful candidate will be responsible for delivering high-quality advice and providing technical support to our adviser team.">Key...

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...

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...

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 opportunities.Key...

We are seeking a highly skilled Financial Services Specialist to join our team at Recruit UK. As a Servicing Adviser, you will be responsible for delivering exceptional client service by conducting thorough reviews of client portfolios, identifying areas for improvement, and developing tailored financial plans to meet their unique needs.Key...

Bighornlaw is seeking a seasoned Financial Services Expert to provide high-level financial guidance to clients in Horsham, PA. Responsibilities include:Developing comprehensive financial plans that align with clients' wealth management goals.Creating and managing investment portfolios, staying up-to-date on market trends to optimize client...

An opportunity has arisen for a professional and adaptable PA/Administrator to work within a Senior Partner Practice which is part of St. James's Place Wealth Management Group. You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on...

In this challenging and rewarding role, you will be responsible for providing administrative support to our financial advisers and clients at Artemis Recruitment Consultants Ltd in Horsham, Sussex.About the PositionYou will maintain back office systems, navigate provider platforms, and organise adviser diaries, ensuring seamless client interactions. Your...

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...