Financial Service Advisor
2 weeks ago
Job Title: Service Advisor 2nd Shift
About 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 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.
Requirements:
- 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.
About Us:
We are a leading recruitment agency with a strong reputation for matching talented individuals with exciting career opportunities.
-
Financial Services Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis 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...
-
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...
-
Sales and Service Advisor
3 weeks ago
Horsham, West Sussex, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a Sales and Service Advisor to join our retail team in Horsham, United Kingdom.Key Responsibilities:Greet and assist customers with product selection.Provide product knowledge and advice to customers.Operate the cash register and handle transactions.Maintain the store's visual presentation and stock levels.Assist with stock replenishment and...
-
Financial Services Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom Recruit UK Full timeWe 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...
-
Financial Services Specialist
3 weeks ago
Horsham, West Sussex, United Kingdom First Recruitment Services Full timeWe 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,...
-
Financial Services Professional
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Adviser - HorshamOur client, a leading financial services firm, is seeking a skilled Financial Adviser to join their team. This is a remote role with occasional travel to their head office in Horsham, Sussex.Key ResponsibilitiesProspect and engage with potential clients to develop business opportunitiesConduct thorough client assessments to provide...
-
Financial Services Leader
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinance Director OpportunityArtemis Recruitment Consultants Ltd is seeking a seasoned Finance Director to drive the financial strategy of our growing financial services client. The ideal candidate will have a proven track record of developing and implementing financial strategies, managing risk, and leading high-performing teams.Key Responsibilities:Develop...
-
Financial Services Expert
2 weeks ago
Horsham, West Sussex, United Kingdom Bighornlaw Full timeBighornlaw 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...
-
Motoring and Cycling Services Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Halfords Full timeAbout the RoleWe're seeking a highly motivated and customer-focused individual to join our team as a Motoring and Cycling Services Advisor. As a key member of our retail team, you'll be responsible for delivering exceptional customer service and providing expert advice on our range of motoring and cycling products.Key Responsibilities:Provide excellent...
-
Financial Services Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom TN Recruits Ltd Full timeKey Responsibilities:As a Financial Services Specialist at TN Recruits Ltd, you will play a crucial role in ensuring the accuracy and compliance of our clients' financial records. Your duties will include preparing VAT returns using various accounting software, assisting with Personal Tax preparation, and communicating tax liabilities to clients. You will...
-
Financial Services Professional
9 hours ago
Horsham, West Sussex, United Kingdom Recruit UK | Certified B Corp™ Full timeJob OverviewAt Recruit UK, we are thrilled to partner with a prominent investment firm to recruit a Servicing Adviser.This hybrid role offers comprehensive training and professional development, with potential for extension or internal progression for high-performing individuals within this expanding client.Key ResponsibilitiesTo build and maintain client...
-
Servicing Advisor
2 weeks ago
Horsham, UK, West Sussex, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Servicing AdviserIndustry: Wealth ManagementLocation: HorshamSalary: £45,000 + uncapped bonusJob Reference: 9353Job DescriptionRecruit UK is thrilled to partner with a prominent investment firm to recruit a Servicing Adviser. In this role, you will look after and carry out the servicing reviews for their clients, complying with policies and...
-
Customer Service Representative
4 weeks ago
Horsham, West Sussex, United Kingdom Pavers Shoes Full timeAbout the RoleWe are seeking a skilled Customer Advisor to join our team at Pavers Shoes in Hilliers Garden Centre, Horsham. As a Customer Advisor, you will be responsible for delivering exceptional customer service, advising customers on shoe care and accessories, and achieving daily KPIs.Key ResponsibilitiesDeliver exceptional customer service and resolve...
-
Mortgage Advisor Trainee
4 weeks ago
Horsham, West Sussex, United Kingdom Countrywide Mortgage Services Full timeTrainee Mortgage AdvisorWe are seeking a highly motivated and skilled individual to join our team as a Trainee Mortgage Advisor. As a Trainee Mortgage Advisor, you will be responsible for providing exceptional customer service and building relationships with our estate agency teams.Main Responsibilities:Building relationships with estate agency teams to...
-
Mortgage and Protection Advisor
2 weeks ago
Horsham, West Sussex, United Kingdom The New Homes Group Full timeMortgage and Protection Advisor RoleWe are seeking a skilled Mortgage and Protection Advisor to join our team at The New Homes Group. As a Mortgage and Protection Advisor, you will play a crucial role in providing exceptional service to our customers throughout the mortgage process.Main Responsibilities:Building relationships with our Estate Agency teams to...
-
Customer Experience Advisor
2 months ago
Horsham, West Sussex, United Kingdom beBee Professionals Full time £22,000 - £28,000Customer Service AdvisorWe are seeking a skilled and customer-focused Customer Service Advisor to provide exceptional service and support to our clients in Horsham, United Kingdom.Key Responsibilities:Manage incoming customer inquiries via phone, email, and chat, providing accurate and timely responses.Resolve customer issues efficiently, escalating when...
-
Mortgage and Protection Advisor
3 weeks ago
Horsham, West Sussex, United Kingdom Countrywide Mortgage Services Full timeTrainee Mortgage and Protection AdvisorWe are seeking a highly motivated and skilled individual to join our team as a Trainee Mortgage and Protection Advisor. As a key member of our mortgage services team, you will be responsible for providing exceptional customer service and support to our clients.Main Responsibilities:Building relationships with our estate...
-
Financial Services Administrator
6 days ago
Horsham, West Sussex, United Kingdom Schroders Full timeAbout the RoleWe are seeking a highly organised and detail-focused Financial Services Administrator to join our team at Schroders.This is an excellent opportunity for someone looking to develop their skills in accounting and administration, working with a leading investment management company.Key ResponsibilitiesProcess invoices, bank statements, and credit...
-
Mortgage and Protection Advisor
4 weeks ago
Horsham, West Sussex, United Kingdom Countrywide Mortgage Services Full timeTrainee Mortgage AdvisorWe are seeking a skilled and motivated individual to join our team as a Trainee Mortgage Advisor. As a key member of our mortgage services team, you will be responsible for providing exceptional customer service and support to our clients.Main Responsibilities:Building relationships with our estate agency teams to provide training and...
-
Pension Administrator
2 weeks ago
Horsham, West Sussex, United Kingdom ENGINEERINGUK Full timeAbout the Role:Pension Administrator - Financial ServicesAs a Pension Administrator at EngineeringUK, you will be responsible for delivering a high level of customer service to ensure our clients experience a smooth journey from opening their pension account to exercising their options to take their retirement income. You will be part of a team of 12...