Assistant Financial Adviser

2 weeks ago


Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

We are seeking an Assistant Financial Adviser - IFA Support to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in supporting our Financial Advisers in delivering exceptional client service.

About the Role

This is an exciting opportunity for someone with a passion for financial planning to develop their skills and expertise. You will be responsible for assisting Financial Advisers in preparing recommendations and producing suitability reports, as well as collecting and collating client information.

Key Responsibilities
  • Client Support:
  • Assist Financial Advisers in preparing recommendations and producing suitability reports.
  • Collate client information and ensure all required compliance documentation is present and correct.
Requirements
  • Skills and Qualifications:
  • A solid understanding of the financial planning process.
  • Excellent communication and interpersonal skills.
  • Ability to work independently with minimal supervision.
  • Prioritise and plan your workload effectively.

The salary for this position is estimated to be around £22,000-£26,000 per annum, depending on experience.

Benefits

Working at Artemis Recruitment Consultants Ltd offers a range of benefits, including:

  • A competitive salary package.
  • Ongoing training and development opportunities.
  • A supportive and dynamic team environment.


  • Horsham, West Sussex, United Kingdom Thrivent Financial Full time

    Transform lives and build a successful career as a Financial Adviser at Thrivent Financial.We're seeking a motivated and results-driven professional to join our team as a Financial Adviser. As a Financial Adviser, you'll help Christians achieve their goals and make an impact in the lives of those they serve.About the roleBuild a financial practice that...


  • Horsham, West Sussex, United Kingdom Thrivent Financial Full time

    Unlock your earning potential as a Financial Adviser at Thrivent Financial.We're seeking a skilled professional to build a financial practice guiding Christians on their journeys to financial clarity. As a Financial Adviser, you'll provide personal, actionable and achievable advice and connect clients to Thrivent insurance, investment, banking and generosity...

  • Servicing Adviser

    1 month ago


    Horsham, West Sussex, United Kingdom undisclosed Full time

    Undisclosed is seeking an experienced Servicing Adviser to join their team in a hybrid role. This exciting opportunity will see you work closely with clients to understand their financial goals and provide expert advice to help them achieve success.Key ResponsibilitiesMeet with clients to discuss their portfolio performance and provide regular updates.Assess...


  • Horsham, West Sussex, United Kingdom Thrivent Financial Full time

    Are you looking for a career that offers unlimited earning potential and a sense of purpose?We're seeking a talented Financial Adviser to join our team at Thrivent Financial. As a Financial Adviser, you'll enjoy the satisfaction of making a difference in the lives of your clients while having control over your income.About the roleProvide personal,...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    We are seeking an Independent Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. As a key member of our financial services team, you will play a crucial role in assisting our Financial Advisers in providing expert financial planning advice to clients.About the RoleThis is an exciting opportunity for someone with a passion...

  • Financial Assistant

    3 weeks ago


    Horsham, West Sussex, United Kingdom Schroders Full time

    Job SummaryWe are seeking an experienced Financial Assistant to join our team at Schroders. The successful candidate will be responsible for managing financial transactions, reconciliations, and reports.About the RoleThis is a fantastic opportunity to work with a leading investment management company. As a Financial Assistant, you will play a vital role in...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    Job Title: Financial Services Liaison OfficerWe support high-quality financial advisers with our award-winning technology and support services. Our solutions cover regulatory, platform, and investment services, designed to support advisers at every step of their journey.Responsibilities include: First point of contact for queries from Financial Advisors...


  • Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full time

    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...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Job DescriptionWe are seeking a skilled Financial Controller Assistant to join our team at ENGINEERINGUK. As a key member of our finance department, you will be responsible for supporting the execution of monthly and quarterly Private Equity valuation processes.In this role, you will assist in collecting, recording, and analysing financial data from...

  • Financial Assistant

    1 week ago


    Horsham, West Sussex, United Kingdom Illinois CPA Society Full time

    Key ResponsibilitiesAs an Account Payable Assistant at Morgan McKinley, you will be responsible for:Processingsupplier invoices, statements, and customer/supplier queries in a timely and efficient manner.Reconciling purchase ledger accounts and ensuring accurate financial records.Managing payment runs and ensuring all payments are processed on time.The...


  • Horsham, West Sussex, United Kingdom ProTalent Limited Full time

    ProTalent Limited is seeking a Financial Operations Assistant to join our team. In this role, you will be responsible for providing bookkeeping and administrative support to our clients. This includes preparing financial statements, reconciling bank accounts, and maintaining accurate records. You will also work closely with our clients to ensure their...


  • Horsham, West Sussex, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job 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...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    Wealth Planning Client Support AdministratorAre you a detail-oriented individual with excellent communication skills? Do you have experience in administration within the financial services sector?We are looking for an administrator to join our successful and award-winning firm of Chartered Financial Planners to support our financial planners in their...


  • Horsham, West Sussex, United Kingdom CV-Library Full time

    Job OverviewAbout Benchmark Capital:We are seeking a detail-oriented Financial Analyst Assistant to join our Accounting and Finance team at Schroders. This entry-level position is an excellent opportunity for recent graduates who have a keen interest in pursuing a career in accounting and finance.The Role:As a Financial Analyst Assistant, you will be...


  • Horsham, West Sussex, United Kingdom Schroders Recruitment Full time

    Job DescriptionWe are seeking an experienced Financial Services Administrator to join our team at Schroders Recruitment. This role will be based in the UK and will involve working with high-quality advisers who empower families to secure solutions that meet their needs and aspirations.The successful candidate will have proficient computer skills,...

  • Financial Assistant

    2 weeks ago


    Horsham, West Sussex, United Kingdom Saxon Weald Full time

    Job OverviewSaxon Weald is a forward-thinking organisation seeking an experienced Financial Assistant to join its finance department at Horsham head office. The successful candidate will work 30 hours per week, flexible across 4 or 5 days, and be responsible for processing invoices, ensuring accurate transactions and approvals.The finance team provides...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Role Overview:The Consumer Duty Specialist will be responsible for managing annual fair value assessments, ensuring management and Board approval. This role will also facilitate regulatory reporting and information exchange within the distribution chain.Key Responsibilities:Manage annual fair value assessments, ensuring management and Board...