Financial Services Professional

3 weeks ago


Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

Welcome to EngineeringUK

We are committed to providing award-winning technology and support services to help financial advisers succeed. Our team of administrators delivers exceptional customer service, ensuring a seamless experience for our clients.

Job Overview

This role involves working as part of our administration team, supporting the delivery of high-quality customer service. Key responsibilities include opening new pension accounts, analyzing transfer documentation, and calculating pension retirement benefits.

Key Responsibilities

  1. Ensuring accurate and efficient processing of new pension accounts.
  2. Liaising with third-party providers to progress pension transfers.
  3. Setting up direct debit collections for client contributions.
  4. Maintaining expertise in pensions and platforms within the Financial Services market.

Essential Requirements

  1. Proven administration experience in the Financial Services sector.
  2. Familiarity with Personal Pension Administration software.
  3. Excellent proficiency in Microsoft Office applications.

Estimated annual salary: £35,000 - £45,000 based on experience and qualifications. If you're an organized individual with strong communication skills, this could be the perfect opportunity for you.



  • Horsham, West Sussex, United Kingdom First Recruitment Services Full time

    Job OverviewThe role of Financial Services Professional at First Recruitment Services involves managing client servicing reviews, building and maintaining strong client relationships, and ensuring compliance with regulatory requirements.Key Responsibilities:• Conduct meetings with clients to review and discuss portfolio performance• Assess clients'...


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

    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...


  • Horsham, West Sussex, United Kingdom First Recruitment Services Full time

    Company OverviewWe are seeking a skilled Financial Adviser to join our team at First Recruitment Services. Our client is one of the UK's largest financial advisers, and we are looking for an individual who can manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.


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

    Unlock Your Earning Potential as a Thrivent Financial AdvisorEarn an estimated salary of $80,000 - $150,000 per year, with unlimited earning potential through biweekly base commissions, bonus opportunities, and incentive pay structures. As a Thrivent Financial advisor, you'll have the flexibility to control your schedule, allowing for work-life balance.With...


  • Horsham, West Sussex, United Kingdom Bighornlaw Full time

    At Bighornlaw, we are seeking a seasoned professional with expertise in wealth management to join our team as a Financial Services Professional. This role involves building strong client relationships, understanding their needs, and providing tailored financial advice.About the Role:This is a full-service financial firm offering insurance and investment...


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

    At Thrivent Financial, we are seeking a highly skilled and motivated Financial Advisor to join our team. As a Financial Advisor, you will have the opportunity to work closely with clients to understand their financial goals and develop customized plans to achieve them. With a focus on building long-term relationships and providing expert guidance, you will...

  • Financial Consultant

    1 month ago


    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...


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

    Astral Recruitment is recruiting for a highly skilled Financial Services Professional to join a specialist financial services company in Horsham. As a Compliance Officer/Manager, you will review client files, identify breaches, and provide feedback to firms and individuals.This role involves working with a market-leading company that deals with regulatory...


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

    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...


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

    Are you looking for a rewarding career in financial services? As a Financial Advisor at Thrivent Financial, you will have the opportunity to work with clients to help them achieve their financial goals and improve their overall well-being. With a focus on building long-term relationships and providing expert guidance, you will play a critical role in helping...


  • 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 First Recruitment Services Full time

    Servicing AdviserEstimated Salary: £52,500.00 per annumAbout the CompanyFirst Recruitment Services is seeking a skilled Financial Adviser to manage client servicing reviews, build and maintain strong client relationships, and ensure compliance with regulatory requirements.Key ResponsibilitiesConduct client meetings, both in-person and via video call, to...


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

    Pursue a Meaningful Career as a Thrivent Financial AdvisorIn Montgomery County, you can pursue a fulfilling career as a Thrivist Financial advisor, guiding Christians on their paths to financial clarity and empowerment. With a focus on building genuine, long-term relationships with clients, you'll have the opportunity to make a lasting impact in your...


  • Horsham, West Sussex, United Kingdom ENGINEERINGUK Full time

    Job Description OverviewThis is an exciting opportunity for a skilled Financial Planner to join our award-winning team at Benchmark Financial Planning. We are looking for a professional who can provide exceptional client service, deliver high-quality advice, and contribute to our business growth.The ideal candidate will have a strong background in financial...


  • Horsham, West Sussex, United Kingdom First Recruitment Services Full time

    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:...


  • Horsham, West Sussex, United Kingdom Kreston Reeves LLP Full time

    Kreston Reeves LLP is a dynamic and forward-thinking firm that guides its clients, colleagues, and communities towards a brighter future. We provide more than just accountancy, business, and wealth advice, focusing on delivering exceptional results through our commitment to quality, integrity, and teamwork.As a Financial Services Professional, you will have...


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

    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...


  • 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 Financial Divisions Full time

    We Offer a Competitive SalaryWe offer a competitive salary range of £60k - £75k (negotiable), plus 20% bonuses on initial advice fees. Additionally, we provide an attractive benefits package and holiday allowance, as well as full paraplanning and administration support.About Our ServicesWe are a wealth planning firm with offices in Horsham, serving high...


  • Horsham, West Sussex, United Kingdom Schroders Full time

    Job Title: Financial Analysis ProfessionalSalary Range: $120,000 - $180,000 per yearWe are seeking a highly skilled Financial Analysis Professional to join our team at Schroders. In this role, you will be responsible for performing root cause analyses, managing problem management, and working closely with our support teams to conclude remedial work.About...