Financial Adviser

3 months ago


Horsham, United Kingdom CV-Library Full time

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 Responsibilities:

* Conduct client meetings, both in-person (at their home or our office) and via video call, 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.

* Generate detailed post-review outcome letters following each client meeting.

* Build and maintain a strong client base, fostering profitable and lasting relationships.

* Work collaboratively with team members to deliver excellent client service and achieve shared business objectives.

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.

* Effective time-management skills and a team-oriented mindset.

Wild Recruitment Ltd T/A First Recruitment Services is acting as an employment agency in relation to this vacancy


  • Financial Planner

    4 weeks ago


    Horsham, United Kingdom Financial Divisions Full time

    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 and London.In their...


  • 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...

  • Financial Planner

    2 months ago


    Horsham, United Kingdom Financial Divisions Full time

    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...

  • 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...

  • Financial Adviser

    1 month ago


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

    Artemis Recruitment Consultants Ltd is looking for a skilled Financial Adviser to join our team. As a remote worker, you will be responsible for advising clients on their financial needs and objectives.Key Responsibilities:Prospecting and contacting potential clients to discuss their financial plans.Maintaining accurate records of client information and...


  • 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 First Recruitment Services Full time

    Role Description:  We are seeking a highly skilled Financial Adviser to join our team at First Recruitment Services. As a key member of our advisory team, you will be responsible for managing client servicing reviews, building and maintaining strong client relationships, and ensuring compliance with regulatory requirements.  The ideal candidate will have...


  • 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 RoleThis is an exciting opportunity for someone with a passion for financial...


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

    Key ResponsibilitiesAssist Financial Advisers in preparing recommendations and suitability reportsMaintain accurate client records and gather data for compliance documentationCollaborate with colleagues to achieve agreed outcomes without supervisionPrioritize and plan workload to meet deadlinesA strong understanding of the financial planning process and...


  • Horsham, United Kingdom North Laine Financial Management Limited Full time

    **Financial Administrator (Part-Time or Full-Time)** **West Sussex: £25,000+ bonus scheme** We are seeking an experienced financial administrator to join our well-established, independent chartered financial planning firm in West Grinstead. We are seeking someone for between 3 to 5 days per week, so are happy to discuss part-time or full-time...


  • Horsham, United Kingdom Redwood Financial Services Ltd Full time

    **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. -...

  • Senior Adviser Role

    4 weeks ago


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

    We are currently looking for a Senior Adviser to join our team at First Recruitment Services. The successful candidate will be responsible for managing client relationships, conducting regular reviews, and providing personalized financial advice.About the Role:Estimated Salary: £50,000 - £65,000 per annum, depending on experience.Location: Horsham, West...


  • 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,...

  • Financial Advisor

    4 weeks ago


    Horsham, United Kingdom First Recruitment Services Full time

    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...

  • Financial Advisor

    2 months ago


    Horsham, United Kingdom First Recruitment Services Full time

    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...

  • Financial Advisor

    4 weeks ago


    Horsham, United Kingdom First Recruitment Services Full time

    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...

  • Financial Advisor

    2 weeks ago


    Horsham, United Kingdom Vision-FS Recruitment Full time

    **Financial Advisor | Independent Financial Advisor** **£60,000 - £100,000 | Un-Capped Earnings** **Clients + Leads Provided** **Horsham| Surrounding Area’s** **Level 4 Diploma | CF30 Financial Advisor** **YOUR NEW COMPANY** An exciting opportunity has become available with a Financial Advice business who are growing their national offering across...


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

    First Recruitment Services is seeking a skilled Financial Adviser to work with clients in Horsham and provide them with expert financial guidance.About the Role:We are looking for an experienced Financial Adviser who can assess clients' financial needs and develop tailored financial plans to meet their goals.Key Responsibilities:Conduct regular client...


  • 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 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:...