Financial Planner
13 hours ago
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 current setup they manage the affairs of 500 clients assets ranging from £100k - £1m.
The advisers consult on pensions, investments, tax planning, cashflow modelling, retirement planning.
They do have mortgage/protection advisers inhouse who deal with more transactional advice but generate lots of internal referrals.
They have very longstanding relations stretching back many years.
They additionally receive lots of recommendations via a longstanding relationship they have from a solicitor firm they work very closely with.
The Managing Director is creating a brand-new role for a Financial Planner who will be responsible for managing a portion of his existing book of business as the MD needs to pass on some of his clients and give the annual review responsibilities to this new adviser.
This is a servicing role and will be suitable for a candidate who has 2 years of advising experience and can undertake an existing book of business and generate some new business from any recommendations and referrals.
Salary: £60k - £75k (negotiable) 20% bonuses on initial advice fees Attractive benefits package and holiday allowance Full Paraplanning and Administration support If this role sounds of interest or any other roles I am working on please get in touch - peterfinancialdivisions.co.uk
-
Financial Planner
1 week ago
Horsham, United Kingdom Financial Divisions Full timeJob 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 and...
-
Financial Planner
2 weeks ago
Horsham, United Kingdom Financial Divisions Full timeFinancial 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 Planner
3 weeks ago
Horsham, United Kingdom Financial Divisions Full timeJob 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...
-
Financial Planner
3 weeks ago
Horsham, United Kingdom Financial Divisions Full timeFinancial 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...
-
Senior Financial Consultant
9 hours ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeYour Career PathThis role is perfect for experienced financial planners looking to take their career to the next level. As a Senior Financial Consultant, you will be responsible for managing a portfolio of clients and providing expert financial guidance to help them achieve their goals. If you have strong communication skills, a passion for building...
-
Chartered Financial Planner
6 months ago
Horsham, United Kingdom Schroders Full timeWe are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning services. **Who we're looking for** Following considerable growth in our business,...
-
Chartered Financial Planner
2 weeks ago
Horsham, United Kingdom Schroders Full timeJob Opportunity: Chartered Financial Planner at Benchmark Financial PlanningWe are pleased to announce an exciting job opportunity for an experienced and committed Chartered Financial Planner to join our team based in Horsham.The role is pivotal in assisting our clients to realise their financial aspirations by delivering comprehensive and ethical financial...
-
Financial Planner
3 weeks ago
Horsham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Title: Financial Planner (existing client book) Industry: Wealth ManagementLocation: HorshamSalary: £45,000 + uncapped bonusJob Reference: 9353Job DescriptionRecruit UK is thrilled to partner with a prominent investment firm to recruit a Financial Planner to service an existing book of clients. In this role, you will look after and carry out the annual...
-
Financial Planner
3 weeks ago
Horsham, United Kingdom Recruit UK | Certified B Corp™ Full timeJob Description Job Title: Financial Planner (existing client book) Industry: Wealth Management Location: Horsham Salary: £45,000 + uncapped bonus Job Reference: 9353 Job Description Recruit UK is thrilled to partner with a prominent investment firm to recruit a Financial Planner to service an existing book of clients. In this role, you will look...
-
Financial Planner Professional
6 days ago
Horsham, West Sussex, United Kingdom Pro Talent Full timeJob TitleA key role for a skilled Financial Planner has arisen in the Horsham office. We are looking for an experienced professional to join our expert and highly successful team in West Sussex.
-
Financial Planner Role
3 days ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeCompany 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...
-
Chartered Financial Planner
4 months ago
Horsham, United Kingdom Schroders Full timeJoin Benchmark Capital as a Chartered Financial Planner in Chester Are you an experienced Financial Planner looking for a new challenge? Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services? If so, Benchmark Capital might be the perfect fit for you! About Us At Benchmark,...
-
Chartered Financial Planner
6 months ago
Horsham, United Kingdom Schroders Full timeWe are seeking an experienced and motivated Chartered Financial Planner to join our team in Horsham. As a Chartered Financial Planner, you will play a pivotal role in helping our clients achieve their financial goals by providing comprehensive, and ethical financial planning services. **Who we're looking for** Following considerable growth in our business,...
-
HNW Retirement Advisor
3 days ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeTake Your Career to the Next Level as a Financial PlannerWe are looking for an experienced Financial Planner to join our team at Financial Divisions. This is an exciting opportunity to take your career to the next level and work with a leading wealth planning firm. As a Financial Planner, you will be responsible for managing a portfolio of HNW clients and...
-
Wealth Planning Expert
3 days ago
Horsham, West Sussex, United Kingdom Financial Divisions Full timeJoin Our Team as a Financial PlannerWe are seeking an experienced Financial Planner to join our team at Financial Divisions. As a Financial Planner, you will play a key role in managing a portfolio of high net worth (HNW) clients. If you have a passion for providing exceptional financial advice and have a strong track record of delivering results, we want to...
-
Chartered Financial Planner
6 months ago
Horsham, United Kingdom Schroders Full time**Join Benchmark Capital as a Chartered Financial Planner in Horsham** Are you an experienced Financial Planner looking for a new challenge? Do you want to be part of an award-winning team with a strong commitment to providing high-quality financial advisory services? If so, Benchmark Capital might be the perfect fit for you! **About Us** At Benchmark, we...
-
Employed Financial Adviser
1 month ago
Horsham, United Kingdom Quilter Financial Planning Full timeStory 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...
-
Expert Financial Planner
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Full timeAt Benchmark Capital, we are seeking a skilled Expert Financial Planner to join our team in Chester. This is an exciting opportunity to work with a pioneering company that provides proprietary solutions for financial advisory services.We value Treating Customers Fairly principles and prioritise the duty of care to our clients. Our goal is to provide...
-
Financial Planning Specialist
4 weeks ago
Horsham, West Sussex, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob DescriptionWe are seeking a skilled Financial Planning Specialist to join our team at Artemis Recruitment Consultants Ltd. In this role, you will provide critical support to Financial Planners in research and analysis to meet client needs and objectives.The ideal candidate will have a broad knowledge of the Financial Services Industry and excellent...
-
Financial Planning Support Coordinator
4 weeks ago
Horsham, West Sussex, United Kingdom Schroders Recruitment Full timeWealth 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...