Wealth jobs in HorshamCreate job alerts

The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administration and supporting with. IFA Administrator (client services). My client are a boutique independent Chartered wealth planning firm with offices near Horsham who offer

Financial Services Administrator Horsham | Up to £33,000 + Benefits | 35-hour week We’re supporting a highly regarded Wealth Management firm in Horsham with the hire of a Financial Services Administrator to join their thriving admin team. This is a fantastic opportunity for someone with experience in pensions and investments to join a professional yet friendly business that genuinely values its people. With strong development pathways, study support, and a collaborative culture, progression is supported within. Working alongside two experienced Advisers, you'll provide a broad range of administrative and technical support to help ensure a smooth and efficient client experience. Benefits: * Salary up to £33,000 * 35-hour working week (9am–5pm) * 23 days holiday + bank holidays (increasing with service) * Study support for further qualifications * Death in Service & Income Protection * Discretionary annual bonus * Pension contributions * Supportive team environment with ongoing development opportunities To be considered, you'll have: * Previous experience in an admin role within pensions or investments * Knowledge of FCA regulations and industry compliance * Familiarity with Xplan is desirable but not essential * Strong communication skills and a proactive, professional attitude Apply today to be considered for this exciting opportunity. If s...

You will be part of a team of seven, managing the accounting for five of our Wealth management subsidiaries and Global Wealth management AUM and Revenue analytics reporting. Ensure SLA KPIs and Group reporting deadlines are met. We are looking for an accountant with good IT skills to join our Servic

Mortgage & Protection Administrator Horsham | Up to £35,000 + Benefits | 35 hours per week We’re delighted to be supporting a highly respected Wealth Management firm based in Horsham in their search for a Mortgage & Protection Administrator to join their growing team.This is an excellen

• Financial Administrator (1 year of experience minimum required), • Offices near Horsham (Sussex), • Boutique IFA with 400 clients The business has grown organically since its inception 20 years ago with 2 Advisers and a full team of support staff and a senior paraplanner . They place exceptional customer satisfaction at the top of their priorities resulting in a very high rate of retention. Staff are encouraged to progress and develop as both professionals and individuals via ongoing CPD and industry exams which are funded by the business. They use a variety of platforms and analytical tools but use Xplan as their main back-office system. The Directors are creating a brand-new role for a Financial Administrator who will be responsible for conducting end to end administrat...

Paraplanner £40,000–£45,000 discretionary annual bonus Horsham A well-respected Wealth Management firm is looking to hire an experienced Paraplanner to join their growing team. You’ll be working alongside two existing Paraplanners, supporting a group of five advisers. Based in a lovely office near Horsham train station, the team works from the office, believing this fosters a strong, collaborative working environment. The firm prides itself on building long-term, trusted relationships with clients while providing exceptional financial planning services. You will be joining an established, friendly, and professional team where there is a genuine community feel across the business. They offer excellent support for professional development, including study support, and actively encourage career progression from within. Benefits: • Salary in the range of £35,000–£45,000 (depending on experience), • Discretionary annual bonus, • Death in Service cover, • Income Protection, • Pension scheme, • Relevant paraplanning experience (formal qualifications not essential, though Level 4 Diploma study is supported and encouraged), • Previous experience within an IFA practice, • Knowledge and understanding of FCA regulat...

• Paraplanner Vacancy (from either independent or restricted advice firm), • Boutique financial advice firm - Horsham offices, • Supporting established advisers 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 Paraplanner who will be responsible for the end to end technical work, working alongside 2 other paraplanners. The advisers are generating lots of new business via referrals from their exiting clients. The team are incredibly busy and need someone who doesn't need training and is an established paraplanner. You will have a broad range of knowledge across pensio...

• Paraplanner Vacancy (from either independent or restricted advice firm), • Boutique financial advice firm - Horsham offices, • Supporting established advisers 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 Paraplanner who will be responsible for the end to end technical work, working alongside 2 other paraplanners. The advisers are generating lots of new business via referrals from their exiting clients. The team are incredibly busy and need someone who doesn't need training and is an established paraplanner. You will have a broad range of knowledge across pensio...

A well-respected Wealth Management firm is seeking an experienced Paraplanner to join their team in Horsham.

We’re seeking a hands‑on Security Architect to lead the design and assurance of security across our Financial Advice & Wealth Management SaaS platform. This is a pivotal role where you’ll own the security architecture across cloud infrastructure and networking, drive secure‑by‑design appli

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

The company has ambitious plans for growth and is looking to invest significantly by appointing a Head of Financial Planning to expand the firm's wealth planning business.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Head of Corporate Solutions – Wealth Management - Salary £75,000 - £85,000 DOE + Excellent Benefits.

The existing Wealth Advisor earns over. Home-Based Wealth Advisor / Financial Advisor / Financial Planner – Thames Valley. Cameron James Professional Recruitment – Financial Services & Wealth Management Specialists.

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.Vere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious indivi

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

An exciting opportunity to join this top-tier Legal 500 and established Private Wealth team at Director level. The opportunity is within their Private Wealth team; you will be working with an established team of experts who specialise in trust and tax work, estate/will planning, and a broad range of

Recruit Wealth are delighted to be representing our national, award winning, financial planning & wealth management client.

Candidate Profile: Private Wealth Capital Formation. Skilled at providing strategic investment guidance to sophisticated private wealth stakeholders. Established and active network of institutional allocators and LPs; proven performance in cultivating institutional relationships across pension funds

Recruit Wealth are delighted to be representing one of the fastest growing, largest, national Financial Planning businesses in the UK, who are private equity backed for further growth and acquisition. Our client provides a truly holistic service across financial planning, wealth management, investme

Wealth & Asset Management Consulting Director. I'm working with an award winning, international consultancy, who are looking to build the leadership team of their growing Wealth & Asset management team in London. They work across wealth & asset management, investment management, pensions, and retail

The Wealth team specialises in high‑quality qualitative & quantitative research with wealthy audiences across different categories, with a particular focus on luxury and wealth management sectors. Global Head of Wealth | Market Research. Shape and implement a comprehensive global wealth strategy t

A leading events company in the UK is seeking an Event Sales Director to drive revenue across a portfolio of asset and wealth management events.

An international consulting firm is seeking a Consulting Director to lead their expanding Wealth & Asset Management team in London.

Our client is a UK Wealth Manager with an internal ACD structure seeking a board-level leader to head fund services and investment operations.

Candidates should have over 5 years of wealth management experience and relevant qualifications, offering a salary of £90,000 – £110,000 with performance bonuses.

Our clients Private Client (wealth) planning is a top tier department.

This will span the Private Wealth EMEA private banking and wealth management investor base for Blackstone’s closed-ended and open-ended funds across all asset classes. Private Wealth, Global Strategic Partnerships, Associate. Proactively support the team in building and maintaining home office rel

As a Wealth Manager you will have access to an impressive portfolio of wealth customers, growth potential, career progression, and an opportunity to bring your authentic self to a team that prides itself on making connections and building relationships. People-oriented individuals looking to build t

Chattertons Solicitors & Wealth Management is a leading "Top 200" Law Firm and provider of wealth management services, based in Lincolnshire and across the East Midlands. Chattertons Solicitors & Wealth Management is seeking a Personal and Business Dispute Resolution Solicitor/Chartered Legal Execut

A Wealth/Financial Planner with a minimum of 1 year’s experience of managing your own clients. Due to growth, we now have a number of opportunities for Wealth Planners to join our business providing independent financial advice to high-net-worth clients.

As a Wealth Adviser with Isio Wealth Planning, you will have a strong track record of working with high net worth individuals, with excellent financial planning, wealth consulting and technical skills, a commercial outlook and an entrepreneurial mindset. Were looking for an experienced Chartered F

Recruit Wealth are delighted to be representing one of the fastest growing, national Financial Planning businesses in the UK. Our client provides a truly holistic service across financial planning, wealth management, investment management and professional services. Recruit Wealth have supported this

Our services include wealth growth, pension building, tax management, property financing, risk protection, retirement planning, and wealth transfer. Headway Wealth aims to help individuals reach their financial potential by offering independent, unbiased financial advice. Headway Wealth guides clien

Titan Wealth is a fast-growing wealth management business, both in the UK and internationally. It has evolved a fairer, more efficient and effective business model, structured to deliver leading advice‑led wealth management services, giving financial advisers and their clients the best opportunity

A financial consulting firm is seeking a Financial Advisor / Wealth Manager to provide comprehensive wealth management advice.

Get notified about new Wealth Management Associate jobs in. Private Wealth Management, Interest Rate Strategist, Associate, London.

Be the expert and central point of contact on wealth management;. Build knowledge on industry developments, provider landscape and regulatory changes, to become the go-to person for all things Wealth Management related. Be knowledgeable of competitors in the Wealth Management sector.

Our Wealth and Personal Banking business supports millions of individuals, families, business owners, investors and entrepreneurs worldwide, providing products and services that include current accounts, credit cards, personal loans, mortgages, savings, investments, insurance and wealth management.

A well-established financial planning firm in West Midlands is seeking an ambitious Independent Financial Adviser to join their growing Private Client team.You will provide holistic financial advice across various areas and manage a well-established client portfolio.The ideal candidate should have a

Reporting to the Head of Wealth Planning, the Wealth Planner is responsible for the provision of financial planning advice to our clients. The Wealth Planner will be accountable for providing advice in all the main areas of financial planning, with a focus on retirement and estate planning. Responsi

A leading UK wealth-management firm is seeking an experienced Independent Financial Adviser to join its growing team.

A financial services firm is seeking an Onboarding Officer to manage the onboarding journey for clients.The role involves guiding clients through documentation requirements and ensuring compliance with investment standards.Ideal candidates will have experience in client onboarding or financial servi

A financial services company in Greater Lincolnshire is seeking a qualified Level 4 Paraplanner for a sales-focused position.The role involves identifying new sales opportunities and selling financial products to individual and corporate clients.A sales background and knowledge of the financial mark

Titan Pensions & Investments offers a market‑leading service, believing in financial advice for everyone, from those starting a financial plan from scratch to those who have accumulated significant wealth, with anyone in between. At Titan Wealth, we’re Creative, Collaborative, and Committed. But

My wealth Management Company is seeking a dynamic individual, that is motivated and driven.