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client manager paraplanner jobs in Horsham
Private Client Solicitor Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match. Location: Horsham (with a degree of hybrid working) An exciting opportunity has arisen for a motivated and skilled Private Client Solicitor to join a dynamic legal team. The role offers the chance to work in an innovative, technology-driven, and collaborative...
Job title: Private Client Solicitor Location: Horsham Salary: £45,000-£55,000+ DOE PQE Level: 1+ PQE Contract Type: Permanent Working Hours: Full-time Are you a motivated legal professional with expertise in private client law? This exciting role offers a chance to work with a dynamic, innovative team that values collaboration, exceptional service, and professional growth. Our client seeks...
Position: ParaplannerSalary: £40,000+Location: HorshamHours: Monday – Friday, 9am – 5 pm OnsiteBenefits: holiday, Pension, Death in service, income protection, bonus We’re looking for a meticulous and methodical Paraplanner to join a dynamic team and contribute to the delivery of high-quality financial strategies. As a Paraplanner you’ll work closely with a group of five financial consultants,...
A growing financial services firm in Horsham is seeking a qualified Paraplanner to support their Financial Planners. This role involves preparing financial plans, conducting research, and maintaining strong client relationships to ensure outstanding service. The ideal candidate will possess a Diploma in financial planning and have strong technical knowledge of the Financial Services Industry, as...
Paraplanner Location: West Sussex Work type: Hybrid (3 days in office, 2 days working from home) Salary: Up to £50,000 DOE Benefits: Full exam funding & support, salary increases with new qualifications About The Role We're seeking an experienced Paraplanner to join our Horsham office. This is a fantastic opportunity to play a key role in supporting our advisers and shaping the financial...
Paraplanner - Horsham We are seeking a detail-oriented and analytical Financial Paraplanner to support our team of 5 advisors in delivering exceptional client service and comprehensive financial planning. As a paraplanner, you will assist in gathering client information, analysing financial data, preparing reports, and developing recommendations to help clients achieve their financial...
A well-established firm of chartered accountants in Horsham seeks a Mixed Tax Manager to join their dynamic team. This role involves managing a diverse portfolio of clients, preparing tax returns, and providing tax planning advice. Applicants should have relevant qualifications and experience in corporate and personal tax, along with excellent communication and mentoring skills. The firm offers...
You will work cross-functionally, providing data, responding to queries, resolving exceptions, and ensuring all outputs are subject to effective controls and delivered within agreed KPIs and SLAs.
You will work cross-functionally, providing data, responding to queries, resolving exceptions, and ensuring all outputs are subject to effective controls and delivered within agreed KPIs and SLAs.
An established industry player seeks a Mixed Tax Manager to oversee a diverse client portfolio. This role involves managing tax returns, providing strategic tax planning advice, and mentoring junior team members. The firm prides itself on its strong client relationships and compliance with tax regulations. With flexible working options available, this position is ideal for someone looking to...
A financial planning practice in Horsham is seeking a qualified Financial Adviser to provide tailored financial advice to clients. The role involves assessing client needs, developing financial strategies, and ensuring adherence to industry regulations. Ideal candidates will have relevant qualifications, a successful track record in financial advising, and strong relationship management skills....
A reputable accounting firm in Horsham is seeking an experienced Practice Accountant to join their team. This full-time role involves managing year-end accounts, tax returns, and preparing management accounts for a variety of clients. The firm offers a supportive work environment with training opportunities and an excellent benefits package, including 25 days of holiday and free parking. If you...
High-value private client mattersCompetitive salary About Our Client This award-winning professional services firm has a long-standing reputation for excellence across the South East. Known for combining legal and financial expertise, they support individuals and families with tailored advice and long-term planning. Job Description The Senior Private Client Solicitor will be: Managing a...
Client Relationship Executive Salary: Starting at £30,000 per year, depending on experience, plus a yearly bonus based on company performance Hours: Monday to Friday, 9:00 am – 5:00 pm with a one-hour break A hands-on role focused on building strong client relationships, understanding customer needs, and supporting business growth. Our client is offering an opportunity for a Client...
A leading global investment manager is seeking a Client Reporting and Performance Manager in Horsham. This role involves leading a team for the delivery of precise client and investment performance reports. The ideal candidate will have extensive asset management experience, with strong leadership capabilities and a focus on operational effectiveness. They will be responsible for regulatory...
A financial services firm in Horsham is looking for an experienced Paraplanner to support advisers and enhance the financial planning process for clients. The successful candidate will prepare detailed financial plans, conduct comprehensive research on various financial products, and ensure compliance with regulations. This role offers a competitive salary up to £50,000 and full support for...
A reputable accountancy firm in Horsham is seeking a dedicated Accountant to deliver high-quality financial management and reporting. The role involves preparing year-end accounts, handling tax compliance, and building client relationships to establish a personal portfolio. The ideal candidate will be ACCA/ACA/AAT/QBE qualified with a strong background in SME accounting. This position offers a...
Type of Position: Paraplanner - Horsham Pay: £45k Paraplanner - Horsham Our client is looking for a talented Paraplanner to join their team. As a paraplanner you will support the firm's Financial Planners, creating and compiling quality financial planning reports and conducting research on financial strategies, plans and products Key Responsibilities: Support the Financial Planners in research...
Who we're looking for The role of Oversight and Client Operations Manager will primarily be focused on managing the day-to-day responsibilities of the Oversight and Client Operations Team. This role will involve leading the team responsible for Investment Restriction compliance management, ensuring effective pre and post trade mandate restriction monitoring – covering a wide range of products...
A global investment manager is seeking an Investment Performance & Client Reporting Manager to lead report production and ensure high standards in client communications. This role requires strong leadership and experience in asset management operations, focusing on operational efficiency and digital innovation. The successful candidate will mentor teams, manage stakeholder relationships, and...