financial planning manager jobs in Lancing

You will work alongside our knowledgeable Paraplanners and Financial Planners to manage clients with significant portfolios through the provision of specialised administration and handling complex transactional work.

You will also assume the role as a subject matter expert within the team and support others with their learning.

You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as 'a go-to' person in your team.

You will take responsibility for:

You will be eager to contribute, share, coach others, and embrace your role as a 'go-to' person for our Associate Client Executives.

You will lead the design and delivery of inclusive, multi-channel engagement strategies that support both capital delivery and strategic planning.

You will work closely with colleagues across Southern Water and with external partners to ensure our communications are proactive, consistent and accessible to all audiences.

A leading water consultancy in Worthing is looking for a Planning and Development Coordinator to join their team permanently. In this role, you will collaborate with internal teams and external partners, manage pre-planning inquiries, and conduct odour consultations. Strong analytical skills and a customer-centric approach are essential for success. This position offers a salary up to £30,000 and...

Want to join a modern professional services firm as an Assistant Financial Controller and boost your career? Join an inspiring business, be part of an expert team, and continue to learn and progress. Working with the existing FC and FD, you'll strengthen a successful finance function for an award-winning group of companies. Offering a great salary and benefits package, hybrid working, and a...

We are seeking a dedicated and highly organised Sales Support Executive to join our growing team within the equipment leasing sector. This position is central to the smooth operation of both our order fulfilment and sales functions. It requires a confident communicator, a detail‐oriented administrator, and a proactive relationship builder. The successful candidate will play a key role in...

Associate Project Manager Join to apply for the Associate Project Manager role at Turner & Townsend . Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people's lives. Working in partnership...

You will have Senior management responsibility for the operations department of the company, driving profitability and productivity through careful cost management and implementation of more efficient processes.

You will have full oversight of warehousing (goods in/out) & logistics, IT & systems, health and safety, supply chain, customer service, fleet and facilities management.

You will be organising and coordinating hospitality – alongside leading the team to ensure tasks are appropriately allocated and food preparation activities are delivered using standard recipes and in line with Aramark brand standards

You will be set up for success if you have:

About the Role: We’re seeking an experienced Business Development Executive to promote leading-edge printing and document management systems. You’ll help businesses transform how they print while building a rewarding revenue stream for yourself. Perks & Benefits: - Earn 75% on every sale, plus 50% profit share on all recurring service contracts. - Total flexibility—set your hours and work...

About Turner & Townsend Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources, we transform together delivering outcomes that improve people's lives. Working in partnership makes it possible to deliver the world's most impactful projects and programmes...

There has never been a better time to join our organisation as we build towards a greener future, tackling climate change, minimising our environmental impact and reducing our carbon footprint! Job Overview To provide high quality environmental legal services to Southern Water to enable delivery of various capital, operational and infrastructure programmes, particularly those matters relating to...

You will be empowered to take on new tasks, develop specialist knowledge and establish yourself as 'a go‐to' person in your team. We are seeking someone who has gained some experience working in financial services (2+ years) and is motivated by delivering high-quality work.

A leading financial services firm in Worthing is seeking Financial Planning Administrators to provide specialised administration support and maintain client relationships. This hybrid role involves managing client documentation, addressing queries, and collaborating with financial professionals. Candidates should have a minimum of 2 years' experience in financial services, possess strong client...

The opportunity We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. We are aiming for individuals to be located within a manageable commutable distance of the following offices, Edinburgh, Leeds, Manchester, Nottingham, London, Cambridge, Worthing/Chichester or Marlow. We operate hybrid working enabling home and office...

A financial services firm in Worthing is seeking a motivated Financial Planning Administrator (Client Executive) to join their team. In this role, you will provide specialized administration support, maintain excellent client relationships, and collaborate with Paraplanners and Financial Planners on diverse client cases. The ideal candidate will have over 2 years of experience in financial...

You will provide high-quality legal advice, manage risks, and draft legal documents while collaborating across various functions. The role offers a hybrid work model, competitive salary, and benefits including a generous pension and annual leave. Join a company committed to legal excellence and career development opportunities.

A leading financial services firm in Worthing seeks a Senior Financial Planning Administrator to enhance client experiences and manage complex portfolios. Candidates need at least 3 years of relevant experience and an ability to build strong relationships. This role involves client service, documentation management, and training others within the team. Hybrid working is supported, along with...

Opportunity We are delighted to be growing our team further and are now looking for Associate Financial Planners to join our Planner Academy. We aim for individuals located within commutable distance of Edinburgh, Leeds, Manchester, Nottingham, London, Cambridge, Worthing/Chichester or Marlow. We operate hybrid working, enabling home and office balance, and connecting with colleagues. Programme...

A financial services firm is looking for Associate Financial Planners based in the UK. This role involves delivering financial plans and advice, maintaining high client service standards, and developing professional skills in a hybrid working environment. Candidates must have passed the CII R01 and R05 exams prior to joining the Planner Academy. Benefits include up to 30 days of holiday, private...