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Independent Financial Adviser - Burgess Hill At AFH, as we grow, we're looking for an experienced financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as a self-employed or employed adviser. In this role, you will understand your clients' current and future financial goals and formulate easy to understand financial strategies, guiding your clients to financial independence. This role offers home based / remote working with access to office locations if preferred. There is an expectation to attend face to face client meetings. Key Responsibilities as our Independent Financial Adviser will include: <ul> <li>Follow the Six-Stage Advice Process to build long term relationships and deliver excellent client outcomes</li> <li>Reviewing and responding to clients' changing needs and financial circumstances, keeping Introducers and clients up to date with new financial products, or changes to legislation that may affect their clients' pensions, savings, investments and financial plans</li> <li>Acquiring and developing new business from new/existing clients and professional introducers, via personal business planning, referrals and company lead generation programme</li> <li>Optimising the use of all marketing opportunities available, including via social media and networking with introducers and other professionals to develop new business</li> <li>Developing and maintaining good client &amp; introducer relationships through client meetings, seminars and continuous feedback to the team and contact centre</li> <li>Contacting corporate and individual clients to set up meetings, either within an office environment, in the clients' homes or business premises or virtually via Microsoft Teams</li> <li>Conducting in-depth reviews of clients' financial circumstances, current provision and future aims and objectives whilst analysing information, conducting research and preparing financial planning reports best suited to the individual clients' requirements covering all areas of advice</li> <li>Delivering accurate management information as requested</li> </ul> What we are looking for in our ideal Independent Financial Adviser: <ul> <li>Diploma in Regulated Financial Planning (or FCA approved equivalent) and to maintain CF30 status in accordance with the FCA regulations</li> <li>Clear demonstration of a client centric approach with a well presented and articulate manner and dedication to doing the right thing for our clients</li> <li>Excellent interpersonal skills, approachability, and professionalism. Harnessing IT skills to embrace the new virtual/digital ways to communicate with clients</li> <li>Experience in networking and attracting new clients through business development and effective business planning to grow a client bank and building relationships with affinity groups, business owners, entrepreneurs, professional and retail clients</li> </ul> Benefits as an Independent Financial Adviser at AFH: <ul> <li>Support to build your client base and future value</li> <li>End to end in house client journey and back-office support with full DIS, Admin and Paraplanning support</li> <li>Client centric proposition and trusted brand reputation with compelling values and ongoing learning and development culture</li> <li>AFH Platform to deliver efficient and cost-effective solutions</li> <li>Established Practice Buy Out option on exit</li> <li>Consultative marketing support</li> <li>IT technology through XPlan our POS system</li> <li>Administration Support</li> </ul> With over 30 years of experience and more than 200 accredited advisers nationwide, AFH is one of the UK's leading independent financial advisory firms. If you or anyone that you know are interested in becoming a part of our growing community as an Independent Financial Adviser, get in touch and click 'APPLY' today or email us via . We look forward to hearing from you! JBRP1_UKTJ

Independent Financial Adviser

Senior Independent Financial Adviser Empowering Financial Futures - UK wide locationAre you an experienced Financial Planner passionate about helping clients achieving their financial dreams? Do you thrive on building long-term relationships and providing tailored advice that drives meaningful results? If so, we want to hear from you!About UsWe are working with aprivately owned Independent Financial Adviser who is growing the business across the UK to deliver exceptional financial planning and advisory services to individuals, families, and businesses. Their team is built on integrity, innovation, and a relentless drive to create value for our clients. With a supportive and collaborative structure (including full administration and paraplanning), they offer their advisers to the ability to excel while maintaining a healthy work-life balance.The RoleAs a Senior Financial Adviser, you will play a pivotal role in delivering expert financial guidance and strategic planning services to a diverse client base. This position is ideal for a professional who combines technical expertise with a people-first approach, ensuring clients feel confident and secure in their financial journey.Key Responsibilities<ul><li>Build and maintain strong client relationships, acting as a trusted adviser for their financial needs.</li><li>Conduct comprehensive financial reviews to develop bespoke strategies, covering investment management, retirement planning, tax efficiency, and estate planning.</li><li>Stay ahead of market trends and regulatory changes, ensuring clients receive timely, informed advice.</li><li>Identify opportunities to grow the client base through referrals and networking.</li></ul>What Were Looking For<ul><li>Proven experience (5+ years) as a Financial Adviser, Wealth Manager or Investment Manager.</li><li>Professional qualifications ideally seeking those with Level 6 CII, CISI or LIBF or individuals working towards attainment </li><li>Exceptional interpersonal and communication skills, with the ability to simplify complex concepts for clients.</li><li>A proactive mindset, with strong analytical and problem-solving abilities.</li><li>A solid understanding of financial products, services, and industry regulations.</li><li>A results-driven attitude with a commitment to ethical practices and client satisfaction.</li></ul>Why Join ?<ul><li>If you are frustrated with discretionary bonus earnings then this fully employed offering including competitive salary and formulaic bonus structure may appeal.</li><li>Full administration and paraplanning support enabling you to focus on delivering client relationships and new business </li><li>Access to a broad range of financial products and resources to support your success.</li><li>Ongoing professional development and opportunities for career progression.</li><li>Flexible working arrangements to promote work-life balance.</li><li>A dynamic, inclusive environment where your expertise and input are valued.</li></ul> JBRP1_UKTJ

Independent Financial Advisor

Area Sales Manager / Sales Engineer / Business Development Manager required to join a global leading mechanical engineering provider. The successful Area Sales Manager / Sales Engineer / Business Development Manager will work fully remote, responsible for new business development and key account management covering areas such as Glasgow, Edinburgh and Newcastle selling products such as pumps, valves, flow control, filtration, fittings, and other associated mechanical engineering products. The Area Sales Manager / Sales Engineer / Business Development Manager will ideally have experience selling, servicing or managing accounts of a mechanical engineering product such as compressors, pumps, valves, plant equipment, pneumatics, hydraulics, rotating equipment, MRO bearings, motors, gearboxes, mechanical machinery, power tools, industrial systems, automation products or similar. Full product training provided. Package <ul><li>£40,000-£45,000 depending on experience</li><li>Bonus</li><li>Company car</li><li>25 days holiday plus bank holidays</li><li>Phone, laptop plus additional benefits</li></ul> Area Sales Manager / Sales Engineer / Business Development Manager Role <ul><li>Responsible for new business development and key account management covering areas such as Glasgow, Edinburgh and the North East selling products such as pumps, valves, flow control, filtration, fittings, and other associated mechanical engineering products.</li><li>Operate in a variety of industrial engineering industries including automotive, filtration, food &amp; bev, metals, oil &amp; gas, and similar other industrial / mechanical engineering industries</li><li>Maintaining new mechanical engineering sales with demonstration, exhibition, and negotiation to achieve targets.</li><li>Liaise with various engineering departments.</li><li>Fully remote covering the West Midlands and Northwest of the UK</li></ul> Area Sales Manager / Sales Engineer / Business Development Manager Requirements <ul><li>Experience as a Key Account Manager, Account Manager, Area Sales Manager, Sales Engineer, Business Development Manager, Technical Sales Engineer, Sales Representative or similar within mechanical engineering.</li><li>Internal Sales Engineers looking to progress into an external role would also be of interest.</li><li>A technical engineering qualification, Apprentice trained, HNC, HND or Degree would be advantageous.</li><li>Experience selling, servicing or managing accounts of a mechanical engineering product such as compressors, pumps, valves, plant equipment, pneumatics, hydraulics, rotating equipment, MRO bearings, motors, gearboxes, mechanical machinery, power tools, industrial systems, automation products or similar.</li><li>Full clean driving license.</li><li>Willingness to travel across Scotland &amp; North East</li></ul> JBRP1_UKTJ

Area Sales Manager

Inside Sales Account Representative German SpeakingWe are a global leader specialising in enterprise mobile computing and barcode printing technology. Our hardware and software solutions are used in industry sectors including retail, transportation and logistics, manufacturing, health care and more.We are now growing our Inside Sales team in Central London and are recruiting for a German speaking colleague to take on the role of German Inside Account Representative. You will be responsible for named customer accounts and quota ownership and be involved in prospecting, managing the end-to-end sales cycle and closing business from our Regional Inside Sales Hub. This role will include dedicated engagement with customers via phone, email or other virtual channels in order to manage customer accounts and relationships across customer personas. This is an office based role all 5 days a week. We can offer an attractive package including base salary of £40,000, generous commission scheme, reward and recognition scheme and more. We invite applications from fluent German speakers with the following attributes: <ul><li>Ability to developing new business and managing named accounts</li><li>2 years experience in B2B sales</li><li>Fluent in German language - is a must</li><li>Experience with working towards set quota</li><li>Strong communication skills and determination to acquire and win new business opportunities</li></ul> JBRP1_UKTJ

German Inside Sales Representative

Sales Engineer / Regional Sales Manager / Business Development Manager required for a global engineering manufacturer. The successful Sales Engineer / Regional Sales Manager / Business Development Manager will work fully remotely and be responsible for developing new business opportunities and providing technical tooling solutions across Northern Ireland with a large focus on the Belfast area selling CNC Cutting tools, solid carbide drills, standard carbide drills, head drills, milling cutters, reamers used for CNC machining and metal-cutting. The Sales Engineer / Regional Sales Manager / Business Development Manager must have a technical background in mechanical engineering, precision engineering or CNC machining and ideally have sold CNC cutting tools, machine tools or other related products in precision engineering. Package: <ul><li>£45,000 - £55,000</li><li>Commission structure</li><li>Company car</li><li>25 days holiday plus bank holidays</li><li>Additional benefits</li></ul>Sales Engineer role: <ul><li>Develop new business opportunities and provide technical tooling solutions across Northern Ireland with a large focus on the Belfast area selling CNC cutting tools, solid carbide drills, standard carbide drills, head drills, milling cutters and reamers used for CNC machining.</li><li>Manage relationships with key clients across Northern Ireland to increase sales.</li><li>Liaise with various engineering departments.</li><li>Manage an entire sales pipeline from lead generation to the final sale through a CRM system.</li><li>Remote position covering Northern Ireland</li></ul>Sales Engineer Requirements: <ul><li>Prior experience as a Sales Engineer, Technical Sales Engineer, Area Sales Manager, Regional Sales Manager, Key Account Manager, Applications Engineer or similar within precision engineering or CNC.</li><li>Technical background in mechanical engineering, precision engineering, CNC or a related field.</li><li>Full UK Driving Licence.</li><li>Willingness to cover Northern Ireland</li><li>Ideally located in or within commutable distance to Belfast, Northern Ireland.</li></ul> JBRP1_UKTJ

Sales Engineer

Technical Sales Executive - Interesting and varied technical sales role for this high-tech component and systems manufacturer that involves driving sales growth by identifying and engaging suitable Original Equipment Manufacturers (OEMs). If you possess a solid technical understanding of high-tech manufacturing and a natural sales drive this could be a very interesting career move.Key Responsibilities:<ul><li>Identify and target suitable OEMs for our high-tech components, developing tailored sales strategies that resonate with their needs.</li><li>Develop and implement effective sales campaigns to promote our product offerings.</li><li>Deliver outstanding customer service by ensuring existing clients needs are met with precision and timeliness.</li><li>Utilise your technical expertise to provide in-depth product knowledge and support to clients.</li><li>Engage in international travel to foster relationships with OEM partners, distributors and to attend industry functions. (approximately 6 time a year)</li><li>Collaborate with internal team members to provide comprehensive client support and sales offering including presentations and webinars</li><li>Build and maintain strong relationships with key OEM stakeholders to drive sales and business growth.</li></ul>Key Skills and Experience Required:<ul><li>Experience in sales with a specific focus on OEMs and technical products.</li><li>Strong customer service orientation with the capacity to understand and meet the unique needs of OEM clients.</li><li>Technical understanding of manufacturing and mechanical systems and confidence to explain and present technical information remotely and face 2 face.</li><li>Willingness and ability to travel internationally for client engagements and industry events.</li><li>Collaborative and supportive team player who thrives in a dynamic, fast-paced environment.</li><li>Excellent communication and interpersonal skills, with the ability to build rapport with OEM stakeholders.</li><li>Degree level qualification in science, Mechanical Engineering or relevant professional experience</li><li>Fluent in English, (any additional languages can be an advantage)</li></ul>Why Join Us?<ul><li>Be part of an innovative team at the forefront of their industry.</li><li>Flexible daily start and finish times over a 37hr week</li><li>Excellent salary, bonus and benefits package. (n.b. Salary range only discussed on application at client request)</li><li>Opportunities for professional growth and development.</li><li>Engage with a diverse and international network of OEM clients and industry leaders.</li></ul>We are looking for motivated and skilled professionals looking to advance their career and make a significant impact in the OEM space for high-tech system components.This is a permanent job with a starting salary depending on experience. You must have current UK right to work to be considered. HRGO are a recruitment agency supporting UK Manufacturing. We aim to respond to all applications. JBRP1_UKTJ

Technical Sales Executive

Oakley Recruitment is working in partnership with an expanding organisation based in Warwick. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis Culture and Environment Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel. Personality The ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery. Reward<ul><li>23 days holiday including bank holidays, increasing in length of service to 25 days</li><li>Contributory pension</li><li>Sick pay probation (4 weeks)</li><li>Life insurance</li><li>Virtual doctor and mental health appointments</li><li>Salary sacrifice</li><li>Employee Assistance Programme</li></ul> Job Role:<ul><li>Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability report</li><li>Assisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectives</li><li>Assisting in the preparation of tax calculations where necessary</li><li>Ensuring information collected and collated about (and from) the client is in accordance with the principles of know your client and company policy</li><li>Ensuring all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation</li><li>Preparing suitability reports and recommendations for approval by the Financial Planner, preparing associated accompanying documentation for client to sign</li><li>Ensuring client declaration and signed authorisation is on any advice piece before anything transactional occurs</li><li>Conducting fund research and analysis using FE Analytics in support of Financial Planner recommendations as well as other software systems such as Selectapension for pension switch business, Conquest for Cashflow reporting producing comprehensive cashflow reports for relevant clients and reviews (software systems available as at 2025)</li><li>Ensuring suitability report templates updated and compliant with regulatory/tax year change</li><li>Maintaining a suitability reports template library for use across the hub</li><li>Collating and maintaining up to date Due Diligence research on funds, providers, platforms</li><li>Preparing monthly Cumulative return tables and communicating these effectively to the Financial Planners, Team Leaders</li></ul> Skills and experience:<ul><li>Minimum 2 years experience in a Paraplanning role at an IFA firm</li><li>DipPFS qualified or equivalent Level 4 qualification</li><li>Team working and collaboration</li><li>Planning and Prioritising</li><li>Ability to work effectively and efficiently</li><li>Using IT software systems</li><li>Adhering to Operational and business processes</li><li>Demonstrate honesty and integrity</li><li>Adaptability, enthusiasm and dependability</li><li>Personal commitment</li><li>Ability to achieve agreed outcomes without supervision</li></ul> Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required, as part of your interview process. JBRP1_UKTJ

Paraplanner

Retail Bureau Manager (Store Manager) Hours: 30h per week Location/s: Hastings Responsible for: A small team of Retail Colleagues. Lead the Way as a Retail Bureau Manager Are you a natural leader who thrives in a fast-paced, customer-focused environment? Do you have a passion for retail, financial services, and driving performance? At eurochange, our Bureau Managers don't just manage branches - they inspire, empower, and set the standard for delivering exceptional service. As a Bureau Manager, you'll be at the heart of our retail FX business, leading your team to success with outstanding leadership, commercial acumen, and a commitment to making every customer's experience seamless and memorable. From hitting sales targets and ensuring compliance to building a motivated, high-performing team, you'll play a key role in bringing our purpose to life. What you'll be doing on a day-to-day basis <ul> <li>Own the performance of your branch, driving revenue and profitability through excellent customer service and strong sales strategies</li> <li>Inspire and coach your team to deliver personalised, engaging experiences for every customer</li> <li>Build lasting relationships with customers, understanding their travel needs and matching them with the right products</li> <li>Actively promote our full range of services to help customers make their travel money experience better, simpler, and more convenient</li> <li>Act as the first point of contact for customer queries and complaints, resolving them quickly and professionally</li> <li>Lead by example in delivering our eurochange sales framework and maintaining our high standards</li> <li>Ensure full compliance with AML, KYC, and company procedures, upholding our reputation for integrity and trust</li> <li>Conduct regular cash reconciliations and audits to manage risk and minimise losses</li> <li>Analyse branch KPIs and performance data to identify opportunities for improvement</li> <li>Train and mentor your team to grow their skills, confidence, and careers</li> <li>Manage operational excellence by keeping your branch organised, secure, and compliant with all regulations</li> <li>Collaborate with peers, Regional Managers, and Support Centre teams to share insights and drive success across the wider business</li> <li>Proactively seek opportunities to innovate and improve processes that enhance the customer experience.</li> </ul> Our Leadership Behaviours As a Bureau Manager, you'll be expected to: <ul> <li>Lead by example, embodying eurochange's values in every interaction</li> <li>Communicate clearly and confidently, ensuring your team knows what's expected and feels supported</li> <li>Empower your team to make decisions, solve problems, and take ownership of their performance</li> <li>Recognise and celebrate success, motivating your team to achieve and exceed their targets</li> <li>Demonstrate resilience and adaptability in a fast-paced retail environment</li> <li>Foster a positive, inclusive workplace where everyone feels valued and can thrive</li> <li>Give and receive feedback openly and constructively, always looking for ways to improve</li> <li>Stay commercially aware, understanding how your decisions impact the branch and the wider business</li> </ul> The Stand-Out Qualities to Be Part of <ul> <li>Proven experience leading teams in a retail, banking, or financial services environment</li> <li>A commercial mindset with a track record of meeting and exceeding sales targets</li> <li>Strong leadership skills with the ability to motivate, coach, and develop others</li> <li>Financial acumen, including managing budgets, cash handling, and risk controls</li> <li>Knowledge of AML, KYC, and financial compliance standards</li> <li>A passion for customer service and relationship building</li> <li>Excellent communication, problem-solving, and organisational skills</li> </ul> Our Perks Are Out of This World! <ul> <li>Colleague Rate on Travel Money</li> <li>28 days holiday (inclusive of bank holidays)</li> <li>High Street Discounts</li> <li>Free 24/7 Virtual GP service for you and your family</li> <li>Cycle to Work Scheme</li> <li>Employee Wellbeing &amp; Financial Support through Retail Trust</li> <li>Employee Assistance Programme - because you matter!</li> <li>Wagestream - access your earned wages when you need it</li> <li>Recognition Awards for outstanding service</li> <li>Additional holiday entitlement after 1 year</li> <li>Life Assurance</li> <li> and much more!</li> </ul> Our Vision To be the UK's go-to travel money provider, adding value to every customer's journey. Our Purpose Foreign exchange but better, simpler &amp; more convenient. We're the trusted inspirational experts. Our Values We Strive We Trust We're Aspirational We're Responsible We're Sincere JBRP1_UKTJ

Retail Bureau Manager

Internal Technical Sales EngineerAn exciting opportunity has arisen for an Internal Technical Sales Engineer to join this leading measurement solutions provider based in the Northants area, working on a Hybrid bases.My client is part of a world leading organisation specialised in the development and production of solutions to a variety of industry sectorsDue to continued growth, they are seeking an Internal Technical Sales Engineer to be responsible for supporting the sales of a wide range of industrial sensors solutions into a broad variety of OEM market sectors to include Automation, Process/Packaging, Medical, Aerospace, Defence, Marine and Oil &amp; Gas.Key skills required for Internal Technical Sales Engineer for this Northants based company:<ul><li>Previous internal sales experience ideally within the industrial sensors market.</li><li>Technical bias in Mechanical or Electrical Engineering with recognised qualifications preferably.</li><li>Good interpersonal &amp; communication skills.</li><li>Team player.</li><li>Able to liaise with contacts at all levels.</li><li>Previous experience of using CRM system essential</li><li>Computer literate; proficient in the use of Excel, Word and PowerPoint.</li><li>Excellent verbal and written skills.</li></ul>The position is for an Internal Technical Sales Engineer coming from a technical background supporting the sales of industrial sensors into a broad range of market sectors. It also affords you a Hybrid working patternAPPLY NOW! To apply for the Internal Technical Sales Engineer role based in Northants, please send your CV to , or for more information contact Mike Belmar on or . JBRP1_UKTJ

71 Banking Jobs in Eastbourne, UK