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Client Relationship Manager - Wealth ManagementLocation: Hove (Hybrid Working)Salary: Up to £32,000 + bonus + benefitsWe are working with a leading national Wealth Management firm who are seeking an experienced Client Relationship Manager to join their established Hove office.This is an excellent opportunity for an experienced Financial Planning professional to take ownership of a client portfolio, working closely with Advisers and Paraplanners to deliver outstanding service and ensure clients receive the highest standard of ongoing support.The Role:<ul><li>Manage a portfolio of clients, acting as a key point of contact throughout their financial journey</li><li>Liaise with Advisers, Paraplanners, and Administrators to ensure advice is delivered efficiently</li><li>Prepare client files, meeting packs, and suitability documentation</li><li>Process new business, liaising with product providers and platforms</li><li>Maintain accurate client records and ensure compliance with KYC/AML requirements</li><li>Mentor junior team members and contribute to continuous improvement initiatives</li></ul>What We're Looking For:<ul><li>Previous experience within an IFA or Wealth Management environment</li><li>Good understanding of investments, pensions, and protection products</li><li>Experience using CRM/back-office systems such as Intelliflo or Xplan</li><li>Excellent communication, organisation, and relationship management skills</li><li>A proactive, client-focused mindset and attention to detail</li></ul>Package &amp; Benefits:<ul><li>Basic salary up to £32,000 p.a.</li><li>Hybrid working arrangement after probation</li><li>Discretionary annual bonus</li><li>Strong career development and progression opportunities</li><li>Supportive, collaborative team environment</li></ul>If you're an experienced Financial Planning Administrator or Senior Client Support professional looking to take the next step in your career, this is a fantastic opportunity to join a respected and growing firm with a strong reputation in the industry.Apply today to find out more.

Relationship Manager - Financial Planning

Harris Hill is delighted to partner exclusively with Turning Tides to recruit their new Finance Director. LOCATION: <ul> <li>Worthing Town Hall and occasionally to visit services across West Sussex.</li> </ul> CONTRACT: <ul> <li>Permanent, 37.5 hours per week. Flexible working patterns are available.</li> </ul> HYBRID WORKING: <ul> <li>2/3 Days a week is required in the office.</li> </ul> SALARY: <ul> <li>£70,000 per annum</li> </ul> CLOSING DATE: <ul> <li>Thursday 6th November at 12pm</li> </ul> INTERVIEW DATES: <ul> <li>First stage interviews: Tuesday 18th November (on -site)</li> <li>Second stage interviews: Monday 24th November (on-site)</li> </ul> Turning Tides provides a range of homelessness services to around 1000 people a year in West Sussex and has a turnover of £8m. This includes community hubs, outreach services and supported housing. We have a fantastic opportunity for a Finance Director to join our senior management team and shape the charity's strategic future and ensure it is financially secure and well managed. This comes at an exciting time as we are in the process of registering as a Housing Association. <ul> <li>Reporting to the Chief Executive, and additional responsibilities to the Finance and Audit Committee, and Board of Trustees.</li> <li>Overall responsibility and accountability for Turning Tides' finances, ensuring accurate and timely financial reporting and risk management that is compliant with all relevant accounting standards.</li> <li>Key SMT member, working collaboratively to ensure accurate forecasting and value for money is achieved, and provide review and challenge on expenditure, efficiency and effectiveness.</li> <li>Leadership of a well established finance team to include management of payroll, procurement, and companywide insurances.</li> <li>Ensuring that Turning Tides is compliant with financial aspects of the Regulatory Code for Social Housing providers and Housing SORP</li> <li>Continual process improvement and change management to create a cost-effective finance function to support the Charity.</li> <li>Oversee IT and risk management</li> </ul> About You <ul> <li>Qualified Accountant (ACCA, CIMA, ACA or CIPFA)</li> <li>Have a breadth of finance experience, including good working knowledge of creating strategic financial strategy and business plans</li> <li>Have a proven track record of effective leadership, including experience of managing small finance teams with turnover of around £8m</li> <li>Have experience of influencing and building strong relationships with senior stakeholders to include working with Board and Finance and Audit Committee</li> <li>Possess excellent IT skills and utilisation of Microsoft 365 applications, including Advanced Excel</li> <li>Strong analytical skills with proven experience of using data to support decisions, identify trends and challenge</li> </ul> Benefits <ul> <li>Flexible Working Considered: We recognise the importance of work-life balance and are committed to considering flexible working arrangements that suit your needs.</li> <li>Health Cash Plan: Gain access to a comprehensive health cash plan for contracted employees, ensuring you have the support you need for your healthcare expenses.</li> <li>Community Impact: Play a pivotal role in a community-led organisation with a profound mission, contributing to positive change and making a meaningful impact.</li> <li>Stakeholder Pension Scheme: Participate in our stakeholder pension scheme, securing your financial future with a valuable retirement savings plan.</li> <li>Healthcare and Life Assurance: Enjoy the security of a healthcare cash plan and life assurance, providing you and your loved ones with peace of mind.</li> <li>24/7 Wellbeing Support: Support for your wellbeing, offering valuable advice and money-saving resources.</li> <li>Local Discounts: Benefit from local discounts, including exclusive offers on gym memberships, promoting your physical and mental well-being.</li> <li>Generous Annual Leave: Enjoy up to 25 days of annual leave, with the potential for increases based on your service with us, providing you with the time to recharge and pursue personal interests.</li> </ul>

Finance Director

Trainee Mortgage Advisor Connells in Crawley offers structured and transparent progression opportunities - Competitive basic salary - OTE year one £40,000 realistic and achievable - Warm leads - Industry leading training - Agile and nimble IT systems What's in it for you as our Trainee Mortgage Advisor? <ul> <li>Full support and training provided to become CF1&amp;CF6 qualified and achieve CAS/RMA status.</li> <li>Up to 6 months spent in the residential business as a paid employee with dedicated study time to complete your mortgage qualification.</li> <li> Transparent and fair progression structure allowing you to forge a true career</li> <li>Highly skilled and experienced management team</li> <li>Competitive basic salary with a realistic year one OTE of £40k </li> <li>Central Admin Support and agile IT tools to help you succeed</li> <li> Supportive encouraging and rewarding environmen t - We invest in you!</li> <li>All expense paid trips for top achievers</li> </ul> Key responsibilities of a Trainee Mortgage Advisor: <ul> <li>Building relationships with the Estate Agency team through training and support</li> <li>Take part in regular team meetings to discuss best practice and build relationships</li> <li>You will conduct 2 to 3 appointments a day </li> <li>Providing advice on a range of products and services to meet your customers' needs</li> <li>You will also be attracting new customers and business whilst being motivated to achieve professional goals within a result-driven environment </li> </ul> Skills and experience required to be a successful Trainee Mortgage Advisor: <ul> <li> Resilient, positive and a friendly can do attitude</li> <li> Strong track record in generating new sale s and following through to completion</li> <li>Motivated to be successful</li> <li> Always doing the right thing by the customer </li> <li>Able to work under pressure and build strong alliances</li> <li> Attention to detail </li> <li>Good customer services skills</li> <li> Full UK driving licence </li> </ul> Connells Group, one of the largest and most successful estate agency and property services providers in the UK. Founded in 1936 and with a network or over 1,250 branches, the Group combines residential sales and lettings expertise with a range of services including new homes, mortgage services, surveying, conveyancing and more! Connells Group UK is an equal opportunities employer and positively encourages applications from suitably qualified and eligible candidates regardless of sex, race, disability, age, sexual orientation, transgender status, religion or belief, marital status, or pregnancy and maternity. MS02889

Trainee Mortgage Advisor

Our client is one of the leading National IFA firms in the country and they are looking for a number of office based IFA's to join the team The client will consider inexperienced Financial Advisers but you will need CAS status ideally or very close to it The client is ready to pay up to £60000 base plus comms with no validation. This salary would be for an experienced CAS adviser however they pay extremely competitively for the right people We will not take anyone who hasn't been a Financial Adviser so you must ne Level 4 Dip with experience although that experience could be limited We will consider advisers from banks and tied companies Ote £80000 All leads and clients provided No hunting for business This is your chance to join one of the largest Chartered IFA firms in the country

Financial Adviser, Office based will consider inexperienced, base to £60000

Our client is a major National IFA firm and they are currently in need of an employed IFA to join their team This is an office based role in Hove dealing with all clients both on the telephone and via video All leads and clients provided offering full financial planning and servicing to the client base Any necessary training will be provided however we are looking for competent individuals to join the team Base to £55000 plus a commissions package and great benefits OTE £70000+ You must be Level 4 Diploma qualified and hold CAS status We will consider St James's Place advisers or other Financial Planners

Employed IFA, All Clients and Leads, Hove based

Are you Level 4 qualified in Financial planning and looking for a chance in Financial Services? We are looking for successful advisers who have gained their Level 4 Diploma in Financial Services and are now looking for a chance within the sector The ideal person would come from a financial Services background such as a Mortgage Broker or BDM or even a Paraplanner who has gained their Level 4 Dip or very close to it This is a great chance to master your craft from 1st class training and join this lucrative industry. This role is giving full advice to clients by phone or digital but this is an office based role Please do not apply unless you can get to Brighton daily We may even consider someone who has gained their Level 4 and not from an FS background Base salary circa £38-40000 plus comms and a career path, also all future qualifications will be sponsored All leads, clients and necessary training provided Im also looking for experienced IFA's across Sussex and Surrey For more info call Jason at Astral

Trainee IFA, RARE opportunity Market leading co.

Our client is a successful multi branch IFA firm in Sussex and across the South East and they are currently looking to expand their IFA sales arm in Hove This is mainly an office baaed role assisting existing clients and new clients coming into the firm All leads and clients provided You will offer a phone and video based advice service Potential for 1 day from home after training and competency achieved This is a true IFA, not via a network The client is looking for experienced Level 4 Diploma qualified advisers and is looking to offer a base to £55000 plus discretionary bonuses and commissions on top of that ote £75000 This is a great opportunity in a Mon-Fri 9-5 set up Full benefits package on top of base This is a NEW to market opportunity and the client is ready to hire

Employed IFA, Client base, Leads generated, Multi branch IFA firm "NEW"

NEW to market Our client is a successful local Sussex based IFA business and they are currently looking for an experienced Paraplanner to join their team The client is happy to offer 2 days from home and 3 days in the office We need ideally fully qualified experienced Paraplanners who have ideally worked in an IFA environment You will be in a team supporting a successful IFA The client is happy to pay circa £38-46000 dependent on experience and qualifications maybe more for the right person which makes it one of the most competitive options in Sussex There is also a benefits package on top including 25 days holiday and Healthcare plus more This is your chance to join one of the market leading IFA firms in Sussex Please only apply if you are able to travel into the office on a regular basis Opportunities across Sussex Feel free to call Jason at Astral or send your CV

Paraplanner required, Established IFA firm , HYBRID working option Base to £46000

Job Title: Technical Sales Executive Location: Brighton area (Hybrid - 3 days office based) Hours: Full-time, Monday - Friday, 9:00am - 5:30pm Pay: £30,000 - £35,000 basic + commission (OTE up to £65,000 per annum) An excellent opportunity to join a growing technology company in the Brighton area. This role is ideal for a Computer Science graduate looking to move into a sales career or a 1st/2nd Line Engineer keen to transition into a more client-facing, commercial role. Benefits <ul> <li>21 days annual leave (rising annually up to 30 days) plus bank holidays</li><li>Hybrid working available after probation</li><li>Gym membership</li><li>Private health insurance</li><li>Free broadband connection after three months of service</li><li>Death in service insurance</li><li>Group income protection</li></ul> Requirements <ul> <li>Previous experience in a target-driven role or technical customer environment</li><li>Strong communication, negotiation, and relationship-building skills</li><li>Ability to explain technical concepts clearly and confidently</li><li>Tenacious and proactive approach with strong listening skills</li><li>Comfortable meeting clients face-to-face and online</li><li>Knowledge or interest in IT, networking, or cloud technologies</li><li>CRM experience and ability to manage sales pipelines</li></ul> Role <ul> <li>Drive revenue through upselling, cross-selling, and winning new business</li><li>Manage renewals and upgrades for existing clients</li><li>Identify and research new target markets and prospects</li><li>Liaise between clients and technical teams to deliver tailored solutions</li><li>Prepare proposals, quotes, and negotiate contract terms</li><li>Maintain accurate client data and forecasts within CRM systems</li></ul> If you're ready to combine your technical knowledge with a career in sales and join a forward-thinking business that values growth and innovation, please apply to this Technical Sales Executive role or call Jamie Watson at Clearline Recruitment on between 9:00am - 5:30pm.

160 Business Banking Sales Jobs in Burgess Hill, UK