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Job Title: Senior Client Accounts AssistantLocation: Becket House, WorthingBrand: LRGSalary: £29,000 OTEAbout Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 300 branches across England and Wales we have a reputation for perfection and delivering an outstanding customer experience. Investment in people is built into our culture, and there are opportunities for driven individuals to achieve their career aspirations within the company. Job Summary and key responsibilities We have an exciting opportunity within the LRG Client Accounts team for a self-motivated individual to take on a role as Senior Client Accounts Assistant in our new Landlord Support Team. Focussing on the customer journey from a client monies perspective, ensuring excellent customer service, and exceeding expectations, we are looking for a full-time member of staff, with knowledge of the current LRG Landlord customer journey and accounting processes.Key Responsibilities: <ul><li>Lead by example to deliver improvements to our Landlord Client Money journey<ul><li>Encourage a high performance culture, with a focus on understanding and delivering on Landlord needs and expectations from a client accounts perspective.</li><li>Promote excellent customer service to be at the core of all client transactions and interactions.</li><li>Build and maintain excellent relationships with Senior PM/Branch staff, and with Landlord Clients.</li><li>Drive collaboration with Client Accounts colleagues, and the wider business, to identify further improvement opportunities to Landlord's money movement experience</li><li>Working with the Acquisition team to facilitate a smooth transition of landlords into the business from both acquisitions and management takeovers.</li><li>Act as a first point of escalation for any accounts needing additional support, taking responsibility for investigating and resolving complaints relating to Client Accounts issues.</li></ul></li></ul><ul><li>Provide upskilling and support to improve the team's knowledge and the service they provide;<ul><li>Complete regular 1-2-1's with direct reports, providing feedback on performance, supporting growth and promoting development.</li><li>Identify areas of improvement through regular quality auditing and coaching.</li><li>Encourage regular communication within the team to drive a best practice culture.</li><li>Provide feedback to the Landlord Support Manager on improvement opportunities within the Client Accounts journey for Landlords.</li></ul></li></ul><ul><li>Offer support for more complex accounting queries from colleagues in Branches, relating to;<ul><li>Client Money Movement/Protection</li><li>Compliance and audits</li><li>Tax regulations</li><li>Non-resident Landlord processes</li></ul></li></ul>What are we looking for: <ul><li>Essential<ul><li>Passion for Customer Service / Client Accounts Experience</li><li>An ownership driven approach to problem solving </li><li>Excellent telephone manner and written vocabulary </li></ul></li></ul><ul><li>Desirable<ul><li>Accounts, Tax and/or finance experience</li><li>Experience of Lettings industry, PropCo, Reapit, and other Lettings systems </li><li>Excel skills </li></ul></li></ul>What we can offer you: <ul><li>Proven track record for career growth and advancement within the company </li><li>Market leading training and ongoing professional development </li><li>Supportive and collaborative team environment </li></ul>Benefits: <ul><li>Competitive base salary </li><li>Quarterly and yearly awards</li><li>Salary sacrifice pension scheme </li><li>Generous Holiday allowance, increasing by 1 day per year based on service with the option to purchase an additional 5 days holiday per year </li></ul>LRG are an equal opportunities employer and encourage candidates of all backgrounds to apply. We look forward to welcoming a dedicated individual to our team who shares our commitment to excellence in the Real Estate Industry. LRG does not engage the services of Recruitment agencies for the purpose of hiring. All job openings are managed directly by our Internal Recruitment team. We do not accept unsolicited CVs or candidate referral from Recruitment agencies, and any such submissions will not be considered.

Senior Client Accounts Assistant

Our client is one of the largest Chartered IFA firms in the country and are currently looking for an experienced IFA to join their Gatwick officeThe opportunity comes with full client portfolio with some great HNW clients, Leads, Paraplanning and Admin supportThis is a great opportunity even offering a generous bonus for just doing the job right in addition to a great bonus and benefits packageWe are looking for a successful and experienced Level 4 Dip (minimum) Financial adviser with a consultative approach to business Base to £75000 dependent on qualifications plus benefits and bonusFree parking on siteHybrid working option although you will need to be pretty local to Gatwick

Employed Independent Financial Adviser (IFA), Client Portfolio

Job Title: Senior IFA AdministratorLocation: Brighton (Hybrid)Salary: £32,000 + BenefitsThis is an excellent opportunity to join a well-established Wealth Management firm as a Client Relationship Manager, supporting Advisers and their clients to ensure a seamless, efficient, and compliant client experience.You'll manage your own portfolio of clients, working closely with Advisers, Paraplanners, and Client Support teams to coordinate client servicing, process new business, and maintain high standards of communication and administration.The Role:<ul><li>Prepare files and documents for meetings, ensuring all information is up to date</li><li>Process new business applications and liaise with providers to track progress</li><li>Support Advisers with illustrations, reports, and investment updates</li><li>Handle client queries professionally, keeping them informed throughout the process</li><li>Provide oversight and guidance to Client Support Administrators where needed</li><li>Ensure compliance with FCA and internal policies at all times</li></ul>The Required Skills &amp; Experience:<ul><li>Previous experience in a Financial Planning or Wealth Management environment</li><li>Strong understanding of financial products and regulatory requirements</li><li>Excellent organisational skills with a keen eye for detail</li><li>Proficient in CRM/back-office systems and Microsoft Office</li><li>Confident communicator, both written and verbal</li><li>A proactive, client-focused attitude and ability to work well in a team</li></ul>What's on Offer:<ul><li>Salary of £32,000 per annum</li><li>Hybrid Working (2 days in office)</li><li>25 days annual leave plus one well-being day</li><li>Pension via salary sacrifice</li><li>Death in Service (3x salary)</li><li>Supportive, professional, and collaborative team environment</li></ul>To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

Senior IFA Administrator

Role: Client Relationship ManagerLocation: Brighton, Hove (Hybrid working) Salary: £35,000Reference Number: 9982About the RoleRecruit UK is working on behalf of a respected wealth management firm to recruit an experienced Client Relationship Manager based in Hove.Reporting to the Regional Client Services Manager, this role is an integral part of the client service team, supporting Advisers in delivering exceptional client experiences and ensuring efficient management of client portfolios. You'll collaborate closely with Advisers, Paraplanners, and Client Service Administrators to oversee all aspects of client administration and communication.Key ResponsibilitiesClient Administration<ul><li>Manage a portfolio of clients, ensuring all records are accurate and up to date.</li><li>Prepare client files and supporting documentation for adviser meetings.</li><li>Handle client queries professionally and promptly.</li><li>Process new business applications for a wide range of financial products.</li><li>Liaise with product providers to ensure timely completion of applications.</li><li>Complete KYC and AML checks to meet compliance standards.</li><li>Maintain accurate client information and transactions within the CRM system.</li></ul>Documentation and Reporting<ul><li>Prepare illustrations and basic suitability reports from adviser recommendations.</li><li>Ensure all client documentation is accurate and submitted promptly.</li><li>Update client portfolios and systems following investment or policy changes.</li><li>Support paraplanners with data collection and research for financial plans.</li></ul>Leadership and Mentorship<ul><li>Provide guidance and support to Client Service Administrators.</li><li>Assist with staff training and act as an escalation point for complex cases.</li></ul>Client Relationship Management<ul><li>Maintain regular communication with clients throughout their journey.</li><li>Coordinate client review meetings and ensure follow-up actions are completed.</li><li>Build and nurture relationships with providers, platforms, and professional connections such as solicitors and accountants.</li></ul>Office Administration and Compliance<ul><li>Support the smooth day-to-day running of the office and administrative functions.</li><li>Handle correspondence and sensitive information securely.</li><li>Contribute to the improvement of internal processes and systems.</li><li>Ensure compliance with all regulatory and internal standards.</li><li>Assist with audits and compliance reviews where required.</li></ul>Experience and Skills Required<ul><li>Previous experience within an IFA or Financial Services environment.</li><li>Strong understanding of financial products, investments, and pensions.</li><li>Experience managing a client portfolio within a regulated environment.</li><li>Good knowledge of compliance, KYC, and AML processes.</li><li>Proficient in CRM/back-office systems.</li><li>Strong interpersonal and communication skills.</li><li>Experience leading or mentoring team members is desirable.</li><li>Excellent organisational and problem-solving abilities.</li></ul>Technical Knowledge<ul><li>In-depth understanding of investments, pensions, and financial planning products.</li><li>Awareness of administration and paraplanning processes across financial advice delivery.</li></ul>Benefits<ul><li>£32,000 Basic salary (Negotiable for highly experienced candidates)</li><li>Hybrid working (3 days from home a week) </li><li>25 days annual leave</li><li>1 Wellbeing Day</li><li>Pension scheme</li><li>Death in Service cover</li><li>Enhanced policy benefits</li><li>Study support provided</li></ul>If you are an experienced Client Relationship Manager seeking a new opportunity with a professional and supportive firm, Recruit UK would love to hear from you.About Recruit UK:As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a UK Wealth Management Firm in Brighton &amp; Hove on a Client Relationship Manager role.

IFA Administrator

Mortgage Adviser - Trainee Mortgage Adviser£26,000 Basic OTE £60,000 plus Career Growth &amp; CeMAP SupportAre you driven, ambitious, and passionate about helping people find their dream home? This is your chance to build a rewarding career as a Trainee Mortgage Adviser with full training, clear progression, and an outstanding earning potential. What's on Offer<ul><li>Basic Salary: £26,000</li><li>Realistic OTE: £60,000 plus</li><li>Schedule: 5 days per week (2 Saturdays off each month)</li><li>Benefits: 33 days holiday, holiday commission, birthday off, pension, life insurance, employee assistance, and a clear career path</li></ul>If you've passed CeMAP 1, we'll support you to become fully qualified- this is a genuine opportunity to learn, grow and build a long-term career in financial services. What You'll Be Doing<ul><li>Help clients secure the right mortgage and protection solutions</li><li>Provide expert advice tailored to each customer's needs</li><li>Build and maintain strong, long-term client relationships</li><li>Meet performance targets while delivering great customer outcomes</li><li>Ensure compliance with FCA regulations at all times</li></ul>Why You'll Love It Here<ul><li>Fast-paced, exciting environment with fantastic rewards</li><li>Regular incentives and competitions that celebrate success</li><li>Supportive, collaborative culture where your ideas are valued</li><li>Structured training and development to help you reach your full potential</li></ul>What We're Looking For<ul><li>Confident communicator with great people skills</li><li>Ambitious, motivated, and target-driven</li><li>Ideally, a full UK driving licence and your own vehicle</li><li>Passionate about property, finance, and helping clients achieve their goals</li></ul>This is more than just a job - it's the start of a career where your hard work is rewarded, your growth is supported, and your success is celebrated.Apply today and take the next step towards becoming a top-performing Mortgage Adviser!

Mortgage Adviser - Trainee

Salary: £75,000 basic, Year 1 OTE £100k+Location: Remote, Burgees Hill, West SussexIf you enjoy the client-facing side of financial advice but could do without the pressure of chasing leads or hitting rigid KPIs, this could be the perfect next step in your career.We're working with a well-established financial planning firm based in West Sussex that puts relationships at the heart of everything they do.This role is ideal for an advisor who wants to focus on helping clients, not cold calling or prospecting. You'll inherit a warm, fully serviced client bank and benefit from regular internal referrals. With full paraplanning, compliance, marketing, and admin support, you'll have the time and space to do what you do best - provide thoughtful, holistic financial advice.You'll receive a base salary of up to £75,000, with realistic earnings of £100k+ in your first year through a generous quarterly bonus scheme. The package also includes 25 days' holiday (plus bank holidays), a 5% employer pension contribution, death-in-service cover, and all business expenses reimbursed. You can work fully remotely or from an office if preferred - whatever suits your style.Day-to-day, you'll work closely with your clients, providing advice that supports their long-term goals. You'll continue to build strong relationships, identify new opportunities within your existing portfolio, and offer flexible meeting options - whether face-to-face or virtual.To succeed in this role, you'll need to hold a Level 4 Diploma in Regulated Financial Planning and have experience delivering financial advice and managing client relationships. If you're personable, ethical, and motivated by making a real difference to people's lives - this is the kind of firm where you'll feel right at home.For a confidential conversation, contact Jo at Financial Divisions.

Financial Advisor, Existing Client Bank, Burgees Hill, REMOTE, £75,000 basic, Year 1 OTE £100k+

An opportunity has become available for a Paraplanner in the Brighton and Hove area to join a growing financial planning firm that offer hybrid working and a superb working environment with fantastic career opportunities.They are looking for an individual that ideally holds their level 4 diploma and has experience as a Paraplanner as you will be supporting experienced Financial Planners and assisting them with a range of cases. Your role will include but will not be limited to: <ul> <li>To assist the Financial Planners in formulating the advice to the client, providing technical support and guidance where appropriate</li><li>Review client objectives ensuring they are clear, concise and achievable when compared against the client's financial circumstance</li><li>Provide research and analysis of investment funds and financial products, whilst considering the client objectives</li><li>Conduct fund research</li><li>Prepare financial plans, clearly outlining the client's current position, where they need to be and how they will get there</li><li>Preparation of fund switch and encashment letters according to advice provided</li><li>Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate source</li><li>Liaise with product providers/third parties regarding any technical queries</li></ul> The ideal candidate will: <ul> <li>Level 4 diploma qualified </li><li>Good understanding of the financial planning process</li><li>Strong interpersonal skills, both written and verbal communication</li><li>Customer service skills - providing an excellent service to the Adviser and client</li><li>Excellent planning and organisational skills</li><li>Ability to work effectively to deadlines</li><li>Accuracy and attention to detail to balance demands of role</li></ul> This is a unique opportunity for a Paraplanner in the Brighton and Hove area to join a firm where they offer hybrid working and a genuinely supportive environment. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.

Paraplanner

This is an exciting opportunity for an Actuarial Modeller to contribute to impactful projects within a well-recognised and respected organisation in central Brighton. The role involves applying actuarial expertise to design, maintain and manage models. Client Details The organisation is a well-known firm based in Brighton, with a focus on ensuring financial stability and regulatory compliance in Pensions. It offers a structured environment and opportunities to work on meaningful projects, whilst working on a very hybrid basis. Description As the Actuarial Modeller, your main responsibilities will include: <ul> <li>Develop and maintain actuarial models to support regulatory objectives.</li><li>Provide expert analysis and recommendations on financial risks and projections.</li><li>Collaborate with internal and external stakeholders to ensure accurate reporting.</li><li>Support decision-making processes through data-driven insights.</li><li>Review and refine existing methodologies to enhance efficiency and accuracy.</li><li>Prepare clear and concise documentation for internal and external stakeholders.</li><li>Ensure compliance with relevant regulations and standards.</li></ul> Profile A successful Actuarial Modeller should have: <ul> <li>A strong academic background in actuarial science, mathematics, or a related field.</li><li>Proven experience in actuarial modelling and analysis.</li><li>Knowledge of occupational DB and DC scheme arrangements (Not essential)</li><li>Skilled in building and validating complex models with Excel/VBA.</li><li>Proficiency in relevant actuarial software and tools.</li><li>An analytical mindset with attention to detail and problem-solving skills.</li><li>Excellent communication skills for stakeholder engagement.</li></ul> Job Offer <ul> <li>Competitive annual salary starting at £45,000 - £50,000.</li><li>Permanent position offering stability and career progression.</li><li>Opportunity to work on impactful projects.</li><li>Located in Brighton, offering a vibrant work-life balance.</li><li>Engaging and structured environment with collaborative teams.</li></ul> Take the next step in your career as an Actuarial Modeller by applying today!

Michael Page Finance

Actuarial Modeller

<ul><li>Financial Administrator</li><li>Offices near Horsham (Sussex)</li><li>Boutique IFA with 400 clients</li><li>£35k basic salary plus discretionary bonus</li></ul>The BusinessMy client are a boutique independent Chartered wealth planning firm with offices near West Grinstead/Horsham who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Sussex. In their current setup they manage the affairs of 400 clients with assets ranging greatly from basic cases up to £1m+ to invest. They give advice on pensions, investments, tax planning, cashflow modelling, retirement planning and protections etc. They have very longstanding relations stretching back 20 years.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 Role 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 the entire back-office function within the business. Duties will include but are not limited to: processing new business, ongoing client servicing, preparing meeting packs ahead of meetings, dealing with any incoming queries, general office administration, drafting LOAs and LOVs and ad hoc admin support to advisers when necessary. This role is suitable for a candidate with at least 1 year of wealth management administration experience, ideally 2+ years, but team fit will be crucial for this role. Full training will be provided and an induction to get you up and running.If this role sounds of interest or any other roles I am working on please get in touch.

Financial Administrator

Trainee Mortgage AdvisorSalary: £26k + OTE £45k +Location: BrightonHours: Mon- Sat (5-day week with 2 Saturdays off per month)To apply you must have a Full driving license and own transport.Are you a motivated individual with a passion for property, finance, and delivering exceptional client service? If you're keen to build a long-term career as a Mortgage Advisor and gain your CeMAP qualification, this is an excellent opportunity to join a well-established and expanding mortgage brokerage working in partnership with a leading chain of estate agents in Brighton.Responsibilities:<ul><li>Assist clients throughout their mortgage and protection journey, ensuring they receive the best advice and support.</li><li>Conduct comprehensive fact-finds to present suitable mortgage recommendations.</li><li>Work collaboratively with the estate agency team to generate new business and maximise lead opportunities.</li><li>Build and nurture strong client relationships to encourage repeat business and referrals.</li><li>Schedule and manage appointments efficiently.</li><li>Liaise with clients from initial enquiry through to mortgage completion.</li><li>Ensure full FCA compliance and adherence to company procedures.</li><li>Maintain accurate and up-to-date records on the CRM system.</li></ul>To apply for this role, you will have the following skills and experience:<ul><li>Self-motivated, professional, and confident communicator.</li><li>Either already studying towards CeMAP qualification or committed to achieving it.</li><li>Full UK driving licence and own transport.</li><li>Passionate about client care and delivering excellent customer service.</li><li>Previous experience in sales, customer service, or client-facing roles is highly desirable.</li></ul>This is a fantastic opportunity to join a reputable, supportive organisation that offers comprehensive training, structured career progression, and uncapped earning potential. To be considered for this role, please submit your CV today!

98 Private Banking Jobs in Burgess Hill, UK