Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
About the Company
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
This role will make a significant contribution to the success of the Surrey Pension team.
Operating with a degree of professional independence and autonomy the role will predominantly undertake operational work with some project-related work (the mix will vary according to the nature of the work).
Reporting to the Head of Change Management you will be responsible for embedding best practice change management.
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on an Administrator to provide client-facing, technical administrative support to the corporate consultants.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.