Posted by Blakemore Recruitment • £50K/yr to £60K/yr
As a member of the paraplanning team, you will work collaboratively with the financial planners.
You will strive to deliver good outcomes for clients by analysing their needs, researching solutions and writing compliant and suitable recommendations that clients will value.
As a member of the paraplanning team, you will work collaboratively with the financial planners and compliance team to deliver quality and tailored financial planning services to clients.
Posted by Professional Placement (Southern) Ltd • £50K/yr to £65K/yr
I am working with a new client that has a new opportunity for an experienced and dynamic Financial Services professional to lead their Financial Planning administration Teams offering in a leadership role with direct line management and responsibility for delivery of the overall financial planning administration support.
Ensuring delivery of high quality service and advice to our clients whilst developing team members to support our clients and driving business performance.
This role is a hybrid role with regular visits to all sites.
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.
About the Role: As a Pensions Administrator with our client, you'll play a crucial role in managing client interactions and producing detailed reports.
This client, who specialises in the provision of financial advice for corporate and individual clients, has an exciting opportunity for an experienced Corporate Administrator to provide pensions, healthcare, and group risk benefit expertise to corporate clients.
You will need to develop professional relationships with each client and understand their needs and objectives.
The successful Corporate Administrator will need to clearly demonstrate a strategy for actively developing the pensions, healthcare & group risk business from clients by promoting existing lines of business, promoting / securing additional lines of business and by obtaining referrals for new corporate clients.
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical 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.