Working closely with a diverse portfolio of clients from various sectors, you will be providing expert advice and be their main point of contact for the firm.
Perfect role for someone with an accounts or audit background within practice, seeking a change to a client facing role where you will be able to utilise your experience and expertise.
We are delighted to bring this exciting and varied role to the market with one of our most well-established clients.
My client is a well-established mortgage brokerage based in Surrey, and due to recent growth are looking for additional advisers to join their friendly team on a self-employed basis.
My client is a directly authorised, whole-of-market mortgage and protection firm based in Surrey, and has been helping customers for 20 years.
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.
My client is a Chartered Independent Financial advice firm based in Weybridge.
They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor.
They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion.
Client Accountant Weybridge - Hybrid is confirmed - Flexible working / part time working happy to chat
An independent firm of Chartered Accountants based in the Weybridge area is looking to recruit an Accountant for a newly created role within their business.
The Firm
The firm is facing and has a diverse client base located primarily in Surrey, London and some clients have International interests.