Our client is looking for a Content Management and Project Executive to provide operational and administrative support to the Senior Project Manager, ensuring that the creation and implementation of new employee systems are effectively managed and rolled-out across the business.
My client are am independent wealth planning firm near Dorking/Reigate who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £1m with £500k being their average case.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
£60,000 to £65,000 £4-5,000 oncall / overtime, plus bonus excellent benefits and growth potential (fantastic employer) / Surrey or Hampshire - albeit 1, possibly 2 days per week in the office
The overall package is worth around £80-85k.
This role is a hybrid position and can be based in either their Dorking (Surrey) or Basingstoke (Hampshire) offices with the expectation of being in the office 4 - 6 times per month.
My client are am independent wealth planning firm near Dorking who offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across Surrey, Sussex, Kent and London.
The business offers advice on pensions, investments, tax planning, cashflow modelling, retirement planning, protections (both personal and business) and some esoteric schemes such as VTC & EIS schemes.
In their current setup they manage the affairs of 200 clients with assets ranging from £100k - £5m, with £500k being their average case.