Its an exciting time in the Finance department with the implementation of a new finance system (Iplicit) that will be rolled out to all staff around the globe.
Summary of Position
Please apply for this role as soon as possible as we will be interviewing applicants as they come in.
Reed Specialist Recruitment are proud to be representing one of the UK's largest financial networks, who are looking for a new Financial Advisor to help service their clients directly, working out of their head-office in Horsham.
Main Duties and Responsibilities
To promote our policy of delivering Client Best Interest outcomes.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning.
We are currently working with a not-for-profit housing provider with properties across Surrey and helping them find suitable candidates for a temporary Income Officer.
This role is paying between £22-25 per hour via Umbrella company depending on experience.
The role is full time, initially a 2-month contract, and would be covering a patch of properties across Surrey.
Effectively deal with key account service enquiries, advising and actioning accordingly.
General
Our well-established Dorking based client is a manufacturer of industrial equipment - they are currently looking to recruit a Service Support Administrator to support the sales & service team with timely and efficient administration.
The ideal candidate must have excellent communication and organisational skills and ideally have an understanding of SAP (although full training will be given).
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £1m with £500k being their average case.
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.
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.