Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
Posted by Santander Consumer Finance • £25K/yr to £27K/yr
For our customers who are in financial difficulty, you will be more than just a friendly voice to answer their questions; you will be an attentive listener and problem solver too.
This role is extremely rewarding as you can assist customers with a simple query or be required to handle a more complex situation to help find a suitable solution to support their financial difficulties, whilst protecting their information through our GDPR and data protection guidelines.
You will be joining WTW as a senior actuarial student consultant with experience working on core UK defined benefit pensions actuarial work.
We work with a wide range of clients and your work may cover both trustee and corporate assignments.
As well as providing advice on regular valuations, accounting, PPF levies, individual calculations, and factor reviews, we often work alongside our clients on innovative, market-leading projects.