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.
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.
Please apply for this role as soon as possible as we will be interviewing applicants as they come in.
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).
The Service Support Administrator duties include
Effectively deal with key account service enquiries, advising and actioning accordingly.
Investment Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Requirements: Recent compliance/financial crime/AML experience within Financial Services/Banking
Role Snapshot: Working on 1st/2nd level reviews of AML transactional/sanction reports, undertaking & progressing KYC referrals, assisting with fraud & money laundering investigations
Office/WFH: Office based 1 day per week, the rest is WFH once training completed
Our well-established Dorking based client is a manufacturer of industrial equipment - they are currently looking to recruit a UK Sales 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.
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
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.