Are you passionate about financial services and thrive in a dynamic, collaborative environment?
We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
As a Retirement Planning Specialist, you will be introduced to clients from your fellow Financial Advisors, for clients who are requesting a significant withdrawal; are entering decumulation stage and want to undertake full retirement planning or wish to make changes to their retirement income strategy.
This employed Retirement Planning Specialist job in Weybridge provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
Posted by Page Personnel Finance • £40K/yr to £50K/yr
The Finance Manager (Commercial Property & Service Charge) role will report to the Finance Director in a team of 3, working for a well established family run business.
HYBRID: 1 day per week from home.
A very well established family run business based in modern offices in the Weybridge area, with free parking provided, and easy access via public transport.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
Posted by E Personnel Recruitment • £30K/yr to £35K/yr
Benefits: 25 Days Holiday, Company Pension Scheme, Employee Assistance Programme, PDI, Life Assurance, Cycle to Work Scheme plus Quarterly Commission.
HYBRID WORKING ONCE ONBOARDED/TRAINED
The Regional Credit Controller reports into the Service Regional Collections Manager and is responsible to conduct Collection activities, managing the debtors, ensuring timely payments are made, reconciling accounts, and resolving account queries, invoice disputes and aged debt recovery for regional customers.