This role is essential in supporting our Financial Planners and ensuring our clients receive tailored, high-quality financial advice.
As part of our their continued growth, they are seeking a skilled and detail-oriented Paraplanner to join our team.
We are thrilled to be working with a dynamic financial advisory firm based in Woking, dedicated to providing top-tier financial planning and wealth management services to valued clients.
Posted by E Personnel Recruitment • £30K/yr to £35K/yr
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.
Benefits: 25 Days Holiday, Company Pension Scheme, Employee Assistance Programme, PDI, Life Assurance, Cycle to Work Scheme plus Quarterly Commission.
Assist Enstar management team to develop and generate standard operational and client data to proactively monitor and manage claims and perform data culling and analysis to support current and future business needs including migrations of new clients.
Enstar is a leading global insurance group that delivers innovative insurance solutions through our network of group companies.
Overview
We are now looking for an eager candidate to join us as an apprentice.
If you are a detailed-orientated professional with a passion for financial planning and client service, we'd love to hear from you!
We are thrilled to have partnered with a well established independent financial advice firm who are actively looking to expand their support team!
Our client has built themselves a brilliant reputation within industry, and pride themselves on providing bespoke advice and wealth planning expertise to their clients across the UK.
We are currently looking for a Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency, who are looking for a Mortgage and Protection Advisor to join their busy team in the Guildford area also covering the Grayshott area.
The successful candidate will provide excellent customer service with the ability to hit targets.
This is an extremely fast-paced office with excellent earning potential and leads will be provided by the Estate Agency team.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
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.
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.