We're partnering with a with a global financial services institution that are embarking on an ambitious project: to build an industry-leading data platform.
The long-term vision is to migrate all data within the coming years and embed any new products within this platform.
My client is a well-established Independent Financial Advice firm with offices based in Epsom.
They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Mortgages and some Protections to wealthy clients across London, Surrey and the wider Southeast region.
They also offer Wills and Trusts and Estate work, to help clients with their inter-generational planning.
About the opportunityThis is a fantastic opportunity to join a business that puts the customer at the heart of all our decisions and excels in delivering the best experience possible for our customers and colleagues.
We are committed to providing a high standard of care to our customers, recommending products to aid their health and lifestyle.Important responsibilities include
You'll join a culture where everyone is passionate about their role and together these elements will play a big part in making us the leading High Street Opticians.
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.
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.
As a paraplanner, your work would consist of reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning any advice given by the advisor that you will be supporting.
Our client is a professional Financial Advice firm with over 30 years experience in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to £100m, and who appreciate the close relationship offered by this IFA practice.
This role offers a great opportunity to work on complex wealth management projects and portfolios for a number of high profile, wealthy private wealth management clients, which include many high profile sports personalities and professionals.
About the opportunityAn important role in providing our customers and patients the very best experience at Boots Opticians throughout the customer journey.
This is a fantastic opportunity to join a business that puts the customer at the heart of everything we do.
You don't need optical experience to join us as a Retail Assistant, but you will have worked in a retail or a customer-facing environment.
Closing date: 06-06-2024 Funeral Arranger £11.99 per hour plus benefits Part time 18.75 hours per week, Monday & Tuesday 9am-5pm, Wednesday 9am-12:45pm Banstead, SM7 2NL No experience needed.
Join our friendly team and help families say the perfect goodbye to loved ones.
You can apply for this job on your mobile in a few simple steps no CV needed.
You will be joining WTW as a senior actuarial student consultant with experience working on core UK defined benefit pensions actuarial work.
General
Our unrivalled client base, of over 400 corporate and over 300 trustee clients of varying size and complexity, including some of the very largest in the industry, provides boundless opportunities for creativity and innovation and the opportunity to work on both trustee and corporate assignments.
WTW has more than 150 years of experience in UK actuarial consulting.