This employed Retirement Planning Specialist job in Whiteley provides the opportunity to join a regional financial planning firm and focus on providing advice to existing clients entering decumulation.
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.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
The task at hand: You will be responsible for ensuring timely, accurate, high volume incentive payments to customers whilst reviewing and suggesting improvements to the current process.
As the Paraplanner you would be supporting a team of financial advisors with whole of market suitability report writing and research, working on Financial Express Analytics, O&M, Cashcalc, Iress Exchange and Enable.
Financial planning practice based in Fareham providing financial advisory services to a large network of clients across the South are expanding their team with a requirement for a Paraplanner.
The ideal candidate will have obtained their diploma or be one exam away, you will have been working within a IFA practice and have suitability report writing experience.
The firm prides itself on delivering a valuable service to clients facing increasingly complex financial decisions.
General
This is a fantastic opportunity to join a business dedicated to providing valuable, high-quality financial advice to a growing and diverse client base.
Are you an experienced IFA Administrator looking to take the next step?
Posted by Residential Management Group Ltd • £55K/yr to £60K/yr
Residential Management Group is a market leading Managing Agent with superb systems, robust processes, and specialist back-office support departments, so when you join us as a Regional Manager, you're equipped with the best support to deliver a property management service that is second to none.
At RMG we manage small and large blocks and estates for RMC (Resident Management Companies), L&T (Landlord & Tenant) and Developers.
You'll be working alongside a great team of property management professionals and a highly experienced senior leadership team.
Posted by CMA Recruitment Group • £26K/yr to £30K/yr
What will the Credit Controller role involve
Monitor overdue debt;.
General
CMA Recruitment Group is working with a reputable manufacturing business in Fareham, Hampshire, to help them recruit a Dutch speaking Credit Controller.
This role will report into the Credit Control Manager and manage the Dutch ledger.