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.
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.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on an Administrator to provide client-facing, technical administrative support to the corporate consultants.
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical support to the corporate consultants.
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.
We are working with a highly successful Financial Planning and Investment Management practice in Weybridge who are now looking for an experienced Senior Paraplanner to join the team.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
The Senior Paraplanner will be a key hire for the business and will be responsible for helping the Paraplanning Manager with processes, technical cases, and overall team improvements.
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
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We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
Are you passionate about financial services and thrive in a dynamic, collaborative environment?