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.
This role will make a significant contribution to the success of the Surrey Pension team.
Operating with a degree of professional independence and autonomy the role will predominantly undertake operational work with some project-related work (the mix will vary according to the nature of the work).
Reporting to the Head of Change Management you will be responsible for embedding best practice change management.
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.
Are you an Employee Benefits Administrator or Corporate Administrator looking to pursue a new opportunity?
This company is in a growth period and prides itself on a strong values-focused and innovative work culture.
We're recruiting on behalf of a highly respected financial services firm, looking for an enthusiastic Client Support Specialist to join their growing team.
About the Company
Are you passionate about financial services and thrive in a dynamic, collaborative environment?
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.
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.
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.
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.
This is a really exciting time to join the company due to the business' recent and ongoing growth.
Posted by Fletcher George Recruitment Ltd • £35K/yr to £40K/yr
Working for a highly regarded Professional services firm this is a varied role comprising a mixture of Bookkeeping and Administrative tasks.
This is a 12 months contract which may go permanent thereafter.
This Bookkeeper Administrator role will suit an individual who enjoys working in a collaborative environment within different teams helping with a variety of things often on an ad-hoc basis.