I'm recruiting for an experienced TRANSPORT PLANNER to join a busy FREIGHT company, the role will be Hybrid oncall from Friday 0600 until Monday1900- you will be provided with a laptop!
The main duties would include: Liaising with key accounts, resolving any issues, route planning, invoicing clients, tracking shipments and liaising with drivers and general admin duties..
They have recently centralized all of their digital activity for all business units, and are looking for someone to lead UK campaigns across all business units.
This in-house agency are owned by a global tech brand, and push for excellence in client servicing and digital activation across their campaigns.
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.
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.
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.
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.
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.
In their current setup they manage the affairs of 300 clients with assets ranging from £100k - £1m with £500k being their average case.