You will help with preparing advice cases for submission, and assisting with producing suitability reports, researching financial products, reviewing products.
Cameron James is working with a successful Fully Independent Financial Planning firm based in Surrey, in the recruitment of an experienced Financial Planning Assistant to join their growing team.
To ensure full system automation can be achieved and to work closely with Administration and Systems.
Following on the job training, the successful candidate will be expected to run and manage large projects successfully and maintain existing reporting requirements.
Initially, the successful candidate will provide support to existing senior associates with the production of pension increases, benefit statements, administration reports, monthly reporting and testing of automated calculation solutions.
Posted by Bennett & Game Recruitment • £70K/yr to £85K/yr
This is a fantastic opportunity for a Head of Planning to join a company with current turnover of £50 million and with steady growth plans anticipated.
Bennett and Game have the pleasure of exclusively representing a prestigious regional house developer based near Redhill, Surrey who are seeking a Head of Planning to join their growing team.
Our client is genuinely proud of their product, and are widely considered one of the premium house builders from both a specification and build quality perspective in the Home Counties and southeast of England.
Posted by Blakemore Recruitment • £30K/yr to £35K/yr
To offer financial planning support to advisers, paraplanners and the practice to ensure the client receives high quality financial advice.
We are currently recruiting for a boutique Wealth Management firm nearReigate who are looking to recruit a Financial Planning Administrator.
Role is 100% office based in probation period then move on to a hybrid schedule of 2 days per week for full-time employees, to be implemented after their three-month sign-off training period.
Posted by Bennett & Game Recruitment • £50K/yr to £65K/yr
This is a fantastic opportunity for a Planning Manager to join a company with current turnover of £50 million and with steady growth plans anticipated.
Bennett and Game have the pleasure of exclusively representing a prestigious regional house developer based near Redhill, Surrey who are seeking a Planning Manager to join their growing team.
Our client is genuinely proud of their product, and are widely considered one of the premium house builders from both a specification and build quality perspective in the Home Counties and southeast of England.
You will take on more advanced calculations on complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of other members of the team.
You will be reporting to the Admin Manager/Team Leader and you will be working as a part of a dedicated client team with diverse skills and experience.
The job requires a motivated individual who is experienced in taking responsibility and who can also independently deliver results on ad-hoc client specific projects.
In some cases, this may include planned and preventative maintenance of equipment to support the operation of the plant.
As the successful candidate, your role will be to perform a range of assigned front-line activities including operation, testing, routine checks, maintenance, and problem-solving to ensure that services are delivered to time, cost, and quality standards.
We currently have an exciting opportunity for a Process Technician to join our waste team based in, Earlswood - Redhill - RH1 5HE.
Our end-to-end support allows us to meet clients where they are to facilitate optimal DC plan delivery, including plan design, investment strategies, employee engagement, operational assistance, and analytics to drive optimal employee outcomes and monitor effectiveness.
With our holistic approach and innovative tools, we partner with the clients to develop and execute on the optimal DC program strategy for your organization.
At WTW Defined Contribution Solutions, Our goals for Clients' defined contribution (DC) strategy are simple: Empower your people.