My client are am independent wealth planning firm in 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 230 clients with assets ranging from £100k - £5m with £500k being their average case.
In the role of Senior Pensions Administrator, you will take on more advanced calculations and complex schemes (DB and/or DC) and play an active role in mentoring and checking the work of the Pensions Administrators.
As a leader in the marketplace, WTW offers an excellent opportunity for experienced pension professionals.
As a reward for your efforts we will offer you a competitive salary and benefits package along with potential progression opportunity, support and further training.
You will have a proven working or higher level knowledge of Income Protection, Life, Critical Illness and disability products.
You will provide fair and balanced underwriting decisions using the appropriate amount of evidence necessary.
You will assess all applications that aren't accepted by our online underwriting engine - initial applications, additional information, amendments plus assess medical and financial risks and evidence.
Their Brokerage Operation division is now seeking an additional Corporate Actions Senior Associate to join a team responsible for identifying, tracking, processing, and reporting all Corporate Action events and Dividends, which effect any security position held by clients on their Retail Investment Platform.
Even during these unprecedented times, my client a global leading financial services organisation is still very much "business as usual".
They have consistently grown and evolved over the last couple of years and this is something that is not going to change.
My client are am independent wealth planning firm in 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 230 families with assets ranging from £100k - £5m with £500k being their average case.
An experienced Administrator is needed by our client, based in the local area, to join their team.
You will join a friendly and welcoming team and will have the opportunity to work in a temporary position starting in April 2024 (interviews will begin immediately).