An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Leatherhead as an Investment Administrator
Our client is a well-established wealth planning firm catering to high-net-worth private clients, including retirees, accumulators, local families, and SME owners based in Surrey, London, and abroad.
With a client base of over 200 families and an average of £1 million in assets per client, they have built genuine relationships that go beyond managing financial affairs.
An exciting opportunity awaits a motivated individual to join a reputable wealth planning firm in Leatherhead as an Investment Administrator
Our client is a well-established wealth planning firm catering to high-net-worth private clients, including retirees, accumulators, local families, and SME owners based in Surrey, London, and abroad.
With a client base of over 200 families and an average of £1 million in assets per client, they have built genuine relationships that go beyond managing financial affairs.
Our client, a reputable and growing independent wealth management firm, is seeking an experienced and ambitious Paraplanner.
Plus bonus and benefits package hybrid working
Due to continued growth primarily through acquisitions, they need to maintain exemplary service levels and ensure robust resources for increasing client demand.
My client is a wealth planning firm in Leatherhead who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
Some of their clients have been with the business for over 10 years and they have built genuine relationships which go beyond just managing their financial affairs.
Investment Administrator - £25k - £30k bonus, Full study support - Leatherhead/Dorking
My client is a wealth planning firm in Leatherhead/Dorking who I have met and placed staff with.
They offer financial advice to HNW private clients who are retirees, accumulators, local families and SME owners based across Surrey and London, however they do have client based abroad.
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.
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.
They currently have opportunities within their Surrey offices for both Pension Administrators and Senior Pension Administrators with proven Defined Benefit experience.
We are recruiting for a global leading financial services organisation who committed to foster the growth and success of all, whilst investing heavily in learning and development and paving unique career paths.
They are an organisation and employer never stands still, in a company culture that is agile and that will invest in your career development.