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?
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.
Posted by Fletcher George Recruitment Ltd • £45K/yr to £55K/yr
Our client, a well-established and multi sited firm, is seeking an experienced Outsourcing professional to join them as a Business Services Manager.
This newly created role, due to business growth, will be responsible for the delivery of full outsourced services to a diverse portfolio of clients.
The role will involve managing a client portfolio including statutory accounts preparation, management accounts and annual budget preparation, VAT review, tax returns, and advises clients on adhoc projects.
Posted by BBL Property recruitment Ltd • £50K/yr to £100K/yr
We have recently been instructed by a leading UK firm of Chartered Surveyors who are seeking additional Consultant Residential Surveyors UK Wide.
With a 5-star rating across multiple review sites - they are keen to onboard like-minded, quality focused surveyors in key locations.
Offering an industry leading 70/30 fee split (in the surveyor's favour) they have immediate and pipeline work waiting to be undertaken in and around SURREY.
Posted by E Personnel Recruitment • £30K/yr to £35K/yr
HYBRID WORKING ONCE ONBOARDED/TRAINED
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.
Benefits: 25 Days Holiday, Company Pension Scheme, Employee Assistance Programme, PDI, Life Assurance, Cycle to Work Scheme plus Quarterly Commission.
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.
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.
Majority of the cases will be with existing clients or enquiries specifically for this area of advice.
Posted by Page Personnel Finance • £40K/yr to £50K/yr
The Finance Manager (Commercial Property & Service Charge) role will report to the Finance Director in a team of 3, working for a well established family run business.
HYBRID: 1 day per week from home.
A very well established family run business based in modern offices in the Weybridge area, with free parking provided, and easy access via public transport.
An experienced Paraplanner is sought to support a Private Client Director and a successful financial planning team in delivering outstanding, holistic services to high-net-worth (HNW) clients.
Paraplanner Opportunity Elevate Your Career in Financial Planning - 4 days a week with work from home.
This client-facing role offers the chance to be part of an award-winning wealth management firm known for its exceptional client service and people-focused culture.