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.
A long-standing, successful Financial Planning practice is looking to expand its Employee Benefits / Corporate team in the Weybridge office by bringing on Specialist to provide client-facing, technical 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.
We're looking for a Retail Project Specialist to lead both physical and digital initiatives that elevate Samsung's in-store presence across multiple retail channels.
In this role, you'll be responsible for implementing retail solutions, improving processes, and ensuring that every project is completed on time and within budget.
ARE YOU THE ONE
Are you a creative problem solver with a passion for innovation and the latest retail trends?
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?
Operating with a degree of professional independence and autonomy the role will predominantly undertake operational work with some project-related work (the mix will vary according to the nature of the work).
This role will make a significant contribution to the success of the Surrey Pension team.
Reporting to the Head of Change Management you will be responsible for embedding best practice change management.
Posted by C&M Travel Recruitment • £26K/yr to £32K/yr
General
This upmarket Tour Operator are looking for a Luxury Travel Specialist to join their team.
Rewarded with a competitive basic salary of up to £32k depending on experience, plus quarterly bonus and discounted long-haul travel you will be booking dream holidays to a range of destinations predominantly in the Indian Ocean & Arabia.
Luxury Travel Specialist - Role & Responsibilities
Sell holidays over the phone and through the internet, chasing quotes to achieve targets.