Financial Planning Support Specialist
2 days ago
We are seeking a skilled Financial Planning Support Specialist to join our team at Blakemore Recruitment. As a Financial Planning Support Specialist, you will provide financial planning support to advisers, paraplanners, and the practice to ensure clients receive high-quality financial advice.
The role involves preparing for client meetings, managing and processing pre-sale and post-sale administration, and ensuring cases are chased through the pipeline as quickly as possible. You will have the opportunity to progress into a Paraplanner or Senior Administrator role in the future.
Key Responsibilities and Duties
- Complete pre-sale administration, including adding client information to the intelligent office database and creating and updating Wealth Reports.
- Prepare and gather information, such as LOAs and Policy information checklists.
- Undertake meeting preparation and present to advisers ready for client meetings.
- Conduct basic report writing, including Fund Switches, Reviews, and New money.
- Undertake basic research using FE, Defaqto, Cashcalc, etc.
- Process New Business and Review Case administration, submit applications to providers, and ensure cases are in force as soon as possible.
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Financial Support Assistant
3 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial and Contract Support AssistantWe are seeking a highly organized and detail-oriented Financial and Contract Support Assistant to join our team in Reigate. As a key member of our finance team, you will be responsible for providing administrative support and ensuring the smooth operation of our financial processes.Key Responsibilities:Assist with the...
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Financial Support Assistant
3 weeks ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeFinancial and Contract Support AssistantWe are seeking a highly organized and detail-oriented Financial and Contract Support Assistant to join our team in Reigate. As a key member of our finance team, you will be responsible for providing administrative support and ensuring the smooth operation of our financial processes.Key Responsibilities:Assist with the...
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Administrative Support Specialist
5 days ago
Reigate, Surrey, United Kingdom Specialist Recruit Full timeJob Title: Client AdministratorJob Summary:We are seeking an experienced Client Administrator to join our team at Specialist Recruit. The successful candidate will be responsible for providing administrative support to our clients, including sales support and accounts administration.Key Responsibilities:General Administration DutiesFinancial Administration...
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Financial Planning Assistant
4 weeks ago
Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning AssistantCameron James is working with a successful Fully Independent Financial Planning firm based in the UK, in the recruitment of an experienced Financial Planning Assistant to join their growing team.The successful candidate will be responsible for assisting with the preparation of advice cases for submission, and supporting the...
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Financial Planning Assistant
4 weeks ago
Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning AssistantCameron James is working with a successful Fully Independent Financial Planning firm based in the UK, in the recruitment of an experienced Financial Planning Assistant to join their growing team.The successful candidate will be responsible for assisting with the preparation of advice cases for submission, and supporting the...
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Financial Planning Assistant
3 weeks ago
Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning AssistantCameron James is working with a successful Fully Independent Financial Planning firm based in the UK, in the recruitment of an experienced Financial Planning Assistant to join their growing team.The successful candidate will be responsible for assisting with the preparation of advice cases for submission, and supporting the...
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Financial Planning Assistant
3 weeks ago
Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning AssistantCameron James is working with a successful Fully Independent Financial Planning firm based in the UK, in the recruitment of an experienced Financial Planning Assistant to join their growing team.The successful candidate will be responsible for assisting with the preparation of advice cases for submission, and supporting the...
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Financial and Contractual Specialist
2 weeks ago
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Financial Manager
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Financial Planning Assistant
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Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning Assistant Cameron James is working with a successful Fully Independent Financial Planning firm based in the UK. They have offices across the country. **Key Responsibilities:** * Assist with preparing advice cases for submission * Help with producing suitability reports * Research financial products * Review products **Main Tasks:** *...
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Financial Planning Assistant
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Reigate, Surrey, United Kingdom Cameron James Full timeFinancial Planning Assistant Cameron James is working with a successful Fully Independent Financial Planning firm based in the UK. They have offices across the country. **Key Responsibilities:** * Assist with preparing advice cases for submission * Help with producing suitability reports * Research financial products * Review products **Main Tasks:** *...
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Senior Auditor
1 month ago
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Senior Auditor
1 month ago
Reigate, Surrey, United Kingdom Fletcher George Financial Recruitment Full timeCareer Opportunities in Audit and Financial Services **About the Role** We are seeking a highly skilled Senior Auditor to join our team at Fletcher George Financial Recruitment. As a Senior Auditor, you will be responsible for managing a portfolio of audit clients, planning and finalizing audit assignments, and identifying high-level risk areas. **Key...
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Financial Control Specialist
2 months ago
Reigate, Surrey, United Kingdom esure Full timePosition: Financial Control Specialist at esureesure, a leading digital insurer, is seeking a Financial Control Specialist to play a crucial role in our Finance team. Your responsibilities will include managing financial controls, testing processes, and ensuring compliance with professional standards.Key Responsibilities:Perform Finance Risk Champion role,...
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Financial Control Specialist
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Reigate, Surrey, United Kingdom esure Full timePosition: Financial Control Specialist at esureesure, a leading digital insurer, is seeking a Financial Control Specialist to play a crucial role in our Finance team. Your responsibilities will include managing financial controls, testing processes, and ensuring compliance with professional standards.Key Responsibilities:Perform Finance Risk Champion role,...
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Financial Controls Specialist
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Reigate, Surrey, United Kingdom esure Full timeFinancial Controls Specialist RoleWe are seeking a highly skilled Financial Controls Specialist to join our Finance team at esure Group. As a Financial Controls Specialist, you will play a vital role in managing our financial control framework, ensuring that all financial activities align with professional standards and governance principles.Key...
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Financial Services Manager
2 weeks ago
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Financial Services Specialist
6 days ago
Reigate, Surrey, United Kingdom KHR Recruitment Specialists Full timeJob Title: Financial Services SpecialistJob Summary: We are seeking an experienced Financial Services Specialist to join our team at KHR Recruitment Specialists. The successful candidate will be responsible for providing financial advice and services to our established client base across London and its home counties.Key Responsibilities:* Provide training to...
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Financial Services Specialist
2 months ago
Reigate, Surrey, United Kingdom KHR - Recruitment Specialists Full timeJob DescriptionJob Title: Financial Services SpecialistJob Type: Full-time, PermanentLocation: Remote (with occasional travel to client sites)Job Summary:We are seeking an experienced Financial Services Specialist to join our team at KHR - Recruitment Specialists. As a Financial Services Specialist, you will be responsible for providing financial advice and...
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Financial Services Specialist
2 months ago
Reigate, Surrey, United Kingdom KHR - Recruitment Specialists Full timeJob DescriptionJob Title: Financial Services SpecialistJob Type: Full-time, PermanentLocation: Remote (with occasional travel to client sites)Job Summary:We are seeking an experienced Financial Services Specialist to join our team at KHR - Recruitment Specialists. As a Financial Services Specialist, you will be responsible for providing financial advice and...