Employee Benefits Adviser

Our client is an award winning firm of financial advisors who due to continued growth are expanding their team and looking for an experienced Employee Benefits Adviser. The Employee Benefits Adviser will be responsible for educating and advising our clients' individual employees according to the agreed proposition. A key part of this role is to advise employees who have been auto-enrolled into their employer's pension schemes and service existing members of group pension schemes so knowledge in Automatic Enrolment is beneficial. Main Duties: To ensure all clients files are maintained in conjunction with compliance standards. Be responsible for hosting financial education workshops and presenting staff benefits using PowerPoint to groups of employees varying in number. Conduct one-to-one advice appointments with employees regarding their workplace pension scheme and employee benefits. ...

Job Type:

Permanent

Location:

London, England

Salary:

Up to £52000 per annum + Benefits and Bonus

Job Ref:

10609/004_1563286347

Paraplanner

Job Summary: A qualified and experienced paraplanner, working as part of a team of 6 paraplanners to deliver a first class research and report writing service to 20 Private Client Partners, assisting them in researching and documenting advice to their clients. To support Partners in carrying out high quality research on a restricted and whole of market range of financial planning products. Writing detailed strategy and recommendation reports resulting in specific recommendations. Liaising with product providers and keeping abreast of new products and developments. A strong working knowledge of pre and post retirement planning (including pension transfers), investments and taxation is key to this role. Duties will include: Ability to understand and articulate the Partners requirements, flagging any concerns where appropriate. Obtaining information on clients' existing financial arrange...

Job Type:

Permanent

Location:

London, England

Salary:

£40000 - £45000 per annum + benefits and bonus

Job Ref:

10610/004_1563286250

Paraplanner

Job Summary: A qualified and experienced Paraplanner, based within the Private Wealth Team in Addlestone. You will support four Partners in the practice. The team consists of five Client Experience Executives (who deal with the administration and are the primary contact for the Partners' clients) and three Paraplanners. The Private Wealth Team deal with High Net Worth (HNW) clients who specifically require wealth management, estate planning and other financial planning (such as business or personal protection). The average client has at least £500k to invest and so the successful candidate will be required to write bespoke reports that are specifically tailored to the client's requirements. A high attention to detail, thinking outside the box, a 'personal touch' and being able to deal with more complex investment solutions are therefore a prerequisite. In addition, you will support Pa...

Job Type:

Permanent

Location:

Addlestone, Surrey

Salary:

£40000 - £45000 per annum + Benefits

Job Ref:

10818/003_1563286136

Paraplanner Team Leader

A qualified and experienced paraplanning team leader, working to deliver a first class research and report writing service to Private Client Partners. Your main duties will include: Writing recommendation and strategy reports in line with restricted proposition (where appropriate). Undertaking cash flow modelling. Other research tasks and project work where required. Provide regular updates to the Partners on the progress of their cases so that they feel in control and can manage client expectations. Work closely with other Paraplanners and Head of Paraplanning to share ideas and best practice, including assisting with all aspects of a good customer experience and identify any process improvements that can be made. Dealing with compliance on cases which require pre-approval. To undertake any other duties commensurate with skills and experience. To participate in appropriate company an...

Job Type:

Permanent

Location:

London, England

Salary:

£45000 - £50000 per annum + Benefits package

Job Ref:

10889/002_1563286062

Finance Manager

About the Role: Key Responsibilities: * Prepare quarterly cashflows and update all development project budgets for investor reporting * Maintain constant communications with investors and internal development and marketing teams to ensure proper funding is in place and all costs are captured. * Prepare management accounts * Assist and eventually lead the quarterly Investor and Lender reporting * Manage the production of quarterly financial reporting prepared by the 3rd party administrator * Prepare quarterly management accounts for various entities prepared in-house. * Review and manage internal payment runs and 3rd party administrator payment runs * Preparing monthly VAT returns * Liaise with auditors during interim and year end audit procedures and tax preparers of the corporate tax return * Contribute to the improvement of processes and help enforce Company internal controls * Any ...

Job Type:

Permanent

Location:

City of London, London

Salary:

£50000 - £60000 per annum

Job Ref:

16973458_1563183577