The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
They are currently seeking to appoint an experienced whole of market mortgage broker to work from home either over the phone or virtaully advising on quality pre-qualified appointments.
Our clients are a is a newly created mortgage brokerage and are the trading style of a long-established IFA firm.
As a Mortgage & Protection Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Mortgage & Protection Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic advice to all.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial journey looking to make smaller contributions.
Leading international development grant assurance specialists seek experienced German speaking audit professional for exciting management opportunities.
Responsibilities
Demonstrate a detailed knowledge of public sector audit issues and techniques and provide guidance to other team members based on previous experience;.
Travelling internationally to a wide range of locations, on a regular basis, conducting audits or special assignments; working with, and supporting NGOs, public sector organisations & institutional donors such as the United Nations.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
A Global Sporting Groupare looking for an Executive Assistant to the Chief Executive, offering comprehensive assistance to the C-Suite.
The successful candidate will have the chance to work closely with top executives on a daily basis, contributing significantly to the smooth running of operations.
This position is ideal for an individual who flourishes in a dynamic and demanding environment, possessing exceptional organisational and communication skills with extensive experience at a C-Suite level.