Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
Are you passionate about sustainable investing and looking to start your career in finance?
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
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.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing?
5 days in the office per week during probationary period.
Posted by Ocean Network Express (Europe) Ltd • £58K/yr to £64K/yr
In this role, you will be the business focal point for Compliance and Commercial Contract Review contributing to our dynamic and growing Legal & Insurance team.
If you are passionate about the Shipping Industry, eager to take on new challenges, and thrive in a fast-paced environment, we encourage you to apply.
This is a fantastic opportunity to grow your career with a company that values innovation, collaboration, and professional development.