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.
An exciting opportunity has arisen for a HR Advisor who is immediately available, for a reputable Property company.
This is a full time permanent position, and will be supporting the company through a growth period.
My client is looking for an experienced candidate who can assist in generalist HR responsibilities as well as managing the recruitment process for the company.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
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.
Our client is a growing wealth management firm who are looking for a Financial Adviser.
The Financial Adviser will take full responsibility for the preparation of client reports, preparation and implementation of recommendations and financial plans and the on-going review of client financial goals.
General
To be considered for this role you will need to be Diploma qualified, have competent adviser status and currently working in the financial services sector at a financial planning or wealth management business.
A well-established, Independent Financial Advisory firm in the West End has opened up a brand new position within the team for someone to work alongside the Head of Division in a Team Leader capacity to support 4 Administrators.
They are looking for a confident individual with lots of experience as an IFA Administrator (or similar) and ideally experience as a Team Leader, Team Manager, Senior Administrator to bring valuable experience and ideas to the business.
Due to the nature of this being a newly created role, the candidate can make the position "their own" and make an impact on the way the current team are supported.
Posted by Satis Wealth Management • £24K/yr to £28K/yr
The Client Service Administration Assistant serves as a support role to the Satis Client Service team, focussing on the back office systems used by Satis and focussing on client service.
Satis Wealth Management are Chartered Financial Advisers, regulated by the Financial Conduct Authority and accredited by the Centre for Fiduciary Excellence.
Both our independent status and our commitment to fiduciary excellence are at the core of all our services as we aim to provide a simple and enjoyable experience to our clients which results in a long-lasting relationship.