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.
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.
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.
We are currently looking for an experienced and fully qualified Mortgage and Protection Advisor to join our clients, a nationally recognised Estate Agency who are looking to add to their team in Central London working on a remote / work-from-home basis.
Are you an experienced Mortgage Advisor who wants to work from home with leads provided?
This is a fast-paced position with excellent earning potential and strong leads are provided by the Estate Agency team.
City & Capital are currently working with a highly respected and fast growing investment house & commercial property finance lender who have retained our services in order to appoint an ambitious and career minded Loan Portfolio Assistant to their growing team at an exciting time.
Our client is backed by strong investment and large funding lines which are driving ambitious targets to double the size of their loan book and team over the coming period.
Our client has successfully doubled in size four times in the last four years, so it is expected they will achieve this confidently in this time.
A boutique investment firm based in Central London is seeking a part-time regulatory advisor to support their trading and investment activities across various asset classes.
We at the City and Capital group are pleased to be representing a highly respected and fast growing investment house and commercial property finance lender who have been operating with great success in the space since 2006.
Our client offer a range of property loans designed for commercial borrowers, such as professional landlords/property investors and property developers.
Such clients have access to up to £50m in funding for short term property loans such as bridging finance and development exits, as well as access to commercial term & BTL products to support landlord portfolio growth.
Posted by Premier Jobs UK Limited • £38K/yr to £85K/yr
General
Our client is seeking experienced Protection Advisers who are looking for a self-employed opportunity that provides better support, better earnings and better growth potential
You will be joining a team of self-employed Protection Advisers and Mortgage Advisers who benefit from the high levels of support and commission being provided.
Their package of support includes
Range of business development tools, with multitude of new and existing marketing literature available on demand and personalised with your contact details ready for use.