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 have an exciting opportunity for an International Sales Advisor to join us on a Fixed Term Contract ending 31st of December 2024.
You will form an integral part of the International Sales team, delivering high quality customer service, working collaboratively with colleagues and students.The role includes contacting international students (email & phone calls) who have completed a booking with Unite Students, to verify some information about their account, and explain our policies; as well as supporting international agents referring students to us with bookings and all enquiry types.
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.
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.
An exciting opportunity has arisen with our clients, for a Protection Advisor to join their growing team.
Our clients are offering a self-employed opportunity, with the role consisting of offering business owners advice on Shareholders Protection, Key Person Cover, Debt protection, and Income and Life protection.
The role is based remotely (after the initial training period) with the exception of a visit to the Head Office once or twice a month.
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.