Posted by Focus Search and Selection • £60K/yr to £70K/yr
Whether you're seeking wealth preservation, growth opportunities, or risk management strategies, they're here to guide you every step of the way.
Our client are a Global Investment Management business with a relentless focus on delivering superior returns and personalised solutions, they specialise in navigating the complexities of today's financial landscape.
Backed by a team of seasoned experts and innovative technology, they empower clients worldwide to achieve their financial objectives with confidence.
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.
An investment firm, known for its global investment strategy and long-term focus.
The firm has a large and loyal client base, and are looking for multiple UK (London) based DUTCH Client Services Associates to support their Investment Counsellors in the Neatherlands.
It has a strong track record of performance, but it also charges high fees and uses aggressive marketing tactics.
An investment firm, known for its global investment strategy and long-term focus.
The firm has a large and loyal client base, and are looking for multiple UK (London) based Swedish Client Services Associates to support their Investment Counsellors in the Sweden.
It has a strong track record of performance, but it also charges high fees and uses aggressive marketing tactics.
Our prestigious financial services firm, located in London's historic riverside district of Wapping, seeks a highly skilled High Net Worth (HNW) Mortgage Advisor to join our team.
General
Unveil Mortgage Solutions for Affluent Clients: HNW Advisor in Historic Wapping
Do you thrive in a dynamic environment and have a passion for helping affluent clients achieve their financial goals?
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
This pivotal entry-level position is tailored for recent graduates aspiring to forge a path in ESG-focused equity investment analysis.
Embark on a career with our esteemed direct public equity investment team as a Junior ESG Analyst.
You will play a crucial role in integrating Environmental, Social, and Governance (ESG) factors into our investment strategies, bolstering our firm's steadfast commitment to sustainability.
Posted by Competition and Markets Authority • £46K/yr to £50K/yr
About the Competition and Markets Authority (CMA)
Are you an organised, flexible and detail-orientated professional ready to take the next step in your career?
The Competition and Markets Authority (CMA) has an exciting opportunity for an Executive Assistant right at the heart of their Data, Technology and Insight Directorate (DTI).