Posted by Focus Search and Selection • £45K/yr to £60K/yr
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.
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.
This is a fantastic opportunity to join a prestigious international bank and contribute to its success.
To be eligible for this role, you should meet the following criteria:
We are seeking a dedicated and professional Arabic-speaking Cashier to deliver over-the-counter services efficiently and courteously at our client's office branch in London.
Maybe you're searching for a role where you can truly make an impact, perhaps you're ready to step into your first Financial Controller positionor you're craving a fresh environment with more exposure, we might just have the answer.
This opportunity has become available as our current FC (the wonderful Chrissy) is progressing into a new Head of Finance role here at Goodman Jones LLP.
We get it; you're not desperately unhappy, but something feels off...
Manage incoming and outgoing electronic client account transactions.
General
The successful candidate will be responsible for the accurate management and operation of the client account, becoming a vital member of our esteemed legal practice.
An exciting opportunity has arisen for a Legal Cashier with previous experience to join a high-performing team within a unique and acclaimed law firm.
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.
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.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.