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.
William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions.
Our dedicated team of professionals merges deep industry knowledge with cutting-edge tools, ensuring that our clients receive tailored support to meet and exceed compliance standards.
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
Posted by Capital City College Group • £26.32/hr to £28.52/hr
About the role
Capital City College Training (CCCT) offers high-quality training courses and apprenticeships designed with real jobs in mind, reflecting the latest market intelligence, employer, and student demand.
We support businesses by providing training and business support including employability skills and professional development courses, subcontracting, B2B and sales to compliance, work experience and placements as well as externally-funded educational projects.