We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
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
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
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.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
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.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
Are you passionate about sustainable investing and looking to start your career in finance?
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
Sytner Group is looking for a motivated and committed Parts Advisor to join our team at Mercedes-Benz of Stratford.
As a Mercedes-Benz Parts Advisor, you will demonstrate a 'One Team' approach, and communicate effectively with both internal and external customers/suppliers.