Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.
General
Working Arrangement: hybrid, 5 days per week Monday to Friday.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
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.
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.
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
Are you passionate about sustainable investing and looking to start your career in finance?
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
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.
A rapidly expanding service based group are now looking for a Finance Manager to join a small dedicated team, based in North Kent.
Reporting to the MD you will oversea a team of 3 and be happy dealing with the every day finance as well as the more detailed management accounts work.
Posted by Charisma Charity Recruitment • £35K/yr to £40K/yr
We are thrilled to announce our partnership with The Tab Church in their quest to find an exceptional new Finance Manager.
Nestled near the vibrant heart of Lewisham in South East London, The Tab Church has undergone a stunning transformation under its visionary senior leadership.
Fondly referred to as 'The Tab,' it has blossomed into a dynamic, multi-generational, and multicultural community.