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.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
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 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.
One of our highly successful financial advice businesses based in the heart of Canary Wharf are looking for an experienced, hungry and well organised Practice Manager to join their business.
This business is growing and so requires a Practice Manager to help oversee and streamline key activities in the business, including the efficiency of the business, supporting newly recruited Financial advisers who join the team, overseeing the companies marketing strategy and acting as first point of contact for all area sales managers
This is a flexible office-based role which would require you to be present in their shared office space in Canary Wharf, 3 to 4 days per week to work alongside the business owners and advisers,
Posted by Regal Brooke Limited • £28K/yr to £30K/yr
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Posted by Regal Brooke Limited • £27K/yr to £30K/yr
We are a leading insurance brokerage firm specialising in providing comprehensive insurance solutions to individuals and businesses.
With a strong commitment to customer satisfaction and a team of experienced professionals, we strive to deliver exceptional service and tailored insurance products to meet the unique needs of our clients.
As a Trainee Insurance Broker, you will have the opportunity to develop your skills and knowledge in the insurance industry and grow with our dynamic organisation.