Our client offer a range of property loans designed for commercial borrowers, such as professional landlords/property investors and property developers.
We at the City and Capital group are pleased to be representing a highly respected and fast growing investment house and commercial property finance lender who have been operating with great success in the space since 2006.
Such clients have access to up to £50m in funding for short term property loans such as bridging finance and development exits, as well as access to commercial term & BTL products to support landlord portfolio growth.
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.
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
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.
We support organisations across a variety of sectors including finance, retail, telecommunications, utilities, gaming, government and insurance.
We Are TransUnion:TransUnion is a major credit reference agency, and we offer specialist services in fraud, identity and risk management, automated decisioning and demographics.
Fund Finance Associate - OUR CLIENT is a fast growing, niche specialist developer and fund / asset manager focussing on the alternative residential sector, with active platforms in those markets.
They are looking to deploy more capital and scale their assets further.
Due to continued growth, they have created a new role for a Fund Finance Associate to cover all aspects relating to investment, divestment, business planning and asset/portfolio management and the platforms that it manages on behalf of investors.