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.
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.
City & Capital are currently working with a highly respected and fast growing investment house & commercial property finance lender who have retained our services in order to appoint an ambitious and career minded Loan Portfolio Assistant to their growing team at an exciting time.
Our client is backed by strong investment and large funding lines which are driving ambitious targets to double the size of their loan book and team over the coming period.
Our client has successfully doubled in size four times in the last four years, so it is expected they will achieve this confidently in this time.
Due to continued growth and success in providing wealth management services to HNW clients, this innovative firm of Financial Advisors is looking to attract a skilled and experienced individual to manage and develop a portfolio of clients.
Your role will be to provide holistic advice to the clients within your portfolio and deliver tailored solutions across the areas of retirement, investment, tax and protection planning.
You will benefit from full administrative, technical and compliance support as well as being able to utilise in house discretionary management services.
We are supporting a leading financial services firm specialising in providing tailored financing solutions to clients across various industries.
As they continue to expand our operations, they are seeking a dynamic and driven Graduate Finance Broker to join the team.
With a dedicated team of experienced professionals and a commitment to excellence, they strive to empower businesses and individuals to achieve their financial goals.
City & Capital are currently working with a highly ambitious and fast growing commercial property finance lender who have retained our services in order to appoint an ambitious and career minded Loan Portfolio Manager to their growing team at an exciting time.
Our client is experiencing excellent growth, backed by secure funding lines and recent investment.
Due to this they are expecting the size of their loan portfolio to grow substantially over the coming period, with the business expecting to double in size based on their lending projections.