Posted by Focus Search and Selection • £45K/yr to £60K/yr
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.
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.
Recognised boutique Law Firm in Central London seeks an experienced Private Client Solicitor on a full-time, permanent basis.
HYBRID - SALARY £70,000 - £90,000 DOE
This is a wonderful opportunity for a UK qualified Solicitor with at least 3 years' experience in Private Client matters to join our client's multi awarded, Lexcel accredited, practice in Central London.
We have an exciting opportunity for an International Sales Advisor to join us on a Fixed Term Contract ending 31st of December 2024.
You will form an integral part of the International Sales team, delivering high quality customer service, working collaboratively with colleagues and students.The role includes contacting international students (email & phone calls) who have completed a booking with Unite Students, to verify some information about their account, and explain our policies; as well as supporting international agents referring students to us with bookings and all enquiry types.