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.
Protiviti - the global management consultancy are seeking a dynamic FP&A Consultant to support our global Telecommunications client on a large scale business planning tool implementation programme.
Key Responsibilities
Partner with cross-functional teams to understand business requirements and design efficient FP&A solutions.
Lead the implementation of business planning tools, ensuring seamless integration with existing systems and processes.
We're an award-winning innovative tech consultancy - a team of creative problem solvers.
In the last 30 years we won several awards, including a prestigious Queen's Award for Enterprise in the Innovation category for our Enterprise Agile delivery approach.
Since 1993 we've been finding better, more sustainable ways to solve complex technology problems for some of the world's leading organisations and delivered solutions that millions of people use every day.
Forescout Engineer required for a leading global business.
The Forescout Engineer will work as a member of the IT Security Project Team and alongside other members of projects to deliver a security improvement plan across the estate.
The successful candidate will also be required to support and lead, where applicable, on the transfer of knowledge into the Operations team and NOC.