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.
This program presents a remarkable opportunity to acquire invaluable hands-on experience within a professional practice environment, immersing yourself in the day-to-day operations of a leading accountancy firm serving a diverse clientele.
Our Tax team is looking for talented Graduate to join our 3-year Apprenticeship Training programme which we're running in Horsham.
This is a virtual role with some potential to travel to visit clients.
You can help multinationals provide a better employee experience to their workforce through the implementation of the platform, The Benefits Solution (TBS) worldwide!
Are you interested in working on a global scale with some of the biggest companies in the world?