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.
Posted by Get Staffed Online Recruitment Limited • £10K/yr to £100K/yr
About the opportunity
They are a dynamic proprietary trading company, founded by a team of experienced traders who are passionate about the financial markets.
Their unique approach to both long-term and short-term strategies, based on the powerful Elliot Waves Theory and Principles, has helped them achieve outstanding results.
Our client's vision
Our client's vision is to create a new team of highly skilled Traders who have the passion and strong interest necessary to learn and succeed in the financial industry.
MERJE is delighted to be partnering with an established and highly reputable global Hedge Fund in their search for a Compliance Officer for their London office.
This prestigious Hedge Fund has a rich history of excellence and innovation in the financial sector.
With a strong focus on client satisfaction and ethical practices, the company offers a dynamic and rewarding work environment for ambitious professionals looking to develop their careers further.
Posted by Mortgage Advice Bureau (MAB) • £26K/yr to £60K/yr
Mortgage Advice Bureau (MAB) are a nationally recognised mortgage broker and network, winners of over 200 awards in the past 5 years and continually growing.
We're seeking a Protection Advisor to join our team in our vibrant office in Horwich.
Are you ready to take your career to the next level with a thriving company experiencing continuous growth?
Cash Management: Monitor and manage daily cash balances across multiple accounts and currencies, ensuring optimal liquidity and efficient use of funds.
General
I am currently partnering with renowned buyside firm, who are seeking an analyst to join their small but dynamic treasury ops team.
Focusing mainly on BAU to begin with but with the view that it will grow into a more senior role in time, the firm are looking for 2-4 years of experience within broad financial services with the biggest tick boxes being curiosity, ambition and keenness to develop a skill set in this space.
They deal with private clients relating to pensions and investment advice ensuring financial security with their expert advice and guidance.
Recruit Wealth are delighted to be representing once again, our highly successful, fast growing, national Financial Planning client who are currently recruiting for experienced Paraplanners to join several of their offices across the UK.
Our client has organically grown over the last 10 years and is a modern, highly ethical and rewarding employer to work for.