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 Financial Divisions • £38K/yr to £50K/yr
My client based in St Albans is a well-established independent firm of Financial Advisers, who have built a lasting reputation for providing the highest levels of non-jargon-based advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages, and Protections to clients across Hertfordshire.
Plus competitive bonus and excellent benefits package with hybrid working
Having worked closely with this firm for over 6 years, we have seen them grow organically and have placed a number of people with them, who have thrived under their support and management.
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.
Posted by Buckingham Recruitment Limited • £30K/yr to £35K/yr
Fast-paced graduate opportunity within Client Services for a boutique international investment firm - up to £35,000, hybrid working
You will be coordinating investment execution activities for a range of clients with duties including; account management, client billing, FX hedging, monthly and quarterly reporting, opening and closing of accounts, compliance and supporting the Investment Principals who manage client relationships.
A fantastic opportunity for an articulate and detail orientated graduate to join this boutique investment firm in their Client Services Team.
Posted by Regal Brooke Limited • £28K/yr to £30K/yr
Are you ready to embark on an exhilarating journey into the dynamic world of investment management?
We are seeking highly motivated individuals with a passion for finance and a hunger for success to join our prestigious graduate training programme as Trainee Investment Managers.
This is an extraordinary opportunity to kick-start your career in one of the most competitive and rewarding fields in the financial industry.
Posted by Graduate financial recruitment • £34K/yr to £38K/yr
Are you passionate about sustainable investing and looking to start your career in finance?
We're excited to offer an opportunity for a Graduate ESG Investment Advisor to join our dynamic team!
With offices located nationwide, we're looking for enthusiastic individuals who are eager to make an impact in the world of Environmental, Social, and Governance (ESG) investing.
This includes designing and analysing new investment strategy and solutions, new investment deal screening, portfolio and risk analytics, and investment and regulatory reporting.
Working as part of the Group Investment Team and reporting to SVP Group Investments and UK CIO, the Senior Fixed Income Analyst will be responsible for supporting investment management activities with strong focus on the investment analysis and solution across asset classes at the Group level and aligned entities.
General
"Our Aspen Values are expected to be reflected in the delivery and performance of every role."