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.
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.
You're not progressing enough, your clients aren't challenging anymore, you're not feeling valued by senior staff, and your work-life balance is non-existent.