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.
We understand that real change starts with real people which is why we dedicate ourselves to supporting individuals to make positive alterations in their lives.
At Get Set UK, we're not just a team; we're a community committed to making a real difference in people's lives.
Posted by Antony George Recruitment • £40K/yr to £50K/yr
Our client offers expert advice on a wide range of financial protection areas, Retirement Planning, Saving & Investments, Mortgages, Protection and Business financial protection, together with General Insurance.
Their mantra is 'enriching lives and futures' stemming from their ethos of keeping their client's financial wellbeing at the heart of everything they do.
Above all they know that the relationships they build with their clients today is what sets them apart tomorrow.
Posted by Hays Specialist Recruitment Limited • £30K/yr to £50K/yr
Your new role
Your new company
We are working with a unique, entrepreneurial, innovative small organisation in Cambridge to find an experienced PA to join the team and support their head of staff and CEO.
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.
We are seeking a skilled and motivated Paraplanner to join our client's dynamic team.
About The Firm
Our client is an independent financial advisory firm based in Bishops Stortford dedicated to providing exceptional financial planning and investment advice to our diverse clientele.
Their team is passionate about delivering tailored solutions that help their clients achieve their financial goals.