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 role plays a key part in the delivery of a new government funded programme that offers an early-intervention work and health support and assessment service.
This provides holistic support to overcome health-related barriers to employment, and a single, joined-up gateway to other support services.
Posted by 4Leisure Recruitment • £23K/yr to £25K/yr
Do you Love Racquet Sports and all things fitness?
Our client is launching an exciting new padel venture in the UK, and with padel taking the country by storm, this is your chance to be part of something special with one of the UK's most recognisable and respected health and fitness brands.