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.
Our client is a leading specialist one-stop mortgage and protection brokerage based in Canary Wharf, serving clients across the United Kingdom.
London / £27,500 Basic, OTE £60,000.
We offer a comprehensive range of products including Mortgage Products, Insurance Products, Protection Products, Bridging, Commercial, Development Finance, Equity Release, Business Protection, Commercial Insurance, and Sharia Compliant Home Purchase Plans.
Our client is a pioneering full service wealth management firm, combining the institutional strength of a FTSE 100 company with the personal service and trusted advice of a Partner owned firm.
They build intelligent, holistic & tax-efficient wealth management programmes for a select group of private clients, families, and institutions.
And has an exciting opportunity for a driven and entrepreneurial individual to join the leading Wealth Managers in the UK.
Are you an experienced Senior Paraplanner seeking an opportunity with a global organisation that prioritises clients, offers unmatched service, and emphasises a personalised approach to investing?
5 days in the office per week during probationary period.
Posted by Ambition Europe Limited • £60K/yr to £70K/yr
Ambition are recruiting for a leading business advisory firm that is looking to expand its restructuring advisory division by hiring a Restructuring Advisory Manager in their London office.
In this role, you will work on highly complex and engaging projects across a range of sectors, providing a tangible benefit to your clients while enhancing your existing restructuring advisory skillset.
Upon joining, you will handle a varied portfolio of advisory projects, including Independent Business Reviews (IBRs), contingency planning, pre-lender reviews, options reviews, financial due diligence, and accelerated M&A.
Unveil Mortgage Solutions for Affluent Clients: HNW Advisor in Historic Wapping
Our prestigious financial services firm, located in London's historic riverside district of Wapping, seeks a highly skilled High Net Worth (HNW) Mortgage Advisor to join our team.
Do you thrive in a dynamic environment and have a passion for helping affluent clients achieve their financial goals?