Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
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.
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 have an exciting opportunity for an International Sales Advisor to join us on a Fixed Term Contract ending 31st of December 2024.
You will form an integral part of the International Sales team, delivering high quality customer service, working collaboratively with colleagues and students.The role includes contacting international students (email & phone calls) who have completed a booking with Unite Students, to verify some information about their account, and explain our policies; as well as supporting international agents referring students to us with bookings and all enquiry types.
A boutique investment firm based in the West End and looking for a part time Office Coordinator on a temp to perm basis.
The position will be based in a closeknit office with the team working on a part-time basis from Monday to Thursday, a total of 25 hours per week.
This is a wonderful opportunity for a superstar candidate who is well-presented and switched on to support the office taking on front of house duties along with looking after general facilities management and administrative support.
Posted by BWD Search & Selection • £70K/yr to £90K/yr
The Wealth Planning division of a mid-sized, independently-owned Wealth Management firm in London who are looking to recruit a Wealth Planner to their team.
Candidate must hold CII Chartered Status, or be on the cusp of achieving this.
Taking over an existing client base, and working with both internal and external introducers, you will advise high net worth clients (typically £1M) on, often complex, holistic financial planning.
Core hours are between 8am and 6pm with flexibility to work evenings/weekends as required.
General
At Riverside we recruit to potential not just on skills and experience, so we encourage you to apply even if you don't meet all the essential criteria on the job description.
If you share our values and are excited about making a significant impact at Riverside, please ensure you attach a current CV and covering letter.
You will provide insight and analysis on available financial planning options as well as guidance on market trends and future projections.
In order to continue their success in delivering bespoke wealth management solutions to a range of Private and SME Clients, this award winning Financial Planning firm seeks to recruit a skilled Paraplanner with broad technical expertise to join their practice.
Working closely with the Head of Wealth Management, your role will be to deliver holistic technical and Paraplanning services to clients.
Your main duties will be to assist wth moving furniture around the building, disgarding agreed furniture into the skip and general assistance to the Maintenance Team
Urgent requirement for a reliable Labourer to assist the team at a busy Student Accommodation in West London.
Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.