The Project Coordinator working hours: Monday - Friday, 9am - 5pm
Our client hasan exciting opportunity for a Project Coordinator to join their team in London, Docklands.
You will join them on a full time, permanent basis, and in return, you will receive a competitive salary of £35,000 per annum excellent benefits (travel allowance, bonus scheme, pension, life assurance, income protection private health care)
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.
5 days in the office per week during probationary period.
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?
Working Arrangement: hybrid, 5 days per week Monday to Friday.
About the role as Financial Planner
Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
This hybrid role involves providing in-person, telephone, and written financial advice to existing clients, making it a diverse and dynamic position within a growing team.