There is an opportunity for an experienced Paraplanner to become a key member of the paraplanning team for a Southeast Financial Planning company that branches across several offices.
This position is based in the London office (near Mayfair and Soho), where you will work closely with Financial Advisers and Investment Managers.
They keep going from strength to strength, with further acquisitions and mergers lined up for 2024.
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.
Posted by Blakemore Recruitment • £42K/yr to £45K/yr
We are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner.
Role and responsibilities
They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports.
Posted by Deerfoot IT Resources Ltd • £30K/yr to £60K/yr
Overview
Paraplanner (Mid level and senior positions available).
As a Paraplanner, you will play a critical role in supporting our clients financial planners, conducting research, and ensuring exceptional service for our clients.
Join a dynamic and engaging team at a leading financial boutique in Mayfair, London.
Document Administrator/ Quality Team Assistant/ Quality Administrator for Quality, Project, and Engineering team - Central London - Well-established but growing company - Fast-paced project environment - Family feel environment - High attention to detail and formatting skills required - Salary of up to £33.000 with opportunities for carer progression
We are currently recruiting on behalf of a well established Housing provider for a temporary ASB Officer for 3 months.
As a specialist ASB Officer you will support the Resolution team and help assist with high profile ASB cases with Service development and resourcing needs addressed.
The full will be fully remote, based at home and ideal would be North East, North West or towards the South West.
This position is ideal for an individual who flourishes in a dynamic and demanding environment, possessing exceptional organisational and communication skills with extensive experience at a C-Suite level.
The successful candidate will have the chance to work 1:1 with the CEO of a global sporting group, contributing significantly to the smooth running of operations.
A Global Sporting Group are looking for an EA to the CEO, offering comprehensive assistance to the CEO.
An internationally renowned architecture and design practice is seeking an ambitious, creative and inspiring Personal Assistant to join their Clerkenwell studio.
As Personal Assistant, you'll be responsible for supporting 3 Director with general PA duties, as well as attending meetings, new business presentations and events.