Posted by Focus Search and Selection • £45K/yr to £60K/yr
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.
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.
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.
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)
Working Arrangement: hybrid, 5 days per week Monday to Friday.
About the role as Financial Planner
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.
Our reputable client, based in Canary Wharf, is seeking a motivated Financial Planner to join their expanding Private Client Advice group.
The concierge is the first point of contact for all residents, visitors, and contractors.
They must be professional in manner and appearance at all times and available to assist residents, visitors and contractors with any enquiries they may have in a positive, solution-oriented way.
We currently have an amazing opportunity for a new Senior Night Concierge at our high-end, luxury residential development located in Canary Wharf, East London (E14).
To carry out rostering planning and ensuring compliance with all company contract and statutory policies and processes.
Ensuring that staffing levels are maintained and adequately trained personnel available to ensure customer service level agreements are maintained and adhered to.
The Supervisor works as a member of the Duty Fire Officer Team in CWML managed Buildings and Estate areas and will take responsibility for the effective and efficient smooth every day running of the 24/7 Duty Fire Officer Team.
The concierge is the first point of contact for all residents, visitors, and contractors.
They must be professional in manner and appearance at all times and available to assist residents, visitors and contractors with any enquiries they may have in a positive, solution-oriented way.
We are currently recruiting for a new Day Concierge to become a part of the team at our high-end, luxury residential site of 642 units in Canary Wharf (E14).