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
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.
We believe success lies in harnessing a truly diverse and inclusive culture.
Our business protects UK organisations with the goal of enabling them to operate effectively and securely in the cloud, by giving them secure platforms to innovate and grow.
Six Degrees is a leading secure, integrated cloud services provider, where everyone is welcome.
Nest Insight's mission is to find ways to support people to be financially secure, both today and into retirement.
To do this, we conduct rigorous, cutting-edge research, working collaboratively with industry and academic partners to understand the needs and behaviours of the new generation of savers created by the UK's pensions auto enrolment system.
We also consider how self-employed workers and others at risk of missing out on pension saving can be brought in.
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)
We believe success lies in harnessing a truly diverse and inclusive culture.
Our business protects UK organisations with the goal of enabling them to operate effectively and securely in the cloud, by giving them secure platforms to innovate and grow.
Six Degrees is a leading secure, integrated cloud services provider, where everyone is welcome.
Posted by Regal Brooke Limited • £28K/yr to £30K/yr
We are a leading financial services firm specialising in equity analysis and investment strategies.
As a Graduate Equity Analyst, you will have the opportunity to join our dynamic team, working alongside seasoned professionals to analyse and make informed investment decisions.
We pride ourselves on our commitment to excellence, innovation, and cultivating talent.
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.