Posted by Focus Search and Selection • £45K/yr to £60K/yr
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.
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 Knight Temple Recruitment • £27K/yr to £60K/yr
Are you an experienced protection specialist who is looking for an employed opportunity to work from home with the chance to progress to working hours that you choose ?
Our client is directly authorised and provide non advice life & protection solutions to clients throughout the UK.
We are currently working with one of the leading professional services firms who is expanding their Reward offering to clients and as a result is seeking an Assistant Manager with experienced in Equity Reward matters.
Working with a variety of clients, from privately owned businesses (owner managed to private equity) as well as some listed businesses, you will need to be a driven individual, keen to progress in their Reward career, and someone who enjoys taking part in business development, including client proposals, internal and external presentations and writing material on technical and other matters.
However, personality fit is also key to our client, it's not all about the experience you have.
Posted by Financial Divisions • £50K/yr to £65K/yr
Due to an increase in referrals/recommendations, my Client, a very well-established business is at a pivotal point of their growth and now are looking to engage an experienced SJP Diploma Qualified Paraplanner to join the support team to work closely with the Financial Planners of the business.
Plus exceptional opportunity due to sudden growth of the business Fully remote opportunity, Offices based in the South East
The practice takes pride in its reputation and their first-class support offered to both their Clients and staff alike creating a happy and highly rewarding environment to be part of.
They are looking for an experienced Accounts & Tax Senior Manager to join their growing team.
The ideal candidate will be ACA or ACCA qualified or qualified by experience.
TPF Recruitment, Kent's leading accountancy practice recruitment agency is hiring on behalf of a well-established independent accountancy practice located in Sidcup, Kent.
Posted by Reed Talent Solutions • £162.14/day to £260/day
We are currently recruiting for Consumer Credit Complaints Investigators.
This assignment will be home-based for the duration of the assignment - which is 12 months - and must be carried out from the UK - for the purposes of the assignment, the UK is defined as England, Scotland, Wales and Northern Ireland.
It will pay a starting rate of £210 per day (Umbrella) - increasing to £260 after accreditation - to join our client, the Financial Ombudsman Service, the organisation that settles individual disputes between financial businesses and their customers.
Posted by Bennett & Game Recruitment • £40K/yr to £65K/yr
Our client, an award winning multi-disciplinary design, property and construction consultancy, now seek an Associate Health & Safety / CDM Consultant to join them on a full time, permanent basis in Bromley.
The Health and Safety services within the business are provided both externally and internally to the company's technical teams.
The Primary focus for this role is to deliver CDM services on projects in a variety of industry sectors which include residential, commercial, education and retail just to name a few.