Posted by Antony George Recruitment • £35K/yr to £40K/yr
Sound Financial Planning provide holistic Financial Planning to business owners; approaching, at or through retirement ensuring that client service excellence is standard.
In keeping their clients at the heart of what they do, their boutique business is designed and nurtured as a place for the industry to benchmark the greatness of solid, sound and safe financial advice.
They believe that honesty, trust and kindness are the best ways to build their long-lasting client and business relationships, and the 25 years as a business has confirmed this!
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.
We are a successful Mayfair based boutique recruitment consultancy who recruits solely for the real estate market and related sectors (including financial institutions, fund managers and private equity concerns).
Now well into our third decade of trading and operating from smart open plan offices in Bond Street, we have an experienced and stable team, who manage the accounts for a varied and progressive Client base with instructions ranging from new and repeat business to retained mandates.
As a business we have taken advantage of the recession and developed new and successful income lines and revenue streams in the real estate arena and have now noticed a significant upward shift in the market and, as a consequence, instructions and resulting placements have substantially increased again in the last quarter.
We support all of our team in their own journey both professionally and on a more personal level.
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to.
Permanent Paraplanner Location: Liverpool, Saalry is up to £48,000
Our client is an established and reputable Independent Financial Advisor (IFA) company committed to providing expert financial guidance and support to their diverse range of clients.
With a strong emphasis on professionalism and integrity, our client fosters a collaborative and inclusive culture where employees are encouraged to develop their skills and thrive in a supportive environment.