Client advisor Work, Jobs in Westfield Stratford City (with Salaries)

Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Sales Advisor
iman organisation —London
- £550 - £850 a week
- Full-time
- Bilingual
- Sales
- Customer service
- Flexitime
- Employee stock ownership plan
Quick apply
8d
Client Care Advisor
Vets for Pets —London
- Part-time
- Computer literacy
- Employee discount
10d
Client Advisor
eight luxuries ltd —London
- £100 - £200 a day
- Part-time
- Spanish
- Sales
- Customer service
- Store discount
- Profit sharing
Quick apply
10d
Sales Advisor
Vanitaz Organisation —Walthamstow
- Full-time
- Bilingual
- Sales
- Customer service
- Flexitime
- Employee stock ownership plan
Quick apply
10d
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —London
- £3,800 a month
- Full-time
- Sales
Quick apply
Health Advisor/FOH
MyHealthcare Clinic —Swiss Cottage
- £28,500 a year
- Overtime
- Hospitality
- Customer service
- English
- Employee discount
Quick apply
9d
Children & Young People Care Recruiter — Principal/Lead Consultant
Employment Education Training Group —London
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Business development
- Driving
- Mentoring
- Relocation assistance
Quick apply
GUCCI Client Advisor - Full-Time (Heathrow Airport, Terminal 5)
Gucci —London
- Weekend availability
- Sales
- English
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
Client Advisor
KITH —London
- £14.42 an hour
- Weekend availability
- Customer service
- Communication skills
- Retail sales
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
Client Care Advisor
Tiffany & Co. —London
- Weekend availability
- Microsoft Word
- Microsoft Excel
- Sales
- Flexible schedule
Customer Experience Advisor
Rendall & Rittner —London
- Full-time
- Communication skills
- Employee assistance programme
- Employee discount
10d
GUCCI Client Advisor, Harrods
Gucci —London
- Weekend availability
- Hospitality
- Sales
- English
GUCCI Client Advisor - Westfield (6 Month Contract)
Gucci —London
- Full-time
Client Care Advisor
IVC —Sidcup
- Up to £26,528.31 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
2d
Trainee Financial Advisor
Humboldt Financial —London
- £37,500 - £45,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Work from home
Quick apply
Jewellery Client Advisor
untamd jewllery —London
- £24,784.50 - £45,000.00 a year
- Part-time
- Bilingual
- Sales
- Customer service
- Annual leave
- Employee discount
Quick apply
4d
External Relations and Advocacy Advisor
MSI Reproductive Choices —London
- £34,200 - £42,750 a year
- Full-time
- Microsoft Powerpoint
- English
- Microsoft Office
9d

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Paraplanner

Enver Wealth Management
London

Quick apply

Job details

Permanent | Full-time
£30,000 a year

Benefits

On-site gym
Work from home

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Enver Wealth Management Ltd is a reputable firm within the wealth management and financial services industry, dedicated to delivering tailored investment and retirement solutions to high net worth clients. As a highly successful Senior Practice and Appointed Representative of St. James’s Place Wealth Management Plc, we prioritize employee development and offer clear opportunities for career progression.

Summary

'Paraplanner' position available at our busy office located in Canary Wharf in GB. Join our friendly and inclusive team to support our mission of providing exceptional financial solutions and client service, contributing to our continued growth and success.

Responsibilities

Provide high level technical paraplanning support to the Practice;
Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Communicating with clients and other relevant parties to ensure the case is followed through;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Preparing for and assisting with Client review meetings when required;
Work within and stay up to date with template changes and advice notes.

Pay: £30,000.00 per year

Benefits:

On-site gym
Work from home

Application question(s):

Do you have at least 12 months experience in a Wealth Management Role?
Have you written a suitability letter in a Wealth Management role?

Work Location: In person

Quick apply

Refine Your Search

client advisor jobs in westfield stratford city

Paraplanner

Sales Advisor

Client Care Advisor

Client Advisor

Sales Advisor

JUNIOR SALES ADVISOR

Health Advisor/FOH

Children & Young People Care Recruiter — Principal/Lead Consultant

GUCCI Client Advisor - Full-Time (Heathrow Airport, Terminal 5)

Customer Experience Associate

Client Advisor

Client Engagement Manager

Client Care Advisor

Customer Experience Advisor

GUCCI Client Advisor, Harrods

GUCCI Client Advisor - Westfield (6 Month Contract)

Client Care Advisor

Trainee Financial Advisor

Jewellery Client Advisor

External Relations and Advocacy Advisor

I want to receive the latest job alerts for client advisor in westfield stratford city

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