Career advisor Work, Jobs in East Dulwich, Gtl (with Salaries)

Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Customer Service & Sales Advisor
Stellantis &You —Croydon
- Up to £60,000 a year
- Weekend availability
- Customer service
- In-person
- Retail sales
- Store discount
- Health & wellbeing programme
Quick apply
13d
Career and Education advisor
The Love Legacy CIC —Haringey
- From £1,750 a month
- Seasonal
- Hybrid work
- CRM software
- Administrative experience
- Working with children
Quick apply
Client Care Advisor
Vets for Pets —London
- Part-time
- Computer literacy
- Employee discount
5d
Customer Experience Associate
KITH —London
- £14.42 an hour
- Part-time
- Customer service
- Communication skills
- Retail sales
Tesco Travel Money Advisor
Travelex —Beckton
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Smoke Free Advisor
Change Grow Live —Croydon
- £26,296.03 - £27,165.10 a year
- Microsoft Office
- In-person
- Annual leave
- Employee assistance programme
Sales Advisor
Hotel Chocolat —London
- £14.15 an hour
- Hotel
- Café
- Employee discount
Retail Sales Advisor - Orpington
Oak Furnitureland —Orpington
- £45,000 - £50,000 a year
- Full-time
- Sales
- Retail sales
- Free parking
- Employee assistance programme
Direct Payments Advisor
Barnet Council —London
- Full-time
- Hybrid work
- Oracle
- Administrative experience
- Presentation skills
- Annual leave
- Flexitime
Restart Advisor
Ingeus UK —Wandsworth
- £31,930 a year
- Full-time
- Organisational skills
- Communication skills
- Annual leave
- Employee assistance programme
2d
Talent Development Partner
Pinnacle Group —London
- £45,000 a year
- Hybrid work
- Hospitality
- Management
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Journey Advisor
Shaw Trust —London
- £31,264 - £37,515 a year
- Travel
- Annual leave
- Employee assistance programme
5d
Welfare and Income Assistant
ccha —Croydon
- £30,754.50 a year
- Hybrid work
- Customer service
- Organisational skills
- IT
- Annual leave
Quick apply
13d
Mercedes-Benz Service Advisor
Sytner Mercedes-Benz of Colindale —London
- Weekend availability
- Customer service
- Administrative experience
- Organisational skills
- Employee discount
Human Resources Advisor
Markmonitor Inc. —London
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Quick apply
Sales Advisor
The Dune Group —Bromley
- Part-time
- Employee assistance programme
- Employee discount
Quick apply
Retail Sales Advisor -32 Hours
DFS —Croydon
- £12.71 an hour
- Sales
- Employee assistance programme
- Employee discount
Quick apply
Customer Services Advisor
Halfords —Bromley
- £12.15 - £14.01 an hour
- Part-time
- Sales
- Customer service
- Store discount
- Health & wellbeing programme
3d
Sales Advisor
iman organisation —London
- £550 - £850 a week
- Full-time
- Bilingual
- Sales
- Customer service
- Flexitime
- Employee stock ownership plan
Quick apply
3d

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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

career advisor jobs in east dulwich, gtl

Paraplanner

Customer Service & Sales Advisor

Career and Education advisor

Client Care Advisor

Customer Experience Associate

Tesco Travel Money Advisor

Smoke Free Advisor

Sales Advisor

Retail Sales Advisor - Orpington

Direct Payments Advisor

Restart Advisor

Talent Development Partner

Journey Advisor

Welfare and Income Assistant

Mercedes-Benz Service Advisor

Human Resources Advisor

Sales Advisor

Retail Sales Advisor -32 Hours

Customer Services Advisor

Sales Advisor

I want to receive the latest job alerts for career advisor in east dulwich, gtl

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