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Paraplanner - Part Qualified or Qualified Tring – Hybrid (1-2 days from home) To £47,500, plus benefits Our client is a specialist ‘whole of market’ financial planning firm providing independent financial planning advice to individuals, families, companies and trusts. They have been established to provide highly personalised financial planning service They now require a Part-Qualified or Qualified Paraplanner to join the firm, in a firm where you will have full autonomy! Support the financial advisers and other back office team by handling administrative tasks and report writing/paraplanning tasks such as Cashflow analysis and comparing and evaluating financial products and investment solutions. You would be expected to work to strict deadlines to ensure the suitability reports and all tasks are completed within their expected timeframes, which ensures the advisers can continue to provide their clients a valuable service. Key Responsibilities: • Discuss and prioritise client objectives with the Financial Advisers, then take ownership of a case and prepare an accurate suitability report which reflects these objectives and how we are recommending they look to achieve them., • Check that we have up to date client information (i.e., FactFind, ATR, client agreement, fee agreement, handover sheet, and meeting notes) before report requests are submitted to the paraplanner queue., • Check the client’s attitude to risk, using the Finametrica system, and evaluate whether their existing investment solutions remain in line with their ATR, as well as being suitable to meet their objectives., • Carry out technical research on any existing and newly recommended financial products to provide meaningful comparisons for the advisers to present to their clients., • Carry out individual fund and investment solution research for existing and newly recommended investment strategies., • Produce illustrations from the relevant provider websites and platforms., • Complete IHT calculations where appropriate., • Complete critical yield calculations for replacement business, • Run charge comparisons for replacement business, • Ensure all relevant compliance, internal business documents, and provider documents have been completed and are saved on the SharePoint and Intelligent Office, • Preparing suitability reports, including cashflow forecasts using the Genovo System, for a wide variety of advice areas including investment planning, pension planning, mortgage planning, IHT planning and protection planning., • Work with the admin team and advisers to ensure reports are issued to clients in a timely fashion., • Ensure all plans and fees on Intelligent Office are kept up to date with current valuations and add any new plans and service cases to demonstrate the new business pipeline to the senior management team., • Ensure all Paraplanner Queue and individual tasks are carried out and kept up to date on Intelligent Office., • Produce MI reports for the senior management team, from IO, when requested. Person Specification: • Numerical and problem-solving skills, • Accuracy and high attention to detail, • IT skills – Microsoft Office Outlook, Word, Excel, • Excellent written and spoken communication skills, • Flexibility and a positive attitude towards opportunity, • A mindset that puts the customer at the centre of everything we do, • An ability to work independently and as a team Education/Experience Requirements: • Minimum of 2 years’ experience working as a paraplanner preferred., • Working towards Diploma in Financial Planning qualification preferred., • Strong understanding of financial products, tax, pensions, and investment strategies., • Working knowledge of the following systems is highly advantageous but not essential: Intelligent Office, Genovo, Finametrica, Cash Calc., • Experience using provider websites and platforms such as Transact, Royal London, Aviva, Prudential, AJ Bell and Aegon. Location This is a full-time hybrid role working 3-4 days out of the office in Tring and 1-2 days a week working from home (Once probation has been passed). Benefits Employee benefits include company pension via salary sacrifice scheme and death in service life assurance.

Now accepting applicants for Focus Group studies. Earn up to £700 per week part-time working from home. Must register to see if you qualify. No Customer Service Representative Agent experience needed. Customer Service Representative Agent Work From Home - Part Time Remote Focus Group Panelists Our company is seeking individuals to participate in National & Local Paid Focus Groups, Clinical Trials, and Market Research assignments. With most of our paid focus group studies, you have the option to participate remotely online or in-person. This is a great way to earn additional income from the comfort of your home. Compensation: £55 - £120 (per 1 hour session) £250 - £700 (multi-session studies) Job Requirements: Show up at least 10 mins before discussion start time. Participate by completing written and oral instructions. Complete written survey provided for each panel. MUST actually use products and/or services, if provided. Then be ready to discuss PRIOR to meeting date. Qualifications: Must have either a smartphone with working camera or desktop/laptop with webcam Must have access to high speed internet connection Desire to fully participate in one or several of the above topics Ability to read, understand, and follow oral and written instructions. Customer service representative agent experience is not necessary. Job Benefits: Flexibility to take part in discussions online or in-person. No commute needed should you choose to work from home remotely. No minimum hours. You can do this part-time or full-time Enjoy free samples from our sponsors and partners in exchange for your honest feedback of their products. You get to review and use new products or services before they are released to the public. You must apply on our website and complete a set of questionnaire to see if you qualify. This position is perfect for anyone looking for temporary, part-time or full-time work. The hours are flexible and no previous experience is required. If you are a customer service representative agent or someone just looking for a flexible part time remote work from home job, this is a great way to supplement your income.

We specialise in permanent, temporary and contract recruitment with areas of expertise including: Accounts Payable, Accounts Receivable, Payroll, Finance Admin, Part Qualified Finance, Credit Control and Bookkeepers. Accounts Receivable Administrator. Someone who can confidently hit the ground runni

A leading aerospace company in Hemel Hempstead seeks a Sales Support Administrator, offering a salary up to £33k. The role involves supporting the Senior Sales Director with daily admin tasks, handling high-volume data entry and calls.

A leading construction firm in Kings Langley is seeking an L&D Apprentice to support training delivery and record-keeping.This role involves updating training information, booking training sessions, and maintaining communication with employees and managers.Applicants should possess strong organizati

The ideal candidate will have strong organisational skills, effective workload prioritization, and ICT knowledge. Experience in a school office is desirable but not essential.

A local council in England is seeking an Administration Assistant/Receptionist for Heritage House School. Experience in a school environment is desirable but not essential.