Are you a business? Hire assistant candidates in Southport
Are you an experienced Paraplanner seeking a rewarding role within a leading IFA practice? Can you commute to Southport? ARR Talent is partnering with a prominent mid-sized IFA practice who going through an exciting expansion phase. We are currently seeking a technically strong Paraplanner to join their small Paraplanner team. This role presents an exciting opportunity to play an integral role within the firm and contribute significantly to achieving exceptional client outcomes. You will be working towards or have achieved Level 4 Diploma qualification and be a career Paraplanner. You will have a passion for high-quality advice and an ability to think outside the box. Skills and experience: We're seeking an individual who thrives on the technical and forensic aspects of Paraplanning. You will be joining an experienced team of Independent Financial Advisers plus two trainee Advisers, therefore, our new Paraplanner will have a very important role to play and will be valued as such. We are looking for an individual with the same client-focused outlook as ours and who has the technical knowledge, qualifications, and experience to make a valuable contribution to client outcomes. The practice focuses on providing holistic financial advice to individual and corporate clients primarily across the North West. They have a very strong Employee Benefits offering creating additional avenues for high-net-worth and more complex financial planning opportunities. Key responsibilities: · Collating client data to provide a detailed client overview. · Forensic Analysis of Client Factfind, Ceding Scheme Information and Clients Objectives to provide a basis for research and solutions. · Use of risk profiling and fund analysis tools to provide detailed analysis of clients’ holdings, performance, risk, diversification, and reduction in yield. · Assistance in the production of Suitability Letters. · Responsibility for ensuring the Client’s Compliance file is complete and correct for checking by the Compliance Manager. · Use of Cashflow modelling tools to provide detailed analysis of retirement planning and income options. · Attending client meetings, note taking and action point noting to be delegated to the administration team. · Ad Hoc project work as and when required in order to comply and stay ahead of legislation and FCA regulations. · Maintenance and management of the New Business Register, including regular reporting of Management Information to assist in T&C. · Working with other Professional Advisers to collate client information and assist in the holistic advice process. · Coordinating the administration function to ensure activities are completed accurately and within agreed timescales. · All other proactive activities to support the advice process and to support the compliance team. In addition, your skills and experience will help you to: Demonstrate excellent communication skills with both internal and external stakeholders. Maintain confidentiality and show tact and empathy with clients and team members. Showcase a high level of IT competency and confidence in using various software. Embody a positive, motivated, and team-oriented attitude. Salary and benefits: Basic salary up to £35,000 dependent on experience. Comprehensive employee benefits package and Employee Value Proposition. Opportunities for professional development and support in achieving Chartered Status. Generous holiday allowance plus all bank holidays. Company supported staff and charity events. The next step If you are an experienced Paraplanner and considering your career options, we want to hear from you. Please get in touch and click "APPLY" today! About ARR Talent: As a specialist Financial Services recruitment company, we bring unique expertise, industry insights and connections, whether you are looking for a new opportunity or want to recruit great talent into your business. At ARR Talent we value the importance of communication, transparency and follow-up and we focus on delivering only high-quality, qualified candidates to our clients. We look forward to starting your journey with you!
Birch Abbey is a Nursing home catering for up to 60 residents. The ho... ZIPC1_UKTJ
As an Assistant Manager you will be helping the General Manager maintain our high standards, making sure that service is running smoothly and that the team is supported. As a friendly face for both ...
At Adaptable Recruitment we have a fantastic opportunity for a Executive Assistant to the CEO join an award winning family owned company in the Southport area working in a brilliant office ...
Residential Conveyancing, Conveyancing, Conveyancing Paralegal, Conveyancing Assistant, CLC, Conveyancing Legal Executive
... finance manager, accountant, analysts, supervisor and director). · IT industry (IT support, cyber security, web designer, engineers and web developer). · Health industry (care assistant, care ...
Answering our busy phone and forwarding calls to the right person. The Admin Assistant Package * Office based in Southport * Salary £18k - £22k * £5k performance incentive Admin Assistant desired ...
ABOUT YOU To join us as a Bank Housekeeping Assistant you'll need a caring nature, personable approach and good practical skills. Just as importantly, you should be reliable and keen to use your ...
At Aldi, you'll never find yourself bored and twiddling your thumbs on the till as a Store Assistant. In fact, time will fly by. You'll do everything from checking off deliveries to dealing with ...
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Registration involves an enhanced DBS check, ID checks. The role will include: * Assisting the teacher with classroom preparation * Working with students who require specialist support * Leading ...
And since there's always loads of support from those around you, ranging from Store Managers to ... Level 2 Retail qualification and be working as a fully-fledged Store Assistant with real ...
... day could find you supporting the Store Manager with sorting out deliveries, placing orders or ... At the same time, youll help to handle the over-riding goals of maximising sales in your store ...
Administrative Assistant Location: Southport (on-site) Package : Negotiable + Benefits This is a ... The successful applicants should have at least 12 months customer service experience. Insurance ...
... the service. Every customer should leave wanting to return. That's why we're looking for a ... online and at the locations. * 5 Family and Friends get 25% off Food & Drink * Access to ...
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The Royal Clifton Hotel boasts 120 Bedrooms, an on-site Bar & Restaurant as well as suitable Conference & Events Facilities and we are looking to... ZIPC1_UKCT
Excellent opportunities to develop and career opportunities across Boots Opticians, Retail and Pharmacy. Why Boots? Boots Opticians is one of the leading optical chains in the UK. We're all about ...
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We are looking for a Care Assistant to join our team at Birch Abbey Nursing Home, Alexandra Road ... part time contracts available. To see the Home Follow the Link: Birch Abbey is a Nursing home ...
Join us at Ember Inns, a local to be proud of. Think, traditional pub grub, roaring fires and real ales set at the heart of the community. If you want to be part of the Inn crowd, we want to hear ...
Assistant Manager Beautiful, full-table, premium dining restaurant concept! The Perks: * Great work life balance * Fun working environment * Fantastic opportunity to progress and develop * Free meal ...