Are you a business? Hire charity 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!
The Brothers of Charity Services is a non-profit organisation that provides a wide range of high-quality care and support services to people with learning disabilities. People are at the heart of our ...
LPS are a well-established nationwide fundraising company with a multitude of charity partners in our portfolio including local hospices and national charities. We are looking for the right person to ...
Do you want to use your skills to support an incredibly impactful charity which helps vulnerable people in the Preston community? The Foxton Centre has been providing support to people on the margins ...
The Hive is an inspirational charity, employing exceptional youth workers and an army of volunteers. It changes the lives of thousands of young people each year, delivering social impact on an ...
Regional Delivery Officer - North West Home-based (within a commutable distance to the North West) About Us Sported is a leading charity supporting the UK's largest network of sport and physical ...
Service Manager, National Healthcare Charity * £42,000 * Liverpool How would it feel to work for one of the UK's largest healthcare charities? How would it feel to know that there are no ...
This initiative, stemming from the youth development charity, who are committed to transforming the residential care experience for young individuals by offering a nurturing environment and fostering ...
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An exciting opportunity has arisen for a Finance Manager to join a professional, high performing team within an established, innovative, and passionate charity. As the Finance Manager you will be ...
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About Murphy Charity is at the heart of Murphy values; you will receive 2 days leave per year to donate your time to a charity of your choosing. Many teams choose to support a charity together to ...
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The charity expects all staff and volunteers to fully support and promote these commitments. So, if you'd like to join us as a Finance Assistant, please apply via the button shown. This vacancy is ...
Child Action Northwest is an award winning charity providing a range of innovative and creative services across the North of England that support children, families and vulnerable adults. Our values ...
Referral bonus and charity donation if someone you introduce joins the company * Season ticket loan, Cycle to work, Electric vehicle and Techscheme programs * Lunch of your choice once a week for ...
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