Are you a business? Hire data analysis 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!
Data Analyst, Data Analytics, SAS, Python, R, Data Modelling, Google Analytics, Adobe Analytics, Coremetrics, GA, AA, Clustering, Propensity Modelling, Segmentation, CRM, CRM Analytics, Marketing ...
Proven experience in data analysis, minimum 2 years * Advanced Expertise in Excel, including modern functions, Power Query and data visualisation * Proven track record in computational modelling & or ...
Key Responsibilities Data Analysis: You will be responsible for conducting comprehensive and accurate data analysis.Data Architecture and Interface: Collaborate with DHS team to ensure seamless ...
Calling all aspiring/fledgling Data Analysts. Do you maybe have a years commercial experience but are looking for a more supportive environment to continue your growth in? Maybe you've just finished ...
Responsibilities will include you undertaking analysis and manipulation of data/databases using advanced analytical techniques and applications, building and maintaining databases and core datasets ...
Data Analyst Degree Apprenticeship (42 Months) - Job ID: 2623080 | Amazon.jobs If you apply to QA directly, via the apply button, your application will not be reviewed. Find your Future with Amazon ...
In this pivotal role, you will oversee the collection, management, and analysis of imaging data from clinical trials. You'll ensure data quality and integrity, working closely with a dynamic team to ...
Employers want to know
Do you have work experience?
Are you looking to benefit from a new career in Data Analysis? If you are detail orientated, perceptive, organised, competent, analytical and can communicate well with those around you; you could ...
Building analytical tools to utilize the data pipeline, providing actionable insight into key business performance metrics including operational efficiency and customer acquisition * Managing the SQL ...
Data Analyst Location: Blackburn (Hybrid 3 days on site) Salary: up to £40,000 Position Overview: The succesful Data Analyst will provide ongoing support for the development and improvement of ...
Monthly closing; analyse sales and cost data and, together with the Chief Finance Officer, prepare the Board pack, including KPIs, trends and drafting of the report commentary. * Support enhanced ...
Example responsibilities include: - Catalogue and organise metadata like a pro, ensuring it's easily accessible and understandable for everyone in the company. - Perform data analysis to better ...
They are looking for an SAP Authorisation and Master Data Analyst with experience in S/4HANA and Fiori. The role is based in Runcorn with fully on-site working - 5 days on-site. Description * Support ...
We are on the lookout for brilliant Graduate Data Analysts RIGHT NOW at Grayce! Change and transformation for the world's most ambitious organisations Grayce partners with some of the world's most ...
... data analytics and reporting, If you are ready for the next step in your HR Systems career, and ... Responsibilities : * Analyse and optimize existing systems for efficiency. * Support reporting ...
Collation and analysis of non-conformance data through the business tool, Google NLP, highlighting any adverse trends and risks to the business and also opportunities for improvement. This is to ...
Analyzes data requirements and provides data analysis techniques, and applies data modeling (including data vault) and data quality techniques to establish, modify or maintain data structures and ...
Strong data analysis and report writing skills. * Proficiency in MS Office Suite (Word, Excel, PowerPoint). * Interpersonal and leadership skills to inspire and motivate your team. * A problem ...
Data Analysis and Reporting (Good IT skills, especially Excel, Ability to create Reports and PowerPoint presentations) * New Product Introduction (APQP, PPAP, PFMEA, PSW, etc.) * Leadership of an ...
Carry out detailed data analysis on Sales Support activity and manipulate data as required using excel. * Provide Bid Management, coordinating on RFP's/RFI's/tender opportunities. * Plan, structure ...
... data analysis, and reporting tools. you are seeking a stimulating challenge, and extensive exposure that comes with a role at EG Group, this opportunity might be just what you are looking for! This ...