Are you a business? Hire projects 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!
We are Concept Projects Group, the engineering project delivery specialists! We pride ourselves on being a leading provider of comprehensive engineering project delivery services across a wide range ...
Transformation FinanceBusiness Analyst - Projects Location: Blackburn, BB1 2FA - Office Based Contract: Full Time / Permanent Salary: £36,000 - £47,000 (Dependent on experience) & bonus scheme ...
As a category manager within the CP&I team, you will be responsible for the oversight of capital projects and decommissioning across the NDA estate, the category oversees a portfolio of projects of ...
This role involves a strong focus on the financial aspects of ongoing projects related to the implementation of the National Resources and Waste Strategy. Key Duties: - Prepare budgets, forecasts ...
Leyland, Lancashire A Major FMCG Manufacturing client of ours are looking to grow the Projects department by recruiting 2 Experienced Project Managers into the team. The Engineering Project Manager ...
Provide support to the Programme Managers and Manufacturing Management Team to define, plan, direct and deliver the manufacturing projects/contracts against business plan targets through rigorous ...
There are currently at least 5 large programs running, and they're looking for someone eager to manage projects from start to finish. Working structure: Hybrid / 3 days in the office (in Blackpool ...
Commercial Project Manager (Medical / Mobility)£45,000 - £50,000 (£65,000 OTE) + 5K Allowance + 20% Bonus + Progression + Company Benefits WiganDo you have a background in mobility equipment or ...
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Successful track record of finishing projects with regards to results, timing, customer satisfaction and quality Company Information As a business our client is a market leading manufacturing company ...
Homeless Prevention - Senior Project Worker £31,500 per annum 37 hours per week, Permanent Location - Based at The Spires, Maudland Bank, Preston What will you be doing in this role? This role is ...
Project Manager North West / Hybrid £40,000 - £55,000 Project Manager | Agile PM | JIRA The Company My client is a software development company based in the North West with a long history of ...
... Projects with 2-3 years of this in Project Management or similar (BIW/automation/production line installations) * Ability to engage and work within a multi-functional programme team comprising both ...
Our projects are designed to be environmentally and socially responsible and will offer you opportunities to learn and grow throughout the project cycle. As part of our team, you will benefit from a ...
Do you have experience of delivering engineering projects on Top Tier COMAH sites?Ideally you will have successfully managed projects on ageing assets.Summary of this role * Managing all stages of ...
... projects. This involves understanding finances, legal requirements, technology, and managing people. • Acting as the main contractor, overseeing materials' selection, ordering, storage, and ...
Experience in Managing CAPEX Projects The Role The successful candidate will be the primary contact from start to finish, and the role is focused around managing multiple projects with the ...
Lead the delivery of various capital projects throughout the UK ensuring the complexity, cost, time‐constraints are fully understood and handled. Responsible for all stages of projects from ...
Planning Projects * Project Criteria * Co-ordinate Project reviews * Ensure the proper implementation of project elements * Develop and maintain good and effective working relationships with ...
Managing projects from concept to completion. * Bespoke machinery & systems. * Mentoring junior engineers. * Opportunity to become the Design Manager. * New role due to continued growth. Our client ...
... projects. Working in an exciting and changing environment, there are opportunities to contribute and make a difference in delivering capability to our customers. Our Business: We respect new ...
To lead on the delivery of several multi-tenure development projects on time, within budget and to a high quality, by initiating, developing and maintaining positive working relationships with ...
Experience managing multiple smaller scale projects up to the value of £1,000,000 is a key factor they are looking for within the rail and civils sector. Responsibilities: * Managing client ...
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