Are you a business? Hire skills 4 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!
My Four Wheels are looking to expand our team and are recruiting both part time and full time ... skills, Enjoy meeting new people We provide the most cost effective training in the UK. Once you ...
Entry Criteria: 1) Proven experience of working to tight deadlines. 2) Analysing information from a wide range of sources. 3) Risk management skills. 4 Safeguarding experience beneficial Analysis ...
We have an exciting opportunity for an Optical Tutor & Skills Coach to join an established team of ... Life insurance based on 4 x annual salary * Health Cash Plan (after qualifying period) * Annual CPD ...
Mechanical Shift Engineer Shift: 4 on 4 off (2 days and 2 nights) x7 rotations, with 18 day blocks off inbetween £38,000 - £42,000 depending on experience, skills and qualifications (Plenty of ...
Bi-annual pay reviews * 1 day a week working onsite, 4 days working from home About Us: We're on a ... Skills: * Proficient in the use of relational databases, including SQL. * Demonstrable experience ...
... skills through secondment with a choice of clients and projects to work on 3 or 4 days a week Support from clients to assist in your technical progression Further integration within your chosen ...
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COMMERCIAL INSURANCE ACCOUNT EXECUTIVE LIVERPOOL 4 DAY WORKING WEEK OPPORTUNITY: My client is a ... SKILLS & ABILITIES: * Experience as a Commercial Account Executive with experience of a range of ...
Strong work ethic and interpersonal skills Benefits: * Four-day working week (Monday to Thursday) * Enhanced annual leave package * Employee referral programme * On-site engagement activities
The course runs full-time for 4 weeks, from 09:30 to 17:30, Monday to Fridays * The course starts on 4th Dec, 18th Dec 2023 You will learn: * L2 Certificate in IT User Skills in Open Systems and ...
Good Numerical & IT skills, (Microsoft Office Suite) * Ability to lead and coordinate successful cross-functional improvements, involving key team members Benefits * 6.4 weeks holiday (pro rata
... skills Please visit the careers site for the full job description and person specification for the role. Salary: £23,114 per annum (SCP 4) progressing by increments to £23,893 per annum (SCP 6) ...
... skills & behavior 4. Problem Solving: Apply WCM approach to identify and eliminate root causes Sees problems through to a complete solution to eliminate the problem Use technical skills to solve ...
Strong IT knowledge with advanced Excel Skills - Power BI and SQL Programming * Excellent and ... The closing date is Friday 26th April at 4:00pm. Sellick Partnership is proud to be an inclusive ...
Job Description Continental Shifts: 12-hour shifts, 4 days on, 4 days off, 4 nights on, 4 nights ... If you're an experienced plumber seeking a fulfilling role where your skills will make a difference ...
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A portfolio that showcases your 3D skills and demonstrates your creativity. Benefits * 25 days holiday + bank holidays * Christmas shutdown * Flexible working hours (core hours 10am-12 & 2-4pm) * x 4 ...
The role is 4 days a week with either 1:3 Saturdays or 1:6 full weekends. The Role: This role would ... The successful candidate will have great communication skills and a willingness to learn and ...
Your time management and administration skills will be second to none. What you'll need: As well as ... We are made up of four unique businesses, two of which focus on apprentice training across a range ...
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... 4 days a week Essential Skills and Attributes: * We're seeking someone with 12 months of relevant admin or claims support experience. * Strong organizational skills, excellent communication, and ...
You can work your full time hours over 4 days and enjoy a long weekend, or work over 5 days to ... Ideal Candidate Skills Knowledge and Experience * Knowledge and experience of the social care ...
During Your First 4-6 Weeks You Will Be Kicking off your induction with our industry-leading ... Attending additional training to further develop your skills. Keeping up to date with the rules and ...