Trainee administrative assistant jobs in United Kingdom

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!

Training Executive Carebeans Limited is a contemporary, innovative software company based in the UK. We design and build comprehensive care planning and management software, along with fully integrated mobile applications, for the UK social care sector. We are also developing exciting new in-home technologies to support independent living. Our customers in social care are Residential and Nursing Care Homes alongside businesses that provide care to people living in their own homes, typically called Domiciliary Care Providers. We are a small, hard-working team, delivering high business growth Our mission is: To deliver software that makes life better for the carer and those being cared for. To exploit the latest technology. To enable people to live better, safer and supported lives in their own homes and reduce social isolation. To ensure people living in care homes get the levels of care they deserve. To help care providers provide excellent levels of high quality and cost-efficient care. To offer premium levels of customer service, listening to our customers, responding to their needs whilst bringing new ideas for service delivery. To be the market leader in new technological ideas, challenging preconceptions and finding new, exciting ways to deliver the growing need for care without exponential cost. To build a motivated and rewarded team of care experts who are highly regarded and valued by our customers. Our work environment includes: On-the-job training Growth opportunities Work-from-home days Relaxed atmosphere Carebeans is an approved software supplier on the NHS DSCR DPS programme and as a result we are expanding our customer onboarding team with the addition of a dedicated Customer experience and training executive This person will be office based at one of our Monmouth, Northampton or Daresbury locations and will be mentored by a member of our Senior Leadership Team to become an expert in the use of our systems and the benefits we create for the social care sector. Responsibilities: Deliver structured online software training programmes to our clients. Assessing individual and group training needs to establish users’ knowledge/capability of software programmes. Deliver training to users on an individual or group basis Monitor all trainees’ progress, guaranteeing the necessary experience is attained. Maintain individual and group training records Evaluate the effectiveness of each training Document irregularities and work to find solutions. Comprehensive training and support will be provided to the right candidate. The right candidate is someone who wants to become a key part in a growing business and share in its success. The Ideal candidate will: Have software training experience in social care or be working in the care sector with good knowledge of digital systems. Have a patient and friendly approach to training with the ability to motivate others. Have the ability to provide clear and accurate advice and information to a variety of audiences, both verbally and in writing Excellent administrative, organisation, analytical and technical skills. Have a good understanding of technology Be familiar with Microsoft Office applications Be a problem solver and effectively feedback new enhancement requests to the Operations Team Have excellent administrative, organisation, analytical and technical skills. Be ambitious General Provide general support to the Company and assist with the support and onboarding teams as needed. Participate in and attend sales, training and marketing meetings as required. Proactively contribute to creating a good team atmosphere. Monitor own development towards business and individual objectives. Keep personal IT skills and knowledge up to date The vast majority of our training is delivered online but the right candidate may be required to travel to deliver onsite training. Have a full driving licence Salary is depending upon experience

We are hiring 20 hours / week as receptionist and administrative assistant for a bussy GP surgery. Previous surgery working and EMIS-Web experiences are plus point. As a trainee you will be awarded NHS job with UK minimum wages and NHS pension optional. 6 Months probationary position needs DBS, First Aid CPR, Chaperon training, GDPR and IG CPD certificates level -1 or basic level must be obtained. We can offer online access for CPD training free of charges.