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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 looking for people who are curious, love talking to people and have a car. Does this sound like you? We can offer you a role that will break you out of your daily routine! You will meet new people, see new places and be a part of a journey that challenges the status quo and influences ever...
Excellent communication and interpersonal skills The Benefits This company offers a range of ... They understand the importance of their teams having the right support in place, a healthy work ...
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Work in accordance with Health and Safety Policies and Statutory Health and Safety Legislation ... Company Van provided for work and personal use * Meal allowance, fuel card and costs covered
... in a collaborative and enjoyable culture within our offices. Our company values - we are fair open and honest; we take ownership, and we work togetherWhere possible we consider applications from ...
Confidently create an environment where your team can do their best work in accordance with our Leadership & Company Principles * Mentor your colleagues and supporting your team's training
This company specialise in the telecoms industry working with the council establishments, the NHS ... Work with other team members showing support when needed * Liaise with key clients, ensuring full ...
These roles would ideally suit someone seeking Full time /flexible work looking for 5 shifts per ... If you have all the above and like the idea of working in the utilities industry, you could be one ...
Experience of company secretarial/corporate governance work. * Knowledge of relevant areas of company law and corporate governance practice. * Knowledge of how the principles of best practice in ...
... company growth, they are now recruiting for a Goods in Co-Ordinator to join their team in the Runcorn / Widnes area on a Double Days position. This role offers the opportunity to work for a true ...
Who We Are CDS, a Hewlett Packard Enterprise company (CDS) is a wholly owned subsidiary of Hewlett ... CDS is present in 11 European countries with more than 1,800 employees and embraces all of Hewlett ...
... company at their site based in Wigan on a full time, permanent basis. The Company: Our client is a ... Apply: It is essential that applicants hold entitlement to work in the UK. Please quote job ...
.NET Developer - Global Sports Company - Liverpool (Tech stack: .NET Developer, .NET 8, C#, Blazor ... to work in the UK even though remote working is available. Noir continues to be the leading ...
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Cycle to Work Scheme * On site facilities such as a gym, sauna and steam room The Company is ... This vacancy is advertised in line with the FORD equal opportunities policy.
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Accrued company sick pay (up to 4 weeks) * Fantastic dental, optical & private healthcare cashback ... Proven eligibility to work in the UK * Willing to travel & work in other business locations as ...
It enables our employees to work in a safe and supportive environment in which they make a genuine ... Company Pension 3% Employee, 5% Employer • Life Assurance Cover • UK Healthcare Scheme ...
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In 2022, Medstrom became an Employee Ownership Trust (EOT), unlike any other company in the ... Hours of work: 37.5 per week, Monday to Friday to begin with, and then will include some weekend ...
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Opportunity to work in a rapidly growing company* Hybrid working model with only two days in the office* Chance to make a significant impact on key business decisions What you'll do: As a Finance ...
Company description: Who is Amey? * We are a leading provider of full life-cycle engineering ... Electrician plays an important part in ensuring the planned and reactive maintenance work within ...