financial planner assistant

mbf.

<p>We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they are happy to be able to offer experienced Paraplanners the opportunity to work from home - they have offices across the UK so you will be able to go into your local office one a month for team meetings etc.</p><p></p><p>Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support.</p><p></p><p>Responsibilities will include;</p><ul><li>Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions</li><li>Carry out any necessary technical research</li><li>Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome</li><li>Work with the financial planner to ensure the correct client outcome is achieved</li><li>Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc</li><li>Support the financial planner with tech</li></ul><p></p><p>Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation.</p><p></p><p>If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office.</p><p></p><p>The package details;</p><ul><li>Salary to £52,000</li><li>Annual discretionary bonus</li><li>Excellent Pension</li><li>Group Life Assurance</li><li>Group Income Protection</li><li>Private Medical Insurance</li><li>Employee Assistant Programme</li><li>Generous Holiday Allowance</li><li>Flexibens Package</li></ul><p></p><p>This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.</p><p></p><p>You will be joining a well-known and highly respected organisation with excellent career development opportunities.</p>

paraplanner

NJR Recruitment

<p><strong>Paraplanner</strong></p> <p><strong>Leicestershire</strong></p> <p><strong>Salary up to 35,000</strong></p> <p><strong>2 days hybrid working is available</strong></p> <p><strong>Free Parking available on site</strong></p> <p><strong>Exam funding </strong></p> <p><strong>Death in service & 25 Days Holiday </strong></p> <p>NJR are currently representing a well-established Financial Planning practice who, due to their continued growth are now seeking an <strong>experienced Paraplanner</strong> to join their team. Our client operates an <strong>open and family culture</strong> and work from modern state of the art offices. The successful candidate you will be responsible for writing bespoke suitability reports and providing technical research services to the Managing Director. You will ensure that the preparation of advice for clients (both internal and external) is of the highest quality and delivered in an efficient manner; whilst mitigating any risks to the organisation as well as assisting with the achievement of Business targets.</p> <p>Responsibilities</p> <p>" Providing full Paraplanning/Administrative support, to a busy team of Financial Planners, including the preparation of suitability reports and supporting documentation, submitting new business and other transaction requests to providers.</p> <p>" Regular engagement with clients via telephone, email, and letter</p> <p>" You will need to be proficient in understanding and identifying possible client outcomes/solutions, derived from detailed information recorded in Know Your Client (KYC) documents</p> <p>" Collect quantitative detailed information required to compile a Financial Plan.</p> <p>" Ensure that all compliance paperwork is present</p> <p>" Confirm client risk profile is determined</p> <p>" Identify and obtain the information necessary to compile financial cash flow forecast</p> <p>" Establish and build strong relationships with clients and attend client meetings with Planner if required.</p> <p>" Update cash flow models in preparation for review meetings</p> <p>The successful candidate will need to have proven experience working as a Paraplanner - preferably within an IFA environment with knowledge of Investment and Pension products. Ideally working towards Level 4 Diploma. You will be having excellent Microsoft and Excel skills solid communication and interpersonal skills.</p> <p>Our client is looking for someone with a can-do attitude, who can deliver a first-class service to clients as well as having the ability to build strong relationships and displaying professionalism at all times.</p> <p>For further information please contact one of our specialist consultants quoting REF: NJR15624</p>

Paraplanner

Abdulla Al Arif Investment

<p>Job Description</p><p>Roles &amp; Responsibilities</p><ul><li>Assist in Preparation of Tender Programmes as per the Tender documents requirement.</li><li>Coordinate with Sr. planner/ Planner for preparation of detailed programmes as per contract requirements.</li><li>Propose the Productivity sheet for the Project.</li><li>Coordinate with the Sr. planner for calculating the manpower requirements (trade wise) as per the defined productivity.</li><li>Preparation of a weight system.</li><li>Coordinate with the Sr. planner/ Planner for loading the manpower, major quantities, Weightage and cost over the activities of the Programme of work (as required).</li><li>Estimating the projects cash flow</li><li>Preparation of the projects measurement tools like S-curve, Tabular reports, histograms, and other KPI&rsquo;s.</li><li>Highlight the Critical path(s) and take the necessary actions with coordination of other Project key staff.</li><li>Insure that QHSE requirements are integrated to the Programmes.</li><li>Coordinate with the Sr. planner/ Planner for preparation of Internal Programme of Works (if required).</li><li>Coordinate with the Sr. planner/ Planner Assistant for issuing the subcontractor&rsquo;s programmes with coordination of Procurement engineers.</li><li>Coordinate with the Sr. planner/ Planner/ Planner Assistant for preparing the weekly/monthly reports.</li><li>Coordinate with the Sr. planner/ Planner/ Planner Assistant for preparing the internal Planning reports.</li><li>Highlighting the Critical/ Longest Path to Planning Manager on Weekly Basis before issuance of the Weekly/ Monthly report.</li><li>Highlighting the Area of Concerns to Planning Manager on Weekly Basis before issuance of the Weekly/ Monthly report.</li><li>Coordinate with the Sr. planner/ Planner for forecasting the future problems and inform the Planning Manager to take the necessary actions.</li><li>Monitor the manpower &amp; equipment and make sure that they are correct as per Project/ Site conditions.</li><li>Coordinate with the Sr. planner for updating the Projects cash flow.</li><li>Coordinate with the Sr. planner/ Planner for preparation of Planning related correspondences to Client/ Engineer/ Sub-consultant/ Subcontractors/ and other parties.</li><li>Attending the required meetings.</li><li>Attending the required Audits.</li><li>Preparation of Notices for EoT.</li><li>Coordinate with the Sr. planner for Preparation of EoT claims.</li></ul><p>Job Type: Full-time</p><p>Pay: AED30,000.00 - AED35,000.00 per month</p>

Planning Manager (Civil)

Dynamite Recruitment Solutions Ltd

Dynamite Recruitment are supporting a small independent financial planning firm near Fareham on the recruit of a <strong>Paraplanner</strong> to support the Advisors and help with some administrative duties as part of a small, friendly team. Focused on delivering personal, high-quality advice. <strong>Key Responsibilities</strong> <ul> <li>Prepare suitability reports and support advisers with research and analysis.</li><li>Assist with cashflow modelling and product research.</li><li>Liaise with clients and providers to gather information.</li><li>Maintain accurate client records and process new business.</li><li>Provide administrative support such as scheduling meetings and handling paperwork.</li></ul> <strong>Skills & Experience</strong> <ul> <li>1+ year in paraplanning or financial services.</li><li>Working towards or holding Level 4 Diploma (desirable).</li><li>Good technical knowledge of pensions, investments, and protection.</li><li>Strong attention to detail and communication skills.</li><li>Confident using back-office and financial planning software.</li></ul> <strong>What We Offer</strong> <ul> <li>Competitive salary</li><li>Training and qualification support</li><li>Friendly team and flexible working options</li></ul> £35,000 - £40,000 Full time or Part time For more information please apply or contact Tegan at Dynamite Recruitment

Sandvik

<div><div>Site Maintenance Planner</div><div>
Sandvik Mining and Rock Solution is a business area within the Sandvik Group and a leading global supplier of equipment, tools, service, and technical solutions for the mining industry. The product offering covers rock drilling, rock cutting, rock crushing, loading and hauling and materials handling.</div><div>
Scope</div><div>
The Maintenance Planner works alongside the Central Maintenance Planner, Site Manager, Assistant Site Manager to manage the maintenance planning processes on site to achieve customer satisfaction internally and externally and ensure compliance with contractual requirements. The Planner must ensure good preventative maintenance practices and achieve a high level of customer satisfaction whilst ensuring Site and Sandvik Safety and Environmental guidelines are adhered to.</div><div>
Key performance areas:</div><div>
EHS</div><ul><li><div>
Ensuring that all reasonable steps are taken to ensure a safe and healthy working environment.</div></li></ul><div>
Manage Maintenance Planning Processes</div><ul><li><div>
Service scheduling</div></li><li><div>
Stores/Stock holding requirements to meet plan</div></li><li><div>
Production of job plans including JSA and MSDS requirements</div></li><li><div>
CMMS upkeep</div></li><li><div>
Manage condition monitoring</div></li></ul><div>
Manage Fleet Planning</div><ul><li><div>
3 months in advance</div></li><li><div>
Liase with Site Manager and Mine Department to ensure plan optimisation</div></li><li><div>
Ensure CMMS processes are followed on time</div></li><li><div>
Resource planning to tie in with fleet schedule</div></li><li><div>
Defect analysis and ensuring maintenance envelope is constantly being reviewed for improvement</div></li></ul><div>
 Financial Management</div><ul><li><div>
Ensure all costs are recovered to the CMMS</div></li><li><div>
Preparation of quotes for major work</div></li><li><div>
Assist Site Manager develop site budget</div></li><li><div>
Ensure Site Manager has a budget maintenance plan for each financial year</div></li><li><div>
Assist Site Manager with site Invoicing</div></li><li><div>
Assist Site Manager with monthly reporting and analysis of information</div></li></ul><div>
Product</div><ul><li><div>
Sandvik product knowledge ie. Loaders, trucks, drills and consumables</div></li><li><div>
Tailor the CMMS system to your site &amp; maintain the equipment register.</div></li><li><div>
Ensure that all components &amp; maintenance are tracked through the CMMS system.</div></li><li><div>
An understanding of oil sampling techniques and analysis.</div></li><li><div>
An understanding of tyres and tyre reporting procedures.</div></li></ul><ul><li><div>
Ensure all resources are available for each &amp; every Work Order.</div></li><li><div>
Assisting the warehouse personnel manage the resources necessary to efficiently complete all maintenance work on a just in time basis with necessary long lead-time insurance spares.</div></li><li><div>
Managing all backlog files and WIP.</div></li><li><div>
Assist warehouse personnel to learn the various parts of each piece of equipment thereby ensuring care of parts (including receiving &amp; shelf life rotation standards).</div></li><li><div>
Ensuring the direct linking of Condition monitoring to the CMMS.</div></li><li><div>
Ensure the development of mechanical maintenance plans for all site equipment in accordance with contract requirements.</div></li><li><div>
Review the maintenance costs regularly in close liaison with the Project Manager with a view to continually improve cost efficiencies for the contract.</div></li></ul><div>
Behavioural &amp; Technical Competencies &ndash;</div><ul><li><div>
Must be flexible, self -motivated and demonstrate initiative;</div></li><li><div>
An in depth understanding of customer business processes;</div></li><li><div>
Superior customer relations skills;</div></li><li><div>
Highly developed time management and organisational skills;</div></li><li><div>
An understanding of the mining industry;</div></li><li><div>
Provide technical advice and procedural detail to service technicians as required;</div></li><li><div>
High level of initiative, drive and determination to achieve goals and targets set for customer satisfaction.</div></li></ul><div>
Critical Success Factors</div><ul><li><div>
Building relations and learning the Sandvik Parts &amp; Service organization, Sandvik business and the Sandvik way of working.</div></li><li><div>
Hard working, well organized and able to manage numerous tasks simultaneously under deadline pressure.</div></li></ul><div>
Your profile</div><ul><li><div>
BE/Diploma in Engineering is a minimum requirement.</div></li><li><div>
5 years&rsquo; experience in heavy earthmoving equipment maintenance.</div></li><li><div>
Previous experience in Maintenance Planning is desirable</div></li><li><div>
Know how to interpret hydraulic, pneumatic, and electrical diagrams</div></li><li><div>
Knowledgeable in computer software applications</div></li></ul></div>

Site Maintenance Planner

Nivel Parts And Manufacturing

<p></p><div><p><b>PRODUCTION BUYER / PLANNER ASSISTANT - Contractor</b></p>
<p>
Production Buyer / Planer Assistant will act in a support role to our Production Planner. The position requires the capacity to work individually and in a team environment, build effective working relationships inside and outside of the group. The person in this position must be flexible and have the ability to get along well with others.</p>
<p><b>
This is a contract position</b>: $17-22 Depending on experience.</p><br>
<p></p>
<p><b>
Duties and Responsibilities:</b></p>
<p>
An overview of the job duties and responsibilities include but are not limited to:</p>
<ul>
<li>Manage inventory of raw materials for production</li>
<li>Place orders and schedule delivery of items based on demand forecast</li>
<li>Liaison between sales, purchasing, and production to ensure materials on hand to build.</li>
<li>Reviews shortage reports to determine requirements and overdue material</li>
<li>Maintain supplier relationships</li>
<li>Expedite/ Cancel orders as required</li>
<li>Maintains procurement records to document items or services purchased</li>
<li>Assists in setting up part numbers as needed, including pricing, lead time, min order qty, primary and secondary supplier and other purchasing related functions</li>
<li>Ability to manage and track in-bound shipments from both International &amp; Domestic Suppliers</li>
<li>Other duties as assigned.</li></ul><br>
<p></p>
<p><b>
Education and Experience:</b></p>
<ul>
<li>Minimum of 2+ years in administrative or support position.</li>
<li>Procurement experience is a plus, good analytical skills.</li>
<li>Someone who has worked in manufacturing or distribution is a plus.</li>
<li>Strong Math and problem-solving skills required.</li>
<li>College degree is a plus but not required if years of experience.</li></ul><br>
<p></p>
<p><b>
Knowledge Skills and Abilities:</b></p>
<ul>
<li>Strong interpersonal skills with a detailed focus on follow-up processes</li>
<li>Strong communications skills</li>
<li>Microsoft Office &ndash; Word, Excel is required.</li>
<li>Experience with AX &ndash; Microsoft Dynamics Procurement or other similar software is plus.</li>
<li>Ability to prioritize work assignment</li></ul><p></p><p><br>
Equal Opportunity Employer<br>
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.</p></div>

Production Buyer/Planner Assistant

<p><strong>Client Review Administrator - IFA Firm</strong></p> <p><strong>£24,000 - £28,000</strong></p> <p><strong>Leicester Area </strong></p> <p><strong>Hybrid working </strong></p> <p>Benefits</p> <p>25 days holiday, plus bank holidays.</p> <p>Generous non-contributory pension scheme, commencing after three months' continuous service.</p> <p>Free death in service, subject to qualifying criteria, commencing after three months' continuous service.</p> <p>Brand new air-conditioned modern offices, offering full kitchen and dining facilities, gym, and free secure on and off-site parking.</p> <p>Dress down Fridays.</p> <p>NJR Recruitment are currently working alongside a well-established firm of Independent Financial Advisers who have had year on year growth. As a result of this continued growth, they have an exciting opportunity for an additional Administrator to join their Client Review Team. The successful Candidate will be responsible for providing long term administration support to the Financial Planners with an emphasis on client review.</p> <p>Our client specialise in providing bespoke Financial Advice to their well established and growing Client base, to be considered you will need to have Industry related experience in return you will be working within a professional but friendly working environment offer career development.</p> <p>Duties of the Client Review Team Administrator:</p> <p>" Make client appointments</p> <p>" Produce valuations</p> <p>" Prepare cash flow modelling (information gathering and understanding)</p> <p>" Prepare portfolio comparison analytics</p> <p>" Action fund switches</p> <p>" Carry out attitude to risk questionnaires</p> <p>" Prepare new and existing client appointment packs</p> <p>" Adviser diary management</p> <p>" Regular engagement with clients and providers via telephone, email and letter</p> <p>" Produce no action and fund switch suitability letters</p> <p>" Maintain clear and compliant records</p> <p>" General admin duties, scanning, photocopying, etc</p> <p>" Carry out other related duties when required</p> <p>" Attend departmental meetings and training</p> <p>Experience and Skills Required:</p> <p>" Has worked in the financial services industry for a minimum of 1 year and thrives in a fast paced and accurate data input environment. </p> <p>" An understanding of regulations/compliance would be advantageous.</p> <p>" A working knowledge of Microsoft Word, Excel and Outlook with the ability to get to grips with, what might be an unfamiliar software package, e.g., our back-office system (Xplan).</p> <p>" Excellent customer facing interactions, good administration skills/phone manner and IT skills</p> <p>" Be an integral part of the team - a good communicator, willing to input new ideas and suggestions to improve process.</p> <p>" Flexible in their approach to work and processes. The right candidate should be able to adapt/evolve as working practices change</p> <p>If you are interested in this role then apply online or for further information speak to one of our specialist recruiters, quoting reference NJR15889</p>

Client Review Administrator

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paraplanner

Paraplanner

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Production Buyer/Planner Assistant

Client Review Administrator