planning advisor

Parsons

<div>In a world of possibilities, pursue one with endless opportunities. Imagine Next! 

At Parsons, you can imagine a career where you thrive, work with exceptional people, and be yourself. Guided by our leadership vision of valuing people, embracing agility, and fostering growth, we cultivate an innovative culture that empowers you to achieve your full potential. Unleash your talent and redefine what&rsquo;s possible. 
Job Description:
Parsons is looking for an amazingly talented Executive Advisor - Master Planning to join our team! In this role, you will get to provide strategic advisory and oversight on master planning, urban development, landscape, mobility, and governance initiatives to ensure alignment with best practices, regulatory requirements, and stakeholder expectations.
What You'll Be Doing:
Master Planning &amp; Advisory<ul><li>
Provide expert guidance on master planning, urban development, landscape design, mobility solutions, and governance frameworks.</li><li>
Evaluate and provide strategic insights on portfolio projects, ensuring alignment with urban planning best practices.</li><li>
Develop and implement policies, frameworks, and guidelines to improve planning processes and governance structures.</li><li>
Conduct comparative analysis of regulatory frameworks to enhance master planning methodologies.</li></ul>
Stakeholder Engagement &amp; Collaboration<ul><li>
Act as a liaison between internal teams, external consultants, and key stakeholders, ensuring effective communication and alignment.</li><li>
Engage with government agencies, private developers, and regulatory bodies to facilitate seamless integration of planning initiatives.</li><li>
Represent the team in meetings with Development Companies (DevCos) and consultants, offering expert insights and recommendations.</li><li>
Support cross-functional collaboration to ensure planning strategies align with broader project and organizational goals.</li></ul>
Governance &amp; Compliance<ul><li>
Lead and contribute to governance investigations and procedural improvements, enhancing regulatory and operational frameworks.</li><li>
Identify opportunities to enhance regulatory compliance and ensure adherence to local and international planning standards.</li><li>
Support the development of standardized templates, processes, and models to improve efficiency in master planning.</li></ul>
Knowledge Transfer &amp; Team Development<ul><li>
Facilitate knowledge-sharing initiatives to enhance team expertise and professional development.</li><li>
Mentor junior staff, providing technical guidance and oversight on planning tasks.</li><li>
Develop training materials, best practice documentation, and advisory reports to support continuous learning.</li><li>
Promote a collaborative and high-performing team culture, encouraging innovation and knowledge exchange.</li></ul>
Research &amp; Continuous Improvement<ul><li>
Conduct industry research and analysis to integrate the latest trends and best practices into master planning strategies.</li><li>
Identify and implement value-added initiatives, including improvements to planning methodologies, RFP models, and design guidelines.</li><li>
Contribute to weekly, monthly, and ad-hoc reports, providing insights and recommendations on planning initiatives.</li></ul>
What Required Skills You'll Bring:<ul><li>
Bachelor&rsquo;s degree in Urban Planning, Architecture, Landscape Architecture, or a related field.</li><li>
15+ years of experience in master planning, urban development, governance frameworks, and stakeholder collaboration.</li><li>
Extensive expertise in urban planning, master planning, and mobility solutions.</li><li>
Strong analytical and problem-solving abilities, with the capacity to evaluate and improve planning frameworks.</li><li>
In-depth knowledge of planning policies, governance structures, and regulatory compliance.</li><li>
Excellent report writing and presentation skills, with the ability to translate complex insights into clear recommendations.</li><li>
Proficiency in GIS, AutoCAD, and other planning-related software (preferred).</li></ul>
What Desired Skills You'll Bring:<ul><li>
Strong leadership and mentorship abilities, with a focus on team development.</li><li>
Excellent communication and stakeholder management skills, with experience engaging with senior leadership and government entities.</li><li>
High level of initiative and adaptability, with a proactive approach to project challenges.</li><li>
Ability to work effectively in a dynamic, multi-stakeholder environment, managing multiple priorities efficiently.</li></ul>
Parsons equally employs representation at all job levels no matter the race, color, religion, sex (including pregnancy), national origin, age, disability or genetic information.
We truly invest and care about our employee&rsquo;s wellbeing and provide endless growth opportunities as the sky is the limit, so aim for the stars! Imagine next and join the Parsons quest&mdash;APPLY TODAY!<div>
Parsons is aware of fraudulent recruitment practices. To learn more about recruitment fraud and how to report it, please refer to https://www.parsons.com/fraudulent-recruitment/.</div></div>
 <div><div><div>COMPETITIVE BENEFIT OFFERINGS</div></div><div><div><div> 
Financial Wellness</div><div> 
We care about your financial wellbeing. Parsons offers competitive pay and retirement plans to help you build wealth for the future while giving you the flexibility to diversify your investments.</div></div><div><div>
Work Life Harmony</div><div> 
Balance in life is important and time away from the office is imperative to allow you to refresh and focus your attention on the things that matter to you. Parsons supports your time away by providing paid time off and paid flexible holidays.</div></div><div><div>
Career Development</div><div> 
We are committed to fostering the personal and professional growth of our employees. Develop and advance yourself though our comprehensive training, educational and mentorship programs.</div></div><div><div> 
Veteran Support</div><div> 
We provide Industry leading benefits to support veterans and active-duty members to provide security for you and your family by offering robust leave and benefits; including paid active-duty military leave and paid time off when transitioning back to civilian life.</div></div><div><div>
Mind &amp; Body</div><div> 
At Parsons we inspire healthier habits, heathier minds, and a healthier you through our wellness program. Participate in our weekly Meditation Mondays and Wellness Wednesdays. Wellness, at Parsons, is more than just your annual checkup.</div></div><div><div>
Health</div><div> 
Health is not a one size fits all. At Parsons, we offer a robust Employee Assistance Program as well as comprehensive medical, dental and vision plans through large, national carriers with the choice of regional PPO, HDHP, or HMO networks.</div></div></div></div>

Executive Advisor - Master Planning

CHINESE HOSPITAL

Chinese Hospital | San Francisco Bay Area About This Role Department Human Resources Reports to Director of Human Resources Type Full Time Requisition # 12706 Position Summary The Strategic Talent Advisor serves as a trusted partner to leaders, providing data-driven workforce insights and end-to-end talent solutions that align with organizational strategy, clinical priorities, and regulatory requirements. This role goes beyond transactional recruiting to proactively shape talent pipelines, advise on workforce planning, and strengthen the organization&rsquo;s ability to attract, hire, and retain high-impact, health plan, clinical and non-clinical talent. Operating at the intersection of talent acquisition, workforce analytics, and business strategy, the Talent Advisor partners closely with executive leaders, HR, and operational stakeholders to anticipate staffing needs, assess labor market dynamics, and deliver scalable, compliant, and equitable hiring solutions in a complex healthcare and health plan environment. Essential Duties and Responsibilities <ul><li>Serve as a trusted talent advisor to executive, clinical, and operational leaders, aligning workforce strategies with organizational goals, patient care priorities, and regulatory requirements.</li><li>Lead proactive workforce planning by analyzing current and future staffing needs, labor market trends, and workforce risks specific to healthcare environments.</li><li>Develop and execute strategic recruitment plans for clinical, allied health, leadership, and hard-to-fill roles, including pipeline development and succession planning support.</li><li>Provide consultative guidance to leaders on hiring strategies, role design, compensation alignment, and market competitiveness.</li><li>Partner with HR, Engagement, and operations to ensure equitable, inclusive, and compliant hiring practices across all roles.</li><li>Leverage workforce data, dashboards, and recruitment analytics to inform decision-making, identify trends, and continuously improve hiring outcomes.</li><li>Manage and optimize relationships with external partners, including search firms, staffing agencies, academic institutions, and community organizations.</li><li>Ensure compliance with healthcare regulations, labor laws, credentialing requirements, and union or collective bargaining agreements where applicable.</li><li>Drive continuous improvement of recruitment processes, candidate experience, and hiring manager capability through education and change management.</li><li>Support employer branding initiatives that reflect the organization&rsquo;s mission, values, and commitment to community health.</li><li>Advise on retention risks and collaborate with HR partners to address turnover drivers and workforce stability.</li><li>Anticipate and respond to market disruptions, workforce shortages, and evolving care delivery models with agile talent solutions.</li><li>Develop external recruiting strategies and execute on those strategies to meet hiring goals</li><li>Support internal retention strategies such as Employee Engagement, communication, Exit interviews, gathering data to enhance employee experience.</li><li>Ensure a positive candidate experience</li><li>Build relationships with community organizations to strengthen the employer brand and attract talent.</li><li>Act as Union contract SME to ensure all CBAs are adhered to in regards to job vacancies.</li><li>Inform leadership of labor market conditions on a regular basis</li><li>Create, review, edit and post advertisements for requisitions</li><li>Work with managers to update job descriptions prior to posting new requisitions</li><li>Prepare relevant interview and key criteria selection documentation and ensure candidates are comprehensively pre-screened prior to providing candidate shortlists to Hiring Managers.</li><li>Prepare Interview panels for interviews and coaching leadership on appropriate questioning techniques, how to avoid unconscious bias and making sure the correct people are in the room for the interview.</li><li>Attend job fairs, community events, and recruitment outreach activities to support employer branding and talent pipeline development.</li><li>Customer Service &ndash; Provides excellent customer service and shows compassion to all patients, visitors and co-workers. Seeks feedback to ensure all needs are met. Anticipates and recognizes the concerns of others, even if those concerns are not openly expressed.</li><li>Communication &ndash; Keeps manager and team informed of progress, problems, development and plans. Gets along and interacts positively with co-workers and others.</li><li>Accepts and performs other duties as assigned.</li></ul>Qualifications <ul><li>Bachelor&rsquo;s Degree in Business, Human Resources or related field preferred, or equivalent experience</li><li>Minimum of three (3) years of related recruitment experience in Talent Acquisition</li><li>Experience with research, lead generation, technology, or content creation.</li><li>Experience using HRIS and Applicant Tracking Systems (ATS).</li><li>Ability to leverage platforms based on prior knowledge of, and experience with, a comprehensive sourcing toolset (e.g. LinkedIn Recruiter, Monster, Indeed, CRM/ATS&rsquo;s and other recruitment tools).</li><li>Strong communication, interpersonal, and customer service skills.</li><li>Demonstrated ability to develop and execute effective sourcing and candidate assessment strategies.</li><li>Strong organizational, time management, and problem-solving skills.</li></ul>Physical Requirements While performing the duties of this job, staff is regularly required to sit, stand, walk, talk and/or listen. He/she uses his/her hands to do computer work, write reports, do equipment set-up/cleaning/storage, clerical support, etc. He/she will be using the phone frequently. Good vision is needed to be able to read schedules, enter accurate data, etc. He/she must have good general health and demonstrate emotional stability so as to carry out the above-enumerated duties. Able to lift up to 30 pounds Use proper body mechanics when handling equipment Standing, walking and moving 50% of the day Compliance Requirements Complies with Chinese Hospital Compliance Handbook including Code of Ethics and all statutes, regulations, guidelines applicable to federal and state programs. Responsibilities include, following the guidelines and reporting suspected violations of any statute, regulations, agreements or guidelines applicable to all healthcare programs. Base Pay Scale Starting at $68,640-$90,459 per year. The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to, internal equity, experience, education, specialty and training. This pay scale is not a promise of a particular wage. Pay: $68,640.00 - $100,200.00 per year Work Location: In person

Talent Advisor (HR Recruiter)

Allworth Financial

<div><div>Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious &quot;Circle of Excellence&quot; award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.</div>
SUMMARY

The Financial Planner plays a crucial role on our Wealth Planning team, working closely with Advisors, the Sales Team, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce essential financial planning deliverables. Responsibilities include collecting client data, performing data entry into financial planning software, analyzing information, and preparing initial proposals and comprehensive financial plans. This position is a behind-the-scenes contributor to the client experience, ensuring accuracy, consistency, and timeliness of all planning documents.

The ideal candidate has keen attention to detail, is confident in working with financial data, and is motivated to learn and grow within the financial planning field. While some direct client interaction may be required, the main focus is on supporting Advisors in delivering high-quality financial advice.

This is an Exempt, in-office position in our Addison, TX office. This position has a budgeted base salary of $95k-$110k annually and is eligible for an annual bonus based on their performance, and the company's.

DUTIES AND RESPONSIBILITIES
<div>
<ul><li>Partner with Advisors and Sales Team (30%)</li></ul>
<ul><li>Collaborate with Advisors and the Sales Team to understand client objectives and gather necessary financial information.</li>
<li>Review initial planning needs, clarify data requirements, and help organize all relevant client documents.</li>
<li>Maintain clear communication with the team regarding case progress and any outstanding data requirements.</li>
</ul><ul><li>Collaborate with Integrated Services (20%)</li></ul>
<ul><li>Coordinate with Tax, Estate Planning, Insurance, and Investment teams to collect specialized input for each client's financial plan.</li>
<li>Consolidate, summarize, and verify all information to ensure alignment with the client's goals.</li>
<li>Track case activities and maintain accurate records in Salesforce (or similar CRM).</li>
</ul><ul><li>Create and Support Financial Planning Deliverables (40%)</li></ul>
<ul><li>Enter and update client data in financial planning software (e.g., eMoney, MoneyGuidePro), ensuring accuracy and consistency.</li>
<li>Prepare initial proposals, plan summaries, and supporting documents based on the Advisor's recommendations.</li>
<li>Collaborate with Advisors to refine and finalize comprehensive financial plans, incorporating any updates or new information.</li>
<li>Adhere to best practices and established timelines to maintain a high standard of service quality.</li>
</ul><ul><li>Client Presentation Support (10%)</li></ul>
<ul><li>Organize and prepare meeting materials for Advisor-led client presentations.</li>
<li>Participate in client meetings when necessary to provide detailed insights or gather additional data.</li>
<li>Coordinate post-meeting follow-up activities, including updating client records and scheduling next steps.</li></ul></div> 

EXPERIENCE AND QUALIFICATIONS
<ul>
<li>Bachelor's degree in finance, financial planning, economics, or related field (or equivalent work experience).</li>
<li>2&ndash;3 years of experience in financial services, with exposure to planning support, data entry, and documentation processes.</li>
<li>Familiarity with financial planning software (e.g., eMoney, MoneyGuidePro) is highly preferred.</li>
<li>Demonstrated interest in pursuing professional designations (e.g., CFP&reg;) is a plus.</li>
<li>Strong organizational skills with meticulous attention to detail and accuracy.</li>
<li>Excellent verbal and written communication skills; enjoys collaborative teamwork.</li>
<li>Ability to manage multiple projects in a fast-paced, dynamic environment.</li>
<li>Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with Salesforce or similar CRM is advantageous.</li>
<li>Must be in good compliance standing with all relevant regulations, rules, and internal policies.</li></ul> 


PHYSICAL REQUIREMENT

This position requires the ability to stand or sit for prolonged periods, lift up to 15 pounds, file documents in high or low cabinets, and use telephone and computer systems for extended durations.<div>
BENEFITS

We value our associates' time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:
<ul>
<li>Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates</li>
<li>Dental insurance with MetLife</li>
<li>Vision insurance with VSP</li>
<li>Optional supplemental benefits</li>
<li>Healthcare savings accounts with company contribution</li>
<li>Flexible spending accounts</li>
<li>Flexible working arrangements</li>
<li>Generous 401K contributions</li>
<li>Exempt associates qualify for our flexible paid time off policy</li>
<li>Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment</li>
<li>11 Paid Holidays</li>
<li>Option to participate in our Equity Purchase Program</li>
<li>Future growth opportunities within the company</li>
</ul>
In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

Allworth Financial participates in E-Verify. Click here for more information.

California residents, click here for our privacy policy.</div></div>

Financial Planner

Full time
Sr. Financial Planning and Analysing Advisor
T&uuml;rkiye, Atasehir, Istanbul 2 days ago
Job category
Finance
Experience level
Intermediate
Relocation available
This role is not eligible for relocation
Job type
Professionals
Travel required
No travel is expected with this role
Job code
RQ102373
Job Description
Our purpose is to deliver energy to the world, today and tomorrow. For over 100 years, bp has focused on discovering, developing, and producing oil and gas in the nations where we operate. We are one of the few companies globally that can provide governments and customers with an integrated energy offering. Delivering our strategy sustainably is fundamental to achieving our ambition to be a net zero company by 2050 or sooner.
About the role
Castrol TUCA Senior Financial Analyst will be responsible for all performance management, forecasting and reporting activities across the Cluster and will ensure timely and accurate provision of Management Information &amp; Decision Support. This includes gross margin, LBM actuals and forecast (B/S, Cash and RCOP), scenario planning, Country P&amp;L &amp; cost allocations. The role will also identify and propose performance interventions and support their implementation and delivery. The Castrol TUCA Performance Advisor will build and maintain a proactive business partnering relationship between Finance and the Cluster Sales Director, directly collaborating with the cluster leadership team.
What you will deliver
Perform in-depth financial analysis, including variance analysis, forecasting, and budgeting, to identify trends, opportunities, and risks.
Maintain finance models to support strategic decision-making and evaluate business initiatives.
Prepare and present accurate and timely financial reports to senior management, highlighting key performance indicators and actionable insights.
Collaborate cross-functionally with various departments to understand business needs and provide financial mentorship and support.
 data visualization and interpretation techniques to communicate sophisticated financial information clearly and optimally.
Proactively identify and assess financial risks, developing mitigation strategies and ensuring compliance with financial regulations.
Contribute to the continuous improvement of financial processes and reporting, embracing agility core practices.
Exercise strong commercial competence to support business partners in making financially sound decisions.
Engage in credit management activities as required, ensuring healthy cash flow and minimizing risk.
Champion customer-centric thinking within financial planning and analysis, aligning financial goals with customer needs.
Support and handle change initiatives within the finance function and across the organization.
Present financial findings and recommendations to diverse audiences with confidence and clarity.
Contribute to sustainability awareness and initiatives in the department.
What you will need to be successful
Fluency in business English is essential, with the ability to communicate complex financial concepts clearly and effectively.
Strong understanding of finance, accounting principles, and business operations, with a commercial mindset.
Extensive experience in reporting and management information (MI) processes, including actuals, rolling forecasts, and planning cycles &mdash; with a focus on performance analysis and actionable insights.
Proven ability to quickly identify areas requiring attention or improvement, demonstrating effective business partnering to drive performance and achieve results.
Exceptional interpersonal and communication skills, with the ability to influence peers and senior leadership and operate effectively across all levels of the organization.
Highly analytical, capable of assimilating complex data to identify key trends, support decision-making, and anticipate future scenarios.
Demonstrates a continuous improvement mindset, always seeking to enhance processes, efficiency, and quality of output.
Minimum of 6 years of experience in finance, strategy, or related analytical roles.
Advanced proficiency in SAP and Power BI; expert Excel and financial modeling skills are a plus.
Professional accounting qualification (e.g., CIMA, ACCA, ACA, CPA) is highly desirable.
Why join us?
At bp, we support our people to grow in a diverse and exciting environment. We believe that our team is strengthened by diversity.
There are many aspects of our employees&rsquo; lives that are meaningful, so we offer benefits to enable your work to fit with your life. These benefits can include flexible working options, a generous paid parental leave policy, excellent retirement benefits, among others!
We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Reinvent your career as you help our business meet the challenges of the future. now!
Legal Disclaimer:
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, socioeconomic status, neurodiversity/neurocognitive functioning, veteran status or disability status. Individuals with an accessibility need may request an adjustment/accommodation related to bp&rsquo;s recruiting process (e.g., accessing the job application, completing required assessments, participating in telephone screenings or interviews, etc.). If you would like to request an adjustment/accommodation related to the recruitment process, please contact us.
If you are selected for a position and depending upon your role, your employment may be contingent upon adherence to local policy. This may include pre-placement drug screening, medical review of physical fitness for the role, and background checks.
 <div><div>Our innovative Energize recognition points programme and spot awards translate exceptional performance into tangible rewards, to motivate our high performers.</div><div></div><div> 
Pay</div><div> 
bp offers competitive pay in line with industry standards, making us an employer of choice. 
 
Discretionary bonus</div><div></div><div> 
We offer discretionary bonuses to reward strong company, business unit and individual performance, and recognition awards, including those related to long service to recognize commitment to the company. 
 
Retirement &amp; savings</div><div> 
We offer a range of discretionary retirement and savings plans to help provide you and your family with financial security. 
 
Insurance benefits</div><div> 
To give you additional peace of mind, bp provides valuable insurance benefits in some countries. These are designed to provide financial assistance to employees and their families if employees become unwell or die in service. 
 
Equity</div><div> 
Depending on your location and job level, there may be equity (stock and share) options you are eligible to join so you can be part of bp&rsquo;s success.</div></div>

Sr. Financial Planning and Analysing Advisor

desingworkss

Key Responsibilities: 1. Provide comprehensive financial planning and investment advice to clients. 2. Conduct financial analysis and develop personalized financial plans for clients. 3. Recommend investment strategies and products to clients. 4. Build and maintain relationships with clients, including regular portfolio reviews and updates. 5. Collaborate with internal teams, including investment research, portfolio management, and operations. 6. Stay up-to-date with industry trends, regulatory changes, and market developments. Requirements: 1. Bachelor's degree in Finance, Economics, or related field. 2. Advanced degree (e.g., MBA, CFP) preferred. 3. Minimum 3 years of experience in financial planning or a related field. 4. Professional certifications, such as CFP, CFA, or CPA. 5. Strong analytical, communication, and interpersonal skills. 6. Ability to work in a fast-paced environment. 7. Proficiency in financial planning software, such as Financial Planning & Analysis (FP&A) or MoneyGuide. Nice to Have: 1. Experience with investment management software, such as Aladdin or BlackRock. 2. Knowledge of tax planning and estate planning strategies. 3. Familiarity with alternative investment products, such as private equity or hedge funds.

Financial Advisor

Reed

SKILLED PARAPLANNER ROLE FULL OFFICE BASED IN A GREAT COMPANY. FULL OFFICE BASED IN A LOVELY GREAT COMPANY. Essential Education, Qualifications - Level 4+ Financial services qualifications, RO exams are preferable. Duties, Experience and Responsibilities: 5 years Paraplanning experience you will have the vision and ability to write two multi pensionand investment suitability reports per week, or 5 simple suitability or reviewreports per week, for our HNW Clients. Familiar with core Consumer duty principles, and able to put them at the heart ofeverything NEEDED BY THE COMPANY Personal Skills needed: - Communication: Ability to communicate effectively both verbally and in writing, and todeal with individuals at all levels.Team working: Collaborative and proactive mind set. Ability to contribute as part of a team,and deal with individuals at all levels within the business. Able to work within defined business processes.Professional integrity: The strength of character to explain a professional point whilehaving empathy with a customer or colleague. Relations with others: The personal qualities and skills that promote open andconstructive working relationships with colleagues and customers. Flexibility: The flexibility for, and commitment to, continual self-development andimprovement. Put the Client needs and out comes first in every situation, in a fully compliant manner. Lead the preparation of suitability reports for approval by the Financial Adviser, andprepare associated documentation as required. Work with the Administration Team& ensure all information is available for a suitability report to be produced. This will includethe pre-completion of documentation ready for clients to check and sign. Have at least Level 4 Diploma in Financial Planning or equivalent so able act as a knowledgebank for queries of a technical nature, and when the adviser isn't available. Responsible for day-to-day paraplanning tasks - identifying what's required, in clientcases have information missing or outstanding actions. Then working with the advisers and administrative team to obtain this information and subsequently writing a suitabilityreport ready for adviser approval. GREAT OPPORTUNITY FOR AS OUTLINED A 4 YEAR SKILL IFA PARAPLANNER FIRM SKILLS IN A GREAT COMPANY BLESS YOU :)

PARAPLANNER SKILLED - OFFICE BASED IN BERKSHIRE AREA

Blakemore Recruitment

We are currently recruiting for a Financial Planning practice near High Wycombe who are looking to recruit a Financial Planning Administrator with 2 years+ experience.The company's purpose is to provide advice to clients on all aspects of personal financial planning and investment management. They have considerable experience and understanding of investment strategy, fund selection, pensions, tax and estate planning, as well as a desire to provide world class service to private clients, charities and trustees.The firm sets itself apart from its competitors by having the following strategic differences:• Bringing together strategic financial planning with global investment advice• Net worth performance reporting• Using fixed fees and hourly rates to eliminate conflicts of interestJob Purpose • To provide first class administration to the client services team• To support the firm in delivering high quality, independent advice to clientsJob responsibilities <ul><li>Gathering data and preparing client valuations each month</li><li>Liaising with product providers to obtain plan information, illustrations, and other details, as required for new clients and existing</li><li>Scheduling annual and half-yearly client reviews and supporting team to gather information for the reports</li><li>Liaising with implementation team, and product providers, to monitor and progress client transfers and post transaction reporting</li><li>Ensuring client management system is kept up to date by inputting client data into back-office system (currently Xplan)</li><li>Ensuring client files are up to date, complete and tidy (and include current AML documentation)</li><li>Assisting with the preparation of client's tax packs (obtaining and checking Consolidated Tax Certificates from providers, checking Capital Gains Tax on disposals, gathering pension tax information for income received, and checking accumulation income)</li><li>Completing the Client Take on process (relevant information about the Client is input onto Xplan, ID3 Global checks are completed, and Letters of Authority are produced and dispatched to relevant companies)</li><li>Ensuring reports are bound and dispatched to clients in a timely manner</li><li>Managing the team diary for client and prospect meetings and supporting meeting preparation as required</li><li>Acquiring knowledge of business procedures and ensuring regulatory compliance by adhering to company procedures</li><li>Gaining an understanding of and adhering to the ethos, culture, and purpose of the company</li><li>Undertake appropriate professional development and training</li></ul>The ideal candidate will have financial services experience and the competencies listedbelow:• Excellent attention to detail• Highly organised, methodical, disciplined• Able to prioritise• Proactive approach• Able to work under pressure and to tight timescales• Team player and able to work under own initiative• Enquiring mindset• Flexible, driven and determined• Excellent communication skills• Business and commercial awareness• IT Skills (Outlook, Word, Excel)

Financial Planning Administrator

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