Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
ARR Talent is excited to be working with a boutique Independent Financial Adviser (IFA) firm in North Liverpool who are seeking an experienced Financial Adviser to join their team.
Are you an experienced Independent Financial Adviser or Financial Adviser looking for a dynamic, supportive and rewarding environment to help take your career to the next level?
This is a family-owned firm that puts its staff at the heart of its multi-service proposition.
Posted by Macildowie Recruitment and Retention • £35K/yr
Position: Personal Assistant / Executive Assistant
Are you an exceptional Personal Assistant or Executive Assistant with a passion for supporting senior executives in a fast-paced, high-impact environment?
An internationally renowned architecture and design practice is seeking an ambitious, creative and inspiring Personal Assistant to join their Clerkenwell studio.
As Personal Assistant, you'll be responsible for supporting 3 Director with general PA duties, as well as attending meetings, new business presentations and events.
Closing Date: 15th SeptemberLocation: Nottingham Contract: Permanent, Full time (Monday-Friday)Recruitment Partner: Frankie McCallister-LyasOverview: You will provide proactive, efficient administration and organisational support to the Global Director of Strategic Agency Partnerships & B-Hive and three of her senior leadership team within the No7 Beauty Company.
The role is fundamental as it creates the space and time for our leaders to focus on our people and deliver for the business - this is a fab opportunity for an experienced PA who is looking for career progression and who wants to be part of a wider PA community.
Key responsibilities: Be the first point of contact for stakeholders across the business, ensuring that all internal and external stakeholders are dealt with confidently and professionally Complex diary management and meeting organisation Manage a very high volume of meeting requests ensuring meetings are arranged according to business priorities, adapting calendars to accommodate urgent and last-minute requests Organise, setup and communicate key functional team meetings Setting agendas and following up on actions Booking travel and accommodation arrangements, delivering the most cost effective and efficient solution Expense management - tracking and accurate / on time submission Supporting confidential business processes such as Performance, People and Payroll System changes such as onboarding and leavers, salary changes, annual leave tracking General admin support: employment contract changes, drafting and reviewing letters To create and maintain an effective personnel filing system utilising Employee Electronic Files in People Admin where appropriate.
Protiviti, the global management consultancy, are seeking a highly skilled Interim FP&A Process Analyst with extensive experience in the insurance sector to join their global insurance client.
This is an exciting opportunity for a seasoned professional to make a significant impact within a well-established insurance organisation.
The successful candidate will play a critical role in analysing, streamlining, and optimising our Financial Planning & Analysis (FP&A) processes, ensuring greater efficiency, accuracy, and insight within our financial operations.
Posted by Montpellier Resourcing • £40K/yr to £50K/yr
Hybrid working available
Due to exciting growth and business needs, a fantastic opportunity has arisen to join a boutique Private Bank in the heart of London, as they seek a high-level support assistant to work directly with the company's Director.