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Barwells Wealth, give caring, dependable financial planning across the East Sussex area. They support business owners, retirees and those approaching retirement. For over 25 years, they've been a safe pair of hands, offering straightforward, truthful advice and always keeping client's goals in mind. Their core values consist of: A Client Centric Approach Ctinuous Learning and Innovation Empowerment through Education Long Term Relationships Package Details: The successful candidate will receive a Salary of £35,000 - £45,000 Per Annum Other benefits include: Pension Scheme Bupa cash health plan Cycle to work scheme. 25 days annual leave Bank Holidays an extra day off for your birthday An optional flexible working pattern (3 days in the office 2 days working from home) We would like you to note that there are three resident Pugs in the office Purpose of the role: The purpose of this role is to act as a Paraplanner within the business, with a view to becoming a Financial Planner upon the retiring of an advisor within the business who will be leaving their client bank. This includes performing senior administrative duties, client research, report construction and client contact ensuring the highest possible standard of client service, working closely with Financial Planners and Administrators, to support the client advisory process, playing a key role in the business. Duties and Responsibilities: Your duties will include but not be limited to: Identify and obtain information necessary to compile clients recommendation / cash flow forecast. Compile draft net worth statement; income and expenditure statements and financial cash flow forecast Carry out technical calculations. Undertake research both independently and with the Financial Planners to identify suitable solutions to meet the client's needs. Produce clear, technically accurate, compliant and concise Financial Plans and Suitability Reports as per Advice Process. Undertake necessary research and analysis including fund analysis, product comparison, product analysis, fund research, charges analysis. Follow the advice process for new and existing clients, record, monitor and report on progress. Ensure that potential service delivery failures are brought to attention of Directors. Deliver an efficient and valuable service by operating in a timely fashion and offering constructive ideas and feedback. Check files are fully compliant. To build a strong working relationship with the Advisers in order to provide exceptional support in the delivery of their business strategy. To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood. To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill. Liaising with Directors on a regular basis, to be agreed, to update, maintain and review work in progress and task lists. Compile meeting preparation packs and attend meetings when required. The Ideal Employee: Minimum 3 years paraplanning experience. Level 4 Diploma in Financial Planning - DipPFS or equivalent, potentially working towards Chartered. You will have a working knowledge of core financial products including pensions, ISAs, Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection. To be aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS. To be efficient, diligent, and disciplined in all tasks undertaken. Must be a great team player and be able to work collaboratively and effectively with colleagues. High attention to detail. The ideal candidate will have knowledge and proficiency in investment research tools and analysis. Experience of cash-flow planning tools. Excellent organisation, communication, and numeracy skills both written and oral. The ability to work accurately under pressure of tight deadlines. The ability to prioritise tasks and remain calm under pressure. The ability to work from your own initiative. Excellent accuracy and attention to detail. To have a forward-looking, can-do attitude when dealing with client instructions. You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines. Experience required: Minimum 3 years of Paraplanning experience. Qualifications required: Level 4 Diploma in Financial Planning DipPFS or Equivalent.
Learning Facilitator & Coordinator Job Type: Full Time, Permanent Location : Lewes Salary: £28,000 - £33,000 per annum Hours: Monday - Friday 37 hours The Role Our clients foundation is a leading charity dedicated to providing exceptional education and care for children and young adults with complex neurodisabilities, physical disabilities and health needs. Our state-of-the-art facilities and expert colleagues create a nurturing environment where individuals can thrive, reach their full potential and make a difference to their lives and that of their families. Key Responsibilities As the Learning Facilitator and Coordinator you will be responsible for coordinating, facilitating, tracking and recording learning programs and interventions to ensure continuous development and growth of our colleagues. Deliver engaging and interactive sessions using a variety of instructional techniques and formats. Work across the L&D team to help adapt learning content to different learning preferences and audience needs. Foster a positive and inclusive learning environment. Encourage participation and facilitate discussions and activities and provide constructive feedback. Deliver learning sessions as needed, either in person, virtually or via digital solutions. Assist in the development and updating of learning materials, presentations, and resources. Research industry best practices and incorporate relevant content into learning solutions. Ensure learning is delivered at a standard and volume to meet our regulatory requirements (Ofsted/CQC/Health & Safety Standards) and ensure we meet legislative obligations. Skills and Qualifications CITP/CIPD/equivalent Learning & Development qualification desired, or willingness to work towards. Experience working within a Social Care environment with children and young people with disability and/or complex medical needs. Proven experience working in a training and facilitation context Experience in presenting to group audiences and facilitating learning. Has contributed to the design and delivery of job-related skills development Knowledge and understanding of educational, residential or health setting Detailed knowledge of Microsoft products and the ability to use them in a learning and development environment. Foundation knowledge of learning principals, approaches and best practice. Excellent organisational skills with the ability to multi-task, organise/prioritise workload and work across a team to ensure work completes on time. Builds strong relationships that enable long term trust/confidence and influence. Self-motivated, with the ability to set clear outcomes and be flexible with workloads to meet changing targets or tight deadlines. Has a passion for their own learning as well as the development of others Excellent communicator and listening skills Awareness of risks and regulation that may impact in a learning and development environment. Benefits Discount facilities Enhanced Pension Scheme Healthcare Cash plan Cycle to Work scheme. Employee Assistance Programme Health & Wellbeing Centre Death in Service benefit Free tea/coffee/kitchen facilities Onsite Caf Free parking. To Apply If you feel you are a suitable candidate and would like to work for this reputable company, please click apply to be redirected to their website where you can complete your application.