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Are you looking for a Paraplanning role in the Norwich area. \n My client is a well-established Financial Planning firm with an excellent working environment, where you will feel well looked after and valued as part of an established and positive team. \n My client based on the outskirts of Norwich, they have been trading since 2010 and are looking for an experienced Paraplanner to join their friendly group of existing admin support staff. \n The ideal candidate will have a minimum of two years’ experience working in the sector and have previously used the back-office system intelligent office as well as knowledge of the platform such as Transact, Standard Life, Elevate and OMW (desirable, not essential). \n Above all else, you will be a great person to work with, a hard worker and a team player. \n My client offers advice with regard to pensions, SIPPS, Savings, Investments, Protection Plans as well as Trust Planning. \n Role purpose \n This is a key role to provide a first-class technical and proactive support service to my clients Advisers. Working closely with the Advisers, Directors and the client services support team you will be responsible for providing technical guidance and technical advice, ensuring that the centralised paraplanning function of the business provides an accurate, timely and compliant service. You will need to enjoy working as part of a busy and successful team and be able to actively contribute towards a common goal. \n You will be fully accountable and self-reliant and be able to produce accurate work with minimum input from others. \n The minimum qualification for your role is Level 4 Diploma PFS and my client will assist you with financial support for further training and examinations, actively encouraging progression to Chartered status, but you will be expected to take full responsibility for your continuous professional and personal development. \n Relevant Skills and Knowledge \n The requisite technical knowledge and qualifications, to meet FCA and company expectations. \n Detailed knowledge and understanding of compliance procedures and FCA legislation for suitability report provision and record keeping requirements. \n A high degree of technical product and tax knowledge enabling the most appropriate client solutions. \n The ability to be able to multi task and juggle a busy workload. \n General Responsibilities \n\n • Keep up to date with relevant product, legislative and technical changes.\n, • Ensure relevant CPD is maintained and recorded accurately.\n, • Promoting the profile of the business within the professional and wider community.\n, • Developing and maintaining internal relationships across the business to meet expected business and income targets.\n\n Key Responsibilities \n Fund, market, product, technical and financial research and analysis, at client level and company level, with accurate documentation and follow up \n Interpreting and analyzing data obtained from Advisers and 3rd parties \n Technical research and solution provision in the form of written compliant reports to meet client needs and objectives, meeting all internal and external regulatory requirements \n Independently identifying planning needs \n Implementing and evidencing clear centralised paraplanning procedures \n Proficient use of cash flow modeling software \n Coordinating the Paraplan work log and ensuring work is completed within service standards \n Communicating with the Advisers regarding their work requests \n Maintenance and development of compliant client suitability templates and factual technical collateral \n Consulting with the Advisers on client investment, pension, protection and tax planning, making suggestions to the Advisers and confirming proposed actions to the client \n Coordination of AIS model portfolio solution and follow up with clients and platform providers \n Coordination of client withdrawal requests with provision of suitability report outlining any risks involved with the withdrawal \n Coordination of ongoing client assessments of suitability and the drawdown review service \n Review investment portfolios, performance and asset allocation \n Carry out due diligence \n Submitting business and managing the case to completion \n Effective time and caseload management \n Managing, recording and monitoring client reviews \n Assisting with the writing of technical communications for mass communications to clients and professionals \n Project work, management and coordination \n Providing technical training to team members \n Arranging training sessions for the team members \n Preparation of existing client files for review and managing review requirements to ensure all client files are compliant \n Preparing for client meetings, attending client meetings with the Advisers, building rapport with the clients, contributing to the meetings, taking accurate minutes and following up with the client \n Providing technical support to the Advisers and other team members \n Answering technical client queries \n Ability to achieve desired outcomes with minimum supervision \n Updating the company’s research file \n Accurate system updating on IO \n Competent administration through wrap platforms utilized by the company \n Benefits \n Pension (auto-enrolment) \n 28days holiday (3 of which are kept aside for the festive period office closure) \n 4 x Death in Service \n Full support for relevant Qualifications \n Discretionary bonus \n Birthday day off if it falls on a working day \n Flexible working (start anytime between 8am-9am and finish anytime between 5-6pm) \n Early finish on a Friday (3pm) \n Free fruit in the office \n Flu vaccination voucher

As a Domestic Abuse Support Worker, you will provide practical, emotional and person-centred support to survivors and families experiencing or recovering from domestic abuse. Derbyshire WISH is looking for a compassionate, resilient and motivated Domestic Abuse Support Worker to join our specialist

Community Complex Support Worker. We are looking for someone calm, gentle and confident who can provide consistent, reassuring support. Ongoing support provided by our team of.

As a Community Support Worker, you'll provide practical and emotional support to individuals, helping them learn coping mechanisms and gain the skills needed to live independently. Are you interested in a meaningful career in mental health? If you're searching for a role that is both diverse and rew

Leaders In Care is recruiting a LAC Social Worker for the West Midlands. The role is in a stable, supportive team with a manageable caseload and a focus on Looked After Children.

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The Organisation: CareTech Community Services Ltd is a provider of specialist social care services supporting 5000 adults with a wide range of needs in more than 300 services across the UK. Committed to the highest standards of care and governance, we provide innovative care pathways for people to l

We are recruiting for experienced support workers who share our passion to care and support individuals and to help empower them to make their own lives better. Our staff make a difference every day, we’re not superheroes however we are the good guys! So, what are you waiting for click that apply

Employee Assistance programme, Funded DBS, Industry recognised training and qualifications, bonus reward scheme.Vacancy- Permanent two week working pattern at 37.Plus options for overtime regularly.Day team operates between the hours 7:00 to 22:00 with a mixture of early, and lates shifts.

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Seeking a Bank Support Worker to provide person-centred care for adults with learning disabilities, autism, and mental health needs. Responsibilities include assisting with daily living, promoting independence, and supporting activities.

Providing practical and emotional care to individuals, assisting with daily living and promoting independence.

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We provide a wide range of support to assist people to maintain their independence and well-being within the community. As a Home Care Worker, you would be supporting individuals with a variety of daily living tasks which people may struggle with on their own. Our vision is for Renfrewshire to be a

We are looking for a motivated early years support workers to join the team at Wallyford to help deliver high quality childcare. To work in support of early years 'staff by contributing towards the creation of a warm, friendly, safe and caring environment for children aged 2 –5 years. If you have

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Our mission? Simple: serve great coffee, create standout experiences, and support the communities we're part of. We support each other, grow together, and celebrate every win - big or small. Leading by example and supporting your team to meet brand standards.

By fostering an environment where everyone feels welcome, valued, and supported, we reflect the vibrant communities we serve and empower our people to thrive. The ability to assist in supporting, coaching, and mentoring your team. If you have a disability as outlined by the Equality Act 2010 and req

Whether you're already teaching or looking to move into education, full teacher training and ongoing support are available. Inspire and support learners preparing for careers within the construction industry. Support learners to achieve qualifications while developing employability and professional

Support Worker or Care Worker roles. Apply now to be considered for this Support Worker / SEN Teaching Assistant role. Support Worker - SEN School - Wirral.

Are you a compassionate, reliable individual who wants to make a meaningful impact in people's lives? Purple Rocket Recruitment is working exclusively with a client based in the Leicester area who is looking for Health Care Workers to start asap The Company is a community-based care provider dedicat

Experienced Residential Support Worker (RSW). We are seeking a compassionate, experienced, and dedicated Residential Support Worker to join our children's residential home. You will play a vital role in providing high-quality care and support to children and young people who have experienced trauma,

This is a great opportunity for someone who wants to join a really professional, friendly, and collaborative team; and for someone who is looking for an organisation that will support and provide the opportunity for development and growth.

In this role, the successful Manufacturing Team Leader or similar will lead a small production team, coordinate daily production activities, ensure quality standards are met, monitor team performance, and maintain a safe and efficient working environment while supporting continuous production across

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You will provide Management support ensuring the success of the team. Provide management support to a team of claims handlers.

They offer a stable, supportive environment with a focus on continuous improvement and internal development. On offer is a varied role where you will supervise operatives, manage daily workloads, oversee goods in/out, and support KPI and stock accuracy improvements. Support continuous improvement wi

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Role Overview: As a Children's Support Worker, you will play a vital role in supporting vulnerable children and young people, helping them build resilience and develop positive coping strategies. Requirements: · At least 6 months experience working with children and young people in a su

Working closely with NHS partners, Jobcentre Plus and local community groups. This is a brand-new role on an exciting new IPS employment support contract with a charity thats genuinely a great place to work. Youll be supporting, coaching and motivating your team to deliver a high-quality service.

Mental Health Support Worker Join Nurseplus as a Mental Health Support Worker – Make a Difference Every Day At Nurseplus, every shift you work is an opportunity to make a real difference in the lives of those in need. As a temporary Mental Health Support Worker, you’ll be providing hig

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Day Webster are currently recruiting for an experienced Band 8a Social Worker - Adult Social Care. The social worker will need to hold good awareness, understanding and application of the Care Act 2014 and the Mental Capacity Act 2005.

The home provides high-quality long-term residential care as well as short-term respite care, with a strong focus on delivering person-centred support in a warm, family-orientated environment. As a Senior Lead Carer, you'll play a key role in ensuring residents receive outstanding care while support