Service Service Employment Agency Limited

My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.My client is one of the county's leading employers, with excellent opportunities for personal and financial development and a history of facilitating the growth of their staff; their reputation is second to none. Role purpose The role involves providing vital support to the team of Financial Planners, researching products, investment strategies and financial planning solutions, tax calculations, preparing financial planning and recommendation reports, including provision of technical support. You may be expected to act as the technical interface between the consultants and the clients. Responsibilities Providing research/report writing and any other sales back up support to the Financial Planners (as assigned) and ensuring that all compliance requirements are met for new and existing clients Developing and maintaining a good working relationship with financial institutions Maintaining and developing knowledge in all areas of financial planning Attending client meetings Achieving personal targets set by department Maintaining a good working relationship with existing clients Research - products, investment solutions and financial planning strategies Report writing - production of compliant reports/suitability letters Develop client bank for both existing and new clients (if applicable) Ensure all business is conducted in an ethical and compliant manner Skills required Research & reporting skills Co-ordination skills Financial planning technical skills. Organisation and prioritisation skills Communication skills Time Management skills Interpersonal skills Qualifications and experience Financial Planning Certificate Diploma required (or working towards) Minimum of 3 years experience in similar environment Benefits Company pension 25 days holiday Death in Service 3 x Salary Health Cash plan Annual pay review Annual group bonus Regular work social events

Are you a Financial Planner, Paraplanner, looking for a rewarding change of direction! My client, a leading provider of education and training in the Financial Services Sector have an exciting opportunity for a Financial Services Professional to join their existing team as a Trainer and Assessor. Please note this role is remote working from home, all equipment is provided. The ideal candidate for this role would be a Financial Planner, Paraplanner or Senior Technical Administrator who is either chartered, level 4 qualified or holds a number of CII qualifications. In respect of their insurance training you will ideally have held the title of Account Executive or Handler or have been involved in training or management, you will ideally be ACII qualified but my client will also consider experienced (5yrs +) professionals with CII. In this role you will assess and support across three main areas: vocational training (skills based), academic teaching (qualifications), and functional skills (literacy, numeracy and ICT). T he key responsibilities are to: You will plan and prepare schemes of work, lessons, and sessions You will teach across a range of financial services qualification types (CII / LIBF) and levels, online and at employer sites You will research and develop new topics, courses and teaching materials, especially online resources You will teach large and small groups of learners from a range of backgrounds, abilities, and ages You will monitor, assess and mark learner's work You will maintain accurate records and monitor learners' progress using the SkillStar system You will set and oversee examinations and liaise with assessment organisations to ensure quality standards are met You will carry out pastoral support as a tutor and mentor to learners You will conduct reviews and tutorials on a one-to-one basis with learners and together with employers You will plan additional support requirements for learners You will contribute to sector meetings to monitor, review, and evaluate relevant courses You will keep up to date with, and implement company performance and quality frameworks, policies, and processes You will interview and enrol prospective learners You will liaise with other educational professionals and organisations You will carry out learner assessments in the workplace You will undertake a range of administrative tasks You will embed personal development, welfare, and behaviour topics into sessions where appropriate You will stretch and challenge learner's literacy and numeracy when training, assessing or marking You will perform site visits to employers to review learner progress, and also ensure the employer is providing a safe and supportive environment conducive to learning Personal Specification Essential Minimum 5 years' experience working within an IFA CIIDipPFS, equivalent or higher, though someone with a number of CII qualifications may be considered In-depth knowledge of financial services Exceptional written and verbal communication skills Interpersonal skills (ability to relate to students of all ages and abilities) Strong organisational and planning skills as well as creativity to make learning engaging Enthusiasm, positivity, motivation and commitment, patience and a sense of humour Benefits Monday to Thursday 09:00 - 17:00 Friday 09:00 - 14:00 35 Hours Per Week Half an hour for lunch (as working from home) 32 days per annum including bank holidays, 4 days to be reserved for the festive period as offices closed. Auto enrolment pension Laptop and monitor provided as well as itinerary and training to start the role efficiently as well as literature and curriculum to refer to. Home / remote working

My client, a well-established and award winning financial planning firm located in central Peterborough are looking to bolster their administrative IFA support team. Role Purpose To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal clients. Principal Accountabilities Working in conjunction with the adviser and paraplanner, if applicable, to ensure that a very high level of financial planning support and servicing is provided to all our clients. To process new business in an accurate and timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To service on-going business and assist with delivery of our client review service in a timely manner in accordance with agreed service standards and standards for Treating Customers Fairly. To provide accurate fund valuations/client review packs as required for on-going client servicing and financial reporting. To communicate the progress of business to Managers, Directors, Clients and Consultants as appropriate. To foster good working relationships with Managers, Colleagues and Consultants. To use our internal diary system to effectively plan and prioritise workload, and to ensure client servicing is conducted as agreed. To contribute to day to day activities such as answering telephones, opening and distributing post, scanning and printing and ensuring telephone/office cover is maintained. To ensure complete and accurate client records are maintained electronically, complying with the requirements of the Data Protection Act 2018. To maintain continuous professional development (CPD) inline with Company policy and maintain an annual CPD log. To conduct project work and associated tasks as requested by Managers and / or Directors. Examination Requirements To achieve the Certificate in Financial Services or equivalent within 3 years of commencing the role (paid for and supported). Hours of work 9-5 Monday to Friday Holiday 25 days + BH's Private Pension Working from home is supported two - three days per week (once trained) 4 x death in service Cycle to work scheme My client support and pay for qualifications and encourage/assist study My client is part of a lifestyle discount club offering discount on cinema tickets etc. Biannual, discretionary, profit related pay