job search

Paraplanner

Job Purpose To assist in the provision of financial plans and advice to prospective and existing private clients within internal/ regulatory standards. Job Role • To draft financial planning reports in order to meet and/or exceed agreed activity targets. • To develop and maintain the appropriate technical and market awareness knowledge in order to assist the Private Client Financial Planner in providing effective advice. • To ensure that the CPD requirements, as defined in the T&C handbook are maintained and logged as appropriate. • To negotiate and agree (in conjunction with the Financial Planner/ Head of Research) the placement of contracts with appropriate terms on behalf of clients. • To ensure correct compilation and completion of all new applications and/or schemes in accordance with internal/ regulatory standards by effective communication, workflow management and record-keeping/ database management. • To record/ maintain information on Intelligent Office in order to allow work to be logged, tracked and internal records/ management information to be kept up-to-date. • To file and/or store records and files in accordance with internal standards so they can be accessed and/ or retrieved in an efficient manner. • To understand and be able to apply internal and/or regulatory standards as specified in procedural manuals and handbooks. • To identify and refer opportunities to improve working practices and/ or risk management to enable improvements to be made. • To develop/ maintain report writing and communication skills to enable effective communications with the client. • To undertake work of a project based nature as and when required to do so. Person Specification • Experience of working in Financial Services in a financial planning, research or technical capacity. • Minimum of Diploma qualified and holds either AF3 and /or AF7. (Alternatively, G60 and RO8). • Committed to obtaining Chartered Status • Good writing skills • Evidence of technical competence. • Appropriate appearance for a ‘Professional’ office. • Adaptable to changing demands and priorities. • IT skills including use of laptop/ desktop computing, Microsoft Office (or equivalent) and database (CRM) management and preferably Intelligent Office. • Seeks opportunities to develop own skills. • Demonstrates commitment to own development. • Able to prioritise workload. • Able to work to deadlines.
Sale
Tropical Oasis Adult Liquid Multivitamin -Liquid Multi-Vitamin and Mineral Supplement with 125 Total Nutrients Including; 85 Vitamins & Minerals, 23 Amino Acids, and 18 Herbs - 16 fl oz, 32 serv
7,835 Reviews
Tropical Oasis Adult Liquid Multivitamin -Liquid Multi-Vitamin and Mineral Supplement with 125 Total Nutrients Including; 85 Vitamins & Minerals, 23 Amino Acids, and 18 Herbs - 16 fl oz, 32 serv
  • ✅ Tropical Oasis multiple vitamin mineral has 100% RDI of 12 vitamins and minerals plus essential amino acids and herbs.
  • ✅ 125 total nutrients including: 85 vitamins & minerals, 23 amino acids and 18 herbs
  • ✅ 70 Colloidal minerals | 4: 1 concentrate | Great Tasting Formula
  • ✅ Helps in maintaining health and energy throughout the day*
  • ✅ Maximum absorption: liquid vitamins absorbed by your body up to 96% - compared to pills/capsules that are only absorbed about 18%.
Organic Probiotics 100 Billion CFU, Dr Formulated Probiotics for Women, Probiotics for Men and Adults, Complete Shelf Stable Probiotic Supplement with Prebiotics & Digestive Enzymes; 30 Capsules
24,796 Reviews
Organic Probiotics 100 Billion CFU, Dr Formulated Probiotics for Women, Probiotics for Men and Adults, Complete Shelf Stable Probiotic Supplement with Prebiotics & Digestive Enzymes; 30 Capsules
  • 100 Billion CFUs, Shelf Stable, 34 Strains: Our probiotic contains a shelf stable 100 Billion Cfu & 34 Strains per serving & 3 Trillion Cfu per bottle. We saw a need for high-quality supplements that actually work and stand by their claims, our probiotics comes with a Satisfaction Guarantee. Professional grade Non-Gmo vegan probiotics with No: Binders, Soy, Gluten, Milk, Egg, Wheat, Peanuts, Shellfish, Additives, or Preservatives.
  • 100% Raw Probiotics, Organic Prebiotics And Digestive Enzymes: Our Dr Formulated probiotic is made with genuine prebiotics, digestive enzymes, and probiotics A complete once daily probiotic supplement.
  • Doctor Formulated Probiotic Supplement: Our one-a-day whole food probiotic with digestive enzyme & prebiotic fiber is Dr. formulated for an optimal blend of ingredients
  • Probiotics For Adults With 34 Strains: Our prebiotics and probiotics are High Potency and intended now for use by you a female and male adult. Acidophilus probio with pre-biotic pills including 34 symbiotic good strains, fungus, & absorb cultures. Lactobacillus acidophilus, casei, paracasei, salivarius, plantarum, bacillus, bifidobacterium lactis, bifidum, longum, saccharomyces, fermentum, and more see full ingredients below. Easier to take than powder, gummies, liquid, & pearls
  • Assured Standard Of Quality & Safety: Made in the USA in a UL, GMP certified facility labs. Probiotic for women, probiotic for men, probiotic for adults - Gives 100 Billion Cfu - More than products of 3, 5, 10, 13, 15, 40, 45, 50, 60, 70, 80 Billion Cfu! Shelf stable non refrigerated platinum pro-bio-tic, pure no refrigeration pro-biotics, Lactobacillus acidophilus, ultra vegetarian probotics activated supplement assist advantage.
Sale
12' Rear Wiper Blade Replacement Generic filter for Subaru Impreza 2020-2015 Crosstrek 2022-2016 WRX 2014-2013 XV Crosstrek 2015-2013 /Honda CRV 2022-2017 Element 2011-2003 BACK Wiper Blade(12-B)
1,320 Reviews
12" Rear Wiper Blade Replacement Generic filter for Subaru Impreza 2020-2015 Crosstrek 2022-2016 WRX 2014-2013 XV Crosstrek 2015-2013 /Honda CRV 2022-2017 Element 2011-2003 BACK Wiper Blade(12-B)
  • 【Make sure this fits 】Use amazonconfirmrdfit, Enter your model.
  • 【Easy installation】 - Easy installation, easy installation only 1 minute.
  • 【AAAA Grade Natural rubber】 PTFE coated high quality rubber - quiet/clean/no trace.
  • 【Guarantee】: 60 days free return, no worry, no risk, no problem.
  • 【Quality】OEM standard, exact fit replacement of original rear wiper blades.
Carlson Kid's The Very Finest Fish Oil, Lemon, Norwegian, 800 mg Omega-3s, 200 mL
114 Reviews
Carlson Kid's The Very Finest Fish Oil, Lemon, Norwegian, 800 mg Omega-3s, 200 mL
  • THE LATEST SCIENTIFIC RESEARCH: Our development team stays up-to-date with the latest scientific research. With their findings, we continually introduce innovative new products and update existing formulas.
  • THE FINEST RAW INGREDIENTS: Carlson proudly goes above and beyond required FDA testing regulations to ensure our customers receive only the highest quality nutritional supplements.
  • THE STRICTEST MANUFACTURING TECHNIQUES: To protect the effectiveness of the nutrients found in our products, Carlson employs manufacturing techniques that avoid the use of excessive heat, moisture, and solvents to protect nutrient content.
  • During the summer months products may arrive warm but Amazon stores and ships products in accordance with manufacturers' recommendations, when provided.
Sale
L'Oreal Paris Collagen Daily Face Moisturizer, Reduce Wrinkles, Face Cream, Fragrance Free 1.7 oz
60,625 Reviews
L'Oreal Paris Collagen Daily Face Moisturizer, Reduce Wrinkles, Face Cream, Fragrance Free 1.7 oz
  • Fragrance-Free day and night moisturizer for face and chest: provides skin with a daily dose of intense hydration that helps to fill in the appearance of lines and wrinkles and helps restore moisture for smoother, plumper skin
  • This lightweight, non-greasy moisturizer delivers hydration and moisture to all skin types, including sensitive skin and absorbs quickly without leaving a sticky film, for smoother, nourished, younger-looking skin
  • Proven results: Overnight, skin is nourished with moisture; In 1 week of using this face moisturizer skin feels smoother and in 4 weeks of use, wrinkles appear more filled in
  • Replenish skin with Collagen: Gift your skin a daily dose of hydration from L'Oreal Paris anti-aging skin care, whether face lotion, night eye creams, or moisturizers with SPF, they provide your skin essential moisture to keep skin healthy
  • Kickstart your routine; First cleanse with Revitalift Derm Intensives 3.5 percent Pure Glycolic Acid Gel Facial Cleanser, treat under eye with Eye Defense Eye Cream and hydrate day and night with Collagen Moisture Filler Moisturizer
Sale
Youtheory Collagen for Men - with Biotin, Vitamin C and 18 Amino Acids, Gluten Free Hydrolyzed Collagen Supplement, 290 Capsules
3,370 Reviews
Youtheory Collagen for Men - with Biotin, Vitamin C and 18 Amino Acids, Gluten Free Hydrolyzed Collagen Supplement, 290 Capsules
  • COLLAGEN PEPTIDES WITH BIOTIN: Collagen diminishes with age. Youtheory Mens Collagen Advanced with Biotin, Vitamin C, and Amino Acids helps replenish this vital protein to fight the effects of aging by revitalizing skin, hair, nails, tendons and ligaments
  • HYDROLYZED COLLAGEN PROTEIN: Collagen is the main component of healthy joint cartilage, which acts as a cushion between bones. Our hydrolyzed formula is highly bioavailable which means it is easily and rapidly absorbed in the body
  • THE BEST NATURE AND SCIENCE CAN OFFER: Feel good inside and out. We believe that health starts within by using the best wellness supplements on the market. Designed for men of any age – supplying high-quality collagen peptides to help counteract age-related collagen loss
  • PREMIUM HEALTH SUPPLEMENTS: Find the best in you with an innovative line of health and wellness supplements that make you look and feel your best at any stage of life.
  • THE RIGHT CHOICE: Dairy free, Soy free, and Gluten Free.
See also  Senior Business Developer | Technology

Leave a Reply

Your email address will not be published. Required fields are marked *