Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future.About the Company:At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and we're a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived. The Role:Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you! Location and Working Arrangements:Ideally we are looking to for candidates for our Newcastle-under-Lyme Office in a 100% office based role. However, we will consider applicants looking to work from our Birmingham Office or Warwick Office and at these locations we can offer hybrid working (3 days in the office). Key Responsibilities:The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:Identifying areas for financial planning and sourcing solutions to meet their objectives.Preparing suitability reports and recommendations for approval by the financial planner.Conducting fund research and analysis using FE Analytics.Collating and maintaining due diligence research on funds, platforms, and providers.Preparing cumulative return tables and sharing these with the team.Ensuring documentation is compliant, present, and correct.Ensuring your own personal development and the development of the administration team.Essential Skills and Experience:We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.2 years' Paraplanning experience within an IFA firmExperienced working with a breadth of productsIdeally DipPFS qualified or equivalent Level 4 qualificationAble to demonstrate excellent customer communication skillsExperience working together as part of a teamA background in using IFA systems and processesExcellent quality service delivery skillsStrong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrityBenefits and Salary:Salary of up to £38,000 depending on experience31 days holiday including bank holidaysIncome protection4x salary life assurance*Company sick pay*Pension scheme with salary sacrificeRecruitment referral schemeEAP (Employee Assistance Programme)Wellness supportFinancial wellbeing*Benefits marked with an asterisk apply after successful completion of the probationary period.Position Details:Full-time - 35 hours per weekPrimary location: Newcastle-under-Lyme (100% office based)Alternative locations: Birmingham or Warwick (hybrid working available - 3 days in office)Further Information:Only shortlisted candidates will be contacted.In order to give your application the best chance of success, please:Check that you meet the criteria for the roleApply with a CV that is clear, concise, and correctTailor your CV to highlight your experience and relevant achievements to the positionNB. This role is being advertised both internally and externally.....Read more...
Job Description:
Our client is looking to appoint a Senior Data and Analytics Specialist to strengthen its business through high-quality data, analytics and management information across the investment lifecycle, while also supporting operational elements of deal flow.
This is a hands-on role responsible for the quality and usability of data within the team, maintaining and developing its analytical and reporting capability and providing insights to support decision-making.
You will work across financial information, valuations, investment activity and administration data, along with client and prospect reporting, and help colleagues turn data into clear, actionable insight.
You will also own the development of the deal management process, establishing a consistent approach to capturing, tracking and analysing deal activity from initial opportunity through to execution.
Skills/Experience:
Strong experience as a data analyst, business intelligence analyst or in a comparable analytical role.
Strong Power BI capability, including dashboard development and management reporting.
Strong analytical skills and experience working with complex financial datasets.
Strong business intelligence capability, including dashboard development and management reporting.
Experience reconciling multiple data sources and investigating data-quality issues.
Ability to turn data into clear conclusions, insights and recommendations.
Strong problem-solving skills and enthusiasm for developing practical solutions.
Strong attention to detail, with the ability to work effectively across teams and manage competing priorities.
Ability to understand stakeholder needs and translate business questions into useful analysis.
Strong communication and collaboration skills.
Commercial curiosity and a practical approach to problem-solving, with the ability to take ownership of data and reporting.
Adaptability, data literacy, systems thinking and digital effectiveness.
Experience using SQL or similar data tools would be an advantage.
Experience translating business needs into clear data requirements and priorities would be an advantage.
An interest in the practical application of AI to investment data and analysis would be an advantage.
Core Responsibilities:
Take day-to-day responsibility for the quality, completeness and usability of key datasets.
Monitor data completeness and consistency across systems, ensuring material gaps or discrepancies are identified and resolved.
Reconcile information from different systems and third-party sources where required.
Build, maintain and improve dashboards covering areas such as performance, valuations, investment activity and deal flow.
Improve the efficiency and consistency of client and prospect data requests.
Improve reporting processes by replacing manual and fragmented activity with repeatable, automated and controlled solutions.
Support recurring and ad hoc information requirements across the team.
Use data to identify trends, risks and opportunities relevant to decision-makers, providing insight and interpretation rather than simply producing management information.
Work with colleagues to translate business questions into useful analysis, presenting findings clearly to technical and non-technical audiences.
Build and maintain the data and reporting layer of the deal management process, giving clear visibility of activity from initial opportunity through to completion.
Ensure transactions and corporate actions are accurately captured in relevant systems and records.
Improve reconciliation of investment, transaction and fund-level data against third-party records.
Ensure the data environment is scalable for new structures, distribution channels and reporting requirements.
Develop practical solutions to inefficient or fragmented processes, exploring appropriate uses of automation and AI.
Work with technology and data teams where changes to underlying systems or data platforms are required.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.....Read more...
