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An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm.
This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
* Manage client records using the company's back-office system.
* Communicate with product providers and internal teams to implement financial advice.
* Partner with Financial Planners to ensure exceptional service delivery.
* Maintain compliance with regulatory standards and industry best practices.
* Contribute to process improvements and quality enhancement initiatives.
* Build and maintain meaningful relationships with clients.
What we are looking for:
* Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
* Experience as an administrator in the financial services sector.
* Background in delivering outstanding client services.
* Strong attention to detail and excellent communication skills with clients and providers.
* Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
* Competitive salary
* 25 days plus bank holidays
* Pension scheme
* Private medical insurance
* Death in service benefit
* Access to health schemes
* Cycle to work scheme
* Employee assistance programme
* Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner.
In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message.
For more information see our Privacy Policy on our website.
It is important you are aware of your individual rights and the provisions the company has put in place to protect your data.
If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Type: Permanent Location: Exeter, England
Start:
Duration:
Salary / Rate: £25000 - £30000 Per Annum
Posted: 2025-04-24 17:32:27
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JOB DESCRIPTION
The Microsoft M365 Solutions Developer leverages their expertise in the Microsoft 365 platform to design and develop applications and automations that enhance business processes following Agile methodologies.
They collaborate directly with stakeholders to gather requirements, analyze needs, and implement effective, secure solutions using SharePoint Online, Power Apps, Power Automate, and Power BI.
In this role, they will prototype and develop scalable solutions that drive digital transformation, streamline workflows, and improve operational efficiency.
Additionally, they provide support for the implementation, enhancement, integration, and maintenance of applications across the organization.
While the M365 Solutions Developer is expected to work independently, they may also contribute as part of a project team when needed.
Responsibilities
Provide programming expertise in the design, development, and implementation of initiatives to support business processes utilizing various M365 tools and platforms such as SharePoint Online, Power Platform, SQL Server, Office 365 and others, with a focus on secure, intuitively designed solutions Collaborate with business stakeholders, IT teams, and end users to gather requirements, troubleshoot issues, and provide ongoing support of applications and systems. Support of continuous improvement and optimization of the existing MS 365 application environment and providing enhancements to solutions to meet evolving business objectives. Conduct technical research with recommendations for action focusing on advancing technologies, methodologies, software, to ensure support of future business requirements. Implement security, governance, and compliance best practices within M365 applications, ensuring data integrity, role-based access control, and adherence to company policies.
Requirements
Bachelor's Degree in IT or related field. Microsoft Certified Solutions Developer (SharePoint/Power Platform, etc) certification preferred.
2+ years' experience in Microsoft 365 with Power Platform and SharePoint Online development. Strong expertise in Power Apps, Power Automate, and SharePoint Online.
Experience with Power Platform, SharePoint Online and Microsoft Teams integration. Experience with SharePoint Lists, SQL Server, and other M365 data sources to support Power Platform development. Experience implementing secure solutions that follow compliance and governance best practices. Strong UI design skills, including responsive design. Strong problem-solving, communication, and collaboration skills.
Skills Preferred:
Experience using the M365 Suite (Outlook, Excel, PowerPoint, Teams, Forms, OneDrive). Knowledge of Power BI for reporting and analytics, and application integration. Experience with Active Directory and Entra ID. Experience with web services including REST, SOAP and/or WebAPI.
Experience with Agile development methodology.
Benefits:
Medical, Dental and Vision Insurance Company Provided Life Insurance Paid Time Off (PTO) Company-paid short-term and long-term disability 401(k) plans Employer-funded pension plan Tuition Reimbursement
Pay Range
90,000 to 110,000 per year.
About DAP
DAP is a market leading manufacturer, innovator and marketer of home repair and construction products including caulks, sealants, spray foam insulation, adhesives, and patch and repair products.
DAP is part of RPM International Inc., a $7.3 billion, multinational company with subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services. You will find DAP products in the hands of professional painters, remodelers, builders, and do-it-yourselfers, and in 60,000 retail outlets, ranging from home centers and mass merchandisers to your local hardware, pro contractor channels and paint stores.
DAP's eight manufacturing and distribution facilities in the United States of America and Canada service North America and the world. At DAP, we hire the best people and give them a collaborative and rewarding work environment that empowers them to succeed! We support associates in continuous professional growth and collaborate on the steps it takes to get to the next level in their careers.
Our associates enjoy a comprehensive benefits package including 401(k) with company match, pension, paid parental leave, competitive health insurance rates, employee stock purchase plan, tuition reimbursement, free wellness programs and more! Learn more about DAP's history, culture and benefits at www.dap.com/careers/
DAP - On the job since 1865.Apply for this ad Online! ....Read more...
Type: Permanent Location: Baltimore, Maryland
Posted: 2025-04-24 15:12:07
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JOB DESCRIPTION
The Microsoft M365 Solutions Developer leverages their expertise in the Microsoft 365 platform to design and develop applications and automations that enhance business processes following Agile methodologies.
They collaborate directly with stakeholders to gather requirements, analyze needs, and implement effective, secure solutions using SharePoint Online, Power Apps, Power Automate, and Power BI.
In this role, they will prototype and develop scalable solutions that drive digital transformation, streamline workflows, and improve operational efficiency.
Additionally, they provide support for the implementation, enhancement, integration, and maintenance of applications across the organization.
While the M365 Solutions Developer is expected to work independently, they may also contribute as part of a project team when needed.
Responsibilities
Provide programming expertise in the design, development, and implementation of initiatives to support business processes utilizing various M365 tools and platforms such as SharePoint Online, Power Platform, SQL Server, Office 365 and others, with a focus on secure, intuitively designed solutions Collaborate with business stakeholders, IT teams, and end users to gather requirements, troubleshoot issues, and provide ongoing support of applications and systems. Support of continuous improvement and optimization of the existing MS 365 application environment and providing enhancements to solutions to meet evolving business objectives. Conduct technical research with recommendations for action focusing on advancing technologies, methodologies, software, to ensure support of future business requirements. Implement security, governance, and compliance best practices within M365 applications, ensuring data integrity, role-based access control, and adherence to company policies.
Requirements
Bachelor's Degree in IT or related field. Microsoft Certified Solutions Developer (SharePoint/Power Platform, etc) certification preferred.
2+ years' experience in Microsoft 365 with Power Platform and SharePoint Online development. Strong expertise in Power Apps, Power Automate, and SharePoint Online.
Experience with Power Platform, SharePoint Online and Microsoft Teams integration. Experience with SharePoint Lists, SQL Server, and other M365 data sources to support Power Platform development. Experience implementing secure solutions that follow compliance and governance best practices. Strong UI design skills, including responsive design. Strong problem-solving, communication, and collaboration skills.
Skills Preferred:
Experience using the M365 Suite (Outlook, Excel, PowerPoint, Teams, Forms, OneDrive). Knowledge of Power BI for reporting and analytics, and application integration. Experience with Active Directory and Entra ID. Experience with web services including REST, SOAP and/or WebAPI.
Experience with Agile development methodology.
Benefits:
Medical, Dental and Vision Insurance Company Provided Life Insurance Paid Time Off (PTO) Company-paid short-term and long-term disability 401(k) plans Employer-funded pension plan Tuition Reimbursement
Pay Range
90,000 to 110,000 per year.
About DAP
DAP is a market leading manufacturer, innovator and marketer of home repair and construction products including caulks, sealants, spray foam insulation, adhesives, and patch and repair products.
DAP is part of RPM International Inc., a $7.3 billion, multinational company with subsidiaries that are world leaders in specialty coatings, sealants, building materials and related services. You will find DAP products in the hands of professional painters, remodelers, builders, and do-it-yourselfers, and in 60,000 retail outlets, ranging from home centers and mass merchandisers to your local hardware, pro contractor channels and paint stores.
DAP's eight manufacturing and distribution facilities in the United States of America and Canada service North America and the world. At DAP, we hire the best people and give them a collaborative and rewarding work environment that empowers them to succeed! We support associates in continuous professional growth and collaborate on the steps it takes to get to the next level in their careers.
Our associates enjoy a comprehensive benefits package including 401(k) with company match, pension, paid parental leave, competitive health insurance rates, employee stock purchase plan, tuition reimbursement, free wellness programs and more! Learn more about DAP's history, culture and benefits at www.dap.com/careers/
DAP - On the job since 1865.Apply for this ad Online! ....Read more...
Type: Permanent Location: Baltimore, Maryland
Posted: 2025-04-24 15:11:20
