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Job Description:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Previous Paraplanner experience highly advantageous
Experience in report writing is essential
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards
Draft client correspondence, including fund switches and withdrawals
Assist with new business processing, onboarding, and CRM updates
Maintain compliant advice files and support clients with queries
Manage prospect data and Adviser pipelines in Xplan
Handle dealing instructions for investments
Ensure accurate and timely client communication (emails, letters, reports)
Oversee workloads to enhance client experience and improve procedures
Collaborate with Client Servicing and Operations teams to optimise service levels
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.
Job reference: 16028
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2025-04-28 10:39:00
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JOB DESCRIPTION
Tremco is not sponsoring/transferring Visas at this time.
No agencies or direct contact please.
This position Junior level position in a $60 to 70K range and is remote in the US, EST or CST time zones only
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Tremco Barrier Solutions Inc.; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
GENERAL PURPOSE OF THE JOB: The JR Salesforce Administrator is responsible for supporting the Salesforce platform (CRM, CPQ, and Commerce) and its integrated systems (PIM, ERP, etc.) including managing and assisting users, training, governing data, identifying enhancement opportunities, and overall system support.
They ensure effective utilization of these platforms and collaborate with the organization to ensure the optimal user experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides user support and acts as an administrator for the online store and general system including managing access, resetting passwords, providing guidance, investigating and resolving issues, and routing to the correct department. Ensures Online Store content is displayed properly and updated regularly via the Enterprise resource planning (ERP) system, Product Information Management (PIM) system, and Content Management System (CMS). Supports the administration of the Product Information Management (PIM) system including managing extensions, assisting users, resolving issues, and extracting information. Accountable for training users.
Ensures training database is current, creates training videos and scripts, conducts live training sessions, and recommends and executes opportunities to enhance the training program. Coordinates and performs thorough testing of all new and revised system features, functions, and reports.
Documents findings, provides feedback, and offers solutions. Assists with maintaining system governance and data integrity.
This includes support with data auditing, addressing & correcting duplications, inaccurate or incomplete records with users (naming conventions, etc), purging of old records/reports/dashboards, transitioning user/record management, and adhering with processes to maintain clean data.
Documents user challenges, feedback, and requests for improvements.
Creates, manages, and collaborates on development tickets related to issues and enhancements. Plans and executes system communications to users including new users being brought into the system, new functionality being released, training sessions, opportunities for re-training, etc. Documents and tracks system stability and health.
Creates reports as requested.
Maintains KPIs and presents to division on a regular basis. Assists others within the Digital Strategy department, as needed.
EDUCATION REQUIREMENT:
Associates degree or equivalent from two-year college or technical school Background in Business Administration, IT/Computer Science, or related field
EXPERIENCE REQUIREMENT:
Two to four years related experience and/or training Experience with interconnected platforms, site content management, and/or website maintenance.
Technical knowledge of Salesforce (CRM, CPQ, and Commerce), SAP, and/or PIM (InRiver preferred). Experience interacting with and presenting to large groups.
Ability to communicate clearly and concisely across different levels within and outside of the organization.
Can effectively extract ideas and knowledge, document feedback, and understand and communicate key-takeaways/next steps. Experience with extracting, transforming, and interpreting large datasets.
Proficiency in SQL preferred. Knowledge of the construction business a plus.
CERTIFICATES, LICENSES, REGISTRATIONS:
Salesforce Accreditations: Salesforce Certified Administrator (preferred) Salesforce Certified Advanced Administrator (preferred) Salesforce Certified Business Analyst (preferred)
OTHER SKILLS, ABILITIES, AND QUALIFICATIONS:
Qualities include being detail oriented, highly proficient with technology, a quick learner, a strong communicator, and a self-starter/self-manager. Ability to excel in a remote work environment. Ability to excel both independently and in a team environment. Proficient in Microsoft Office Suite.
PHYSICAL DEMANDS: Incumbent must be able to stand, walk, sit, use hands, reach, talk, and hear.
BENEFITS AND COMPENSATION:
The salary range for applicants in this position generally ranges between $65,000 and $70,000 plus a bonus opportunity.
This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus/Commission, and continuing education.
All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-04-25 15:12:42
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JOB DESCRIPTION
Tremco is not sponsoring/transferring Visas at this time.
No agencies or direct contact please.
This position Junior level position in a $60 to 70K range and is remote in the US, EST or CST time zones only
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Tremco Barrier Solutions Inc.; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
GENERAL PURPOSE OF THE JOB: The JR Salesforce Administrator is responsible for supporting the Salesforce platform (CRM, CPQ, and Commerce) and its integrated systems (PIM, ERP, etc.) including managing and assisting users, training, governing data, identifying enhancement opportunities, and overall system support.
They ensure effective utilization of these platforms and collaborate with the organization to ensure the optimal user experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Provides user support and acts as an administrator for the online store and general system including managing access, resetting passwords, providing guidance, investigating and resolving issues, and routing to the correct department. Ensures Online Store content is displayed properly and updated regularly via the Enterprise resource planning (ERP) system, Product Information Management (PIM) system, and Content Management System (CMS). Supports the administration of the Product Information Management (PIM) system including managing extensions, assisting users, resolving issues, and extracting information. Accountable for training users.
Ensures training database is current, creates training videos and scripts, conducts live training sessions, and recommends and executes opportunities to enhance the training program. Coordinates and performs thorough testing of all new and revised system features, functions, and reports.
Documents findings, provides feedback, and offers solutions. Assists with maintaining system governance and data integrity.
This includes support with data auditing, addressing & correcting duplications, inaccurate or incomplete records with users (naming conventions, etc), purging of old records/reports/dashboards, transitioning user/record management, and adhering with processes to maintain clean data.
Documents user challenges, feedback, and requests for improvements.
Creates, manages, and collaborates on development tickets related to issues and enhancements. Plans and executes system communications to users including new users being brought into the system, new functionality being released, training sessions, opportunities for re-training, etc. Documents and tracks system stability and health.
Creates reports as requested.
Maintains KPIs and presents to division on a regular basis. Assists others within the Digital Strategy department, as needed.
EDUCATION REQUIREMENT:
Associates degree or equivalent from two-year college or technical school Background in Business Administration, IT/Computer Science, or related field
EXPERIENCE REQUIREMENT:
Two to four years related experience and/or training Experience with interconnected platforms, site content management, and/or website maintenance.
Technical knowledge of Salesforce (CRM, CPQ, and Commerce), SAP, and/or PIM (InRiver preferred). Experience interacting with and presenting to large groups.
Ability to communicate clearly and concisely across different levels within and outside of the organization.
Can effectively extract ideas and knowledge, document feedback, and understand and communicate key-takeaways/next steps. Experience with extracting, transforming, and interpreting large datasets.
Proficiency in SQL preferred. Knowledge of the construction business a plus.
CERTIFICATES, LICENSES, REGISTRATIONS:
Salesforce Accreditations: Salesforce Certified Administrator (preferred) Salesforce Certified Advanced Administrator (preferred) Salesforce Certified Business Analyst (preferred)
OTHER SKILLS, ABILITIES, AND QUALIFICATIONS:
Qualities include being detail oriented, highly proficient with technology, a quick learner, a strong communicator, and a self-starter/self-manager. Ability to excel in a remote work environment. Ability to excel both independently and in a team environment. Proficient in Microsoft Office Suite.
PHYSICAL DEMANDS: Incumbent must be able to stand, walk, sit, use hands, reach, talk, and hear.
BENEFITS AND COMPENSATION:
The salary range for applicants in this position generally ranges between $65,000 and $70,000 plus a bonus opportunity.
This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus/Commission, and continuing education.
All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Apply for this ad Online! ....Read more...
Type: Permanent Location: Beachwood, Ohio
Posted: 2025-04-25 15:12:06
