2 jobs found in Marlow

Paraplanner Remote Up to £48,000 Depending on Experience This opportunity would suit an experienced Paraplanner who enjoys report writing, working at pace, and being a key part of the financial planning process. If you are looking for a role where you can focus on producing high-quality suitability reports and supporting advisers in delivering excellent client outcomes, this could be an excellent next step. The business is looking for an experienced financial services professional who understands the advice process, has strong technical knowledge, and can confidently manage a consistent volume of report writing whilst maintaining high standards of accuracy and compliance. Alongside a salary of up to £48,000, this role offers fully remote working and the opportunity to join a growing financial planning business that values technical expertise, professionalism, and teamwork. The Business This is a well-established independent financial planning firm providing...

JOB SPECIFICATION Systems Project Manager Deliver a migration from and to a new internal CRM/CMDB/ITSM platform Support cost saving initiative Projects (where required) Project management approach delivering Projects to time, cost, scope and quality through rigorous Project controls Strict change and exception management controls Working with vendors and the internal stakeholders to define scope, objectives, success criteria and deliverables Coordinate data migration, cleansing, system integration, testing and cutover activities Ensure a smooth transition to operational support teams including the coordination of training and regular business communication Deliver the project ensuring it is aligned with the MLL compliance requirements Skills and Competencies: Exceptional stakeholder management and influencing skills Excellent communication (written and verbal) skills and ability to present at both technical and executive level Ability to...