We are looking for an Administrator to join a thriving charitable organisation in the Thatcham area. The successful candidate will be supporting the team with a broad range of responsibilities including communications, recording data and administration of events. This opportunity is part-time with on-site working, ideal for someone looking for 25 hours per week. Responsibilities Providing administrative support to the charity development team Acting as the first point of contact for inbound enquiries Liaising with individuals at all levels Effectively using CRM system to accurately maintain records Assisting with the planning and delivery of events Supporting financial reporting Providing excellent customer service Requirements Previous office administration experience Ability to build strong working relationships face to face and over the phone Team player with a proactive approach Proficient using Microsoft Office applications Keen problem solver with a love for variety Benefits Free parking onsite Good pension scheme Free meals and refreshments Cycle to work scheme Onsite exercise classes and use of gym facilities Regular training and development Annual parties and regular events If you think you're suitable for this role, then please click 'APPLY' now! Recruitment Note Due to the unprecedented volume of response we are currently receiving, regrettably we are no longer able to respond to every application individually. If you have not heard back from us within 5 days, please assume your application for this role has been unsuccessful. We do read each CV carefully and if the situation changes or another potentially suitable role becomes active, we will be back in contact
Apr 30, 2024
Full time
We are looking for an Administrator to join a thriving charitable organisation in the Thatcham area. The successful candidate will be supporting the team with a broad range of responsibilities including communications, recording data and administration of events. This opportunity is part-time with on-site working, ideal for someone looking for 25 hours per week. Responsibilities Providing administrative support to the charity development team Acting as the first point of contact for inbound enquiries Liaising with individuals at all levels Effectively using CRM system to accurately maintain records Assisting with the planning and delivery of events Supporting financial reporting Providing excellent customer service Requirements Previous office administration experience Ability to build strong working relationships face to face and over the phone Team player with a proactive approach Proficient using Microsoft Office applications Keen problem solver with a love for variety Benefits Free parking onsite Good pension scheme Free meals and refreshments Cycle to work scheme Onsite exercise classes and use of gym facilities Regular training and development Annual parties and regular events If you think you're suitable for this role, then please click 'APPLY' now! Recruitment Note Due to the unprecedented volume of response we are currently receiving, regrettably we are no longer able to respond to every application individually. If you have not heard back from us within 5 days, please assume your application for this role has been unsuccessful. We do read each CV carefully and if the situation changes or another potentially suitable role becomes active, we will be back in contact
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers. Responsibilities: Managing adviser diaries and preparing review paperwork for client meetings Completing actions and administration after client meetings Preparation and processing of new business Assist in the preparation of Financial Planning Reports Handling non-advice customer queries by telephone and email Ensure that customer administration is carried out in accordance with compliance and regulatory obligations Keep up to date with financial products and legislation, demonstrating continual learning and development Other administrative duties as required To be successful you should be able to demonstrate: You are customer focused Excellent numeracy skills, with a good eye for detail Excellent communication skills both written and verbal Self-motivation, be highly organised and have good problem solving capabilities Good IT skills such as Word, Excel and the ability to pick up new systems quickly A proven background in providing excellent customer service Experience Ideally you will have experience working in financial services administration with an understanding of the regulatory regime, however if you have administrative experience in another industry, are keen to learn and enthusiastic about a career in financial services then please get in touch. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Apr 30, 2024
Full time
Our client have a great opportunity for an Administrator who wants to develop a career in financial services with an established and well respected chartered financial planning firm.We are looking for an enthusiastic individual to join their Adviser support team to provide top quality administration and support to their Independent Financial Advisers. Responsibilities: Managing adviser diaries and preparing review paperwork for client meetings Completing actions and administration after client meetings Preparation and processing of new business Assist in the preparation of Financial Planning Reports Handling non-advice customer queries by telephone and email Ensure that customer administration is carried out in accordance with compliance and regulatory obligations Keep up to date with financial products and legislation, demonstrating continual learning and development Other administrative duties as required To be successful you should be able to demonstrate: You are customer focused Excellent numeracy skills, with a good eye for detail Excellent communication skills both written and verbal Self-motivation, be highly organised and have good problem solving capabilities Good IT skills such as Word, Excel and the ability to pick up new systems quickly A proven background in providing excellent customer service Experience Ideally you will have experience working in financial services administration with an understanding of the regulatory regime, however if you have administrative experience in another industry, are keen to learn and enthusiastic about a career in financial services then please get in touch. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Job Introduction We are looking for someone to take on the role of Data and Performance Officer working within our City & Hackney Substance Use Service, providing data and performance support to the team. Based in Hackney, you will play a key role in a service that brings together substance use treatment, sexual health, housing, outreach, GP and mental health services to respond to the needs of the community in challenging circumstances. This is a hybrid role - working a minimum of 3 days per week on site. Video interviews via Teams will be held on Thursday 9 th May 2024. Role Responsibility You will be working in close partnership with service staff, managers and other key stakeholders. Reporting to the Regional Performance Lead your responsibilities will include: Reporting local activity data across services including our Rough Sleepers Projects Monitoring local data quality and compliance Recognise and understand local processes and provide effective system support to staff Monitoring, analysis and reporting, including data submissions Ensure timely responses to scheduled and ad hoc data information requests Some administrative tasks which may include data entry The Ideal Candidate If you are an experienced data professional, administrator with great Excel skills or a recent IT education leaver looking for a position that suits your skillset, we want to hear from you. You will be data driven with an eye for detail. You will also have excellent communication skills and will be capable of building good working relationships with colleagues, service providers and other stakeholders. Skills you will need: At least intermediate Microsoft Excel skills (adept using formulas/functions including VLOOKUPs/PIVOTs/CONCATENATE/SUM use of filters etc.) Monitoring, analysis and reporting, including data submissions Analytical and problem-solving skills Excellent IT skills including Word, Outlook, Excel, PowerPoint Calendars, and digital media Maths & English GCSE Grade C or above or equivalent qualification Organised with excellent planning and time management skills Good communication skills (written and verbal) Ability to work as part of a multi-disciplinary team Demonstrable experience of working in an office environment A successful track record of delivering data/systems training to groups & individuals is advantageous Experience in a similar health and social care environment or a desire to work within a service that supports the needs of the community About us Turning Point is a large Social Enterprise supporting around 100,000 marginalised and disadvantaged people across the country each year. As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer. Our integrated substance misuse services and sexual health services provide free and confidential support for adults and young people around their sexual health and use of alcohol and other drugs. What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package that includes: Comprehensive learning and development opportunities so we can invest in your future - we're proud to have a silver accreditation from Investors in People. Choose from our range of courses to gain recognised qualifications 29 days' paid holiday a year, increasing to 30 days. Plus the option to buy additional holidays and spread the cost An exclusive discounts hub for TP colleagues, to help make your money go further - including high street shopping, pubs and restaurants, mobile phones, gym memberships, and much more. You'll also have access to the Blue Light Card, for even more discounts and savings! Flexible working solutions to support your work-life balance Life Assurance of up to 3x annual salary and a competitive Pension Scheme to support your savings and security Access to our Rightsteps Therapy service - free, confidential telephone based counselling sessions, access to an online wellbeing platform, and a Financial Education hub to support your total wellbeing A 24/7 Employee Assistance Programme including a Digital GP, legal advice and more - all free to you and your immediate family Recognition awards to recognise colleagues' inspirational work and dedication, as well as Long Service bonuses to celebrate your commitment to us Flexible benefit options including a Cycle to Work scheme and interest-free Season Ticket Loans A £300 bonus if you successfully refer a friend as a new colleague through our Refer a Friend scheme, as a thanks from us! We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date. Turning Point Attached documents Performance Support Worker JD.docx Performance Support Worker PS.docx Apply
Apr 30, 2024
Full time
Job Introduction We are looking for someone to take on the role of Data and Performance Officer working within our City & Hackney Substance Use Service, providing data and performance support to the team. Based in Hackney, you will play a key role in a service that brings together substance use treatment, sexual health, housing, outreach, GP and mental health services to respond to the needs of the community in challenging circumstances. This is a hybrid role - working a minimum of 3 days per week on site. Video interviews via Teams will be held on Thursday 9 th May 2024. Role Responsibility You will be working in close partnership with service staff, managers and other key stakeholders. Reporting to the Regional Performance Lead your responsibilities will include: Reporting local activity data across services including our Rough Sleepers Projects Monitoring local data quality and compliance Recognise and understand local processes and provide effective system support to staff Monitoring, analysis and reporting, including data submissions Ensure timely responses to scheduled and ad hoc data information requests Some administrative tasks which may include data entry The Ideal Candidate If you are an experienced data professional, administrator with great Excel skills or a recent IT education leaver looking for a position that suits your skillset, we want to hear from you. You will be data driven with an eye for detail. You will also have excellent communication skills and will be capable of building good working relationships with colleagues, service providers and other stakeholders. Skills you will need: At least intermediate Microsoft Excel skills (adept using formulas/functions including VLOOKUPs/PIVOTs/CONCATENATE/SUM use of filters etc.) Monitoring, analysis and reporting, including data submissions Analytical and problem-solving skills Excellent IT skills including Word, Outlook, Excel, PowerPoint Calendars, and digital media Maths & English GCSE Grade C or above or equivalent qualification Organised with excellent planning and time management skills Good communication skills (written and verbal) Ability to work as part of a multi-disciplinary team Demonstrable experience of working in an office environment A successful track record of delivering data/systems training to groups & individuals is advantageous Experience in a similar health and social care environment or a desire to work within a service that supports the needs of the community About us Turning Point is a large Social Enterprise supporting around 100,000 marginalised and disadvantaged people across the country each year. As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer. Our integrated substance misuse services and sexual health services provide free and confidential support for adults and young people around their sexual health and use of alcohol and other drugs. What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package that includes: Comprehensive learning and development opportunities so we can invest in your future - we're proud to have a silver accreditation from Investors in People. Choose from our range of courses to gain recognised qualifications 29 days' paid holiday a year, increasing to 30 days. Plus the option to buy additional holidays and spread the cost An exclusive discounts hub for TP colleagues, to help make your money go further - including high street shopping, pubs and restaurants, mobile phones, gym memberships, and much more. You'll also have access to the Blue Light Card, for even more discounts and savings! Flexible working solutions to support your work-life balance Life Assurance of up to 3x annual salary and a competitive Pension Scheme to support your savings and security Access to our Rightsteps Therapy service - free, confidential telephone based counselling sessions, access to an online wellbeing platform, and a Financial Education hub to support your total wellbeing A 24/7 Employee Assistance Programme including a Digital GP, legal advice and more - all free to you and your immediate family Recognition awards to recognise colleagues' inspirational work and dedication, as well as Long Service bonuses to celebrate your commitment to us Flexible benefit options including a Cycle to Work scheme and interest-free Season Ticket Loans A £300 bonus if you successfully refer a friend as a new colleague through our Refer a Friend scheme, as a thanks from us! We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date. Turning Point Attached documents Performance Support Worker JD.docx Performance Support Worker PS.docx Apply
Job Introduction We are looking for a Data and Performance Officer to work in a varied role within our Rochdale and Oldham Treatment services. The role covers the Rough Sleeping Project, some data support to our Detox and Residential Rehabilitation Services as well as supporting the core Rochdale and Oldham contract. The new post holder will be required to provide data and performance support with a flexible approach and will play a key role in a service that brings together substance use treatment, housing, outreach, GP and mental health services to respond to the needs of the community in challenging circumstances. This is a hybrid role - with a mixture of days on site in Rochdale and Oldham hubs, as well as some days worked from home. There may be occasional requirement to travel to other locations as required. Role Responsibility You will be working in close partnership with service staff, managers and other key stakeholders. Reporting to the Regional Performance Lead your responsibilities will include: Reporting local activity data across services including our Rough Sleepers Projects Monitoring local data quality and compliance Recognise and understand local processes and provide effective system support to staff Monitoring, analysis and reporting, including data submissions Ensure timely responses to scheduled and ad hoc data information requests Some administrative tasks which may include data entry The Ideal Candidate If you are an experienced data professional, administrator with great Excel skills or a recent IT education leaver looking for a position that suits your skillset, we want to hear from you. You will be data driven with an eye for detail. You will also have excellent communication skills and will be capable of building good working relationships with colleagues, service providers and other stakeholders. Skills you will need: At least intermediate Microsoft Excel skills (adept using formulas/functions including VLOOKUPs/PIVOTs/CONCATENATE/SUM use of filters etc.) Monitoring, analysis and reporting, including data submissions Analytical and problem-solving skills Excellent IT skills including Word, Outlook, Excel, PowerPoint Calendars, and digital media Maths & English GCSE Grade C or above or equivalent qualification Organised with excellent planning and time management skills Good communication skills (written and verbal) Ability to work as part of a multi-disciplinary team Demonstrable experience of working in an office environment A successful track record of delivering data/systems training to groups & individuals is advantageous Experience in a similar health and social care environment or a desire to work within a service that supports the needs of the community About us Turning Point is a large Social Enterprise supporting around 100,000 marginalised and disadvantaged people across the country each year. As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer. Our integrated substance misuse services and sexual health services provide free and confidential support for adults and young people around their sexual health and use of alcohol and other drugs. What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package that includes: Comprehensive learning and development opportunities so we can invest in your future - we're proud to have a silver accreditation from Investors in People. Choose from our range of courses to gain recognised qualifications 28 days' paid holiday a year, increasing with each year of service up to 30 days. Plus the option to buy additional holidays and spread the cost An exclusive discounts hub for TP colleagues, to help make your money go further - including high street shopping, pubs and restaurants, mobile phones, gym memberships, and much more. You'll also have access to the Blue Light Card, for even more discounts and savings! Flexible working solutions to support your work-life balance Life Assurance of up to 3x annual salary and a competitive Pension Scheme to support your savings and security Access to our Rightsteps Therapy service - free, confidential telephone based counselling sessions, access to an online wellbeing platform, and a Financial Education hub to support your total wellbeing A 24/7 Employee Assistance Programme including a Digital GP, legal advice and more - all free to you and your immediate family Recognition awards to recognise colleagues' inspirational work and dedication, as well as Long Service bonuses to celebrate your commitment to us Flexible benefit options including a Cycle to Work scheme and interest-free Season Ticket Loans A £300 bonus if you successfully refer a friend as a new colleague through our Refer a Friend scheme, as a thanks from us! We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date. Turning Point Attached documents Performance Support Worker JD (1).docx Performance Support Worker PS (1).docx Apply
Apr 30, 2024
Full time
Job Introduction We are looking for a Data and Performance Officer to work in a varied role within our Rochdale and Oldham Treatment services. The role covers the Rough Sleeping Project, some data support to our Detox and Residential Rehabilitation Services as well as supporting the core Rochdale and Oldham contract. The new post holder will be required to provide data and performance support with a flexible approach and will play a key role in a service that brings together substance use treatment, housing, outreach, GP and mental health services to respond to the needs of the community in challenging circumstances. This is a hybrid role - with a mixture of days on site in Rochdale and Oldham hubs, as well as some days worked from home. There may be occasional requirement to travel to other locations as required. Role Responsibility You will be working in close partnership with service staff, managers and other key stakeholders. Reporting to the Regional Performance Lead your responsibilities will include: Reporting local activity data across services including our Rough Sleepers Projects Monitoring local data quality and compliance Recognise and understand local processes and provide effective system support to staff Monitoring, analysis and reporting, including data submissions Ensure timely responses to scheduled and ad hoc data information requests Some administrative tasks which may include data entry The Ideal Candidate If you are an experienced data professional, administrator with great Excel skills or a recent IT education leaver looking for a position that suits your skillset, we want to hear from you. You will be data driven with an eye for detail. You will also have excellent communication skills and will be capable of building good working relationships with colleagues, service providers and other stakeholders. Skills you will need: At least intermediate Microsoft Excel skills (adept using formulas/functions including VLOOKUPs/PIVOTs/CONCATENATE/SUM use of filters etc.) Monitoring, analysis and reporting, including data submissions Analytical and problem-solving skills Excellent IT skills including Word, Outlook, Excel, PowerPoint Calendars, and digital media Maths & English GCSE Grade C or above or equivalent qualification Organised with excellent planning and time management skills Good communication skills (written and verbal) Ability to work as part of a multi-disciplinary team Demonstrable experience of working in an office environment A successful track record of delivering data/systems training to groups & individuals is advantageous Experience in a similar health and social care environment or a desire to work within a service that supports the needs of the community About us Turning Point is a large Social Enterprise supporting around 100,000 marginalised and disadvantaged people across the country each year. As a leading health and social care provider with more than 300 locations across England, we take real pride in the services we offer. Our integrated substance misuse services and sexual health services provide free and confidential support for adults and young people around their sexual health and use of alcohol and other drugs. What Benefits Will I Receive? We know reward looks different to each person and so whether its ways to make your money go further, a culture supporting recognition and celebration, or opportunities to boost your career - we want to support you in every way we can with our total reward package that includes: Comprehensive learning and development opportunities so we can invest in your future - we're proud to have a silver accreditation from Investors in People. Choose from our range of courses to gain recognised qualifications 28 days' paid holiday a year, increasing with each year of service up to 30 days. Plus the option to buy additional holidays and spread the cost An exclusive discounts hub for TP colleagues, to help make your money go further - including high street shopping, pubs and restaurants, mobile phones, gym memberships, and much more. You'll also have access to the Blue Light Card, for even more discounts and savings! Flexible working solutions to support your work-life balance Life Assurance of up to 3x annual salary and a competitive Pension Scheme to support your savings and security Access to our Rightsteps Therapy service - free, confidential telephone based counselling sessions, access to an online wellbeing platform, and a Financial Education hub to support your total wellbeing A 24/7 Employee Assistance Programme including a Digital GP, legal advice and more - all free to you and your immediate family Recognition awards to recognise colleagues' inspirational work and dedication, as well as Long Service bonuses to celebrate your commitment to us Flexible benefit options including a Cycle to Work scheme and interest-free Season Ticket Loans A £300 bonus if you successfully refer a friend as a new colleague through our Refer a Friend scheme, as a thanks from us! We reserve the right to close this advert early if we are able to appoint to the vacancy before the advertised closed date. Turning Point Attached documents Performance Support Worker JD (1).docx Performance Support Worker PS (1).docx Apply
Finance Administrator Akkodis are currently working in partnership with a leading service provider to recruit an experienced Finance Administrator join an established Finance team in Sheffield City Centre. Working closely with the Finance Manager and Head of Finance you will support the payroll function, maintaining and updating payroll information. You will also support the Finance Manager with billing and credit control, purchasing from suppliers, maintaining the periodic postings to the accounting system, and inputting forecast data on P&L, balance sheet and cashflow into Business Planning and Consolidation software. There will also be an opportunity to assist in the preparation of financial forecasts, the weekly cashflow, period end intercompany and profitability reporting. The Responsibilities Compile payroll data required for monthly submission and check for completeness with HR and Operational Managers. Create and maintain effective reporting of HR related data. Manage payroll relationship with Group Payroll and dealing with any queries that arise. Manage the Payroll email account, Liaising with HR and Staff to resolve questions and issues. Create, send and follow up on sales invoices. Prepare purchase orders and liaise with suppliers and Group AP team. Monitor cash balances to ensure required funds are available and requesting those funds when needed. Assist with the preparation of a weekly cash flow. Assist with the preparation of periodic intercompany and profitability reporting. The Requirements . Experience of preparation of payroll submissions . Good knowledge of accounting and bookkeeping procedures . Familiarity with accounting software eg SAP . Ability to work under pressure in a fast-paced environment, with deadlines . Capacity to work tactfully with discretion and confidentiality . Good Microsoft Office skills . Organisational and time management skills . Good communication skills, both written and verbal If you are looking for an exciting new challenge to join an evolving team and play a key role in the continued success of an organisation, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Apr 30, 2024
Full time
Finance Administrator Akkodis are currently working in partnership with a leading service provider to recruit an experienced Finance Administrator join an established Finance team in Sheffield City Centre. Working closely with the Finance Manager and Head of Finance you will support the payroll function, maintaining and updating payroll information. You will also support the Finance Manager with billing and credit control, purchasing from suppliers, maintaining the periodic postings to the accounting system, and inputting forecast data on P&L, balance sheet and cashflow into Business Planning and Consolidation software. There will also be an opportunity to assist in the preparation of financial forecasts, the weekly cashflow, period end intercompany and profitability reporting. The Responsibilities Compile payroll data required for monthly submission and check for completeness with HR and Operational Managers. Create and maintain effective reporting of HR related data. Manage payroll relationship with Group Payroll and dealing with any queries that arise. Manage the Payroll email account, Liaising with HR and Staff to resolve questions and issues. Create, send and follow up on sales invoices. Prepare purchase orders and liaise with suppliers and Group AP team. Monitor cash balances to ensure required funds are available and requesting those funds when needed. Assist with the preparation of a weekly cash flow. Assist with the preparation of periodic intercompany and profitability reporting. The Requirements . Experience of preparation of payroll submissions . Good knowledge of accounting and bookkeeping procedures . Familiarity with accounting software eg SAP . Ability to work under pressure in a fast-paced environment, with deadlines . Capacity to work tactfully with discretion and confidentiality . Good Microsoft Office skills . Organisational and time management skills . Good communication skills, both written and verbal If you are looking for an exciting new challenge to join an evolving team and play a key role in the continued success of an organisation, please apply now. Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.
Are you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Swindon / M4 Corridor Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Apr 30, 2024
Full time
Are you a highly experienced Financial Advisor near Swindon, seeking an employed job, working from home with quality leads provided? This is a unique opportunity to join a highly respected IFA firm who are continually improving their client proposition and feature in the industry press for their success. You will benefit from their multiple lead generation initiatives undertaken by the dedicated marketing team aimed at creating new client opportunities for their Financial Advisors. In addition, you may also receive existing clients when fellow IFAs retire. As part of their next phase of growth, they are looking to recruit top performers into their team. Financial Advisor Requirements You should be a Level 4 Diploma qualified Financial Advisor with 3 - 5+ years' financial planning advice experience You should have a proven, demonstrable track record in being able to convert business opportunities Individuals close to Chartered status would be preferred Full and comprehensive back office support Their Independent Financial Advisors receive complete support with specialist Administrators, Paraplanners, Compliance Managers! As the research, report writing, client investment management reviews are all undertaken for you, you will have more time to spend with clients. Training and Development Their Financial Advisors have access to in-house training programmes and support towards becoming a Chartered Financial Planner. Financial Advisor Benefits Salary of £50,000 - £75,000 subject to experience and qualifications Plus, IFAs will receive holiday pay, phone, laptop and bonus structure to enable excellent OTE Home based role with travel to meet clients in person and use of their regional offices if preferred Self-employed option available, if you would prefer Locations Swindon / M4 Corridor Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Office Support Team Lead - Wimborne - Up to 27,500 Are you an experienced Office Support Team Lead with excellent organisational and reception skills?Do you have previous experience working as a Senior Office Co-Ordinator managing a small team?If yes, then read on to see what's on offer! What you'll be doing: We're seeking a proactive Office Support Team Lead. This is an all-round position, combining the management of the office, Reception, as well as the clients. You will be comfortable building and developing relationships and the point of contact for external events. Diary Management, Monthly reviews, Supporting managers and operations staff. About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Senior Office Co-Ordinator Administrator with line management experience. Excellent verbal and written communication skills Accuracy and attention to detail Strong planning and organisational skills Reception experience Management experience Hours & Benefits: 37.5 hours per week 08.30am - 5pm Discretionary Bonus Private Medical Pension Training and ongoing development Generous holiday allowance Are you interested in the Senior Office Co-ordinator role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
Apr 30, 2024
Full time
Office Support Team Lead - Wimborne - Up to 27,500 Are you an experienced Office Support Team Lead with excellent organisational and reception skills?Do you have previous experience working as a Senior Office Co-Ordinator managing a small team?If yes, then read on to see what's on offer! What you'll be doing: We're seeking a proactive Office Support Team Lead. This is an all-round position, combining the management of the office, Reception, as well as the clients. You will be comfortable building and developing relationships and the point of contact for external events. Diary Management, Monthly reviews, Supporting managers and operations staff. About the company: Our client is a well-established financial services company based in the Dorset area, services including Investment and pensions. What we're looking for: Senior Office Co-Ordinator Administrator with line management experience. Excellent verbal and written communication skills Accuracy and attention to detail Strong planning and organisational skills Reception experience Management experience Hours & Benefits: 37.5 hours per week 08.30am - 5pm Discretionary Bonus Private Medical Pension Training and ongoing development Generous holiday allowance Are you interested in the Senior Office Co-ordinator role and would like to be considered? We would love to hear from you! Click the apply button now or contact us on: Tel: option 1 - Office & Commercial Team Email: Bond Williams Professional Recruitment are an equal opportunity employer and operate as an Employment Business and Recruitment Agency
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
Apr 30, 2024
Full time
This Technical IFA Administrator job in Fareham is suitable if you are looking to join a supportive team You will be joining a back office team consisting of Administrators, Senior / Technical Administrators and Paraplanners who work collectively together to support their highly effective, Independent Financial Advisers As a Technical IFA Administrator you will be focusing on undertaking the technical administrative duties as part of the financial planning process and client journey. Part of your duties will include documenting, researching and report writing for ISAs and other standard cases. You will receive support from the Administrators who undertake general administrative duties and the Paraplanners on complex cases. Technical IFA Administrator Requirements You should have 3+ years' experience in financial planning administration with good product knowledge You should ideally have some of your industry qualifications The Company This firm of Independent Financial Advisors established over 20 years ago, is a friendly yet highly professional team. They focus on providing their clients first class service through their team of experienced Independent Financial Advisers and dedicated back office support structure. Technical IFA Administrator Benefits Salary of £32,000 to £38,000 dependent upon experience Company benefits include auto-enrolment pension, employee benefits scheme, 20 days holiday + BHs, rising to 25 days + BHs after probation Normal working hours of 9 - 5:30pm, Monday to Friday (possible movement on start / finish time) Office based role Location Fareham Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.
IFA Administator Salary £23,000 - £26,000 p.a DoE Bury St Edmunds Hybrid working potential after 12 mths We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team. IFA Administrator - The Role To provide administrative support to the private client team, to ensure that they have timely and accurate information To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems Key Responsibilities Input fact find details onto IO Undertake scanning and ensure information is saved in the right place Collate information and prepare client review meeting packs Input and analyse completed risk profile questionnaires Undertake post review work in accordance with the checklist Liaise with the team regarding reviews that are due each month and keep opportunities up to date Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet Complete Policy analysis Provide general administrative support to private client team members e.g. post Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded About You Essential Skills Attention to detail/accuracy Computer and data management literate Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to work pro-actively and on own initiative Creativity and innovation Curiosity and willingness to learn and improve Desirable Progress towards the Diploma in Financial Planning Providing accurate and timely administrative support Knowledge of pensions and investments Benefits Life Cover Income Protection Health Cash Plan Subsidised private health care Pension scheme Profit share Free Parking Length of Service awards
Apr 30, 2024
Full time
IFA Administator Salary £23,000 - £26,000 p.a DoE Bury St Edmunds Hybrid working potential after 12 mths We are working with an award winning Chartered Financial Planning firm based in East England. This firm have been awarded "Best Employer in the Eastern Region". The judges rated them highly in every category and employee well-being, individual development and comprehensive reward and recognition strategies stood out. They now have an opportunity for an Administrator from Financial Planning background to join the support team. IFA Administrator - The Role To provide administrative support to the private client team, to ensure that they have timely and accurate information To ensure that client records are kept fully up to date with all related correspondence uploaded and correct indexing to appropriate systems Key Responsibilities Input fact find details onto IO Undertake scanning and ensure information is saved in the right place Collate information and prepare client review meeting packs Input and analyse completed risk profile questionnaires Undertake post review work in accordance with the checklist Liaise with the team regarding reviews that are due each month and keep opportunities up to date Complete anti money laundering checks via Smart Search for individuals and companies house for corporate clients Generate policy information request letters for letters of authority and change of agency and send to providers. Set up the event list and analysis sheet Complete Policy analysis Provide general administrative support to private client team members e.g. post Maintain and update my talent development record, ensuring my objectives are up to date and impact of any training is recorded About You Essential Skills Attention to detail/accuracy Computer and data management literate Analytical Good organisational and prioritisation skills Time management Team working Ability to build and maintain relationships Communication - written and verbal Ability to work pro-actively and on own initiative Creativity and innovation Curiosity and willingness to learn and improve Desirable Progress towards the Diploma in Financial Planning Providing accurate and timely administrative support Knowledge of pensions and investments Benefits Life Cover Income Protection Health Cash Plan Subsidised private health care Pension scheme Profit share Free Parking Length of Service awards
ServiceNow SPM Developer (Strategic Portfolio Management) Fully Remote £500-£550 pd Outside 6-month contract Key Outcomes Responsibilities may include, but are not limited to the following: Design and implementation consultancy - support the SPM Product Owner and key stakeholders in requirements definition and provide guidance on best use of ServiceNow features. Create designs to meet requirements, ensuring adherence to key platform design principles such as OOTB conformance. Development and Support - own and deliver enhancements, defect fixes, requests, and incidents for the SPM module. Ensure adherence to good development standards and service levels, and delivery of supporting technical documentation. Change/Release management - take responsibility for implementing development work packages through change and release governance. Take ownership of the Software Development Lifecycle to ensure that only the correct, accurate and fit for purpose changes reach the Production environment. Training, Acceptance into Service and Early Life Support - support new & existing teams and stakeholders in the adoption of newly developed features and processes. Take responsibility for early life support (Hypercare) and the knowledge transfer required to the BAU team for acceptance into service. Roadmap Planning - Support the SPM Stakeholders and the ServiceNow Product Lead in the analysis, definition and prioritisation of existing and emerging features to deliver best value from the SPM module. Problem Solving/Platform Development - Support the platform lead in the continued improvement of the ServiceNow platform through complex problem solving, major upgrades and strategic improvements to both processes and product-use. Required Skills & Experience The candidate must have an up-to-date ServiceNow Certification (eg Developer, Advanced System Administration, Certified System Administrator, etc.). Previous experience in the design, implementation and/or support and continuous improvement of the SPM module is essential. Demonstrable understanding of Project and Agile methodologies and the associated financial and governance modules. Significant experience in ServiceNow development and administration with proven track record in the design and development of complex and dynamic platforms. Scripting skills; required in Javascript and desirable in Powershell Broad experience with the Now Platform; demonstrating an end-to-end understanding of database schema, core platform features, use of ServiceNow resources and integration capabilities between modules. Platform integrations, both OOTB rest API and custom. Experience in the development and use of Automated Test Frameworks Working knowledge of relational databases. Desired Skills & Qualifications It is desired that the candidate has ITIL V4 Foundation Certification. It is desired that the candidate has an understanding and experience with agile software development methodologies.
Apr 30, 2024
Contractor
ServiceNow SPM Developer (Strategic Portfolio Management) Fully Remote £500-£550 pd Outside 6-month contract Key Outcomes Responsibilities may include, but are not limited to the following: Design and implementation consultancy - support the SPM Product Owner and key stakeholders in requirements definition and provide guidance on best use of ServiceNow features. Create designs to meet requirements, ensuring adherence to key platform design principles such as OOTB conformance. Development and Support - own and deliver enhancements, defect fixes, requests, and incidents for the SPM module. Ensure adherence to good development standards and service levels, and delivery of supporting technical documentation. Change/Release management - take responsibility for implementing development work packages through change and release governance. Take ownership of the Software Development Lifecycle to ensure that only the correct, accurate and fit for purpose changes reach the Production environment. Training, Acceptance into Service and Early Life Support - support new & existing teams and stakeholders in the adoption of newly developed features and processes. Take responsibility for early life support (Hypercare) and the knowledge transfer required to the BAU team for acceptance into service. Roadmap Planning - Support the SPM Stakeholders and the ServiceNow Product Lead in the analysis, definition and prioritisation of existing and emerging features to deliver best value from the SPM module. Problem Solving/Platform Development - Support the platform lead in the continued improvement of the ServiceNow platform through complex problem solving, major upgrades and strategic improvements to both processes and product-use. Required Skills & Experience The candidate must have an up-to-date ServiceNow Certification (eg Developer, Advanced System Administration, Certified System Administrator, etc.). Previous experience in the design, implementation and/or support and continuous improvement of the SPM module is essential. Demonstrable understanding of Project and Agile methodologies and the associated financial and governance modules. Significant experience in ServiceNow development and administration with proven track record in the design and development of complex and dynamic platforms. Scripting skills; required in Javascript and desirable in Powershell Broad experience with the Now Platform; demonstrating an end-to-end understanding of database schema, core platform features, use of ServiceNow resources and integration capabilities between modules. Platform integrations, both OOTB rest API and custom. Experience in the development and use of Automated Test Frameworks Working knowledge of relational databases. Desired Skills & Qualifications It is desired that the candidate has ITIL V4 Foundation Certification. It is desired that the candidate has an understanding and experience with agile software development methodologies.
My primary school in Warwick are looking for a Finance Administrator for 3 days a week. Please see main duties listed below. Develop and monitor management information systems such as SAGE and input payments. Be responsible for the effective management of financial administration procedures, including responsibility for compliance with financial regulations. Be responsible for the submission of relevant information to outside agencies e.g. EFSA/DFE as required as an Academy. Identify the need for, select and manage resources, including management of resource budget. Interpret matters of policy/procedure/statute to ensure the school s compliance and initiate appropriate action arising. Monitor and check Bank accounts online. Issue/approve payments in a timely manner. Be responsible for planning, monitoring and evaluation of budget. Be responsible for producing detailed reports for the Headteacher and Governing Body. Be responsible for the management of expenditure from the school budget. Please do apply below if you would like to discuss the role in more detail.
Apr 30, 2024
Contractor
My primary school in Warwick are looking for a Finance Administrator for 3 days a week. Please see main duties listed below. Develop and monitor management information systems such as SAGE and input payments. Be responsible for the effective management of financial administration procedures, including responsibility for compliance with financial regulations. Be responsible for the submission of relevant information to outside agencies e.g. EFSA/DFE as required as an Academy. Identify the need for, select and manage resources, including management of resource budget. Interpret matters of policy/procedure/statute to ensure the school s compliance and initiate appropriate action arising. Monitor and check Bank accounts online. Issue/approve payments in a timely manner. Be responsible for planning, monitoring and evaluation of budget. Be responsible for producing detailed reports for the Headteacher and Governing Body. Be responsible for the management of expenditure from the school budget. Please do apply below if you would like to discuss the role in more detail.
Exchange Street Claims & Financial Services
Stockport, Cheshire
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours, when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.One thing that isn't on offer in the short-medium term is advancement. They're happy to pay for your exams but they have a large number of people on a pathway to paraplanning and advice already. They don't want to over-promise and under-deliver. Salary is to c£30,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. -It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.
Apr 30, 2024
Full time
The phrase "work-life balance" has been around for years now. But not every company has got the memo. There are still those who don't understand that the world has changed and people need and expect flexibility. And that if you don't give people choice about where they work they assume one thing - you don't trust your staff. Not here. This is one of the top regional IFA firms in the North West, if not beyond (FTAdviser would attest to that). And their staff can work from home 2-3 days per week. Not only that but they also have flexi-time. Core hours are 10-4 but you can start at 8 and finish at 4. Or start at 10 and finish at 6. As long as you do your core hours, when you start finish is down to you. That doesn't just mean you save money on trains/petrol. It means you get two precious commodities. One is time, time that is otherwise spent in traffic or on public transport. The second is trust. Trust that you'll get on with your job to the best of your ability whether you're in the office or not. After all, you're a conscientious person, not someone who needs to be micro-managed.You'll work on a team of nine administrators under a Team Leader. You'll process new business, prepare meeting packs and deal with LoAs/providers for typically 3 IFAs within your pod. But your team leader will make sure each day that no one team has too much on. You can be sure that work will be distributed elsewhere rather than you having to battle on.One thing that isn't on offer in the short-medium term is advancement. They're happy to pay for your exams but they have a large number of people on a pathway to paraplanning and advice already. They don't want to over-promise and under-deliver. Salary is to c£30,000 and there's 27 days holiday. Alongside the usual pension there's a Group Life Scheme too. HERE'S WHAT YOU'LL NEED TO HAVE:You'll have experience of working as an administrator in a financial planning firm.You don't need years and years of experience though. Just an initial 12 months so that you have had a good grounding. -It's time you had the trust and choice you deserve so click apply. If you don't have a CV just send us a way of contacting you and we can get to the CV later.Everyone will receive a response.
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 30, 2024
Full time
IFA Administrator Near Wetherby, Leeds Upto £30,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced IFA Administrator to join their team, with excellent progression opportunities. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including Pension, Discretionary Bonus, Death in Service, etc. Day to day responsibilities: Administration and maintenance of company records Developing the use of the back-office system Keeping all parties, both client and Adviser, fully updated as processing of application proceeds by proactively pursuing cases. Keeping detailed case notes for each application, in order that the Adviser and any team member has a clear understanding of progress. Overseeing and managing the administration team. Assisting advisers in preparation of new business packs for meetings. Fee and commission reconciliation. Developing good communication with individual clients to provide personal service and cultivate potential additional business. Required Skills and Qualifications: Experience of working within an IFA or Wealth Management environment Proven experience of building strong client relationships Excellent computer skills including Microsoft Office Word, Excel & Outlook, Internet and Back Office Systems Great IT skills and willingness to embrace technology Ability to mentor and manage staff members The successful candidate will need to be resourceful and possess a 'can-do' attitude The most important attribute is the ability to put your clients at the centre of everything you do How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and progress to a permanent paraplanning position. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including 8% Pension contribution, Discretionary Bonus, 4 x Death in Service, free car parking, etc. How to Apply: Please send your CV immediately or contact Stuart on
Apr 30, 2024
Full time
Client Service Lead/IFA Administrator Near Wetherby, Leeds upto £35,000 subject to experience, plus benefits Reward Recruitment are currently representing an established Chartered Financial Planning practice near Wetherby, who are recruiting an experienced Client Service Lead/IFA Administrator including paraplanning duties, to join their team and progress to a permanent paraplanning position. The role will incorporate all areas of providing financial administration support. You will join an established team and in return you will receive a competitive salary, together with benefits including 8% Pension contribution, Discretionary Bonus, 4 x Death in Service, free car parking, etc. How to Apply: Please send your CV immediately or contact Stuart on
TheNational Liberty Museum(NLM) seeks a dynamic leader to oversee itsOperationsDepartment and diversebusinessinitiatives. Reporting to the Museum'sChief Executive Officer, the successful candidate will play an integral role on the Museum's senior leadership team andwill possess an entrepreneurial spirit as well as excellent strategic and tactical skills to manage agrowingorganization with numerous revenue streams and an overall budget of approximately $3.5million. The COO is responsible for the effective operational, administrative, and financial management of theMuseum, providing strategic and daily operational leadership in the areas of Finance, Operations & Information Technology, Human Resources, and earned income generation. The COO will work in close cooperation with the Board of Directors and staff leadership to enhance the organization's infrastructure through thoughtful planning and the execution of sound, sustainable business practices. In addition, the COO will be expected to interface and build trusting relationships within the organization, including staff and volunteers, as well as with external entities such as auditors, information technology vendors, local and state officials, and other key stakeholders. About NLM Located in the historic district of Center City Philadelphia, the National Liberty Museum illuminates the strength and fragility of liberty through creative and meaningful exhibitions, programs and events that inspire and empower us all to put liberty into action. After 20 years, we are reimagining NLM - and the importance of liberty - for the 21stcentury and beyond. A new CEO is now in place and with investments in interpretive planning, audience engagement and design, we are transforming the Museum at a time when our mission is more critical than ever. Essential Duties and Responsibilities In partnership with the CEO, the COO will oversee the day-to-day responsibilities for planning and managing all finance-related activities of theMuseum, including institutional assurance/audit, risk management, and budgeting/forecasting. Ensure appropriate accounting control over the Museum's endowment and other investment funds. Monitor the investment portfolio and act as direct liaison with investment advisors as directed by the Board's Finance Committee. Develop new business opportunities to enhance earned income for theMuseum. Oversee and ensure the successful implementation of risk management, legal, business insurance, property management, human resources, and information technology activities, policies, and procedures. Recommend and oversee the implementation of information systems to improveNLMoperations and to provide for successful integration of Museum wide activities. Participate in ongoing strategic and tactical planning efforts that strengthen the organization's infrastructure, sustainability, and impact in the communities it serves. Act as chief compliance officer forNLMwith overall responsibility for internal control, records retention, contract administration and ethics/conflict of interest policies under the oversight of the CEO andFinanceCommittee. Understand and apply applicable laws, policies, and procedures quickly and succinctly to assure timely, consistent, and accurate implementation. Oversee HR management ofNLMemployees, including recruitment, hiring, termination, compensation, benefits administration, and professional training and development. In consultation with the CEO, oversee the performance ofMuseumsenior management staff including hiring, appraisal, and dismissal and provide day-to-day operational support to the Operations team. Oversee theMuseum's employee benefit programs and act as administrator ofMuseum's 401(k) plan. Lead, prepare, empower, delegate, and evaluate the performance of a diverse team of professional and technical personnel, ensuring staff receives effective orientation, training, and performance management guidance. Direct and oversee the activities of multiple contract service providers. Serve as primary liaison to the Finance Committeeof the Board of Directors. Grow and supervise a department offivefull-time staff. Experience & Qualifications A Bachelor's degree, with an MBA, MPA, or CPA credentials preferred. Alternately, commensurate experience that demonstrates strategic financial acumen will be considered. A minimum of eight years of financial and operational management experience; at least three years of experience at a managerial level. Strong knowledge of corporate and/or non-profit governance with significant experience interfacing with governing boards. Strong leadership and management skills that have influenced business culture through the development and implementation of strategic initiatives. Effective communication, presentation, negotiation, and problem-solving skills. Team building skills with a collaborative management style. Creative, conceptual, and analytical thinker, with sensitivity to both the artistic and business worlds. Ability to forge and maintain effective working relationships with a variety of representatives of public and private organizations, Board members, volunteers, vendors, Museum staff and the public. Proficiency in CRM systems,Altrupreferred. A passion for and commitment to theMuseum'smission. Staff will be asked to maintain a hybrid schedule with work being completed both in office and at home. Fully vaccinated against COVID-19 with a Centers for Disease Control (CDC) or World Health Organization (WHO) authorized vaccine (or approved for an exemption as a reasonable. accommodation due to a qualified disability or sincerely held religious belief oranotherlegal basis). Salary range of 100K - 135K is based on experience and includes excellent benefits. We are proud of the work environment we have built at the Museum and work each day to create an atmosphere in which everyone can contribute their ideas, energy, and enthusiasm for the important services we provide to the public. We emphasize working together as a team that is cooperative and supportive of each other; open communication is our highest priority. To Apply To Apply The National Liberty Museum is an Equal Opportunity Employer seeking a diverse workforce. Interested applicants are asked to please forward a cover letter and resume for consideration .
Apr 30, 2024
Full time
TheNational Liberty Museum(NLM) seeks a dynamic leader to oversee itsOperationsDepartment and diversebusinessinitiatives. Reporting to the Museum'sChief Executive Officer, the successful candidate will play an integral role on the Museum's senior leadership team andwill possess an entrepreneurial spirit as well as excellent strategic and tactical skills to manage agrowingorganization with numerous revenue streams and an overall budget of approximately $3.5million. The COO is responsible for the effective operational, administrative, and financial management of theMuseum, providing strategic and daily operational leadership in the areas of Finance, Operations & Information Technology, Human Resources, and earned income generation. The COO will work in close cooperation with the Board of Directors and staff leadership to enhance the organization's infrastructure through thoughtful planning and the execution of sound, sustainable business practices. In addition, the COO will be expected to interface and build trusting relationships within the organization, including staff and volunteers, as well as with external entities such as auditors, information technology vendors, local and state officials, and other key stakeholders. About NLM Located in the historic district of Center City Philadelphia, the National Liberty Museum illuminates the strength and fragility of liberty through creative and meaningful exhibitions, programs and events that inspire and empower us all to put liberty into action. After 20 years, we are reimagining NLM - and the importance of liberty - for the 21stcentury and beyond. A new CEO is now in place and with investments in interpretive planning, audience engagement and design, we are transforming the Museum at a time when our mission is more critical than ever. Essential Duties and Responsibilities In partnership with the CEO, the COO will oversee the day-to-day responsibilities for planning and managing all finance-related activities of theMuseum, including institutional assurance/audit, risk management, and budgeting/forecasting. Ensure appropriate accounting control over the Museum's endowment and other investment funds. Monitor the investment portfolio and act as direct liaison with investment advisors as directed by the Board's Finance Committee. Develop new business opportunities to enhance earned income for theMuseum. Oversee and ensure the successful implementation of risk management, legal, business insurance, property management, human resources, and information technology activities, policies, and procedures. Recommend and oversee the implementation of information systems to improveNLMoperations and to provide for successful integration of Museum wide activities. Participate in ongoing strategic and tactical planning efforts that strengthen the organization's infrastructure, sustainability, and impact in the communities it serves. Act as chief compliance officer forNLMwith overall responsibility for internal control, records retention, contract administration and ethics/conflict of interest policies under the oversight of the CEO andFinanceCommittee. Understand and apply applicable laws, policies, and procedures quickly and succinctly to assure timely, consistent, and accurate implementation. Oversee HR management ofNLMemployees, including recruitment, hiring, termination, compensation, benefits administration, and professional training and development. In consultation with the CEO, oversee the performance ofMuseumsenior management staff including hiring, appraisal, and dismissal and provide day-to-day operational support to the Operations team. Oversee theMuseum's employee benefit programs and act as administrator ofMuseum's 401(k) plan. Lead, prepare, empower, delegate, and evaluate the performance of a diverse team of professional and technical personnel, ensuring staff receives effective orientation, training, and performance management guidance. Direct and oversee the activities of multiple contract service providers. Serve as primary liaison to the Finance Committeeof the Board of Directors. Grow and supervise a department offivefull-time staff. Experience & Qualifications A Bachelor's degree, with an MBA, MPA, or CPA credentials preferred. Alternately, commensurate experience that demonstrates strategic financial acumen will be considered. A minimum of eight years of financial and operational management experience; at least three years of experience at a managerial level. Strong knowledge of corporate and/or non-profit governance with significant experience interfacing with governing boards. Strong leadership and management skills that have influenced business culture through the development and implementation of strategic initiatives. Effective communication, presentation, negotiation, and problem-solving skills. Team building skills with a collaborative management style. Creative, conceptual, and analytical thinker, with sensitivity to both the artistic and business worlds. Ability to forge and maintain effective working relationships with a variety of representatives of public and private organizations, Board members, volunteers, vendors, Museum staff and the public. Proficiency in CRM systems,Altrupreferred. A passion for and commitment to theMuseum'smission. Staff will be asked to maintain a hybrid schedule with work being completed both in office and at home. Fully vaccinated against COVID-19 with a Centers for Disease Control (CDC) or World Health Organization (WHO) authorized vaccine (or approved for an exemption as a reasonable. accommodation due to a qualified disability or sincerely held religious belief oranotherlegal basis). Salary range of 100K - 135K is based on experience and includes excellent benefits. We are proud of the work environment we have built at the Museum and work each day to create an atmosphere in which everyone can contribute their ideas, energy, and enthusiasm for the important services we provide to the public. We emphasize working together as a team that is cooperative and supportive of each other; open communication is our highest priority. To Apply To Apply The National Liberty Museum is an Equal Opportunity Employer seeking a diverse workforce. Interested applicants are asked to please forward a cover letter and resume for consideration .
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Apr 30, 2024
Full time
Job Title: Senior Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Role overview ID: Entity: Vistry Services Region: Vistry Services Department: Technical Contract Type: Permanent - Full Time Job Location: Brentwood, Essex Date Posted: 19.03.2024 We have an exciting new opportunity for an Assistant Technical Manager to join our team within Vistry Services, at our Brentwood office. As our Assistant Technical Manager, you will be responsible for providing technical and administrative support to the technical management team in the planning, co-ordination and design functions on each allocated project from Tender to Post Contract. Let's cut to the chase, what's in it for you Competitive basic salary and annual bonus Company car, car allowance or travel allowance Agile working possible (dependent on role) Up to 33 days annual leave plus bank holidays Private Healthcare and Dental Insurance Competitive contributory pension scheme Life assurance - 4 x your annual salary Share incentive schemes Employee rewards portal with many more benefits In return, what we would like from you Behave in line with our company values - Integrity, Caring and Quality Experience and understanding of maintaining Technical schedules Able to work on your own initiative with minimal supervision in an assistant and administrative. capacity Written and verbal communication skills Excellent attention to detail Able to build and maintain relationships with both internal and external partners Strong IT skills and experience of using computers, preferably Excel, Power Projects & Word. Ability to prioritise and organise our work Knowledge and understanding of residential or contracting developments Professional qualification from recognised institution or experience in an appropriate role Evidence of an understanding of financial, legal, and planning processes. Architecture, Engineering or Project Management experience in either a development company or professional practice. An ability to effectively communicate with all levels of management with respect to Client, Professional Practices and site operators, both internal and external to the Company. An understanding of the construction process. Experience in a similar role. Experience using a document management system such as Viewpoint/4P/Docelite More about the Assistant Technical Manager role Assist the Technical Managers in compiling Pre-Construction Information Packs, O&M and H&S Files and other handover documentation packs. Support collation of QA records for final record information packs. Assist the Technical Managers with checking of all drawings. Monitor sub-contractors' approvals and keep up dated approvals schedule in line with build Update and co-ordinate technical reports and schedules Set up EDMS system for all jobs. Assist training new Technical Administrators that join. Assist with creation of and update Logistics Plans with Construction team. Liaise with Local Authority, Building Control and Warranty providers for approvals and Create and update Local Authority, Building Control and Warranty schedules and approvals. Assist with setting up central project directories and utility contact lists. Monitor and obtain all critical certificates to ensure documentation is in place for handovers. Assist with obtaining section agreements and technical approvals. Assist in obtaining local authority licencing quotes and utility company quotes. Obtain licences as required for road closure, build over, over sail etc Ensure all CDM documentation is up to date for the role of PD under the CDM regulations Ensure the RAMs are approved in line with programme and approval schedule kept up to date Assisting the technical manager and document controllers in ensuring accurate and effective information management including filing and distribution. Support consultants, subcontractors, clients and client in the use of the EDMS. Attend site meetings as required to assist the Technical Manager Collate and respond to RFI's in liaison with the Technical Manager Finally, let's tell you a bit more about us At Vistry Group, we build more than homes. We develop sustainable communities across all sectors of the UK housing market through our leading housing brands Bovis Homes, Linden Homes and Countryside Homes. Delivered through Vistry Housebuilding, Countryside Partnerships and Vistry Works with the support of Vistry Services, our values of integrity, caring, and quality continue to shape all we do. We're proud that our UK Green Building Council membership, 2021 Large Housebuilder of the Year award and status as a UK top-five housebuilder with a five-star House Builders Federation (HBF) customer satisfaction rating allows us to transform land into thriving spaces. We're also proud that our culture sees everyone treated fairly and respectfully, with diversity and inclusion a top priority and reasonable adjustments provided during the application process. From memories and communities to worthwhile careers, we're making Vistry. Benefits Agile Working Offers a flexible way of working. Annual Leave Enjoy 28 days' holiday plus all UK Bank Holidays. There are options to carry leave forwards and buy up to 5 days. Pension with Legal & General Eligible employees are auto-enrolled. You contribute 4%, we contribute 6%. Salary Sacrifice and options to increase contributions available. Volunteer Days With 2 paid volunteer days a year, you can give back to communities and charities. Why Vistry Joining Vistry is just the start of building your perfect career. In return for your passion and skills, we invest in your future, providing all the support and training you need to thrive in your career and realise your potential. Our work is rewarding in itself, but we also offer a range of financial, lifestyle, health and wellbeing benefits, plus plenty of recognition incentives. We value you and everything you help us build as we make Vistry together.
Apr 30, 2024
Full time
Role overview ID: Entity: Vistry Services Region: Vistry Services Department: Technical Contract Type: Permanent - Full Time Job Location: Brentwood, Essex Date Posted: 19.03.2024 We have an exciting new opportunity for an Assistant Technical Manager to join our team within Vistry Services, at our Brentwood office. As our Assistant Technical Manager, you will be responsible for providing technical and administrative support to the technical management team in the planning, co-ordination and design functions on each allocated project from Tender to Post Contract. Let's cut to the chase, what's in it for you Competitive basic salary and annual bonus Company car, car allowance or travel allowance Agile working possible (dependent on role) Up to 33 days annual leave plus bank holidays Private Healthcare and Dental Insurance Competitive contributory pension scheme Life assurance - 4 x your annual salary Share incentive schemes Employee rewards portal with many more benefits In return, what we would like from you Behave in line with our company values - Integrity, Caring and Quality Experience and understanding of maintaining Technical schedules Able to work on your own initiative with minimal supervision in an assistant and administrative. capacity Written and verbal communication skills Excellent attention to detail Able to build and maintain relationships with both internal and external partners Strong IT skills and experience of using computers, preferably Excel, Power Projects & Word. Ability to prioritise and organise our work Knowledge and understanding of residential or contracting developments Professional qualification from recognised institution or experience in an appropriate role Evidence of an understanding of financial, legal, and planning processes. Architecture, Engineering or Project Management experience in either a development company or professional practice. An ability to effectively communicate with all levels of management with respect to Client, Professional Practices and site operators, both internal and external to the Company. An understanding of the construction process. Experience in a similar role. Experience using a document management system such as Viewpoint/4P/Docelite More about the Assistant Technical Manager role Assist the Technical Managers in compiling Pre-Construction Information Packs, O&M and H&S Files and other handover documentation packs. Support collation of QA records for final record information packs. Assist the Technical Managers with checking of all drawings. Monitor sub-contractors' approvals and keep up dated approvals schedule in line with build Update and co-ordinate technical reports and schedules Set up EDMS system for all jobs. Assist training new Technical Administrators that join. Assist with creation of and update Logistics Plans with Construction team. Liaise with Local Authority, Building Control and Warranty providers for approvals and Create and update Local Authority, Building Control and Warranty schedules and approvals. Assist with setting up central project directories and utility contact lists. Monitor and obtain all critical certificates to ensure documentation is in place for handovers. Assist with obtaining section agreements and technical approvals. Assist in obtaining local authority licencing quotes and utility company quotes. Obtain licences as required for road closure, build over, over sail etc Ensure all CDM documentation is up to date for the role of PD under the CDM regulations Ensure the RAMs are approved in line with programme and approval schedule kept up to date Assisting the technical manager and document controllers in ensuring accurate and effective information management including filing and distribution. Support consultants, subcontractors, clients and client in the use of the EDMS. Attend site meetings as required to assist the Technical Manager Collate and respond to RFI's in liaison with the Technical Manager Finally, let's tell you a bit more about us At Vistry Group, we build more than homes. We develop sustainable communities across all sectors of the UK housing market through our leading housing brands Bovis Homes, Linden Homes and Countryside Homes. Delivered through Vistry Housebuilding, Countryside Partnerships and Vistry Works with the support of Vistry Services, our values of integrity, caring, and quality continue to shape all we do. We're proud that our UK Green Building Council membership, 2021 Large Housebuilder of the Year award and status as a UK top-five housebuilder with a five-star House Builders Federation (HBF) customer satisfaction rating allows us to transform land into thriving spaces. We're also proud that our culture sees everyone treated fairly and respectfully, with diversity and inclusion a top priority and reasonable adjustments provided during the application process. From memories and communities to worthwhile careers, we're making Vistry. Benefits Agile Working Offers a flexible way of working. Annual Leave Enjoy 28 days' holiday plus all UK Bank Holidays. There are options to carry leave forwards and buy up to 5 days. Pension with Legal & General Eligible employees are auto-enrolled. You contribute 4%, we contribute 6%. Salary Sacrifice and options to increase contributions available. Volunteer Days With 2 paid volunteer days a year, you can give back to communities and charities. Why Vistry Joining Vistry is just the start of building your perfect career. In return for your passion and skills, we invest in your future, providing all the support and training you need to thrive in your career and realise your potential. Our work is rewarding in itself, but we also offer a range of financial, lifestyle, health and wellbeing benefits, plus plenty of recognition incentives. We value you and everything you help us build as we make Vistry together.
Sales Support Administrator - Warrington Reporting to the Trade and Contract Managers, and General Manager. About the client: My client is the market leader in their sector with a global reach with over 420 showrooms. 116 those being in the UK, You would be working out of their Warrington showroom providing full support to the trade and sales teams within the business. Key Responsibilities: Generate and process sales leads Handle customer inquiries and issues Assist in sales planning and goal tracking Coordinate appointments and travel arrangements Provide administrative support to the sales team Liaise with other departments as needed Estimator Support: Prepare cost estimates for contracts Maintain client relationships Follow company standards for estimations Submit proposals and financial documents Additional Duties: Manage sales data and reports Review accounts and opportunities regularly Support office operations and events Assist in commercial presentations and product updates Requirements: Excellent communication skills Strong attention to detail Ability to prioritise and solve problems Proficiency in PC skills, SAP or Salesforce is a plus but not compulsory Deadline-oriented and able to multitask Education and Experience: Good numerical and written literacy Previous experience in sales support or administration is preferred If you think you would be a good fit for this role please apply today and we shall be in contact within 24 hours. This role is looking to be filled immediately.
Apr 30, 2024
Full time
Sales Support Administrator - Warrington Reporting to the Trade and Contract Managers, and General Manager. About the client: My client is the market leader in their sector with a global reach with over 420 showrooms. 116 those being in the UK, You would be working out of their Warrington showroom providing full support to the trade and sales teams within the business. Key Responsibilities: Generate and process sales leads Handle customer inquiries and issues Assist in sales planning and goal tracking Coordinate appointments and travel arrangements Provide administrative support to the sales team Liaise with other departments as needed Estimator Support: Prepare cost estimates for contracts Maintain client relationships Follow company standards for estimations Submit proposals and financial documents Additional Duties: Manage sales data and reports Review accounts and opportunities regularly Support office operations and events Assist in commercial presentations and product updates Requirements: Excellent communication skills Strong attention to detail Ability to prioritise and solve problems Proficiency in PC skills, SAP or Salesforce is a plus but not compulsory Deadline-oriented and able to multitask Education and Experience: Good numerical and written literacy Previous experience in sales support or administration is preferred If you think you would be a good fit for this role please apply today and we shall be in contact within 24 hours. This role is looking to be filled immediately.
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £25,000 - £28,000 Job Reference: 9024 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support On-site Parking with modern office Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an IFA Administrator.
Apr 30, 2024
Full time
Job Title: IFA Administrator Industry: Financial Planning Location: Cardiff Salary: £25,000 - £28,000 Job Reference: 9024 Job Description: Recruit UK are working on an exciting opportunity for an IFA Administrator to join an Independent Financial Planning firm in Cardiff. Our client is a long standing financial planning company, who specialise in tailor made adviser for clients across Wales and the South East. They have a dedicated team of Financial Advisers, Paraplanners and Administrators, so you will be well supported in your role. They can also offer fantastic progression and career opportunities! Duties will include but not limited to: Submitting new business and collating documents for meetings Sending out LOA's Liaising with both client and product provider Ensuring the back office systems are up to date General administration duties Benefits: Competitive salary of up to £28,000 25 days annual leave Christmas closure Discretionary bonus Hybrid working Work alongside other Administrators for support Professional development Exam funding and support On-site Parking with modern office Skills and experience required: Experience working in a Financial Planning firm (essential) Experience with the above duties Good communication, both written and verbal About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an IFA Administrator.
Projects Administrator Fixed Term until 31st March 2025 The position requires the candidate to work an average of 40 hours per week, days Monday to Friday. But flexible around the demands are requirements of the relevant projects which may include occasional evening and weekend working. Your Time at Work The primary function is to coordinate all project related administration for DWP projects. The individual will also complete tasks assigned by the Support Service Project Team supporting coordination and administration of the PMO supporting the delivery of the change projects and programs The individual will ensure that milestones are met, reporting is robust to ensure the objectives are met and financial penalties are kept to a minimum. Our Perfect Worker Responsibilities: Production of plans and supporting project documentation to support delivery of project within required timescales Manage any changes and update stakeholders as required Coordination and action of project meeting minutes Liaise with project stakeholders Update and action work orders as required by the helpdesk Project MI management & production Focal point for project focused admin Work with Commercial ops to ensure cost information is correct Production of plans and supporting project documentation to support delivery of project within required timescales Maintenance and updates of Project plans and trackers Supporting the Support Services team and wider project team with ad hoc projects as required Adhering to and improving administration processes and procedures Core competencies: Excellent Communications Skills both verbal & written Proficient computer skills including Google Ability to work with detailed information Ability to create reports and work with detailed information Basic understanding of project processes and governance Strong planning & organisation skills Ability to work with detailed information Ability to create reports and work with detailed analysis Intermediate IT and technical skills. Understanding of the google office environment Teamwork Self-management Customer focus. Able to deal with complexity under time pressure Key performance indicators: Meeting specific milestones Delivering to the required levels of quality and thoroughness Projects delivered on time Delivery within agreed costs and budgets Key Information and Benefits 5.6 weeks paid holiday (8 of these will be in lieu of bank holidays - subject to shift pattern and accrual) Workplace pension scheme Life assurance benefit Financial support for SIA Licence & renewal Contributory Healthcare Scheme Eyecare vouchers Employee Discount Schemes Progression, training & development opportunities Refer a friend scheme Free uniform provided About Staffline Staffline is the biggest recruiter in the UK and Ireland, and we believe in putting people first. Every day, we help tens of thousands of people find work in logistics, food, transport, retail, and agriculture. We can do the same for you. We listen to the needs of our workers and always aim to offer flexible shift work and opportunities for overtime, as we know these are important to you. Each of our locations has dedicated 24-hour OnSite support, so you can always speak to a Staffline representative. Staffline is proud to be an equal opportunity employer. Please note that our job adverts are correct at the time of publication, but some details and job responsibilities are subject to change. This job advert may not be copied, imitated or used, in whole or in part, by third-party websites, without prior written consent from Staffline.
Apr 30, 2024
Seasonal
Projects Administrator Fixed Term until 31st March 2025 The position requires the candidate to work an average of 40 hours per week, days Monday to Friday. But flexible around the demands are requirements of the relevant projects which may include occasional evening and weekend working. Your Time at Work The primary function is to coordinate all project related administration for DWP projects. The individual will also complete tasks assigned by the Support Service Project Team supporting coordination and administration of the PMO supporting the delivery of the change projects and programs The individual will ensure that milestones are met, reporting is robust to ensure the objectives are met and financial penalties are kept to a minimum. Our Perfect Worker Responsibilities: Production of plans and supporting project documentation to support delivery of project within required timescales Manage any changes and update stakeholders as required Coordination and action of project meeting minutes Liaise with project stakeholders Update and action work orders as required by the helpdesk Project MI management & production Focal point for project focused admin Work with Commercial ops to ensure cost information is correct Production of plans and supporting project documentation to support delivery of project within required timescales Maintenance and updates of Project plans and trackers Supporting the Support Services team and wider project team with ad hoc projects as required Adhering to and improving administration processes and procedures Core competencies: Excellent Communications Skills both verbal & written Proficient computer skills including Google Ability to work with detailed information Ability to create reports and work with detailed information Basic understanding of project processes and governance Strong planning & organisation skills Ability to work with detailed information Ability to create reports and work with detailed analysis Intermediate IT and technical skills. Understanding of the google office environment Teamwork Self-management Customer focus. Able to deal with complexity under time pressure Key performance indicators: Meeting specific milestones Delivering to the required levels of quality and thoroughness Projects delivered on time Delivery within agreed costs and budgets Key Information and Benefits 5.6 weeks paid holiday (8 of these will be in lieu of bank holidays - subject to shift pattern and accrual) Workplace pension scheme Life assurance benefit Financial support for SIA Licence & renewal Contributory Healthcare Scheme Eyecare vouchers Employee Discount Schemes Progression, training & development opportunities Refer a friend scheme Free uniform provided About Staffline Staffline is the biggest recruiter in the UK and Ireland, and we believe in putting people first. Every day, we help tens of thousands of people find work in logistics, food, transport, retail, and agriculture. We can do the same for you. We listen to the needs of our workers and always aim to offer flexible shift work and opportunities for overtime, as we know these are important to you. Each of our locations has dedicated 24-hour OnSite support, so you can always speak to a Staffline representative. Staffline is proud to be an equal opportunity employer. Please note that our job adverts are correct at the time of publication, but some details and job responsibilities are subject to change. This job advert may not be copied, imitated or used, in whole or in part, by third-party websites, without prior written consent from Staffline.