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.
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
Apr 29, 2024
Full time
Wealth Management Administrator - Manchester - to £40,000 plus Bonus and Benefits MBF is currently working with a trusted client of ours who specialise in providing Financial Planning & Investment Management services to UHNW individuals and families. The company are one of the most exciting Wealth Managers around right now and have multiple offices and over £1Bn FUM. The role: The company are looking for an experienced, intelligent Administrator with excellent communication skills who can complement an important team in Manchester, working alongside a Technical Paraplanner and Investment Analyst to support the Wealth Managers. Ideally the person will be from a financial planning, private banking or wealth management background and will have started their studies towards the Diploma Financial Planning (although not essential) Responsibilities will include; liaising with HNW clients, processing new business, prepare valuation packs, run workflow, meeting preparation as well as a number of other administrative duties. For those looking to progress, there will be plenty of opportunities to do so within the business, who will also offer full support for progression towards professional qualifications On offer: Salary is completely dependent on experience and they have a fantastic package including considerable benefits package including 30 days holidays plus BH, 8% Pension, Share incentives, study support and Bonus. The company are willing to pay what it takes to attract the best candidate, but as a rough guideline, budget is up to around £40,000
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Apr 29, 2024
Full time
We are currently seeking a Senior IFA Administrator to join a dynamic IFA firm directly authorised by the FCA. As a Client Support Administrator, you will play a crucial role within the IFA Administration team ensuring efficient and accurate processing of business operations while delivering a first-class service. The team is offering more than just a job but a career path with exams payed for. Salary on offer to join their IFA Administration team is up to £35,000 Benefits Pension scheme, new members on 4% matched. Life cover of 4x basic salary, Income protection, Private medical cover, Health cash plan, Health and wellbeing helplines They are a financial planning and wealth management business, committed to illuminating each client's financial world. At the heart of their business is a dedicated team of professionals who strive to make a difference in their clients' lives every day. Your responsibilities will include: Onboarding: Providing comprehensive administrative support for the onboarding of new clients. Data management: Maintaining and updating client data in a secure environment. Reviews: Preparing client reviews, updating cash flow models, investment performance reviews, and producing supporting reports, discussion documents, and computer models. Trading: Assisting with trading activities for new business, rebalancing, and plan amendments requested by clients, ensuring accuracy and adherence to agreed timescales. Relationship building: Liaising with clients through telephone, letter, and email communications. Proposition delivery: Delivering service propositions within agreed service levels and timescales. Coordination: Collaborating with the administrative team to prepare application and provider forms as required, while keeping clients informed throughout the process. To be Considered: Have experience of working experience of Pensions or Investments products. Demonstrate strong problem-solving skills Ability to build relationships If you are passionate about making a positive impact and want to join our friendly, close-knit team, we invite you to apply
Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply! Are you the safe and dependable pair of hands we are looking for to take a key role at our successful financial planning firm? We're busy, we're growing, and we need your expert help. Bring us your experience in financial planning administration, and we'll reward you with a competitive salary and the chance to develop your career. This is a fantastic opportunity to join us and provide support in all areas of the business and the client servicing function. You'll be working closely with our highly experienced Financial Planners, other members of our team as well as independently without constant supervision. We will provide an environment that supports your ideas and nurtures you to be the best you can be. If you share our passion for providing excellent client service, we want to hear from you! Role duties: Provide a high level of technical and administrative support. New business submission and processing. Maintain and update back-office systems. Draft client correspondence, compile review packs and valuations and review meeting follow ups. Carry out financial transactions and trades. Support the advisers with research and analysis for financial plans. Attend client meetings with the advisers. Help draft client suitability reports and prepare financial plans that meet the clients objectives. Maintain strong client relationships. Benefits Generous benefits package including 25 days holiday plus bank holidays and employer pension contribution of 4%. Hybrid working is a possibility. Essential Skills Ideally 2-3 years of experience gained working as a support administrator ideally within a financial planning environment. Excellent communication skills. Highly organised, methodical, disciplined, and meticulous. A positive can do approach. The ability to deliver excellent client service. Able to work in a team. Able to cope with a varying workloads and pressures. Excellent IT skills including a good knowledge of platforms, back-office systems, and Microsoft Office (Teams, Word, Excel, PowerPoint and Outlook). About the Company Located in the City of London, Augustine Financial Planning is a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enables us to provide the individual attention our clients deserve. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be. Further information Recruitment Rebellion Limited is advertising this vacancy on behalf of our client. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. To give your application, the best chance of success, please: Check that you meet the criteria for the role. Apply with a CV that is clear, concise, and correct. Tailor your CV to highlight your experience and relevant achievements to the position.
Apr 29, 2024
Full time
Financial planning administrator required for our established and highly regarded practice in the City of London. We will consider candidates with any level of experience and even those coming from other areas of financial services. We're keen to attract the best, if you think you are the one for us, please apply! Are you the safe and dependable pair of hands we are looking for to take a key role at our successful financial planning firm? We're busy, we're growing, and we need your expert help. Bring us your experience in financial planning administration, and we'll reward you with a competitive salary and the chance to develop your career. This is a fantastic opportunity to join us and provide support in all areas of the business and the client servicing function. You'll be working closely with our highly experienced Financial Planners, other members of our team as well as independently without constant supervision. We will provide an environment that supports your ideas and nurtures you to be the best you can be. If you share our passion for providing excellent client service, we want to hear from you! Role duties: Provide a high level of technical and administrative support. New business submission and processing. Maintain and update back-office systems. Draft client correspondence, compile review packs and valuations and review meeting follow ups. Carry out financial transactions and trades. Support the advisers with research and analysis for financial plans. Attend client meetings with the advisers. Help draft client suitability reports and prepare financial plans that meet the clients objectives. Maintain strong client relationships. Benefits Generous benefits package including 25 days holiday plus bank holidays and employer pension contribution of 4%. Hybrid working is a possibility. Essential Skills Ideally 2-3 years of experience gained working as a support administrator ideally within a financial planning environment. Excellent communication skills. Highly organised, methodical, disciplined, and meticulous. A positive can do approach. The ability to deliver excellent client service. Able to work in a team. Able to cope with a varying workloads and pressures. Excellent IT skills including a good knowledge of platforms, back-office systems, and Microsoft Office (Teams, Word, Excel, PowerPoint and Outlook). About the Company Located in the City of London, Augustine Financial Planning is a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enables us to provide the individual attention our clients deserve. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be. Further information Recruitment Rebellion Limited is advertising this vacancy on behalf of our client. Adverts run for up to 40 days and we encourage applications during this period. The interviewing process can start at any time and adverts can be ended early if a suitable candidate is found. Our application process is designed to be fair, straightforward, and inclusive to engage with as many applicants as possible. If you require reasonable adjustments, please let us know. Only shortlisted candidates will be contacted. To give your application, the best chance of success, please: Check that you meet the criteria for the role. Apply with a CV that is clear, concise, and correct. Tailor your CV to highlight your experience and relevant achievements to the position.
Eventus Recruitment are seeking a Senior Financial Planning Administrator based in Altrincham, Cheshire. This is a full time, permanent job role. However, they will look at candidates who potentially want to do a 4-day week. You will benefit from 25 days holiday plus bank holidays, company pension and free parking. Role Responsibilities The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: Assisting with monitoring emails to ensure all client queries are responded to within the appropriate timescale Produce EIS & VCT summaries for clients when requested Liaise with providers to resolve queries Overseeing withdrawal requests Processing new business submissions Preparing meeting packs Ensuring compliance is strictly adhered to Preparing stock transfer forms Processing stock transfer forms Processing trusts Support advisers and Ops Manager when required Person Specification The successful Senior Financial Planning Administrator will be a clear and confident communicator. You will also have the following skills and attributes: Experience working in client relationship administration Excellent Organisational and time management skills Be a good communicator Benefits and Rewards The incoming Senior Financial Planning Administrator will benefit from: 25 days holiday plus bank holidays. Excellent Pension Discretionary bonus scheme Free parking Option to work remotely 2 days a week after probation period Flexible working hours with the option to work a four day week About the Company This job opportunity is within a wealth management company based in Altrincham, Cheshire. They specialise in wealth management and financial planning, providing advice to both individuals and businesses. In addition, the company are dedicated to building long standing relationships and offering a bespoke service to their clients. They are now looking for a Senior Client Relationship Administrator to join their team. Next Steps Apply now if your skills and experience align with this Senior Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 29, 2024
Full time
Eventus Recruitment are seeking a Senior Financial Planning Administrator based in Altrincham, Cheshire. This is a full time, permanent job role. However, they will look at candidates who potentially want to do a 4-day week. You will benefit from 25 days holiday plus bank holidays, company pension and free parking. Role Responsibilities The incoming Senior Financial Planning Administrator will deal with a range of client queries. Key tasks include: Assisting with monitoring emails to ensure all client queries are responded to within the appropriate timescale Produce EIS & VCT summaries for clients when requested Liaise with providers to resolve queries Overseeing withdrawal requests Processing new business submissions Preparing meeting packs Ensuring compliance is strictly adhered to Preparing stock transfer forms Processing stock transfer forms Processing trusts Support advisers and Ops Manager when required Person Specification The successful Senior Financial Planning Administrator will be a clear and confident communicator. You will also have the following skills and attributes: Experience working in client relationship administration Excellent Organisational and time management skills Be a good communicator Benefits and Rewards The incoming Senior Financial Planning Administrator will benefit from: 25 days holiday plus bank holidays. Excellent Pension Discretionary bonus scheme Free parking Option to work remotely 2 days a week after probation period Flexible working hours with the option to work a four day week About the Company This job opportunity is within a wealth management company based in Altrincham, Cheshire. They specialise in wealth management and financial planning, providing advice to both individuals and businesses. In addition, the company are dedicated to building long standing relationships and offering a bespoke service to their clients. They are now looking for a Senior Client Relationship Administrator to join their team. Next Steps Apply now if your skills and experience align with this Senior Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Job Overview My client, a successful growing Chartered Surveyors in Exeter, are seeking a Senior Administrator who will play a crucial role in supporting their team. Your responsibilities will include administrative tasks, document management and communication with clients and other professionals. You'll be an essential part of ensuring the smooth operation of their surveying services. Key Responsibilities Document Preparation and Management: Draft, format, and proofread documents, including contracts, leases and reports. Maintain accurate records of files, ensuring proper organisation and version control. Assist surveyors in preparing property-related documents. Client Communication: Handle incoming calls, emails and inquiries from clients, providing excellent customer service. Schedule appointments, meetings and property inspections. Liaise with clients, solicitors and other professionals to coordinate matters. Administrative Support: Manage the team's calendars, ensuring deadlines are met. Arrange travel, accommodation and logistics for surveyors attending site visits. Prepare expense reports and maintain office supplies. Research and Information Retrieval: Conduct research using online databases and resources. Retrieve property-related information, land registry documents and planning permissions. Assist surveyors in gathering data for valuation reports. File Maintenance and Filing Systems: Organise physical and electronic files, ensuring confidentiality and compliance. Maintain an efficient filing system for documents and correspondence. Assist with archiving and record retention. Event Coordination: Assist in organising seminars, workshops and industry events. Coordinate invitations, venue bookings and materials distribution. Qualifications and Skills Experience : Previous experience in secretarial roles within professional services (chartered surveyors, legal, or financial companies) is preferred. Secretarial Skills : Proficient in spreadsheet management and creation, diary management and administrative tasks. Attention to Detail : Accuracy in document preparation and record-keeping. Communication : Excellent verbal and written communication skills. IT Proficiency : Familiarity with Microsoft Office Suite and software. Organizational Abilities : Ability to manage multiple tasks and prioritise effectively. Benefits Competitive salary Onsite parking Please note that this job description is a general outline and specific duties may vary based on the firm's requirements and the matters being handled.
Apr 29, 2024
Full time
Job Overview My client, a successful growing Chartered Surveyors in Exeter, are seeking a Senior Administrator who will play a crucial role in supporting their team. Your responsibilities will include administrative tasks, document management and communication with clients and other professionals. You'll be an essential part of ensuring the smooth operation of their surveying services. Key Responsibilities Document Preparation and Management: Draft, format, and proofread documents, including contracts, leases and reports. Maintain accurate records of files, ensuring proper organisation and version control. Assist surveyors in preparing property-related documents. Client Communication: Handle incoming calls, emails and inquiries from clients, providing excellent customer service. Schedule appointments, meetings and property inspections. Liaise with clients, solicitors and other professionals to coordinate matters. Administrative Support: Manage the team's calendars, ensuring deadlines are met. Arrange travel, accommodation and logistics for surveyors attending site visits. Prepare expense reports and maintain office supplies. Research and Information Retrieval: Conduct research using online databases and resources. Retrieve property-related information, land registry documents and planning permissions. Assist surveyors in gathering data for valuation reports. File Maintenance and Filing Systems: Organise physical and electronic files, ensuring confidentiality and compliance. Maintain an efficient filing system for documents and correspondence. Assist with archiving and record retention. Event Coordination: Assist in organising seminars, workshops and industry events. Coordinate invitations, venue bookings and materials distribution. Qualifications and Skills Experience : Previous experience in secretarial roles within professional services (chartered surveyors, legal, or financial companies) is preferred. Secretarial Skills : Proficient in spreadsheet management and creation, diary management and administrative tasks. Attention to Detail : Accuracy in document preparation and record-keeping. Communication : Excellent verbal and written communication skills. IT Proficiency : Familiarity with Microsoft Office Suite and software. Organizational Abilities : Ability to manage multiple tasks and prioritise effectively. Benefits Competitive salary Onsite parking Please note that this job description is a general outline and specific duties may vary based on the firm's requirements and the matters being handled.
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. 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. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Apr 29, 2024
Full time
IFA Administrator Kanresborough £23,000 - £28,000, plus benefits Our client is an established Financial Planning practice in Knaresborough, who are looking to recruit an experienced IFA Administrator to join their expanding team, with excellent progression opportunities through to Paraplanner and potentially IFA in the future. Day to day responsibilities: General administration and upkeep of company records Updating the back-office system Keeping both clients and Advisers fully updated in relation to the processing of application proceeds by proactively pursuing cases. 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. How to Apply: Please send your CV immediately or contact Stuart on 0 7 .
Job Description & Summary A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Grade Responsibilities As a Manager, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above Assist in the management and delivering of large projects Be involved in the financial management and commercials of client engagements Be actively involved in business development activities to help identify and research opportunities on new/existing clients Contribute to the development of your own and team's technical acumen Train, coach, and supervise staff Develop strategies to solve complex technical challenges Keep up to date with local and national business and economic issues Continue to develop internal relationships and your PwC brand The role This is a consulting role with an equal emphasis on technical delivery and strong client management. You will be the clients' primary point of contact for the scope, requirements and Salesforce solution; taking overall accountability for individual projects, delivering client solutions using Salesforce and wider technology sets. You will be hands on both in terms of client engagement and technical implementation. You will operate across the project lifecycle from pre-sales & discovery through to development, testing, deployments and training. Role Responsibilities: Development of client solutions: Owning and Managing engagement deliverables pertaining to all aspects of Salesforce Technology. Managing and leading discovery & design workshops to identify client requirements. Designing and/or Reviewing of Salesforce solutions to meet client requirements. Owning and managing the estimation of engagements in discovery, pre-build and in-build phases. Managing the build of Salesforce solutions using configuration. Responsibility for the quality and timeliness of all build deliverables. Ability to perform Customisation of Salesforce using Configuration, Apex and LEX/Aura. Managing the delivery of Data migration & integration using data transfer/ETL tools. Overseeing and/or leading End User Training and other user adoption activity. Work in an agile culture and work in a high performance driven environment Identify and maintain key client and stakeholder relationships. Recommend new features and improvements to optimize and increase use of the client's platform. Provide technical specifications and help maintain overall documentation for the business. Adhere to and promote best practices, and design the guidelines. Commercial: Supporting Pre-sales during development of new business with new or existing clients Producing proposals & working with Salesforce to present proposals Review of proposals during the pre-sales process to ensure proposal accuracy Working with the commercial team to ensure a smooth handover in to Delivery processes Ability to work with engagement leadership to ensure accurate and achievable resourcing planning Ability to balance required engagement skills with commercial profitability General Maintain certification in selected salesforce products Maintain and improve internal team skills, processes and ways of working. Manage, mentor and coach other colleagues. Participate in the PwC culture, practices and teams. Certifications: Salesforce Certified Administrator Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Salesforce Certified Service Cloud Salesforce Certified Community Cloud (desirable) Certified Agile Practitioner (desirable) Salesforce Accredited Financial Services Cloud (desirable) Salesforce Certified Business Analyst (optional) Required Skills: Proven experience in full cycle software development with demonstrated achievements and progressive responsibilities. Advanced experience with Salesforce configurations Background in CRM process design and implementation Strong presentation and communication skills Strong aptitude; logical and analytical ability Optional Skills Support change control best practices, including management of multiple code/configuration streams, code/Configuration merging, and promoting changes to production. Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management) Understanding of Enterprise Architecture and Mulesoft. Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools
Apr 29, 2024
Full time
Job Description & Summary A career within Salesforce Consulting services, will provide you with the opportunity to help our clients leverage Salesforce technology to enhance their customer experiences, enable sustainable change, and drive results. We focus on understanding our client's challenges and developing custom solutions powered by Salesforce to transform their sales, service and marketing capabilities by exploring data and identifying trends, managing customer life cycles, strategically building and leveraging online communities, driving employee engagement and collaboration, and connecting directly with channel partners to share goals, objectives, and activities in a secure, branded location. Grade Responsibilities As a Manager, you'll work as part of a team of problem solvers with extensive consulting and industry experience, helping our clients solve their complex business issues from strategy to execution. Specific responsibilities include but are not limited to: Proactively assist in the management of a portfolio of clients, while reporting to Senior Managers and above Assist in the management and delivering of large projects Be involved in the financial management and commercials of client engagements Be actively involved in business development activities to help identify and research opportunities on new/existing clients Contribute to the development of your own and team's technical acumen Train, coach, and supervise staff Develop strategies to solve complex technical challenges Keep up to date with local and national business and economic issues Continue to develop internal relationships and your PwC brand The role This is a consulting role with an equal emphasis on technical delivery and strong client management. You will be the clients' primary point of contact for the scope, requirements and Salesforce solution; taking overall accountability for individual projects, delivering client solutions using Salesforce and wider technology sets. You will be hands on both in terms of client engagement and technical implementation. You will operate across the project lifecycle from pre-sales & discovery through to development, testing, deployments and training. Role Responsibilities: Development of client solutions: Owning and Managing engagement deliverables pertaining to all aspects of Salesforce Technology. Managing and leading discovery & design workshops to identify client requirements. Designing and/or Reviewing of Salesforce solutions to meet client requirements. Owning and managing the estimation of engagements in discovery, pre-build and in-build phases. Managing the build of Salesforce solutions using configuration. Responsibility for the quality and timeliness of all build deliverables. Ability to perform Customisation of Salesforce using Configuration, Apex and LEX/Aura. Managing the delivery of Data migration & integration using data transfer/ETL tools. Overseeing and/or leading End User Training and other user adoption activity. Work in an agile culture and work in a high performance driven environment Identify and maintain key client and stakeholder relationships. Recommend new features and improvements to optimize and increase use of the client's platform. Provide technical specifications and help maintain overall documentation for the business. Adhere to and promote best practices, and design the guidelines. Commercial: Supporting Pre-sales during development of new business with new or existing clients Producing proposals & working with Salesforce to present proposals Review of proposals during the pre-sales process to ensure proposal accuracy Working with the commercial team to ensure a smooth handover in to Delivery processes Ability to work with engagement leadership to ensure accurate and achievable resourcing planning Ability to balance required engagement skills with commercial profitability General Maintain certification in selected salesforce products Maintain and improve internal team skills, processes and ways of working. Manage, mentor and coach other colleagues. Participate in the PwC culture, practices and teams. Certifications: Salesforce Certified Administrator Salesforce Certified Platform App Builder Salesforce Certified Sales Cloud Salesforce Certified Service Cloud Salesforce Certified Community Cloud (desirable) Certified Agile Practitioner (desirable) Salesforce Accredited Financial Services Cloud (desirable) Salesforce Certified Business Analyst (optional) Required Skills: Proven experience in full cycle software development with demonstrated achievements and progressive responsibilities. Advanced experience with Salesforce configurations Background in CRM process design and implementation Strong presentation and communication skills Strong aptitude; logical and analytical ability Optional Skills Support change control best practices, including management of multiple code/configuration streams, code/Configuration merging, and promoting changes to production. Industry specialist knowledge in Financial Services (Banking, Insurance or Wealth Management) Understanding of Enterprise Architecture and Mulesoft. Experience with integrated packages e.g. AdobeSign,.DocuSign, CTI, Marketing Tools
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Apr 29, 2024
Full time
Eventus Recruitment are seeking an entry level Administrator to join a successful Financial Planning business based in Knutsford, Cheshire. This is a great opportunity for an individual starting out in their career to join a successful Financial Planning firm where you will benefit from having experienced and supportive colleagues around you. You will receive 25 days holiday plus bank holidays, Pension, study support and annual bonuses. This job presents an excellent opportunity for an Administrator looking for a role that offers various progression pathways Role Responsibilities The successful Administrator will assist the Financial Planners with client support and administration. Some of the duties within this job will include: A Point of contact for both clients and third parties Responding to general enquiries by telephone and email Booking client meetings and diary management Preparing documentation for Partner and Advisor meetings Completing follow up client correspondence after meetings and all associated tasks Update and input client information onto internal CRM systems Gathering and chasing information from third party providers and passing to the relevant team Ensure all information required for writing client reports is available to the paraplanners and packaged accordingly Liaise with Head Office and admin centres as required Attend forums and workshops as appropriate for personal development Person Specification To be considered for this role you will need: A positive 'can do' attitude Able to work as part of a team, as well as independently in a busy fast paced office environment Confident communication skills with team members, advisors, and clients both face to face and on the phone An excellent level of knowledge and understanding using all Microsoft programmes - this role will require the successful candidate to work simultaneously on several IT platforms including the CRM, Salesforce Excellent organisational skills, with the ability to manage and prioritise workloads is essential A flexible approach to day-to-day activities, adapting to the need of the business A high level of attention to detail Benefits and Rewards The incoming Administrator will benefit from working within a very supportive team. In addition, you will be awarded with the following employee benefits: 25 days holiday plus bank holidays. Bonuses Excellent Pension Study support About the Company This job opportunity is within an established Financial Planning Firm in Knutsford, Cheshire. They specialise in retirement planning work, investments, and corporate advice. The firm is always looking for talented individuals who want to be rewarded with excellent development and progression prospects. Next Steps Apply now if your skills and experience align with this Financial Planning Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
About Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. About the team: The PwC Actuarial practice comprises over 300 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking and non-insurance, led by a fifteen strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 1000+ strong actuarial community in PwC worldwide and often work with specialists from other disciplines within PwC. A career within the Non-Life Actuarial team will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, regulators, private equity, and related companies such as agents and administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, business planning, new legislation, and the efficiency and reliability of reporting processes. Our team advises clients in the general insurance and non-insurance industries on business risks and regulatory updates from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our practice is market leading in the General Insurance space - offering unparalleled access to solving some of the biggest challenges in the non-life industry today for a vast array of clients - large multi-national composites, Lloyd's & London Market, UK & European Personal & Commercial, and Reinsurance Market including many of the well known brands, from global reinsurers to niche players. Responsibilities: As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Preferred skills: You will have spent most of your career to date in the general insurance market, either within a company, consultancy or regulatory environment. We are looking for individuals with relevant experience with following key skills: who are able to lead and collaborate well as part of a diverse and inclusive team; who are agile, clear-thinking and commercially astute; who enjoy challenges and complexity and can navigate these effectively, with a passion for problem solving, and delivering valuable insights to stakeholders; an ability to communicate complex, technical issues to senior management simply and incisively; responsible, self-motivated, and passionate about developing their potential and those around them; a strong non-life network, presence in the actuarial industry (for example, working parties, industry forums and events), or be willing and able to actively pursue these opportunities. Statement of Actuarial Opinion (SAO) and Lloyd's experience would be beneficial You will also have a good understanding of a broad range of commonly used capital modelling and risk management techniques and broader commercial awareness of the key issues faced by the market. Additionally, experience across our wider offering would be viewed favourably (Catastrophe Risk; Reserving & Pricing; Exposure Management; Deals; IFRS17; Audit) as would a focus on new and emerging areas (e.g. Cyber, Climate, ESG). As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. We'd also expect you to take an active role in the strategic management and running of the practice and take a lead on one of our core product areas in risk and capital such as risk challenge or climate change/ESG. You'll also have opportunities to be involved as lead actuarial account driver on a number of our UK general insurance clients. On a day-to-day basis, you'll lead, manage and deliver a wide range of concurrent actuarial and multidisciplinary assignments, and act as our clients main point of day-to-day contact on assignments. The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Apr 29, 2024
Full time
About Risk We're a leading provider of trust in the digital world - in the eyes of our people, our clients and our stakeholders. Today's business environment is different. More complex. More connected. Companies not only face new and unknown risks, but also new and untapped opportunities. Our team is at the forefront of this change, join us to be a part of transforming how risk is perceived and capitalised on. About the team: The PwC Actuarial practice comprises over 300 partners and staff. With offices in London, Edinburgh, Manchester, Bristol and Mumbai, our consultants focus on non-life, life, banking and non-insurance, led by a fifteen strong partner team. This makes us the largest actuarial practice within the large accounting firms. We play the leading role in the 1000+ strong actuarial community in PwC worldwide and often work with specialists from other disciplines within PwC. A career within the Non-Life Actuarial team will provide you with the opportunity to contribute general insurance advice and consulting services to clients such as insurers, regulators, private equity, and related companies such as agents and administrators. You'll provide advice covering solvency, economic capital, risk management, mergers and acquisitions, company restructuring and risk control, financial modelling, business planning, new legislation, and the efficiency and reliability of reporting processes. Our team advises clients in the general insurance and non-insurance industries on business risks and regulatory updates from natural catastrophes to mortgage defaults. We develop comprehensive risk analysis and mathematical models to help organisations enhance their business forecasting capabilities, limit their risks, and use their data informatively to make better strategic business decisions. Our clients trust us to provide well informed and insightful challenges to their business, and the models they use to inform decision making. Our practice is market leading in the General Insurance space - offering unparalleled access to solving some of the biggest challenges in the non-life industry today for a vast array of clients - large multi-national composites, Lloyd's & London Market, UK & European Personal & Commercial, and Reinsurance Market including many of the well known brands, from global reinsurers to niche players. Responsibilities: As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to: Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured problems and situations. Initiate open and candid coaching conversations at all levels. Move easily between big picture thinking and managing relevant detail. Anticipate stakeholder needs, and develop and discuss potential solutions, even before the stakeholder realises they are required. Contribute technical knowledge in area of specialism. Contribute to an environment where people and technology thrive together to accomplish more than they could apart. Navigate the complexities of cross-border and/or diverse teams and engagements. Initiate and lead open conversations with teams, clients and stakeholders to build trust. Uphold the firm's code of ethics and business conduct. Preferred skills: You will have spent most of your career to date in the general insurance market, either within a company, consultancy or regulatory environment. We are looking for individuals with relevant experience with following key skills: who are able to lead and collaborate well as part of a diverse and inclusive team; who are agile, clear-thinking and commercially astute; who enjoy challenges and complexity and can navigate these effectively, with a passion for problem solving, and delivering valuable insights to stakeholders; an ability to communicate complex, technical issues to senior management simply and incisively; responsible, self-motivated, and passionate about developing their potential and those around them; a strong non-life network, presence in the actuarial industry (for example, working parties, industry forums and events), or be willing and able to actively pursue these opportunities. Statement of Actuarial Opinion (SAO) and Lloyd's experience would be beneficial You will also have a good understanding of a broad range of commonly used capital modelling and risk management techniques and broader commercial awareness of the key issues faced by the market. Additionally, experience across our wider offering would be viewed favourably (Catastrophe Risk; Reserving & Pricing; Exposure Management; Deals; IFRS17; Audit) as would a focus on new and emerging areas (e.g. Cyber, Climate, ESG). As a Senior Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. We'd also expect you to take an active role in the strategic management and running of the practice and take a lead on one of our core product areas in risk and capital such as risk challenge or climate change/ESG. You'll also have opportunities to be involved as lead actuarial account driver on a number of our UK general insurance clients. On a day-to-day basis, you'll lead, manage and deliver a wide range of concurrent actuarial and multidisciplinary assignments, and act as our clients main point of day-to-day contact on assignments. The Deal We want all of our people to feel empowered to be the best that they can be, which is why we have 'The Deal'. Find out more about our firmwide Employee Value Proposition: Diversity Valuing Difference. Driving Inclusion. We work in a changing world which offers great opportunities for people with diverse backgrounds and experiences. We seek to attract and employ the best people from the widest talent pool because creating value through diversity is what makes us strong as a business, enabling us to solve important problems and deliver value to our clients. We encourage an inclusive culture where people can be themselves, are valued for their strengths and are empowered to be the best they can be. As an organisation with an increasingly agile workforce, we also support different ways of working offering flexible working arrangements. Learn more here about our work to support an inclusive culture.
Empowering Learning are seeking to appoint an enthusiastic, dynamic, hardworking person to join our team. This is for an Administrative role with some safeguarding support for the SLT, in a secondary school in Grimsby. The role involves a variety of administration and reception duties. You should have a positive and proactive outlook with the initiative and flexibility to work in a busy and challenging school environment. The successful candidate will: Be able to work independently and as part of a team. Have sound experience of administration procedures, planning and control, ideally in a school environment. Have excellent interpersonal skills with the ability to relate well to children parents and other adults, both face to face and over the telephone. Have an excellent working knowledge of ICT. Have the ability to multitask. Be committed to supporting the school vision, mission and values. Be able to work to deadlines and remain calm under pressure. Summary of Role: The school administrator will play a crucial role in providing an efficient and professional administrative service to pupils, staff, visitors and parents. They will undertake reception duties and pupil support duties as required, and ensure all visitors are appropriately greeted. The will provide comprehensive, confidential secretarial and financial support to the Head teacher to assist the smooth and efficient running of the school. They will assist with all the planning and development of support services, including daily attendance checks on pupils. They will maintain confidentiality at all times. Visits to the school are strongly encouraged. Empowering Learning Ltd. are committed to safeguarding and promoting the welfare and safety of children and young people and expect all staff to show this commitment. The successful candidate will be required to complete Disclosure and Barring Service declarations in line with Section 115 of the Police Act 1997. You will also be required to provide 2 professional references covering at least the last 2 years, and complete our online application followed by a video or face to face interview. Empowering Learning Ltd is a committed Equal Opportunities Employer and therefore will not discriminate on the grounds of age, gender, race, ethnicity, disability or sexual orientation.
Apr 29, 2024
Seasonal
Empowering Learning are seeking to appoint an enthusiastic, dynamic, hardworking person to join our team. This is for an Administrative role with some safeguarding support for the SLT, in a secondary school in Grimsby. The role involves a variety of administration and reception duties. You should have a positive and proactive outlook with the initiative and flexibility to work in a busy and challenging school environment. The successful candidate will: Be able to work independently and as part of a team. Have sound experience of administration procedures, planning and control, ideally in a school environment. Have excellent interpersonal skills with the ability to relate well to children parents and other adults, both face to face and over the telephone. Have an excellent working knowledge of ICT. Have the ability to multitask. Be committed to supporting the school vision, mission and values. Be able to work to deadlines and remain calm under pressure. Summary of Role: The school administrator will play a crucial role in providing an efficient and professional administrative service to pupils, staff, visitors and parents. They will undertake reception duties and pupil support duties as required, and ensure all visitors are appropriately greeted. The will provide comprehensive, confidential secretarial and financial support to the Head teacher to assist the smooth and efficient running of the school. They will assist with all the planning and development of support services, including daily attendance checks on pupils. They will maintain confidentiality at all times. Visits to the school are strongly encouraged. Empowering Learning Ltd. are committed to safeguarding and promoting the welfare and safety of children and young people and expect all staff to show this commitment. The successful candidate will be required to complete Disclosure and Barring Service declarations in line with Section 115 of the Police Act 1997. You will also be required to provide 2 professional references covering at least the last 2 years, and complete our online application followed by a video or face to face interview. Empowering Learning Ltd is a committed Equal Opportunities Employer and therefore will not discriminate on the grounds of age, gender, race, ethnicity, disability or sexual orientation.
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.
Apr 29, 2024
Full time
Reed Financial Services are pleased to be representing a firm with services ranging across Wealth Management, Estate Planning, Divorce and Retirement Planning, among others. They seek to add an Administrative Support to their growing team on a Hybrid working arrangement with 2 days of work from home and a salary up to £27k per annum. Key Responsibilities:To provide administration support to the Wealth Client Executive(s) and Financial Planner(s) in the delivery of service to our clients, including but not limited to:• Assist with preparation of existing client annual review meeting packs including production of Portfolio Reports.• Work with centralised Administration team for processing new client and annual review post meeting packs.• Chase and collate Letter of Authority plan information, liaising with all parties to ensure sufficient information available for case assessment following agreed procedures.• Package and dispatch financial planning reports for the Financial Planners and their clients.• Process and submit new business applications and client instruction requests, tracking all transactions through to accurate and timely completion in line with agreed SLAs.• Keeping the Client and Wealth Client Executive regularly updated on the progress of outstanding transactions and managing any technical queries.• Produce and issue client fee invoices.• Participate in teams Weekly Planning Meetings focussing on the end-to-end client journey.• Maintaining data on our back office in line with the company processes, ensuring that we have accurate client records and data.• Liaise with product providers to progress all submissions including, but not limited to, client transfers and obtain fees information• Ensure all data is captured and entered accurately onto the back office.• Regularly check data, fill gaps and amends errors where necessary.• Ensure all policy/platform account records are checked and updated upon receipt of product provider correspondence.• Work as part of the team to develop processes, create new guidance documents and provide feedback through testing new ways of working. Requirements:• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.• Excellent organisational skills, flexible and proactive approach to getting the job done.• Strong interpersonal skills, both written and verbal communication.• Excellent accuracy and attention to detail. Recommended:• Experience of working with Investment Wrap Platforms• Experience of using Intelligent Office back-office system• Experience of working in a small to medium sized financial services environment Benefits:Holiday - 25 working days in addition to the normal Bank and Public Holidays. In addition, 1 extra day's holiday for each year of service up to 28 days.Holiday Buy and Sell - All employees can buy or sell up to 5 days holiday per year.Company Funded Group Life Assurance - 4 x Salary at date of death.Company Funded Group Pension Scheme - 3% employee contribution and 5% company contributionCompany Funded Private Medical Insurance - Bupa - Single Level Cover with option to add dependents and/or family members.Funded Training - They will cover the cost of exams and learning materials.