Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to fit around work/life balance, family commi click apply for full job details
May 02, 2024
Full time
Culverhouse Financial Planning Ltd, Chartered Financial Planners based in Farnborough Village, Orpington, Kent are seeking to fill the above part time position that has arisen due to an increase in workload caused by the demands of our expanding client base. Salary dependent on skills and experience. This is a part time role and hours will be negotiable to fit around work/life balance, family commi click apply for full job details
Akton are recruiting on behalf of a client who is looking for a Project Manager to manage the Urban Energy projects in the Midlands, the North of England, and Scotland. The key deliverable for this role is the effective management of the construction projects (CHP, gas boilers, heat pumps, Decarbonisation of BU in the midlands & north, new network connections, chilled water, district heating and cooling pipework). Responsibilities To manage the delivery of Mechanical, Electrical and Civil project activities, and coordinate with the Engineers, Designers, Planners & QS/Legal teams. Produce bill of quantity/materials take off. Ensuring all deliverables are to the required standard and specification. Manage the project to ensure all contractual aspects between clients and contractors, ensuring the compliance of all parties, particularly with respect to completion of the project prior to programmed operational start date. To adhere to project delivery systems and procedures. To manage the timely production of O&M manuals with the Principal designer. Develop and maintain effective working relationships with project sponsors and other key stakeholders. Produce weekly/monthly project progress reports. Where applicable, carry out the Principal Contractor role. To work with the planner in order to track, monitor and report project status to senior management. Effective planning, allocation and management of resources. Comply at all times with policies and procedures. Manage and own the project budgets and produce monthly financial reports with the project QS. Coordinate with the Commissioning Manager. Responsible for the quality of delivery and final installation. Coordination with Operation Team. Attend Client and internal BU meetings. Carry out project reporting in line with required deadlines. Identify, monitor, mitigate and manage project and operational risks. Establish and maintain good supplier relations to ensure effective delivery and quality of Installations. Maintain a solution based approach to problems. To work with SHEQ team and CDM Manager to ensure compliance with all Health and Safety & CDM regulations and obligations. Requirements HNC/Degree level required in either a mechanical or electrical discipline. CSCS Project Manager Card SMSTS Qualified NRSWA card First Aid qualified. Experience of delivering multi-million pound M&E/Civil Projects with a diverse project delivery team Extensive Project Management Experience Mechanical/Electrical Engineering Civil Engineering Commercial /contract experience Client presentation /BD experience
May 02, 2024
Full time
Akton are recruiting on behalf of a client who is looking for a Project Manager to manage the Urban Energy projects in the Midlands, the North of England, and Scotland. The key deliverable for this role is the effective management of the construction projects (CHP, gas boilers, heat pumps, Decarbonisation of BU in the midlands & north, new network connections, chilled water, district heating and cooling pipework). Responsibilities To manage the delivery of Mechanical, Electrical and Civil project activities, and coordinate with the Engineers, Designers, Planners & QS/Legal teams. Produce bill of quantity/materials take off. Ensuring all deliverables are to the required standard and specification. Manage the project to ensure all contractual aspects between clients and contractors, ensuring the compliance of all parties, particularly with respect to completion of the project prior to programmed operational start date. To adhere to project delivery systems and procedures. To manage the timely production of O&M manuals with the Principal designer. Develop and maintain effective working relationships with project sponsors and other key stakeholders. Produce weekly/monthly project progress reports. Where applicable, carry out the Principal Contractor role. To work with the planner in order to track, monitor and report project status to senior management. Effective planning, allocation and management of resources. Comply at all times with policies and procedures. Manage and own the project budgets and produce monthly financial reports with the project QS. Coordinate with the Commissioning Manager. Responsible for the quality of delivery and final installation. Coordination with Operation Team. Attend Client and internal BU meetings. Carry out project reporting in line with required deadlines. Identify, monitor, mitigate and manage project and operational risks. Establish and maintain good supplier relations to ensure effective delivery and quality of Installations. Maintain a solution based approach to problems. To work with SHEQ team and CDM Manager to ensure compliance with all Health and Safety & CDM regulations and obligations. Requirements HNC/Degree level required in either a mechanical or electrical discipline. CSCS Project Manager Card SMSTS Qualified NRSWA card First Aid qualified. Experience of delivering multi-million pound M&E/Civil Projects with a diverse project delivery team Extensive Project Management Experience Mechanical/Electrical Engineering Civil Engineering Commercial /contract experience Client presentation /BD experience
Core duties of the role: Call clients to book in annual review meetings Navigate and plot meetings across England to optimise Financial Planners' journeys Update and manage each Financial Planners diary Send confirmation letters to clients Make up and maintain compliant files To comply with the principals of treating customers fairly in all aspects of the role of the administrator Full-time and office based Key Skills: Polite telephone manner Ability to achieve agreed outcomes without supervision Articulate Excellent interpersonal skills, both written and verbal Ability to work independently and in a team Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Xplan is our back-office system - training will be provided. 26,000 Full time but there is some flex on the hours - ie: 9am - 4pm / 10am - 5pm / 9am - 3pm (examples) Office based - parking Lovely offices What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
May 02, 2024
Full time
Core duties of the role: Call clients to book in annual review meetings Navigate and plot meetings across England to optimise Financial Planners' journeys Update and manage each Financial Planners diary Send confirmation letters to clients Make up and maintain compliant files To comply with the principals of treating customers fairly in all aspects of the role of the administrator Full-time and office based Key Skills: Polite telephone manner Ability to achieve agreed outcomes without supervision Articulate Excellent interpersonal skills, both written and verbal Ability to work independently and in a team Fully competent in desktop applications (proficient in Microsoft Word, Excel and Outlook) Xplan is our back-office system - training will be provided. 26,000 Full time but there is some flex on the hours - ie: 9am - 4pm / 10am - 5pm / 9am - 3pm (examples) Office based - parking Lovely offices What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
May 02, 2024
Full time
Are you an experienced Financial Services Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 32,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Client Services Manager Primus Connect London Area, United Kingdom (Remote-First) A fast-growing Data Consultancy have grown to the point that they have decided to evolve their back-office manager and PMO into a Client Services Manager, to support their Senior Leadership as they continue to grow the business. This will be a key role in the next step of the Consultancies growth as you will be tasked with Back Office improvements, Process Reengineering and Automation, Reports, Resource Planning and standardization into their core operations. You will be a proactive and tenacious individual with high attention to detail and focussed on delivering successful outcomes and exceptional customer experiences. As the Client Services Manager within the Consulting Team, you'll play a pivotal role in managing resources and projects efficiently. Your expertise will ensure clients enjoy successful outcomes and exceptional experiences. This position offers a unique opportunity to influence the evolution of what began as an administrative role into a strategic asset for the company, focusing on process improvement, automation, and effective resource planning. Key Responsibilities: Resource Planning: Manage the onboarding and offboarding process, ensuring resources have everything they need to excel. Maintain a forward demand plan for resources and track utilization rates. Project Governance: Provide oversight for all project initiatives, chair internal delivery management meetings, and facilitate resource allocation to maximize productivity. Project Management: Oversee project setup and closure, ensuring smooth customer onboarding and compliance with contractual agreements. Act as the point of contact for project setup requests, maintaining documentation and implementing a project closure process. Assurance and Reporting: Manage the Resource Planner tool, track risks, run project audits, and ensure accurate reporting and financial management across all projects. Knowledge Management: Standardize templates and manage a repository to ensure consistency in deliverables. Provide training on tools and templates. Financial Management: Oversee invoice processing, chase payments, and manage cost reporting, ensuring efficiency and accuracy in financial operations. Office Management: Support the operational needs of the consultancy, including completing commercial forms and coordinating meeting venues. Ideal Candidate: Proven experience in client services, project management and/or consulting within a data-driven environment. Strong analytical skills with experience in process reengineering and automation. Extremely Proactive with excellent Attention to Detail, Administration and communication skills, capable of fostering strong client and team relationships. Prior experience of Resource Planning Proficient in tools such as Harvest, Power BI, and resource planning software is desirable Agile and adaptable, with a knack for solving complex operational challenges. This role will be remote first with occasional days in London, there are fantastic growth opportunities as you grow with the company as they look to double revenue. The role will be paid at circa 45,000 - 65,000 + a bonus up to 15% depending on experience.
May 02, 2024
Full time
Client Services Manager Primus Connect London Area, United Kingdom (Remote-First) A fast-growing Data Consultancy have grown to the point that they have decided to evolve their back-office manager and PMO into a Client Services Manager, to support their Senior Leadership as they continue to grow the business. This will be a key role in the next step of the Consultancies growth as you will be tasked with Back Office improvements, Process Reengineering and Automation, Reports, Resource Planning and standardization into their core operations. You will be a proactive and tenacious individual with high attention to detail and focussed on delivering successful outcomes and exceptional customer experiences. As the Client Services Manager within the Consulting Team, you'll play a pivotal role in managing resources and projects efficiently. Your expertise will ensure clients enjoy successful outcomes and exceptional experiences. This position offers a unique opportunity to influence the evolution of what began as an administrative role into a strategic asset for the company, focusing on process improvement, automation, and effective resource planning. Key Responsibilities: Resource Planning: Manage the onboarding and offboarding process, ensuring resources have everything they need to excel. Maintain a forward demand plan for resources and track utilization rates. Project Governance: Provide oversight for all project initiatives, chair internal delivery management meetings, and facilitate resource allocation to maximize productivity. Project Management: Oversee project setup and closure, ensuring smooth customer onboarding and compliance with contractual agreements. Act as the point of contact for project setup requests, maintaining documentation and implementing a project closure process. Assurance and Reporting: Manage the Resource Planner tool, track risks, run project audits, and ensure accurate reporting and financial management across all projects. Knowledge Management: Standardize templates and manage a repository to ensure consistency in deliverables. Provide training on tools and templates. Financial Management: Oversee invoice processing, chase payments, and manage cost reporting, ensuring efficiency and accuracy in financial operations. Office Management: Support the operational needs of the consultancy, including completing commercial forms and coordinating meeting venues. Ideal Candidate: Proven experience in client services, project management and/or consulting within a data-driven environment. Strong analytical skills with experience in process reengineering and automation. Extremely Proactive with excellent Attention to Detail, Administration and communication skills, capable of fostering strong client and team relationships. Prior experience of Resource Planning Proficient in tools such as Harvest, Power BI, and resource planning software is desirable Agile and adaptable, with a knack for solving complex operational challenges. This role will be remote first with occasional days in London, there are fantastic growth opportunities as you grow with the company as they look to double revenue. The role will be paid at circa 45,000 - 65,000 + a bonus up to 15% depending on experience.
Job Title: Internal Auditor Location: UK, Flexible Location + Hybrid Working Arrangements Compensation: Competitive + Benefits Role Type: Full time / Permanent Role ID: SF55753 At Cavendish Nuclear we're working to create a safe and secure world, together, and if you join us, you can play your part as an Internal Auditor at one of our UK sites, including Bristol, Leicester, Warrington, Newbury etc. The role As an Internal Auditor, you'll have a role that's out of the ordinary. It is an exciting opportunity to contribute to Cavendish Nuclear's success by supporting senior leaders in ensuring excellence across the business. You will join us in delivering a robust system of assurance and be a key player in our dynamic team. Day to day, you'll support the Senior Business Assurance Officers in the delivery of their responsibilities: The assurance process and related arrangements and also the three years look ahead planner of assurance reviews Establish, maintain, and report Key Performance Indicators (KPI) related to the delivery of the Assurance Programme including trends Be the primary focal point and drive the delivery of the Assurance Programme for Cavendish Nuclear This role is full-time. The successful candidate can work compliantly from any Cavendish Nuclear site or location on a hybrid basis. Essential experience of the Internal Auditor Relevant and recent UK experience in the Nuclear or other highly regulated industry ISO standards working knowledge and auditing against standards Health and Safety / Project Management knowledge desirable High level of written and oral communication skills Qualifications for the Internal Auditor Technical Degree or equivalent is desirable Security Clearance The successful candidate must be able to achieve and maintain Security Check (SC) security clearance for this role. Many of the positions within our company are subject to national security clearance and Trade Control restrictions. This means that your eligibility for certain roles may be affected by your place of birth, nationality, current or former citizenship, and any residency you hold or have held. What we offer Generous holiday allowance Matched contribution pension scheme, with life assurance Employee share scheme Employee shopping savings portal Payment of Professional Fees Reservists in the armed forces receive 10-days special paid leave Holiday Trading is a benefit that allows the majority of employees to buy additional leave or to sell up to one working week of annual leave from their annual entitlement 'Be Kind Day' enables employees to take one working day's paid leave a year (or equivalent hours) to undertake volunteering work with their chosen organisation or registered charity Autonomy to perform the role. Excellent development opportunities and benefits package including an employee assistance programme supporting physical, mental and financial wellbeing. Cavendish Nuclear As a leader within the UK nuclear industry, Cavendish Nuclear, part of Babcock International Group, provides a comprehensive range of critical nuclear solutions in clean energy, defence and civil new build and decommissioning projects. Together, we're innovating to make nuclear safer, faster and cost-effective across the nuclear energy life cycle. Your career with us could take you anywhere within Babcock International Group - from Canada, the USA to Japan. Work with us to create a safe and secure world, together. We are a disability confident committed employer. If you have a disability or need any reasonable adjustments during the application and selection stages, please email with the subject header 'Reasonable adjustments requirement'. We're committed to building an inclusive culture where everyone's free to thrive. We are happy to talk about flexible working - please ask about alternative patterns of work at interview. Closing Date: 06/05/2024
May 02, 2024
Full time
Job Title: Internal Auditor Location: UK, Flexible Location + Hybrid Working Arrangements Compensation: Competitive + Benefits Role Type: Full time / Permanent Role ID: SF55753 At Cavendish Nuclear we're working to create a safe and secure world, together, and if you join us, you can play your part as an Internal Auditor at one of our UK sites, including Bristol, Leicester, Warrington, Newbury etc. The role As an Internal Auditor, you'll have a role that's out of the ordinary. It is an exciting opportunity to contribute to Cavendish Nuclear's success by supporting senior leaders in ensuring excellence across the business. You will join us in delivering a robust system of assurance and be a key player in our dynamic team. Day to day, you'll support the Senior Business Assurance Officers in the delivery of their responsibilities: The assurance process and related arrangements and also the three years look ahead planner of assurance reviews Establish, maintain, and report Key Performance Indicators (KPI) related to the delivery of the Assurance Programme including trends Be the primary focal point and drive the delivery of the Assurance Programme for Cavendish Nuclear This role is full-time. The successful candidate can work compliantly from any Cavendish Nuclear site or location on a hybrid basis. Essential experience of the Internal Auditor Relevant and recent UK experience in the Nuclear or other highly regulated industry ISO standards working knowledge and auditing against standards Health and Safety / Project Management knowledge desirable High level of written and oral communication skills Qualifications for the Internal Auditor Technical Degree or equivalent is desirable Security Clearance The successful candidate must be able to achieve and maintain Security Check (SC) security clearance for this role. Many of the positions within our company are subject to national security clearance and Trade Control restrictions. This means that your eligibility for certain roles may be affected by your place of birth, nationality, current or former citizenship, and any residency you hold or have held. What we offer Generous holiday allowance Matched contribution pension scheme, with life assurance Employee share scheme Employee shopping savings portal Payment of Professional Fees Reservists in the armed forces receive 10-days special paid leave Holiday Trading is a benefit that allows the majority of employees to buy additional leave or to sell up to one working week of annual leave from their annual entitlement 'Be Kind Day' enables employees to take one working day's paid leave a year (or equivalent hours) to undertake volunteering work with their chosen organisation or registered charity Autonomy to perform the role. Excellent development opportunities and benefits package including an employee assistance programme supporting physical, mental and financial wellbeing. Cavendish Nuclear As a leader within the UK nuclear industry, Cavendish Nuclear, part of Babcock International Group, provides a comprehensive range of critical nuclear solutions in clean energy, defence and civil new build and decommissioning projects. Together, we're innovating to make nuclear safer, faster and cost-effective across the nuclear energy life cycle. Your career with us could take you anywhere within Babcock International Group - from Canada, the USA to Japan. Work with us to create a safe and secure world, together. We are a disability confident committed employer. If you have a disability or need any reasonable adjustments during the application and selection stages, please email with the subject header 'Reasonable adjustments requirement'. We're committed to building an inclusive culture where everyone's free to thrive. We are happy to talk about flexible working - please ask about alternative patterns of work at interview. Closing Date: 06/05/2024
Director of Planning Up to £80,000 + Additional Benefits Flexible Working Arrangements Carrington West are pleased to be exclusively assisting their multi-disciplinary client in their search for a Director of Planning on a permanent basis. We have an exciting opportunity to join a growing consultancy and the role is open to candidates from both the private and the public sectors. You will have extensive experience in planning with the ability to manage projects across multiple sectors including Environmental, Geotechnical, and structural engineering. You will need: Chartered Member of the Royal Town Planning Institute, underpinned by a strong commitment to CPD Thorough understanding of UK planning legislation and guidance A team player with exceptional leadership, communication, management and organisational abilities A broad range of private sector experience and a track record of achievement, preferably within a multi-disciplinary consultancy A proven track record of successful project delivery and client satisfaction Identifying opportunities and promoting business development and marketing, as a platform for driving the further growth of the Planning team and the wider Company Excellent financial management and control skills, relating to the profitability of the Planning team and the delivery of business plan targets Benefits: Competitive Salary Package Car allowance Great team atmosphere Hybrid working and the ability to work out of any of their national offices Private medical care X5 weeks holiday increasing each year of employment Social events Experience in a planning consultancy is a must. Please note that applications won't be considered without the criteria being met. This role will move quickly and is unique opportunity so please get in touch as soon as possible. By sending in your CV, you acknowledge you are happy for us to put you forward for the role in you have applied for. If you are keen to see a full job description, please call or attach a cover letter to your application. To avoid missing out please apply today with a copy of your CV then call Tullula Farrell on (phone number removed). If you are a Town Planner who is interested in job opportunities, but this role is not of interest, please still apply then we can consider you for other positions. Job Reference Number: 39701
May 02, 2024
Full time
Director of Planning Up to £80,000 + Additional Benefits Flexible Working Arrangements Carrington West are pleased to be exclusively assisting their multi-disciplinary client in their search for a Director of Planning on a permanent basis. We have an exciting opportunity to join a growing consultancy and the role is open to candidates from both the private and the public sectors. You will have extensive experience in planning with the ability to manage projects across multiple sectors including Environmental, Geotechnical, and structural engineering. You will need: Chartered Member of the Royal Town Planning Institute, underpinned by a strong commitment to CPD Thorough understanding of UK planning legislation and guidance A team player with exceptional leadership, communication, management and organisational abilities A broad range of private sector experience and a track record of achievement, preferably within a multi-disciplinary consultancy A proven track record of successful project delivery and client satisfaction Identifying opportunities and promoting business development and marketing, as a platform for driving the further growth of the Planning team and the wider Company Excellent financial management and control skills, relating to the profitability of the Planning team and the delivery of business plan targets Benefits: Competitive Salary Package Car allowance Great team atmosphere Hybrid working and the ability to work out of any of their national offices Private medical care X5 weeks holiday increasing each year of employment Social events Experience in a planning consultancy is a must. Please note that applications won't be considered without the criteria being met. This role will move quickly and is unique opportunity so please get in touch as soon as possible. By sending in your CV, you acknowledge you are happy for us to put you forward for the role in you have applied for. If you are keen to see a full job description, please call or attach a cover letter to your application. To avoid missing out please apply today with a copy of your CV then call Tullula Farrell on (phone number removed). If you are a Town Planner who is interested in job opportunities, but this role is not of interest, please still apply then we can consider you for other positions. Job Reference Number: 39701
Job Title: Head of Programme Planning (FTE 80%) Job Type: 12-month Fixed term maternity cover Location: London Reports to: Head of Planning & Scheduling About First Intuition: Founded in 2007 First Intuition (FI) is an award-winning, UK-based provider of predominantly accountancy training and apprenticeships that has recently extended its services to offer skills and qualifications across the financial, leadership and digital sectors. Our success is due to our approach to training and our links with businesses. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with students is tailored, personal and reflects their specific circumstances. This approach has led to First Intuition being awarded an Outstanding rating by Ofsted. To find out more about First intuition please check out our website here: and our Careers Page here: to find out about who we are, and learn about the fantastic benefits our employees enjoy. About the Role The role of the Head of Programme Planning (London Clients) is to be the lead between key clients and London delivery teams on the timely progression of students and apprentices through their employer sponsored programme. Key Responsibilities: Responsible for the programme and scheduling for key clients, liaising between client and delivery teams in London. Responsible for chairing the two weekly numbers review meeting and taking a close management of the numbers allocated to each course giving the ability to advise the delivery team on course quantity required with both a short-term and long-term view. Maintain and update the Course, CBE and ISP numbers allocations for future intakes and existing intakes. Advise Head of Planning & scheduling on capacity planning and liaising with client team. Management and creation of collateral and programme planners for London programmes, including apprenticeship pathway brochures and other key documentation such as intake planner templates. Participate in quarterly review meetings and Spring scheduling meetings for key clients and London programme management meetings. Have and maintain in depth knowledge of pathways for future and existing intakes. Communication of course date changes and updates to all stakeholders and delivery teams. Management of guidance on pathway adjustments and ongoing course bookings for apprenticeship programmes. Assist CRMs and coaches with advising on more complex pathway options and programme re-planning, and additional tutor support for learners who need this. Supporting the ongoing review of resource requirements for the delivery of courses and marking of mock exams through close monitoring of learner volumes and pathways. Requirements Essential: Experience of delivering high quality programme management and client service and Experience of the delivery of professional or higher education within employer-led programmes Detail-orientated skills and problem solving attitude Strong organisational and time management skills A positive and solution focused attitude to work Flexibility and adaptability to changing workloads Desirable: Experience in the commercial education industry and/or the accountancy and finance sector Experience of working in cross-functional project teams with a variety of commercial and educational staff Knowledge of accountancy qualifications and apprenticeship standards Experience of team management Benefits 25 days annual leave, rising to a total of 30 after 5 years (based on fulltime hours) PLUS bank holidays Hybrid working available, equipment provided for homeworking Flexible-working positive employer with a range of family-friendly policies Employee Assistance Programme: 24-hour confidential access to counselling and support services Competitive Pension Private Medical Insurance Training and development opportunities Employee perks including a range of discounts to suit your lifestyle First Intuition is committed to fostering a diverse and inclusive workplace. We embrace individuals of all backgrounds, cultures, abilities, and experiences, and believe that diversity strengthens our team. We are dedicated to providing equal opportunities for all employees, ensuring fairness, respect, and a supportive environment for everyone. JBRP1_UKTJ
May 02, 2024
Full time
Job Title: Head of Programme Planning (FTE 80%) Job Type: 12-month Fixed term maternity cover Location: London Reports to: Head of Planning & Scheduling About First Intuition: Founded in 2007 First Intuition (FI) is an award-winning, UK-based provider of predominantly accountancy training and apprenticeships that has recently extended its services to offer skills and qualifications across the financial, leadership and digital sectors. Our success is due to our approach to training and our links with businesses. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with students is tailored, personal and reflects their specific circumstances. This approach has led to First Intuition being awarded an Outstanding rating by Ofsted. To find out more about First intuition please check out our website here: and our Careers Page here: to find out about who we are, and learn about the fantastic benefits our employees enjoy. About the Role The role of the Head of Programme Planning (London Clients) is to be the lead between key clients and London delivery teams on the timely progression of students and apprentices through their employer sponsored programme. Key Responsibilities: Responsible for the programme and scheduling for key clients, liaising between client and delivery teams in London. Responsible for chairing the two weekly numbers review meeting and taking a close management of the numbers allocated to each course giving the ability to advise the delivery team on course quantity required with both a short-term and long-term view. Maintain and update the Course, CBE and ISP numbers allocations for future intakes and existing intakes. Advise Head of Planning & scheduling on capacity planning and liaising with client team. Management and creation of collateral and programme planners for London programmes, including apprenticeship pathway brochures and other key documentation such as intake planner templates. Participate in quarterly review meetings and Spring scheduling meetings for key clients and London programme management meetings. Have and maintain in depth knowledge of pathways for future and existing intakes. Communication of course date changes and updates to all stakeholders and delivery teams. Management of guidance on pathway adjustments and ongoing course bookings for apprenticeship programmes. Assist CRMs and coaches with advising on more complex pathway options and programme re-planning, and additional tutor support for learners who need this. Supporting the ongoing review of resource requirements for the delivery of courses and marking of mock exams through close monitoring of learner volumes and pathways. Requirements Essential: Experience of delivering high quality programme management and client service and Experience of the delivery of professional or higher education within employer-led programmes Detail-orientated skills and problem solving attitude Strong organisational and time management skills A positive and solution focused attitude to work Flexibility and adaptability to changing workloads Desirable: Experience in the commercial education industry and/or the accountancy and finance sector Experience of working in cross-functional project teams with a variety of commercial and educational staff Knowledge of accountancy qualifications and apprenticeship standards Experience of team management Benefits 25 days annual leave, rising to a total of 30 after 5 years (based on fulltime hours) PLUS bank holidays Hybrid working available, equipment provided for homeworking Flexible-working positive employer with a range of family-friendly policies Employee Assistance Programme: 24-hour confidential access to counselling and support services Competitive Pension Private Medical Insurance Training and development opportunities Employee perks including a range of discounts to suit your lifestyle First Intuition is committed to fostering a diverse and inclusive workplace. We embrace individuals of all backgrounds, cultures, abilities, and experiences, and believe that diversity strengthens our team. We are dedicated to providing equal opportunities for all employees, ensuring fairness, respect, and a supportive environment for everyone. JBRP1_UKTJ
N Brown - who we are and why work for us? At N Brown, we're committed to building a diverse workforce and creating an inclusive environment that values equality for all. Our vision is that by championing inclusion, we'll become the most loved and trusted fashion retailer'. Diversity, Equity, and Inclusion are, therefore, at the heart of our culture. We're a forward-thinking digital retailer with a financial services proposition to be proud of. We're customer-obsessed, serving them through three core brands: JD Williams, Simply Be, and Jacamo. We're experienced, with over 160 years of trading under our belt. We're inclusive, as we believe in fashion without boundaries; and we're sustainable, striving to make as little impact on the planet as possible. The role At N Brown, we have an exciting opportunity to join our in-house Digital Marketing team. We are looking for an experienced Group PPC Manager to manage and oversee multi-million-pound Paid Search channel across the entire group. Reporting directly into the Head of Performance Media you will lead the PPC team across the our four Agile Brand Tribes whilst sitting within one Brand Tribe and manage campaign activation. As a strong communicator and commercial planner, you will help drive the PPC roadmap across the group. What's in it for you? 24 days holiday (+ 8 bank holidays) with the option to buy an additional 10 days Annual bonus scheme Enhanced maternity and adoption leave Access to Apricity, a self-funding IVF benefit at a reduced rate Company pension with up to 8% N Brown contribution Mental Health support both internally and externally, including access to our wellbeing champions and counselling services A range of financial wellbeing support Colleague discount across all N Brown brands Onsite caf with subsidised rates and local restaurant discounts! Life Assurance and Private Medical Insurance Paid volunteer time - all our colleagues can take a full day paid to volunteer for a charity of their choice What will you do as a Group PPC Manager at N Brown? Develop our paid search capability to help the business deliver profitable new customer acquisition Oversee the planning of our paid search activity including strategy, budgets, targets and optimisation in order to reach business objectives in conjunction with the Head of Performance Media. Manage implementation of activity, ensuring you, your team and agencies/partners deliver excellent results Evaluate success of activity against clear targets; analyse results and identify opportunities; feedback performance and actions taken to the Head of Performance Media and Marketing Heads. Stakeholder management keeping key stakeholders updated on strategy, optimisation, performance, innovation and industry developments and their impact on our business Create best practice methodologies to help us deliver a digital centre of excellence in the business Thought leadership be the eyes and ears of the business for paid search; keep up to date with developments in digital, spotting opportunities & assessing impact on our brands; keep colleagues up to date with developments. Line manage the PPC Managers and PPC Leads; oversee their continued development and that of the wider PPC team. Provide structured and ad hoc training/mentoring as required. Manage external agencies & third parties : ensure high quality of work to deadline and budget; develop and maintain positive and strong business relationship with key partners such as Google and Microsoft. What skills and experience will you have? 6+ years' PPC experience with experience of a retail business Experience leading a medium sized team (6+ team members) Experience working in an Agile / Matrix structure (preferable) Experience working with SA360 and Google Analytics (preferable) A growth' mindset and the ability to constantly learn new trends and new skills Excellent communication skills, both written and verbal. Highly analytical with a keen eye for detail. A problem solver with an appetite to think outside the box and challenge convention Able to work in a fast-paced environment A great team player who enjoys contributing to the wider success of a business Our promise to you: We're an equal opportunity employer and value diversity. We do not discriminate based on race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. What happens when you apply to a role at N Brown? As soon as we receive your application, we'll send you an email to let you know. We always aim to come back to you as soon as possible with an update and we really appreciate you taking the time to apply for a role with us. Good luck!
May 02, 2024
Full time
N Brown - who we are and why work for us? At N Brown, we're committed to building a diverse workforce and creating an inclusive environment that values equality for all. Our vision is that by championing inclusion, we'll become the most loved and trusted fashion retailer'. Diversity, Equity, and Inclusion are, therefore, at the heart of our culture. We're a forward-thinking digital retailer with a financial services proposition to be proud of. We're customer-obsessed, serving them through three core brands: JD Williams, Simply Be, and Jacamo. We're experienced, with over 160 years of trading under our belt. We're inclusive, as we believe in fashion without boundaries; and we're sustainable, striving to make as little impact on the planet as possible. The role At N Brown, we have an exciting opportunity to join our in-house Digital Marketing team. We are looking for an experienced Group PPC Manager to manage and oversee multi-million-pound Paid Search channel across the entire group. Reporting directly into the Head of Performance Media you will lead the PPC team across the our four Agile Brand Tribes whilst sitting within one Brand Tribe and manage campaign activation. As a strong communicator and commercial planner, you will help drive the PPC roadmap across the group. What's in it for you? 24 days holiday (+ 8 bank holidays) with the option to buy an additional 10 days Annual bonus scheme Enhanced maternity and adoption leave Access to Apricity, a self-funding IVF benefit at a reduced rate Company pension with up to 8% N Brown contribution Mental Health support both internally and externally, including access to our wellbeing champions and counselling services A range of financial wellbeing support Colleague discount across all N Brown brands Onsite caf with subsidised rates and local restaurant discounts! Life Assurance and Private Medical Insurance Paid volunteer time - all our colleagues can take a full day paid to volunteer for a charity of their choice What will you do as a Group PPC Manager at N Brown? Develop our paid search capability to help the business deliver profitable new customer acquisition Oversee the planning of our paid search activity including strategy, budgets, targets and optimisation in order to reach business objectives in conjunction with the Head of Performance Media. Manage implementation of activity, ensuring you, your team and agencies/partners deliver excellent results Evaluate success of activity against clear targets; analyse results and identify opportunities; feedback performance and actions taken to the Head of Performance Media and Marketing Heads. Stakeholder management keeping key stakeholders updated on strategy, optimisation, performance, innovation and industry developments and their impact on our business Create best practice methodologies to help us deliver a digital centre of excellence in the business Thought leadership be the eyes and ears of the business for paid search; keep up to date with developments in digital, spotting opportunities & assessing impact on our brands; keep colleagues up to date with developments. Line manage the PPC Managers and PPC Leads; oversee their continued development and that of the wider PPC team. Provide structured and ad hoc training/mentoring as required. Manage external agencies & third parties : ensure high quality of work to deadline and budget; develop and maintain positive and strong business relationship with key partners such as Google and Microsoft. What skills and experience will you have? 6+ years' PPC experience with experience of a retail business Experience leading a medium sized team (6+ team members) Experience working in an Agile / Matrix structure (preferable) Experience working with SA360 and Google Analytics (preferable) A growth' mindset and the ability to constantly learn new trends and new skills Excellent communication skills, both written and verbal. Highly analytical with a keen eye for detail. A problem solver with an appetite to think outside the box and challenge convention Able to work in a fast-paced environment A great team player who enjoys contributing to the wider success of a business Our promise to you: We're an equal opportunity employer and value diversity. We do not discriminate based on race, religion, colour, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. What happens when you apply to a role at N Brown? As soon as we receive your application, we'll send you an email to let you know. We always aim to come back to you as soon as possible with an update and we really appreciate you taking the time to apply for a role with us. Good luck!
About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the world's most trusted and innovative meetings and events agency, BCD M&E cultivates a culture of people, passion and purpose to drive business forward. Headquartered in Chicago, with locations in 50+ countries across the world, BCD M&E's team of 1,800+ people are committed to sustainability and driving success for our customers, our business and ourselves. Our values are at the heart of everything we do, and we look for people that want to be a part of something special, can rise to our standards and love to bring their unique perspective to the table. While we can't guarantee every day will be the best (who can?), we can promise a community of people who genuinely care and lead with empathy, a flexible workplace with awesome perks and challenging work that means something. See what life is about at BCD M&E at About the role: We are recruiting for our London sourcing team and are currently looking for a Senior Venue Find Consultant to join our team on a full-time basis. Do you have international and UK meeting and venue sourcing, contracting, and negotiating expertise? If so, this opportunity may be for you. In this role you will be responsible for dealing directly with our clients; receiving their meeting & event requests, finding the perfect venue that fits their requirements, negotiating to ensure the price fits the budget and presenting the best solution to exceed expectations every time. Sound like you? Read on! As a Senior Venue Find Consultant , you will: Exceed client's expectations by delivering an initiative, quality service to meet the clients needs. To ensure relevant customer service levels are understood and consistently met or exceeded and to be suitably conversant in all relevant systems, and processes in line with customer requirements. Continually develop excellent venue destination knowledge through building positive relationships with key supplier contracts, attending familiarisation visits, destination workshops and webinars when required. Work as part of the team driven to find the right solutions, ensuring the client is supported and informed from start to finish on their journey with BCD Meetings and Events. This may involve liaising with other teams such as the BCD Meeting & Events finance team to ensure that all invoicing and financial matters are delivered to the client in a proactive and efficient manner. As a senior consultant you will assist the Team Manager as required on various matters including monitoring customer service levels and quality assurance. Also, you will assist with training and development of the consultants by sharing your knowledge and experience. Consistently apply and demonstrate venue and destination knowledge to all customers. Also be willing to constantly develop and expand your knowledge of the meetings & events industry, with both suppliers and destinations. You're good at: Previous experience and knowledge of meetings & events venues / destinations in the UK and Overseas is essential. You will have a flexible and proactive approach to work, while being able to juggle multiple priorities and projects with resilience under pressure. You will be comfortable with dealing with customers via phone, email and face to face. Experience of using MS Office including Excel and experience of entering and extracting data from various databases. Being motivated to provide the best customer service for each client while developing your own knowledge, skills and experience. To represent and show our values in your work manner by working to solve issues together as a team, acting with purpose and always doing what is right for the clients needs and the company. You might also have: Previous experience with venue booking systems. Proven negotiating and contracting experience with external suppliers. Our Benefits for this role: Life Assurance x2 your annual salary 25 days holiday plus bank holidays Birthday day off Holiday Purchase Scheme - allowing up to 5 additional holidays days Discounted rates on Hotels & Travel Gym & Fitness Discounts Private Healthcare Pension Scheme Company Sick pay Lifestyle Benefits You should know: This role is hybrid based with 3 days a week spent in the London office. The shift patterns for venue search are9-5:30, 8:30-5 or 9:30-6 on a rotate basis, with an hours lunch break You may be required to travel to attend company meetings / events or familiarisation trips in the UK or Overseas How to apply: Click apply now to be considered THE PERKS Flexible Working We believe that a flexible working environment is key to getting the best out of our teams. We will support you to work where you need to and when you need to, depending on how you work best. Room to Grow Our line of work and business structure challenge our people in a way that inspires growth, with learning and development built into every role. We give individuals ownership over the direction and speed in which they grow. Everyone has a voice We thrive on conversations that spark curiosity and empathy. No matter how big or how small, every voice is heard, considered and respected. Make your move The diversity of roles across BCD M&E's global locations means that our people often find new adventures during their time with us. Join us as a meeting planner role in the UK, stay for a global marketing career - there's always room to move. We've got you covered Our extensive benefits include comprehensive healthcare, retirement plans, continued education support, diverse work locations, travel and hotel discounts, volunteer and sustainability opportunities and a successful employee recognition program. We're positive. You'll love it. It starts from the top. Our leaders lead with positivity, believe in our people and trust us to do the right thing. There will always be support along your journey, in little and big ways.
May 02, 2024
Full time
About Us: At BCD Meetings & Events (BCD M&E), we provide more than meeting and event planning services: we create connections that inspire, motivate and change behavior for our customers. As the world's most trusted and innovative meetings and events agency, BCD M&E cultivates a culture of people, passion and purpose to drive business forward. Headquartered in Chicago, with locations in 50+ countries across the world, BCD M&E's team of 1,800+ people are committed to sustainability and driving success for our customers, our business and ourselves. Our values are at the heart of everything we do, and we look for people that want to be a part of something special, can rise to our standards and love to bring their unique perspective to the table. While we can't guarantee every day will be the best (who can?), we can promise a community of people who genuinely care and lead with empathy, a flexible workplace with awesome perks and challenging work that means something. See what life is about at BCD M&E at About the role: We are recruiting for our London sourcing team and are currently looking for a Senior Venue Find Consultant to join our team on a full-time basis. Do you have international and UK meeting and venue sourcing, contracting, and negotiating expertise? If so, this opportunity may be for you. In this role you will be responsible for dealing directly with our clients; receiving their meeting & event requests, finding the perfect venue that fits their requirements, negotiating to ensure the price fits the budget and presenting the best solution to exceed expectations every time. Sound like you? Read on! As a Senior Venue Find Consultant , you will: Exceed client's expectations by delivering an initiative, quality service to meet the clients needs. To ensure relevant customer service levels are understood and consistently met or exceeded and to be suitably conversant in all relevant systems, and processes in line with customer requirements. Continually develop excellent venue destination knowledge through building positive relationships with key supplier contracts, attending familiarisation visits, destination workshops and webinars when required. Work as part of the team driven to find the right solutions, ensuring the client is supported and informed from start to finish on their journey with BCD Meetings and Events. This may involve liaising with other teams such as the BCD Meeting & Events finance team to ensure that all invoicing and financial matters are delivered to the client in a proactive and efficient manner. As a senior consultant you will assist the Team Manager as required on various matters including monitoring customer service levels and quality assurance. Also, you will assist with training and development of the consultants by sharing your knowledge and experience. Consistently apply and demonstrate venue and destination knowledge to all customers. Also be willing to constantly develop and expand your knowledge of the meetings & events industry, with both suppliers and destinations. You're good at: Previous experience and knowledge of meetings & events venues / destinations in the UK and Overseas is essential. You will have a flexible and proactive approach to work, while being able to juggle multiple priorities and projects with resilience under pressure. You will be comfortable with dealing with customers via phone, email and face to face. Experience of using MS Office including Excel and experience of entering and extracting data from various databases. Being motivated to provide the best customer service for each client while developing your own knowledge, skills and experience. To represent and show our values in your work manner by working to solve issues together as a team, acting with purpose and always doing what is right for the clients needs and the company. You might also have: Previous experience with venue booking systems. Proven negotiating and contracting experience with external suppliers. Our Benefits for this role: Life Assurance x2 your annual salary 25 days holiday plus bank holidays Birthday day off Holiday Purchase Scheme - allowing up to 5 additional holidays days Discounted rates on Hotels & Travel Gym & Fitness Discounts Private Healthcare Pension Scheme Company Sick pay Lifestyle Benefits You should know: This role is hybrid based with 3 days a week spent in the London office. The shift patterns for venue search are9-5:30, 8:30-5 or 9:30-6 on a rotate basis, with an hours lunch break You may be required to travel to attend company meetings / events or familiarisation trips in the UK or Overseas How to apply: Click apply now to be considered THE PERKS Flexible Working We believe that a flexible working environment is key to getting the best out of our teams. We will support you to work where you need to and when you need to, depending on how you work best. Room to Grow Our line of work and business structure challenge our people in a way that inspires growth, with learning and development built into every role. We give individuals ownership over the direction and speed in which they grow. Everyone has a voice We thrive on conversations that spark curiosity and empathy. No matter how big or how small, every voice is heard, considered and respected. Make your move The diversity of roles across BCD M&E's global locations means that our people often find new adventures during their time with us. Join us as a meeting planner role in the UK, stay for a global marketing career - there's always room to move. We've got you covered Our extensive benefits include comprehensive healthcare, retirement plans, continued education support, diverse work locations, travel and hotel discounts, volunteer and sustainability opportunities and a successful employee recognition program. We're positive. You'll love it. It starts from the top. Our leaders lead with positivity, believe in our people and trust us to do the right thing. There will always be support along your journey, in little and big ways.
NJR Recruitment are pleased to be recruiting for a national brand of financial planners who are looking to expand their team based in Harrogate with an experienced Administrator. Working from their office on the outskirts of Harrogate, the successful candidate will be providing ongoing support to the investment team and be helping with regular operational and administrative tasks, dealing with adviser queries, while ensuring strong service standards are maintained. What's in it for you? 25 days annual leave & Bank Holidays Additional day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance Charity volunteer days Excellent Training and Development This will be a varied role and some duties will include : Processing new business and providing management information Data input and ongoing management of client records Liaising with customers, providers and 3rd parties Creating and updating portfolio documentation such as quarterly factsheets General administration support across all areas of the business. What else we need from you? Proficient in Microsoft Programs - Excel especially. Ability to work under pressure and prioritise key tasks throughout the day Excellent communication/organisational skills, ability to work to strict deadlines Administrative/financial services experience would be beneficial. Strong attention to detail If you are looking to join a thriving firm and have experience as a strong administrator, then apply today or contact NJR Recruitment for more information quoting NJR14653
May 02, 2024
Full time
NJR Recruitment are pleased to be recruiting for a national brand of financial planners who are looking to expand their team based in Harrogate with an experienced Administrator. Working from their office on the outskirts of Harrogate, the successful candidate will be providing ongoing support to the investment team and be helping with regular operational and administrative tasks, dealing with adviser queries, while ensuring strong service standards are maintained. What's in it for you? 25 days annual leave & Bank Holidays Additional day off for your birthday Contributory pension scheme Private Healthcare Life assurance Health insurance Charity volunteer days Excellent Training and Development This will be a varied role and some duties will include : Processing new business and providing management information Data input and ongoing management of client records Liaising with customers, providers and 3rd parties Creating and updating portfolio documentation such as quarterly factsheets General administration support across all areas of the business. What else we need from you? Proficient in Microsoft Programs - Excel especially. Ability to work under pressure and prioritise key tasks throughout the day Excellent communication/organisational skills, ability to work to strict deadlines Administrative/financial services experience would be beneficial. Strong attention to detail If you are looking to join a thriving firm and have experience as a strong administrator, then apply today or contact NJR Recruitment for more information quoting NJR14653
Role: IFA Administrator Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations. Salary: Competitive and negotiable Location: Rawtenstall, UK Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
May 02, 2024
Full time
Role: IFA Administrator Square Peg Associates are currently recruiting for an IFA Adminsitrator to work within a super modern Financial Services business based in the heart of Rawtenstall. The business is experiencing significant growth and require an IFA Administrator/Assistant to the Paraplanner to help support the business operations. Salary: Competitive and negotiable Location: Rawtenstall, UK Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
Role: Assistant Paraplanner - Paraplanning Support Square Peg Associates are currently recruiting for an Assistant Paraplanner to work within successful firm based in Rawtenstall within the Finance sector. The business is experiencing significant growth and require an Assistant to the Paraplanner/Practice Manager to help support the business operations. Location: Rawtenstall Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
May 02, 2024
Full time
Role: Assistant Paraplanner - Paraplanning Support Square Peg Associates are currently recruiting for an Assistant Paraplanner to work within successful firm based in Rawtenstall within the Finance sector. The business is experiencing significant growth and require an Assistant to the Paraplanner/Practice Manager to help support the business operations. Location: Rawtenstall Role responsibilities: To ensure that client relationships can be optimised Assist with the daily operation by providing administrative support to the Paraplanning team. Completing simple advice letters and file preparation Chasing ceding scheme information and liaising with scheme providers. Maintain accurate client information and updating information (CFR) Specialist Training will be provided and obtain relevant accreditation on systems (knowledge of Salesforce would be advantageous). Maintain technical competence at an appropriate level to meet the requirements of the role. Support the day-to-day business operations liaising with other team members within the Practice. Knowledge and Experience Specification: Previous experience in an office support role, ideally in financial services or related sector (though not essential) Knowledge of relevant regulation and legislation (desirable) Experience of client management systems Experience of client care and building and maintaining client relationships Skills Specification: Excellent written communication skills Experience of Microsoft Office Good organisation skills and attention to detail Manages time effectively with the ability to multi-task. Keeps calm when faced with conflicting demands and handles these effectively. Demonstrates a positive attitude at all times. Works well on own tasks as well as on shared goals as part of a team. Open to change with a creative approach to problem solving. Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly.
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid working with up to four days each week working from home.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Responsibilities will include; Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions Carry out any necessary technical research Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome Work with the financial planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc Support the financial planner with tech Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. The package details; Salary to £50,000 Annual discretionary bonus Excellent Pension Group Life Assurance Group Income Protection Private Medical Insurance Employee Assistant Programme Generous Holiday Allowance Flexibens Package This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.
May 02, 2024
Full time
We are currently working with a national Wealth Management organisation to recruit an experienced Paraplanner. As a leading employer in the Financial Planning market, this company recognise the importance of offering flexibility to their staff and as such, they offer hybrid working with up to four days each week working from home.Their current requirement is for an experienced Paraplanner to join the business to provide technical paraplanning support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and the Financial Planning Administrators who will be providing you with administrative support. Responsibilities will include; Prepare complex suitability reports across a wide range of advice types, financial products, and investment solutions Carry out any necessary technical research Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times. Where necessary prompt and challenge Financial Planners to provide whatever additional information is necessary to achieve this outcome Work with the financial planner to ensure the correct client outcome is achieved Attend client meetings to support the Financial Planner gathering information for more complex pieces of advice, cashflow modelling etc Support the financial planner with tech Candidates should be experienced within the Wealth Management/Financial Planning remit and will hold the Diploma in Financial Planning as a minimum, those with Advanced Diploma Qualifications will have an advantage. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation. If you do choose to take advantage of the option to work from home on a regular basis, you will be provided with all of the hardware and software necessary to complete your job with maximum efficiency, as if you were in the office. The package details; Salary to £50,000 Annual discretionary bonus Excellent Pension Group Life Assurance Group Income Protection Private Medical Insurance Employee Assistant Programme Generous Holiday Allowance Flexibens Package This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain further exams.You will be joining a well-known and highly respected organisation with excellent career development opportunities.
plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the focus and their HNW Clients are supported by this professional team providing truly holistic Financial Advice. Opportunity Highlights High profile role within the business supporting a senior Director with a well-established Portfolio of HNW Clients Enjoy a Client facing role Confidence, exceptional attention to detail, ability to work unsupervised and working to the tightest of deadlines under present are key required personal characteristics. Work very closely with your Adviser gathering Client information carrying out research and technical assessment of cases to produce effective and technical suitability letters on complex cases. Opportunity to mentor more junior paraplanners Demonstrate the ability to build a strong proactive working relationship with your Adviser. Opportunity to demonstrate analytical thinking, strong written communication skills, technical expertise, and an exceptional client focus. Diploma Qualified ideally working towards Chartered Status Minimum of 3 to 4 years Paraplanning experience is required. If you are interested in discussing this opportunity further, contact Camilla Howden.
May 02, 2024
Full time
plus study towards Chartered Status, hybrid working, beautiful working conditions, excellent social environment, long list of benefits. Join this award-winning independent London based firm and enjoy the Client focussed culture, where referrals and recommendations are the focus and their HNW Clients are supported by this professional team providing truly holistic Financial Advice. Opportunity Highlights High profile role within the business supporting a senior Director with a well-established Portfolio of HNW Clients Enjoy a Client facing role Confidence, exceptional attention to detail, ability to work unsupervised and working to the tightest of deadlines under present are key required personal characteristics. Work very closely with your Adviser gathering Client information carrying out research and technical assessment of cases to produce effective and technical suitability letters on complex cases. Opportunity to mentor more junior paraplanners Demonstrate the ability to build a strong proactive working relationship with your Adviser. Opportunity to demonstrate analytical thinking, strong written communication skills, technical expertise, and an exceptional client focus. Diploma Qualified ideally working towards Chartered Status Minimum of 3 to 4 years Paraplanning experience is required. If you are interested in discussing this opportunity further, contact Camilla Howden.
Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package £22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role Overview To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently. Key Outputs To generate new business opportunities through a combination of inbound and outbound calls Discussing customer's pensions to understand if our service would be suitable Making live transfers or booking future appointments for the Wealth Management Guidance Team Working towards productivity and conversion KPI's To provide professional and efficient administrative support to the Wealth Management Team Preparing new business applications Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc. Updating Customer records following every interaction Managing pipeline to ensure that customers are kept updated throughout their experience Updating Customer records following every interaction Adhering to Anti?-?Money Laundering, customer validation and DPA requirements/guidelines at all times Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion Other ad?-?hoc duties as and when required by the business About us Not your typical financial services firm Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive. We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve. Our Values: Customer first Be Respectful - Treat customers and colleagues at all levels with dignity and respect. Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague. Raise the bar Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development - Take responsibility for your personal development and that of the business. Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others. Do the right thing Be Accountable - Take responsibility for your actions and learn from any mistakes. Keep Your Promises - Do what you say you'll do, when you say you'll do it. Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback. Win together Collaborate & Share - Be generous with your time and ideas, working with and for the wider team. Appreciate others -Recognise the contribution made by every colleague to the success of our business. Focus on Solutions - Show resilience and determination, focusing on the solution not the problem. The person : Overview: An enthusiastic and highly organised individual with great attention to detail. The ability to apply a methodical approach to tasks, particularly when working to deadlines or under pressure. Able to work as part of a team, keen to lend a hand and help colleagues when and where necessary. Strong communication skills are essential - providing clear and accurate updated to both colleagues and customers. Motivated to provide a high level of customer service to help ensure our customers have the best experience. Skills and knowledge: Essential Ability to work within a team environment and on own initiative. You will be able to hit the ground running and integrate with the team quickly as this role will be one of the key customer contact points to ensuring the success of the business. Desirable Previous inbound / outbound telephone experience Evidence of performing to targets Previous pension administration experience Experience working within Financial Services across a broad spectrum of business areas Diary management experience Qualifications: General education GCSE A-C or equivalent in Maths and English Financial services qualifications CII exams are desirable but not mandatory. Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
May 02, 2024
Full time
Job role: Wealth Management Specialist Support Reports to: Client Support Team Manager Location Leeds Package £22,500 - £25,000 (up to £28kOTE) depending on experience plus benefits package Hours of work 37.5 hours per week. Hours of work will be flexible and dictated by the needs of the business, therefore it is expected that the successful applicant will work those hours necessary to successfully discharge the duties of the role. About the Role Overview To provide first line support to our team of consultants, Financial Planners and customers. To manage the pipeline of applications and ensure business is completed quickly and efficiently. Key Outputs To generate new business opportunities through a combination of inbound and outbound calls Discussing customer's pensions to understand if our service would be suitable Making live transfers or booking future appointments for the Wealth Management Guidance Team Working towards productivity and conversion KPI's To provide professional and efficient administrative support to the Wealth Management Team Preparing new business applications Liaising with team members to pick up ad hoc tasks, i.e. re-arranging appointments, responding to customer queries, etc. Updating Customer records following every interaction Managing pipeline to ensure that customers are kept updated throughout their experience Updating Customer records following every interaction Adhering to Anti?-?Money Laundering, customer validation and DPA requirements/guidelines at all times Providing efficient and timely support to both consultants and planners to support the growth of the business and improve conversion Other ad?-?hoc duties as and when required by the business About us Not your typical financial services firm Established in 2004, Age Partnership has held true to its pledge to improve the markets in which we operate for the benefit of customers. We do this by delivering world?-?class customer experiences, continually innovating and embracing digital technology to make dealing with the company both efficient and engaging. At Age Partnership we accept nothing other than being the best at what we do, and this objective is reinforced by an environment in which colleagues are encouraged to engage, to learn and to flourish. Significant in?-?house training and development facilities and empowerment of colleagues are just a couple of components that have helped this culture to thrive. We strive in becoming a household name that is synonymous with excellence. Added to this we want to work, collaborating with all our partners and suppliers to enable our customers benefit from the relationship. It sounds simple but it needs to be worked on to achieve. Our Values: Customer first Be Respectful - Treat customers and colleagues at all levels with dignity and respect. Show awareness - Be aware of how your actions and behaviours affect customers, colleagues and the business. Go Above & Beyond - Always aim to exceed expectations, giving your very best to every customer and colleague. Raise the bar Embrace Change - Treat change as an opportunity to improve, welcoming new ideas and ways of working. Commit to Development - Take responsibility for your personal development and that of the business. Be Proud & Lead By Example - Take pride in yourself and your work, acting as a positive role model for others. Do the right thing Be Accountable - Take responsibility for your actions and learn from any mistakes. Keep Your Promises - Do what you say you'll do, when you say you'll do it. Be Courageous & Honest - Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback. Win together Collaborate & Share - Be generous with your time and ideas, working with and for the wider team. Appreciate others -Recognise the contribution made by every colleague to the success of our business. Focus on Solutions - Show resilience and determination, focusing on the solution not the problem. The person : Overview: An enthusiastic and highly organised individual with great attention to detail. The ability to apply a methodical approach to tasks, particularly when working to deadlines or under pressure. Able to work as part of a team, keen to lend a hand and help colleagues when and where necessary. Strong communication skills are essential - providing clear and accurate updated to both colleagues and customers. Motivated to provide a high level of customer service to help ensure our customers have the best experience. Skills and knowledge: Essential Ability to work within a team environment and on own initiative. You will be able to hit the ground running and integrate with the team quickly as this role will be one of the key customer contact points to ensuring the success of the business. Desirable Previous inbound / outbound telephone experience Evidence of performing to targets Previous pension administration experience Experience working within Financial Services across a broad spectrum of business areas Diary management experience Qualifications: General education GCSE A-C or equivalent in Maths and English Financial services qualifications CII exams are desirable but not mandatory. Full support will be provided should the candidate wish to enhance their learning/knowledge career further to progress to a paraplanner or financial planner.
IFA Administrator £24,000 to £30,000 plus benefits IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support to Financial Planners you will be responsible for - communications internally with Advisors, Paraplanners and Managers new business provider and third-party liaison compliance and record keeping client management via industry database client contact prepare for client meetings Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
May 02, 2024
Full time
IFA Administrator £24,000 to £30,000 plus benefits IFA Administrator required by this forward-thinking wealth management firm that provides advice across the full range of financial planning for Private Clients and Businesses. The firm is hugely successful, well known in the area and regarded as a top employer in the IFA sector. Working in support to Financial Planners you will be responsible for - communications internally with Advisors, Paraplanners and Managers new business provider and third-party liaison compliance and record keeping client management via industry database client contact prepare for client meetings Applicants must have core support experience within an IFA or other wealth management environment whilst also possessing excellent relationship skills and good technical knowledge across Pensions and Investments. JohnstonGreer is a recruitment agency that specialises in the Financial Services and Pensions sectors. JohnstonGreer operates as an Employment Agency in providing permanent job seeking services.
Hybrid working - Dorset based Ideal candidate will have experience of working within an advice environment Experience of using CRM systems such as Intelligent Office, X-Plan and CURO Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of attention to detail and enjoys working as part of a team. We have placed a few candidates with this client and have received excellent feedback on the company's ethos and culture. Key responsibilities: Provide administrative support, in line with procedures, to the Financial Planners in their work with clients, including direct liaison with clients when necessary, assisting in preparing suitability reports, preparation of annual review packs, drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required Maintain active monitoring of client focussed activity on platforms to ensure that all actions are completed, and activities completed within the required timeframes Liaison with third-party providers to manage any administrative issues and obtain client specific information as required Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times Keep up to date with all relevant product, legislative and technical changes, as required To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives. Above all, the aim is to deliver good outcomes for customers at all times An ideal candidate will have previous experience of working within an advice environment along with liaising with third party providers such as a platform and product providers. Be highly organised & methodical, with excellent attention to detail, communication, numerical and IT skills.
May 02, 2024
Full time
Hybrid working - Dorset based Ideal candidate will have experience of working within an advice environment Experience of using CRM systems such as Intelligent Office, X-Plan and CURO Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset. Our client is committed to providing holistic financial planning and advice to individuals, households, trustees, and businesses. They are actively seeking someone who is client focused with a high level of attention to detail and enjoys working as part of a team. We have placed a few candidates with this client and have received excellent feedback on the company's ethos and culture. Key responsibilities: Provide administrative support, in line with procedures, to the Financial Planners in their work with clients, including direct liaison with clients when necessary, assisting in preparing suitability reports, preparation of annual review packs, drafting letters/emails and sending information to clients in line with the reporting schedule or on an ad-hoc basis as required Maintain active monitoring of client focussed activity on platforms to ensure that all actions are completed, and activities completed within the required timeframes Liaison with third-party providers to manage any administrative issues and obtain client specific information as required Comply with the relevant compliance, TCF, T&C and financial crime (anti-money laundering, data security, anti-bribery, fraud and corruption) procedures of the firm at all times Follow appropriate ethical standards within the firm at all times and comply with the Financial Services and Markets Act 2000 and relevant FCA rules at all times Keep up to date with all relevant product, legislative and technical changes, as required To be responsible for the proactive and positive implementation of Consumer Duty, to pay due regard to the interests of customers and treat them fairly, act in good faith towards retail customers, avoid causing foreseeable harm and enable and support retail customers to pursue their financial objectives. Above all, the aim is to deliver good outcomes for customers at all times An ideal candidate will have previous experience of working within an advice environment along with liaising with third party providers such as a platform and product providers. Be highly organised & methodical, with excellent attention to detail, communication, numerical and IT skills.
Job Title: Planning Director Location: Sheffield Penguin Recruitment is delighted to be supporting a Multidisciplinary who are looking for a Planning Director to join the team in the Sheffield office. With the support of other members of the senior management team, the Director will assume leadership of the Sheffield Planning Office with the expectation that they will further develop its profile and build upon its well-established project portfolio which includes residential and affordable housing, urban regeneration, solar and renewable energy projects, enforcement matters, as well as a track record of providing expert advice to Local Authorities, assisting them with Development Management caseload and estate management. Role and Responsibilities You will confidently lead on projects and engage in both development management and development plan / policy work. This will include, but is not limited to, managing major planning applications, planning appeals, Local Plan representations, site promotion, Local Plan Examination and public inquiry work. You should have experience of managing professional teams and be able to provide leadership and vision. With excellent stakeholder management skills, you will be at the forefront of client development and will be required to attend networking events to promote the company. You should be client facing and have a strong and proven record in business development. You should have a network of contacts and definitive targets for sectors in which to generate the next stage of growth for the Office. As Office Director, you will assume responsibility for the financial and performance planning of the Office and will be expected to participate and contribute to wider company management. Key responsibilities and accountabilities are set out as follows; Manage and grow the established Planning team; Provide leadership and mentoring for the office and team as it grows; Development of the client base including oversight of existing client instructions and development of new client opportunities; Manage the workloads and professional development of staff ensuring that all the required standards are met; Manage and maintain the Office profitability, including client accounts, budgeting, and income projections; Develop and secure specific opportunities in identifiable growth sectors; Contribute to Companywide business and development strategy; and, Accountability to the Board of Directors and the Managing Director Qualifications and Requirements My client is looking for a qualified Town Planner ideally with at least 10 years + professional experience preferably in private sector consultancy or a mixture with public sector and client-side roles. Candidates should have a postgraduate qualification in Planning and be a chartered member of the Royal Town Planning Institute (RTPI). Salary and Benefits Remuneration will be commensurate with the abilities and potential of the successful candidate and will include a competitive salary, performance linked bonus scheme, access to the Company Pension Scheme, health insurance and other fringe benefits. A staff member has the added benefit of an element of bonuses being tax free and a future potential payment based on their part ownership of the Company. More information will be shared at the interview stage. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
May 02, 2024
Full time
Job Title: Planning Director Location: Sheffield Penguin Recruitment is delighted to be supporting a Multidisciplinary who are looking for a Planning Director to join the team in the Sheffield office. With the support of other members of the senior management team, the Director will assume leadership of the Sheffield Planning Office with the expectation that they will further develop its profile and build upon its well-established project portfolio which includes residential and affordable housing, urban regeneration, solar and renewable energy projects, enforcement matters, as well as a track record of providing expert advice to Local Authorities, assisting them with Development Management caseload and estate management. Role and Responsibilities You will confidently lead on projects and engage in both development management and development plan / policy work. This will include, but is not limited to, managing major planning applications, planning appeals, Local Plan representations, site promotion, Local Plan Examination and public inquiry work. You should have experience of managing professional teams and be able to provide leadership and vision. With excellent stakeholder management skills, you will be at the forefront of client development and will be required to attend networking events to promote the company. You should be client facing and have a strong and proven record in business development. You should have a network of contacts and definitive targets for sectors in which to generate the next stage of growth for the Office. As Office Director, you will assume responsibility for the financial and performance planning of the Office and will be expected to participate and contribute to wider company management. Key responsibilities and accountabilities are set out as follows; Manage and grow the established Planning team; Provide leadership and mentoring for the office and team as it grows; Development of the client base including oversight of existing client instructions and development of new client opportunities; Manage the workloads and professional development of staff ensuring that all the required standards are met; Manage and maintain the Office profitability, including client accounts, budgeting, and income projections; Develop and secure specific opportunities in identifiable growth sectors; Contribute to Companywide business and development strategy; and, Accountability to the Board of Directors and the Managing Director Qualifications and Requirements My client is looking for a qualified Town Planner ideally with at least 10 years + professional experience preferably in private sector consultancy or a mixture with public sector and client-side roles. Candidates should have a postgraduate qualification in Planning and be a chartered member of the Royal Town Planning Institute (RTPI). Salary and Benefits Remuneration will be commensurate with the abilities and potential of the successful candidate and will include a competitive salary, performance linked bonus scheme, access to the Company Pension Scheme, health insurance and other fringe benefits. A staff member has the added benefit of an element of bonuses being tax free and a future potential payment based on their part ownership of the Company. More information will be shared at the interview stage. Interested? The hiring manager is looking to meet with suitable candidates ASAP so if you meet the above criteria, please contact Josh Jones on (phone number removed) or (url removed)
We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Xplan. This role also offers hybrid working 3 days in the office 2 days from home Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work Good knowledge of Xplan
May 01, 2024
Full time
We are currently recruiting for a highly regarded Financial Planning practice based in London who are looking to recruit a Technical IFA Administrator to provide technical administrative support to the Paraplanners and Financial Advisers within the firm. The successfull candidate will have good knowledge of Xplan. This role also offers hybrid working 3 days in the office 2 days from home Key Contributions: Maintaining good relationships with all clients of the business; enhancing the profile of the Company among its clients and community. Accurate upkeep of the client details to ensure accurate records are maintained. Supporting the developing and maintenance of internal processes to help maintain business flow and agreed service standards. Providing technical information to ensure workflows are followed and standards adhered. Conduct themselves in a professional manner at all times, whist adhering to regulatory demands. Key Tasks and Responsibilities: Obtaining full policy information Producing client Annual Review Reports Dealing with client queries Assisting with product research Processing applications Upkeep of company database with full and accurate client records Liaising with product providers and other relevant third parties Individual workflow and task delivery Generate FE Performance Reports Supporting the delivery of and achievement of the client service standards Working alongside the paraplanners and administrators to ensure smooth delivery of work Good knowledge of Xplan