Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
Sep 01, 2025
Full time
Wealth Management Assistant Coventry/Hybrid working (MUST be a driver) Salary up to £40,000 NJR is currently working with a well-established Wealth Management practice who provide a professional and bespoke Wealth Management service to their Private Client's, Business Owners, Trustees and Sports professionals and now have an excellent opportunity for an ambitious Wealth Management Executive to join their highly successful practice. The purpose of the role will be to provide administrative support to the Principal Partner to ensure that the relationships between the Practice and Private clients can be optimised. Maintain existing business with current clients, grow business relationships with current clients, and assist in bringing new clients on board. To support the Principal Partner when informing and advising clients on the financial strategies, plans and products, and organise the technical task, illustrations, and reports. The role will involve supporting their top performing Advisors, you will ned to have industry related experience to be considered for this role and be fully confident in processing new business and also able to adapt to a fast-paced working environment. Our Client offer a friendly working environment and culture, who also promote and encourage development within the business. Responsibilities o Support clients/Adviser by researching and analysing clients' requirements. o Prepare new business files, with the use of an external Paraplanner (where appropriate) taking full responsibility for the client files and back-office IT records throughout the advice process. o Deal effectively with queries from clients and other parties through effective communication. o Help clients better understand the full potential of our products. o Provide client/Adviser support in relation to existing client needs including but not limited to preparing valuations, withdrawals, deceased clients, change of address, change in client circumstances, pension sharing orders. o Provide support as required to all departments within the Practice, including the Management team. o Support the Practice to ensure the end-to-end business process is adhered to and tracked efficiently in line with Practice and regulatory standards. o Fully analyse clients' requirements, develop, where appropriate, cash flow models and accurately record client data. o Research and analyse financial products to meet client requirements and objectives. o Construct financial planning solutions investment, retirement, tax and estate planning supported by the production of computer models and reports. o Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models. o Deal with general client queries and attend client meetings with the Partner if required. o Work with other practice colleagues to ensure application and provider forms are prepared as required and clients are updated throughout the process. o Work within and stay up to date with template changes and advice notes. o Process New Business in line with SJP compliance guidelines. o Maintain accurate records of all client contact. o Answer incoming calls in a professional manner. o Provide an excellent level of customer service to Practice clients. o Adhoc project work that may be required from time to time. o Any other reasonable tasks that may be required by the Business. Knowledge and experience: o Previous paraplanning experience within an IFA or Wealth Management environment. o Minimum Level 4 Diploma PFS qualified or working towards it (or FPC qualified with significant industry experience). o Familiar with all major research systems (e.g. Analytics, Voyant etc.) o Experience of the Pension Transfer market, a knowledge of Final Salary Pension Transfer market would be desirable. o Experience of the administration of IHT and/or Investment products. o Demonstrates up to date knowledge of relevant regulation and legislation. Skills and behaviours: o Able to transpose information accurately. o Strong numeracy skills. o Comfortable using templated Suitability Letters. o Confident in dealing with third parties and can work with total discretion. o Highly organised with excellent communication skills. o Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel). o Exceptional attention to detail. o Manages time effectively with the ability to multi-task. o Keeps calm when faced with conflicting demands and handles these effectively. o Demonstrates a positive attitude at all times. o Works well on own tasks as well as on shared goals as part of a team. o Enthusiasm to help clients. If this sounds like you apply directly or for further information speak to one of our specialist consultants quoting reference NJR15881
Job Title: Paediatric Occupational Therapist - Mainstream or SEN Schools Location: South London Pay Rates: Band 5 - Up to 25 per hour Band 6 - Up to 34 per hour Contract: Full time and Part time About the Role: We are seeking a dedicated and experienced Paediatric Occupational Therapist to work within mainstream and/or Special Educational Needs (SEN) schools across South London. This is an exciting opportunity to support children's development, enabling them to participate fully in their educational environment. Key Responsibilities: Assess and provide therapy to children with a variety of developmental, sensory, and physical needs Develop and implement individualized intervention plans tailored to children's needs Collaborate closely with teachers, parents, and multidisciplinary teams to support children's progress Provide advice and training to school staff on occupational therapy strategies Maintain thorough records and contribute to service evaluations Person Specification: HCPC registered Occupational Therapist Experience working with paediatric populations, ideally in educational settings (mainstream and/or SEN schools) Knowledge of child development and occupational therapy approaches for children with diverse needs Strong communication and teamwork skills Ability to work independently and manage caseloads efficiently What We Offer: Competitive hourly rates: Band 5 up to 25, Band 6 up to 34 Flexible working hours to suit your availability Supportive and collaborative working environment Opportunities for professional growth and development To apply, please submit your CV and a cover letter detailing your relevant experience and your passion for paediatric occupational therapy or call me on (phone number removed). We also offer a referral fee of 300 for successful candidates so if you know who may be interested, please do also get touch. Referrals are paid after 8 weeks work Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number (phone number removed). Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
Sep 01, 2025
Contractor
Job Title: Paediatric Occupational Therapist - Mainstream or SEN Schools Location: South London Pay Rates: Band 5 - Up to 25 per hour Band 6 - Up to 34 per hour Contract: Full time and Part time About the Role: We are seeking a dedicated and experienced Paediatric Occupational Therapist to work within mainstream and/or Special Educational Needs (SEN) schools across South London. This is an exciting opportunity to support children's development, enabling them to participate fully in their educational environment. Key Responsibilities: Assess and provide therapy to children with a variety of developmental, sensory, and physical needs Develop and implement individualized intervention plans tailored to children's needs Collaborate closely with teachers, parents, and multidisciplinary teams to support children's progress Provide advice and training to school staff on occupational therapy strategies Maintain thorough records and contribute to service evaluations Person Specification: HCPC registered Occupational Therapist Experience working with paediatric populations, ideally in educational settings (mainstream and/or SEN schools) Knowledge of child development and occupational therapy approaches for children with diverse needs Strong communication and teamwork skills Ability to work independently and manage caseloads efficiently What We Offer: Competitive hourly rates: Band 5 up to 25, Band 6 up to 34 Flexible working hours to suit your availability Supportive and collaborative working environment Opportunities for professional growth and development To apply, please submit your CV and a cover letter detailing your relevant experience and your passion for paediatric occupational therapy or call me on (phone number removed). We also offer a referral fee of 300 for successful candidates so if you know who may be interested, please do also get touch. Referrals are paid after 8 weeks work Eden Brown Synergy is an equal opportunities employer. Eden Brown Limited is a limited company registered in England and Wales with registered number (phone number removed). Our registered address is 5th floor 4 Coleman Street, London, EC2R 5AR, part of nGAGE Specialist Recruitment Limited T/A nGAGE Talent. Please consider the environment before printing this e-mail. This message is intended solely for the addressee and may contain confidential information. If you have received this message in error, please send it back to us, and immediately and permanently delete it. Do not use, copy or disclose the information contained in this message or in any attachment. We take reasonable precautions to ensure no viruses are present in this email but cannot accept responsibility for any loss or damage sustained as a result of computer viruses and the recipient must ensure that the email (and attachments) are virus free.
Your new company Our client is a leading developer and asset manager who operates across multiple asset classes, and has a strong track record spanning over 25 years. They are one of the UK's largest privately owned property investment and development firms. In the last 25 years, they have completed some of the largest, complex UK property deals and built a 9 billion portfolio. Due to continued growth and success, they are looking for a detail-oriented individual who is recently qualified or in the early stage of their career post-APC.This is an opportunity to work in a diverse team with market-leading experience of the strategic management of large portfolios under the Group's ownership. The extent of the holding generates strategy work, valuations, disposals of properties (ranging from 100k to 100m UK wide), progressing planning applications for the optimal use prior to sale or development (residential and commercial) and direct development. This includes supporting our sister company in the delivery of any JV type projects they undertake with major housebuilders. Your new role They are looking for a motivated and enthusiastic individual to work with the Senior Commercial Manager (SCM). The list of responsibilities below is not exhaustive but includes: Support the SCM with all commercial activities across development & disposal projects. Manage external consultants to undertake tender exercises for any potential strip out / demolition projects Tender for technical consultants & manage said consultants to support all aspects of input required for disposal and development projects Provide input to viability exercises to support development & disposals managers assessments for every site Support the wider team in the disposal of a variety of commercial property assets from portfolios nationwide. Support in the viability assessment of individual sites with construction & technical input Build and maintain a database of costs and tender prices to inform development and disposal assessment. Build relationships with consultants & contractors What you'll need to succeed A proactive and analytical mindset, with a keen interest in development and disposal projects. Contractor / consultancy experience considered on equal merit Strong proficiency in Microsoft Excel Good understanding of JCT/NFDC contracts Ability to understand and interpret data/cashflows Current knowledge of the commercial and residential property markets, with a good understanding of the technical aspects of construction Excellent organisational skills, with the ability to manage multiple work streams and meet deadlines Strong communication /presentation skills for effective collaboration with consultants and stakeholders MRICS qualified What you'll get in return Competitive Salary Discretionary, non-contractual bonus award (based on both personal and company performance) Double match stakeholder pension scheme capped at 10% (e.g. if an employee contributes 5% of salary, the company will contribute an additional 10%) 25-days holiday Maternity leave - full pay for six months (subject to six months' service) (then SMP as applicable for remainder of statutory maternity leave period) Paternity leave - full pay for four weeks (after six months' service) or two weeks (less than six months' service) Life Assurance - 2 x basic salary, or 4 x basic salary on joining the pension scheme. Private Medical insurance - single cover (with ability to self-fund family cover). Discounted dental insurance scheme. Income protection insurance (after one year's service) Interest-free Season Ticket loan Electric vehicle lease scheme Cycle to work scheme Give As You Earn scheme/matched charity fundraising (max 2,500 pa) Employee Assistance Programme offering a range of advice/support resources Financial support for a relevant professional membership subscription Financial and other support for appropriate professional study or CPD Wellbeing initiatives (including Wellbeing room and chair massages in London office Social and sporting activities Car allowance (role specific) 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)
Sep 01, 2025
Full time
Your new company Our client is a leading developer and asset manager who operates across multiple asset classes, and has a strong track record spanning over 25 years. They are one of the UK's largest privately owned property investment and development firms. In the last 25 years, they have completed some of the largest, complex UK property deals and built a 9 billion portfolio. Due to continued growth and success, they are looking for a detail-oriented individual who is recently qualified or in the early stage of their career post-APC.This is an opportunity to work in a diverse team with market-leading experience of the strategic management of large portfolios under the Group's ownership. The extent of the holding generates strategy work, valuations, disposals of properties (ranging from 100k to 100m UK wide), progressing planning applications for the optimal use prior to sale or development (residential and commercial) and direct development. This includes supporting our sister company in the delivery of any JV type projects they undertake with major housebuilders. Your new role They are looking for a motivated and enthusiastic individual to work with the Senior Commercial Manager (SCM). The list of responsibilities below is not exhaustive but includes: Support the SCM with all commercial activities across development & disposal projects. Manage external consultants to undertake tender exercises for any potential strip out / demolition projects Tender for technical consultants & manage said consultants to support all aspects of input required for disposal and development projects Provide input to viability exercises to support development & disposals managers assessments for every site Support the wider team in the disposal of a variety of commercial property assets from portfolios nationwide. Support in the viability assessment of individual sites with construction & technical input Build and maintain a database of costs and tender prices to inform development and disposal assessment. Build relationships with consultants & contractors What you'll need to succeed A proactive and analytical mindset, with a keen interest in development and disposal projects. Contractor / consultancy experience considered on equal merit Strong proficiency in Microsoft Excel Good understanding of JCT/NFDC contracts Ability to understand and interpret data/cashflows Current knowledge of the commercial and residential property markets, with a good understanding of the technical aspects of construction Excellent organisational skills, with the ability to manage multiple work streams and meet deadlines Strong communication /presentation skills for effective collaboration with consultants and stakeholders MRICS qualified What you'll get in return Competitive Salary Discretionary, non-contractual bonus award (based on both personal and company performance) Double match stakeholder pension scheme capped at 10% (e.g. if an employee contributes 5% of salary, the company will contribute an additional 10%) 25-days holiday Maternity leave - full pay for six months (subject to six months' service) (then SMP as applicable for remainder of statutory maternity leave period) Paternity leave - full pay for four weeks (after six months' service) or two weeks (less than six months' service) Life Assurance - 2 x basic salary, or 4 x basic salary on joining the pension scheme. Private Medical insurance - single cover (with ability to self-fund family cover). Discounted dental insurance scheme. Income protection insurance (after one year's service) Interest-free Season Ticket loan Electric vehicle lease scheme Cycle to work scheme Give As You Earn scheme/matched charity fundraising (max 2,500 pa) Employee Assistance Programme offering a range of advice/support resources Financial support for a relevant professional membership subscription Financial and other support for appropriate professional study or CPD Wellbeing initiatives (including Wellbeing room and chair massages in London office Social and sporting activities Car allowance (role specific) 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)
Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. 1 Saturday off per month. We are looking for an experienced and knowledgeable Lettings Manager to lead a Lettings operation where you will work with an established team and will oversee the end-to-end lettings process, ensure compliance with current lettings legislation, and manage a team of 2 Property Managers, Lettings Administrator and a Senior Lettings Negotiator. You will need extensive experience in Residential Lettings and a thorough understanding of legislation with a proactive, customer-focused attitude. Lettings Manager The role will be ideal for a Senior Lettings Consultant looking to make the next step in their career or someone currently working in a management role already, but within an environment which is failing to recognise their full potential or limited opportunity to improve earning potential. Lettings Manager Manage all aspects of the lettings process from instruction to move-in. Ensure compliance with all relevant letting s legislation and regulatory requirements. Must be up to date with The Renters Rights Bill. Conduct property rental valuations and viewings as required alongside the Senior Lettings Negotiator. Liaise with landlords and tenants. Manage tenancy agreements, renewals, deposit handling, and right-to-rent checks alongside. Keep up to date with changing legislation and implement necessary process changes. Develop and maintain strong relationships with landlords and tenants. Work to agreed targets and KPI's, including lettings performance and occupancy rates. Coordinate with property management and accounts team as needed. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
Sep 01, 2025
Full time
Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. 1 Saturday off per month. We are looking for an experienced and knowledgeable Lettings Manager to lead a Lettings operation where you will work with an established team and will oversee the end-to-end lettings process, ensure compliance with current lettings legislation, and manage a team of 2 Property Managers, Lettings Administrator and a Senior Lettings Negotiator. You will need extensive experience in Residential Lettings and a thorough understanding of legislation with a proactive, customer-focused attitude. Lettings Manager The role will be ideal for a Senior Lettings Consultant looking to make the next step in their career or someone currently working in a management role already, but within an environment which is failing to recognise their full potential or limited opportunity to improve earning potential. Lettings Manager Manage all aspects of the lettings process from instruction to move-in. Ensure compliance with all relevant letting s legislation and regulatory requirements. Must be up to date with The Renters Rights Bill. Conduct property rental valuations and viewings as required alongside the Senior Lettings Negotiator. Liaise with landlords and tenants. Manage tenancy agreements, renewals, deposit handling, and right-to-rent checks alongside. Keep up to date with changing legislation and implement necessary process changes. Develop and maintain strong relationships with landlords and tenants. Work to agreed targets and KPI's, including lettings performance and occupancy rates. Coordinate with property management and accounts team as needed. Lettings Manager All staff are expected to be all-rounders so basically everyone in the office can do everyone else's job. Lettings Manager Basic salary to £35,000 plus £1,500 car allowance plus both personal and office commission. On target earnings are very realistically £60,000 to £65,000. Kings Permanent Recruitment for Estate Agents hits 18 years of successful trading. A milestone to be proud of Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Steve King on LinkedIn.
