A skilled Business Administrator with 3+yrs experience is needed to join the team at Sim & Skills Ltd in Chesterfield. We are the UK's fastest-growing healthcare simulation equipment company. Our mission is to provide everything our customers need to succeed in healthcare simulation. We are looking for a best-in-class candidate. You will need to stand out so please be creative and grasp your opportunity to work in a very successful, fast-paced, startup company with world-beating ambition. About the role: As the Business Administrator at Sim & Skills HQ in Chesterfield, you will be responsible for overseeing the daily administrative operations of the business, ensuring efficiency, productivity, and compliance with company policies and procedures. The Business Administrator plays a pivotal role in supporting all departments and facilitating smooth communication channels within the organisation. This position requires strong leadership skills, excellent problem-solving abilities, and a keen eye for detail. Key Responsibilities include: Manage daily administrative tasks, including scheduling, filing, record-keeping, and managing correspondence, to ensure smooth office operations. Streamline workflows by developing and implementing efficient office procedures, optimizing productivity. Maintain office equipment and supply inventory, overseeing upkeep and ensuring availability of necessary items. Provide administrative support to the board of directors, including scheduling meetings, arranging travel, and organizing events. Assist with budget planning, monitor expenditures to adhere to financial guidelines, and manage payroll, invoices, and expenses. Conduct financial account reconciliations, prepare financial reports, and manage credit control and overdue invoices. Support HR functions by coordinating recruitment, maintaining employee records, and ensuring legal compliance, serving as a point of contact for employee inquiries. Enhance inter-departmental communication and coordination, schedule and manage logistics for meetings and events, and act as a liaison between management and staff. Ensure adherence to company policies and regulatory requirements, staying informed about industry standards and implementing measures for asset protection. Oversee the administration of quality management systems and procedures, ensuring continuous improvement in administrative processes and compliance. Required skills: Level 3 or above in Business Administration 3 years minimum work experience in a business administration role A proactive attitude towards learning and development. Exceptional communication skills, both written and verbal. Strong problem-solving abilities and attention to detail. Empathy and the ability to handle difficult situations with patience and professionalism. Ability to work well in a team environment and collaborate effectively with colleagues. Proficient in using CRM software, Microsoft Office, and Google Workspace. Benefits incude: Pension Private health, dental, and optical cover Life insurance Company bonus scheme Sounds interesting? Click the APPLY button to send your CV for immediate consideration. Candidates with previous experience or job titles, including; Office Coordinator, Admin Assistant, Administration Assistant, Administrative Assistant, Office Manager, Administrative Coordinator, Office Support Specialist, Office Clerk, Office Associate, Sales Administrator, Administrative Specialist, Office Operations Coordinator, and Front Office Administrator, may also be considered for this role.
Mar 29, 2024
Full time
A skilled Business Administrator with 3+yrs experience is needed to join the team at Sim & Skills Ltd in Chesterfield. We are the UK's fastest-growing healthcare simulation equipment company. Our mission is to provide everything our customers need to succeed in healthcare simulation. We are looking for a best-in-class candidate. You will need to stand out so please be creative and grasp your opportunity to work in a very successful, fast-paced, startup company with world-beating ambition. About the role: As the Business Administrator at Sim & Skills HQ in Chesterfield, you will be responsible for overseeing the daily administrative operations of the business, ensuring efficiency, productivity, and compliance with company policies and procedures. The Business Administrator plays a pivotal role in supporting all departments and facilitating smooth communication channels within the organisation. This position requires strong leadership skills, excellent problem-solving abilities, and a keen eye for detail. Key Responsibilities include: Manage daily administrative tasks, including scheduling, filing, record-keeping, and managing correspondence, to ensure smooth office operations. Streamline workflows by developing and implementing efficient office procedures, optimizing productivity. Maintain office equipment and supply inventory, overseeing upkeep and ensuring availability of necessary items. Provide administrative support to the board of directors, including scheduling meetings, arranging travel, and organizing events. Assist with budget planning, monitor expenditures to adhere to financial guidelines, and manage payroll, invoices, and expenses. Conduct financial account reconciliations, prepare financial reports, and manage credit control and overdue invoices. Support HR functions by coordinating recruitment, maintaining employee records, and ensuring legal compliance, serving as a point of contact for employee inquiries. Enhance inter-departmental communication and coordination, schedule and manage logistics for meetings and events, and act as a liaison between management and staff. Ensure adherence to company policies and regulatory requirements, staying informed about industry standards and implementing measures for asset protection. Oversee the administration of quality management systems and procedures, ensuring continuous improvement in administrative processes and compliance. Required skills: Level 3 or above in Business Administration 3 years minimum work experience in a business administration role A proactive attitude towards learning and development. Exceptional communication skills, both written and verbal. Strong problem-solving abilities and attention to detail. Empathy and the ability to handle difficult situations with patience and professionalism. Ability to work well in a team environment and collaborate effectively with colleagues. Proficient in using CRM software, Microsoft Office, and Google Workspace. Benefits incude: Pension Private health, dental, and optical cover Life insurance Company bonus scheme Sounds interesting? Click the APPLY button to send your CV for immediate consideration. Candidates with previous experience or job titles, including; Office Coordinator, Admin Assistant, Administration Assistant, Administrative Assistant, Office Manager, Administrative Coordinator, Office Support Specialist, Office Clerk, Office Associate, Sales Administrator, Administrative Specialist, Office Operations Coordinator, and Front Office Administrator, may also be considered for this role.
Part-time (full-time could be available for the right candidate) Salary - £18,000 - £24,000 per annum (dependant on experience) (pro-rata for part-time) Location : Wymbush, Milton Keynes. (Office-Based) At Facilities Management Solutions Ltd, our success is dependent on our people, productivity, and procedures. An office administrator is the supportive force driving each of these areas, and we re currently seeking a superstar to join our small, well-established team in Milton Keynes. The ideal candidate for the role is a team player, well organised, and a problem solver with superb communication skills who has the ability to multitask. This person should have prior experience thriving in an administrative capacity in a busy office environment. Every day is different at FMS, so the ability to handle the unexpected is an essential quality to bring to the position. We are looking for the right person to fill an office based, part-time role (however a full-time role could be discussed for the right candidate). Objectives of this Role - Working with the Operations Director and Business Development team to ensure that the office is organised, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning Support the office with answering inbound calls, building proposals and quotations, managing CRM systems, supporting the financial side of the business with inputting invoices Act as primary liaison between clients, sub-contractors, engineers and management, providing information, answering questions, and responding to requests Oversee and achieve goals while maintaining an efficient, productive, and positively cultured office Responsibilities - Answer and direct phone calls promptly, maintain office efficiency arranging necessary appointments Perform a variety of administrative duties Assist with the financial side of the business by preparing and sending invoices; maintaining client databases; track accounts and oversee the invoice workflow Schedule and track meetings and appointments Track new enquiries, distributing these efficiently to the sales team Oversee and manage our partners and their H&S documentation Send reviews to clients after completion of projects Support the marketing team with projects and events Support the team in building our growing portfolio of partners Required Skills and Qualifications Proven administrative experience Superb written and verbal communication skills Strong time-management skills and multitasking ability Proficient in Microsoft Office, with the ability to quickly learn new software and systems Solid interpersonal skills Previous success in office management Experience developing internal processes Comfortable handling confidential information Ability to adapt to changing situations in a calm and professional manner Reliable Team player Able to have fun! NO AGENCIES PLEASE
Mar 29, 2024
Full time
Part-time (full-time could be available for the right candidate) Salary - £18,000 - £24,000 per annum (dependant on experience) (pro-rata for part-time) Location : Wymbush, Milton Keynes. (Office-Based) At Facilities Management Solutions Ltd, our success is dependent on our people, productivity, and procedures. An office administrator is the supportive force driving each of these areas, and we re currently seeking a superstar to join our small, well-established team in Milton Keynes. The ideal candidate for the role is a team player, well organised, and a problem solver with superb communication skills who has the ability to multitask. This person should have prior experience thriving in an administrative capacity in a busy office environment. Every day is different at FMS, so the ability to handle the unexpected is an essential quality to bring to the position. We are looking for the right person to fill an office based, part-time role (however a full-time role could be discussed for the right candidate). Objectives of this Role - Working with the Operations Director and Business Development team to ensure that the office is organised, overseeing operational efficiency, effective communications, and other types of strategic and tactical planning Support the office with answering inbound calls, building proposals and quotations, managing CRM systems, supporting the financial side of the business with inputting invoices Act as primary liaison between clients, sub-contractors, engineers and management, providing information, answering questions, and responding to requests Oversee and achieve goals while maintaining an efficient, productive, and positively cultured office Responsibilities - Answer and direct phone calls promptly, maintain office efficiency arranging necessary appointments Perform a variety of administrative duties Assist with the financial side of the business by preparing and sending invoices; maintaining client databases; track accounts and oversee the invoice workflow Schedule and track meetings and appointments Track new enquiries, distributing these efficiently to the sales team Oversee and manage our partners and their H&S documentation Send reviews to clients after completion of projects Support the marketing team with projects and events Support the team in building our growing portfolio of partners Required Skills and Qualifications Proven administrative experience Superb written and verbal communication skills Strong time-management skills and multitasking ability Proficient in Microsoft Office, with the ability to quickly learn new software and systems Solid interpersonal skills Previous success in office management Experience developing internal processes Comfortable handling confidential information Ability to adapt to changing situations in a calm and professional manner Reliable Team player Able to have fun! NO AGENCIES PLEASE
Job Title: Project Controller Salary Range: PO3-PO6 (£40,854 to £58,893) per annum Permanent Full time (36 hours per week) Location: Reed House, Frogmore Depot About Us The Major Works Section is seeking a suitably qualified building professional, who wishes to develop their already sound technical skills within a small professional team. We have two permanent positions available. This is an integral position to the continuing success of the Housing & Regeneration Department during the current period of dynamic change, so presents an exciting opportunity for professional development. About the role Project Delivery: You will be responsible from project inception through to completion for a broad range of projects, managing a multi-disciplinary team of external consultants. The section manages projects on the full range of the Councils stock, ranging from Victorian street properties through to high rise housing estates. Regulatory compliance: You will need to hold relevant qualification or experience of supervising a broad range of building/construction projects and are required to have a working knowledge and awareness of Health & Safety and Housing legislation on major works projects, including planning, building regulation legislation and leasehold management practices on social housing projects. Team Player - You will be joining an established team which has an exceptional record of maintaining and improving the Councils housing stock whilst achieving a high level of resident satisfaction using both traditional and non-traditional procurement routes. Essential Qualifications, Skills and ExperienceL Previous experience in supervising large multi-disciplinary major work projects, including the role of contract administrator and managing consultants and contractors. Experience in preparing detailed technical briefs, appraisals and technical reports, specifications and managing contracts on-site from inception to completion. Must have the ability to manage workload with minimum supervision and work to strict deadlines. You will need to hold relevant qualification or experience of supervising a broad range of building/construction projects with a particular emphasis on high rise buildings and the problems found with this type of construction. Must have the ability to maintain financial control on projects. A working knowledge and awareness of Health & Safety and Housing legislation on major works projects, including planning, building regulation legislation and leasehold management practices on social housing projects. A relevant qualification and/or membership of a relevant professional body. Indicative Recruitment Timeline: Closing Date: 21st April 2024. Shortlisting Date: W/C 22nd April 2024. Interview Date: TBC. Richmond and Wandsworth Councils are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions to the Councils and can improve the way we deliver services. We are proud to be a Disability Confident employer, if you require any reasonable adjustments throughout the recruitment and selection process, please let us know. We are also committed to safeguarding and promoting the welfare of children and young people/vulnerable adults and expects all staff and volunteers to share this commitment. We offer a wide range of benefits designed to attract, develop, and reward our employees such as 40 days annual leave (including Bank Holidays), flexible working and a generous pension plan. For more details, please click here
Mar 29, 2024
Full time
Job Title: Project Controller Salary Range: PO3-PO6 (£40,854 to £58,893) per annum Permanent Full time (36 hours per week) Location: Reed House, Frogmore Depot About Us The Major Works Section is seeking a suitably qualified building professional, who wishes to develop their already sound technical skills within a small professional team. We have two permanent positions available. This is an integral position to the continuing success of the Housing & Regeneration Department during the current period of dynamic change, so presents an exciting opportunity for professional development. About the role Project Delivery: You will be responsible from project inception through to completion for a broad range of projects, managing a multi-disciplinary team of external consultants. The section manages projects on the full range of the Councils stock, ranging from Victorian street properties through to high rise housing estates. Regulatory compliance: You will need to hold relevant qualification or experience of supervising a broad range of building/construction projects and are required to have a working knowledge and awareness of Health & Safety and Housing legislation on major works projects, including planning, building regulation legislation and leasehold management practices on social housing projects. Team Player - You will be joining an established team which has an exceptional record of maintaining and improving the Councils housing stock whilst achieving a high level of resident satisfaction using both traditional and non-traditional procurement routes. Essential Qualifications, Skills and ExperienceL Previous experience in supervising large multi-disciplinary major work projects, including the role of contract administrator and managing consultants and contractors. Experience in preparing detailed technical briefs, appraisals and technical reports, specifications and managing contracts on-site from inception to completion. Must have the ability to manage workload with minimum supervision and work to strict deadlines. You will need to hold relevant qualification or experience of supervising a broad range of building/construction projects with a particular emphasis on high rise buildings and the problems found with this type of construction. Must have the ability to maintain financial control on projects. A working knowledge and awareness of Health & Safety and Housing legislation on major works projects, including planning, building regulation legislation and leasehold management practices on social housing projects. A relevant qualification and/or membership of a relevant professional body. Indicative Recruitment Timeline: Closing Date: 21st April 2024. Shortlisting Date: W/C 22nd April 2024. Interview Date: TBC. Richmond and Wandsworth Councils are committed to making our recruitment practices as inclusive as possible for everyone. We are committed to promoting equality and diversity and developing a culture that values differences, recognising that employees from a variety of backgrounds bring important and positive contributions to the Councils and can improve the way we deliver services. We are proud to be a Disability Confident employer, if you require any reasonable adjustments throughout the recruitment and selection process, please let us know. We are also committed to safeguarding and promoting the welfare of children and young people/vulnerable adults and expects all staff and volunteers to share this commitment. We offer a wide range of benefits designed to attract, develop, and reward our employees such as 40 days annual leave (including Bank Holidays), flexible working and a generous pension plan. For more details, please click here
Procurement Planning Administrator, Internal ERP Systems Support person required to provide sales admin support, purchase order processing, stock control data, financial forecasting and help improve internal processes by helping identify improvements then communicate them to the IT and Software Development teams. What you will have Experience in providing technical support, ideally relating to ERP systems, accounting solutions or similar. Excellent knowledge of MS Office software with strong written and verbal communication skills. Ability to explain complex technical concepts in a clear and concise manner. Problem solving and analytical skills, the ability to approach, troubleshoot and resolve internal process issues. What you will do Primary point of contact for all internal Sales, Stock and order processing enquiries Collaborate closely with the development team to gather user feedback, document change requests, and propose feature enhancements to ERP systems and process'. Create clear and user friendly documentation to support internal training. This role offers an exciting opportunity to play a pivotal role in ensuring all users maximise their understanding and drives continuous improvement of an evolving in house system.
Mar 28, 2024
Full time
Procurement Planning Administrator, Internal ERP Systems Support person required to provide sales admin support, purchase order processing, stock control data, financial forecasting and help improve internal processes by helping identify improvements then communicate them to the IT and Software Development teams. What you will have Experience in providing technical support, ideally relating to ERP systems, accounting solutions or similar. Excellent knowledge of MS Office software with strong written and verbal communication skills. Ability to explain complex technical concepts in a clear and concise manner. Problem solving and analytical skills, the ability to approach, troubleshoot and resolve internal process issues. What you will do Primary point of contact for all internal Sales, Stock and order processing enquiries Collaborate closely with the development team to gather user feedback, document change requests, and propose feature enhancements to ERP systems and process'. Create clear and user friendly documentation to support internal training. This role offers an exciting opportunity to play a pivotal role in ensuring all users maximise their understanding and drives continuous improvement of an evolving in house system.
Your new company Working for a company who are trying to make a difference to environment and the planet. This role is full time Monday - Friday hybrid working 3 days per week - 2 days from home.Salary is between £25k - £30k depending on experience. We are looking for an enthusiastic and forward-thinking PA & Operations Assistant, whose track record paints a picture of someone who is organised, dynamic, and efficient.Your experience demonstrates pragmatic and flexible approaches to processing busy flows of information, opportunities, and requests. We need someone who works with focus and cool headedness to balance their time between day-to-day deadlines and larger deliverables. Our ideal candidate is likely to already be experienced as a PA or business administrator, with excellent written communication skills and a meticulous eye for detail. You'll be highly organised, willing to learn and try new tasks, and have a commitment to supporting positive environmental change. Your new role Ensure the CEO is well supported, dealing with administrative and logistical arrangements as directed. Manage incoming communications across multiple channels, from both internal and external parties; filtering, responding, organising, and escalating priorities. Manage diary for both regular and ad hoc meetings, across multiple time zones, ensuring clear agenda & objectives and time for pre-work, scheduling and handling logistics including travel arrangements, and providing support on tracking and executing 'next steps' Assist with information flow, approvals & decision making to ensure the most effective use of the CEO and Director of Operations time, scheduling requests and items for discussion or review with an understanding of organisational priorities. Organise events, by leading on invite management, planning, logistics etc. Support with production of reports, to include donor reports and board papers. Support with HR administration including recruitment, onboarding processes, updates to policies, and staff handbook, making sure the wider team has the system / software access, knowledge and hardware needed to operate effectively. Occasional support with financial administration, such as queries regarding invoices and expenses Support with other administrative and operational requirements as require You may need to be able to travel occasionally for work. What you'll need to succeed Previous experience as a PA/ Strong Administrator before. What you'll get in return Excellent base salaryPensionHoliday allowanceVarious other company benefits 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 hays.co.uk
Mar 28, 2024
Full time
Your new company Working for a company who are trying to make a difference to environment and the planet. This role is full time Monday - Friday hybrid working 3 days per week - 2 days from home.Salary is between £25k - £30k depending on experience. We are looking for an enthusiastic and forward-thinking PA & Operations Assistant, whose track record paints a picture of someone who is organised, dynamic, and efficient.Your experience demonstrates pragmatic and flexible approaches to processing busy flows of information, opportunities, and requests. We need someone who works with focus and cool headedness to balance their time between day-to-day deadlines and larger deliverables. Our ideal candidate is likely to already be experienced as a PA or business administrator, with excellent written communication skills and a meticulous eye for detail. You'll be highly organised, willing to learn and try new tasks, and have a commitment to supporting positive environmental change. Your new role Ensure the CEO is well supported, dealing with administrative and logistical arrangements as directed. Manage incoming communications across multiple channels, from both internal and external parties; filtering, responding, organising, and escalating priorities. Manage diary for both regular and ad hoc meetings, across multiple time zones, ensuring clear agenda & objectives and time for pre-work, scheduling and handling logistics including travel arrangements, and providing support on tracking and executing 'next steps' Assist with information flow, approvals & decision making to ensure the most effective use of the CEO and Director of Operations time, scheduling requests and items for discussion or review with an understanding of organisational priorities. Organise events, by leading on invite management, planning, logistics etc. Support with production of reports, to include donor reports and board papers. Support with HR administration including recruitment, onboarding processes, updates to policies, and staff handbook, making sure the wider team has the system / software access, knowledge and hardware needed to operate effectively. Occasional support with financial administration, such as queries regarding invoices and expenses Support with other administrative and operational requirements as require You may need to be able to travel occasionally for work. What you'll need to succeed Previous experience as a PA/ Strong Administrator before. What you'll get in return Excellent base salaryPensionHoliday allowanceVarious other company benefits 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 hays.co.uk
Estates Support Team LeaderUniversity of Westminster£34,029 - £38,252 per annum (Incl. LWA)Estates Planning & ServicesWells Street, LondonRef. This post is full time and permanent, working 35 hours per week. The Estates Planning & Services department within the University of Westminster are looking for an experienced administrator to join our support team. This is an excellent opportunity for an administrative professional looking to take the next step in their career and contribute to the success of the department. This team undertakes administrative support to the wider EPS department, playing a key part in keeping our Estate operational. The role will oversee and develop the team of administrators and coordinate the day-to-day activities. Focusing on the key areas of financial administration, planning, data management and recruitment, the successful candidate will be organised and methodical in their approach with excellent attention to detail. Educated to degree level, or demonstrable relevant experience, you will be proactive with a customer centred approach and able to prioritise and manage a busy and diverse workload. You will have experience of supervising a team as well as knowledge of financial administration including a purchasing and reconciliation process. To apply for this vacancy please click above. Further information can be found in the job description and person specification, which can be accessed through link below. At the University of Westminster, diversity, inclusion and equality of opportunity are at the core of how we engage with students, colleagues, applicants, visitors and all our stakeholders. We are fully committed to enabling a supportive and safe learning and working environment which is equitable, diverse and inclusive, is based on mutual respect and trust, and in which harassment and discrimination are neither tolerated nor acceptable. The University has adopted Smart Working principles to support and further our Equality, Diversity and Inclusion aims of being an inclusive, collaborative and flexible employer. Further details of Smart Working can be discussed at interview stage. Closing date: midnight on Sunday 21st April 2024 Interviews are likely to be held on w/c: Monday 29th April 2024
Mar 28, 2024
Full time
Estates Support Team LeaderUniversity of Westminster£34,029 - £38,252 per annum (Incl. LWA)Estates Planning & ServicesWells Street, LondonRef. This post is full time and permanent, working 35 hours per week. The Estates Planning & Services department within the University of Westminster are looking for an experienced administrator to join our support team. This is an excellent opportunity for an administrative professional looking to take the next step in their career and contribute to the success of the department. This team undertakes administrative support to the wider EPS department, playing a key part in keeping our Estate operational. The role will oversee and develop the team of administrators and coordinate the day-to-day activities. Focusing on the key areas of financial administration, planning, data management and recruitment, the successful candidate will be organised and methodical in their approach with excellent attention to detail. Educated to degree level, or demonstrable relevant experience, you will be proactive with a customer centred approach and able to prioritise and manage a busy and diverse workload. You will have experience of supervising a team as well as knowledge of financial administration including a purchasing and reconciliation process. To apply for this vacancy please click above. Further information can be found in the job description and person specification, which can be accessed through link below. At the University of Westminster, diversity, inclusion and equality of opportunity are at the core of how we engage with students, colleagues, applicants, visitors and all our stakeholders. We are fully committed to enabling a supportive and safe learning and working environment which is equitable, diverse and inclusive, is based on mutual respect and trust, and in which harassment and discrimination are neither tolerated nor acceptable. The University has adopted Smart Working principles to support and further our Equality, Diversity and Inclusion aims of being an inclusive, collaborative and flexible employer. Further details of Smart Working can be discussed at interview stage. Closing date: midnight on Sunday 21st April 2024 Interviews are likely to be held on w/c: Monday 29th April 2024
This fantastic opportunity is pivotal in maintaining efficient sales processes and ensuring customer satisfaction. Along with an extensive list of benefits, this role offers a chance to work within a progressive company that value their staff and promote career progression. Overview: - Based in Epsom - £24,000 - £27,000 - Hybrid Mon 9-5.30, Tues - Thurs 8.30-5.30, Fri 9-4. Job specification: Providing the required support to achieve business unit sales targets Ensuring product knowledge is up to date Planning regular time to train on product launches and market info Providing customer service for stock enquiries, product support, order processing, despatch, returns and refunds Admin support for sales team queries as well as ensuring all sales correspondence is copied Assist with orders and queries as required, conducting regular sweep of order tracker Ensuring orders are accurately matched on NetSuite and highlighting any discrepancies Regularly run the 'Do Not Ship report and highlighting orders for follow up to Line Manager Liaising with carriers such as DHL, UPS and the logistics team to answer customer queries on product delivery across all business units Regularly run stock level report and flagging any low stock or stock concerns to the Customer Service Manager Identify larger accounts and carry out qualifying as above before passing leads to sales team Proactive management of non-assigned accounts Raising POs for site surveys and linking reference with sales orders, ensuring all administration is correct. Person specification: Experience of customer service and sales administration Good professional written and spoken English Good Microsoft Office skills, in particular Excel and Outlook & NetSuite Commercially aware Ability to work under pressure Ability to work well with others as part of a team as well as independently Able to work to deadlines and problem solve Additional Information: Based in Epsom £24,000 - £27,000 Critical Illness Cover, Life Assurance & Income Protection. Cycle to work. Employee Assistance. Pension Salary Exchange & Financial wellbeing. Quarterly social events. Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
Mar 28, 2024
Full time
This fantastic opportunity is pivotal in maintaining efficient sales processes and ensuring customer satisfaction. Along with an extensive list of benefits, this role offers a chance to work within a progressive company that value their staff and promote career progression. Overview: - Based in Epsom - £24,000 - £27,000 - Hybrid Mon 9-5.30, Tues - Thurs 8.30-5.30, Fri 9-4. Job specification: Providing the required support to achieve business unit sales targets Ensuring product knowledge is up to date Planning regular time to train on product launches and market info Providing customer service for stock enquiries, product support, order processing, despatch, returns and refunds Admin support for sales team queries as well as ensuring all sales correspondence is copied Assist with orders and queries as required, conducting regular sweep of order tracker Ensuring orders are accurately matched on NetSuite and highlighting any discrepancies Regularly run the 'Do Not Ship report and highlighting orders for follow up to Line Manager Liaising with carriers such as DHL, UPS and the logistics team to answer customer queries on product delivery across all business units Regularly run stock level report and flagging any low stock or stock concerns to the Customer Service Manager Identify larger accounts and carry out qualifying as above before passing leads to sales team Proactive management of non-assigned accounts Raising POs for site surveys and linking reference with sales orders, ensuring all administration is correct. Person specification: Experience of customer service and sales administration Good professional written and spoken English Good Microsoft Office skills, in particular Excel and Outlook & NetSuite Commercially aware Ability to work under pressure Ability to work well with others as part of a team as well as independently Able to work to deadlines and problem solve Additional Information: Based in Epsom £24,000 - £27,000 Critical Illness Cover, Life Assurance & Income Protection. Cycle to work. Employee Assistance. Pension Salary Exchange & Financial wellbeing. Quarterly social events. Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice! Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted. By applying for this vacancy, you accept Optima Recruitment Limited s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you. Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Mar 28, 2024
Full time
My client is a Financial Advisory, Asset Management & Stockbroking firm, providing high quality Financial Advice to both Individuals and Businesses. We are seeking someone to join the Paraplanning team as a Trainee, which you will be responsible for assessing new business submitted based on information provided by the IFA's, recording new cases in the companies internal systems, liaising with the Financial Advisers to obtain information to enable case completion, producing suitability letters, presenting cases to the Financial Advisers, providing feedback on new business and cases directly to the Financial Advisers and to finalist cases in line with the companies regulatory procedures. The ideal person for this role will either be someone who is in an Investment Administration role with 1-3 years experience that wishes to progress into Paraplanning, or a Senior Investment Administrator looking to move into a Paraplanning role, but unable to where they currently are. Ideally you will have 1-3 years experience within Financial Services and It would be ideal if you are working towards a Diploma in Financial Planning, ideally with a couple of exams under your belt already (RO1, RO2, RO3).
Centre Programme Manager ENG03020 £53,927 - £64,935 per annum Full time - Fixed term (9.5 years) South Kensington Campus An exciting opportunity has arisen to lead the operational management of a new centre the Centre for Sectoral Economic Performance (CSEP). Working with the Co-Directors, the Centre Programme Manager will be responsible for development of the CSEP business development plan, coordinating outreach activities, delivery of the CSEP communications plan and managing the CSEP resources. The Centre Manager will play a pivotal role in ensuring that CSEP activities and resources are coordinated and managed in an effective and productive way, aligning these with the overall strategy and objectives of the centre. CSEP has been established to build a national resource to help ensure that the UK's high-value science and technology based industries are globally competitive in the 21st century. The mission of the Centre is ambitious. Objectives of the Centre include the following. To help improve the competitiveness of the UK economy by focusing its research on the industries/sectors with the greatest potential for global success, and deepening knowledge on value generation, innovation, and productivity. Based on the research findings, engaging with influential audiences in industry, government and academia to develop implementable recommendations, strategies, and policies that result in value generation and societal equity. Become the go-to place for researching and advising on the readiness of UK industry to anticipate and accommodate forms of market and technological disruption. The new Centre, which is a collaboration between Imperial College's Business School and the Faculty of Engineering, has been made possible by generous support from the Gatsby Charitable Foundation. CSEP will bring together experts in engineering, economics, and management to work with other groups in Imperial College London and externally when appropriate. It will translate rigorous research into strategies and policies that address both firm-level and national competitiveness. Duties and responsibilities Key areas of responsibilities: Business planning and management Financial planning Human Resources Research and education Industry engagement management Communications Representing CSEP Other duties Essential requirements: Educated to degree level (or equivalent) Previous experience in the higher education sector in a similar or related position(s) or substantial relevant experience in another sector, demonstrating development through involvement in a series of progressively demanding work roles Experience of line managing professional staff to deliver excellent service Experience of working with and influencing senior staff Experience in developing and managing financial and other resources including preparing, managing and monitoring budgets and the preparation and analysis of management reports to inform financial and strategic decision-making Experience of analysing, explaining and disseminating information efficiently and effectively Experience of managing complex projects Experience of managing resources and organising national events Excellent knowledge of trends in public policy Ability to introduce new organisational methods, processes and procedures, and to develop operational plans and coordinate their execution Full information on duties, responsibilities and criteria for the post can be found in the Job Description. For further information about the post please contact Professor Robert Shorten, Head of the Dyson School of Design Engineering, email: . For further information and advice on the application process contact Monika Delczyk, Senior Staff and Finance Administrator, email: . Please see our further particulars for more information about the College and the benefits available to staff. Start date: to be confirmed with a successful candidate. Closing date: 3 rd April 2024. To apply, please visit our website via the button below.
Mar 28, 2024
Full time
Centre Programme Manager ENG03020 £53,927 - £64,935 per annum Full time - Fixed term (9.5 years) South Kensington Campus An exciting opportunity has arisen to lead the operational management of a new centre the Centre for Sectoral Economic Performance (CSEP). Working with the Co-Directors, the Centre Programme Manager will be responsible for development of the CSEP business development plan, coordinating outreach activities, delivery of the CSEP communications plan and managing the CSEP resources. The Centre Manager will play a pivotal role in ensuring that CSEP activities and resources are coordinated and managed in an effective and productive way, aligning these with the overall strategy and objectives of the centre. CSEP has been established to build a national resource to help ensure that the UK's high-value science and technology based industries are globally competitive in the 21st century. The mission of the Centre is ambitious. Objectives of the Centre include the following. To help improve the competitiveness of the UK economy by focusing its research on the industries/sectors with the greatest potential for global success, and deepening knowledge on value generation, innovation, and productivity. Based on the research findings, engaging with influential audiences in industry, government and academia to develop implementable recommendations, strategies, and policies that result in value generation and societal equity. Become the go-to place for researching and advising on the readiness of UK industry to anticipate and accommodate forms of market and technological disruption. The new Centre, which is a collaboration between Imperial College's Business School and the Faculty of Engineering, has been made possible by generous support from the Gatsby Charitable Foundation. CSEP will bring together experts in engineering, economics, and management to work with other groups in Imperial College London and externally when appropriate. It will translate rigorous research into strategies and policies that address both firm-level and national competitiveness. Duties and responsibilities Key areas of responsibilities: Business planning and management Financial planning Human Resources Research and education Industry engagement management Communications Representing CSEP Other duties Essential requirements: Educated to degree level (or equivalent) Previous experience in the higher education sector in a similar or related position(s) or substantial relevant experience in another sector, demonstrating development through involvement in a series of progressively demanding work roles Experience of line managing professional staff to deliver excellent service Experience of working with and influencing senior staff Experience in developing and managing financial and other resources including preparing, managing and monitoring budgets and the preparation and analysis of management reports to inform financial and strategic decision-making Experience of analysing, explaining and disseminating information efficiently and effectively Experience of managing complex projects Experience of managing resources and organising national events Excellent knowledge of trends in public policy Ability to introduce new organisational methods, processes and procedures, and to develop operational plans and coordinate their execution Full information on duties, responsibilities and criteria for the post can be found in the Job Description. For further information about the post please contact Professor Robert Shorten, Head of the Dyson School of Design Engineering, email: . For further information and advice on the application process contact Monika Delczyk, Senior Staff and Finance Administrator, email: . Please see our further particulars for more information about the College and the benefits available to staff. Start date: to be confirmed with a successful candidate. Closing date: 3 rd April 2024. To apply, please visit our website via the button below.
Office Administrator Location: Rochdale Salary 25k- 30k basic plus, pension, generous holiday allowance, personal progression opportunities. We are looking to recruit a dynamic Office Administrator to join an innovative manufacturer who is dedicated to providing world class engineered products. They supply a multitude of industry sectors and are the market leaders within their field. As the continue to grow, they are seeking a talented Office Administrator with ERP experience to join the team. We are looking for an experienced Office Administrator who is proficient in using Enterprise Resource Planning (ERP) systems. The ideal candidate will be responsible for ensuring handling administrative tasks, and utilizing ERP software to streamline processes and enhance productivity. Key Responsibilities: Manage day-to-day administrative tasks such as answering phones, scheduling appointments, and handling correspondence. Utilize ERP software to manage and track various aspects of business operations, including inventory management, procurement, and financial transactions. Collaborate with different departments to ensure accurate data entry and timely completion of tasks within the ERP system. Running financial reports Checking inventory levels Erp small team Trouble shooting Troubleshoot issues related to the ERP system and liaise with IT support for resolution. Ensure compliance with company policies and procedures. Qualifications: Previous experience as an Office Administrator or in a similar role. Proficiency in using ERP software (experience with specific ERP systems can be listed here, e.g., Exact, SAP, Oracle, Microsoft Dynamics, etc.). Strong organizational and multitasking skills. Excellent communication and interpersonal abilities. Attention to detail and accuracy. Ability to work independently and collaboratively in a fast-paced environment. At Morgan Ryder we can provide you with a full range of employment opportunities from short term and fixed term temporary vacancies to permanent positions. We recruit for companies that operate in the following industries: Food and Drink Manufacturers, FMCG, Packaging, Engineering, Automotive, Aerospace, Warehousing, Logistics, Waste Management, Petro Chemical, Pharmaceutical, Power & Renewable Energy. Please note that calls to and from the offices of Morgan Ryder Associates Ltd. may be monitored or recorded. This is to ensure compliance with regulatory procedures, record business transactions and for training purposes.
Mar 28, 2024
Full time
Office Administrator Location: Rochdale Salary 25k- 30k basic plus, pension, generous holiday allowance, personal progression opportunities. We are looking to recruit a dynamic Office Administrator to join an innovative manufacturer who is dedicated to providing world class engineered products. They supply a multitude of industry sectors and are the market leaders within their field. As the continue to grow, they are seeking a talented Office Administrator with ERP experience to join the team. We are looking for an experienced Office Administrator who is proficient in using Enterprise Resource Planning (ERP) systems. The ideal candidate will be responsible for ensuring handling administrative tasks, and utilizing ERP software to streamline processes and enhance productivity. Key Responsibilities: Manage day-to-day administrative tasks such as answering phones, scheduling appointments, and handling correspondence. Utilize ERP software to manage and track various aspects of business operations, including inventory management, procurement, and financial transactions. Collaborate with different departments to ensure accurate data entry and timely completion of tasks within the ERP system. Running financial reports Checking inventory levels Erp small team Trouble shooting Troubleshoot issues related to the ERP system and liaise with IT support for resolution. Ensure compliance with company policies and procedures. Qualifications: Previous experience as an Office Administrator or in a similar role. Proficiency in using ERP software (experience with specific ERP systems can be listed here, e.g., Exact, SAP, Oracle, Microsoft Dynamics, etc.). Strong organizational and multitasking skills. Excellent communication and interpersonal abilities. Attention to detail and accuracy. Ability to work independently and collaboratively in a fast-paced environment. At Morgan Ryder we can provide you with a full range of employment opportunities from short term and fixed term temporary vacancies to permanent positions. We recruit for companies that operate in the following industries: Food and Drink Manufacturers, FMCG, Packaging, Engineering, Automotive, Aerospace, Warehousing, Logistics, Waste Management, Petro Chemical, Pharmaceutical, Power & Renewable Energy. Please note that calls to and from the offices of Morgan Ryder Associates Ltd. may be monitored or recorded. This is to ensure compliance with regulatory procedures, record business transactions and for training purposes.
One of our local authority clients are currently recruiting for a Business Support Administrator. This is a temporary contract for 3 months with possible further extension based on budget and performance. Main Purpose of Post/Job Summary The post holder will provide a high-quality administrative support service to the Directors, Heads of Service, Principal Officers and other administration functions as required on transactional tasks. Dealing with a high volume of tasks, the post holder will respond flexibly, positively and successfully to the ever-changing pressures which arise in their service area. The post holder may have areas of individual responsibility which will be identified and determined by their line manager. Operating within agreed processes and standards, the post holder will use their initiative when carrying out tasks, to resolve problems and queries based on experience and judgement. Duties and Responsibilities To respond and resolve enquiries and problems, judging when to pass complex queries on or involve others, in order to provide an effective service and clear advice to colleagues and callers. To deliver a range of administrative support to senior officer in the service area and ensure systems or processes are maintained to an agreed standard or specification, to maximise service quality and continuity. To provide support to the function/service and be the first point of contact for service users, members of the public, Members and visitors. To be responsible for managing and maintaining of calendars, arranging appointments, meetings and ensuring officers have the correct information and papers for meetings. To ensure that confidentiality is maintained at all times, particularly when dealing with issues involving restricted access to information and/or dealing with sensitive (including politically sensitive) information and enquiries, including media enquiries, member enquiries and from other organisations. To support the administration of FOIs/SARs/complaints/Members Enquiries/MP Enquiries ensuring they are passed to the appropriate person. To maintain records using databases and spreadsheets applications. To follow established ordering procedures to ensure adequate resources are available to meet work requirements. To maintain financial and/or stock records and review data to contribute to resource planning. Responsible for the administration of financial activities to contribute to resource planning. The above is a brief overview of the role, details and specification will be provided should you be successful. If interested in this position, please send your CV to Jahker Miah at Coyle Personnel Ltd.
Mar 28, 2024
Seasonal
One of our local authority clients are currently recruiting for a Business Support Administrator. This is a temporary contract for 3 months with possible further extension based on budget and performance. Main Purpose of Post/Job Summary The post holder will provide a high-quality administrative support service to the Directors, Heads of Service, Principal Officers and other administration functions as required on transactional tasks. Dealing with a high volume of tasks, the post holder will respond flexibly, positively and successfully to the ever-changing pressures which arise in their service area. The post holder may have areas of individual responsibility which will be identified and determined by their line manager. Operating within agreed processes and standards, the post holder will use their initiative when carrying out tasks, to resolve problems and queries based on experience and judgement. Duties and Responsibilities To respond and resolve enquiries and problems, judging when to pass complex queries on or involve others, in order to provide an effective service and clear advice to colleagues and callers. To deliver a range of administrative support to senior officer in the service area and ensure systems or processes are maintained to an agreed standard or specification, to maximise service quality and continuity. To provide support to the function/service and be the first point of contact for service users, members of the public, Members and visitors. To be responsible for managing and maintaining of calendars, arranging appointments, meetings and ensuring officers have the correct information and papers for meetings. To ensure that confidentiality is maintained at all times, particularly when dealing with issues involving restricted access to information and/or dealing with sensitive (including politically sensitive) information and enquiries, including media enquiries, member enquiries and from other organisations. To support the administration of FOIs/SARs/complaints/Members Enquiries/MP Enquiries ensuring they are passed to the appropriate person. To maintain records using databases and spreadsheets applications. To follow established ordering procedures to ensure adequate resources are available to meet work requirements. To maintain financial and/or stock records and review data to contribute to resource planning. Responsible for the administration of financial activities to contribute to resource planning. The above is a brief overview of the role, details and specification will be provided should you be successful. If interested in this position, please send your CV to Jahker Miah at Coyle Personnel Ltd.
Medical Operations Assistant: Specialty Care As an experienced administrator with a knack for project management and a passion for supporting high-functioning teams, you may be looking at your next role! A career with us is about discovering breakthroughs that change patients' lives. You will play an essential role in this by helping to drive medical strategies forward and enhance operational efficiency. Your advanced skills as Senior Administrator will be appreciated by our medical affairs department, as you'll coordinate meetings, manage diaries and resolve routine issues with ease. Your proactive approach , proficiency in digital platforms and operational excellence will enable effective delivery of key projects. You will use your initiative to resolve issues and propose innovative solutions to problems We'd love to hear from you if you enjoy professional independence , have strong organisational skills and a passion for making a positive difference. The position will play a critical role in supporting medical teams with operational activities across the Pfizer UK medical affairs department. The role will partner with the teams to support delivery of medical strategies, tactics and projects and will enable effective and efficient processes and use of systems. MAIN REPONSIBILITIES / DUTIES Proactively coordinate meetings, maintaining diary invites and efficiently resolving conflicts and routine issues. To provide timely and accurate responses to inquiries, including incoming telephone calls, emails and written mail; to read and respond where appropriate, file and manage these areas in the team's absence, always maintaining confidentiality. Take a lead role and fully participate in project work to identify, plan, manage and implement improvements and enhancements to existing working practices and/or develop new working practices ensuring all relevant stakeholders are engaged and involved where appropriate and colleagues receive necessary communications. Establish and maintain office procedures and systems (eg. filing or record-keeping systems, databases) to support processes in line with Pfizer SOPs and recognising, planning and applying improvements to office procedures and systems ensuring all relevant stakeholders are engaged and involved where appropriate and colleagues receive necessary communications. Support onboarding of new colleagues. Provide operational support to medical teams. Contribute ideas, fostering pace and enthusiasm, negotiating timely execution of work and developing self in order to maximise personal contribution to projects whilst maintaining high standards. Proactively share best practice. Collate and analyse information for use by teams and leaders in departmental decision-making, ensuring that such information is relevant, accurate and provided to set deadlines and participate in departmental decision-making, liaising with teams and leaders as appropriate. Plan, organise and prioritise work on a daily basis to meet deadlines and plan ahead to meet upcoming / cyclical deadlines. Act as a first point of contact and efficient liaison channel for the teams for both internal colleagues and external customers ensuring queries are dealt with effectively and sensitively where necessary. Taking the initiative to identify and handle problems / issues that arise on behalf of these colleagues. Co-ordinate arrangements for internal and external meetings, including travel arrangements for attendees, the appropriate facilities, resources and catering to meet general requirements and available budget. Co-ordinate issuing of agenda and meeting materials. Document minutes/action points for meetings. Produce routine documents such as letters, reports and other documentation such as presentations and spreadsheets. Management of professional records repository for medical affairs. Process financial / administrative information on behalf of the teams and leaders, checking and validating information for completeness and investigating errors and discrepancies. Acting as a point of contact to finance representatives when required on behalf of the teams and leaders. Management of forecasting and tracking of medical budget. Act as a source of information around the company, the industry, contact points, processes, policies or general advice and problem-solving solutions, providing relevant information/guidance and support to other colleagues as appropriate. REQUIRED SKILL SET Extensive experience in relevant senior secretarial or administrative role. May have qualification at 'higher education' level. Project management skills and experience. Must have clear and concise communication and coordination skills with an ability to respond with professionalism in verbal and written communications. Comprehensive knowledge of departmental policies and procedures (gained through extensive experience of working in an office environment). Must have good judgment with the ability to work with confidential documents and information. Where appropriate confidently challenge upwards professionally. Demonstrated planning skills with the capability to work independently, be pro-active, self motivated along with strong organizational skills. The ability to manage priorities, handle multiple tasks with frequent tight deadlines, work well in a team environment. Ability to co-ordinate the activities of others and to work under pressure, maintaining a calm and considered approach. Wide-ranging knowledge of how an organisation works, including international organisation and personnel (gained through extensive experience of working at a senior administrative level). Ability to take a wider perspective when making decisions. The core digital capabilities identified are as follows: Capability to use digital technology provided by the organisation Confident and competent with digital compliance requirements Experience in using a range of digital platforms Basic understanding of core digital metrics used by the organisation Awareness and integration of digital channels to meet our customer needs. N.B digital technology refers to equipment/applications and digital platform refers to the software/hardware used to host applications/ exchange of information. Work Location Assignment: Flexible, based at Walton Oaks, Tadworth (Surrey)
Mar 28, 2024
Full time
Medical Operations Assistant: Specialty Care As an experienced administrator with a knack for project management and a passion for supporting high-functioning teams, you may be looking at your next role! A career with us is about discovering breakthroughs that change patients' lives. You will play an essential role in this by helping to drive medical strategies forward and enhance operational efficiency. Your advanced skills as Senior Administrator will be appreciated by our medical affairs department, as you'll coordinate meetings, manage diaries and resolve routine issues with ease. Your proactive approach , proficiency in digital platforms and operational excellence will enable effective delivery of key projects. You will use your initiative to resolve issues and propose innovative solutions to problems We'd love to hear from you if you enjoy professional independence , have strong organisational skills and a passion for making a positive difference. The position will play a critical role in supporting medical teams with operational activities across the Pfizer UK medical affairs department. The role will partner with the teams to support delivery of medical strategies, tactics and projects and will enable effective and efficient processes and use of systems. MAIN REPONSIBILITIES / DUTIES Proactively coordinate meetings, maintaining diary invites and efficiently resolving conflicts and routine issues. To provide timely and accurate responses to inquiries, including incoming telephone calls, emails and written mail; to read and respond where appropriate, file and manage these areas in the team's absence, always maintaining confidentiality. Take a lead role and fully participate in project work to identify, plan, manage and implement improvements and enhancements to existing working practices and/or develop new working practices ensuring all relevant stakeholders are engaged and involved where appropriate and colleagues receive necessary communications. Establish and maintain office procedures and systems (eg. filing or record-keeping systems, databases) to support processes in line with Pfizer SOPs and recognising, planning and applying improvements to office procedures and systems ensuring all relevant stakeholders are engaged and involved where appropriate and colleagues receive necessary communications. Support onboarding of new colleagues. Provide operational support to medical teams. Contribute ideas, fostering pace and enthusiasm, negotiating timely execution of work and developing self in order to maximise personal contribution to projects whilst maintaining high standards. Proactively share best practice. Collate and analyse information for use by teams and leaders in departmental decision-making, ensuring that such information is relevant, accurate and provided to set deadlines and participate in departmental decision-making, liaising with teams and leaders as appropriate. Plan, organise and prioritise work on a daily basis to meet deadlines and plan ahead to meet upcoming / cyclical deadlines. Act as a first point of contact and efficient liaison channel for the teams for both internal colleagues and external customers ensuring queries are dealt with effectively and sensitively where necessary. Taking the initiative to identify and handle problems / issues that arise on behalf of these colleagues. Co-ordinate arrangements for internal and external meetings, including travel arrangements for attendees, the appropriate facilities, resources and catering to meet general requirements and available budget. Co-ordinate issuing of agenda and meeting materials. Document minutes/action points for meetings. Produce routine documents such as letters, reports and other documentation such as presentations and spreadsheets. Management of professional records repository for medical affairs. Process financial / administrative information on behalf of the teams and leaders, checking and validating information for completeness and investigating errors and discrepancies. Acting as a point of contact to finance representatives when required on behalf of the teams and leaders. Management of forecasting and tracking of medical budget. Act as a source of information around the company, the industry, contact points, processes, policies or general advice and problem-solving solutions, providing relevant information/guidance and support to other colleagues as appropriate. REQUIRED SKILL SET Extensive experience in relevant senior secretarial or administrative role. May have qualification at 'higher education' level. Project management skills and experience. Must have clear and concise communication and coordination skills with an ability to respond with professionalism in verbal and written communications. Comprehensive knowledge of departmental policies and procedures (gained through extensive experience of working in an office environment). Must have good judgment with the ability to work with confidential documents and information. Where appropriate confidently challenge upwards professionally. Demonstrated planning skills with the capability to work independently, be pro-active, self motivated along with strong organizational skills. The ability to manage priorities, handle multiple tasks with frequent tight deadlines, work well in a team environment. Ability to co-ordinate the activities of others and to work under pressure, maintaining a calm and considered approach. Wide-ranging knowledge of how an organisation works, including international organisation and personnel (gained through extensive experience of working at a senior administrative level). Ability to take a wider perspective when making decisions. The core digital capabilities identified are as follows: Capability to use digital technology provided by the organisation Confident and competent with digital compliance requirements Experience in using a range of digital platforms Basic understanding of core digital metrics used by the organisation Awareness and integration of digital channels to meet our customer needs. N.B digital technology refers to equipment/applications and digital platform refers to the software/hardware used to host applications/ exchange of information. Work Location Assignment: Flexible, based at Walton Oaks, Tadworth (Surrey)
Established wealth management practice who pride themselves in the finer, bespoke level of financial advice they provide are recruiting within their Administration team. As a Financial Planner support you are dedicated to provide a HNW client bank with a 5 administrative service and assist financial planners in advising clients on financial strategies, plans and products. My client is seeking a individual who comes from a financial planning background and is passionate about financial services. You will have worked with research tools such as intelligent office, and platforms, such as Standard Life Wrap, Novia Financial and OMW. This role is flexible to be partly based out of their offices in Christchurch/ Wimborne and home based, there is flexibility around hours, a salary of circa £28k plus benefits to include 5 weeks plus 8 bank holidays, Pension 3% and DIS. Duties such as, but not limited to; Updating client files and Intelligent Office CRM records throughout the advice process Organising task workflow Fully analyse clients' requirements, Prepare application and provider forms and ensure clients are updated throughout the process Distribution of letters of authority and collating policy information from providers Fund performance analysis via FE Analytics and comparisons via Assureweb Supporting the review process including assisting in the preparation of documentation ahead of client appointments General administration and servicing including processing death certificates and changes to client personal information For further information please apply online today.
Mar 28, 2024
Full time
Established wealth management practice who pride themselves in the finer, bespoke level of financial advice they provide are recruiting within their Administration team. As a Financial Planner support you are dedicated to provide a HNW client bank with a 5 administrative service and assist financial planners in advising clients on financial strategies, plans and products. My client is seeking a individual who comes from a financial planning background and is passionate about financial services. You will have worked with research tools such as intelligent office, and platforms, such as Standard Life Wrap, Novia Financial and OMW. This role is flexible to be partly based out of their offices in Christchurch/ Wimborne and home based, there is flexibility around hours, a salary of circa £28k plus benefits to include 5 weeks plus 8 bank holidays, Pension 3% and DIS. Duties such as, but not limited to; Updating client files and Intelligent Office CRM records throughout the advice process Organising task workflow Fully analyse clients' requirements, Prepare application and provider forms and ensure clients are updated throughout the process Distribution of letters of authority and collating policy information from providers Fund performance analysis via FE Analytics and comparisons via Assureweb Supporting the review process including assisting in the preparation of documentation ahead of client appointments General administration and servicing including processing death certificates and changes to client personal information For further information please apply online today.
Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK's leading later life lending company. We are hiring for an Administrator to join our business. If you love dotting the i's and crossing the t's, checking for accuracy and quality, then this is an opportunity to start your career within a busy Estate Planning team. Day-to-day you will be inputting and collating Will and Lasting Power of Attorney (LPA) supporting documents, opening and distributing incoming mail, scanning documents to solicitors, photocopying, managing stationery and timely dispatching client documents. Main duties and responsibilities: Inputting, collation and dispatch of Will and Lasting Power of Attorney (LPA) supporting documents. Opening and distributing incoming mail, scanning documents to solicitors, photocopying and topping up stationery and ordering same. Fully supporting Estate Planners in timely and accurate dispatch of client documents as directed. Supporting Sales manager with ad-hoc administrative tasks as directed. Maintaining exceptional quality of work in order to meet agreed business targets and also to meet the Society of Will Writers (of which we are members) Code of Conduct. Liaising with key stakeholders to the business to maintain quality relationships. Experience, Skills and Behaviour's we value; Accuracy and attention to detail is essential. Comfortable using Microsoft packages such as Word, Excel. Prioritising and organizational skills, working to deadlines. Supportive and enjoys working as part of a team. Good verbal and written communication. Committed to quality; highly compliant. Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 23 days holiday, plus bank holidays. Rising to 28 days based on length of service Additional holiday purchase scheme 1 charity day Tier 1 pension Simply Health Life Assurance
Mar 28, 2024
Full time
Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK's leading later life lending company. We are hiring for an Administrator to join our business. If you love dotting the i's and crossing the t's, checking for accuracy and quality, then this is an opportunity to start your career within a busy Estate Planning team. Day-to-day you will be inputting and collating Will and Lasting Power of Attorney (LPA) supporting documents, opening and distributing incoming mail, scanning documents to solicitors, photocopying, managing stationery and timely dispatching client documents. Main duties and responsibilities: Inputting, collation and dispatch of Will and Lasting Power of Attorney (LPA) supporting documents. Opening and distributing incoming mail, scanning documents to solicitors, photocopying and topping up stationery and ordering same. Fully supporting Estate Planners in timely and accurate dispatch of client documents as directed. Supporting Sales manager with ad-hoc administrative tasks as directed. Maintaining exceptional quality of work in order to meet agreed business targets and also to meet the Society of Will Writers (of which we are members) Code of Conduct. Liaising with key stakeholders to the business to maintain quality relationships. Experience, Skills and Behaviour's we value; Accuracy and attention to detail is essential. Comfortable using Microsoft packages such as Word, Excel. Prioritising and organizational skills, working to deadlines. Supportive and enjoys working as part of a team. Good verbal and written communication. Committed to quality; highly compliant. Most of all we look for people who display and work around the core values of our business: Ambitious - to break ground to help our customers enjoy a better retirement. Supportive - relationships are key to everything we do. Personal - going above and beyond to offer exceptional service. Integrity - honest, true and transparent in all of our relationships. Responsive - whatever the challenge we'll deliver the right result. Expert - experts in our field, our thirst for knowledge never stops Benefits: 23 days holiday, plus bank holidays. Rising to 28 days based on length of service Additional holiday purchase scheme 1 charity day Tier 1 pension Simply Health Life Assurance
Atkinson Moss are proud to be partnering with a property management company in their search for a confident and friendly Facilities Coordinator. They will provide intrinsic support in the running and maintenance of a busy and vibrant city centre business hub. My client is open to receiving applicants from experienced facilities assistants as well as those with limited experience but excellent administration and organisation skills, who are interested in learning and developing within the role and business. This is a full time, permanent position working Monday - Friday between the hours of 9am - 5pm with some flexibility required in-line with business needs. Day to day responsibility and remit: Support the Financial Accountant on general monthly billing and associated tasks, including supplier payments and reconciling our daily coffee shop and co working sales. Review and upkeep corporate governance and response plans - including GDPR, environmental and other associated compliance. Welcome and book in visitors, co-workers and clients Support in the management of Meeting Rooms and Boardroom Staff Diary and Holiday Planner support Work alongside our Office and Facilities Manager and Asset Management Team to deliver excellent site management to meet the requirements of our tenants. Support in the planning and implementation of Health and Safety matters, including emergency evacuation drills Person Specification: Strong communication and people skills Experience in sales, hospitality and customer service Excellent IT skills including finance software and MS Office Problem solving and efficient time management Practical and flexible approach to tasks Fire Marshall experience an advantage First Adi trained an advantage If you are interested and hold the relevant skills please apply online in the first instance. Should you wish to discuss the role in more detail please contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.
Mar 28, 2024
Full time
Atkinson Moss are proud to be partnering with a property management company in their search for a confident and friendly Facilities Coordinator. They will provide intrinsic support in the running and maintenance of a busy and vibrant city centre business hub. My client is open to receiving applicants from experienced facilities assistants as well as those with limited experience but excellent administration and organisation skills, who are interested in learning and developing within the role and business. This is a full time, permanent position working Monday - Friday between the hours of 9am - 5pm with some flexibility required in-line with business needs. Day to day responsibility and remit: Support the Financial Accountant on general monthly billing and associated tasks, including supplier payments and reconciling our daily coffee shop and co working sales. Review and upkeep corporate governance and response plans - including GDPR, environmental and other associated compliance. Welcome and book in visitors, co-workers and clients Support in the management of Meeting Rooms and Boardroom Staff Diary and Holiday Planner support Work alongside our Office and Facilities Manager and Asset Management Team to deliver excellent site management to meet the requirements of our tenants. Support in the planning and implementation of Health and Safety matters, including emergency evacuation drills Person Specification: Strong communication and people skills Experience in sales, hospitality and customer service Excellent IT skills including finance software and MS Office Problem solving and efficient time management Practical and flexible approach to tasks Fire Marshall experience an advantage First Adi trained an advantage If you are interested and hold the relevant skills please apply online in the first instance. Should you wish to discuss the role in more detail please contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.
Job Title: Financial Administrator - Part time Industry: Wealth Management Location: Bristol City Centre Salary: £23,000 - £25,500 (pro rata) Job reference: 8961 Job Description: Recruit UK are proud to be working with an Investment House to bring in a Financial Administrator to join their Bristol office. Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these. You will support the Investment Managers with the processing of new business and provide administrative support. You would be required to work 14 hours a week, however you could work these hours as you wish. Duties will include: Tracking client cases Communicates with investment managers or intermediaries. Ensures timely banking of client cheques and proper fund allocation, Manages risk documentation. Assists with income generation through administrative support. Benefits: 25 days holiday Salary up to £25,500 Hybrid working - full home office set up and laptop provided. Generous pension scheme - 9% Bonus scheme Exam support and clear progression Life assurance Income protection Private health scheme Skills and experience required: Previous financial services experience Ability to multitask Problem solving skills A good understanding of Microsoft Office High level of numeracy skill Excellent communication skills - both written and verbal Ability to work independently and as a team Please note this is a 1-year fixed-term contract. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Financial AdministratorAdministration role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Mar 28, 2024
Full time
Job Title: Financial Administrator - Part time Industry: Wealth Management Location: Bristol City Centre Salary: £23,000 - £25,500 (pro rata) Job reference: 8961 Job Description: Recruit UK are proud to be working with an Investment House to bring in a Financial Administrator to join their Bristol office. Your role will include providing support to clients through being responsible for their accounts and supporting any necessary changes required on these. You will support the Investment Managers with the processing of new business and provide administrative support. You would be required to work 14 hours a week, however you could work these hours as you wish. Duties will include: Tracking client cases Communicates with investment managers or intermediaries. Ensures timely banking of client cheques and proper fund allocation, Manages risk documentation. Assists with income generation through administrative support. Benefits: 25 days holiday Salary up to £25,500 Hybrid working - full home office set up and laptop provided. Generous pension scheme - 9% Bonus scheme Exam support and clear progression Life assurance Income protection Private health scheme Skills and experience required: Previous financial services experience Ability to multitask Problem solving skills A good understanding of Microsoft Office High level of numeracy skill Excellent communication skills - both written and verbal Ability to work independently and as a team Please note this is a 1-year fixed-term contract. About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Bristol on a Financial AdministratorAdministration role. Our commitment to you: Start every journey with a conversation to find out about you in-depth. Provide honest feedback on where you fit in the jobs market. Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you. Take a holistic mindfulness approach - career happiness is rarely just about the money. Cover the whole of the UK with a local touch through our regional teams. Never pester you.
Recruit UK is delighted to announce an opening for a Financial Planning Administrator to join thriving and growing Financial Planning firm in Alton. We're in search of a motivated individual, ideally with prior experience in IFA Administration, dedicated to supporting financial advisers and liaising effectively with providers and external parties. This role offers the opportunity to be part of a fast-moving team, providing essential administrative support to ensure clients always receive outstanding service. Key to this role is a keen eye for detail and the successful candidate will be expected to work with initiative. On offer: Generous salary up to £26,000 25 days holiday + BH Pension allowance Exam support & study time Comprehensive training and ongoing support Career progression opportunities Great team environment and office culture Key Responsibilities: Report to the Administration Manager, handling day-to-day administrative duties Maintain client files, ensuring compliance and accuracy Foster client relationships, responding swiftly to queries Support advisers in meeting preparations and follow-up documentation Oversee documentation, including processing and managing letters of authority and client valuations Skills Required: Excellent time management and organisational skills Strong attention to detail Prior IFA / Financial Planning administrative experience (1+ year) Proficiency in Microsoft Office suite Job Title: Financial Planning Admin Location: Alton, UK Salary: £26,000 REF: 8935
Mar 28, 2024
Full time
Recruit UK is delighted to announce an opening for a Financial Planning Administrator to join thriving and growing Financial Planning firm in Alton. We're in search of a motivated individual, ideally with prior experience in IFA Administration, dedicated to supporting financial advisers and liaising effectively with providers and external parties. This role offers the opportunity to be part of a fast-moving team, providing essential administrative support to ensure clients always receive outstanding service. Key to this role is a keen eye for detail and the successful candidate will be expected to work with initiative. On offer: Generous salary up to £26,000 25 days holiday + BH Pension allowance Exam support & study time Comprehensive training and ongoing support Career progression opportunities Great team environment and office culture Key Responsibilities: Report to the Administration Manager, handling day-to-day administrative duties Maintain client files, ensuring compliance and accuracy Foster client relationships, responding swiftly to queries Support advisers in meeting preparations and follow-up documentation Oversee documentation, including processing and managing letters of authority and client valuations Skills Required: Excellent time management and organisational skills Strong attention to detail Prior IFA / Financial Planning administrative experience (1+ year) Proficiency in Microsoft Office suite Job Title: Financial Planning Admin Location: Alton, UK Salary: £26,000 REF: 8935
Customer Processing Administrator Salary: £22,000 Contract: Permanent Location: Home based with some travel to other locations when required. Hours: 36 hours per week (full-time) potential for flexible working requests. Role purpose: Process course applications for qualifications and accredited awards. Update centre and course records. Administer centre training and update customer records accordingly. Support data collation for accredited awards course completion. Main duties and responsibilities Process course applications for qualifications and accredited awards ensuring that all required information is provided by the customer. Administer centre and course information to ensure database records are updated and accurate. Administer centre training completion and update customer records accordingly. Support the Accreditation Manager with the collation of course completion data from centres that deliver accredited awards. Ensure centres have the relevant access to programme resources. To carry out any other duties as requested to support the work of the Leadership Skills Foundation commensurate with the grade and level of responsibility of the post, for which the post holder has the necessary experience and/or training. Skills, experience and knowledge Required/essential: Experience of administration and/or order processing. Ability to use IT, particularly Microsoft applications. Excellent customer service skills. Ability to communicate clearly and succinctly. Time management and planning skills. With this role, you will have the opportunity to support centres deliver leadership programmes that help young people get the recognition they deserve for building the confidence to believe, the qualities to lead, and the skills to succeed. You will do this by supporting the processing of applications to run our programmes. This role is essential to making sure we have all the information we need to support centres and learners to access certificates. We are looking for someone with previous experience in administration and/or order processing with strong IT skills is essential. The role will require a self-starter mindset with an attention for detail, and strong interpersonal, communication and presentation skills. Contractual benefits: Standard 36 hour working week. 25 days annual leave rising to 30 days per year after completion of five years service. Automatic enrolment into NEST Pension scheme after three months, with the option to join group personal pension plan with matched contributions up to five percent following successful completion of probationary period. Agile/flexible working. Home working. Non-contractual benefits: Discretionary extended Christmas break. Vitality Health Care Plan following successful completion of probationary period with the option to add family/significant others at reduced rate. Meaningful and regular one-to-one system as part of a structured personal development process. Cycle to work scheme. Sight test and eyewear financial support. If interested, APPLY NOW! Alternatively, please send a copy of your CV to (url removed) quoting Customer Processing Administrator
Mar 28, 2024
Full time
Customer Processing Administrator Salary: £22,000 Contract: Permanent Location: Home based with some travel to other locations when required. Hours: 36 hours per week (full-time) potential for flexible working requests. Role purpose: Process course applications for qualifications and accredited awards. Update centre and course records. Administer centre training and update customer records accordingly. Support data collation for accredited awards course completion. Main duties and responsibilities Process course applications for qualifications and accredited awards ensuring that all required information is provided by the customer. Administer centre and course information to ensure database records are updated and accurate. Administer centre training completion and update customer records accordingly. Support the Accreditation Manager with the collation of course completion data from centres that deliver accredited awards. Ensure centres have the relevant access to programme resources. To carry out any other duties as requested to support the work of the Leadership Skills Foundation commensurate with the grade and level of responsibility of the post, for which the post holder has the necessary experience and/or training. Skills, experience and knowledge Required/essential: Experience of administration and/or order processing. Ability to use IT, particularly Microsoft applications. Excellent customer service skills. Ability to communicate clearly and succinctly. Time management and planning skills. With this role, you will have the opportunity to support centres deliver leadership programmes that help young people get the recognition they deserve for building the confidence to believe, the qualities to lead, and the skills to succeed. You will do this by supporting the processing of applications to run our programmes. This role is essential to making sure we have all the information we need to support centres and learners to access certificates. We are looking for someone with previous experience in administration and/or order processing with strong IT skills is essential. The role will require a self-starter mindset with an attention for detail, and strong interpersonal, communication and presentation skills. Contractual benefits: Standard 36 hour working week. 25 days annual leave rising to 30 days per year after completion of five years service. Automatic enrolment into NEST Pension scheme after three months, with the option to join group personal pension plan with matched contributions up to five percent following successful completion of probationary period. Agile/flexible working. Home working. Non-contractual benefits: Discretionary extended Christmas break. Vitality Health Care Plan following successful completion of probationary period with the option to add family/significant others at reduced rate. Meaningful and regular one-to-one system as part of a structured personal development process. Cycle to work scheme. Sight test and eyewear financial support. If interested, APPLY NOW! Alternatively, please send a copy of your CV to (url removed) quoting Customer Processing Administrator
Atkinson Moss are proud to be partnering with a property management company in their search for a confident and friendly Facilities Coordinator. They will provide intrinsic support in the running and maintenance of a busy and vibrant city centre business hub. My client is open to receiving applicants from experienced facilities assistants as well as those with limited experience but excellent administration and organisation skills, who are interested in learning and developing within the role and business. This is a full time, permanent position working Monday - Friday between the hours of 9am - 5pm with some flexibility required in-line with business needs. Day to day responsibility and remit: Support the Financial Accountant on general monthly billing and associated tasks, including supplier payments and reconciling our daily coffee shop and co working sales. Review and upkeep corporate governance and response plans - including GDPR, environmental and other associated compliance. Welcome and book in visitors, co-workers and clients Support in the management of Meeting Rooms and Boardroom Staff Diary and Holiday Planner support Work alongside our Office and Facilities Manager and Asset Management Team to deliver excellent site management to meet the requirements of our tenants. Support in the planning and implementation of Health and Safety matters, including emergency evacuation drills Person Specification: Strong communication and people skills Experience in sales, hospitality and customer service Excellent IT skills including finance software and MS Office Problem solving and efficient time management Practical and flexible approach to tasks Fire Marshall experience an advantage First Adi trained an advantage If you are interested and hold the relevant skills please apply online in the first instance. Should you wish to discuss the role in more detail please contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.
Mar 28, 2024
Full time
Atkinson Moss are proud to be partnering with a property management company in their search for a confident and friendly Facilities Coordinator. They will provide intrinsic support in the running and maintenance of a busy and vibrant city centre business hub. My client is open to receiving applicants from experienced facilities assistants as well as those with limited experience but excellent administration and organisation skills, who are interested in learning and developing within the role and business. This is a full time, permanent position working Monday - Friday between the hours of 9am - 5pm with some flexibility required in-line with business needs. Day to day responsibility and remit: Support the Financial Accountant on general monthly billing and associated tasks, including supplier payments and reconciling our daily coffee shop and co working sales. Review and upkeep corporate governance and response plans - including GDPR, environmental and other associated compliance. Welcome and book in visitors, co-workers and clients Support in the management of Meeting Rooms and Boardroom Staff Diary and Holiday Planner support Work alongside our Office and Facilities Manager and Asset Management Team to deliver excellent site management to meet the requirements of our tenants. Support in the planning and implementation of Health and Safety matters, including emergency evacuation drills Person Specification: Strong communication and people skills Experience in sales, hospitality and customer service Excellent IT skills including finance software and MS Office Problem solving and efficient time management Practical and flexible approach to tasks Fire Marshall experience an advantage First Adi trained an advantage If you are interested and hold the relevant skills please apply online in the first instance. Should you wish to discuss the role in more detail please contact Wendy Wakefield or Lesley Freeman at Atkinson Moss.
The Role: I am recruiting an astute Financial Planning Assistant (Financial Planning Administrator) to support with the provision of financial planning and portfolio management services to high-net-worth clients, working for an award winning and highly respected Chartered Financial Planning firm. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however, they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and will enjoy a highly varied and responsible role, with the opportunity to progress and study for professional exams if they so choose. Salary and Benefits: £25-35,000 (dependant on experience) plus an exceptional benefits package including 23 days holiday + bank holidays + 12 wellbeing days + hybrid working + support with professional training + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: While this Financial Planning Assistant role is based in Paradigm Norton s Exeter office (Sowton, EX2), we are happy to facilitate hybrid working. The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Financial Planning Assistant (Financial Planning Administrator), responsibilities include: Providing the administrative assistance and support involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Preparing letters of authority, obtaining policy information and updating records. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team. Checking and updating valuations and other policy details. Developing relationships with clients, arranging client meetings, collating supporting documents and attending client meetings to take notes where appropriate. Ensuring the client database is up to date including checking and updating valuations and other policy details. General administration - filing and scanning documents, updating spreadsheets, typing, allocating and actioning post and answering the telephone as required. Financial Planning Assistant (Financial Planning Administrator), Skills required: Previous experience in a financial services organisation. An understanding of financial planning is preferable but not essential, but you will be commercially astute with an interest in financial planning. Enthusiastic, keen to learn, proactive, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Planning Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.
Mar 28, 2024
Full time
The Role: I am recruiting an astute Financial Planning Assistant (Financial Planning Administrator) to support with the provision of financial planning and portfolio management services to high-net-worth clients, working for an award winning and highly respected Chartered Financial Planning firm. The successful candidate will have experience of working in the financial services sector in a highly involved and responsible support capacity, however, they will not be expected to know the intricacies of financial planning as training and support will be provided. They will have exceptional organisational, communication and administrative skills, ensuring the effective and efficient delivery of all aspects of financial planning and will enjoy a highly varied and responsible role, with the opportunity to progress and study for professional exams if they so choose. Salary and Benefits: £25-35,000 (dependant on experience) plus an exceptional benefits package including 23 days holiday + bank holidays + 12 wellbeing days + hybrid working + support with professional training + 10% employers pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan + cycle to work scheme. Home Working and Flexibility: While this Financial Planning Assistant role is based in Paradigm Norton s Exeter office (Sowton, EX2), we are happy to facilitate hybrid working. The Company: Established in 2001, Paradigm Norton are one of the largest truly independent financial planning companies in England, servicing over 1,400 families with over £1.3 billion of assets under management and employing a team of 80 across four offices: Bristol, London, Exeter and Torquay. They are the only financial planning firm to have won the prestigious Citywire New Model Adviser Southwest award 11 times, most recently in 2020, they are a Certified B Corporation and in March 2019 became an employee-owned business. Putting the clients goals at the heart of the process they deliver comprehensive and bespoke financial planning, investment and portfolio management, tax and estate planning and advice on giving and philanthropy, translating complex financial issues and strategies for high-net-worth clients into workable solutions. Financial Planning Assistant (Financial Planning Administrator), responsibilities include: Providing the administrative assistance and support involved in providing financial planning and portfolio management services to high-net-worth clients. Assisting the Client Managers with collating data and preparing for client annual reviews. Preparing letters of authority, obtaining policy information and updating records. Assisting in the production of relevant paperwork such as valuations, reports, illustrations, letters, application forms, spreadsheets, presentations and other documents as required by the team. Checking and updating valuations and other policy details. Developing relationships with clients, arranging client meetings, collating supporting documents and attending client meetings to take notes where appropriate. Ensuring the client database is up to date including checking and updating valuations and other policy details. General administration - filing and scanning documents, updating spreadsheets, typing, allocating and actioning post and answering the telephone as required. Financial Planning Assistant (Financial Planning Administrator), Skills required: Previous experience in a financial services organisation. An understanding of financial planning is preferable but not essential, but you will be commercially astute with an interest in financial planning. Enthusiastic, keen to learn, proactive, with a proven record of taking responsibility and self-motivation. Excellent written and verbal communication skills, with strong analytical, administrative and organisational skills and fanatical attention to detail. Intelligent with high levels of numeracy and IT literacy (especially Word, Excel and Outlook) and adaptable to change. A strong relationship builder and excellent team player, with a caring and considerate approach. An affinity with the company values of people matter and setting the bar high . Dawn O Shea is recruiting the Financial Planning Assistant (Financial Planning Administrator) directly on behalf of Paradigm Norton Financial Planning Ltd so NO AGENCIES PLEASE. If you are successful in being short-listed, you will be contacted within the next 14 days to discuss the role and your requirements in more detail.