Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Apr 18, 2024
Full time
Are you an experienced IFA Administrator looking for a new opportunity? Do you want to work for a highly successful company who are experiencing humongous growth due to their continued success? If so, this could be the perfect role for you! What's in it for you? Salary: up to 30,000 doe Hours of work: 9am - 5pm with a 1 hour lunch (35 hours per week) Life Assurance Group Income Protection Location: Warwick Duties/Responsibilities: Administrative Support to Financial Planners and Team Leader Obtaining provider information and collating these together with relevant client specific illustrations required to assist adviser with their recommendations and enable paraplanners to produce comprehensive reports Processing New Business following adviser handover Ensuring all compliance documents on file/provided by adviser prior to submission Ensuring client advised of progress throughout this process Assisting with research and producing FE Analytics fund switch reports (inc charges schedule) in line with adviser recommendations Producing Risk Profiler results where required Processing and monitoring switch directly with provider or electronically via platform All above is to be adhered to in line with the WS Fund Switch Process Preparing valuation reports Preparing supporting performance documentation for client review appointments Preparing review checklist for adviser/client appointments Preparing any documentation required (compliance or policy specific i.e. death benefit nomination form) Preparing half yearly valuation reports for issue to client (postal or electronic) Completing withdrawal instructions on behalf of clients/advisers, as directed by adviser To provide an efficient, high quality and compliant service to our clients. Deliver a full customer service in a professional, timely and efficient manner. Skills/Experience required: Previous experience as an IFA Administrator is essential Demonstrating good customer communication and relationships Team working and collaboration Planning and Prioritising Using systems and processes Demonstrate honesty and integrity Adaptability Enthusiasm Dependability Personal commitment Please apply today of this sounds like you! KSBirmingham Kelly Services are acting as an Employment Agency in relation to this role. Should you choose to apply, your information will be processed in accordance with Kelly's Privacy Statement. For information regarding data protection at Kelly, please visit the Kelly website and have a look into the Privacy Statement. As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
Apr 18, 2024
Full time
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
IFA ADMINISTRATOR - Sports Professionals Location: Altrincham Salary: Up to £28,500 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; " Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations " Use of Provider Platforms " Liaising with very HNW Clients and Sports professionals " Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. NJR REF: 14157
Apr 16, 2024
Full time
IFA ADMINISTRATOR - Sports Professionals Location: Altrincham Salary: Up to £28,500 NJR Recruitment are working exclusively and in Partnership with a large and Award Winning firm of Chartered Financial Planners based in the Heart of Cheshire. They have an incredibly exciting opportunity for an experienced industry Administrator who has obtained some solid experience working within Financial Planning. Forming part of the business who specialise in advising High Profile Sports Professionals, mainly Premiership Footballers but also Golf players and Jockeys on all aspects of Financial Planning, the successful candidate will join a vibrant, outgoing and lively team. Working alongside the Advisers and Paraplanners, our Client is looking for someone who can 'hit the ground' running offering previous experience in a similar environment. Knowledge of Back Office Systems and Provider Platforms is required, as are outstanding communication and interpersonal skills. Daily duties will be varied consisting of; " Processing new business applications - Pensions & Investments " Creating Client Illustrations & Valuations " Use of Provider Platforms " Liaising with very HNW Clients and Sports professionals " Diary management and organising Consultants diaries This is a growing, young, and lively team. Candidates should be highly professional with the ability to interact and work well as part of a team. Those who are keen to undertake professional exams will be fully supported. An excellent technical ability alongside a 'switched on' work manner is required. NJR REF: 14157
Talent UK are recruiting on behalf of our client based in Leeds. Our client are a well established market leading Wealth Management company. Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday Overall role You will be taksed with providing a Superb level of support to clients and our clients team within a busy office. You will be a key member of the team dealing with a wide range of administration tasks. This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude. Full training will be given and there is scope within this role to progress and develop your knowledge. Responsibilities Writing Suitability Reports for new business Writing Annual Review Letters for our existing clients following their review Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required). Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system. Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner Generating Protection quotes both on a individual and group basis Complete post meeting letters for the basic Annual Review meetings. Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments. Preparing client files for reviews Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc. Liaising with adviser and clients to ensure excellent service is delivered Ensuring all client documentation is correctly recorded Ensuring all systems are updated with progress and a clear audit trail is available Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files. In order to be considered for this opportunity, candidates need to have the following: Ideally 1 years experience in financial services Previous experience in a customer facing role providing excellent customer service Previous experience in an administration role Minimum A-C in GCSE Maths and English is Essential You will be able to demonstrate the following skillsets: Ability to do diary management Great organising and planning skills Strong written and verbal communication skills Ability to work on your own and use your initiative and to also work well as part of a team Basic understanding of ISA's, pensions, and protection products. Ability to manage own workload and provide timely responses Good communication skills on the telephone Good telephone manner with the ability to build rapport and provide excellent customer service Accuracy and attention to detail Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook Good written skills to help with a basic form of letter writing In return you will be rewarded with the following Excellent base salary Generous holiday entitlement Pension Opportunity to progress To be considered for this role please forward your up to date CV for consideration. This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further. We will not submit your CV until you have been briefed on the position and we have your consent to do so.
Apr 16, 2024
Full time
Talent UK are recruiting on behalf of our client based in Leeds. Our client are a well established market leading Wealth Management company. Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday Overall role You will be taksed with providing a Superb level of support to clients and our clients team within a busy office. You will be a key member of the team dealing with a wide range of administration tasks. This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude. Full training will be given and there is scope within this role to progress and develop your knowledge. Responsibilities Writing Suitability Reports for new business Writing Annual Review Letters for our existing clients following their review Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required). Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system. Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner Generating Protection quotes both on a individual and group basis Complete post meeting letters for the basic Annual Review meetings. Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments. Preparing client files for reviews Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc. Liaising with adviser and clients to ensure excellent service is delivered Ensuring all client documentation is correctly recorded Ensuring all systems are updated with progress and a clear audit trail is available Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files. In order to be considered for this opportunity, candidates need to have the following: Ideally 1 years experience in financial services Previous experience in a customer facing role providing excellent customer service Previous experience in an administration role Minimum A-C in GCSE Maths and English is Essential You will be able to demonstrate the following skillsets: Ability to do diary management Great organising and planning skills Strong written and verbal communication skills Ability to work on your own and use your initiative and to also work well as part of a team Basic understanding of ISA's, pensions, and protection products. Ability to manage own workload and provide timely responses Good communication skills on the telephone Good telephone manner with the ability to build rapport and provide excellent customer service Accuracy and attention to detail Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook Good written skills to help with a basic form of letter writing In return you will be rewarded with the following Excellent base salary Generous holiday entitlement Pension Opportunity to progress To be considered for this role please forward your up to date CV for consideration. This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further. We will not submit your CV until you have been briefed on the position and we have your consent to do so.
Finance & Risk Director Full-time role with salary up to £70,000, commensurate with experience. Exceptional part-time candidates considered if able to effectively deliver all responsibilities. The role The Finance and Risk Director at the Impact Investing Institute ("the Institute") plays a critical role in achieving our mission. You will provide strategic and financial leadership to ensure that the Institute's strategic funding model and day to day management of its finances is sound. You will develop all necessary policies and procedures to ensure the effective operation of an enterprise-wide risk management framework including fit for purpose systems and controls. The Finance and Risk Director is a member of the Senior Management Team (SMT) and works with the CEO and Executive Directors to ensure that the Institute remains financially viable and operates within risk appetite limits established by the Board. Key responsibilities Resource Planning, Budgeting and Reporting Direct the Institute's annual budget setting and longer term strategic financial planning, with a robust analysis of past financial performance and intended expenditure, forecast income and net cashflow Deliver to the Chief Executive, Board, Finance, Risk and Audit Committee (FRAC) and SMT a high-quality balanced scorecard, providing advice and support on resource planning. Ensure budget holders receive up to date timely and accurate management accounts and information in order to maintain day to day control of the expenditure budget Review all grant and funding agreements (income) as well as contracts for services (expenditure); ensuring contractual risks are mitigated across the enterprise. Generate high-quality information on fundraising pipeline and financial forecasts, as well as financial reporting for grant purposes Ensure income and expenditure are appropriately apportioned and tracked for grants, projects, and services, maintaining clear records for reporting and compliance purposes Ensure effective financial management to optimise interest income and corporation tax Encourage innovation and seek best practice for a business of the Institute's size and ambitions, and enhance the processes in place for effective resource allocation and performance monitoring Financial Systems, Control and Accounting Ensure the Institute (and any future subsidiaries) operates robust accounting procedures and systems of internal financial controls, in line with current good practice Manage all tax-related activities including in relation to VAT, ensuring that accurate VAT records are maintained and VAT returns compliant with tax regulations are submitted. Seek external tax advice where appropriate and liaise with external tax advisers Lead the preparation of the annual report and accounts for audit in line with good practice, liaising with the auditors and presenting the final accounts to the FRAC and Board for approval Lead payroll provision and ensure accurate and timely salary and related payments Ensure that an appropriate register of assets is maintained, that the Institute has adequate cash holdings, and that cash is moved to interest-bearing accounts as appropriate Risk management Manage the Institute's approach to strategic, financial and operational risk, with the support of the Executive Team and the FRAC Implement, oversee and review the Institute's systems of enterprise-wide risk management and controls assurance, ensuring financial and business risks are identified and managed on a continuous basis Oversee the maintenance and regular updating of our risk register, risk universe, risk appetite matrix, and key risks, ensuring they reflect current likelihoods, impacts, and mitigation strategies Collaborate closely with the SMT the FRAC and the Board, providing regular, detailed reports on the Institute's risk profile and the effectiveness of mitigation efforts Develop and monitor risk mitigation plans, ensuring alignment with organisational objectives and compliance with regulatory requirements Promote a risk-aware culture across the organisation through training and communication Functional leadership Lead the design of the function to deliver an efficient and effective approach to finance and risk, including identifying the most cost-efficient balance between internal and outsourced resourcing Create, lead, manage, inspire and develop a positive, inspirational and proactive culture. Be visible, energetic and participative, encouraging cross-team working Effectively manage the performance of team members if/as required, ensuring they are working to agreed objectives, delivering outcomes and that they receive appropriate training and support. Personal Profile Financial Expertise and Qualifications: Fully qualified accountant with over 10 years of financial management experience, demonstrating robust financial systems control, and accounting proficiency. Good understanding of tax matters, including ensuring that the organization is prepared for any tax-related contingencies Risk management: Proven track record in strategic risk management and leadership in risk-aware organisational cultures. Demonstrates strong analytical skills, resilience in the face of complex challenges, and a keen ability to align risk management with broader organizational goals. Skilled in maintaining a comprehensive risk register and developing risk mitigation strategies Analytical and Strategic Planning: Exceptional analytical and decision-making skills with a strong focus on strategic financial planning, resource allocation, and performance monitoring. Proficient in using financial modelling to support strategic decisions and operational improvements Financial Systems and Control: Expert in implementing and managing financial systems and controls to ensure data integrity and operational efficiency. Adept at leveraging technology for financial reporting, forecasting, and budgeting Resource Management and Compliance: Demonstrated ability in resource planning, managing budgets, cash flow, and capital, alongside a solid understanding of accounting principles, tax regulations, and compliance requirements to drive sustainable growth and financial integrity. Desirable - experience of government and/or charity sector funding Leadership and Collaborative Communication: Accomplished leader with a proven track record in managing and motivating cross-functional teams, fostering a positive organizational culture, and promoting a risk-aware environment through effective collaboration with the SMT, external providers, and stakeholder How to Apply: All applications must be submitted via BeApplied. We are committed to equal opportunities, and the initial screening stage will be based on your responses to role-specific questions (250 words limit). These responses will be reviewed anonymously and randomly, so please take the time to answer fully. Important Notes: The successful candidate must have the right to work in the UK by the start of employment. The Impact Investing Institute is an Equal Employment Opportunity employer. We welcome applications from all sections of society and do not discriminate based on gender, age, disability, religion, belief, sexual orientation, marital status, or race. (Note to applicants: DIE information submitted in the application is anonymous and helps us to ensure our roles are reaching a wide pool of candidates.) Please let us know if you require any reasonable adjustments during the application process. When submitting your application, you will be required to declare that you have not used auto-generation software. You can view our policies at If offered the role, you will need to provide : Proof of your right to work in the UK. Two referees, one being a previous line manager or professor. Roles including line management responsibility should include a referee who they previously line managed. Details for pre-employment checks, including proof of ID and address.
Apr 15, 2024
Full time
Finance & Risk Director Full-time role with salary up to £70,000, commensurate with experience. Exceptional part-time candidates considered if able to effectively deliver all responsibilities. The role The Finance and Risk Director at the Impact Investing Institute ("the Institute") plays a critical role in achieving our mission. You will provide strategic and financial leadership to ensure that the Institute's strategic funding model and day to day management of its finances is sound. You will develop all necessary policies and procedures to ensure the effective operation of an enterprise-wide risk management framework including fit for purpose systems and controls. The Finance and Risk Director is a member of the Senior Management Team (SMT) and works with the CEO and Executive Directors to ensure that the Institute remains financially viable and operates within risk appetite limits established by the Board. Key responsibilities Resource Planning, Budgeting and Reporting Direct the Institute's annual budget setting and longer term strategic financial planning, with a robust analysis of past financial performance and intended expenditure, forecast income and net cashflow Deliver to the Chief Executive, Board, Finance, Risk and Audit Committee (FRAC) and SMT a high-quality balanced scorecard, providing advice and support on resource planning. Ensure budget holders receive up to date timely and accurate management accounts and information in order to maintain day to day control of the expenditure budget Review all grant and funding agreements (income) as well as contracts for services (expenditure); ensuring contractual risks are mitigated across the enterprise. Generate high-quality information on fundraising pipeline and financial forecasts, as well as financial reporting for grant purposes Ensure income and expenditure are appropriately apportioned and tracked for grants, projects, and services, maintaining clear records for reporting and compliance purposes Ensure effective financial management to optimise interest income and corporation tax Encourage innovation and seek best practice for a business of the Institute's size and ambitions, and enhance the processes in place for effective resource allocation and performance monitoring Financial Systems, Control and Accounting Ensure the Institute (and any future subsidiaries) operates robust accounting procedures and systems of internal financial controls, in line with current good practice Manage all tax-related activities including in relation to VAT, ensuring that accurate VAT records are maintained and VAT returns compliant with tax regulations are submitted. Seek external tax advice where appropriate and liaise with external tax advisers Lead the preparation of the annual report and accounts for audit in line with good practice, liaising with the auditors and presenting the final accounts to the FRAC and Board for approval Lead payroll provision and ensure accurate and timely salary and related payments Ensure that an appropriate register of assets is maintained, that the Institute has adequate cash holdings, and that cash is moved to interest-bearing accounts as appropriate Risk management Manage the Institute's approach to strategic, financial and operational risk, with the support of the Executive Team and the FRAC Implement, oversee and review the Institute's systems of enterprise-wide risk management and controls assurance, ensuring financial and business risks are identified and managed on a continuous basis Oversee the maintenance and regular updating of our risk register, risk universe, risk appetite matrix, and key risks, ensuring they reflect current likelihoods, impacts, and mitigation strategies Collaborate closely with the SMT the FRAC and the Board, providing regular, detailed reports on the Institute's risk profile and the effectiveness of mitigation efforts Develop and monitor risk mitigation plans, ensuring alignment with organisational objectives and compliance with regulatory requirements Promote a risk-aware culture across the organisation through training and communication Functional leadership Lead the design of the function to deliver an efficient and effective approach to finance and risk, including identifying the most cost-efficient balance between internal and outsourced resourcing Create, lead, manage, inspire and develop a positive, inspirational and proactive culture. Be visible, energetic and participative, encouraging cross-team working Effectively manage the performance of team members if/as required, ensuring they are working to agreed objectives, delivering outcomes and that they receive appropriate training and support. Personal Profile Financial Expertise and Qualifications: Fully qualified accountant with over 10 years of financial management experience, demonstrating robust financial systems control, and accounting proficiency. Good understanding of tax matters, including ensuring that the organization is prepared for any tax-related contingencies Risk management: Proven track record in strategic risk management and leadership in risk-aware organisational cultures. Demonstrates strong analytical skills, resilience in the face of complex challenges, and a keen ability to align risk management with broader organizational goals. Skilled in maintaining a comprehensive risk register and developing risk mitigation strategies Analytical and Strategic Planning: Exceptional analytical and decision-making skills with a strong focus on strategic financial planning, resource allocation, and performance monitoring. Proficient in using financial modelling to support strategic decisions and operational improvements Financial Systems and Control: Expert in implementing and managing financial systems and controls to ensure data integrity and operational efficiency. Adept at leveraging technology for financial reporting, forecasting, and budgeting Resource Management and Compliance: Demonstrated ability in resource planning, managing budgets, cash flow, and capital, alongside a solid understanding of accounting principles, tax regulations, and compliance requirements to drive sustainable growth and financial integrity. Desirable - experience of government and/or charity sector funding Leadership and Collaborative Communication: Accomplished leader with a proven track record in managing and motivating cross-functional teams, fostering a positive organizational culture, and promoting a risk-aware environment through effective collaboration with the SMT, external providers, and stakeholder How to Apply: All applications must be submitted via BeApplied. We are committed to equal opportunities, and the initial screening stage will be based on your responses to role-specific questions (250 words limit). These responses will be reviewed anonymously and randomly, so please take the time to answer fully. Important Notes: The successful candidate must have the right to work in the UK by the start of employment. The Impact Investing Institute is an Equal Employment Opportunity employer. We welcome applications from all sections of society and do not discriminate based on gender, age, disability, religion, belief, sexual orientation, marital status, or race. (Note to applicants: DIE information submitted in the application is anonymous and helps us to ensure our roles are reaching a wide pool of candidates.) Please let us know if you require any reasonable adjustments during the application process. When submitting your application, you will be required to declare that you have not used auto-generation software. You can view our policies at If offered the role, you will need to provide : Proof of your right to work in the UK. Two referees, one being a previous line manager or professor. Roles including line management responsibility should include a referee who they previously line managed. Details for pre-employment checks, including proof of ID and address.
Senior Business Development Manager (12 Month FTC) London / Hybrid Competitve Package (details on application) Our client is a leading global law firm and a trusted adviser to local and global corporates, financial institutions and governments. We are seeking a Senior Business Development Manager for their Finance, Funds & Restructuring (FFR) Team based in London. The FFR Division is central to the success of the firm and comprises leading practices across the business. With huge ambitions for the future growth of the practice, significant business development support is needed to help us realise this potential. The Senior BDM is responsible for : Working closely with key practice and industry partners on the development and execution of the financial services team strategic plans Serving as a member of the FFR leadership team Driving and managing the effective execution of the go-to-market- strategy Managing specified key client accounts, ensuring relationships and growth targets are met or exceeded year-on-year Executing and supporting strategically important pursuits Leading and developing a financial services focused BD team Core Responsibilities: Work with the key practice and industry partners to develop the BD strategy to maximise opportunities to grow revenue in line with the firm's strategic plan Develop and lead strategic BD initiatives to meet the business plan goals, evaluating progress on implementation Provide market information and analysis of financials to identify trends and opportunities to raise our profile and awareness in key markets Manage and support the entire opportunity pursuit process, including identifying opportunities, managing opportunity tracking processes, preparing client-focused sales collateral and coordinating partners around pipelines and strategic pursuits (including go/no go) Collaborate with other practice and industry CMG teams to identify cross-selling opportunities Develop and implement integrated profile-raising campaigns, thought leadership, digital marketing, events and other market facing activities, working collaboratively with the CMG team and other specialists Develop and manage the BD budget, monitoring spend and capturing ROI Maintain knowledge of key and emerging issues impacting the practice and industry Ensure the requirements for data capture are met (e.g. experience statements; relevant directory and award submissions; etc.) Lead and develop the aligned CMG Managers and Executives to ensure that all performance and learning metrics are achieved Contribute to wider BD team projects, including supporting new systems and processes, as required Support Client Relationship Partners to develop and execute client account plans for relevant clients to help deepen relationships and drive profitable growth across the Ashurst network Coordinate and manage pipeline development with the Client Relationship Partners within the designated client accounts Drive the Client Listening programme by conducting and capturing client feedback through client listening, matter and pitch debriefs Essential skills and experience: Previous experience in a professional services BD environment Demonstrated leadership experience for both coaching teams and managing major projects and/or initiatives Commercial awareness and an innovative mind-set for developing and evolving ways of working Enthusiastic and proactive, with the ability to work to tight deadlines and manage multiple projects and activities Excellent verbal and written communication with the ability to effectively interact with peers and influence internal clients including senior stakeholders Strategic thinker with strong focus on execution Ability to build positive and collaborative working relationships with the BD, legal teams and other functions
Apr 14, 2024
Contractor
Senior Business Development Manager (12 Month FTC) London / Hybrid Competitve Package (details on application) Our client is a leading global law firm and a trusted adviser to local and global corporates, financial institutions and governments. We are seeking a Senior Business Development Manager for their Finance, Funds & Restructuring (FFR) Team based in London. The FFR Division is central to the success of the firm and comprises leading practices across the business. With huge ambitions for the future growth of the practice, significant business development support is needed to help us realise this potential. The Senior BDM is responsible for : Working closely with key practice and industry partners on the development and execution of the financial services team strategic plans Serving as a member of the FFR leadership team Driving and managing the effective execution of the go-to-market- strategy Managing specified key client accounts, ensuring relationships and growth targets are met or exceeded year-on-year Executing and supporting strategically important pursuits Leading and developing a financial services focused BD team Core Responsibilities: Work with the key practice and industry partners to develop the BD strategy to maximise opportunities to grow revenue in line with the firm's strategic plan Develop and lead strategic BD initiatives to meet the business plan goals, evaluating progress on implementation Provide market information and analysis of financials to identify trends and opportunities to raise our profile and awareness in key markets Manage and support the entire opportunity pursuit process, including identifying opportunities, managing opportunity tracking processes, preparing client-focused sales collateral and coordinating partners around pipelines and strategic pursuits (including go/no go) Collaborate with other practice and industry CMG teams to identify cross-selling opportunities Develop and implement integrated profile-raising campaigns, thought leadership, digital marketing, events and other market facing activities, working collaboratively with the CMG team and other specialists Develop and manage the BD budget, monitoring spend and capturing ROI Maintain knowledge of key and emerging issues impacting the practice and industry Ensure the requirements for data capture are met (e.g. experience statements; relevant directory and award submissions; etc.) Lead and develop the aligned CMG Managers and Executives to ensure that all performance and learning metrics are achieved Contribute to wider BD team projects, including supporting new systems and processes, as required Support Client Relationship Partners to develop and execute client account plans for relevant clients to help deepen relationships and drive profitable growth across the Ashurst network Coordinate and manage pipeline development with the Client Relationship Partners within the designated client accounts Drive the Client Listening programme by conducting and capturing client feedback through client listening, matter and pitch debriefs Essential skills and experience: Previous experience in a professional services BD environment Demonstrated leadership experience for both coaching teams and managing major projects and/or initiatives Commercial awareness and an innovative mind-set for developing and evolving ways of working Enthusiastic and proactive, with the ability to work to tight deadlines and manage multiple projects and activities Excellent verbal and written communication with the ability to effectively interact with peers and influence internal clients including senior stakeholders Strategic thinker with strong focus on execution Ability to build positive and collaborative working relationships with the BD, legal teams and other functions
Job Title: Wealth Management Secretary Location: Kettering Salary: £26,000 - £30,000 The Company: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services. A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Services. Offering exam support and a strong benefits package, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the administrative function of the business and would involve a combination of administrative and PA style duties. The ideal candidate would be comfortable meeting clients and able to manage adviser diaries, workflows and transcribe client meeting notes. Someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: Experience of managing diaries and providing secretarial/administrative support within a financial services environment Previous experience of working within a Wealth Management or Financial Planning business previously Excellent communication skills, both written and verbal. Strong analytical and numerical skills If you are interested in discussing this position, then please get in touch with Capio Recruitment.
Apr 13, 2024
Full time
Job Title: Wealth Management Secretary Location: Kettering Salary: £26,000 - £30,000 The Company: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services. A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Services. Offering exam support and a strong benefits package, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the administrative function of the business and would involve a combination of administrative and PA style duties. The ideal candidate would be comfortable meeting clients and able to manage adviser diaries, workflows and transcribe client meeting notes. Someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. If you are looking to take the next step in your career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services, then this could be the role with you. The Required Skills: Experience of managing diaries and providing secretarial/administrative support within a financial services environment Previous experience of working within a Wealth Management or Financial Planning business previously Excellent communication skills, both written and verbal. Strong analytical and numerical skills If you are interested in discussing this position, then please get in touch with Capio Recruitment.
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Apr 13, 2024
Full time
Senior Financial Services Administrator Location: City of London Salary: £32,000 - £36,000 depending upon experience Hours: Full time, 4 days in the office, 1 x day working from home Are you currently working for a regional SJP office and looking to work for an SJP practice based in London? Or maybe you are working for a small SJP practice in London and are looking to join a larger practice with more career progression? Or are you feeling like your career is developing enough with your current SJP practice? If so, then we may have the opportunity for you The role/Company: This SJP practice is based in the City and has over 20 in the team They have fantastic opportunities for career growth as are currently in the middle of a period of considerable growth and expansion You will be providing a high level of technical and administrative support and also organizing the work flow throughout the practice You will be preparing new business cases, including any compliance required documentation and work closely with the Paraplanners and Advisers As a Financial Services Administrator: You will need previous experience within an SJP practice with experience of processing new business You will have experience of the administration of IHT and /Investment products You may have taken some professional qualifications already or be keen to begin, if so, full support is available to help you do this. If you are ready for a change to an expanding SJP practice in the City, then please apply.
Job Title Legal Secretary Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Closing Date 29-Sep-2022 Position Full Time Business Entity Gateley Legal Department Residential Development Location Birmingham - United Kingdom Job Type Experienced Hire Description Gateley is a legal and professional services group, with over 580 professional advisers. We support more than 5,700 active clients, ranging from FTSE 100 companies to private individuals, in the UK and beyond. We proudly won 'UK Law Firm of the Year' at The British Legal Awards 2019. We are forward thinking and straight talking, our approach is to find solutions to the problems that our clients face. The Team Our Housebuilding Team specialises in residential development - and nothing else. With over 230 specialists, we have the largest residential development team in the UK offering a complete acquisition to disposal service. The team acts for national and regional housebuilders, promoters and institutional landowners on new residential developments of up to 6,500 new homes. We are proud to have worked on the largest modular development in the UK. Each of our plot sales hubs in the South, the Midlands and the North on average handle approximately 4,000 plots sales per annum. Each Plot Sales Hub comprises four teams who work together to support plot sale transactions: site set up; plot sales; part exchange; and infrastructure. The site set up stage is key to ensuring that plot sales run as smoothly as possible, reducing the length of sales times and avoiding delays. Each site set up team consists of experienced lawyers who understand the process from acquisition through to plot sales. The Role We are looking to recruit a proactive Legal Secretary who can provide support to fee earners and partners across our Residential Development team. You will assist fee earners who act for housebuilders and developers dealing with residential development sites. The team specialise in dealing with land acquisitions, land disposals, strategic land options, promotion agreements, affordable housing and long-term development projects. They are also experienced in dealing with funding arrangements for development site acquisitions. The role will be based at our Birmingham office. The role is predominately office based but can be flexible. Key Skills and Experience The successful candidate will be confident liaising with stakeholders, colleagues and clients, proactively organising and managing diaries and taking the lead on tasks to ensure an exceptional and seamless secretarial support service. In particular we look for the following attributes: Previous legal secretarial experience working within either a residential or commercial property team is essential. Ability to type, draft and produce documents efficiently, and with ease is essential. Previous experience of high-volume document production. Complete SDLT forms Land Registry forms Operate Searchflow Competent working knowledge of Microsoft Word is highly essential. First class communication skills both written and verbal. Excellent levels of accuracy. Initiative to learn and ability to self-motivate. Experience of working under pressure to tight deadlines with the ability to remain calm. Capability to prioritise and multitask effectively, with good time management and organisational skills. Always demonstrate discretion and the ability to always maintain absolute confidentiality. IT skills - Microsoft word, typing, case management use, formatting and editing documents. Diversity, Inclusion and Well Being Diversity, inclusion and well-being is an important part of Gateley's culture and values. We recruit talented people from a diverse range of backgrounds and cultures, providing equal opportunities for all to join our team regardless of age, sex, race, disability, sexual orientation, disability, and culture. We create an exciting and rewarding place to work that aims to fulfil everyone's potential and together to achieve personal and business goals. We offer flexible working patterns to help our staff achieve a good work/ life balance and we encourage candidates seeking flexibility in their next role to apply for any of our vacancies. We are proud to have been recognised by The Law Society as gold standard for our Diversity and Inclusion Charter and to be Stonewall Diversity Champions. The successful candidate will have their own workload, be able to work with minimal supervision, manage their own time and work well under pressure. Additional Information If you are successful in receiving an offer of a role with our company a variety of pre-employment screening checks will be completed. Our screening checks can include but are not limited to your eligibility to work, professional and academic qualifications, any criminal records, your financial stability and references from previous employers. The screening that takes place will be relevant to your role and will vary from role to role.
Sep 24, 2022
Full time
Job Title Legal Secretary Below, you will find a complete breakdown of everything required of potential candidates, as well as how to apply Good luck. Closing Date 29-Sep-2022 Position Full Time Business Entity Gateley Legal Department Residential Development Location Birmingham - United Kingdom Job Type Experienced Hire Description Gateley is a legal and professional services group, with over 580 professional advisers. We support more than 5,700 active clients, ranging from FTSE 100 companies to private individuals, in the UK and beyond. We proudly won 'UK Law Firm of the Year' at The British Legal Awards 2019. We are forward thinking and straight talking, our approach is to find solutions to the problems that our clients face. The Team Our Housebuilding Team specialises in residential development - and nothing else. With over 230 specialists, we have the largest residential development team in the UK offering a complete acquisition to disposal service. The team acts for national and regional housebuilders, promoters and institutional landowners on new residential developments of up to 6,500 new homes. We are proud to have worked on the largest modular development in the UK. Each of our plot sales hubs in the South, the Midlands and the North on average handle approximately 4,000 plots sales per annum. Each Plot Sales Hub comprises four teams who work together to support plot sale transactions: site set up; plot sales; part exchange; and infrastructure. The site set up stage is key to ensuring that plot sales run as smoothly as possible, reducing the length of sales times and avoiding delays. Each site set up team consists of experienced lawyers who understand the process from acquisition through to plot sales. The Role We are looking to recruit a proactive Legal Secretary who can provide support to fee earners and partners across our Residential Development team. You will assist fee earners who act for housebuilders and developers dealing with residential development sites. The team specialise in dealing with land acquisitions, land disposals, strategic land options, promotion agreements, affordable housing and long-term development projects. They are also experienced in dealing with funding arrangements for development site acquisitions. The role will be based at our Birmingham office. The role is predominately office based but can be flexible. Key Skills and Experience The successful candidate will be confident liaising with stakeholders, colleagues and clients, proactively organising and managing diaries and taking the lead on tasks to ensure an exceptional and seamless secretarial support service. In particular we look for the following attributes: Previous legal secretarial experience working within either a residential or commercial property team is essential. Ability to type, draft and produce documents efficiently, and with ease is essential. Previous experience of high-volume document production. Complete SDLT forms Land Registry forms Operate Searchflow Competent working knowledge of Microsoft Word is highly essential. First class communication skills both written and verbal. Excellent levels of accuracy. Initiative to learn and ability to self-motivate. Experience of working under pressure to tight deadlines with the ability to remain calm. Capability to prioritise and multitask effectively, with good time management and organisational skills. Always demonstrate discretion and the ability to always maintain absolute confidentiality. IT skills - Microsoft word, typing, case management use, formatting and editing documents. Diversity, Inclusion and Well Being Diversity, inclusion and well-being is an important part of Gateley's culture and values. We recruit talented people from a diverse range of backgrounds and cultures, providing equal opportunities for all to join our team regardless of age, sex, race, disability, sexual orientation, disability, and culture. We create an exciting and rewarding place to work that aims to fulfil everyone's potential and together to achieve personal and business goals. We offer flexible working patterns to help our staff achieve a good work/ life balance and we encourage candidates seeking flexibility in their next role to apply for any of our vacancies. We are proud to have been recognised by The Law Society as gold standard for our Diversity and Inclusion Charter and to be Stonewall Diversity Champions. The successful candidate will have their own workload, be able to work with minimal supervision, manage their own time and work well under pressure. Additional Information If you are successful in receiving an offer of a role with our company a variety of pre-employment screening checks will be completed. Our screening checks can include but are not limited to your eligibility to work, professional and academic qualifications, any criminal records, your financial stability and references from previous employers. The screening that takes place will be relevant to your role and will vary from role to role.
Forensic Accounting and Valuations Manager Competitive Salary + Benefits Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together. Our motto when it comes to career development is "Your Journey, Your Voice, Your Success". Azets is an award-winning leading firm of Accountants and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone. We have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK, and we are over the moon to have been awarded Accountancy Firm of the Year in the FD Excellence Survey 2020. As a result of this growth, we are now looking to invest in our skills set even further! Forensic Accounting and Valuations Manager Competitive Salary + Benefits Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together. Our motto when it comes to career development is "Your Journey, Your Voice, Your Success". Azets is an award-winning leading firm of Accountants and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone. We have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK, and we are over the moon to have been awarded Accountancy Firm of the Year in the FD Excellence Survey 2020. As a result of this growth, we are now looking to invest in our skills set even further! To get the job that you'll love For us, the personal attributes of each of our employees is what makes us authentic in the marketplace. We look for people who can not only collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people's opinions. We're looking for someone who wants to join a family of like-minded individuals and be more than just a team member. As a Manager within our Forensic Accounting team, you will be responsible for the investigations of misconduct and breaches of fellow industry professionals. You will be working closely with the Partner to deliver complex investigations by recommending and delivering the best avenues of enquiry and documentation required. You will use your expert eye to assimilate high volumes of complex material and produce evidence and content to support the investigations you are managing. As a Forensic Manager, prior experience of working within this field will be essential. You will also require detailed understanding of audit and hold a recognised accounting qualification such as ACA/ACCA. This role requires strong communication skills both for internal and external interaction. As you progress as part of the Azets family you will build your experience through supporting and in time delivering evidence in Court and produce innovative and proactive initiatives support the Partner in their business development. Sound interesting? A note from the Hiring Manager "We are currently seeking a Manager in a top 10 accountancy firm in London. The Forensic Accounting and Valuations team is still in its infancy but has already grown significantly in the last couple of years, with a particular focus on disputes and valuations. An accounting qualification (ACA / ACCA) and previous forensic accounting and / or valuations experience essential. This position offers strong progression opportunities, responsibility for management and running of the cases, offers a work-life balance, and a very competitive salary. " What's in it for you? 33 days annual leave (31 for Students with study package and 38 for Partners) inc. bank holidays Birthday Day off Lead Incentive Scheme (applicable to up to and including Associate Director level) -We offer generous financial rewards for helping Azets to grow our new client portfolio. Reimbursement of one professional subscription each year Private Medical Cover (applicable to Director/Partner level) Enhanced Parental + Family leave - We want Azets to be a place where you can combine both a career and a family so those going on Maternity Leave can expect 100% pay for 3 months and 50% pay for the next 3 months, those going on Paternity Leave can expect 100% pay for 2 weeks (both subject to eligibility) and our Adoption Leave policy follows the same arrangements. Flexible Working - Azets understand that as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy. Life Assurance - 4 times salary Employee Referral Bonus Employee Benefits Portal Access to our YuLife wellbeing app - Includes EAP, 24/7 GP access, retail vouchers and discounts, free digital will writing, discounted gym memberships etc. Pension Paid sick leave Career Coaching Cycle to work scheme Employee assistance program - For you and your family. Dress for your day Extensive Learning & Development Opportunities and Study Support Our values are our motivation Our values are at the heart of everything we do. We're looking for people who also believe in these drivers as we work together to achieve success for both our colleagues and our clients alike. As a business, we believe we are stronger together. We share knowledge, ask for help and empower each other to achieve more collectively. We are open-minded and value everyone's contribution, embracing our differences and fostering a culture of trust and inclusion. We look for people who adapt quickly to change, finding smart ways to deliver the best results and remain one step ahead. Does this sound like you? Why join the Azets family? The relationship that we have with our colleagues is of the upmost importance to us as a business. Your voice is important to us. Attracting and retaining the right people who will deliver the level of service that our clients expect is key to both our and your success. We offer training and development opportunities to all employees and nurture talent from all backgrounds. This helps us to grow our own and bring out the very best in people.
Sep 24, 2022
Full time
Forensic Accounting and Valuations Manager Competitive Salary + Benefits Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together. Our motto when it comes to career development is "Your Journey, Your Voice, Your Success". Azets is an award-winning leading firm of Accountants and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone. We have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK, and we are over the moon to have been awarded Accountancy Firm of the Year in the FD Excellence Survey 2020. As a result of this growth, we are now looking to invest in our skills set even further! Forensic Accounting and Valuations Manager Competitive Salary + Benefits Are you looking to take the next step on your journey? Do you want to be part of an international family whose vision is "To make their services smarter, more effective, and more personal every day"? If yes, then you could be our next investment! At Azets, you're in control of your career and with our support this will make us even stronger, together. Our motto when it comes to career development is "Your Journey, Your Voice, Your Success". Azets is an award-winning leading firm of Accountants and Business Advisers operating across the UK and the Nordics. We are a family of over 6,500 employees and work across over 80 offices in the UK alone. We have seen dramatic growth in recent years which has made us the 9th largest accountancy firm in the UK, and we are over the moon to have been awarded Accountancy Firm of the Year in the FD Excellence Survey 2020. As a result of this growth, we are now looking to invest in our skills set even further! To get the job that you'll love For us, the personal attributes of each of our employees is what makes us authentic in the marketplace. We look for people who can not only collaborate with peers but can also bring their own voice to the table. We want people who are dynamic in their approach and respectful of other people's opinions. We're looking for someone who wants to join a family of like-minded individuals and be more than just a team member. As a Manager within our Forensic Accounting team, you will be responsible for the investigations of misconduct and breaches of fellow industry professionals. You will be working closely with the Partner to deliver complex investigations by recommending and delivering the best avenues of enquiry and documentation required. You will use your expert eye to assimilate high volumes of complex material and produce evidence and content to support the investigations you are managing. As a Forensic Manager, prior experience of working within this field will be essential. You will also require detailed understanding of audit and hold a recognised accounting qualification such as ACA/ACCA. This role requires strong communication skills both for internal and external interaction. As you progress as part of the Azets family you will build your experience through supporting and in time delivering evidence in Court and produce innovative and proactive initiatives support the Partner in their business development. Sound interesting? A note from the Hiring Manager "We are currently seeking a Manager in a top 10 accountancy firm in London. The Forensic Accounting and Valuations team is still in its infancy but has already grown significantly in the last couple of years, with a particular focus on disputes and valuations. An accounting qualification (ACA / ACCA) and previous forensic accounting and / or valuations experience essential. This position offers strong progression opportunities, responsibility for management and running of the cases, offers a work-life balance, and a very competitive salary. " What's in it for you? 33 days annual leave (31 for Students with study package and 38 for Partners) inc. bank holidays Birthday Day off Lead Incentive Scheme (applicable to up to and including Associate Director level) -We offer generous financial rewards for helping Azets to grow our new client portfolio. Reimbursement of one professional subscription each year Private Medical Cover (applicable to Director/Partner level) Enhanced Parental + Family leave - We want Azets to be a place where you can combine both a career and a family so those going on Maternity Leave can expect 100% pay for 3 months and 50% pay for the next 3 months, those going on Paternity Leave can expect 100% pay for 2 weeks (both subject to eligibility) and our Adoption Leave policy follows the same arrangements. Flexible Working - Azets understand that as with any family, we all work in different ways and need flexibility within our working day and therefore we operate a flexible working policy. Life Assurance - 4 times salary Employee Referral Bonus Employee Benefits Portal Access to our YuLife wellbeing app - Includes EAP, 24/7 GP access, retail vouchers and discounts, free digital will writing, discounted gym memberships etc. Pension Paid sick leave Career Coaching Cycle to work scheme Employee assistance program - For you and your family. Dress for your day Extensive Learning & Development Opportunities and Study Support Our values are our motivation Our values are at the heart of everything we do. We're looking for people who also believe in these drivers as we work together to achieve success for both our colleagues and our clients alike. As a business, we believe we are stronger together. We share knowledge, ask for help and empower each other to achieve more collectively. We are open-minded and value everyone's contribution, embracing our differences and fostering a culture of trust and inclusion. We look for people who adapt quickly to change, finding smart ways to deliver the best results and remain one step ahead. Does this sound like you? Why join the Azets family? The relationship that we have with our colleagues is of the upmost importance to us as a business. Your voice is important to us. Attracting and retaining the right people who will deliver the level of service that our clients expect is key to both our and your success. We offer training and development opportunities to all employees and nurture talent from all backgrounds. This helps us to grow our own and bring out the very best in people.
File Reviewer/ Technical Consultant. YOUR NEW COMPANY An exciting opportunity has become available with a Financial Advice business who are an award-winning national IFA business. The business is looking to grow their Compliance team, offering Financial Planning and at Retirement services to clients across the country. The role as a File Reviewer/ Technical Consultant is an exceptional offering and offers the chance to join a growing business that values its staff. The Role: To review the business' compliance with its regulatory and legislative obligations and its own internal policies and procedures in relation primarily to DB transfers and drawdown Responsibilities: Diploma qualified Undertake file reviews and perform regular quality checks on the team's file reviews Identify trends, recommend solutions, and liaise with the advice team and wider business on feedback and implementing agreed changes Assist with and provide feedback on external file reviews Act as a technical point of contact and provide support to the compliance team and wider business Provide training to the compliance team and advisers / trainee advisers to upskill and enhance their knowledge including supporting the attainment of relevant professional qualifications Produce MI and undertake regular reporting Contribute to and, where appropriate, lead specific projects across the business Maintain own competence and keep up to date with regulations and industry/FCA guidance and practice Qualifications: Diploma in Regulated Financial Planning 4 years+ relevant IFA industry experience. Knowledge of all advice areas including retirement planning and pension consolidation. Strong understanding of compliance responsibilities . Ability to work within a team. Previous experience in a supervisory or file review role relating to DB transfer and drawdown business Ability to work across teams and varying staff levels to influence attitudes and working practices to achieve good customer outcomes Skills required: Highly organised, competent individual with positive attitude and enthusiastic nature. An excellent understanding of compliance procedures. A good technical knowledge demonstrated through both experience and exam success. High personal standards to deliver quality support to the team and clients. Previous experience in a supervisory or file review role relating to DB transfer and drawdown business Ability to work across teams and varying staff levels to influence attitudes and working practices to achieve good customer outcomes Specific knowledge and experience around pensions and retirement, including DB pension transfers desirable What you will get: Excellent salary, career progression, increased earning potential, company benefits, sociable and professional working environment.
Sep 18, 2022
Full time
File Reviewer/ Technical Consultant. YOUR NEW COMPANY An exciting opportunity has become available with a Financial Advice business who are an award-winning national IFA business. The business is looking to grow their Compliance team, offering Financial Planning and at Retirement services to clients across the country. The role as a File Reviewer/ Technical Consultant is an exceptional offering and offers the chance to join a growing business that values its staff. The Role: To review the business' compliance with its regulatory and legislative obligations and its own internal policies and procedures in relation primarily to DB transfers and drawdown Responsibilities: Diploma qualified Undertake file reviews and perform regular quality checks on the team's file reviews Identify trends, recommend solutions, and liaise with the advice team and wider business on feedback and implementing agreed changes Assist with and provide feedback on external file reviews Act as a technical point of contact and provide support to the compliance team and wider business Provide training to the compliance team and advisers / trainee advisers to upskill and enhance their knowledge including supporting the attainment of relevant professional qualifications Produce MI and undertake regular reporting Contribute to and, where appropriate, lead specific projects across the business Maintain own competence and keep up to date with regulations and industry/FCA guidance and practice Qualifications: Diploma in Regulated Financial Planning 4 years+ relevant IFA industry experience. Knowledge of all advice areas including retirement planning and pension consolidation. Strong understanding of compliance responsibilities . Ability to work within a team. Previous experience in a supervisory or file review role relating to DB transfer and drawdown business Ability to work across teams and varying staff levels to influence attitudes and working practices to achieve good customer outcomes Skills required: Highly organised, competent individual with positive attitude and enthusiastic nature. An excellent understanding of compliance procedures. A good technical knowledge demonstrated through both experience and exam success. High personal standards to deliver quality support to the team and clients. Previous experience in a supervisory or file review role relating to DB transfer and drawdown business Ability to work across teams and varying staff levels to influence attitudes and working practices to achieve good customer outcomes Specific knowledge and experience around pensions and retirement, including DB pension transfers desirable What you will get: Excellent salary, career progression, increased earning potential, company benefits, sociable and professional working environment.
12 Month Fixed Term Contract Hours - 36.25 from Thursday to Monday Laurus Homes has vacancies for experienced New Homes Sales Advisors to join their successful and growing team. This role will be based on site in the North West. We're a very different kind of property development company. Laurus Homes is a profit-for-purpose housing development company, part of Trafford Housing Trust. We use our profits to lend a helping hand through affordable housing and community projects. We believe everyone deserves a special place to call home. We design homes with a range of options for everyone, including shared ownership and Help to Buy schemes to help getting on the ladder that little bit easier. With a growing new build homes programme across the North West, Laurus Homes is one of the fastest-growing housebuilders across the region. We have a commitment to deliver the highest standards of design, construction, service and a broad range of options to enable buyers to purchase their new home. As a Sales Advisor, you will be our company ambassador, representing this exciting and growing brand. We are looking for a Sales Advisor who is adaptable, energetic, organised and with a big passion for customers. In return, you'll be supported and developed by your Field Sales Manager, enabling you to be the best that you can be and help to build your career and the Laurus brand. Reporting to the Regional Sales Manager, the main duties for this role are as follows: Respond to all leads and enquiries and dispatch appropriate information as required within the specified timescales, as prompted by the CRM system Follow up leads with a view to making appointments for customers to view show homes and/or stock plots and making the most effective use of sales tools on site including interactive platforms To be actively involved with all parties to achieve legal completion, ensuring that properties are ready, to company standards, at handover and that the highest levels of customer satisfaction are delivered Taking reservations and initiating all paperwork with speed and accuracy to support sales To achieve as many reservations as possible to meet or exceed sales targets To achieve the target price or above for each sales plot Ensure purchase information and customer discussions are in line with the Consumer Code Ensure that all potential purchasers are financially qualified as early as possible in the selling process Ensure all potential purchasers are scheme eligible depending on method of purchase, i.e. shared ownership homes as per the Capital Funding Guide requirements Liaise with purchaser, solicitors and financial advisers on a regular basis to ensure progression from reservation to exchange of contracts to legal completion runs smoothly and within defined timescales to meet or exceed targets Ensure the sales office, show homes, domo units, stock plots and associated gardens are well maintained, cleaned and kept up to date Candidates must have had previous experience in a similar role. They will have proven house sales experience and will be used to a target orientated working environment. A full driving licence and car is also essential for this role. Shared Ownership experience desirable but not essential. The successful applicant will be required to move sites, either once the site is fully sold or as the business dictates. The role will require travel. Please note that shift patterns and days vary according to development and as such this is subject to change.
Feb 25, 2022
Contractor
12 Month Fixed Term Contract Hours - 36.25 from Thursday to Monday Laurus Homes has vacancies for experienced New Homes Sales Advisors to join their successful and growing team. This role will be based on site in the North West. We're a very different kind of property development company. Laurus Homes is a profit-for-purpose housing development company, part of Trafford Housing Trust. We use our profits to lend a helping hand through affordable housing and community projects. We believe everyone deserves a special place to call home. We design homes with a range of options for everyone, including shared ownership and Help to Buy schemes to help getting on the ladder that little bit easier. With a growing new build homes programme across the North West, Laurus Homes is one of the fastest-growing housebuilders across the region. We have a commitment to deliver the highest standards of design, construction, service and a broad range of options to enable buyers to purchase their new home. As a Sales Advisor, you will be our company ambassador, representing this exciting and growing brand. We are looking for a Sales Advisor who is adaptable, energetic, organised and with a big passion for customers. In return, you'll be supported and developed by your Field Sales Manager, enabling you to be the best that you can be and help to build your career and the Laurus brand. Reporting to the Regional Sales Manager, the main duties for this role are as follows: Respond to all leads and enquiries and dispatch appropriate information as required within the specified timescales, as prompted by the CRM system Follow up leads with a view to making appointments for customers to view show homes and/or stock plots and making the most effective use of sales tools on site including interactive platforms To be actively involved with all parties to achieve legal completion, ensuring that properties are ready, to company standards, at handover and that the highest levels of customer satisfaction are delivered Taking reservations and initiating all paperwork with speed and accuracy to support sales To achieve as many reservations as possible to meet or exceed sales targets To achieve the target price or above for each sales plot Ensure purchase information and customer discussions are in line with the Consumer Code Ensure that all potential purchasers are financially qualified as early as possible in the selling process Ensure all potential purchasers are scheme eligible depending on method of purchase, i.e. shared ownership homes as per the Capital Funding Guide requirements Liaise with purchaser, solicitors and financial advisers on a regular basis to ensure progression from reservation to exchange of contracts to legal completion runs smoothly and within defined timescales to meet or exceed targets Ensure the sales office, show homes, domo units, stock plots and associated gardens are well maintained, cleaned and kept up to date Candidates must have had previous experience in a similar role. They will have proven house sales experience and will be used to a target orientated working environment. A full driving licence and car is also essential for this role. Shared Ownership experience desirable but not essential. The successful applicant will be required to move sites, either once the site is fully sold or as the business dictates. The role will require travel. Please note that shift patterns and days vary according to development and as such this is subject to change.
The Department: RELX's Data Services segment is a portfolio of six businesses (including ICIS, Cirium, Proagrica, XpertHR, EG and Nextens) within RELX's Risk division. Strategy and Business Development is an internal advisory team which supports the Data Services leadership team and each of its businesses in four areas: (a) strategy development; (b) product innovation; (c) acquisitions and divestments; and (d) pricing and go-to-market ("GTM") planning. Job Purpose: As part of the Data Services' Strategy and Business Development team and reporting to the Global Strategy Director, the Associate Director will be responsible for bringing strategy, innovation and pricing expertise and experience to strategic projects within Data Services. Key Accountabilities / Responsibilities: Go-to-market planning: Executing pricing andGTM projects with our businesses: Conduct customer insight studies; analyse transactional / customer data; surface and review business issues; Evaluate appropriate pricing models, tactics and best practices. Develop and deliver clear and concise presentations that lead to consensus and actionable recommendations; Advise more generally on GTM programmes and execution; Understand and evaluate pricing and GTM models, tactics and best practices from the same or other industries; Contributing to the development and management of a pricing toolkit, a central repository for best practice, benchmarking and pricing thought leadership across our Data Services businesses; and Building and maintaining effective networks across RBI and RELX, to maximise ability to influence and effectively share best practice. Innovation: facilitating product innovation programmes or projects within our businesses, including supporting strategic choices; customer insight work to identify trends and customer needs, solution testing; and launch planning; Strategy: supporting internal strategy projects with our businesses, developing and linking strategies with key business drivers (including product development, sales and marketing strategies and market segmentation). Support M&A strategy, including the creation of acquisition target lists and strategic rationale; and Advisory: Providing strategic and tactical advice to Data Services management teams, using appropriate interpersonal styles and communication methods. Building and maintaining effective networks across Data Services and RELX, to maximise ability to influence and effectively share best practice. Key Skills Required: Self-starter with the ability to manage competing priorities Superior analytical thinker with the ability to quickly identify business opportunities followed through with innovative, actionable recommendations Strong written, oral communication and presentation skills Ability to collaborate and influence people, specifically amongst senior management Highly motivated and results oriented Demonstrates high levels of organisation awareness and sensitivity Experience Required: Proven, successful experience in pricing, business development, strategic planning or sales/marketing. Previous information market experience desirable, but not essential Excellent proven project / programme management skills Good commercial awareness Proven ability to energise groups for change and to think "outside of the box" as well as being a credible and persuasive adviser to managers at all levels Strong financial modelling skills Consulting experience a plus
Dec 08, 2021
Full time
The Department: RELX's Data Services segment is a portfolio of six businesses (including ICIS, Cirium, Proagrica, XpertHR, EG and Nextens) within RELX's Risk division. Strategy and Business Development is an internal advisory team which supports the Data Services leadership team and each of its businesses in four areas: (a) strategy development; (b) product innovation; (c) acquisitions and divestments; and (d) pricing and go-to-market ("GTM") planning. Job Purpose: As part of the Data Services' Strategy and Business Development team and reporting to the Global Strategy Director, the Associate Director will be responsible for bringing strategy, innovation and pricing expertise and experience to strategic projects within Data Services. Key Accountabilities / Responsibilities: Go-to-market planning: Executing pricing andGTM projects with our businesses: Conduct customer insight studies; analyse transactional / customer data; surface and review business issues; Evaluate appropriate pricing models, tactics and best practices. Develop and deliver clear and concise presentations that lead to consensus and actionable recommendations; Advise more generally on GTM programmes and execution; Understand and evaluate pricing and GTM models, tactics and best practices from the same or other industries; Contributing to the development and management of a pricing toolkit, a central repository for best practice, benchmarking and pricing thought leadership across our Data Services businesses; and Building and maintaining effective networks across RBI and RELX, to maximise ability to influence and effectively share best practice. Innovation: facilitating product innovation programmes or projects within our businesses, including supporting strategic choices; customer insight work to identify trends and customer needs, solution testing; and launch planning; Strategy: supporting internal strategy projects with our businesses, developing and linking strategies with key business drivers (including product development, sales and marketing strategies and market segmentation). Support M&A strategy, including the creation of acquisition target lists and strategic rationale; and Advisory: Providing strategic and tactical advice to Data Services management teams, using appropriate interpersonal styles and communication methods. Building and maintaining effective networks across Data Services and RELX, to maximise ability to influence and effectively share best practice. Key Skills Required: Self-starter with the ability to manage competing priorities Superior analytical thinker with the ability to quickly identify business opportunities followed through with innovative, actionable recommendations Strong written, oral communication and presentation skills Ability to collaborate and influence people, specifically amongst senior management Highly motivated and results oriented Demonstrates high levels of organisation awareness and sensitivity Experience Required: Proven, successful experience in pricing, business development, strategic planning or sales/marketing. Previous information market experience desirable, but not essential Excellent proven project / programme management skills Good commercial awareness Proven ability to energise groups for change and to think "outside of the box" as well as being a credible and persuasive adviser to managers at all levels Strong financial modelling skills Consulting experience a plus