Page Personnel Secretarial & Business Support

Joining a huge brand based in Liverpool, this is the perfect opportunity if you are looking for a Graphic Designer role working within a growing team in the City Centre You will support the marketing team in preparation and delivery of marketing materials and designs to support campaigns for all the organisations brands and is the perfect role if you love design, and want to bring a creative eye to a growing marketing team. Client Details A customer centric organisation with a history spanning over 100 years and an inclusive and supportive culture and infrastructure that means that opportunities to join them are rare Description The Graphic Designer role is your dream role if you are looking for a creative role within a well established organisation who have lots of exciting projects planned for 2023 on the back of a couple of outstanding years of growth. You will be working in partnership with the wider marketing team, and will be the creative eye to ensure brand consistency across all collateral and assets, and would suit someone who absolutely loves getting involved in a wide range of projects. Looking further into the role, your responsibilities will include : Manage the design, creative development and production of marketing literature and other collateral including leaflets, brochures, advertisements, tender documents, PowerPoint presentations, company stationary, etc. Liaise with other members of the marketing team to create high quality graphics, info-graphics and other visuals to help support various marketing campaigns using Adobe Creative Suite, Canva and other design software Work with the marketing team and design agency to ensure tasks are delivered in accordance with agreed timescales and specification Take responsibility for creating video content and photography to help support marketing activities, including case studies, client testimonials, charitable projects, etc. Design and manage the monthly health and wellbeing emails for their brands working with the Content Marketing Executive to produce copy and convey this in an engaging manner Take responsibility for creating and managing all email marketing campaigns, including prospecting, lead nurture, as well as cross-promotional and upsell campaigns Work with the Marketing Coordinator to produce proactive social media content for all brands Create promotional email campaigns and follow-up support Support the Marketing Coordinator with benefit table requests and bespoke benefit table processes Liaise effectively with all internal departments and ensure brand consistency across the businesses Keep Head of Marketing updated on new marketing initiatives and campaigns being run by competitors, and actively contribute new creative ideas and suggestions for improvement Profile You will be a creative individual with a background within Graphic Design, and now ready for a role where you can thrive and grow whilst having a voice within an organisation to ensure brand consistency across all their brands for all collateral - both digital and offline You will be confient with the Adobe Suite and Indesign, and have a great eye for detail. You will love working as part of a team, and looking for an organisation and culture where you will be made to feel welcome and your contribution valued. Job Offer 25 days holiday + bank holidays Hybrid working after probation period City Centre location Generous benefits Scope to develop career Commitment to increase your salary after probation expectations on salary after 6 months £28.5k

The Pensions Specialist will shape ongoing administration predominantly in pensions and benefits but will also support the wider payroll and fleet management too. Client Details Page Personnel are recruiting on behalf of their client who are a fluid engineering company. Description The key responsibilities of the Pensions Specialist will be: Advising management, Trustees and members (where appropriate) of the pension scheme on pension matters, policy, rules and benefits Keeping up to date with current pension legislation and ensuring that the scheme operates within its own Trust Deed and Rules and within the law Maintaining a full set of accounting records for the scheme and preparation of the scheme's final accounts in conjunction with the Finance department Ensuring that all of the scheme's administration is handled quickly, effectively and appropriately and within the expectations of the scheme Trustees Ensuring that key pension activities are managed effectively including calculation and payment of benefits, liaison with members or dependants, monthly pension payroll, pension fund transfers etc Participating in quarterly Pension Scheme Trustee Meetings and taking minutes of proceedings Provision of data required for Scheme Actuary to carry out an annual investment performance analysis and 3 yearly scheme actuarial valuation Administration of contribution and life assurance schemes, including provision of annual returns, and making payments when required To support payroll as and when required Support/Act as Fleet Administrator to ensure all records are regularly updated, reviewed and work to continually improve processes linked to the UK fleet Profile The successful Pensions Specialist will have/ be: A strong administrative background relating to defined benefit pensions Extensive knowledge of UK statutory compliance regulations for pensions To be passionate about results, with a meticulous approach to accuracy and detail Exceptional communication skills to inform, persuade and negotiate To be able to manage projects, Microsoft proficient Prior knowledge of payroll, fleet and or employee insurance would be advantageous Job Offer Great opportunity for progression and development + great competitive salary + personal bonus scheme + 33 days holiday + service days + defined contribution pension scheme + employee assistance programme + free and secure on site car parking + internal sports and social groups + subsidised canteen with home cooked food + access to a wide range of discounts on everyday shopping, entertainment and lifestyle + long service awards

If you have a passion for data and analytics, and looking for an opportunity to join a business and team where you can fast track your career then this is quite simply IT! You will be an integral part of a marketing team where you be leading and growing a small team where the focus is on analysing data using Excel to help the team maximise the performance of products on the company website Client Details Well established and successful, our client is not only the market leader in their field, but also provide opportunities and a culture to enable their employees careers to flourish. With growth in the business comes opportunities for you to develop a long term, and successful career whilst being around a collaborative team who will make you feel part of the team from day one. Description The Product Analyst Team Leader is the perfect opportunity for a graduate calibre individual, who has a passion for data and analytics. You will be responsible for a small team, and supporting the wider marketing function with managing a high volume of data. You will be will be utilising a number of systems and spreadsheets to effectively manage this data whilst also reporting back on how products are performing on the company website utilising both Google Analytics and Sales Management tools. To give you a broader view of this role, here is a small snapshot of some of your duties : Manage and action all product amends for website and brochure updates The build of new products once listings are confirmed including all copy, images, and assets. Importing and exporting data onto the system via Excel to optimise data for the company website. Attributing new products to include all features included in the web search facility. Liaise with other departments to develop areas surrounding the website. Releasing data into multiple channels to take live. Present to managers weekly on website activity and campaign stats built using Google Analytics and sales analysis via Microsoft Excel. Reviewing, updating, and managing departmental procedures surrounding data handling Manage all systems currently used within the department, including PIM system, Website tools etc. and make suggestions on improvements. Website management - CMS, Product amends, Page creation and amends Customer database creation via Excel based on set criteria. Proofreading all materials created within the marketing department. Key tasks included in all brochure builds - Exporting relevant data including product text, disclaimers, imagery, and pricing. Undertake and deliver projects efficiently and to timings specified. Profile You will have gained strong experience of working in a data driven position and an advanced Excel user and have either the experience of the abiity to lead a team on key projects PIM experience would be an advantage, but please do apply even if you do not have this experience they are more focussed on finding the right person who wants to grow and develop a long term career within the organisation Job Offer Hybrid working Generous holidays Lots of scope to develop a long term career Working in one of the BEST teams in Deeside

Purchasing Administrator - Responsible for all processes involved in the purchasing of new stock, including: liaising with suppliers, tracking the orders, admin, following up on any issues with placed orders. - Using excel spreadsheets to track all the orders - Role will progress into liaising with customers, raising PO's and project management Client Details Purchasing Administrator - Defence company, manufactures military grade technology products - Based in High Wycombe - On-site parking Description Purchasing Administrator - You will be responsible for all purchasing administration in this busy manufacturing business - The role involves liaising with various suppliers who will already be set up with terms agreed - Keeping track of existing stock and replenishing when needed for new orders - Confident use of Excel, including shared documents - Tracking what is ordered, when is it due, who is it ordered from, PO and payment details, progress of order - Over time this role will grow to include liaising with customers, raising POs and dealing with project management Profile Purchasing Administrator You will be: - Good with spreadsheets and inputting and formatting data - Good communication, able to converse confidently and efficiently - Organised and able to prioritise workloads Job Offer Purchasing Administrator - Salary between £30,000 - 35,000 depending upon experience - Exciting role working in an interesting industry - Around 25 days of holiday

Working under the Senior Audit Manager the Compliance Officer will conduct the monthly audit of billings through the Finance system. Audits will consist of detailed reviews, examination and assessments of billing documents to ensure correct documentation and signatures (where applicable) are in place for the invoice and payment to proceed. Client Details My client is a global market leader in the Executive search industry, they employ over 8,000 people in 37 countries and reported a gross profit of over £610m in 2020. You would be joining a very vibrant and upbeat team working in their slough office, located off the high street. This role would allow you to interact with different departments of the business and be reporting directly to the Senior Audit & Administration Manager. In this role you will be covering the regions below: UK & Ireland, MEA and NAM Description The key responsibilities will include but won't be limited to the following: Monthly audit of Compliance documentation Daily monitoring of queries mailbox and hot-line, logging and assisting with all queries Working with Highly Confidential Data Intranet administration Investigation of concerning audit fines Reporting of audit findings to senior management Profile The successful candidates will ideally have the following skills and experience: Organised with excellent attention to detail Problem solving skills Able to work independently Analytical skills - able to interpret data Excellent communication skills both written and oral Experience of working in an audit/review environment and/or experience of compiling results is desirable Customer service experience is desirable Job Offer The right candidate will be offered: Salary Equivalent of £26k per Annum Possibility of working up to 4 days a week remotely January 2023 start

Page Personnel are thrilled to be working with a successful Utility company based in Frodsham to recruit for a Personal Assistant on a full time permanent basis. This role is to support the MD on a day to day basis and is a really exciting opportunity. Client Details Our client is currently experiencing a period of growth due to success. Description The main responsibilities of the Personal Assistant are: Diary management for the MD Organising meetings and taking minutes Preparing agendas and following up with an action plan Health and safety management General administrative tasks for the office Maintaining records Proof reading contracts or typing them up Profile The successful Personal Assistant will posses: A Drivers license and access to own car ideally come from a legal background Competent knowledge of Microsoft Office Written and verbal communication skills Strong attention to detail Strong admin skills Good team player Passion for the environment Experience as a Personal Assistant Job Offer You will receive: Up to £30k salary 24 Days holiday + bank Birthday off Early finish Friday on last Friday of the month Pension scheme increasing with years of service Free on site parking

This is an exciting opportunity for someone with some previous HR Admin experience to join a large HR team based in Maidenhead. There are opportunities for progression, and hybrid working is offered (2 days per week from home). Client Details Our client is a global logistics and distribution business, with a large office based in Maidenhead. You will be working alongside a dedicated HR team of around 10, so will have plenty of support and guidance. This business are going through a period of transformation, so opportunities will arise to be involved in various projects as you progress within your role. Description The HR Administrator will be responsible for: Managing accurate end-to-end administration of the whole employee lifecycle Preparation and issuing of contractual paperwork Updating and maintaining the HR system Managing the administrative, security and start up process associated with recruitment, selection and onboarding, new starters information packs and right to work checks. Working with our third-party supplier to ensure that the HR system is updated to reflect changes in reporting lines and structure Working with the screening and vetting teams to expedite employee checks. Carrying out benefits administration Profile The ideal HR Administrator will have the following skills/ qualities: Previous HR Administration experience Great attention to detail Ability to work with colleagues across all levels of the business Desire to learn Excellent written and verbal communication Job Offer A competitive salary & benefits package.

Page Personnel are currently working with a reputable business, based in Leeds who are looking for an Internal Sales Support candidate to join their growing team on a permanent basis. The client offer an annual bonus and can offer hybrid working after the probationary period is over. Client Details Page Personnel are currently working with a reputable business, based in Leeds who are looking for an Internal Sales Support candidate to join their growing team on a permanent basis. The client offer an annual bonus and can offer hybrid working after the probationary period is over. Description As an Internal Sales Executive, your main duties and responsibilities will include dealing with all customer queries via phone and email, processing all customer orders and dealing with logistics and payments; following up and chasing leads, increasing sales for the business by contacting new customers by phone, email and other channels to introduce the company brand, supporting the regional sales managers with customer information, having detailed product knowledge to inform customers and up sell products. Profile Have held a similar role previously Have a high attention to detail Have great communication skills Job Offer In return for your work as Internal Sales Support, you will receive; £25,000 annual salary + annual bonus + hybrid working + cash plan (claim back medical expenses such as opticians and dentist bills) + private health insurance + fun and friendly office environment + expenses paid conferences + extra benefits

Sales Support Assistant - Provide administrative support to the sales team, project tracking and chasing leads - Communicating over the phone with customers and clients, helping them with enquiries Client Details Sales Support Assistant - UK's leading bathroom manufacturer - Belongs to a group of rapidly-growing brands leading their respective markets - Working within the headquarters of the company Description Sales Support Assistant - Liaising with External Sales Team and Field Service Engineers - Answering telephone calls & emails in relation to technical and sales enquiries - Updating CRM system and tracking projects - Processing sales orders - Liaising with customers and suppliers, as well as other teams within the company Profile Sales Support Assistant : - Good numerical and analytic skills with spreadsheet and database skills - Previous CRM experience (in particular Sage) - Ability to communicate and interact with a wide range of contacts including customers and suppliers - Promotes initiatives and ideas with a positive and enthusiastic team approach Job Offer Sales Support Assistant - Salary of £25,000 p.a - Company pension + bonus scheme - 25 days of holiday per year - Good opportunity for career progression

A rare opportunity for a Marketing Executive to join an award-winning Manufacturing company in Macclesfield. Client Details An award-winning Manufacturing organisation in Macclesfield looking for a Marketing Executive to join their expanding team. Description Assist and implement marketing campaigns through website, email marketing, social media, and online advertising Ensure website content is correct and up to date via WordPress and assisting customers via live chat Analysing data through Google Analytics and other analytical tools Support with marketing plans and strategies Working with HubSpot CRM, Sales & Marketing software Profile Will be familiar with Google Analytics and WordPress etc. Understanding of digital marketing Great organisational skills Job Offer A full-time, permanent Marketing Executive position for a Manufacturing and Production company £25,000 plus benefits Birthday off Hybrid working

Page Personnel are currently working with a well-established manufacturing organisation based in Halifax who have an exciting opportunity for a Sales Administrator to join their busy team on a permanent basis. This role would be well suited to someone who has held a similar position previously. Client Details Page Personnel are currently working with a well-established manufacturing organisation based in Halifax who have an exciting opportunity for a Sales Administrator to join their busy team on a permanent basis. This role would be well suited to someone who has held a similar position previously. The client have seen a rapid growth over the recent years and due to this require extra assistance within their Sales Support team. Description As Sales Administrator your duties will include: Processing a high volume of orders using in the in-house system, ensuring records are up to date with a key focus on accuracy, liaising with key stakeholders in order to streamline sales process and being a key point of contact for any queries/issues regarding purchases. Profile Have held a similar position previously Excellent communication skills written & verbal Confident at maintaining strong professional relationships IT literate Job Offer £21,000 - £22,500 Annual salary + Annual bonus + 27 days holiday + Bank holidays + Company pension + Onsite parking + Life Insurance + Employee referral scheme + Length of Service rewards + Cycle to Work Scheme + Access to discounts/vouchers for high street brands + Dress down Friday

Resource Planning Manager Contact based function £45,000 - £50,000 Sheffield based Client Details Page Group are delighted to be once again working in partnership with a leading national contact centre based business, who are looking to appoint a new Resource Planning Manager to join them at their modern Sheffield based Head office Description Overall responsibility for all Contact Centre based planning to ensure all resource is managed to meet workload requirements across numerous teams Operational planning across teams including enquires, sales, complaints, quality assurance and analysis Create and own long, mid and short term forecasts for customer demands across multiple channels Ensure resource levels are in line and support SLA's leading to positive CSAT results Build recruitment plans based on the back of forecasts to ensure the delivery of Service Level Agreements Direct management of a small team of Resource Planning Analysts Manage resource allocation across multiple channels including, voice, back office, live chat and specialist teams Interpret data from telephony and WFM system to highlight trends in customer demands, reacting and making changes where required to support workload Responsible for maintenance of WFM system Own real time management across the operation Continuously develop and improve current workforce planning methodologies Profile The Successful Candidate : Experience in a similar Workforce Planning / Resource Planning Management role Understanding of Contact Centre channels and systems Knowledge of multiple WFM systems - Teleopti & Calabrio desirable Strong analytic approach Good communication skills Job Offer The role of Resource Planning Manager will join a leading national Contact Centre based in Sheffield. Salary of up to £50,000 dependent on experience Excellent transport links locally and via the M1

You will be managing the Front of House (FoH) teams across all three office locations, ensuring the delivery of exceptional client services. In this role, you will lead with minimal supervision from senior management when dealing with the day to day running across all visitor areas. You will exercise great judgement, and decision making, and be totally client service driven. Client Details Work within a London based law firm with nearly 200 highly-regarded specialist solicitors and lawyers. With around 370 lawyers and support staff working across their offices in Holborn, Kingston and Putney. They offer an unrivalled range and depth of specialisation for a firm of their size. Description Key responsibilities and duties include but are not limited to: Supervise FoH team members to ensure a consistent visitor experience across the offices and the smooth running of daily operations including client/visitor arrival; switchboard; call reports; new enquiry handling; meeting room diary management and catering Line manage the Hospitality Manager to effectively supply and organise the provision of catering to the Putney office for staff lunches, internal / external meetings, and events Manage the staff rota. Provide break / holiday cover for FoH, ensuring reception areas and switchboards are always covered. Liaise with other business service teams (including IT and Facilities) to ensure the venue functions efficiently, is maintained to a high standard and is always presentable Ensure meeting rooms are suitably equipped and prepped in advance of meetings and events based on requirements of the meeting hosts Develop the skills and capabilities of the front of house team and manage their performance adhering to HR policies Monitor, manage and review supplier contracts in regard to catering and equipment orders Monitor, manage and review operational performance in respect of new enquiries as handled by FoH (incoming calls and emails) Ensure the FOH team fulfil risk and compliance requirements specific to FoH processes, such as GDPR and cybersecurity Implement improvements and changes though the use of new systems and procedures; continually reviewing best practice. Profile Essential skills: An experienced FoH/Reception supervisor/team leader who has done a similar role, managing a team of receptionists in a corporate or law firm environment Excellent people skills and a team motivator Venue management experience is desirable Able to demonstrate a commitment to and enthusiasm for providing excellent client service A track record of implementing change and making improvements where required Able to communicate with tact, diplomacy, and discretion Excellent organisation and planning skills; able to work with minimal supervision; exercise excellent judgement and decision-making skills Demonstrate awareness of health and safety issues in the workplace Immaculate appearance and presentation always Good working knowledge of MS Office - Outlook, Word, and Excel Flexibility will be expected with regards to hours of work Job Offer Benefits Offered: A competitive salary up to £45,000 Other benefits included

As an Income Recoveries Officer you will be responsible for pursuing and collecting income from customers of our client and providing appropriate resolutions. Client Details Our client is a leading not-for-profit housing association within the North West region. They are looking for an Income Recoveries Officer to join their team in their Manchester office. Description As an Income Recoveries Officer, you will be: Monitor rent accounts and follow procedure to ensure income is collected promptly Work alongside tracing agencies and debt recover agents to ensure income from former and sundry debtors is maximised Ensure customers and former customers are contacted at the appropriate times to secure rent payments and to address increasing arrears Prepare regular write-off and archive reports where debts are deemed not to be pursuable and writing back accounts where necessary Process court applications and ensure compliance with pre-action protocols and Equality Act requirements Profile To be successful in this role, you will: Experience of dealing with debt collection Conduct themselves in a professional manner Pay attention to detail Excellent organisational skills Be able to work as part of a team Job Offer In return, our client can offer: Great working patterns Flexible working (Once a month in office) Competitive salary

Currently recruiting a Property Manager for a permanent role, based in Glasgow City Centre for a Property Management Company. Client Details Property Management Business Description Managing a portfolio of residential developments Manage reactive and planned maintenance on behalf of property owners Develop and maintain strong relationships with owners and contractors, delivering a consistently high level of customer service Overseeing buildings insurance claims General associated admin (with the help of support staff) Conducting owners' and committee meetings Attending development visits, and on-site meetings Profile Strong technical knowledge within the residential property field Ability to use initiative and prioritise workload Excellent communication skills (written and verbal) Very strong organisational skills Full, clean driving license required Previous experience using CPL software is beneficial but not essential Job Offer Permanent, Office Based Great scope to progress within the company, annual bonus scheme, pension scheme, complimentary birthday & festive leave days, varied employee perks. Salary offered is dependant on experience.

The Senior Website Content Editor will lead on the development and implementation of the Dental Care website content strategy to drive engagement and conversion from target audiences. They will be responsible for digital content being published in the CMS from conception, through publication, to retrospective and review, and will act as one of the gatekeepers for digital content, and the subject matter expert for the CMS. Client Details A UK industry leading healthcare brand with hundreds of practises. Accredited as Forbes World's Best Employers list 2020, Inclusive Top 50 UK Employers and LinkedIn Top Companies Where the UK Wants to Work 2019. Description To help lead with the development of a content strategy for all Dental Care brands and to lead on delivering this, alongside the overall marketing strategy. Proofread and edit content, ensuring it follows the brand guidelines and legislation, has purpose and is consistent in brand messaging Ensure all-around consistency (style, fonts, images, and tone) Make recommendations for content development in co-ordination with SEO and business goals, general and keyword specific and translate recommendations into actionable campaigns Research markets and industries to compare and create content that is innovative and original Work closely with wider team internal and external to review and analyse the group websites for content optimisation and improvement purposes. Mentor junior members of the team Brainstorm with the team to identify customers' needs and gaps in the content and recommend new topics Plan and execute regular content in line with the strategy to support all channels, including video, blog content, articles, press releases, practice TVs, posters, radio ads, social posts and ads, etc and report on success Manage the website inbox and ensure practice updates are actioned within defined SLAs Link building - Work with the team to implement an outreach programme to generate high quality links to our brand websites Support brand campaigns, products and propositions from a content perspective Manage the digital element of integration of new acquisitions creating a website presence for all new practices Use Google Analytics, GSC, SEMRUSH, Ahrefs, Stat and other reporting tools to monitor and evaluate digital performance and make recommendations for improvements and report on campaigns Work collaboratively with Regional Marketing Managers, Area Managers, Practice Managers and other members of the team to deliver on local marketing plans Profile Educated to degree level, or equivalent 3+ years content management experience - supporting on implementing a content strategy Excellent working knowledge of SEO Solid technical understanding of website systems - experienced in using Sitecore CMS Intermediate HTML knowledge Good communication and presentation skills The ability to report on success metrics and ROI using Google Analytics, Google Search Console, SEMRush and similar tools Works effectively in a fast-paced environment High attention to detail Excellent written English Strong project and people management skills Excellent analytical skills Ability to recommend changes/ways of working A creative mind, with an eye for detail A good problem solver with a positive, can-do attitude Job Offer 25 days annual leave Health Cash Plan Contributory pension scheme Competitive staff benefits including discounts in over 7000 retailers Day off for your wedding 20% saving on travel insurance Earn up to £3,000 per referral in our employee referral scheme Discounted gym membership Access to Smile Everyday - a range of health products and services Discounted dental insurance that can be extended to family members Free annual flu jab Discounted health assessments Access to Boost app and a health check Cycle to work scheme

Page Personnel is recruiting an Operations Manager for a Recruitment company based in the West End. Client Details They are a small but highly successful, profitable and well established health care recruitment company based in the west end. Description This is an exceptionally varied role with lots of opportunity for the right person. You will oversee the compliance team, over see finance and payroll and literally everything that us back office within the company. There are many opportunities for you to take on more and continue to grow as well. This is a really autonomous role. The company do not have a high turnover of staff and the role is taking over from someone who has been in the position for 13 years. Please note, this role is required in the office 5 days a week Profile You will: Have been a successful Operations Manager previously, ideally from within recruitment but this isn't a must Will be educated to degree level Be commercial and strategic of mind Be a brilliant communicator and able to influence a team Job Offer £50,000 - £60,000 depending on the candidate

This is a permanent position working for a Legal firm as a Administrator Assistant. Client Details My client are a Legal firm based in Guildford. Description Administrator Assistant: File management. Assisting the Practice Assistants as directed. Responsible for ordering all promotional goods and ensuring stock levels. Printing/copying/scanning of documents. Responsible for creating and uploading information to client data rooms, in line with instructions from fee earners, Practice Assistants and Legal Support Assistants. Production of court bundles, both paper and electronic copies. Regularly offer assistance wherever possible. Profile Successful candidate for a Administrator Assistant: Admin experience Great communication Excellent attention to detail Job Offer Salary up to 26k Great company benefits

Our client, a business in Long Eaton, is recruiting a permanent customer service administrator to join their small and friendly team. This is a Monday - Friday position, with hybrid working available once you are trained up in the role. The role is mainly dealing with customer queries via email and live chat, with the occasional phonecall. Client Details Our client is a luxury clothing retailer. Description Duties will include but not be limited to; Dealing with placed orders Dealing with returns Answering customer queries via email Dealing with re-orders Responding to complaints and ensuring the customer is satisfied Other ad hoc admin duties Profile Someone either from a retail background who has done some back office work Someone with a great standard of written English Someone who has experience of managing queries over email Someone who enjoys going the extra mile for customers Job Offer Up to £24,000 starting salary Generous benefits package Free parking and hybrid working once trained up Mon-Fri 8-4, 9-5 or 10-6

Wealth Management Senior Administrator required for our client in Mansfield. 2 days in the office & 3 days from home. Monday - Friday 9-5. Experience needed supporting a financial planner with administrative duties. Client Details Our client is a very successful national wealth management company. Description Build strong, professional, lasting relationships with the Financial Planner and your colleagues. Agree personal responsibilities with the Financial Planner at outset reaching mutual agreement on how you will work together. Manage the Financial Planners diary and ensure that all meetings (initial and annual review) are booked in good time with the customer and ensure they are provided with all of the required information/paperwork (including valuations) prior to each meeting. Prevent the Financial Planner from getting involved in tasks that do not require their input, leaving them to focus on meeting their customers' needs and generating income for the business. Adopt a collaborative and can do approach when dealing with all colleagues across the business. Keep the Financial Planner & Client regularly updated on the progress of outstanding cases and dealing with any technical queries. Ensure all Client/Plan data and appropriate Opportunity/ServiceCase/Tasks are accurate and collating information in line with Financial Planner's requirements. Collate and pre-populate New Business / Servicing forms and application packs. Process all new business ensuring all transactions are tracked through to accurate and timely completion. Create and update client platform account records. Deal with technical queries relating to Money Laundering checks including Referrals & Beneficial Owner queries. Issue progress reports to customers at regular intervals when dealing with lengthy transactions. Produce and issue client fee invoices. Proactively review investment portfolios and platform accounts on a regular basis ensuring that all are in order and any necessary work is carried out e.g. topping up of cash accounts/checking cash invested correctly. Profile Someone who has worked in a supportive role within a financial services company, IFA or wealth management organisation. Job Offer A starting salary of up to £35,000 + bonus Hybrid working (2 days in office) Excellent benefits package including 25 days holiday and private health insurance