Property Manager & Estate Administrator We have an exciting opportunity for a Property Manager & Estates Administrator to join a fantastic charity and oversee the management of half of the Trust's direct let residential property portfolio of around 160 homes. Position: Property Manager & Estate Administrator Location: Quenington, Gloucestershire with scope for occasional hybrid working. Salary: £29,000 £33,000 Contract: Permanent, Full time (35 hours per week) Closing Date: Sunday 17 August 2025 at 23:59 About the role: As Property Manager & Estate Administrator you will help the Trust uphold the highest standards of property management. You will provide general estate management administration and working closely with the Managing Agents and Finance team you will drive improvements in property management. The role involves completing timely rent reviews within the residential portfolio, as well as effectively managing debt levels, minimising void periods, maintaining strict compliance with regulatory standards, and efficiently overseeing repairs and maintenance within budget constraints. The role offers a blend of administrative duties and engagement with various stakeholders across the estates, playing a pivotal role in ensuring efficient operation, by offering day-to-day support to the Managing Agents. About you: We are seeking a motivated and results-driven individual, with excellent organisational skills to take on this interesting and varied role. You will also need to bring with you the following experience: Essential Skills and Knowledge: Proven experience in property, lettings or tenancy management, ideally within a rural or estate setting Strong knowledge of property legislation and regulatory requirements, with ability to stay updated Excellent written and verbal communication skills with a diplomatic and personable approach Highly organised with strong attention to detail and effective multitasking abilities Proficient in Microsoft Office and property management software (e.g. Landmark) Skilled in negotiation, problem-solving and managing tenant and contractor relationships Collaborative team player with a solution-focused mind-set and a proactive approach Discreet, professional and capable of handling sensitive situations with maturity and integrity If you feel you have the relevant skills and background, we would love to hear from you! About the organisation: The charity s mission is to improve life chances of children and young people through a range of Outdoor Learning experiences, enabling them to learn from nature, empowering them to have a positive impact on the environment. They are committed to creating a workplace where everyone thrives, regardless of background. Safeguarding is our priority, and all appointments are subject to relevant checks. Apply today and you will be joining a dynamic and welcoming team, where every member is valued and supported. Enjoy competitive benefits and a chance to make a real impact. Other roles you may have experience of could include: Tenant Liaison Officer, Tenancy Management Officer, Estates Management, Property Manager, Head of Estates, Tenancy Solutions Officer, Lead Tenancy Officer, Housing Management Officer, Tenancy and Estates Manager, Housing Officer, Land & Property Officer, Property Service Manager, Property Management Assistant, Lettings Officer, Property Compliance Officer, etc. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Aug 08, 2025
Full time
Property Manager & Estate Administrator We have an exciting opportunity for a Property Manager & Estates Administrator to join a fantastic charity and oversee the management of half of the Trust's direct let residential property portfolio of around 160 homes. Position: Property Manager & Estate Administrator Location: Quenington, Gloucestershire with scope for occasional hybrid working. Salary: £29,000 £33,000 Contract: Permanent, Full time (35 hours per week) Closing Date: Sunday 17 August 2025 at 23:59 About the role: As Property Manager & Estate Administrator you will help the Trust uphold the highest standards of property management. You will provide general estate management administration and working closely with the Managing Agents and Finance team you will drive improvements in property management. The role involves completing timely rent reviews within the residential portfolio, as well as effectively managing debt levels, minimising void periods, maintaining strict compliance with regulatory standards, and efficiently overseeing repairs and maintenance within budget constraints. The role offers a blend of administrative duties and engagement with various stakeholders across the estates, playing a pivotal role in ensuring efficient operation, by offering day-to-day support to the Managing Agents. About you: We are seeking a motivated and results-driven individual, with excellent organisational skills to take on this interesting and varied role. You will also need to bring with you the following experience: Essential Skills and Knowledge: Proven experience in property, lettings or tenancy management, ideally within a rural or estate setting Strong knowledge of property legislation and regulatory requirements, with ability to stay updated Excellent written and verbal communication skills with a diplomatic and personable approach Highly organised with strong attention to detail and effective multitasking abilities Proficient in Microsoft Office and property management software (e.g. Landmark) Skilled in negotiation, problem-solving and managing tenant and contractor relationships Collaborative team player with a solution-focused mind-set and a proactive approach Discreet, professional and capable of handling sensitive situations with maturity and integrity If you feel you have the relevant skills and background, we would love to hear from you! About the organisation: The charity s mission is to improve life chances of children and young people through a range of Outdoor Learning experiences, enabling them to learn from nature, empowering them to have a positive impact on the environment. They are committed to creating a workplace where everyone thrives, regardless of background. Safeguarding is our priority, and all appointments are subject to relevant checks. Apply today and you will be joining a dynamic and welcoming team, where every member is valued and supported. Enjoy competitive benefits and a chance to make a real impact. Other roles you may have experience of could include: Tenant Liaison Officer, Tenancy Management Officer, Estates Management, Property Manager, Head of Estates, Tenancy Solutions Officer, Lead Tenancy Officer, Housing Management Officer, Tenancy and Estates Manager, Housing Officer, Land & Property Officer, Property Service Manager, Property Management Assistant, Lettings Officer, Property Compliance Officer, etc. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Aug 05, 2025
Full time
Location: London Line of Business: Finance Job Function: Investor Services Date: Wednesday, July 2, 2025 Position Summary This position will represent the Fund Management lead and fund controller for Carlyle Private Equity Partners (CPEP) EU, an evergreen European investment vehicle launching in 2025 that will invest across Carlyle's global private equity platform. This role will be based in London and is critical to building out the finance and operational infrastructure for CPEP EU, working closely with global fund finance, compliance, legal, and investment teams. Responsibilities Fund Operations Manage liquidity and cash flow by monitoring global investment pipelines and collaborating with the CPEP Investment Team, as well as CPEP's third-party fund administrator and transfer agent, to align capital inflows and outflows Lead transaction execution, including new investments, exits, and restructurings, by coordinating with stakeholders such as Global FM, Luxembourg Operations, fund counsel, and tax teams Coordinate the flow of information between deal execution, valuation, and other information with CPEP EU's fund administrator Review and assess financial valuations of portfolio companies prepared by global deal teams Partner with stakeholders to resolve valuation-related issues and ensure consistent reporting Coordinate with various accounting and fund management teams to ensure accounting and valuation data is captured timely and accurately in support of the monthly NAV calculation, and oversee monthly NAV tie-out process, including share class allocations Oversee any fund-level hedging requirements Ensure timely delivery of information to the depositary, including complying with AIFMD regulations Assist transfer agent with investor onboarding activities Support Investor Relations (IR) with operational due diligence and investor inquiries Reporting Ensure fund financials adhere to the latest accounting guidance and disclosure requirements (Lux GAAP) Assist with the annual audit process, coordinating with auditors and internal stakeholders Maintain and oversee process documentation and internal control framework including establishing Fund level policies and procedures Respond to internal and external queries related to financials and valuations Interact with stakeholders regarding valuations, financial statements, and regulatory filings Oversee the compilation of Fund information and provide to in-house AIFM team to comply with AIFMD Coordinate with third-party corporate secretary to compile board reporting and present relevant information to the Fund Board Oversee third-party regulatory reporting providers and monitor reporting deadlines Oversee European regulatory reporting provider, including for the filing of PRIIPS KIDs, and EMTs Service Provider Oversight Monitor third-party service providers, including fund administrators, custodians, transfer agents, tax advisers, auditors, corporate secretary, and credit facility providers Maintain an effective oversight model to ensure risk-based review of: Fund accounting and period-end close processes Financial reporting accuracy and timeliness Investor servicing and related workflows Subscription and Redemption processes Monitor and enforce service level agreements (SLAs) with third-party vendors Liaise with Fund Directors, AIFM, and Luxembourg Operations team, as required Qualifications Bachelor's degree with an Accounting or Finance Major, or equivalent work experience in addition to bachelor's degree in another field, required 7+ years of experience in fund finance, fund accounting, or fund operations, ideally with a focus on closed-end private equity and semi-liquid structures Prior experience working with UCI Pt II or other European-regulated fund vehicles strongly preferred Familiarity with European regulatory regimes, such as AIFMD, UCITS, UCI Pt II, RAIF, and ELTIF, and Luxembourg fund structures Proven ability to coordinate across global teams and third-party service providers Excellent analytical, communication, and project management skills Qualified accountant (ACA, ACCA, CPA, or equivalent) preferred Company Information The Carlyle Group (NASDAQ: CG) is a global investment firm with $453 billion of assets under management and more than half of the AUM managed by women, across 641 investment vehicles as of March 31, 2025. Founded in 1987 in Washington, DC, Carlyle has grown into one of the world's largest and most successful investment firms, with more than 2,300 professionals operating in 29 offices in North America, Europe, the Middle East, Asia and Australia. Carlyle places an emphasis on development, retention and inclusion as supported by our internal processes and seven Employee Resource Groups (ERGs). Carlyle's purpose is to invest wisely and create value on behalf of its investors, which range from public and private pension funds to wealthy individuals and families to sovereign wealth funds, unions and corporations. Carlyle invests across three segments - Global Private Equity, Global Credit and Carlyle AlpInvest - and has expertise in various industries, including: aerospace, defense & government services, consumer & retail, energy, financial services, healthcare, industrial, real estate, technology & business services, telecommunications & media and transportation. At Carlyle, we believe that a wide spectrum of experiences and viewpoints drives performance and success. Our CEO, Harvey Schwartz, has stated that, "To build better businesses and create value for all of our stakeholders, we are focused on assembling leadership teams with the strongest insights from a range of perspectives." We strive to foster an environment where ideas are openly shared and valued. By bringing together teams with varied expertise and approaches, we enjoy a competitive advantage and create a stronger foundation for long-term success.
Property Manager & Estate Administrator We have an exciting opportunity for a Property Manager & Estates Administrator to join a fantastic charity and oversee the management of half of the Trust's direct let residential property portfolio of around 160 homes. Position: Property Manager & Estate Administrator Location: Quenington, Gloucestershire with scope for occasional hybrid working. Salary: £29,000 £33,000 Contract: Permanent, Full time (35 hours per week) Closing Date: Sunday 17 August 2025 at 23:59 About the role: As Property Manager & Estate Administrator you will help the Trust uphold the highest standards of property management. You will provide general estate management administration and working closely with the Managing Agents and Finance team you will drive improvements in property management. The role involves completing timely rent reviews within the residential portfolio, as well as effectively managing debt levels, minimising void periods, maintaining strict compliance with regulatory standards, and efficiently overseeing repairs and maintenance within budget constraints. The role offers a blend of administrative duties and engagement with various stakeholders across the estates, playing a pivotal role in ensuring efficient operation, by offering day-to-day support to the Managing Agents. About you: We are seeking a motivated and results-driven individual, with excellent organisational skills to take on this interesting and varied role. You will also need to bring with you the following experience: Essential Skills and Knowledge: Proven experience in property, lettings or tenancy management, ideally within a rural or estate setting Strong knowledge of property legislation and regulatory requirements, with ability to stay updated Excellent written and verbal communication skills with a diplomatic and personable approach Highly organised with strong attention to detail and effective multitasking abilities Proficient in Microsoft Office and property management software (e.g. Landmark) Skilled in negotiation, problem-solving and managing tenant and contractor relationships Collaborative team player with a solution-focused mind-set and a proactive approach Discreet, professional and capable of handling sensitive situations with maturity and integrity If you feel you have the relevant skills and background, we would love to hear from you! About the organisation: The charity s mission is to improve life chances of children and young people through a range of Outdoor Learning experiences, enabling them to learn from nature, empowering them to have a positive impact on the environment. They are committed to creating a workplace where everyone thrives, regardless of background. Safeguarding is our priority, and all appointments are subject to relevant checks. Apply today and you will be joining a dynamic and welcoming team, where every member is valued and supported. Enjoy competitive benefits and a chance to make a real impact. Other roles you may have experience of could include: Tenant Liaison Officer, Tenancy Management Officer, Estates Management, Property Manager, Head of Estates, Tenancy Solutions Officer, Lead Tenancy Officer, Housing Management Officer, Tenancy and Estates Manager, Housing Officer, Land & Property Officer, Property Service Manager, Property Management Assistant, Lettings Officer, Property Compliance Officer, etc. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Jul 25, 2025
Full time
Property Manager & Estate Administrator We have an exciting opportunity for a Property Manager & Estates Administrator to join a fantastic charity and oversee the management of half of the Trust's direct let residential property portfolio of around 160 homes. Position: Property Manager & Estate Administrator Location: Quenington, Gloucestershire with scope for occasional hybrid working. Salary: £29,000 £33,000 Contract: Permanent, Full time (35 hours per week) Closing Date: Sunday 17 August 2025 at 23:59 About the role: As Property Manager & Estate Administrator you will help the Trust uphold the highest standards of property management. You will provide general estate management administration and working closely with the Managing Agents and Finance team you will drive improvements in property management. The role involves completing timely rent reviews within the residential portfolio, as well as effectively managing debt levels, minimising void periods, maintaining strict compliance with regulatory standards, and efficiently overseeing repairs and maintenance within budget constraints. The role offers a blend of administrative duties and engagement with various stakeholders across the estates, playing a pivotal role in ensuring efficient operation, by offering day-to-day support to the Managing Agents. About you: We are seeking a motivated and results-driven individual, with excellent organisational skills to take on this interesting and varied role. You will also need to bring with you the following experience: Essential Skills and Knowledge: Proven experience in property, lettings or tenancy management, ideally within a rural or estate setting Strong knowledge of property legislation and regulatory requirements, with ability to stay updated Excellent written and verbal communication skills with a diplomatic and personable approach Highly organised with strong attention to detail and effective multitasking abilities Proficient in Microsoft Office and property management software (e.g. Landmark) Skilled in negotiation, problem-solving and managing tenant and contractor relationships Collaborative team player with a solution-focused mind-set and a proactive approach Discreet, professional and capable of handling sensitive situations with maturity and integrity If you feel you have the relevant skills and background, we would love to hear from you! About the organisation: The charity s mission is to improve life chances of children and young people through a range of Outdoor Learning experiences, enabling them to learn from nature, empowering them to have a positive impact on the environment. They are committed to creating a workplace where everyone thrives, regardless of background. Safeguarding is our priority, and all appointments are subject to relevant checks. Apply today and you will be joining a dynamic and welcoming team, where every member is valued and supported. Enjoy competitive benefits and a chance to make a real impact. Other roles you may have experience of could include: Tenant Liaison Officer, Tenancy Management Officer, Estates Management, Property Manager, Head of Estates, Tenancy Solutions Officer, Lead Tenancy Officer, Housing Management Officer, Tenancy and Estates Manager, Housing Officer, Land & Property Officer, Property Service Manager, Property Management Assistant, Lettings Officer, Property Compliance Officer, etc. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Showcase your exceptional people skills and strong cross-functional-relationship-building skills in this Reconciliations Team Leader role. As well as a great range of benefits, this varied role allows you to develop in your career as you develop your team. Acting as a brand ambassador and being agile and professional in your approach, you will provide industry-leading support throughout our Reconciliations function to the wider business. The role of Reconciliations Team Leader is to support the Head of Finance Support in managing and developing the team, driving performance, system improvements, and maintaining KPIs to ensure transactions are reconciled and authorised on a timely basis. Main Responsibilities As a Reconciliations Team Leader with Travel Counsellors, you will: Ensure the fast and efficient reconciliation of Virtual Credit Card statements and contribute to the wider business strategy to reduce, control, and maintain any unreconciled Virtual Credit Card statements. Develop and maintain strong relationships with key stakeholders, including internal SMEs and external suppliers, and ensure the team is up to date with the latest processes, regulations, and developments. Support the Head of Finance Support with conducting monthly 121s and managing the performance of team members. Identify areas for development within the team, cascading expert knowledge to colleagues and upskilling and cross-training peers to enable multi-skilled cross-functional support teams. Act as a role model for fellow colleagues within the Reconciliation function by delivering industry-leading support to both colleagues and TCs alike and ensuring daily workloads are managed and SLAs are met. Actively seek, document, and implement ways to improve processes. Compile and manage colleague rotas. Hold/contribute to team meetings. Benefits Competitive salary + annual bonus Flexible hybrid working Career development opportunities 25 days holiday (increasing to 28 after 5 years) Enhanced Maternity/Paternity pay 3 paid charity days Company events and incentives 3x salary death in service benefit Pension scheme Private Medical Insurance or Healthcare Cash Plan Free breakfast and beverages Essential Skills GCSE Maths and English IT literate - able to use Microsoft Office, Excel, etc. Experience managing a team An approachable team player Numerical skills Excellent verbal and written communication skills with a confident and professional manner Don't miss out on this fantastic opportunity; apply for this Reconciliations Team Leader role today! About Company At Travel Counsellors, our customers, communities, and colleagues are at the heart of everything we do. For over 30 years, we've empowered 2,100+ independent travel agents worldwide, helping them build successful businesses while providing deeply personal, human connections with their customers. Supported by a talented team of over 400 people in our support offices, we create unique travel experiences that keep customers coming back. Named the Best Place to Work in Travel (2022) and ranked in the Sunday Times Best Places to Work (2023 & 2024), we're expanding rapidly and looking for exceptional individuals to join our Head Office team. Inclusive Recruitment Statement Travel Counsellors is an equal opportunity employer committed to diversity and inclusion. We welcome applicants from all backgrounds and do not discriminate based on race, gender, disability, or any protected characteristic. We provide accommodations for individuals with disabilities throughout the hiring process. We believe diverse perspectives strengthen our team and encourage all to apply.
Mar 07, 2025
Full time
Showcase your exceptional people skills and strong cross-functional-relationship-building skills in this Reconciliations Team Leader role. As well as a great range of benefits, this varied role allows you to develop in your career as you develop your team. Acting as a brand ambassador and being agile and professional in your approach, you will provide industry-leading support throughout our Reconciliations function to the wider business. The role of Reconciliations Team Leader is to support the Head of Finance Support in managing and developing the team, driving performance, system improvements, and maintaining KPIs to ensure transactions are reconciled and authorised on a timely basis. Main Responsibilities As a Reconciliations Team Leader with Travel Counsellors, you will: Ensure the fast and efficient reconciliation of Virtual Credit Card statements and contribute to the wider business strategy to reduce, control, and maintain any unreconciled Virtual Credit Card statements. Develop and maintain strong relationships with key stakeholders, including internal SMEs and external suppliers, and ensure the team is up to date with the latest processes, regulations, and developments. Support the Head of Finance Support with conducting monthly 121s and managing the performance of team members. Identify areas for development within the team, cascading expert knowledge to colleagues and upskilling and cross-training peers to enable multi-skilled cross-functional support teams. Act as a role model for fellow colleagues within the Reconciliation function by delivering industry-leading support to both colleagues and TCs alike and ensuring daily workloads are managed and SLAs are met. Actively seek, document, and implement ways to improve processes. Compile and manage colleague rotas. Hold/contribute to team meetings. Benefits Competitive salary + annual bonus Flexible hybrid working Career development opportunities 25 days holiday (increasing to 28 after 5 years) Enhanced Maternity/Paternity pay 3 paid charity days Company events and incentives 3x salary death in service benefit Pension scheme Private Medical Insurance or Healthcare Cash Plan Free breakfast and beverages Essential Skills GCSE Maths and English IT literate - able to use Microsoft Office, Excel, etc. Experience managing a team An approachable team player Numerical skills Excellent verbal and written communication skills with a confident and professional manner Don't miss out on this fantastic opportunity; apply for this Reconciliations Team Leader role today! About Company At Travel Counsellors, our customers, communities, and colleagues are at the heart of everything we do. For over 30 years, we've empowered 2,100+ independent travel agents worldwide, helping them build successful businesses while providing deeply personal, human connections with their customers. Supported by a talented team of over 400 people in our support offices, we create unique travel experiences that keep customers coming back. Named the Best Place to Work in Travel (2022) and ranked in the Sunday Times Best Places to Work (2023 & 2024), we're expanding rapidly and looking for exceptional individuals to join our Head Office team. Inclusive Recruitment Statement Travel Counsellors is an equal opportunity employer committed to diversity and inclusion. We welcome applicants from all backgrounds and do not discriminate based on race, gender, disability, or any protected characteristic. We provide accommodations for individuals with disabilities throughout the hiring process. We believe diverse perspectives strengthen our team and encourage all to apply.
Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description The Firm is seeking to add to its Platform Operations team in the London office. The Platform Operations team is responsible for managing; (1) the execution and onboarding of new products created for BOWS, (2) the operational onboarding of new relationships for products distributed by BOWS, and (3) the operational oversight of the BOWS feeder fund platforms and the semi-liquid products. This individual will work on projects across the various funds supported by Platform Operations, with a focus on client onboarding, data management, and assisting the Head of Operating with the creation of new processes and process improvement, automation, and strategic project management. The person will interact regularly with technology, sales, legal, fund finance, and operations professionals as well as senior management. Responsibilities: Assist with ongoing design and development of a scalable and robust operating model and the ongoing management of the day-to-day operations of the BOWS EMEA and APAC products. Oversight of the Transfer Agent, ensuring SLAs are met and maintenance of good service levels. Client Operations; onboarding new clients, distributors, platforms, and managing ongoing data requirements. Sales Support; assist EMEA/APAC sales team to deliver a gold standard customer journey during initial pre-onboarding queries through to onboarding with the Transfer Agent. Processes and Procedures; maintain core operational process documents with a process of regular review/update. Data and Reporting; work with technology to manage and oversee EMEA/APAC data flows from Transfer Agents into CRM system, ensuring accuracy and robustness. Help to address escalation issues (including audit issues, investment breaches, NAV errors, regulatory reporting issues, and depositary concerns). Assist with ad-hoc requests from the wider BOWS team. Qualifications & Requirements: Bachelor's degree including at least 7 years' experience in wealth in a financial services or fund operations role. Proven ability to learn quickly and prioritize multiple projects. Strong technical skills that can contribute to automation and process improvement. Strong interpersonal skills, with the ability to work well in a team environment. Strong oral and written communication skills. Excellent critical thinking and organizational skills. Energetic and willing to get involved where needed. Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint). Proficiency with Salesforce or similar CRM software is preferable. Exceptional attention to detail, placing a high priority on accuracy. Strong analytical, project and time management skills. Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. Location London - One Canada Square, Level 25
Feb 11, 2025
Full time
Business - Brookfield Oaktree Wealth Solutions Brookfield Asset Management, a leading global alternative asset manager, has an exemplary 100+ year history of owning and operating real assets and related businesses. In 2019, Brookfield acquired a majority interest in Oaktree Capital, a leader among global investment managers specializing in credit and other alternative investments. Together, Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their in-depth operating experience and market knowledge provide a competitive advantage. Brookfield Oaktree Wealth Solutions is a dedicated business delivering the unparalleled alternative investment expertise of Brookfield and Oaktree to private wealth investors, in partnership with their financial advisors. The business unit is dedicated to effectively supporting the financial intermediary community and bringing timely & unique solutions to market with the individual investor in mind. Brookfield Culture Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses. Job Description The Firm is seeking to add to its Platform Operations team in the London office. The Platform Operations team is responsible for managing; (1) the execution and onboarding of new products created for BOWS, (2) the operational onboarding of new relationships for products distributed by BOWS, and (3) the operational oversight of the BOWS feeder fund platforms and the semi-liquid products. This individual will work on projects across the various funds supported by Platform Operations, with a focus on client onboarding, data management, and assisting the Head of Operating with the creation of new processes and process improvement, automation, and strategic project management. The person will interact regularly with technology, sales, legal, fund finance, and operations professionals as well as senior management. Responsibilities: Assist with ongoing design and development of a scalable and robust operating model and the ongoing management of the day-to-day operations of the BOWS EMEA and APAC products. Oversight of the Transfer Agent, ensuring SLAs are met and maintenance of good service levels. Client Operations; onboarding new clients, distributors, platforms, and managing ongoing data requirements. Sales Support; assist EMEA/APAC sales team to deliver a gold standard customer journey during initial pre-onboarding queries through to onboarding with the Transfer Agent. Processes and Procedures; maintain core operational process documents with a process of regular review/update. Data and Reporting; work with technology to manage and oversee EMEA/APAC data flows from Transfer Agents into CRM system, ensuring accuracy and robustness. Help to address escalation issues (including audit issues, investment breaches, NAV errors, regulatory reporting issues, and depositary concerns). Assist with ad-hoc requests from the wider BOWS team. Qualifications & Requirements: Bachelor's degree including at least 7 years' experience in wealth in a financial services or fund operations role. Proven ability to learn quickly and prioritize multiple projects. Strong technical skills that can contribute to automation and process improvement. Strong interpersonal skills, with the ability to work well in a team environment. Strong oral and written communication skills. Excellent critical thinking and organizational skills. Energetic and willing to get involved where needed. Proficiency with Microsoft Office (Outlook, Word, Excel, and PowerPoint). Proficiency with Salesforce or similar CRM software is preferable. Exceptional attention to detail, placing a high priority on accuracy. Strong analytical, project and time management skills. Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment. We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted. Location London - One Canada Square, Level 25
My clients Land and Property team are responsible for acquiring and managing the land and property to enable timely construction of HS2 in a way that is sympathetic to those affected and to manage the disposal of surplus land and property to achieve best value. Rate: £650 per day Umbrella Contract/Full time Key responsibilities: Manage and lead the approach to the disposal of surplus land and property from the HS2 managed portfolio to ensure operational objectives are supported and best value is achieved. Lead contact with HS2's appointed managing agent (and other suppliers) to oversee the appraisal and evaluation of assets to determine the appropriate timing and method of sale. Working closely with the Senior Property Management Surveyors to agree management strategy for assets which have been shortlisted for disposal. Responsible for taking all proposed disposals through HS2 and DfT governance to obtain formal approvals for sale, having due regard to statutory and policy requirements. Oversight of effective engagement and communication with affected parties including tenants and former property owners where relevant. Instruction and management of all relevant suppliers including managing agents, valuation surveyors and estate agents to ensure high levels of service in line with agreed contractual terms. Liaising with agents to review and discuss all aspects of marketing and handling/acceptance of offers to ensure best value achieved. Working with our internal finance teams to manage the handling of receipts, forecasting and financial reporting. Requirements: Chartered Surveyor (or equivalent) with knowledge of dealing with all aspects of valuation, property disposal and programme management. Knowledge of legal obligations in relation to disposal of property (including specifically disposal of property acquired using compulsory powers) An understanding of the compulsory purchase process or other government compensation schemes (training will be provided). By applying for this position, you are agreeing for Carrington West to hold and process your personal data in accordance with our Data Protection Policy. Your data will be shared with third party clients specifically relevant to any roles you have applied for. If at any stage, you wish to withdraw your consent please contact us.
Feb 04, 2025
Contractor
My clients Land and Property team are responsible for acquiring and managing the land and property to enable timely construction of HS2 in a way that is sympathetic to those affected and to manage the disposal of surplus land and property to achieve best value. Rate: £650 per day Umbrella Contract/Full time Key responsibilities: Manage and lead the approach to the disposal of surplus land and property from the HS2 managed portfolio to ensure operational objectives are supported and best value is achieved. Lead contact with HS2's appointed managing agent (and other suppliers) to oversee the appraisal and evaluation of assets to determine the appropriate timing and method of sale. Working closely with the Senior Property Management Surveyors to agree management strategy for assets which have been shortlisted for disposal. Responsible for taking all proposed disposals through HS2 and DfT governance to obtain formal approvals for sale, having due regard to statutory and policy requirements. Oversight of effective engagement and communication with affected parties including tenants and former property owners where relevant. Instruction and management of all relevant suppliers including managing agents, valuation surveyors and estate agents to ensure high levels of service in line with agreed contractual terms. Liaising with agents to review and discuss all aspects of marketing and handling/acceptance of offers to ensure best value achieved. Working with our internal finance teams to manage the handling of receipts, forecasting and financial reporting. Requirements: Chartered Surveyor (or equivalent) with knowledge of dealing with all aspects of valuation, property disposal and programme management. Knowledge of legal obligations in relation to disposal of property (including specifically disposal of property acquired using compulsory powers) An understanding of the compulsory purchase process or other government compensation schemes (training will be provided). By applying for this position, you are agreeing for Carrington West to hold and process your personal data in accordance with our Data Protection Policy. Your data will be shared with third party clients specifically relevant to any roles you have applied for. If at any stage, you wish to withdraw your consent please contact us.
Realty Income, The Monthly Dividend Company , is an S&P 500 company and member of the S&P 500 Dividend Aristocrats index. For more than five decades, we have invested in people and places to deliver dependable monthly dividends that increase over time. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 13,100 real estate properties primarily owned under long-term net lease agreements with commercial clients. To date, the company has declared 637 consecutive common stock monthly dividends throughout its 54-year operating history and increased the dividend 121 times since Realty Income's public listing in 1994 (NYSE: O). What you will be working on: The Senior Director, Head of Investments, Italy will be a key partner to the Managing Director, Head of Europe, and President of Realty Income International for the continued growth of the organization's international platform. This role has three key areas of responsibility focused initially on Italy and potentially expanding to other countries over time: Sourcing, underwriting, and executing attractive investments within Realty Income's current investment mandate and proposing new investments that broaden that scope keeping in mind the company's risk/return focus. Maximizing return on existing assets by supporting or leading asset management efforts that encompass re-leasing, repositioning, selling, or redeveloping assets. Closely working with the US and European teams to manage the key metrics of importance for earnings and reporting such as investment volume, investment yield, occupancy, and re-leasing spreads. In addition to these areas of focus, successful candidates will help shape the overall strategy and capabilities to grow the business in Southern Europe, in particular the Italian market. Being successful will require working closely with the European leadership team, Investment Committee, Asset Management, Strategy & Insights, Legal, People Success, Finance and Tax consistently, and the Board of Directors periodically. Investments Formulate and execute a multi-year investment strategy working with the European leadership team. Prioritize investment focus based on macro (country or continental), micro (industry and regional), secular (e.g., e-commerce), or cyclical drivers of investment returns across target asset classes. Translate investment strategy into tactical plans for acquisition, including: Sourcing strategy. Target asset/client (i.e., tenant) lists for transactions. Potential partnerships or joint ventures. Use asset management insights in underwriting potential acquisitions, e.g., for non-traditional uses relative to the current use of the assets. Manage local relationships (e.g., clients, agents, bankers, developers, etc.). Develop relationships with prospective clients and assess their real estate and capital needs. Actively manage a pipeline for Italy, and potentially other markets, over time. Work with colleagues as "One Team" to deliver overall acquisition results across investment teams. Asset Management Work closely with asset management and portfolio management teams in the UK and US, providing support or leadership as needed on areas that create meaningful business impact, some of which are outlined below. Identify and implement opportunities for increasing revenue potential, including capital improvements to enhance the asset's value, optimize return on investment, and promote long-term financial growth for the portfolio. Contribute to annual capital planning and budgeting for the property portfolio. Leverage client, vendor, and other relationships to support the team on lease roll-overs, re-leasing, sale, or re-development efforts. Provide input on upcoming leases to assess the likelihood of lease renewal and formulate the asset strategy in the event of non-renewal. When appropriate, manage client relationships on matters relating to properties/leases including renewals, expansions, subleases, rent reviews as well as general property management (e.g., repairs & maintenance). Provide support for litigation, easements, and condemnations on an as-needed basis. Performs other duties as assigned. What we expect from you: Bachelor's degree. 10+ years relevant work experience in commercial real estate investment, management, re-development, and managing teams. English and Italian fluency (reading, speaking, writing). Real Estate & Finance: Deeply familiar with REITs and commercial real estate. Significant prior financial responsibility or accountability. Knowledgeable about retail/industrial trends, operations, leasing, and laws as well as asset/property management. Able to manage conflict with counterparties, including sellers, tenants, brokers, third-party requestors, etc. Skilled in salesmanship and negotiation (ability to be persuasive, overcome objections, handle rejection). Highly numerate with strong financial analysis skills. Proficient in Excel, Outlook, and Word. Leadership & Management: Instills the highest standards of integrity and professionalism. Operates with and inspires an entrepreneurial mindset. Exceed targets and drive accountability for goals. Builds relationships across functional groups; works as "One Team". Cultivates a collegial and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Prioritizes and achieves competing demands. Presents well verbally and in writing. Supervises, coaches, and mentors a diverse team. Miscellaneous: Travel up to 30% domestically or internationally.
Oct 20, 2023
Full time
Realty Income, The Monthly Dividend Company , is an S&P 500 company and member of the S&P 500 Dividend Aristocrats index. For more than five decades, we have invested in people and places to deliver dependable monthly dividends that increase over time. The company is structured as a REIT, and its monthly dividends are supported by the cash flow from over 13,100 real estate properties primarily owned under long-term net lease agreements with commercial clients. To date, the company has declared 637 consecutive common stock monthly dividends throughout its 54-year operating history and increased the dividend 121 times since Realty Income's public listing in 1994 (NYSE: O). What you will be working on: The Senior Director, Head of Investments, Italy will be a key partner to the Managing Director, Head of Europe, and President of Realty Income International for the continued growth of the organization's international platform. This role has three key areas of responsibility focused initially on Italy and potentially expanding to other countries over time: Sourcing, underwriting, and executing attractive investments within Realty Income's current investment mandate and proposing new investments that broaden that scope keeping in mind the company's risk/return focus. Maximizing return on existing assets by supporting or leading asset management efforts that encompass re-leasing, repositioning, selling, or redeveloping assets. Closely working with the US and European teams to manage the key metrics of importance for earnings and reporting such as investment volume, investment yield, occupancy, and re-leasing spreads. In addition to these areas of focus, successful candidates will help shape the overall strategy and capabilities to grow the business in Southern Europe, in particular the Italian market. Being successful will require working closely with the European leadership team, Investment Committee, Asset Management, Strategy & Insights, Legal, People Success, Finance and Tax consistently, and the Board of Directors periodically. Investments Formulate and execute a multi-year investment strategy working with the European leadership team. Prioritize investment focus based on macro (country or continental), micro (industry and regional), secular (e.g., e-commerce), or cyclical drivers of investment returns across target asset classes. Translate investment strategy into tactical plans for acquisition, including: Sourcing strategy. Target asset/client (i.e., tenant) lists for transactions. Potential partnerships or joint ventures. Use asset management insights in underwriting potential acquisitions, e.g., for non-traditional uses relative to the current use of the assets. Manage local relationships (e.g., clients, agents, bankers, developers, etc.). Develop relationships with prospective clients and assess their real estate and capital needs. Actively manage a pipeline for Italy, and potentially other markets, over time. Work with colleagues as "One Team" to deliver overall acquisition results across investment teams. Asset Management Work closely with asset management and portfolio management teams in the UK and US, providing support or leadership as needed on areas that create meaningful business impact, some of which are outlined below. Identify and implement opportunities for increasing revenue potential, including capital improvements to enhance the asset's value, optimize return on investment, and promote long-term financial growth for the portfolio. Contribute to annual capital planning and budgeting for the property portfolio. Leverage client, vendor, and other relationships to support the team on lease roll-overs, re-leasing, sale, or re-development efforts. Provide input on upcoming leases to assess the likelihood of lease renewal and formulate the asset strategy in the event of non-renewal. When appropriate, manage client relationships on matters relating to properties/leases including renewals, expansions, subleases, rent reviews as well as general property management (e.g., repairs & maintenance). Provide support for litigation, easements, and condemnations on an as-needed basis. Performs other duties as assigned. What we expect from you: Bachelor's degree. 10+ years relevant work experience in commercial real estate investment, management, re-development, and managing teams. English and Italian fluency (reading, speaking, writing). Real Estate & Finance: Deeply familiar with REITs and commercial real estate. Significant prior financial responsibility or accountability. Knowledgeable about retail/industrial trends, operations, leasing, and laws as well as asset/property management. Able to manage conflict with counterparties, including sellers, tenants, brokers, third-party requestors, etc. Skilled in salesmanship and negotiation (ability to be persuasive, overcome objections, handle rejection). Highly numerate with strong financial analysis skills. Proficient in Excel, Outlook, and Word. Leadership & Management: Instills the highest standards of integrity and professionalism. Operates with and inspires an entrepreneurial mindset. Exceed targets and drive accountability for goals. Builds relationships across functional groups; works as "One Team". Cultivates a collegial and high-performing culture. Pushes to decisions/conclusions amidst ambiguity. Prioritizes and achieves competing demands. Presents well verbally and in writing. Supervises, coaches, and mentors a diverse team. Miscellaneous: Travel up to 30% domestically or internationally.
We have a fantastic opportunity for a Financial Planning Analyst to join our team based in Manchester. Role Summary and Core Responsibilities Proactive financial support to the operational areas, driving performance through insightful analysis Oversight of the Group's financial planning (inclusive of budget/forecasts) and monitoring process Core Accountabilities and Responsibilities The business is PE-owned, and the demands of the role reflect that, in an expectation for a strong focus on financial performance, incisive analysis and insight on business performance, and continuous commercial, financial, and operational improvement. As Financial Planning Analyst you will support the Head of FP&A to proactively support the Group's senior leadership team in driving strategic and tactical business initiatives across the Group through (for example): Adoption of a finance partner approach to ensure teams across the business have access to financial and analytical support when/where required Ensuring, through routine (weekly/monthly) and ad-hoc reporting, that key stakeholders have a sound understanding of actual and forecast financial and operational performance of the business and the key drivers of under/over-performance Play an integral role of the Group's financial planning and forecasting processes, ensuring financial plans and forecasts are modelled accurately to reflect approved programmes and initiatives across the Group Detailed Deliverables Delivery of daily/weekly/monthly KPI performance reports and a rolling reforecast with accompanying commentaries providing value-adding analysis and insight Decision support in the form of investment appraisal and ROI tracking Proactive identification of areas for operational and/or financial performance improvement Support in the delivery of an annual business plan and subsequent reforecasts as required Oversight of cost management and reporting processes Ad-hoc projects as and when required by the board We welcome applications for this Financial Planning Analyst role from candidates with experience in the following areas: FP&A Analyst, financial planning, Accountant, commercial finance, Planning Analyst. Benefits A competitive basic salary plus annual company bonus Flexible hybrid working model (two days home, three days office) Career development and promotional opportunities 25 days holidays (increasing to 28 after 5 years of service) A 'Moments That Matter' day (annually) Enhanced Maternity / Paternity pay Holiday buy and sell 3 paid days charity leave Company events, socials, and incentives 3 x death in service Company pension scheme Costco membership Salary sacrifice, company car scheme Free breakfast, fruit, and hot/cold beverages Referral scheme Employee discount Essential Skills Experience and Qualifications Qualified accountant with a background in FP&A/commercial finance Strong oral and written communication skills; positive attitude and interpersonal skills Experience of managing multiple key stakeholders Resilient to change and more importantly able to act as a change agent Absorb and summarise complex or diverse information Strong analytical skills with advanced proficiency in Microsoft Excel Power BI experience capability is desirable but not essential to this Financial Planning Analyst role Demonstrated 'hands on' delivery approach Capable of interpreting information and providing succinct analysis to senior stakeholders Skills and Attributes Strong attention to detail and accuracy Take ownership of tasks, maintaining focus when tight deadlines are required Can show creative thinking when solving problems, wanting to resolve these as quickly as possible Comfortable operating in fast-paced environments with informal ways of working Possess a great work ethic, positive mindset, and limitless thinking You will be forward thinking and customer-focused Naturally ambitious, hardworking, and achievement-oriented You will be resilient and have a strong desire to succeed, going above and beyond to deliver exceptional results About Company At Travel Counsellors, we care about our customers, communities, and our colleagues more than anyone else and that's what makes us special. For us, relationships trump transactions, and we are there for our customers, connecting with them on a deeply human level through the moments that matter. We've been changing lives for over 28 years as the leading travel marketplace for self-employed travel entrepreneurs, empowering over 2,000 global independent travel agents to run successful leisure and corporate travel businesses as part of a company that truly cares and one that has never wavered from its purpose; to redefine what personal means for a travel business. Our Travel Counsellors are supported by a team of over 270 super talented people in our support offices to help them create unique, inspiring, and exciting experiences for their customers, building lasting personal relationships that brings them back to us, time and time again. We're fired up for the future as the demand for travel after COVID-19 returns even greater than before, and we're looking for the brightest and the best to come and join us to take our business to the next level.
Dec 13, 2022
Full time
We have a fantastic opportunity for a Financial Planning Analyst to join our team based in Manchester. Role Summary and Core Responsibilities Proactive financial support to the operational areas, driving performance through insightful analysis Oversight of the Group's financial planning (inclusive of budget/forecasts) and monitoring process Core Accountabilities and Responsibilities The business is PE-owned, and the demands of the role reflect that, in an expectation for a strong focus on financial performance, incisive analysis and insight on business performance, and continuous commercial, financial, and operational improvement. As Financial Planning Analyst you will support the Head of FP&A to proactively support the Group's senior leadership team in driving strategic and tactical business initiatives across the Group through (for example): Adoption of a finance partner approach to ensure teams across the business have access to financial and analytical support when/where required Ensuring, through routine (weekly/monthly) and ad-hoc reporting, that key stakeholders have a sound understanding of actual and forecast financial and operational performance of the business and the key drivers of under/over-performance Play an integral role of the Group's financial planning and forecasting processes, ensuring financial plans and forecasts are modelled accurately to reflect approved programmes and initiatives across the Group Detailed Deliverables Delivery of daily/weekly/monthly KPI performance reports and a rolling reforecast with accompanying commentaries providing value-adding analysis and insight Decision support in the form of investment appraisal and ROI tracking Proactive identification of areas for operational and/or financial performance improvement Support in the delivery of an annual business plan and subsequent reforecasts as required Oversight of cost management and reporting processes Ad-hoc projects as and when required by the board We welcome applications for this Financial Planning Analyst role from candidates with experience in the following areas: FP&A Analyst, financial planning, Accountant, commercial finance, Planning Analyst. Benefits A competitive basic salary plus annual company bonus Flexible hybrid working model (two days home, three days office) Career development and promotional opportunities 25 days holidays (increasing to 28 after 5 years of service) A 'Moments That Matter' day (annually) Enhanced Maternity / Paternity pay Holiday buy and sell 3 paid days charity leave Company events, socials, and incentives 3 x death in service Company pension scheme Costco membership Salary sacrifice, company car scheme Free breakfast, fruit, and hot/cold beverages Referral scheme Employee discount Essential Skills Experience and Qualifications Qualified accountant with a background in FP&A/commercial finance Strong oral and written communication skills; positive attitude and interpersonal skills Experience of managing multiple key stakeholders Resilient to change and more importantly able to act as a change agent Absorb and summarise complex or diverse information Strong analytical skills with advanced proficiency in Microsoft Excel Power BI experience capability is desirable but not essential to this Financial Planning Analyst role Demonstrated 'hands on' delivery approach Capable of interpreting information and providing succinct analysis to senior stakeholders Skills and Attributes Strong attention to detail and accuracy Take ownership of tasks, maintaining focus when tight deadlines are required Can show creative thinking when solving problems, wanting to resolve these as quickly as possible Comfortable operating in fast-paced environments with informal ways of working Possess a great work ethic, positive mindset, and limitless thinking You will be forward thinking and customer-focused Naturally ambitious, hardworking, and achievement-oriented You will be resilient and have a strong desire to succeed, going above and beyond to deliver exceptional results About Company At Travel Counsellors, we care about our customers, communities, and our colleagues more than anyone else and that's what makes us special. For us, relationships trump transactions, and we are there for our customers, connecting with them on a deeply human level through the moments that matter. We've been changing lives for over 28 years as the leading travel marketplace for self-employed travel entrepreneurs, empowering over 2,000 global independent travel agents to run successful leisure and corporate travel businesses as part of a company that truly cares and one that has never wavered from its purpose; to redefine what personal means for a travel business. Our Travel Counsellors are supported by a team of over 270 super talented people in our support offices to help them create unique, inspiring, and exciting experiences for their customers, building lasting personal relationships that brings them back to us, time and time again. We're fired up for the future as the demand for travel after COVID-19 returns even greater than before, and we're looking for the brightest and the best to come and join us to take our business to the next level.
Job Title: Mortgage and Protection Adviser Location: Oxford Salary: £30,000 (negotiable) along with a generous bonus scheme in place About the firm Our client is a leading Personal Wealth & Mortgage Advice firm based in Oxford, who offer a comprehensive financial planning service for all of their clients Mortgage, Pension and Investment needs. They have a small but successful team that have over two decades of experience looking after client finances. Their aim is to deliver an exceptional service and build on mutual openness and trust. They believe that this provides the foundation for delivering high quality advice which increases the potential for their clients to achieve their financial goals. If you are a Mortgage and Protection Adviser that enjoys building long lasting relationships with your clients, supported by a friendly and experienced team, then this could be the right role for you! About the role This role would be working with the current Mortgage team to continue providing an excellent service to the firm's existing clients and can be a full or part-time, office based role. You will be identifying client's mortgage and protection shortfall needs fully and to present relevant solutions, completing mortgage, protection and general insurance arrangements through the highest level of compliant service to clients and generating and developing new business by identifying potential clients through referrals and networking and conducting review events with existing clients. Accountabilities Accountabilities will include, but are not limited to; Lead Generation Liaise with other professionals, such as estate agents, solicitors and valuers Contact clients and set up meetings, either within an office environment or in clients' homes or business premises Provide High Quality Advice Conduct in-depth reviews of clients' financial circumstances, current provision and future aims Assess clients' financial situation by gathering information regarding earnings, existing debts, expenditure, existing protection and insurance arrangements etc Sales and Case Completion Obtain clients' commitment by explaining recommendations and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions. Ensuring mortgage and insurance arrangements are completed in accordance with client needs Client Relationships Be accessible via phone, email etc. as a key point of contact for client queries or requests Review and respond to clients changing needs and financial circumstances Contact clients with news of new financial products or changes to legislation that may affect their situation Quality Assurance Maintain high compliance standards that satisfy legislative requirements Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Benefits Benefits include, but are not limited to; Competitive salary Profit and performance related bonus Pension contribution Private Health Insurance Funding of relevant training and exams If you would like to discuss this role in further detail, please apply and one of our specialist consultants will be in touch.
Dec 12, 2022
Full time
Job Title: Mortgage and Protection Adviser Location: Oxford Salary: £30,000 (negotiable) along with a generous bonus scheme in place About the firm Our client is a leading Personal Wealth & Mortgage Advice firm based in Oxford, who offer a comprehensive financial planning service for all of their clients Mortgage, Pension and Investment needs. They have a small but successful team that have over two decades of experience looking after client finances. Their aim is to deliver an exceptional service and build on mutual openness and trust. They believe that this provides the foundation for delivering high quality advice which increases the potential for their clients to achieve their financial goals. If you are a Mortgage and Protection Adviser that enjoys building long lasting relationships with your clients, supported by a friendly and experienced team, then this could be the right role for you! About the role This role would be working with the current Mortgage team to continue providing an excellent service to the firm's existing clients and can be a full or part-time, office based role. You will be identifying client's mortgage and protection shortfall needs fully and to present relevant solutions, completing mortgage, protection and general insurance arrangements through the highest level of compliant service to clients and generating and developing new business by identifying potential clients through referrals and networking and conducting review events with existing clients. Accountabilities Accountabilities will include, but are not limited to; Lead Generation Liaise with other professionals, such as estate agents, solicitors and valuers Contact clients and set up meetings, either within an office environment or in clients' homes or business premises Provide High Quality Advice Conduct in-depth reviews of clients' financial circumstances, current provision and future aims Assess clients' financial situation by gathering information regarding earnings, existing debts, expenditure, existing protection and insurance arrangements etc Sales and Case Completion Obtain clients' commitment by explaining recommendations and options; explaining advantages and risks; providing explanations; alleviating concerns; answering questions. Ensuring mortgage and insurance arrangements are completed in accordance with client needs Client Relationships Be accessible via phone, email etc. as a key point of contact for client queries or requests Review and respond to clients changing needs and financial circumstances Contact clients with news of new financial products or changes to legislation that may affect their situation Quality Assurance Maintain high compliance standards that satisfy legislative requirements Meet the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. Benefits Benefits include, but are not limited to; Competitive salary Profit and performance related bonus Pension contribution Private Health Insurance Funding of relevant training and exams If you would like to discuss this role in further detail, please apply and one of our specialist consultants will be in touch.
Customer Sales Advisor - Retentions Competitive salary: £21,500 per year, plus a OTE bonus £7,800 per annum Contract: Permanent, full time with flexible shift patterns Location: Hybrid & Remote working options available Early applications encouraged with start dates of 10th October 2022 Who we are We are Domestic & General. We're a proud partner to leading manufacturer and retail brands worldwide, taking the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, we're recruiting Customer Sales Advisors for our Retention department in a role that offers great work life balance plus a flexible and engaging onboarding experience. The role you'll do As a Customer Sales Advisor in our Retentions team, you'll be the first of call for customers who are renewing or cancelling their plans. Day-to-day, you'll: Use your brilliant sales and customer service skills to suggest other products that give added peace of mind. Share the features and benefits of protection products to help customers find the one that's right for them. Build rapport with customers, get to know their individual needs and put their interests first, so they continue their protection with us. What else to expect: In a 4-week training programme you'll learn our systems, meet your new colleagues, perfect your sales technique and learn what makes a great customer experience. You'll work on a shift pattern: Monday to Saturday - 08:00-20.00; Saturday: 08:00 - 20:00; Sunday - 08.00-18:30). We'll provide all the equipment you need, but you must have broadband access. The experience and skills you need A solid background in targeted sales or customer service A driven mindset with strong sales skills and a love for hitting targets Proven experience of working autonomously or in a home-based position Great communication skills - you're at ease building rapport, listening to customers and demonstrating empathy when needed A team player committed to creating an excellent customer experience Unflappable and resilient attitude to juggle tasks and bounce back quickly Our Benefits Comprehensive training with clearly defined career progression opportunities Regular incentives with amazing prizes to be won Annual leave - 33 days annual leave (including bank holidays) with an annual option to buy up to 5 additional days of annual leave Health cash plan - employer funded cover to enable you to claim money back on essential healthcare costs, including dental, optical, physiotherapy and many more. Cover also includes unlimited access to a 24/7 virtual GP service Pension scheme - matched employer contributions up to 5% of basic salary Life assurance - employer funded cover of 4x basic salary Dedicated online benefit portal offering access to saving and lending facilities, financial wellbeing and support services: Salary Finance - access to savings and borrowing through payroll Car Leasing - access to a carbon neutral salary sacrifice car leasing scheme, with an all-inclusive monthly cost covering all charge, taxes, insurance, repairs and maintenance on a range of brand new vehicles Travel Loans - interest free loans to help spread the cost of annual travel tickets Cycle to Work - tax efficient bike and cycling equipment worth up to £1,000 Health & Wellbeing - discounted gym membership, online virtual workout sessions, online culinary classes OnHand - Giving you the opportunity to be an Eco & Social volunteer via a handy app. Volunteer individually or in groups to get involved in Youth Mentoring, Food Poverty, Homelessness & Elderly help. Employee Assistance Programme - specialist advice and support on issues such as finance, relationships, illness and family issues Free Domestic & General protection plan - one free plan each year with access to discounted rates of up to 50% on additional plans, including referrals for family and friends Employee discounts - access to discounted Sky TV and mobile packages, together with a range of discounts for 100s of online and high street retailers Domestic & General is an equal opportunities employer, which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please note that we have a thorough referencing process, which includes credit and criminal record checks. Domestic & General work in trusted partnership and are supported by Brook Street (UK) Limited with the recruitment process for our contact centre agents. Information collected from you in relation to your application will be accessed by Brook Street under a strict duty of confidentiality and Brook Street will be in direct contact with you in relation to any application made.
Sep 24, 2022
Full time
Customer Sales Advisor - Retentions Competitive salary: £21,500 per year, plus a OTE bonus £7,800 per annum Contract: Permanent, full time with flexible shift patterns Location: Hybrid & Remote working options available Early applications encouraged with start dates of 10th October 2022 Who we are We are Domestic & General. We're a proud partner to leading manufacturer and retail brands worldwide, taking the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, we're recruiting Customer Sales Advisors for our Retention department in a role that offers great work life balance plus a flexible and engaging onboarding experience. The role you'll do As a Customer Sales Advisor in our Retentions team, you'll be the first of call for customers who are renewing or cancelling their plans. Day-to-day, you'll: Use your brilliant sales and customer service skills to suggest other products that give added peace of mind. Share the features and benefits of protection products to help customers find the one that's right for them. Build rapport with customers, get to know their individual needs and put their interests first, so they continue their protection with us. What else to expect: In a 4-week training programme you'll learn our systems, meet your new colleagues, perfect your sales technique and learn what makes a great customer experience. You'll work on a shift pattern: Monday to Saturday - 08:00-20.00; Saturday: 08:00 - 20:00; Sunday - 08.00-18:30). We'll provide all the equipment you need, but you must have broadband access. The experience and skills you need A solid background in targeted sales or customer service A driven mindset with strong sales skills and a love for hitting targets Proven experience of working autonomously or in a home-based position Great communication skills - you're at ease building rapport, listening to customers and demonstrating empathy when needed A team player committed to creating an excellent customer experience Unflappable and resilient attitude to juggle tasks and bounce back quickly Our Benefits Comprehensive training with clearly defined career progression opportunities Regular incentives with amazing prizes to be won Annual leave - 33 days annual leave (including bank holidays) with an annual option to buy up to 5 additional days of annual leave Health cash plan - employer funded cover to enable you to claim money back on essential healthcare costs, including dental, optical, physiotherapy and many more. Cover also includes unlimited access to a 24/7 virtual GP service Pension scheme - matched employer contributions up to 5% of basic salary Life assurance - employer funded cover of 4x basic salary Dedicated online benefit portal offering access to saving and lending facilities, financial wellbeing and support services: Salary Finance - access to savings and borrowing through payroll Car Leasing - access to a carbon neutral salary sacrifice car leasing scheme, with an all-inclusive monthly cost covering all charge, taxes, insurance, repairs and maintenance on a range of brand new vehicles Travel Loans - interest free loans to help spread the cost of annual travel tickets Cycle to Work - tax efficient bike and cycling equipment worth up to £1,000 Health & Wellbeing - discounted gym membership, online virtual workout sessions, online culinary classes OnHand - Giving you the opportunity to be an Eco & Social volunteer via a handy app. Volunteer individually or in groups to get involved in Youth Mentoring, Food Poverty, Homelessness & Elderly help. Employee Assistance Programme - specialist advice and support on issues such as finance, relationships, illness and family issues Free Domestic & General protection plan - one free plan each year with access to discounted rates of up to 50% on additional plans, including referrals for family and friends Employee discounts - access to discounted Sky TV and mobile packages, together with a range of discounts for 100s of online and high street retailers Domestic & General is an equal opportunities employer, which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please note that we have a thorough referencing process, which includes credit and criminal record checks. Domestic & General work in trusted partnership and are supported by Brook Street (UK) Limited with the recruitment process for our contact centre agents. Information collected from you in relation to your application will be accessed by Brook Street under a strict duty of confidentiality and Brook Street will be in direct contact with you in relation to any application made.
GSBS Head of Order Processing Location: Remote/Work from Home About GSBS: The purpose of Global Shared Business Services is to support the transformational growth of the business by delivering simple, scalable solutions through our GSBS operations across all our regions - a key enabler of 'The RS Way' and beyond. A suite of initiatives has been identified that supports the expansion of the services provided by the GSBS regional operations as well as transforming the way that those services are provided. About the role: This is a leadership role within GSBS Operations and will be responsible for the delivery of GSBS Order processing services across the EMEA region. The role is accountable for establishing and maintaining service level agreements with our customers, and then managing a multi-location team of processing agents who process all core email and fax ordering processes for all EMEA orders. Team success is measured on number of activities processed within these service level agreements, with a target of zero carryovers at the end of every day for each market served, across each process owned. The role is responsible for leading, building and maintaining a high performing Order Processing team to deliver exceptional service to our customers. It would be expected that the role holder would lead delivery of multiple initiatives, be responsible for continual service and process improvement, through process standardisation, optimisation, and automation Key Responsibilities: This role will have direct reporting lines to several Team Managers, who in turn manage the Processing Agents. Team size can flex depending upon customer demand. Team members are in the UK and Poland. There is also accountability for the performance of agents processing EMEA orders from China. Effective leadership of teams is critical to the success of this role Primary objective is to provide visible leadership, build and maintain a high performing team to deliver exceptional service to our EMEA customers. This includes the achievement of market / department / team / individual targets against SLAs Be accountable for processes compliance and improvement Responsible for the development of team knowledge on processes to ensure the team deliver excellent customer service. Identify and utilise strengths within the teams to support career progression and build meaningful development plans. Develop the skills and potential of your Team Managers/Team Leaders, inspiring the delivery of engaging training, good quality feedback and career progression. Proactive in working with teams to identify and manage risks - role holder should be risk aware not risk adverse Work with colleagues in all markets / regions to understand as-is processes and work to optimise / standardise / automate for delivery of best solution Identify and manage all global stakeholders to ensure buy-in and support for project overcoming resistance Ensure effective handover of new capabilities to business owners, including process documentation, training material and measurement systems. Govern to GSBS project delivery standards that are in place Adhere to legal and regulatory requirements relevant to the initiative Part of the GSBS Operations Leadership team and an ambassador of driving forward the GSBS movement Candidate Requirement: Essential: Ability to lead, inspire and hold teams to account whilst also facilitating collaboration Minimum 2 years in a customer focused environment Development of people Business wide experience Driving a network of teams' concept across GSBS entities Team player Highly organised with the ability to prioritise, work under pressure and deliver to challenging timelines Excellent problem-solving skills including in complex, technical areas working with people who are subject matter experts Experience of change management and stakeholder management including strategies for overcoming resistance Able to communicate sometimes complex topics clearly and concisely to a wide range of stakeholders at different levels in the organisation Experience of working across cultures demonstrating and demonstrates strong cultural awareness Confident to influence and challenge at a variety of levels Curious by nature, with the ability to grasp new concepts quickly and effectively through insightful questioning and research Desirable: Experience of managing high volume Transactional management across EMEA. Formal leadership / management qualification Change management qualification or equivalent Demonstrates and understand of principles of E2E process management Languages HR legislations Knowledge of performance management systems / reports. Continual Improvement certificate 'Yellow / Green / Black Belt'. Strong understanding of finance in relation to project budgeting, benefit management KPIs and reporting About RS Group: RS Group is a global omni-channel solutions partner for industrial customers and suppliers. Our business has operations in three geographical regions - the Americas, EMEA and APAC, supported by global organisations for supply chain, corporate functions, marketing, and product & supplier management. Our market today is large, fragmented, local in nature and digitally immature. Only a few international distributors serve it, with many regional and local providers, who largely trade offline. Currently we estimate the global market value to be c.£400bn, with our global market share Footnote: RS Group Brands: RS, Allied Electronics & Automation, RS PRO, OKdo, DesignSpark, IESA, Synovos, Needlers and Liscombe. Are you ready to explore the possibilities?
Sep 24, 2022
Full time
GSBS Head of Order Processing Location: Remote/Work from Home About GSBS: The purpose of Global Shared Business Services is to support the transformational growth of the business by delivering simple, scalable solutions through our GSBS operations across all our regions - a key enabler of 'The RS Way' and beyond. A suite of initiatives has been identified that supports the expansion of the services provided by the GSBS regional operations as well as transforming the way that those services are provided. About the role: This is a leadership role within GSBS Operations and will be responsible for the delivery of GSBS Order processing services across the EMEA region. The role is accountable for establishing and maintaining service level agreements with our customers, and then managing a multi-location team of processing agents who process all core email and fax ordering processes for all EMEA orders. Team success is measured on number of activities processed within these service level agreements, with a target of zero carryovers at the end of every day for each market served, across each process owned. The role is responsible for leading, building and maintaining a high performing Order Processing team to deliver exceptional service to our customers. It would be expected that the role holder would lead delivery of multiple initiatives, be responsible for continual service and process improvement, through process standardisation, optimisation, and automation Key Responsibilities: This role will have direct reporting lines to several Team Managers, who in turn manage the Processing Agents. Team size can flex depending upon customer demand. Team members are in the UK and Poland. There is also accountability for the performance of agents processing EMEA orders from China. Effective leadership of teams is critical to the success of this role Primary objective is to provide visible leadership, build and maintain a high performing team to deliver exceptional service to our EMEA customers. This includes the achievement of market / department / team / individual targets against SLAs Be accountable for processes compliance and improvement Responsible for the development of team knowledge on processes to ensure the team deliver excellent customer service. Identify and utilise strengths within the teams to support career progression and build meaningful development plans. Develop the skills and potential of your Team Managers/Team Leaders, inspiring the delivery of engaging training, good quality feedback and career progression. Proactive in working with teams to identify and manage risks - role holder should be risk aware not risk adverse Work with colleagues in all markets / regions to understand as-is processes and work to optimise / standardise / automate for delivery of best solution Identify and manage all global stakeholders to ensure buy-in and support for project overcoming resistance Ensure effective handover of new capabilities to business owners, including process documentation, training material and measurement systems. Govern to GSBS project delivery standards that are in place Adhere to legal and regulatory requirements relevant to the initiative Part of the GSBS Operations Leadership team and an ambassador of driving forward the GSBS movement Candidate Requirement: Essential: Ability to lead, inspire and hold teams to account whilst also facilitating collaboration Minimum 2 years in a customer focused environment Development of people Business wide experience Driving a network of teams' concept across GSBS entities Team player Highly organised with the ability to prioritise, work under pressure and deliver to challenging timelines Excellent problem-solving skills including in complex, technical areas working with people who are subject matter experts Experience of change management and stakeholder management including strategies for overcoming resistance Able to communicate sometimes complex topics clearly and concisely to a wide range of stakeholders at different levels in the organisation Experience of working across cultures demonstrating and demonstrates strong cultural awareness Confident to influence and challenge at a variety of levels Curious by nature, with the ability to grasp new concepts quickly and effectively through insightful questioning and research Desirable: Experience of managing high volume Transactional management across EMEA. Formal leadership / management qualification Change management qualification or equivalent Demonstrates and understand of principles of E2E process management Languages HR legislations Knowledge of performance management systems / reports. Continual Improvement certificate 'Yellow / Green / Black Belt'. Strong understanding of finance in relation to project budgeting, benefit management KPIs and reporting About RS Group: RS Group is a global omni-channel solutions partner for industrial customers and suppliers. Our business has operations in three geographical regions - the Americas, EMEA and APAC, supported by global organisations for supply chain, corporate functions, marketing, and product & supplier management. Our market today is large, fragmented, local in nature and digitally immature. Only a few international distributors serve it, with many regional and local providers, who largely trade offline. Currently we estimate the global market value to be c.£400bn, with our global market share Footnote: RS Group Brands: RS, Allied Electronics & Automation, RS PRO, OKdo, DesignSpark, IESA, Synovos, Needlers and Liscombe. Are you ready to explore the possibilities?
Customer Support Advisor Competitive salary: £21,500 per year, plus OTE bonus of £4,800 per annum Contract: Permanent, full time with flexible shift patterns Location: Hybrid & Remote working options available Early applications encouraged with a starting date of 17th October 2022. Who we are We are Domestic & General. We're a proud partner to leading manufacturer and retail brands worldwide, taking the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, we're recruiting Customer Service Advisors in a role that offers great work life balance plus a flexible and engaging onboarding experience. The role you'll do As a Customer Support Advisor in our busy inbound Customer Support & Sales department, you'll see that customers get a great experience, with problems resolved first time. Using your expert sales skills to give added peace of mind, you will up-sell other products to our customers that best suit their needs. Underpinned by delivering excellent service during conversations, you will truly ensure our customers worlds are kept running. Day-to-day, you'll: Use your expert knowledge and brilliant communication skills to share new products that they might like. Aim to deal with customers' queries or issues then and there. Build rapport with customers, get to know their individual needs and put their interests first. What else to expect: In a 3-week training programme you'll learn our systems, meet your new colleagues, perfect your sales technique and learn what makes a great customer experience. You'll work on a shift pattern from Monday to Sunday, 8am to 8pm. We'll provide all the equipment you need, but you must have broadband access. The experience and skills you need A solid background in targeted sales or customer service A driven mindset with strong sales skills and a love for hitting targets Proven experience of working autonomously or in a home-based position Great communication skills - you're at ease building rapport, listening to customers and demonstrating empathy when needed A team player committed to creating an excellent customer experience Unflappable and resilient attitude to juggle tasks and bounce back quickly Our Benefits Comprehensive training with clearly defined career progression opportunities Regular incentives with amazing prizes to be won Annual leave - 33 days annual leave (including bank holidays) with an annual option to buy up to 5 additional days of annual leave Health cash plan - employer funded cover to enable you to claim money back on essential healthcare costs, including dental, optical, physiotherapy and many more. Cover also includes unlimited access to a 24/7 virtual GP service Pension scheme - matched employer contributions up to 5% of basic salary Life assurance - employer funded cover of 4x basic salary Dedicated online benefit portal offering access to saving and lending facilities, financial wellbeing and support services: Salary Finance - access to savings and borrowing through payroll Car Leasing - access to a carbon neutral salary sacrifice car leasing scheme, with an all-inclusive monthly cost covering all charge, taxes, insurance, repairs and maintenance on a range of brand new vehicles Travel Loans - interest free loans to help spread the cost of annual travel tickets Cycle to Work - tax efficient bike and cycling equipment worth up to £1,000 Health & Wellbeing - discounted gym membership, online virtual workout sessions, online culinary classes OnHand - Giving you the opportunity to be an Eco & Social volunteer via a handy app. Volunteer individually or in groups to get involved in Youth Mentoring, Food Poverty, Homelessness & Elderly help. Employee Assistance Programme - specialist advice and support on issues such as finance, relationships, illness and family issues Free Domestic & General protection plan - one free plan each year with access to discounted rates of up to 50% on additional plans, including referrals for family and friends Employee discounts - access to discounted Sky TV and mobile packages, together with a range of discounts for 100s of online and high street retailers Domestic & General is an equal opportunities employer, which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please note that we have a thorough referencing process, which includes credit and criminal record checks. Domestic & General work in trusted partnership and are supported by Brook Street (UK) Limited with the recruitment process for our contact centre agents. Information collected from you in relation to your application will be accessed by Brook Street under a strict duty of confidentiality and Brook Street will be in direct contact with you in relation to any application made.
Sep 23, 2022
Full time
Customer Support Advisor Competitive salary: £21,500 per year, plus OTE bonus of £4,800 per annum Contract: Permanent, full time with flexible shift patterns Location: Hybrid & Remote working options available Early applications encouraged with a starting date of 17th October 2022. Who we are We are Domestic & General. We're a proud partner to leading manufacturer and retail brands worldwide, taking the worry out of appliance breakdowns for almost 9 million customers in the UK. Right now, we're recruiting Customer Service Advisors in a role that offers great work life balance plus a flexible and engaging onboarding experience. The role you'll do As a Customer Support Advisor in our busy inbound Customer Support & Sales department, you'll see that customers get a great experience, with problems resolved first time. Using your expert sales skills to give added peace of mind, you will up-sell other products to our customers that best suit their needs. Underpinned by delivering excellent service during conversations, you will truly ensure our customers worlds are kept running. Day-to-day, you'll: Use your expert knowledge and brilliant communication skills to share new products that they might like. Aim to deal with customers' queries or issues then and there. Build rapport with customers, get to know their individual needs and put their interests first. What else to expect: In a 3-week training programme you'll learn our systems, meet your new colleagues, perfect your sales technique and learn what makes a great customer experience. You'll work on a shift pattern from Monday to Sunday, 8am to 8pm. We'll provide all the equipment you need, but you must have broadband access. The experience and skills you need A solid background in targeted sales or customer service A driven mindset with strong sales skills and a love for hitting targets Proven experience of working autonomously or in a home-based position Great communication skills - you're at ease building rapport, listening to customers and demonstrating empathy when needed A team player committed to creating an excellent customer experience Unflappable and resilient attitude to juggle tasks and bounce back quickly Our Benefits Comprehensive training with clearly defined career progression opportunities Regular incentives with amazing prizes to be won Annual leave - 33 days annual leave (including bank holidays) with an annual option to buy up to 5 additional days of annual leave Health cash plan - employer funded cover to enable you to claim money back on essential healthcare costs, including dental, optical, physiotherapy and many more. Cover also includes unlimited access to a 24/7 virtual GP service Pension scheme - matched employer contributions up to 5% of basic salary Life assurance - employer funded cover of 4x basic salary Dedicated online benefit portal offering access to saving and lending facilities, financial wellbeing and support services: Salary Finance - access to savings and borrowing through payroll Car Leasing - access to a carbon neutral salary sacrifice car leasing scheme, with an all-inclusive monthly cost covering all charge, taxes, insurance, repairs and maintenance on a range of brand new vehicles Travel Loans - interest free loans to help spread the cost of annual travel tickets Cycle to Work - tax efficient bike and cycling equipment worth up to £1,000 Health & Wellbeing - discounted gym membership, online virtual workout sessions, online culinary classes OnHand - Giving you the opportunity to be an Eco & Social volunteer via a handy app. Volunteer individually or in groups to get involved in Youth Mentoring, Food Poverty, Homelessness & Elderly help. Employee Assistance Programme - specialist advice and support on issues such as finance, relationships, illness and family issues Free Domestic & General protection plan - one free plan each year with access to discounted rates of up to 50% on additional plans, including referrals for family and friends Employee discounts - access to discounted Sky TV and mobile packages, together with a range of discounts for 100s of online and high street retailers Domestic & General is an equal opportunities employer, which means we treat people fairly. We welcome applications from all suitably skilled persons regardless of their gender, age, race, disability, ethnic background, religion/belief, sexual orientation, gender reassignment or marital/family status. Please note that we have a thorough referencing process, which includes credit and criminal record checks. Domestic & General work in trusted partnership and are supported by Brook Street (UK) Limited with the recruitment process for our contact centre agents. Information collected from you in relation to your application will be accessed by Brook Street under a strict duty of confidentiality and Brook Street will be in direct contact with you in relation to any application made.
Business Development Executive - Real Estate London based Base Salary between £50k and £65k PLUS generous Bonus - all depending on experience. We are recruiting for an experienced Real Estate and Construction Client Executive / Account Executive to assist this fast growing insurance broker in their strategic development. As well as being provided with robust leads, the individual must have proven experience of developing Real Estate insurance Clients through a network of contacts in London and the SouthEast. This will be through Managing Agents, Property Developers, significant Property Owners or other means. This could be Commercial or Residential developments. This is not a role to take on an existing book of clients, you must be in a position to build your own portfolio, and you will be fully supported and backed to do so. You will be working for a business that is owned by a significant financial arm that has sourced £'000's of millions of development finance. Therefore, warm leads are available, but this needs to be backed up by access to your own portfolio or network of prospects, and subsequently known clients to build your book.
Dec 04, 2021
Full time
Business Development Executive - Real Estate London based Base Salary between £50k and £65k PLUS generous Bonus - all depending on experience. We are recruiting for an experienced Real Estate and Construction Client Executive / Account Executive to assist this fast growing insurance broker in their strategic development. As well as being provided with robust leads, the individual must have proven experience of developing Real Estate insurance Clients through a network of contacts in London and the SouthEast. This will be through Managing Agents, Property Developers, significant Property Owners or other means. This could be Commercial or Residential developments. This is not a role to take on an existing book of clients, you must be in a position to build your own portfolio, and you will be fully supported and backed to do so. You will be working for a business that is owned by a significant financial arm that has sourced £'000's of millions of development finance. Therefore, warm leads are available, but this needs to be backed up by access to your own portfolio or network of prospects, and subsequently known clients to build your book.
Job Introduction ** Remote/home working allowed ** With visits to the Folkestone office required so the role would suit those that are Kent and East Sussex based as you will need to be within a reasonable commuting distance, ideally 1hr from Folkestone. At Saga, we believe in exceptional experiences every day whilst being a driver for positive change in our markets and communities. Our values are precision pace, empathy, curiosity, and collaboration. If this resonates with you then it's time to do the best work of your life! You may not have considered a career with Saga before. But, with new improved salaries, a brilliant pay progression scheme and some excellent benefits on offer, now's a wonderful time to join us. The role is telephone-based via the internet and involves speaking to our loyal customers on a daily basis about their insurance claims. In this role, you will have the opportunity to positively impact customer's lives and make a real difference. This is a permanent, full-time position and as investors in people, we are looking for those that are genuinely interested in starting a long-term career with Saga. Many of our senior leaders started in this position and our current agents describe the role as one with good career and personal development potential. Our Claims contact centre opening hours are 8am - 6pm Monday to Friday, 9am - 5pm Saturday and shifts will be 37.5hrs per week within these hours. If this sounds like you and you share our values, then come and start your career at Saga! The start date for this role will be 17th January 2022, you will need to be available for this date to be successful. There is more to read below. If you want a quick overview of the role and how our colleagues work with empathy and collaboration then click on the video below as Sophie Chapman from the team tells you all about First Notification of Loss. Main Responsibilities To provide our customers with exemplary service by dealing with all calls efficiently, accurately, and promptly To contribute proportionately to the Team's achievements of all KPIs, as set by the Team Manager To meet and exceed the quality standards set by Saga in handling calls and ensure that all promises to our customers are fulfilled To give flexibility in working arrangements to ensure customer demands are satisfied To use questioning and listening skills to fulfil customer requirements and needs To develop and keep a thorough understanding of all products and processes To be able to deal with demanding situations in an empathetic and professional manner To keep client confidentiality always To be able to investigate and resolve any customer complaints delivering first-class customer service The Ideal Candidate We are looking for new colleagues who share our values and have the right skills in the following areas: Precision pace whilst working in a busy, fast-paced customer service environment Empathy and taking ownership of the customer's journey, going above and beyond for each customer, and overcoming and finding solutions to their queries and complaints should they arise Curiosity and ability to use their experience and knowledge for influencing and negotiating Collaboration to succeed in working to demanding targets, KPIs and deadlines whilst remaining self-motivated and driven Digital skills and able to articulate strengths in using typical technologies for work such as laptops and Microsoft Office. Our values are: Precision Pace - Always owning and making things happen Empathy - Always aware of others Curiosity - Always asking why Collaboration - Always one team, the Saga team! About The Company Having spent our first 30 years focused on travel, Saga launched Saga Magazine and developed home and motor insurance and financial services in the 1980s. Private medical and pet insurance followed in the 1990s, along with the launch of our own cruise ship operation. The strength of the Saga brand provides the Group with the ability to develop in-house or partner with suppliers to offer our customers and members highly differentiated, competitively priced products which meet their evolving needs. Saga exists to help our customers and members lead the life they want to lead. To succeed in this, we know that the most important thing to do is to listen to our customers and members. At the heart of our business model is our drive to know more about our customers' wants and needs so we are best placed to serve them. Applying this approach over the past 70 years has enabled us to become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic and is recognised for its high-quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance, the Saga Magazine and our membership programme, Possibilities. When you join Saga you will see that we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better. Creating a culture in which everyone feels welcome and offering equal opportunities in all aspects of employment and advancement is incredibly important to us. Fair consideration is given to applications from all applicants, including those with disabilities and those over who are over 50 as we are champions of age inclusivity. We are an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. We are a member of the 30% Club and partner with Women Ahead which offers us a fantastic opportunity to take part in a leading, global, cross-company, leadership mentoring scheme to champion female talent. We are a signatory of the Armed Services Covenant and have received a Silver Award from the Employer Recognition Scheme. To all recruitment agencies: Saga does not accept agency CVs unless specifically engaged on the role by the Saga Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga is not responsible for any fees related to unsolicited CVs. #L1-Remote Package Description The fun facts - our colleagues play the most important part in creating exceptional experiences for our customers every day. It is their empathy, collaboration, and drive to succeed for our customers that make them the best at what they do. We offer them a competitive salary and benefits, including: Starting salary of £19,821 Rapid promotion potential with pay increases in basic salary and monthly commission The ability to work from anywhere in Kent and East Sussex with our work-from-home tech capabilities Dress for your day dress code policy - basically casual dress! An enhanced holiday allowance - 33 days holiday including all bank holidays and the opportunity to purchase an additional 5 days holiday each year Paid volunteer days Free private medical insurance after 1 years' service Workplace Pension A range of wellbeing initiatives and support including Unmind and AXA Be Supported Discounts on Saga holidays and insurance products which extend to your family A range of reductions and offers from leading retailers, travel groups and entertainment companies Team centred comprehensive training with opportunities to gain new skills and experience
Dec 01, 2021
Full time
Job Introduction ** Remote/home working allowed ** With visits to the Folkestone office required so the role would suit those that are Kent and East Sussex based as you will need to be within a reasonable commuting distance, ideally 1hr from Folkestone. At Saga, we believe in exceptional experiences every day whilst being a driver for positive change in our markets and communities. Our values are precision pace, empathy, curiosity, and collaboration. If this resonates with you then it's time to do the best work of your life! You may not have considered a career with Saga before. But, with new improved salaries, a brilliant pay progression scheme and some excellent benefits on offer, now's a wonderful time to join us. The role is telephone-based via the internet and involves speaking to our loyal customers on a daily basis about their insurance claims. In this role, you will have the opportunity to positively impact customer's lives and make a real difference. This is a permanent, full-time position and as investors in people, we are looking for those that are genuinely interested in starting a long-term career with Saga. Many of our senior leaders started in this position and our current agents describe the role as one with good career and personal development potential. Our Claims contact centre opening hours are 8am - 6pm Monday to Friday, 9am - 5pm Saturday and shifts will be 37.5hrs per week within these hours. If this sounds like you and you share our values, then come and start your career at Saga! The start date for this role will be 17th January 2022, you will need to be available for this date to be successful. There is more to read below. If you want a quick overview of the role and how our colleagues work with empathy and collaboration then click on the video below as Sophie Chapman from the team tells you all about First Notification of Loss. Main Responsibilities To provide our customers with exemplary service by dealing with all calls efficiently, accurately, and promptly To contribute proportionately to the Team's achievements of all KPIs, as set by the Team Manager To meet and exceed the quality standards set by Saga in handling calls and ensure that all promises to our customers are fulfilled To give flexibility in working arrangements to ensure customer demands are satisfied To use questioning and listening skills to fulfil customer requirements and needs To develop and keep a thorough understanding of all products and processes To be able to deal with demanding situations in an empathetic and professional manner To keep client confidentiality always To be able to investigate and resolve any customer complaints delivering first-class customer service The Ideal Candidate We are looking for new colleagues who share our values and have the right skills in the following areas: Precision pace whilst working in a busy, fast-paced customer service environment Empathy and taking ownership of the customer's journey, going above and beyond for each customer, and overcoming and finding solutions to their queries and complaints should they arise Curiosity and ability to use their experience and knowledge for influencing and negotiating Collaboration to succeed in working to demanding targets, KPIs and deadlines whilst remaining self-motivated and driven Digital skills and able to articulate strengths in using typical technologies for work such as laptops and Microsoft Office. Our values are: Precision Pace - Always owning and making things happen Empathy - Always aware of others Curiosity - Always asking why Collaboration - Always one team, the Saga team! About The Company Having spent our first 30 years focused on travel, Saga launched Saga Magazine and developed home and motor insurance and financial services in the 1980s. Private medical and pet insurance followed in the 1990s, along with the launch of our own cruise ship operation. The strength of the Saga brand provides the Group with the ability to develop in-house or partner with suppliers to offer our customers and members highly differentiated, competitively priced products which meet their evolving needs. Saga exists to help our customers and members lead the life they want to lead. To succeed in this, we know that the most important thing to do is to listen to our customers and members. At the heart of our business model is our drive to know more about our customers' wants and needs so we are best placed to serve them. Applying this approach over the past 70 years has enabled us to become the UK's specialist provider of products and services to people aged over 50 in the UK. The Saga brand has become one of the most recognised and trusted brands amongst UK consumers in this demographic and is recognised for its high-quality products and exceptional standards of service. These include cruises and holidays, insurance, personal finance, the Saga Magazine and our membership programme, Possibilities. When you join Saga you will see that we are committed to treating all employees fairly and to offering equal opportunities in all aspects of employment and advancement. We value diversity not just because it is the right thing to do, but because diverse teams perform better. Creating a culture in which everyone feels welcome and offering equal opportunities in all aspects of employment and advancement is incredibly important to us. Fair consideration is given to applications from all applicants, including those with disabilities and those over who are over 50 as we are champions of age inclusivity. We are an official Disability Confident Committed employer and ensure that our recruitment process is inclusive and accessible and we will make reasonable adjustments as required. We are a member of the 30% Club and partner with Women Ahead which offers us a fantastic opportunity to take part in a leading, global, cross-company, leadership mentoring scheme to champion female talent. We are a signatory of the Armed Services Covenant and have received a Silver Award from the Employer Recognition Scheme. To all recruitment agencies: Saga does not accept agency CVs unless specifically engaged on the role by the Saga Talent Acquisition Team. Please do not forward CVs to our recruiters, employees or any other company location. Saga is not responsible for any fees related to unsolicited CVs. #L1-Remote Package Description The fun facts - our colleagues play the most important part in creating exceptional experiences for our customers every day. It is their empathy, collaboration, and drive to succeed for our customers that make them the best at what they do. We offer them a competitive salary and benefits, including: Starting salary of £19,821 Rapid promotion potential with pay increases in basic salary and monthly commission The ability to work from anywhere in Kent and East Sussex with our work-from-home tech capabilities Dress for your day dress code policy - basically casual dress! An enhanced holiday allowance - 33 days holiday including all bank holidays and the opportunity to purchase an additional 5 days holiday each year Paid volunteer days Free private medical insurance after 1 years' service Workplace Pension A range of wellbeing initiatives and support including Unmind and AXA Be Supported Discounts on Saga holidays and insurance products which extend to your family A range of reductions and offers from leading retailers, travel groups and entertainment companies Team centred comprehensive training with opportunities to gain new skills and experience
