Senior Independent Financial Adviser Birmingham, UK Salary: Circa 60,000 (Negotiable for the Right Candidate) + Bonus Benefits: 23 days holiday + BH 4xDIS Exam support (by prior agreement) Detailed training and development program Friendly team environment Social events Dynamic workplace with key development and experience Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you! Key Responsibilities: Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning. Assess client needs and develop tailored financial solutions to meet their goals. Build and maintain strong client relationships, ensuring exceptional service delivery. Actively participate in business development activities and contribute to the growth of the firm. What's on Offer: Additional bonus structure based on targets and company performance Clients to inherit upon arrival, providing a strong foundation for immediate success. Leads provided and ongoing marketing support to enhance your client base. Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function. Qualifications and Experience: Minimum Level 4 Diploma in Financial Planning. Extensive experience as a Financial Adviser, preferably in a senior role. Strong knowledge of investment, pensions, protection, and estate planning. Excellent communication and interpersonal skills. What next? If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Apr 19, 2024
Full time
Senior Independent Financial Adviser Birmingham, UK Salary: Circa 60,000 (Negotiable for the Right Candidate) + Bonus Benefits: 23 days holiday + BH 4xDIS Exam support (by prior agreement) Detailed training and development program Friendly team environment Social events Dynamic workplace with key development and experience Hybrid working approach - flexi hours We are seeking a highly experienced and motivated Independent Financial Adviser (IFA) to join a dynamic wealth management business. If you are passionate about providing top-notch financial advice, thrive in a collaborative environment, and are ready to take on a senior role, we want to hear from you! Key Responsibilities: Provide expert financial advice to clients in areas such as investment, pensions, protection, will and estate planning, IHT, and lifestyle planning. Assess client needs and develop tailored financial solutions to meet their goals. Build and maintain strong client relationships, ensuring exceptional service delivery. Actively participate in business development activities and contribute to the growth of the firm. What's on Offer: Additional bonus structure based on targets and company performance Clients to inherit upon arrival, providing a strong foundation for immediate success. Leads provided and ongoing marketing support to enhance your client base. Back-office support with Intelliflo Office software, a full Customer Service team, Paraplanning, and Compliance function. Qualifications and Experience: Minimum Level 4 Diploma in Financial Planning. Extensive experience as a Financial Adviser, preferably in a senior role. Strong knowledge of investment, pensions, protection, and estate planning. Excellent communication and interpersonal skills. What next? If you are an experienced Financial Adviser who values relationship building, strives for excellence in financial advisory services, and seeks to join a team-oriented and forward-thinking firm, we encourage you to apply. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive 200 if we assist them in securing a new career. Synonyms: IFA, Financial Advisor, Financial Planner, Financial Planning, Wealth Manager, Financial Consultant, Independent Financial Advice, Advisory, Pensions, Investments, IHT, CAS, SPS, DipPFS, DipFA, CII, CAS, SPS, LIBF
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Apr 19, 2024
Full time
Position: IFA Administrator Location: Ilkley Salary: £24,000 to £28,000 - 25 days plus 8 bank holidays (this is based on full time hours). Benefits: Workplace pension scheme, 5 x salary Death in Service cover, Free Parking and Exam support to achieve professional qualifications if desired. Our client is an Independent Financial Adviser based in the affluent Ilkley area. They provide both individual and business advice, across a range of products including pension, investment and protection. Our client are currently looking to recruit a pro-active administrator to join their expanding team, who is interested in developing a career in financial services administration. This would suit someone with an eye for detail and good general IT skills, as well as a high level of numeracy and literacy. The role will involve supporting their administration team / manager, undertaking various office tasks. The role will support the other departments within the business and with your assistance will ensure work is delivered on time. The work that you will be learning and completing will include: Prepare client files for appointments and review meetings. Sending out authority forms to providers to obtain policy information. Liaising with providers to obtain plan information. Producing plan information updates Preparing New Business meeting packs, obtaining and prefilling all relevant paperwork. Processing new business and following through to completion. Valuations request Liaising with clients and providers for an array of reasons. To comply at all times with the Compliance and Training and Competence Procedures of the Company. Draft and type letters, reports, data tables and any other material as requested using current processing packages (e.g. MS Word and Excel). Work collaboratively with paraplanners and financial planners to ensure work in progress is completed in a timely fashion and that clients always receive a high standard of advice and care. Input and maintain accurate client records. Action post in and out, sort, prioritise on receipt, scan and refer to appropriate adviser as and when applicable within acceptable time scales. Scan documents and correspondence to back-office systems. Monitor and action post and emails ensuring client letters and emails are issued accurately and promptly. Maintain a diary/reminder system for chasing outstanding information and daily tasks. Maintain professionalism at all times and act accordingly in dealings with colleagues, clients, providers, and visitors. Ad hoc tasks (e.g., client mailings, birthdays cards, designing new documents). Meet and greet clients and make drinks for their meetings. To apply please send your CV to Stuart at Reward Recruitment or contact him directly on
Role description Over the past two years the current Chief Operating Officer has successfully taken the Cathedral through the governance and organisational changes required to conform to the Cathedrals Measure, enabling the Cathedral to become registered with the Charity Commission for England and Wales at the start of this year. After 11 years working in both finance and as COO, the current post holder is now moving on to become the first COO at a local secondary school. The Cathedral Chapter is therefore seeking to appoint a full-time Chief Operating Officer to lead us forward in this new era and contribute across a number of strategic and managerial aspects of Cathedral life. Our new COO will drive and manage the delivery of the Cathedral's strategy and will work with the Chapter to ensure that the Cathedral is effectively and efficiently run. They will have a key role in the delivery of the Cathedral's recently updated vision and mission priorities. The successful candidate will report to the Dean, have oversight of all operations within the Cathedral, provide support to the Chapter in its strategic planning, and be responsible for finance, governance, administration, property and for staff who are employed to support the Cathedral's work. They will need to have experience of being responsible for a broad range of operational functions, an understanding of working within a complex governance and charitable structure, be able to inspire our staff team and have the desire and motivation to nurture and encourage a strong sense of community. For the right candidate this offers an exciting and inspirational opportunity. Main purpose of role The Chief Operating Officer (COO) is the most senior lay officer and their relationship with the Dean is key. The COO role acts as a link between the lay and the clergy staff members, between the business of making a Cathedral run and the Cathedral as a place of worship. The COO supports the Dean, working in partnership with the Chapter and has overall responsibility for the effective and efficient business administration and operations of the Cathedral. The COO contributes to the formulation and implementation of the Cathedral's strategy through participation at Chapter and with the Senior Management Team. As Clerk to the Chapter, he/she is the adviser on issues of governance and good practice and ensures compliance with all policies and procedures and relevant statutory legislation. As well as being the clerk to the Chapter, the COO attends the following Chapter committees: Finance, Audit and Risk and Nominations. The COO also attends the Fabric Advisory Committee, the College of Canons, the Alban Foundation, and the Music Trust and Education Trust meetings. Our next COO will inspire and grow the staff team to enable them to fulfil their potential and play their part to help the Cathedral meet our agreed vision and strategy. The COO reports to the Dean. The COO's direct reports comprise: Head of Finance, the Head of Development and Fundraising, the Head of Marketing and Visitor Experience, the Director of Property and Fabric, and the Head of HR & Office Support. The COO chairs the Senior Management Team. A planned restructure of the finance team has recently been completed following registration with the Charity Commission for England and Wales on 1 March 2024. Therefore, the Cathedral will very shortly be recruiting for a Chief Finance Officer (CFO) who will report directly to the COO. It is hoped the successful COO candidate will have an opportunity to be involved in the recruitment for the CFO post. Until the CFO is appointed, the existing finance structure of Head of Finance and Finance Assistant will remain in place. Once implemented, the new finance team structure will comprise a part time CFO and highly experienced full time Finance Manager. The COO oversees the care and conservation of the fabric of the Cathedral church and its estate, taking into account the expert views of the Cathedral's Fabric Advisory Committee and other independent regulatory bodies. The COO manages the Cathedral's relationship with the Cathedral Architect and Cathedral Archaeologist. The COO has oversight and leadership in the generation of additional income from commercial events and activities. The post-holder is a director of Cathedral Enterprises (St Albans) Ltd, a trading company wholly owned by the Cathedral responsible for the retail, catering and venue hire operations. The COO has overall supervisory responsibility for all 50 lay employees, several of whom work part-time, and an annual operating budget of £2-£3 million, plus funded fabric projects amounting to anything between £250,000 to £4million a year. The COO also works closely with the Cathedral Wardens and lead volunteer roles at the Cathedral. The COO is the senior responsible officer for data protection, health and safety and security. They also have strategic oversight of the Cathedral's risk management processes. The COO is supported in the area of Safeguarding by the Cathedral Safeguarding Officer who reports to the Canon for Mission and Pastoral Care and attends the Safeguarding Committee meetings. The deadline for applications: Friday 17 May. Interviews: Monday 3 June. Shortlisted candidates will be asked to complete some online assessments and have a remote feedback session with a Chartered Occupational Psychologist, coordinated by Green Park Recruitment Consultants before interviews on 3 June Shortlisted candidates will also be offered information gathering meetings with the Diocesan Secretary, Chair of the Finance Committee & Head of Finance - meeting the latter 2 in a single meeting.
Apr 19, 2024
Full time
Role description Over the past two years the current Chief Operating Officer has successfully taken the Cathedral through the governance and organisational changes required to conform to the Cathedrals Measure, enabling the Cathedral to become registered with the Charity Commission for England and Wales at the start of this year. After 11 years working in both finance and as COO, the current post holder is now moving on to become the first COO at a local secondary school. The Cathedral Chapter is therefore seeking to appoint a full-time Chief Operating Officer to lead us forward in this new era and contribute across a number of strategic and managerial aspects of Cathedral life. Our new COO will drive and manage the delivery of the Cathedral's strategy and will work with the Chapter to ensure that the Cathedral is effectively and efficiently run. They will have a key role in the delivery of the Cathedral's recently updated vision and mission priorities. The successful candidate will report to the Dean, have oversight of all operations within the Cathedral, provide support to the Chapter in its strategic planning, and be responsible for finance, governance, administration, property and for staff who are employed to support the Cathedral's work. They will need to have experience of being responsible for a broad range of operational functions, an understanding of working within a complex governance and charitable structure, be able to inspire our staff team and have the desire and motivation to nurture and encourage a strong sense of community. For the right candidate this offers an exciting and inspirational opportunity. Main purpose of role The Chief Operating Officer (COO) is the most senior lay officer and their relationship with the Dean is key. The COO role acts as a link between the lay and the clergy staff members, between the business of making a Cathedral run and the Cathedral as a place of worship. The COO supports the Dean, working in partnership with the Chapter and has overall responsibility for the effective and efficient business administration and operations of the Cathedral. The COO contributes to the formulation and implementation of the Cathedral's strategy through participation at Chapter and with the Senior Management Team. As Clerk to the Chapter, he/she is the adviser on issues of governance and good practice and ensures compliance with all policies and procedures and relevant statutory legislation. As well as being the clerk to the Chapter, the COO attends the following Chapter committees: Finance, Audit and Risk and Nominations. The COO also attends the Fabric Advisory Committee, the College of Canons, the Alban Foundation, and the Music Trust and Education Trust meetings. Our next COO will inspire and grow the staff team to enable them to fulfil their potential and play their part to help the Cathedral meet our agreed vision and strategy. The COO reports to the Dean. The COO's direct reports comprise: Head of Finance, the Head of Development and Fundraising, the Head of Marketing and Visitor Experience, the Director of Property and Fabric, and the Head of HR & Office Support. The COO chairs the Senior Management Team. A planned restructure of the finance team has recently been completed following registration with the Charity Commission for England and Wales on 1 March 2024. Therefore, the Cathedral will very shortly be recruiting for a Chief Finance Officer (CFO) who will report directly to the COO. It is hoped the successful COO candidate will have an opportunity to be involved in the recruitment for the CFO post. Until the CFO is appointed, the existing finance structure of Head of Finance and Finance Assistant will remain in place. Once implemented, the new finance team structure will comprise a part time CFO and highly experienced full time Finance Manager. The COO oversees the care and conservation of the fabric of the Cathedral church and its estate, taking into account the expert views of the Cathedral's Fabric Advisory Committee and other independent regulatory bodies. The COO manages the Cathedral's relationship with the Cathedral Architect and Cathedral Archaeologist. The COO has oversight and leadership in the generation of additional income from commercial events and activities. The post-holder is a director of Cathedral Enterprises (St Albans) Ltd, a trading company wholly owned by the Cathedral responsible for the retail, catering and venue hire operations. The COO has overall supervisory responsibility for all 50 lay employees, several of whom work part-time, and an annual operating budget of £2-£3 million, plus funded fabric projects amounting to anything between £250,000 to £4million a year. The COO also works closely with the Cathedral Wardens and lead volunteer roles at the Cathedral. The COO is the senior responsible officer for data protection, health and safety and security. They also have strategic oversight of the Cathedral's risk management processes. The COO is supported in the area of Safeguarding by the Cathedral Safeguarding Officer who reports to the Canon for Mission and Pastoral Care and attends the Safeguarding Committee meetings. The deadline for applications: Friday 17 May. Interviews: Monday 3 June. Shortlisted candidates will be asked to complete some online assessments and have a remote feedback session with a Chartered Occupational Psychologist, coordinated by Green Park Recruitment Consultants before interviews on 3 June Shortlisted candidates will also be offered information gathering meetings with the Diocesan Secretary, Chair of the Finance Committee & Head of Finance - meeting the latter 2 in a single meeting.
Childrens Social Worker FAST- Norwich Job Description Childrens Social Worker Family Assessment and Safeguarding Team- Norwich Full and part time Salary up to £45,442 (pro rata for part time) plus financial rewards of: £2k welcome payment Up to £12,000 for continued service Up to £10K relocation package Who cares that the job of a child protection social worker can be tough? We do . WHO CARES? WE DO. Join us. We're recruiting social workers now at Norfolk County Council. TV AD - YouTube There couldn't be a better time to join Childrens Services at Norfolk County Council. Ofsted inspected our children services in November 2022 and published their report in January 2023. We are rated Good in all areas, following significant improvements, and the report recognised that we have transformed our children's services. Read Ofsted's Inspection of Norfolk Children's Services November 2022 report Key highlights from the latest report: Personal advisers and social workers have caseloads which 'enable them to build enduring and effective relationships with their young people and support them into adulthood'. Working in Norfolk you will be empowered to be tenacious and creative in using a range of tools and theoretical frameworks to help children through significant and traumatic experiences. Relationship-based partnership working is one of our strengths in Norfolk with an innovative system-wide approach to the delivery of services and a diverse range of multi-agency support services focused on building resilience and ensuring that needs are met quickly and at the lowest level. Our executive director of children's services (DCS) Sara Tough is an exemplary leader who champions the needs of children and young people with a strong senior management team who together provide continuity of management and strategic direction. In Norfolk we've invested millions to completely change our operating model and create the professional and emotional support around you that you need to do the job you trained for, to get the best outcomes for children and families, and to achieve a work-life balance that suits you. We're realistic about the challenges, but we're passionate about how we can support you to meet them, so you can enjoy the rewards social work has to offer. Our new operating model supports practitioners, with: Streamlined paperwork - so you can spend less time filling in forms and writing reports Two members of support staff for every social work team to reduce your admin Dedicated court work facilitators to support you Continuous development of the professionals that you as a case-holding social worker can call in to help you, including domestic abuse specialists, homebased support workers, substance misuse workers A Children's Advice and Duty Service (CADS) team to triage cases to the right teams, so you can focus on where you can make the biggest difference We're working towards aligning mental health practitioners more closely to our teams. We have already seen reduced contacts, referrals, and a big reduction in the number of assessments which do not lead to ongoing work. "The breadth and depth of circumstances you experience being a fast social worker means there is scope to either develop a specialism and pursue something you are interested in, or alternatively have a varied caseload. The FAST model means that you are able to work with children from the point of referral onward meaning you have the opportunity to work long term with families and form strong and consistent relationships with the children you work with. There is a good variety of work between assessment, long-term work and court work and as such you have the opportunity to develop your skills in a range of areas." Robyn, FAST Social Worker In addition to being a social worker registered with Social Work England, you will: Previous experience working within a children's social care environment (we have a supported programme if you have had a career break or have worked in a different sector). Completion of your AYSE A proven track record of excellent practice and a passion for improving the lives of children The ability to build effective professional relationships with families and other professionals In return we will offer you: A supportive team who cares about your wellbeing and professional development We offer flexible working arrangements including condensed four-day week working, nine-day fortnights and other options We offer a generous annual leave entitlement - plus the opportunity to purchase up to two weeks of additional annual leave through our salary sacrifice scheme We offer maternity, paternity and adoption pay and time off to support you as your family grows. There is an independently run nursery within the Norfolk County Council grounds which offers priority spaces to our employees We offer support if you care for relatives or friends who are older, disabled or seriously ill We are committed to promoting the health, safety and wellbeing of our social workers. We provide access to services that support your health and wellbeing, such as confidential counselling and advice, fast-track physiotherapy and NHS Health Checks for employees over 40 We have a great offer waiting for you, not to mention a great lifestyle in Norfolk to help you with your work life balance. All our office-based roles are currently working in a hybrid way between home and office as part of our Smarter Working plans and to support the health and safety of all our colleagues. We anticipate that working remotely will be a key feature of this role and your office base will be in Sprowston, Norwich. Our technology platform and equipment are first class, enabling you to connect and collaborate remotely. We ask that you have in place good Broadband connectivity. We are recruiting experienced social workers to our teams countywide. We'd love to tell you more about being a Social Worker in Norfolk! Please call Deborah our Recruitment Business Partner on or email Applications will be reviewed once submitted so please apply NOW! Job Description and Personal Specification Norfolk is a wonderful place to live and work. With our 90 miles of stunning coastline, seaside towns, our famous broads and not forgetting Norwich, a fine city rich with culture, history and diversity, our fabulous county has something to offer everyone, and it is a great place to bring your family! Living and working in Norfolk - Norfolk County Council We are committed to equality and inclusion and welcome applications irrespective of gender identity, disability, marital status, ethnic origin, age, pregnancy status, religion or belief, or sexual orientation. We are proud to have achieved Carer Friendly Employer Status, Disability Confident Leader Status, the Employer Recognition Scheme award for the Armed Forces Covenant and to be one of the authorities piloting the workforce race equality standard (WRES). For qualified and experienced Social Workers (Grade J and above with 2 years' post qualified experience) new to Norfolk County Council in FAST For eligible service in FAST teams as a Level 2 or Senior Social Worker paid £3,000 after year one, £4,000 after year three and £5,000 after year five. (Pro rata basis for part time employees. Payments subject to tax, national insurance and pensionable) Applications will be reviewed as soon as they are submitted so don't delay - apply ASAP! About Us We have miles of beautiful coastline and our unique Broads, thriving market towns and a city with a proud cultural heritage. Our economy is growing and driven by innovation in a number of sectors, including energy and food. We also have ambitious plans for new housing and a building programme for schools across Norfolk. Our county a great place to live, work and visit, and is an excellent environment for businesses to start, grow and innovate. We are the main local authority for Norfolk providing services countywide to more than 850,000 Norfolk residents. We take the lead in critical policy areas, working with 84 elected Members responsible for the strategic local government services in the county. We provide a high quality service through involving people who use our services to shape and comment on them and by promoting efficiency and innovation. We work in partnership with local businesses, voluntary organisations and other local authorities such as District and Parish Councils to provide the people of Norfolk with excellent services.
Apr 19, 2024
Full time
Childrens Social Worker FAST- Norwich Job Description Childrens Social Worker Family Assessment and Safeguarding Team- Norwich Full and part time Salary up to £45,442 (pro rata for part time) plus financial rewards of: £2k welcome payment Up to £12,000 for continued service Up to £10K relocation package Who cares that the job of a child protection social worker can be tough? We do . WHO CARES? WE DO. Join us. We're recruiting social workers now at Norfolk County Council. TV AD - YouTube There couldn't be a better time to join Childrens Services at Norfolk County Council. Ofsted inspected our children services in November 2022 and published their report in January 2023. We are rated Good in all areas, following significant improvements, and the report recognised that we have transformed our children's services. Read Ofsted's Inspection of Norfolk Children's Services November 2022 report Key highlights from the latest report: Personal advisers and social workers have caseloads which 'enable them to build enduring and effective relationships with their young people and support them into adulthood'. Working in Norfolk you will be empowered to be tenacious and creative in using a range of tools and theoretical frameworks to help children through significant and traumatic experiences. Relationship-based partnership working is one of our strengths in Norfolk with an innovative system-wide approach to the delivery of services and a diverse range of multi-agency support services focused on building resilience and ensuring that needs are met quickly and at the lowest level. Our executive director of children's services (DCS) Sara Tough is an exemplary leader who champions the needs of children and young people with a strong senior management team who together provide continuity of management and strategic direction. In Norfolk we've invested millions to completely change our operating model and create the professional and emotional support around you that you need to do the job you trained for, to get the best outcomes for children and families, and to achieve a work-life balance that suits you. We're realistic about the challenges, but we're passionate about how we can support you to meet them, so you can enjoy the rewards social work has to offer. Our new operating model supports practitioners, with: Streamlined paperwork - so you can spend less time filling in forms and writing reports Two members of support staff for every social work team to reduce your admin Dedicated court work facilitators to support you Continuous development of the professionals that you as a case-holding social worker can call in to help you, including domestic abuse specialists, homebased support workers, substance misuse workers A Children's Advice and Duty Service (CADS) team to triage cases to the right teams, so you can focus on where you can make the biggest difference We're working towards aligning mental health practitioners more closely to our teams. We have already seen reduced contacts, referrals, and a big reduction in the number of assessments which do not lead to ongoing work. "The breadth and depth of circumstances you experience being a fast social worker means there is scope to either develop a specialism and pursue something you are interested in, or alternatively have a varied caseload. The FAST model means that you are able to work with children from the point of referral onward meaning you have the opportunity to work long term with families and form strong and consistent relationships with the children you work with. There is a good variety of work between assessment, long-term work and court work and as such you have the opportunity to develop your skills in a range of areas." Robyn, FAST Social Worker In addition to being a social worker registered with Social Work England, you will: Previous experience working within a children's social care environment (we have a supported programme if you have had a career break or have worked in a different sector). Completion of your AYSE A proven track record of excellent practice and a passion for improving the lives of children The ability to build effective professional relationships with families and other professionals In return we will offer you: A supportive team who cares about your wellbeing and professional development We offer flexible working arrangements including condensed four-day week working, nine-day fortnights and other options We offer a generous annual leave entitlement - plus the opportunity to purchase up to two weeks of additional annual leave through our salary sacrifice scheme We offer maternity, paternity and adoption pay and time off to support you as your family grows. There is an independently run nursery within the Norfolk County Council grounds which offers priority spaces to our employees We offer support if you care for relatives or friends who are older, disabled or seriously ill We are committed to promoting the health, safety and wellbeing of our social workers. We provide access to services that support your health and wellbeing, such as confidential counselling and advice, fast-track physiotherapy and NHS Health Checks for employees over 40 We have a great offer waiting for you, not to mention a great lifestyle in Norfolk to help you with your work life balance. All our office-based roles are currently working in a hybrid way between home and office as part of our Smarter Working plans and to support the health and safety of all our colleagues. We anticipate that working remotely will be a key feature of this role and your office base will be in Sprowston, Norwich. Our technology platform and equipment are first class, enabling you to connect and collaborate remotely. We ask that you have in place good Broadband connectivity. We are recruiting experienced social workers to our teams countywide. We'd love to tell you more about being a Social Worker in Norfolk! Please call Deborah our Recruitment Business Partner on or email Applications will be reviewed once submitted so please apply NOW! Job Description and Personal Specification Norfolk is a wonderful place to live and work. With our 90 miles of stunning coastline, seaside towns, our famous broads and not forgetting Norwich, a fine city rich with culture, history and diversity, our fabulous county has something to offer everyone, and it is a great place to bring your family! Living and working in Norfolk - Norfolk County Council We are committed to equality and inclusion and welcome applications irrespective of gender identity, disability, marital status, ethnic origin, age, pregnancy status, religion or belief, or sexual orientation. We are proud to have achieved Carer Friendly Employer Status, Disability Confident Leader Status, the Employer Recognition Scheme award for the Armed Forces Covenant and to be one of the authorities piloting the workforce race equality standard (WRES). For qualified and experienced Social Workers (Grade J and above with 2 years' post qualified experience) new to Norfolk County Council in FAST For eligible service in FAST teams as a Level 2 or Senior Social Worker paid £3,000 after year one, £4,000 after year three and £5,000 after year five. (Pro rata basis for part time employees. Payments subject to tax, national insurance and pensionable) Applications will be reviewed as soon as they are submitted so don't delay - apply ASAP! About Us We have miles of beautiful coastline and our unique Broads, thriving market towns and a city with a proud cultural heritage. Our economy is growing and driven by innovation in a number of sectors, including energy and food. We also have ambitious plans for new housing and a building programme for schools across Norfolk. Our county a great place to live, work and visit, and is an excellent environment for businesses to start, grow and innovate. We are the main local authority for Norfolk providing services countywide to more than 850,000 Norfolk residents. We take the lead in critical policy areas, working with 84 elected Members responsible for the strategic local government services in the county. We provide a high quality service through involving people who use our services to shape and comment on them and by promoting efficiency and innovation. We work in partnership with local businesses, voluntary organisations and other local authorities such as District and Parish Councils to provide the people of Norfolk with excellent services.
Childrens Social Worker-FAST- Great Yarmouth Job Description Childrens Social Worker Family Assessment and Safeguarding Team- Great Yarmouth Full and part time Salary up to £45,442 (pro rata for part time) plus financial rewards of: £2k welcome payment Up to £12,000 for continued service Up to £10K relocation package Who cares that the job of a child protection social worker can be tough? We do . WHO CARES? WE DO. Join us. We're recruiting social workers now at Norfolk County Council. TV AD - YouTube There couldn't be a better time to join Childrens Services at Norfolk County Council. Ofsted inspected our children services in November 2022 and published their report in January 2023. We are rated Good in all areas, following significant improvements, and the report recognised that we have transformed our children's services. Read Ofsted's Inspection of Norfolk Children's Services November 2022 report Key highlights from the latest report: Personal advisers and social workers have caseloads which 'enable them to build enduring and effective relationships with their young people and support them into adulthood'. Working in Norfolk you will be empowered to be tenacious and creative in using a range of tools and theoretical frameworks to help children through significant and traumatic experiences. Relationship-based partnership working is one of our strengths in Norfolk with an innovative system-wide approach to the delivery of services and a diverse range of multi-agency support services focused on building resilience and ensuring that needs are met quickly and at the lowest level. Our executive director of children's services (DCS) Sara Tough is an exemplary leader who champions the needs of children and young people with a strong senior management team who together provide continuity of management and strategic direction. In Norfolk we've invested millions to completely change our operating model and create the professional and emotional support around you that you need to do the job you trained for, to get the best outcomes for children and families, and to achieve a work-life balance that suits you. We're realistic about the challenges, but we're passionate about how we can support you to meet them, so you can enjoy the rewards social work has to offer. Our new operating model supports practitioners, with: Streamlined paperwork - so you can spend less time filling in forms and writing reports Two members of support staff for every social work team to reduce your admin Dedicated court work facilitators to support you Continuous development of the professionals that you as a case-holding social worker can call in to help you, including domestic abuse specialists, homebased support workers, substance misuse workers A Children's Advice and Duty Service (CADS) team to triage cases to the right teams, so you can focus on where you can make the biggest difference We're working towards aligning mental health practitioners more closely to our teams. We have already seen reduced contacts, referrals, and a big reduction in the number of assessments which do not lead to ongoing work. "The breadth and depth of circumstances you experience being a fast social worker means there is scope to either develop a specialism and pursue something you are interested in, or alternatively have a varied caseload. The FAST model means that you are able to work with children from the point of referral onward meaning you have the opportunity to work long term with families and form strong and consistent relationships with the children you work with. There is a good variety of work between assessment, long-term work and court work and as such you have the opportunity to develop your skills in a range of areas." Robyn, FAST Social Worker In addition to being a social worker registered with Social Work England, you will: Previous experience working within a children's social care environment (we have a supported programme if you have had a career break or have worked in a different sector). Completion of your AYSE A proven track record of excellent practice and a passion for improving the lives of children The ability to build effective professional relationships with families and other professionals In return we will offer you: A supportive team who cares about your wellbeing and professional development We offer flexible working arrangements including condensed four-day week working, hybrid working, nine-day fortnights and other options We offer a generous annual leave entitlement - plus the opportunity to purchase up to two weeks of additional annual leave through our salary sacrifice scheme We offer maternity, paternity and adoption pay and time off to support you as your family grows. There is an independently run nursery within the Norfolk County Council grounds which offers priority spaces to our employees We offer support if you care for relatives or friends who are older, disabled or seriously ill We are committed to promoting the health, safety and wellbeing of our social workers. We provide access to services that support your health and wellbeing, such as confidential counselling and advice, fast-track physiotherapy and NHS Health Checks for employees over 40 We have a great offer waiting for you, not to mention a great lifestyle in Norfolk to help you with your work life balance. All our office-based roles are currently working in a hybrid way between home and office as part of our Smarter Working plans and to support the health and safety of all our colleagues. We anticipate that working remotely will be a key feature of this role and your office base will be in Sprowston, Norwich. Our technology platform and equipment are first class, enabling you to connect and collaborate remotely. We ask that you have in place good Broadband connectivity. We are recruiting experienced social workers to our teams countywide. We'd love to tell you more about being a Social Worker in Norfolk! Please call Deborah our Recruitment Business Partner on or email Applications will be reviewed once submitted so please apply NOW! Job Description and Personal Specification Great Yarmouth is a wonderful place to live and work, it is a large seaside market town with beautiful beaches, a lower than average cost of living and lots of things to do with the family. Norfolk 90 miles of stunning coastline, seaside towns, our famous broads and not forgetting Norwich, a fine city rich with culture, history and diversity, our fabulous county has something to offer everyone, and it is a great place to bring your family! Living and working in Norfolk - Norfolk County Council We are committed to equality and inclusion and welcome applications irrespective of gender identity, disability, marital status, ethnic origin, age, pregnancy status, religion or belief, or sexual orientation. We are proud to have achieved Carer Friendly Employer Status, Disability Confident Leader Status, the Employer Recognition Scheme award for the Armed Forces Covenant and to be one of the authorities piloting the workforce race equality standard (WRES). For qualified and experienced Social Workers (Grade J and above with 2 years' post qualified experience) new to Norfolk County Council in FAST For eligible service in FAST teams as a Level 2 or Senior Social Worker paid £3,000 after year one, £4,000 after year three and £5,000 after year five. (Pro rata basis for part time employees. Payments subject to tax, national insurance and pensionable) Applications will be reviewed as soon as they are submitted so don't delay - apply ASAP! About Us We have miles of beautiful coastline and our unique Broads, thriving market towns and a city with a proud cultural heritage. Our economy is growing and driven by innovation in a number of sectors, including energy and food. We also have ambitious plans for new housing and a building programme for schools across Norfolk. Our county a great place to live, work and visit, and is an excellent environment for businesses to start, grow and innovate. We are the main local authority for Norfolk providing services countywide to more than 850,000 Norfolk residents. We take the lead in critical policy areas, working with 84 elected Members responsible for the strategic local government services in the county. We provide a high quality service through involving people who use our services to shape and comment on them and by promoting efficiency and innovation. We work in partnership with local businesses, voluntary organisations and other local authorities such as District and Parish Councils to provide the people of Norfolk with excellent services.
Apr 19, 2024
Full time
Childrens Social Worker-FAST- Great Yarmouth Job Description Childrens Social Worker Family Assessment and Safeguarding Team- Great Yarmouth Full and part time Salary up to £45,442 (pro rata for part time) plus financial rewards of: £2k welcome payment Up to £12,000 for continued service Up to £10K relocation package Who cares that the job of a child protection social worker can be tough? We do . WHO CARES? WE DO. Join us. We're recruiting social workers now at Norfolk County Council. TV AD - YouTube There couldn't be a better time to join Childrens Services at Norfolk County Council. Ofsted inspected our children services in November 2022 and published their report in January 2023. We are rated Good in all areas, following significant improvements, and the report recognised that we have transformed our children's services. Read Ofsted's Inspection of Norfolk Children's Services November 2022 report Key highlights from the latest report: Personal advisers and social workers have caseloads which 'enable them to build enduring and effective relationships with their young people and support them into adulthood'. Working in Norfolk you will be empowered to be tenacious and creative in using a range of tools and theoretical frameworks to help children through significant and traumatic experiences. Relationship-based partnership working is one of our strengths in Norfolk with an innovative system-wide approach to the delivery of services and a diverse range of multi-agency support services focused on building resilience and ensuring that needs are met quickly and at the lowest level. Our executive director of children's services (DCS) Sara Tough is an exemplary leader who champions the needs of children and young people with a strong senior management team who together provide continuity of management and strategic direction. In Norfolk we've invested millions to completely change our operating model and create the professional and emotional support around you that you need to do the job you trained for, to get the best outcomes for children and families, and to achieve a work-life balance that suits you. We're realistic about the challenges, but we're passionate about how we can support you to meet them, so you can enjoy the rewards social work has to offer. Our new operating model supports practitioners, with: Streamlined paperwork - so you can spend less time filling in forms and writing reports Two members of support staff for every social work team to reduce your admin Dedicated court work facilitators to support you Continuous development of the professionals that you as a case-holding social worker can call in to help you, including domestic abuse specialists, homebased support workers, substance misuse workers A Children's Advice and Duty Service (CADS) team to triage cases to the right teams, so you can focus on where you can make the biggest difference We're working towards aligning mental health practitioners more closely to our teams. We have already seen reduced contacts, referrals, and a big reduction in the number of assessments which do not lead to ongoing work. "The breadth and depth of circumstances you experience being a fast social worker means there is scope to either develop a specialism and pursue something you are interested in, or alternatively have a varied caseload. The FAST model means that you are able to work with children from the point of referral onward meaning you have the opportunity to work long term with families and form strong and consistent relationships with the children you work with. There is a good variety of work between assessment, long-term work and court work and as such you have the opportunity to develop your skills in a range of areas." Robyn, FAST Social Worker In addition to being a social worker registered with Social Work England, you will: Previous experience working within a children's social care environment (we have a supported programme if you have had a career break or have worked in a different sector). Completion of your AYSE A proven track record of excellent practice and a passion for improving the lives of children The ability to build effective professional relationships with families and other professionals In return we will offer you: A supportive team who cares about your wellbeing and professional development We offer flexible working arrangements including condensed four-day week working, hybrid working, nine-day fortnights and other options We offer a generous annual leave entitlement - plus the opportunity to purchase up to two weeks of additional annual leave through our salary sacrifice scheme We offer maternity, paternity and adoption pay and time off to support you as your family grows. There is an independently run nursery within the Norfolk County Council grounds which offers priority spaces to our employees We offer support if you care for relatives or friends who are older, disabled or seriously ill We are committed to promoting the health, safety and wellbeing of our social workers. We provide access to services that support your health and wellbeing, such as confidential counselling and advice, fast-track physiotherapy and NHS Health Checks for employees over 40 We have a great offer waiting for you, not to mention a great lifestyle in Norfolk to help you with your work life balance. All our office-based roles are currently working in a hybrid way between home and office as part of our Smarter Working plans and to support the health and safety of all our colleagues. We anticipate that working remotely will be a key feature of this role and your office base will be in Sprowston, Norwich. Our technology platform and equipment are first class, enabling you to connect and collaborate remotely. We ask that you have in place good Broadband connectivity. We are recruiting experienced social workers to our teams countywide. We'd love to tell you more about being a Social Worker in Norfolk! Please call Deborah our Recruitment Business Partner on or email Applications will be reviewed once submitted so please apply NOW! Job Description and Personal Specification Great Yarmouth is a wonderful place to live and work, it is a large seaside market town with beautiful beaches, a lower than average cost of living and lots of things to do with the family. Norfolk 90 miles of stunning coastline, seaside towns, our famous broads and not forgetting Norwich, a fine city rich with culture, history and diversity, our fabulous county has something to offer everyone, and it is a great place to bring your family! Living and working in Norfolk - Norfolk County Council We are committed to equality and inclusion and welcome applications irrespective of gender identity, disability, marital status, ethnic origin, age, pregnancy status, religion or belief, or sexual orientation. We are proud to have achieved Carer Friendly Employer Status, Disability Confident Leader Status, the Employer Recognition Scheme award for the Armed Forces Covenant and to be one of the authorities piloting the workforce race equality standard (WRES). For qualified and experienced Social Workers (Grade J and above with 2 years' post qualified experience) new to Norfolk County Council in FAST For eligible service in FAST teams as a Level 2 or Senior Social Worker paid £3,000 after year one, £4,000 after year three and £5,000 after year five. (Pro rata basis for part time employees. Payments subject to tax, national insurance and pensionable) Applications will be reviewed as soon as they are submitted so don't delay - apply ASAP! About Us We have miles of beautiful coastline and our unique Broads, thriving market towns and a city with a proud cultural heritage. Our economy is growing and driven by innovation in a number of sectors, including energy and food. We also have ambitious plans for new housing and a building programme for schools across Norfolk. Our county a great place to live, work and visit, and is an excellent environment for businesses to start, grow and innovate. We are the main local authority for Norfolk providing services countywide to more than 850,000 Norfolk residents. We take the lead in critical policy areas, working with 84 elected Members responsible for the strategic local government services in the county. We provide a high quality service through involving people who use our services to shape and comment on them and by promoting efficiency and innovation. We work in partnership with local businesses, voluntary organisations and other local authorities such as District and Parish Councils to provide the people of Norfolk with excellent services.
Role: Secretary/Administration Support Location: Milton Keynes Hours: Monday to Friday 09:00-17:30 Competitive salary An excellent opportunity has now arisen for a Secretary/Administration Support to join our client's successful team in Milton Keynes. About our client: Our client is a leading Chartered Accountants & Tax Advisers in London, Watford and Milton Keynes. With 17 Principals and just under 200 staff they are a significant firm in the region. They advise businesses and individuals in the UK and worldwide and are members of TGS - an international network of professional firms. About the role: Working as part of the 5 strong Secretary/Administration support team you will assist the Milton Keynes team in helping grow the firm. Benefits: Annual Christmas Bonus equivalent to 1 week's salary. Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee:3%) subject to eligibility. Private Medical Insurance following completion of 3 months service. Death in Service scheme cover (4x salary). Group Income Protection Scheme (non-contributory) following completion of 3 months service. Annual Leave will be 25 days per annum (pro rata). 3 days are normally taken at Christmas/New Year What we would like from you: Good IT skills, especially in Microsoft packages. Be thorough, precise, produce accurate work to meet deadlines. Be able to work under pressure in busy times. Have excellent organisational skills and have experience of working in a professional, fast paced, office environment. Have good inter-personal skills, working well with colleagues and clients. Company Secretarial and Personal Tax would be advantageous. Accountancy/legal secretarial background preferred If interested in this role, please apply below. OASPERM Thank you for your interest in this vacancy, which is being advertised by Osborne Appointments, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days. Osborne Appointments is an award-winning recruitment agency specialising in the supply of temporary, contract and permanent placements. In order to keep up to date with all our recruitment activity, please like us on Facebook, follow us on Instagram and sign up for free email job alerts on our website.
Apr 19, 2024
Full time
Role: Secretary/Administration Support Location: Milton Keynes Hours: Monday to Friday 09:00-17:30 Competitive salary An excellent opportunity has now arisen for a Secretary/Administration Support to join our client's successful team in Milton Keynes. About our client: Our client is a leading Chartered Accountants & Tax Advisers in London, Watford and Milton Keynes. With 17 Principals and just under 200 staff they are a significant firm in the region. They advise businesses and individuals in the UK and worldwide and are members of TGS - an international network of professional firms. About the role: Working as part of the 5 strong Secretary/Administration support team you will assist the Milton Keynes team in helping grow the firm. Benefits: Annual Christmas Bonus equivalent to 1 week's salary. Salary Sacrifice Pension Scheme all staff are auto enrolled. (Employer: 5%; Employee:3%) subject to eligibility. Private Medical Insurance following completion of 3 months service. Death in Service scheme cover (4x salary). Group Income Protection Scheme (non-contributory) following completion of 3 months service. Annual Leave will be 25 days per annum (pro rata). 3 days are normally taken at Christmas/New Year What we would like from you: Good IT skills, especially in Microsoft packages. Be thorough, precise, produce accurate work to meet deadlines. Be able to work under pressure in busy times. Have excellent organisational skills and have experience of working in a professional, fast paced, office environment. Have good inter-personal skills, working well with colleagues and clients. Company Secretarial and Personal Tax would be advantageous. Accountancy/legal secretarial background preferred If interested in this role, please apply below. OASPERM Thank you for your interest in this vacancy, which is being advertised by Osborne Appointments, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days. Osborne Appointments is an award-winning recruitment agency specialising in the supply of temporary, contract and permanent placements. In order to keep up to date with all our recruitment activity, please like us on Facebook, follow us on Instagram and sign up for free email job alerts on our website.
Proposition Manager - Mortgages, protection, GI, wealth 3 month initial contract On site twice a month (Hybrid working) £500 - £550/day (Inside IR35) Working with the Partnerships & Propositions team, Partnership Services and wider Teams, the Proposition Delivery Partner's primary role is to deliver the timely and efficient execution of new solutions, support the Business' wider strategic objectives. This includes the development of partially developed concepts through to delivery and undertaking regular review of existing propositions to ensure solutions on offer still meet adviser needs and strategic objectives. Responsibilities: Execute design, build and delivery of solutions to market. To support proposition concept design & build provide evidence-driven insight (market intelligence, internal stakeholder feedback and adviser testing). Co-ordinate propositional activity with Distribution and Marketing Teams to ensure effective deployment of Take-to-Market Strategies for propositions. Drive the delivery of key proposition projects and initiatives in line with the propositional roadmap and company strategic objectives. Ensure market and competitor trends along with adviser feedback is central to proposition definition and development. Work with teams to identify strategic partnerships to support propositional design & delivery. Work with relevant SME's to ensure relevant stakeholder engagement supporting propositional design & build. Candidates will need the following to be considered for the position: Strong financial services industry insight and knowledge, including understanding of some or all sectors (Mortgage, Protection, General Insurance and Wealth) Understanding of competitor proposition landscape Understanding of market trends and dynamics. Background in propositional development Strong prioritisation skills Excellent communication skills, both written and verbal Ability to analyse and interpret reports and complex challenging data Ability to work under pressure and manage multi-tasks/issues simultaneously in a high-pressured environment Strong stakeholder management skills including negotiating and influencing skills at all levels and with third parties Highly commercially minded with a strategic approach Please apply if this is the position for you.
Apr 18, 2024
Contractor
Proposition Manager - Mortgages, protection, GI, wealth 3 month initial contract On site twice a month (Hybrid working) £500 - £550/day (Inside IR35) Working with the Partnerships & Propositions team, Partnership Services and wider Teams, the Proposition Delivery Partner's primary role is to deliver the timely and efficient execution of new solutions, support the Business' wider strategic objectives. This includes the development of partially developed concepts through to delivery and undertaking regular review of existing propositions to ensure solutions on offer still meet adviser needs and strategic objectives. Responsibilities: Execute design, build and delivery of solutions to market. To support proposition concept design & build provide evidence-driven insight (market intelligence, internal stakeholder feedback and adviser testing). Co-ordinate propositional activity with Distribution and Marketing Teams to ensure effective deployment of Take-to-Market Strategies for propositions. Drive the delivery of key proposition projects and initiatives in line with the propositional roadmap and company strategic objectives. Ensure market and competitor trends along with adviser feedback is central to proposition definition and development. Work with teams to identify strategic partnerships to support propositional design & delivery. Work with relevant SME's to ensure relevant stakeholder engagement supporting propositional design & build. Candidates will need the following to be considered for the position: Strong financial services industry insight and knowledge, including understanding of some or all sectors (Mortgage, Protection, General Insurance and Wealth) Understanding of competitor proposition landscape Understanding of market trends and dynamics. Background in propositional development Strong prioritisation skills Excellent communication skills, both written and verbal Ability to analyse and interpret reports and complex challenging data Ability to work under pressure and manage multi-tasks/issues simultaneously in a high-pressured environment Strong stakeholder management skills including negotiating and influencing skills at all levels and with third parties Highly commercially minded with a strategic approach Please apply if this is the position for you.
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
Apr 18, 2024
Full time
Seeking a part time Administrator, flexibility with hours. Delighted to be partnering with an independent financial advisor's firm based in the heart of Cheltenham, with off road parking available. The ideal candidate will come with strong time management skills, and ideally some experience of working in an administrative role previously. My client is flexible with regards to hours, but ideally is looking for the right candidate to work between 20 - 24 hours. More about the role: Administration support for existing and new clients. Working closely with the financial advisers to ensure client records are updated and maintained. Liasing with product providers to obtain client information and dealing with client queries. Key Responsibilities: Liasing with product providers to obtain and update client information. Updating and maintaining client records Preparation of Client reports and valuations Handling the administration of client pension, investment, and protection products Other ad-hoc administrative duties as and when required. More about you: Good organisational skills are essential. Strong accuracy skills with a keen eye for detail Working knowledge of Word and Excel Being able to work both independently and as part of a team. Good telephone manner Some benefits to mention: 25 days pro-rata annual leave plus bank holiday uplift 5% Company Pension Contribution Simply Health Medical Cash Plan Flexible days and hours can be accommodated for the right candidate. Friendly working environment Off road car parking
Location: London, Potters Bar, Bristol or Isle of Man (Hybrid working options available) The Senior Campaign Executive may lead the delivery of small to medium campaigns or assist with large and complex campaigns running across multiple channels to time, budget and quality. Responsible for all campaign stages from brief and ideation to execution and delivery, campaigns will be highly relevant and targeted to clearly communicate the benefits of our products and services, differentiating Canada Life from the competition. Responsible for production of on and offline campaigns to support marketing plans, including customer literature, sales aids, online content, webinars, advertising and social media. This role will specialise in one of the following audiences: Insurance - Corporate Wealth - Strategic Partners Insurance/Wealth - Individual Key Accountabilities Create, schedule, deploy and promote high quality product literature, sales material, web content, content for webinars, events, social media, and other purposes, drawing on internal and external creative and technical resources where appropriate Develop medium to large advertising and marketing campaigns from brief through to delivery, on and offline, across multiple channels (eg media advertising, email, direct mail, social media, paid search) to time, quality and budget Lead the end to end delivery of small and medium campaign activity. Ensure that all marketing collateral and literature developed on and offline is approved by relevant stakeholders, adheres to brand guidelines. Ensure all newly developed documents are correctly tagged and the website shows the correct documents. Work closely with stakeholders as required (such as wider Marketing team, Sales, Proposition and Compliance) and external partners where applicable eg. PR agency Undertake reviews of marketing activity using analysis and MI reporting, including Google Analytics, email MI and other ad hoc reporting to establish campaign effectiveness, key learnings and pursue a culture of continual improvement. Accountabilities This is a creative role but one where co-ordinating and organising work working to an agreed plan is critical Day to day activity involves developing and refining marketing activity that achieves defined business objectives or outcomes within an agreed budget and timescale. Tactical decisions will be made independently on a daily basis within agreed campaign parameters, but decisions involving prioritisation, spend or the deployment of resource would be supported by project or people leaders. Supervision would be ad hoc based on individual projects and in weekly update meetings The activity managed by the roleholder will contribute to overall sales success and revenue in the Wealth/Insurance division via lead generation, sales conversion support, web traffic, and brand engagement. The role holder's responsibilities are reasonably varied and require excellent organisational and stakeholder management skills All round ability is required, including creativity, organisation, numerical and analytical skills, and excellent influencing and communication skills A key part of the role holder's role will be encouraging input, comments and sign-off from busy stakeholders around the business, up to senior executive level in some cases. They will need to be persistent and firm to achieve results, whilst maintaining warm, professional relationships Desired Knowledge / Experience / Skills Practical experience in a marketing communications role is necessary, for example: Experience of leading the end to end delivery of marketing campaigns The interpretation of data and marketing analytics tools Basic knowledge of digital marketing methods - including email campaigns, content marketing, social media, and online advertising Experience of working with agencies and other providers of marketing services Hands-on experience of marketing systems such as CMS, google analytics, marketing automation and email software Knowledge of intermediated distribution is desirable. A background in financial services is also desirable, and for the 'Wealth' role, demonstrable experience across adviser platforms, on and offshore bonds, estate planning, and ideally asset / fund management. For the insurance roles, demonstrable experience across Group Protection (employee life insurance schemes), Individual Protection, equity release or annuities.
Apr 18, 2024
Full time
Location: London, Potters Bar, Bristol or Isle of Man (Hybrid working options available) The Senior Campaign Executive may lead the delivery of small to medium campaigns or assist with large and complex campaigns running across multiple channels to time, budget and quality. Responsible for all campaign stages from brief and ideation to execution and delivery, campaigns will be highly relevant and targeted to clearly communicate the benefits of our products and services, differentiating Canada Life from the competition. Responsible for production of on and offline campaigns to support marketing plans, including customer literature, sales aids, online content, webinars, advertising and social media. This role will specialise in one of the following audiences: Insurance - Corporate Wealth - Strategic Partners Insurance/Wealth - Individual Key Accountabilities Create, schedule, deploy and promote high quality product literature, sales material, web content, content for webinars, events, social media, and other purposes, drawing on internal and external creative and technical resources where appropriate Develop medium to large advertising and marketing campaigns from brief through to delivery, on and offline, across multiple channels (eg media advertising, email, direct mail, social media, paid search) to time, quality and budget Lead the end to end delivery of small and medium campaign activity. Ensure that all marketing collateral and literature developed on and offline is approved by relevant stakeholders, adheres to brand guidelines. Ensure all newly developed documents are correctly tagged and the website shows the correct documents. Work closely with stakeholders as required (such as wider Marketing team, Sales, Proposition and Compliance) and external partners where applicable eg. PR agency Undertake reviews of marketing activity using analysis and MI reporting, including Google Analytics, email MI and other ad hoc reporting to establish campaign effectiveness, key learnings and pursue a culture of continual improvement. Accountabilities This is a creative role but one where co-ordinating and organising work working to an agreed plan is critical Day to day activity involves developing and refining marketing activity that achieves defined business objectives or outcomes within an agreed budget and timescale. Tactical decisions will be made independently on a daily basis within agreed campaign parameters, but decisions involving prioritisation, spend or the deployment of resource would be supported by project or people leaders. Supervision would be ad hoc based on individual projects and in weekly update meetings The activity managed by the roleholder will contribute to overall sales success and revenue in the Wealth/Insurance division via lead generation, sales conversion support, web traffic, and brand engagement. The role holder's responsibilities are reasonably varied and require excellent organisational and stakeholder management skills All round ability is required, including creativity, organisation, numerical and analytical skills, and excellent influencing and communication skills A key part of the role holder's role will be encouraging input, comments and sign-off from busy stakeholders around the business, up to senior executive level in some cases. They will need to be persistent and firm to achieve results, whilst maintaining warm, professional relationships Desired Knowledge / Experience / Skills Practical experience in a marketing communications role is necessary, for example: Experience of leading the end to end delivery of marketing campaigns The interpretation of data and marketing analytics tools Basic knowledge of digital marketing methods - including email campaigns, content marketing, social media, and online advertising Experience of working with agencies and other providers of marketing services Hands-on experience of marketing systems such as CMS, google analytics, marketing automation and email software Knowledge of intermediated distribution is desirable. A background in financial services is also desirable, and for the 'Wealth' role, demonstrable experience across adviser platforms, on and offshore bonds, estate planning, and ideally asset / fund management. For the insurance roles, demonstrable experience across Group Protection (employee life insurance schemes), Individual Protection, equity release or annuities.
The Medical Protection Society Limited
Leeds, Yorkshire
Job Introduction The Medical Protection Society (MPS) have a great opportunity for a Paralegal (Legal Assistant) to join our in-house Cases Legal Team for 12 months. In this role, you will be part of our Legal Services team that is at the forefront of protecting the careers, reputation and financial risk of healthcare professionals worldwide - our members. You will support and work alongside our Legal Advisers on their caseload of regulatory, inquest and disciplinary proceedings. This role will expose you to the complex and interesting UK healthcare regulatory arena, representing and advising healthcare professionals. Working together and learning from a multidisciplinary team of highly experienced and supportive professionals, you will have the privilege of aiding our members through sensitive and challenging times in their careers, developing both technical and stakeholder management skills in the process. This is a true paralegal role; you will be expected to develop and use the full array of legal skills and judgement required to succeed as a legal professional. At the same time, you will be supported by a team invested in your development alongside regular mentoring from experienced lawyers. Former Legal Assistants have progressed to become Legal Advisers in the team. We know flexibility is important to people and at MPS we want you to have the best work-life balance possible. This role has a blend of home and office-based working, to suit you and the needs of the business which is typically 1-2 days per week on-site. Role Responsibility Legal Assistants are an integral part of our multidisciplinary team with several key functions, which help to keep cases moving in the right direction. A successful Legal Assistant will feel empowered to take proactive steps in a case and will recognise when to refer an issue for guidance. You will also: Share the responsibility for proactively progressing cases Correspond and communicate with members, counsel, experts, regulators etc. Arrange, attend and take accurate notes of member meetings, case conferences and hearings Draft legal documents, including witness statements, instructions to experts and counsel Actively participate in team projects and with continued professional development The Ideal Candidate Holds or is working towards a legal qualification and / or has relevant legal work experience in healthcare law Is self-motivated Has demonstrable experience in managing complex or conflicting priorities Has excellent verbal/written communication and interpersonal skills We welcome applicants from all backgrounds, and we encourage you to apply even if you feel you do not match 100% of the technical requirements. We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be heard. Package Description 11% pension contribution (3% from you, 8% from us optional additional matched 3% contributions, e.g. 6% from you, 11% from us) 25 days annual leave plus flexible bank holidays (option to buy/sell 5 days) Private Medical Cover Healthcare cash plan 6x salary death in service Paid volunteering day A personal GP service enabling you to get a video consultation with an NHS-registered, private GP Employee Assistance Programme A range of shopping discounts from major high-street retailers About the Company Medical Protection Society (MPS) is the world's leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 Members around the world, in countries as diverse as the United Kingdom, South Africa and Hong Kong. We are a not-for-profit organisation, meaning our Members' premiums are either invested into bettering the organisation, its employees and our products, or kept safe should our Members require support for complaints or claims arising from professional practice. Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place. We also actively campaign for regulatory and legal reforms that benefit Members and the wider healthcare professions. To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully-funded training courses or peer-to-peer support. We want our colleagues to feel empowered enough to deliver positive change, display ambition to push themselves and are determined when faced with a challenge, whilst ensuring our Member's best interests are at the core. NEXT STEPS If you are interested in finding out more, looking for a new role and want to join an organisation that truly values its employees, take a look at the role profile to find out more about the role to apply. Our Talent Acquisition team are always on hand should you have any questions, are having any technical issues or wish to understand how MPS can support you with your application and interview.
Apr 18, 2024
Full time
Job Introduction The Medical Protection Society (MPS) have a great opportunity for a Paralegal (Legal Assistant) to join our in-house Cases Legal Team for 12 months. In this role, you will be part of our Legal Services team that is at the forefront of protecting the careers, reputation and financial risk of healthcare professionals worldwide - our members. You will support and work alongside our Legal Advisers on their caseload of regulatory, inquest and disciplinary proceedings. This role will expose you to the complex and interesting UK healthcare regulatory arena, representing and advising healthcare professionals. Working together and learning from a multidisciplinary team of highly experienced and supportive professionals, you will have the privilege of aiding our members through sensitive and challenging times in their careers, developing both technical and stakeholder management skills in the process. This is a true paralegal role; you will be expected to develop and use the full array of legal skills and judgement required to succeed as a legal professional. At the same time, you will be supported by a team invested in your development alongside regular mentoring from experienced lawyers. Former Legal Assistants have progressed to become Legal Advisers in the team. We know flexibility is important to people and at MPS we want you to have the best work-life balance possible. This role has a blend of home and office-based working, to suit you and the needs of the business which is typically 1-2 days per week on-site. Role Responsibility Legal Assistants are an integral part of our multidisciplinary team with several key functions, which help to keep cases moving in the right direction. A successful Legal Assistant will feel empowered to take proactive steps in a case and will recognise when to refer an issue for guidance. You will also: Share the responsibility for proactively progressing cases Correspond and communicate with members, counsel, experts, regulators etc. Arrange, attend and take accurate notes of member meetings, case conferences and hearings Draft legal documents, including witness statements, instructions to experts and counsel Actively participate in team projects and with continued professional development The Ideal Candidate Holds or is working towards a legal qualification and / or has relevant legal work experience in healthcare law Is self-motivated Has demonstrable experience in managing complex or conflicting priorities Has excellent verbal/written communication and interpersonal skills We welcome applicants from all backgrounds, and we encourage you to apply even if you feel you do not match 100% of the technical requirements. We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be heard. Package Description 11% pension contribution (3% from you, 8% from us optional additional matched 3% contributions, e.g. 6% from you, 11% from us) 25 days annual leave plus flexible bank holidays (option to buy/sell 5 days) Private Medical Cover Healthcare cash plan 6x salary death in service Paid volunteering day A personal GP service enabling you to get a video consultation with an NHS-registered, private GP Employee Assistance Programme A range of shopping discounts from major high-street retailers About the Company Medical Protection Society (MPS) is the world's leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 Members around the world, in countries as diverse as the United Kingdom, South Africa and Hong Kong. We are a not-for-profit organisation, meaning our Members' premiums are either invested into bettering the organisation, its employees and our products, or kept safe should our Members require support for complaints or claims arising from professional practice. Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place. We also actively campaign for regulatory and legal reforms that benefit Members and the wider healthcare professions. To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully-funded training courses or peer-to-peer support. We want our colleagues to feel empowered enough to deliver positive change, display ambition to push themselves and are determined when faced with a challenge, whilst ensuring our Member's best interests are at the core. NEXT STEPS If you are interested in finding out more, looking for a new role and want to join an organisation that truly values its employees, take a look at the role profile to find out more about the role to apply. Our Talent Acquisition team are always on hand should you have any questions, are having any technical issues or wish to understand how MPS can support you with your application and interview.
Director - Financial Sponsors S4 Corporate & Commercial Banking Country: United Kingdom Interested in part-time, job-share or flexible working? We want to talk to you! Join our community. Santander are looking for a Director to join our highly regarded Financial Sponsors team based in our Bristol office. As an integral member of the Financial Sponsors business, you will also be part of the wider Structured Finance Group which sits within Santander Corporate & Commercial Banking ('CCB'). Financial Sponsors focus is primarily debt-led, delivering bespoke funding solutions to Private Equity owned businesses, mainly for complex and event driven opportunities, across both new and existing CCB clients. The difference you'll make: Forming and maintaining relationships with management teams, sponsors, advisers and other KBIs to drive advocacy of San UK in the market and help win new business introductions. Structuring complex funding solutions, including detailed financial modelling, instructing / reviewing due diligence reports, modelling / negotiating financial covenants Displaying expertise technical, legal and credit / debt structuring and risk skills and (where appropriate) being able to apply them across a wide range of sub sectors and borrowers. Understanding of all deal administration processes and the ability to manage these with minimal supervision. Identifying & mitigating risk techniques, working within approved credit processes and appetite frameworks, managing exceptions appropriately. Managing, instructing and negotiating term sheets and facility documentation with an extensive understanding of the key legal processes underpinning transactions. Demonstrating a client-centric approach, working collaboratively with other areas of SAN UK to deliver CCB strategy, and maximise cross-sale opportunities. What you'll bring: Technical ability (credit analysis and financial modelling) to structure financial sponsor or leveraged finance transactions. Proven track record of completing Structured Finance Transactions It would also be nice for you to have: Origination skills, ideally with an existing network and / or the capability to build the network. Stakeholder management with the ability to consistently work to tight deadlines and project manage numerous complex workstreams. Managing, instructing and negotiating legal documentation Accountancy qualifications or similar PQ's would be helpful but are not essential. What else you need to know: We want our people to thrive at work and home, and we recognise that many people benefit from flexible arrangements. To enable us to deliver the best outcomes for our customers and to help each other develop we understand the importance of having the right balance of spending time together in an office while maintaining flexibility. By working this way, we can continue to create moments that matter for everyone. To support this, we offer site-based contracts with a hybrid working pattern and we're happy to discuss specific requirements throughout the recruitment process. This role is based in Bristol and our current expectation is at least 2 days in an office every week. If you're interested in this role but with part time hours or a job-share we would still love to hear from you and discuss these. Inclusion At Santander we're creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair. How we'll reward you. As well as a competitive salary, you'll enjoy a benefits package that you can tailor to your needs. Eligible for a discretionary performance-related annual bonus We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. 30 days' holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year £6,000 car allowance per year Company funded individual private medical insurance Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover Share in Santander's success by investing inour shareplans Learn more about our benefits and family friendly policies What to do next If this sounds like a role you're interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through telephone, email, or face to face. You can contact us at or call .
Apr 18, 2024
Full time
Director - Financial Sponsors S4 Corporate & Commercial Banking Country: United Kingdom Interested in part-time, job-share or flexible working? We want to talk to you! Join our community. Santander are looking for a Director to join our highly regarded Financial Sponsors team based in our Bristol office. As an integral member of the Financial Sponsors business, you will also be part of the wider Structured Finance Group which sits within Santander Corporate & Commercial Banking ('CCB'). Financial Sponsors focus is primarily debt-led, delivering bespoke funding solutions to Private Equity owned businesses, mainly for complex and event driven opportunities, across both new and existing CCB clients. The difference you'll make: Forming and maintaining relationships with management teams, sponsors, advisers and other KBIs to drive advocacy of San UK in the market and help win new business introductions. Structuring complex funding solutions, including detailed financial modelling, instructing / reviewing due diligence reports, modelling / negotiating financial covenants Displaying expertise technical, legal and credit / debt structuring and risk skills and (where appropriate) being able to apply them across a wide range of sub sectors and borrowers. Understanding of all deal administration processes and the ability to manage these with minimal supervision. Identifying & mitigating risk techniques, working within approved credit processes and appetite frameworks, managing exceptions appropriately. Managing, instructing and negotiating term sheets and facility documentation with an extensive understanding of the key legal processes underpinning transactions. Demonstrating a client-centric approach, working collaboratively with other areas of SAN UK to deliver CCB strategy, and maximise cross-sale opportunities. What you'll bring: Technical ability (credit analysis and financial modelling) to structure financial sponsor or leveraged finance transactions. Proven track record of completing Structured Finance Transactions It would also be nice for you to have: Origination skills, ideally with an existing network and / or the capability to build the network. Stakeholder management with the ability to consistently work to tight deadlines and project manage numerous complex workstreams. Managing, instructing and negotiating legal documentation Accountancy qualifications or similar PQ's would be helpful but are not essential. What else you need to know: We want our people to thrive at work and home, and we recognise that many people benefit from flexible arrangements. To enable us to deliver the best outcomes for our customers and to help each other develop we understand the importance of having the right balance of spending time together in an office while maintaining flexibility. By working this way, we can continue to create moments that matter for everyone. To support this, we offer site-based contracts with a hybrid working pattern and we're happy to discuss specific requirements throughout the recruitment process. This role is based in Bristol and our current expectation is at least 2 days in an office every week. If you're interested in this role but with part time hours or a job-share we would still love to hear from you and discuss these. Inclusion At Santander we're creating a thriving workplace where all colleagues feel they belong and are supported to succeed. We all help to make Santander a workplace that celebrates diversity and attracts, retains and develops the most talented and committed people through living our values of Simple, Personal, and Fair. How we'll reward you. As well as a competitive salary, you'll enjoy a benefits package that you can tailor to your needs. Eligible for a discretionary performance-related annual bonus We put 8% of salary into your pension, even if you don't contribute yourself. We'll pay in up to 12.5% of salary, if you contribute as well, and you can take some of our contribution in cash if you prefer. 30 days' holiday plus bank holidays, which increases to 31 days after 5yrs service, with the option to purchase up to 5 contractual days per year £6,000 car allowance per year Company funded individual private medical insurance Voluntary healthcare benefits at discounted rates such as private medical insurance for your family, dental insurance, healthcare cash plan and health assessments Benefits supporting you and your family, such as death-in-service benefit, income protection, and voluntary life assurance and critical illness cover Share in Santander's success by investing inour shareplans Learn more about our benefits and family friendly policies What to do next If this sounds like a role you're interested in, then please apply. If there's anything we can do in the recruitment process to help you achieve your best, get in touch. Whether it's a copy of our application form in another format or additional assistance, we're available through telephone, email, or face to face. You can contact us at or call .
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. Overall Job Purpose Manage an Internal Audit / Controls team in conjunction with Partners/Directors to ensure timely and accurate delivery of complex technical IA audits / controls projects at clients' sites in accordance with the firm's Standards. We are seeking ACCA , ACA or IIA/CIA qualified internal audit specialists to work across a range of public or corporate sector clients. We would be particularly interested in individuals who have experience of Sarbanes-Oxley work in addition to Internal Audit, but most importantly are looking for ambitious qualified staff keen to progress their careers in a large multi-national accounting and advisory practice. Our continued growth across markets has led to further opportunities coming onto the market. We work across a range of specialist sectors and would in particular welcome candidates with experience in Central Government, Manufacturing, Construction, Real-estate and Healthcare. Job Description Manage an Internal Audit / Controls team in conjunction with Partners/Directors to ensure timely and accurate delivery of complex technical IA audits / controls projects at clients' sites in accordance with the firm's Standards. Lead a profitable IA / controls team to ensure effective delivery of internal audit, SOX / controls and / or third party controls assurance services. Lead and manage agreed client portfolio of internal audit or controls assignments for the service line and regional area. Perform higher level audit / controls assignments. Approve, and if necessary prepare initial draft client audit strategy and annual audit programme / controls project plans and test plans for each client, supported by a fully costed service delivery proposal, for subsequent approval by the Director/Partner. Prepare / approve draft progress papers and reports for client and / or Audit Committee prior to Director/Partner sign off. Represent the Firm in audit / control matters as required, including attendance at client meetings and Audit Committees, and other forums as deemed appropriate. Participate in and lead on business development activities in support of the growth of the firm and the internal audit / controls service within the region and nationally Assist as part of a team that prepares tenders and presents these to win work. Assist in the building of the discipline and ensuring the team delivers exceptional client service. Control and manage the delivery of the client programme, to ensure that the work is completed to time and budget, providing solutions on any issues as appropriate to the Director/Partner. Ensure the effective planning and utilisation of team members in line with the approved budget - including mapping complex scheduling to optimise profitability Monitor the effectiveness and quality of audit work through undertaking effective senior manager review of the work. Engage with the client billing in accordance with the Firm's billing timescales, providing solutions to all potential adverse issues that may impact on the achievement of the agreed client billing and recovery targets. Monitor target recoveries and work with the Director/Partner in line with the approved budget to ensure that these are achieved and to assist in the maintenance of the contract monitoring system for those clients. Deal with day-to-day team matters, including feedback on performance on the job, assist in PDRs and where relevant the recruitment process, team welfare and H&S. Develops and retains talented people through strong leadership and coaching/mentoring relationships. Build relationships with new clients and identify/act upon all potential additional work opportunities at new clients or new work at potential clients. Support business development and growth initiatives of the practice through attendance at tender presentations, networking events and targeting within local / chosen markets. Required Professionally qualified, e.g. ACA/ACCA/IA or other specialist qualification. Preferable to have accounting qualification. Gained the necessary recent and relevant experience within Internal Audit and / or SOX / controls projects. Strong technical controls documentation and evaluation experience. Driving licence (clean) / access to a car is required. Effective use of IT including excel, PowerPoint, Visio, audit and accounts packages. Maintains and promotes high professional standards of conduct and practice and demonstrates commitment to the Firm's initiative and direction. Excellent technical knowledge on the internal audit process / internal controls and relevant sector issues, and ensures that team members are aware of key developments. Is developing / has developed a technical area of specialism Anticipates the impact of key developments within the relevant client sectors to manage overall technical and commercial risk. Reviews and controls the technical content of the work of others to ensure compliance with the Internal Audit Manual and other Standard Operating Procedures along with relevant regulatory standards e.g. Audit Standards. Aware of relevant financial targets and constraints, and actively assists senior management in achieving these, keeping Partner/client informed of potential problems including actual vs budget. Applies knowledge of RSM, markets and core client base, promoting and co-ordinating additional services provided to clients in portfolio. Converts options into recommendations and resolutions to exceed client expectations where possible - seeks value billing opportunities and creates fees. Ensure client data is handled securely in accordance with the Firm's and client's data protection procedures. Developing leadership qualities, and known within the Firm and different service lines. Confident and excellent written and oral communication skills Excellent presentation skills. Sales orientated: translates client needs into engagements, demonstrates commerciality in their action, established network of clients internally and externally. Able to organise and manage time efficiently and effectively, managing conflicting priorities when required and planning longer term - understanding fee budget and manages team's time. Understands and promotes the need for continuous learning and considers development of specialist areas of knowledge. Able to train, coach and develop team members and provide support to other colleagues as required. Ability to anticipate and lead change with confidence. The post holder will be expected to travel to the client's sites in their own time, limited where possible to one and a half hours each way. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
Apr 18, 2024
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. Overall Job Purpose Manage an Internal Audit / Controls team in conjunction with Partners/Directors to ensure timely and accurate delivery of complex technical IA audits / controls projects at clients' sites in accordance with the firm's Standards. We are seeking ACCA , ACA or IIA/CIA qualified internal audit specialists to work across a range of public or corporate sector clients. We would be particularly interested in individuals who have experience of Sarbanes-Oxley work in addition to Internal Audit, but most importantly are looking for ambitious qualified staff keen to progress their careers in a large multi-national accounting and advisory practice. Our continued growth across markets has led to further opportunities coming onto the market. We work across a range of specialist sectors and would in particular welcome candidates with experience in Central Government, Manufacturing, Construction, Real-estate and Healthcare. Job Description Manage an Internal Audit / Controls team in conjunction with Partners/Directors to ensure timely and accurate delivery of complex technical IA audits / controls projects at clients' sites in accordance with the firm's Standards. Lead a profitable IA / controls team to ensure effective delivery of internal audit, SOX / controls and / or third party controls assurance services. Lead and manage agreed client portfolio of internal audit or controls assignments for the service line and regional area. Perform higher level audit / controls assignments. Approve, and if necessary prepare initial draft client audit strategy and annual audit programme / controls project plans and test plans for each client, supported by a fully costed service delivery proposal, for subsequent approval by the Director/Partner. Prepare / approve draft progress papers and reports for client and / or Audit Committee prior to Director/Partner sign off. Represent the Firm in audit / control matters as required, including attendance at client meetings and Audit Committees, and other forums as deemed appropriate. Participate in and lead on business development activities in support of the growth of the firm and the internal audit / controls service within the region and nationally Assist as part of a team that prepares tenders and presents these to win work. Assist in the building of the discipline and ensuring the team delivers exceptional client service. Control and manage the delivery of the client programme, to ensure that the work is completed to time and budget, providing solutions on any issues as appropriate to the Director/Partner. Ensure the effective planning and utilisation of team members in line with the approved budget - including mapping complex scheduling to optimise profitability Monitor the effectiveness and quality of audit work through undertaking effective senior manager review of the work. Engage with the client billing in accordance with the Firm's billing timescales, providing solutions to all potential adverse issues that may impact on the achievement of the agreed client billing and recovery targets. Monitor target recoveries and work with the Director/Partner in line with the approved budget to ensure that these are achieved and to assist in the maintenance of the contract monitoring system for those clients. Deal with day-to-day team matters, including feedback on performance on the job, assist in PDRs and where relevant the recruitment process, team welfare and H&S. Develops and retains talented people through strong leadership and coaching/mentoring relationships. Build relationships with new clients and identify/act upon all potential additional work opportunities at new clients or new work at potential clients. Support business development and growth initiatives of the practice through attendance at tender presentations, networking events and targeting within local / chosen markets. Required Professionally qualified, e.g. ACA/ACCA/IA or other specialist qualification. Preferable to have accounting qualification. Gained the necessary recent and relevant experience within Internal Audit and / or SOX / controls projects. Strong technical controls documentation and evaluation experience. Driving licence (clean) / access to a car is required. Effective use of IT including excel, PowerPoint, Visio, audit and accounts packages. Maintains and promotes high professional standards of conduct and practice and demonstrates commitment to the Firm's initiative and direction. Excellent technical knowledge on the internal audit process / internal controls and relevant sector issues, and ensures that team members are aware of key developments. Is developing / has developed a technical area of specialism Anticipates the impact of key developments within the relevant client sectors to manage overall technical and commercial risk. Reviews and controls the technical content of the work of others to ensure compliance with the Internal Audit Manual and other Standard Operating Procedures along with relevant regulatory standards e.g. Audit Standards. Aware of relevant financial targets and constraints, and actively assists senior management in achieving these, keeping Partner/client informed of potential problems including actual vs budget. Applies knowledge of RSM, markets and core client base, promoting and co-ordinating additional services provided to clients in portfolio. Converts options into recommendations and resolutions to exceed client expectations where possible - seeks value billing opportunities and creates fees. Ensure client data is handled securely in accordance with the Firm's and client's data protection procedures. Developing leadership qualities, and known within the Firm and different service lines. Confident and excellent written and oral communication skills Excellent presentation skills. Sales orientated: translates client needs into engagements, demonstrates commerciality in their action, established network of clients internally and externally. Able to organise and manage time efficiently and effectively, managing conflicting priorities when required and planning longer term - understanding fee budget and manages team's time. Understands and promotes the need for continuous learning and considers development of specialist areas of knowledge. Able to train, coach and develop team members and provide support to other colleagues as required. Ability to anticipate and lead change with confidence. The post holder will be expected to travel to the client's sites in their own time, limited where possible to one and a half hours each way. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
Mortgage Support Assistant Job Type: Full-time, Permanent Salary: £23,000 £25,000 per annum HL Partnership is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to expand our network support team at our head office in Leicester. The role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is therefore to support our members in the network so that they can achieve this. Ideally you will have experience in the mortgage/financial services industry and will be looking to gain your CeMap qualification. Providing first line support to the network, you will assist with product issues as well as support on internal systems. Full training will be given to enable you to resolve any questions or signpost them on to the relevant department. Experience in working under pressure, prioritising, and working to deadlines is essential. This is a real opportunity for anyone looking to continue their career in mortgages. Competent IT skills including Microsoft Office Suite i.e. Excel, Word etc. are essential, as is an eye for detail. Other key tasks include: Undertake system demonstrations via the telephone or via Teams. Maintain accurate records on the database. Liaise with colleagues to maintain product knowledge. Research and keep updated on industry developments. As we are a non-sponsoring Company, you must already have the right to work in the UK. Benefits: Company pension Health & wellbeing programme Sick pay Options to buy/sell holiday Apply today with an up-to-date CV.
Apr 17, 2024
Full time
Mortgage Support Assistant Job Type: Full-time, Permanent Salary: £23,000 £25,000 per annum HL Partnership is the largest privately-owned mortgage network in the UK. Our goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location. Due to continued growth, we are looking to expand our network support team at our head office in Leicester. The role: Getting the right outcome for customers is at the heart of what we do. The main aim of the role is therefore to support our members in the network so that they can achieve this. Ideally you will have experience in the mortgage/financial services industry and will be looking to gain your CeMap qualification. Providing first line support to the network, you will assist with product issues as well as support on internal systems. Full training will be given to enable you to resolve any questions or signpost them on to the relevant department. Experience in working under pressure, prioritising, and working to deadlines is essential. This is a real opportunity for anyone looking to continue their career in mortgages. Competent IT skills including Microsoft Office Suite i.e. Excel, Word etc. are essential, as is an eye for detail. Other key tasks include: Undertake system demonstrations via the telephone or via Teams. Maintain accurate records on the database. Liaise with colleagues to maintain product knowledge. Research and keep updated on industry developments. As we are a non-sponsoring Company, you must already have the right to work in the UK. Benefits: Company pension Health & wellbeing programme Sick pay Options to buy/sell holiday Apply today with an up-to-date CV.
End Date Monday 29 April 2024 Salary Range £86,964 - £102,310 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working Job Description Summary . Job Description JOB TITLE: Engineering Lead SALARY: £86,964 - £102,310 LOCATION: Edinburgh HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Port Hamilton office in Edinburgh. About this opportunity You re a broad and deep software engineer with demonstrable experience in enterprise environments. You are comfortable in a complex and heterogeneous technical environment. You are practiced in leading multiple teams, shaping their vision, driving innovation, encouraging collaboration and ensuring your engineers are enabled to work to their best. You build teams that always deliver. Come join LBG s Protection Platform, where we help our customers plan for the unexpected events in life. Our life and critical illness products help thousands of people every year. Help us build on our brand new strategic architecture to help even more. We are a talented and welcoming team - come make us even better. About us Join us and, as well as making a difference to customers, you ll enjoy a fulfilling career where you re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities - you ll find them all here. Here's how you'll make a difference You ll be responsible for the successful delivery of the Protection digital proposition to customers and advisers through multiple channels; Foster a FailFast, LearnFaster mentality within Teams to experiment and test new ways of engineering; Work closely with the Product Owners to prioritise system improvements alongside the delivery of product features, driving high quality change delivery; Act as a change agent for engineering and team culture, promoting a test and learn approach, systems thinking and user experience led design; Attract, develop and retain engineering talent; Drive a culture of learning and continuous improvement motivated by Engineering excellence and plays a lead role in supporting Engineering Chapters, Guilds and community activities. What you ll need A visionary leader and an advocate for digital transformation A passion for team development; allowing colleagues to develop in different/new technologies and mature in ways of working, resulting in a successful team. You are technology agnostic and willing to adapt your approach in pursuit of the best solution; enables via an excellent knowledge and understanding of multiple engineering & software design solutions. Experienced in providing software engineering oversight, technical and people leadership across multiple teams. Successful in building a high performing team culture You will inspire delivery whilst encouraging simplicity and developing confidence & trust About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it s why we especially welcome applications from under-represented groups. We re disability confident. So, if you d like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you re excited by the thought of becoming part of our team, get in touch. We d love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Apr 17, 2024
Full time
End Date Monday 29 April 2024 Salary Range £86,964 - £102,310 We support flexible working - click here for more information on flexible working options Flexible Working Options Hybrid Working Job Description Summary . Job Description JOB TITLE: Engineering Lead SALARY: £86,964 - £102,310 LOCATION: Edinburgh HOURS: Full-time WORKING PATTERN: Our work style is hybrid, which involves spending at least two days per week, or 40% of our time, at our Port Hamilton office in Edinburgh. About this opportunity You re a broad and deep software engineer with demonstrable experience in enterprise environments. You are comfortable in a complex and heterogeneous technical environment. You are practiced in leading multiple teams, shaping their vision, driving innovation, encouraging collaboration and ensuring your engineers are enabled to work to their best. You build teams that always deliver. Come join LBG s Protection Platform, where we help our customers plan for the unexpected events in life. Our life and critical illness products help thousands of people every year. Help us build on our brand new strategic architecture to help even more. We are a talented and welcoming team - come make us even better. About us Join us and, as well as making a difference to customers, you ll enjoy a fulfilling career where you re free to be yourself. Great colleagues, transforming workspaces, hybrid working and a wide variety of career opportunities - you ll find them all here. Here's how you'll make a difference You ll be responsible for the successful delivery of the Protection digital proposition to customers and advisers through multiple channels; Foster a FailFast, LearnFaster mentality within Teams to experiment and test new ways of engineering; Work closely with the Product Owners to prioritise system improvements alongside the delivery of product features, driving high quality change delivery; Act as a change agent for engineering and team culture, promoting a test and learn approach, systems thinking and user experience led design; Attract, develop and retain engineering talent; Drive a culture of learning and continuous improvement motivated by Engineering excellence and plays a lead role in supporting Engineering Chapters, Guilds and community activities. What you ll need A visionary leader and an advocate for digital transformation A passion for team development; allowing colleagues to develop in different/new technologies and mature in ways of working, resulting in a successful team. You are technology agnostic and willing to adapt your approach in pursuit of the best solution; enables via an excellent knowledge and understanding of multiple engineering & software design solutions. Experienced in providing software engineering oversight, technical and people leadership across multiple teams. Successful in building a high performing team culture You will inspire delivery whilst encouraging simplicity and developing confidence & trust About working for us Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, create a menopause health package, and a dedicated Working with Cancer initiative. And it s why we especially welcome applications from under-represented groups. We re disability confident. So, if you d like reasonable adjustments to be made to our recruitment processes, just let us know. We also offer a wide-ranging benefits package, which includes: A generous pension contribution of up to 15% An annual performance-related bonus Share schemes including free shares Benefits you can adapt to your lifestyle, such as discounted shopping 30 days holiday, with bank holidays on top A range of wellbeing initiatives and generous parental leave policies If you re excited by the thought of becoming part of our team, get in touch. We d love to hear from you. At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop. We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person. We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
Apr 17, 2024
Full time
plus great team, excellent work/life balance, great variety in tasks Excellent opportunity for an experienced IFA Administrator with a minimum of 12 months relevant experience looking for a supportive team where you will have the opportunity to work on a hybrid basis, gain full study support and gain great exposure to all areas of the Administrative function. Opportunity Highlights Join a dynamic, successful practice based in London. Opportunity has arisen due to expansion of the business. Provide full Admin support to the main Adviser across pensions, investments, and protection. Very varied role encompassing all aspects including working with Providers, processing letters of Authority, illustrations, valuations and preparing Client meeting packs. The role will develop as you settle in. Excellent work/life balance. Ability to build client relationships in an empathetic and professional manner. Do apply for this opportunity, please send your cv to Camilla Howden.
Compliance Review Officer £26-28k per annum - with CeMap qualification £23-25k per annum - with no CeMap but Mortgage Admin experience Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location click apply for full job details
Apr 16, 2024
Full time
Compliance Review Officer £26-28k per annum - with CeMap qualification £23-25k per annum - with no CeMap but Mortgage Admin experience Our client is the largest privately-owned mortgage network in the UK. Their goal is to continue to be the best home for mortgage advisers, protection specialists, equity release experts and general insurance professionals, whatever their size or location click apply for full job details
Talent UK are recruiting on behalf of our client based in Leeds. Our client are a well established market leading Wealth Management company. Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday Overall role You will be taksed with providing a Superb level of support to clients and our clients team within a busy office. You will be a key member of the team dealing with a wide range of administration tasks. This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude. Full training will be given and there is scope within this role to progress and develop your knowledge. Responsibilities Writing Suitability Reports for new business Writing Annual Review Letters for our existing clients following their review Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required). Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system. Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner Generating Protection quotes both on a individual and group basis Complete post meeting letters for the basic Annual Review meetings. Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments. Preparing client files for reviews Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc. Liaising with adviser and clients to ensure excellent service is delivered Ensuring all client documentation is correctly recorded Ensuring all systems are updated with progress and a clear audit trail is available Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files. In order to be considered for this opportunity, candidates need to have the following: Ideally 1 years experience in financial services Previous experience in a customer facing role providing excellent customer service Previous experience in an administration role Minimum A-C in GCSE Maths and English is Essential You will be able to demonstrate the following skillsets: Ability to do diary management Great organising and planning skills Strong written and verbal communication skills Ability to work on your own and use your initiative and to also work well as part of a team Basic understanding of ISA's, pensions, and protection products. Ability to manage own workload and provide timely responses Good communication skills on the telephone Good telephone manner with the ability to build rapport and provide excellent customer service Accuracy and attention to detail Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook Good written skills to help with a basic form of letter writing In return you will be rewarded with the following Excellent base salary Generous holiday entitlement Pension Opportunity to progress To be considered for this role please forward your up to date CV for consideration. This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further. We will not submit your CV until you have been briefed on the position and we have your consent to do so.
Apr 16, 2024
Full time
Talent UK are recruiting on behalf of our client based in Leeds. Our client are a well established market leading Wealth Management company. Due to expansion our client is now looking to recruit a full time Administration Assistant to work full time Monday to Friday 9:00-17:00 Monday to Friday Overall role You will be taksed with providing a Superb level of support to clients and our clients team within a busy office. You will be a key member of the team dealing with a wide range of administration tasks. This is an interesting and challenging role, it is ideally suited to a confident, resilient and professional individual who enjoys using their initiative and has a positive and organised work attitude. Full training will be given and there is scope within this role to progress and develop your knowledge. Responsibilities Writing Suitability Reports for new business Writing Annual Review Letters for our existing clients following their review Contacting clients to arrange appointments for the advisers (annual reviews, business sign up meetings and any adhoc meetings required). Updating adviser's outlook calendar and creating relevant meeting tasks in the CRM system. Acting as the first point of contact by taking all calls coming into the office, passing the call on to the appropriate person where possible and/or resolving queries/problems in a timely manner Generating Protection quotes both on a individual and group basis Complete post meeting letters for the basic Annual Review meetings. Preparing/tidying rooms for meetings with clients, greeting the client and preparing refreshments. Preparing client files for reviews Sending letters or emailing clients to confirm appointments, sending meeting preparation documents etc. Liaising with adviser and clients to ensure excellent service is delivered Ensuring all client documentation is correctly recorded Ensuring all systems are updated with progress and a clear audit trail is available Sending Letter of Authority, chasing third party providers for updates and saving information to relevant client files. In order to be considered for this opportunity, candidates need to have the following: Ideally 1 years experience in financial services Previous experience in a customer facing role providing excellent customer service Previous experience in an administration role Minimum A-C in GCSE Maths and English is Essential You will be able to demonstrate the following skillsets: Ability to do diary management Great organising and planning skills Strong written and verbal communication skills Ability to work on your own and use your initiative and to also work well as part of a team Basic understanding of ISA's, pensions, and protection products. Ability to manage own workload and provide timely responses Good communication skills on the telephone Good telephone manner with the ability to build rapport and provide excellent customer service Accuracy and attention to detail Good working knowledge of Microsoft Office, in particular Word, Excel and Outlook Good written skills to help with a basic form of letter writing In return you will be rewarded with the following Excellent base salary Generous holiday entitlement Pension Opportunity to progress To be considered for this role please forward your up to date CV for consideration. This vacancy is advertised on behalf of Talent-UK Ltd who are operating as an employment agency/business, we are an equal opportunities employer, Your application will be sent to us for review, at which stage we will be in touch to discuss your details further. We will not submit your CV until you have been briefed on the position and we have your consent to do so.
Job Title:Financial Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
Apr 16, 2024
Full time
Job Title:Financial Planning Administrator Salary: £30,000-£35,000 Location: Bury St Edmunds Contract: Permanent, full-time Hours: Monday to Friday - 9:00-17:30pm COMPANY PROFILE My client based in Bury St Edmunds provide a wide variety of services in the Accounts & Legal sectors for business's looking for advice and solutions. They can offer bespoke and unique services to cater to each of their clients. They are looking for a Financial Planning Administrator to join the Planning team. If you are looking for a new challenge and tick the boxes below then please get in touch today! SKILLS REQUIRED At least 3 years admin experience in Financial Services Excellent IT Skills Organised, Attention to Detail and Efficient Team Player Fantastic communication both written & verbally Able to work towards deadlines and under pressure RESPONSIBILITIES Perform daily administrative tasks, including addressing client inquiries, managing calls, collecting information from providers, and organising client records. Accurately update client data on the firm's software systems, ensuring adherence to regulatory standards. Facilitate the onboarding process for new clients and provide ongoing support to existing ones. Support Advisers and Paraplanners by assisting with client meeting preparations and coordination. Efficiently handle new business submissions, completing application forms and managing adviser fees. Assist in compiling annual portfolio reviews, verifying data accuracy, and producing comprehensive reports. Demonstrate technical proficiency in resolving issues and managing various investment products. Manage back-office tasks such as billing, commission recording, and adviser fee administration. Generate reports for ISAs and pensions based on Paraplanners' instructions, including personalized illustrations. BENEFITS Up to 24 days annual leave plus bank holidays Day off for your birthday Holiday buy & sell scheme Hybrid Working Pension Scheme Death in Service (4x basic salary) Income Protection Private Health Insurance Social Events & Team Nights Out Thank you for your interest in this vacancy, which is being advertised by Smart10 Recruitment Group, who are acting as an employment agency / business. Your application will be considered in competition with others and we will contact you within 3 working days if you have been shortlisted. Smart10 is a multi-award-winning specialist recruitment consultancy focused on the supply of temporary, contract and permanent placements across a select group of business sectors. In order to keep up to date and search for all our active jobs, please visit our website, like us on Facebook and follow us on Instagram or LinkedIn. Please refer to Smart10's Privacy Policy as to how we hold your data
The Medical Protection Society Limited
Leeds, Yorkshire
Job Introduction At MPS we protect the careers, reputations and financial security of doctors, dentists, healthcare professionals and organisations around the world. We do this by providing the most expert, trusted, and valued protection to enable our members around the world to deliver healthcare. Our Direct Sales and Service department have 12 exciting opportunities for Customer Service experts to join our Member Services team. Where you will provide help, guidance, and support to our members in the UK and Ireland. You will work within our unique contact centre to deliver a service that encompasses all our values and put the members at the heart of everything we do. What to expect: There's lots to learn prior to you starting your role, but don't worry! We have a fantastic, dedicated training team who as part of your induction we will ensure you have all the knowledge and skills you need; providing you with a bespoke, fully paid 5-week training programme. The training will start on Monday 20th May 2024, and we will need your full attention during this time, so we won't be able to accommodate any annual leave during the first five weeks. After training you will move into our high support graduation bay where you will refine your new skills and work with our brilliant established team of customer service experts. If you are someone who enjoys speaking to people, is confident and wants to join an inclusive, supportive, and dynamic team then send in your application. Our Talent Acquisition Team are waiting to hear from you! What happens next: If your application is successful, you will be invited to join one of our assessment centres scheduled W/C W/C 08th April and 15th April This will give us the opportunity to meet you and for you to chat with the team, hear more about MPS, and how we work together to support our members. About the role: We have a mixture of 8 full time & 4 part time roles available; full time shifts are Monday to Friday between the hours of 08:00 and 18:30. Our working week is 37.5 hours in total and our shifts work on a rolling rota of 08:00 - 16:30, 09:00 -17:30 and 10 30. Part time shifts are 4 - 4.5hrs any time between 10:30 to 3pm. This shift would support the lunch time period. This role sits under our 'hybrid' persona meaning a blend of home and office-based working, to suit you and the needs of the business. You will be provided with full equipment and support to fulfil your role. Please note the 5-week induction and training period will be primarily office based and run from 08:30am to 5pm; this is to provide you with the best possible support during the start of your journey with MPS. Role Responsibility As an Adviser you will support our members and manage their queries via telephony and email channels. Take ownership of member enquiries managing them through to earliest possible resolution and making sure all actions are recorded on the relevant database. Act as first point of contact and resolution for complaints, issues, and disputes. Ensuring any expression of dissatisfaction is reported in line with root cause analysis and continuous improvement. Work in collaboration with other business areas when needed to ensure that the service to the member is as seamless as possible. The Ideal Candidate Experience within a customer service call centre Expert communication skills Good attention to detail Experience building rapport with customers Confidence in learning and retaining new information Competent IT skills, able to navigate computer equipment and use Microsoft Office products such as Teams and outlook Demonstrable experience in handling difficult conversations showcasing empathy and emotional intelligence Ability to work as part of a team in a fast paced and dynamic environment. We welcome applicants from all backgrounds, and we encourage you to apply even if you feel you do not match 100% of the technical requirements.?We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be heard. Package Description Up to 10% discretionary annual bonus 11% pension contribution (3% from you, 8% from us optional additional matched 3% contributions, e.g. 6% from you, 11% from us) 25 days annual leave plus flexible bank holidays (option to buy/sell 5 days) Private Medical Cover Healthcare cash plan 6x salary death in service Paid volunteering day A personal GP service enabling you to get a video consultation with an NHS-registered, private GP Employee Assistance Programme A range of shopping discounts from major high-street retailers About the Company The Medical Protection Society Ltd (MPS) is the world's leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 members around the world. We are a not-for-profit organisation, meaning member's subscriptions are either invested into bettering the organisation, colleagues and products, or kept safe should members require support for complaints or claims arising from professional practice. Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place. We also actively campaign for regulatory and legal reforms that benefit members and the wider healthcare professions. To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully funded training courses or peer-to-peer support. We want colleagues to feel empowered to deliver positive change, display ambition to push themselves and be determined when faced with a challenge, whilst ensuring members best interests are at the core.
Apr 15, 2024
Full time
Job Introduction At MPS we protect the careers, reputations and financial security of doctors, dentists, healthcare professionals and organisations around the world. We do this by providing the most expert, trusted, and valued protection to enable our members around the world to deliver healthcare. Our Direct Sales and Service department have 12 exciting opportunities for Customer Service experts to join our Member Services team. Where you will provide help, guidance, and support to our members in the UK and Ireland. You will work within our unique contact centre to deliver a service that encompasses all our values and put the members at the heart of everything we do. What to expect: There's lots to learn prior to you starting your role, but don't worry! We have a fantastic, dedicated training team who as part of your induction we will ensure you have all the knowledge and skills you need; providing you with a bespoke, fully paid 5-week training programme. The training will start on Monday 20th May 2024, and we will need your full attention during this time, so we won't be able to accommodate any annual leave during the first five weeks. After training you will move into our high support graduation bay where you will refine your new skills and work with our brilliant established team of customer service experts. If you are someone who enjoys speaking to people, is confident and wants to join an inclusive, supportive, and dynamic team then send in your application. Our Talent Acquisition Team are waiting to hear from you! What happens next: If your application is successful, you will be invited to join one of our assessment centres scheduled W/C W/C 08th April and 15th April This will give us the opportunity to meet you and for you to chat with the team, hear more about MPS, and how we work together to support our members. About the role: We have a mixture of 8 full time & 4 part time roles available; full time shifts are Monday to Friday between the hours of 08:00 and 18:30. Our working week is 37.5 hours in total and our shifts work on a rolling rota of 08:00 - 16:30, 09:00 -17:30 and 10 30. Part time shifts are 4 - 4.5hrs any time between 10:30 to 3pm. This shift would support the lunch time period. This role sits under our 'hybrid' persona meaning a blend of home and office-based working, to suit you and the needs of the business. You will be provided with full equipment and support to fulfil your role. Please note the 5-week induction and training period will be primarily office based and run from 08:30am to 5pm; this is to provide you with the best possible support during the start of your journey with MPS. Role Responsibility As an Adviser you will support our members and manage their queries via telephony and email channels. Take ownership of member enquiries managing them through to earliest possible resolution and making sure all actions are recorded on the relevant database. Act as first point of contact and resolution for complaints, issues, and disputes. Ensuring any expression of dissatisfaction is reported in line with root cause analysis and continuous improvement. Work in collaboration with other business areas when needed to ensure that the service to the member is as seamless as possible. The Ideal Candidate Experience within a customer service call centre Expert communication skills Good attention to detail Experience building rapport with customers Confidence in learning and retaining new information Competent IT skills, able to navigate computer equipment and use Microsoft Office products such as Teams and outlook Demonstrable experience in handling difficult conversations showcasing empathy and emotional intelligence Ability to work as part of a team in a fast paced and dynamic environment. We welcome applicants from all backgrounds, and we encourage you to apply even if you feel you do not match 100% of the technical requirements.?We celebrate diversity, promote inclusivity and strive to create a work environment which ensures everyone can be heard. Package Description Up to 10% discretionary annual bonus 11% pension contribution (3% from you, 8% from us optional additional matched 3% contributions, e.g. 6% from you, 11% from us) 25 days annual leave plus flexible bank holidays (option to buy/sell 5 days) Private Medical Cover Healthcare cash plan 6x salary death in service Paid volunteering day A personal GP service enabling you to get a video consultation with an NHS-registered, private GP Employee Assistance Programme A range of shopping discounts from major high-street retailers About the Company The Medical Protection Society Ltd (MPS) is the world's leading protection organisation for Doctors, Dentists and healthcare professionals. We protect and support the professional interests of almost 300,000 members around the world. We are a not-for-profit organisation, meaning member's subscriptions are either invested into bettering the organisation, colleagues and products, or kept safe should members require support for complaints or claims arising from professional practice. Our philosophy is to support safe practice in medicine and dentistry by helping to avert problems in the first place. We also actively campaign for regulatory and legal reforms that benefit members and the wider healthcare professions. To do this, we need colleagues who are trusted and supported to deliver their best work, whether that be through leadership development, fully funded training courses or peer-to-peer support. We want colleagues to feel empowered to deliver positive change, display ambition to push themselves and be determined when faced with a challenge, whilst ensuring members best interests are at the core.
Job Title - Technical Services Adviser Salary - £28,000 per annum Location - Maesteg, Wales Job Type - Permanent, Full Time Russell Taylor Group are currently recruiting for a Technical Services Adviser to specialise in the fire protection industry. This candidate will be responsible for ensuring technical enquiries are dealt with in a professional manner click apply for full job details
Apr 14, 2024
Full time
Job Title - Technical Services Adviser Salary - £28,000 per annum Location - Maesteg, Wales Job Type - Permanent, Full Time Russell Taylor Group are currently recruiting for a Technical Services Adviser to specialise in the fire protection industry. This candidate will be responsible for ensuring technical enquiries are dealt with in a professional manner click apply for full job details