Other

Company and Role Overview 

To offer technical administrative support to the Private Client Director and Private Client Adviser within a successful team, while closely collaborating with the Senior Private Client Administrator. This dynamic position involves assisting the Private Client Director in delivering exceptional holistic financial planning services to both new and established clients. It is ideal for a self-motivated and experienced IFA administrator who thrives on proactive and collaborative work within a small team. The role presents an excellent opportunity for a candidate who is either partially or fully Diploma qualified and has aspirations to progress into a technical paraplanning role in the medium term. The right candidate will have access to our internal paraplanner training program.
 

Responsibilities 

• Get ready for and participate in client meetings as needed, making thorough written records and handling any administrative or technical tasks afterward
• Address intricate and technical client inquiries under the guidance of the Private Client Director
• Maintain precise client records in internal systems (iO and Volume), encompassing all written and electronic correspondence with clients and providers, as well as meeting notes
• Address client inquiries promptly and professionally
• Adhere to risk profiling protocols, documenting risk profile scores in iO and saving profiles to the DMS

Requirements 

• Possess a minimum of 2 years of experience in the independent sector of the financial services industry, specifically in a pertinent administrative capacity with direct engagement with high-net-worth clients
• Demonstrate outstanding IT aptitude and written communication abilities, displaying expertise in utilizing Microsoft Office suites
• Proficiency in Excel would be beneficial
• Possession of relevant industry qualifications, preferably including at least one R0 exam, would be highly advantageous

The individual in this position will primarily manage candidate examination schedules and ensure the precise publication of examination results. Operating within a high-profile, high-risk sector of the College, the role includes assisting the Data and Statistics Manager (DSM) in gathering information to generate reports for crucial stakeholders. This contributes to business improvement efforts and addresses key risk areas.
 

• Perform all essential preliminary tasks related to online examination reservations, bookings, and revisions of published information before the commencement of each application window
• Supply data and compile communications to facilitate the prompt resolution of any complaints and issues that may arise during this process
• Compile examination results for candidates and distribute them to deaneries and relevant parties as needed
• Foster connections with essential stakeholders and support the Data & Statistics Manager in data-related tasks, including the compilation of data for external partners

Requirements –

• Possessing education equivalent to at least A level, inclusive of mathematics, statistics, computer science, and/or data analysis/management
• Demonstrated experience in managing, manipulating, and interpreting substantial volumes of data
• Demonstrated proficiency in utilizing MS Office applications, specifically Excel, Access, and Word
• Collaborative team member actively contributing in meetings

Our client is looking for  an organised Education Coordinator to join their team. The individual in this role will play a substantial part in overseeing the administration of critical aspects of the trainee journey. The responsibilities include aiding in the provision of an exceptional trainee experience that aligns with the company and roles requirements.

• Offering administrative assistance for the Appeals, Appeals Review, and Disciplinary Panels
• Ensuring effective data management in compliance with GDPR, consistently supplying precise trainee data, addressing inquiries from stakeholders.
• Supporting trainees and the team with occasional inquiries and operational tasks
• Addressing online inquiries through CRM
• Overseeing trainee record systems in Microsoft Dynamics and ensuring data maintenance

Requirements

• Educational Background - Completed education to GCSE Standard
• Work Experience in a dynamic office setting
• Demonstrated ability to uphold confidentiality, handle sensitive matters with tact, diplomacy, and discretion
• Strong organizational and administrative capabilities, demonstrating proficiency in meeting deadlines
• Competence in utilizing office applications, including Microsoft Dynamics

Role Overview

Responsibilities

• Ensuring that each young person has an assigned primary worker and team member are aware of each child’s relevant plans and their responsibilities for its implementation.
• Performing the role of "on-call manager" to provide out-of-hours support for the home, on a rotating basis
• Attending childcare reviews and planning meetings to provide information and achieve optimal outcomes for young people
• Maintaining accurate written records to record information and enable regular monitoring and evaluation to occur
• Working in partnership with parents, caregivers, and other professionals to safeguard and promote the welfare of young people
• Assisting with the recruitment and retention of staff, including induction training for new staff into the home
• Providing consultation and informal advice and support to staff in relation to day-to-day matters
• Conducting annual appraisals of staff, addressing issues concerning conduct and competence of staff where necessary
• Ensuring that budgets and resources are allocated appropriately and managed effectively, and the use of finances is properly monitored, including petty cash returns and staff attendance records
• Developing, in consultation with young people and staff, routines concerning all aspects of child care, creating schedules that fit best
• Ensuring that there are appropriate and adequate reporting and recording systems in place to comply with Quality Standards

Requirements

• Knowledge of the Children Act and other relevant legislation
• Diploma L3 Residential Childcare (or equivalent)
• Willingness to complete Diploma L5 L&M in H&SC
•  Knowledge of CHR 2015 and the QS