Role Overview 

Our client is a well-established wealth management firm known for our integrity and trust and have been recognised as the Best Financial Advisers to Work for in the last few years. They are now looking to recruit for a Junior Technical Consultant, providing financial planning support to our Private Client Directors. You'll assist in delivering top-notch financial planning services to high-net-worth clients. This role is perfect for someone with 3+ years of experience in financial advisory support, looking to advance their career.

Responsibilities

• Prepare for and attend client meetings.
• Produce accurate client portfolio valuations.
• Gather and analyse client information.
• Maintain long-term client relationships.
• Ensure accurate client information on internal systems.
• Assist with new business processing and compliance.
• Liaise with technical staff for a consistent client experience.
• Work to pressing deadlines.

Requirements 

• 3+ years in a client-facing financial advisory support role.
• Financial Planning Diploma qualified.
• Knowledge of asset allocation, financial products, and tax.
• Experience with cashflow modelling (Voyant preferred).
• Proficiency in Microsoft Office.

Role Overview 

Contract: Temporary until March 2025

Are you passionate about driving meaningful change in healthcare and public health? Do you excel at analysing complex processes and facilitating impactful transformations? If so, join the National Institute for Health and Care Excellence (NICE) and play a pivotal role in improving the timeliness and efficiency of our guidance production.

NICE is a world-leading organisation providing national guidance and advice to improve health and social care. Our work ensures the NHS and public health services deliver the best care possible, efficiently and effectively, while promoting value for taxpayers.

Their Improving Timeliness Programme is central to enhancing the speed and quality of guidance production across clinical guidelines, health technology evaluations, and medicines. This programme also seeks to improve staff experience and increase the efficiency of our guidance-producing teams.

Responsibilities

• As a Programme Business Analyst, you will be at the heart of transforming how NICE develops and delivers guidance. Collaborating with multidisciplinary teams, you will:
• Map and analyse current processes to identify opportunities for standardisation and improvement.
• Conduct time and motion studies to evaluate resource usage and identify efficiencies.
• Support the design and monitoring of performance metrics to track progress and impact.
• Facilitate workshops and discussions with stakeholders to develop optimised process proposals.
• Contribute to a culture of continuous improvement by supporting teams in implementing change.

Requirements

• A degree or equivalent experience in a relevant field.
• Qualifications in process mapping and improvement frameworks (e.g., Lean, Six Sigma).
• Experience as a Business Analyst in process redesign projects.
• Strong analytical, problem-solving, and communication skills.
• Proficiency with tools like Microsoft Office and process mapping software.

Desirable:

• PRINCE2 or ITIL Practitioner certification.
• Experience in health or social care environments.
• Knowledge of business planning and change management.

Role Overview

This role provides technical administrative support to a financial team, assisting with delivering financial planning services to clients. The successful candidate will work closely with the Senior Administrator and has the potential to develop into a paraplanning role with access to training opportunities.

Main Responsibilities

• Provide high-level client service and build long-term relationships.
• Attend meetings, take notes, and follow up on actions.
• Process new business submissions and gather information for reviews.
• Prepare client documents, including applications and portfolio adjustments.
• Ensure client information is accurate and compliant with regulations.
• Maintain well-organized client files and handle follow-up tasks.
• Adhere to Anti-Money Laundering and GDPR procedures.
• Prepare agendas and assist with management information.
• Address client queries professionally and promptly.

Requirements

• Experience in a financial services administration role, preferably with high-net-worth clients.
• Proficiency with financial platforms and Microsoft Office, particularly Excel.
• Familiarity with FCA rules and compliance procedures.
• Relevant industry qualifications
• Strong organizational and client relationship-building skills.
• Proactive, resilient, and able to manage changing priorities.
• Attention to detail and a commitment to high-quality service.