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Tolga Business Manager
Job Description
Company and Role Overview
With a passion for cultivating an inclusive and supportive environment, the organisation focuses on creating a dynamic atmosphere where individuals can excel based on their abilities. Their aim is to craft an inviting culture that resonates with everyone, demonstrating an unwavering commitment to embracing diversity and fostering inclusivity. Their recruitment process is rigorous, dedicated to sourcing only the most exceptional candidates. As a token of appreciation for dedication, competitive compensation and benefits await those who join their ranks.
Main Responsibilities
- Assist in overseeing the financial affairs of the Centre
- Be ready to travel as needed across the United Kingdom
- Offer project management assistance for emerging workstreams in development
- Contribute to institution-wide endeavours such as collating and presenting data from various projects
- Offer project management assistance for emerging workstreams
- Execute all tasks safely and appropriately in alignment with the organization's Health and Safety Policy
Requirements
- Proficient in administrative tasks with a demonstrated track record
- Familiarity with financial management and accounting practices
- Experienced in event coordination and organisation
- Possess a degree or equivalent qualification
- Previous experience working with individuals facing mental health challenges
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Graduate Administrator
Role Overview
Our client is a well-established organisation seeking a detail-oriented and proactive Graduate Administrator to join their team. This is an excellent opportunity for a recent graduate with strong data entry skills and administrative experience to develop their career within a professional and fast-paced environment.
As a Graduate Administrator, you will be responsible for supporting various administrative functions, ensuring accurate data entry, and maintaining organised records. You will work closely with different departments, assisting in day-to-day operations and contributing to the overall efficiency of the business.Responsibilities
- Accurately input, update, and maintain data across various internal systems and databases.
- Perform regular data checks to ensure accuracy and consistency.
- Assist with general administrative tasks, including document management, correspondence, and filing.
- Respond to queries via email and telephone in a professional manner.
- Support different teams with reports, data analysis, and record-keeping.
- Maintain confidentiality and data protection standards at all times.
- Assist in process improvements and identify areas for increased efficiency.
Requirements- A degree in a relevant field (or equivalent experience).
- Previous experience in data entry and administration is essential.
- Strong attention to detail and accuracy.
- Proficiency in Microsoft Office, particularly Excel and Word.
- Ability to manage multiple tasks and meet deadlines.
- Excellent written and verbal communication skills.
- A proactive and organised approach to work.
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Junior Technical Consultant
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.
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Junior Paraplanner/ Client Administrator
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.
