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Junior Paraplanner/ Client Administrator
Job Description
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.
Similar Jobs
Role Overview
Our client are seeking a dynamic and results-driven Grant and Trusts Fundraising Manager to join their fundraising team. You will lead efforts to develop and implement strategies for securing significant funding from trusts, foundations, and corporate partners. The successful candidate will have a strong track record of generating income, building long-lasting relationships, and delivering against ambitious fundraising targets.
Key Responsibilities
- Develop and implement a fundraising strategy to engage and secure high-value donations from trusts, foundations, and corporate partnerships.
- Research and identify potential funders, both locally and nationally, with a focus on trust and corporate giving.
- Prepare compelling, tailored applications, proposals, and presentations to secure funding.
- Build and maintain strong relationships with funders, ensuring timely reporting and stewardship.
- Lead on monitoring and evaluation, ensuring accurate reporting of outcomes to funders.
- Work closely with internal teams, including program delivery and finance, to ensure effective use and reporting of funds.
- Contribute to the overall fundraising strategy and help achieve annual income targets.
- Manage a portfolio of key relationships, keeping up-to-date with funding trends and opportunities.
- Provide regular updates to the Head of Fundraising on progress, challenges, and opportunities.
Requirements
- Experience: Proven experience in trusts and corporate fundraising with a track record of securing significant income.
- Writing Skills: Exceptional writing skills, with the ability to craft compelling and persuasive applications and proposals.
- Communication: Excellent interpersonal and relationship-building skills, with the ability to engage stakeholders at all levels.
- Project Management: Strong organizational skills, with the ability to manage multiple projects and deadlines effectively.
- Research Skills: Ability to identify and research new funding opportunities and build a strong pipeline.
- Team Player: Collaborative approach, willing to support colleagues and contribute to team goals.
Desirable
- Experience in monitoring and reporting on financial and program outcomes.
- Grants writing and trust fundraising experience.
- Understanding of the charity sector and key trends in corporate social responsibility and philanthropic giving.
What They Offer
- £40,000 + Company benefits
- Flexible working options, including remote working.
- Opportunities for professional development and career progression.
- A supportive and inclusive working environment where your contributions are valued.
Role Overview
Are you passionate about making a meaningful impact? An exciting opportunity has arisen for a dedicated and experienced professional to join a dynamic team as a Lead Development Worker. This role involves mentoring and supporting individuals, fostering positive choices, promoting growth, and contributing to transformative outcomes within the community.
Main Responsibilities
- Conduct one-to-one mentoring sessions, facilitate after-work activities, and organize programs during holiday periods.
- Develop and deliver engaging workshops, activities, and residential initiatives to inspire participation and growth.
- Build and maintain strong relationships with local communities and institutions, fostering trust and a positive reputation.
- Provide line management for a small team, offering supervision, guidance, and constructive feedback.
- Ensure compliance with safeguarding protocols while maintaining accurate records for monitoring and reporting purposes.
- Collaborate with stakeholders to design and implement sustainable mentoring and development programs.
Requirements
- Minimum of two years' experience working in a role involving mentorship, community engagement, or activity coordination in a full-time capacity.
- Proven ability to manage safeguarding incidents and engage effectively with diverse groups.
- Relevant qualifications at Level 3 (or equivalent) and Level 2 in English.
- Strong communication and organizational skills, with the ability to manage teams and work independently.
- Familiarity with local services and government policies relevant to the role.
- A valid driving license and access to a car.
Role Overview
The Digital Engagement Officer is responsible for spearheading online fundraising activities, enhancing the charity's digital reach to secure greater support. The role includes developing and executing campaigns, building meaningful connections with supporters, and improving strategies to boost results from digital platforms.
Main Responsibilities
- Plan and execute digital fundraising campaigns.
- Develop paid campaigns on the charity platforms
- Optimise donation platforms and landing pages.
- Collaborate with agencies to meet project deadlines and budgets.
- Innovate strategies to acquire and retain digital supporters.
- Propose new fundraising campaigns and optimise the online shop.
- Enhance digital engagement and supporter journeys.
- Analyse campaign performance and audience data.
- Provide insights to optimise fundraising activities.
- Contribute to Individual Giving Programme and budget management.
- Track digital expenditures and ensure regulatory compliance.
Requirements
- Knowledge of digital fundraising and marketing tools.
- Experience in multi-channel campaigns and project management.
- Proficiency in Meta, PPC, and Google Analytics.
- Digital marketing qualification.
- Experience in animal welfare.
- Familiarity with Shopify, Wordpress, and analytics tools.
Role Overview
An exciting opportunity has arisen for a highly motivated and experienced fundraiser to join the Philanthropy team. This key role will involve managing high-value donor relationships, specifically targeting major gifts from high-net-worth individuals (HNWIs), with a focus on securing gifts in the six and seven-figure range.
Main Responsibilities
- Manage relationships with a portfolio of major donors, raising significant income to meet fundraising targets.
- Collaborate with the Philanthropy team to align strategies for maximising philanthropic support.
- Lead a small team, providing guidance and support to achieve personal and team objectives.
- Prepare and execute donor proposals, stewardship plans, and events to engage key supporters.
- Personally solicit donations, as well as coordinate major fundraising efforts with senior staff.
- Work with internal stakeholders across the organisation to strengthen relationships with current and prospective donors.
- Maintain detailed records of all fundraising activities in line with internal procedures.
Requirements
- Proven success in generating significant income from HNWIs or major donors.
- Experience managing complex portfolios and cultivating long-term donor relationships.
- Ability to meet personal and team KPIs in a target-driven environment.
- Excellent written and verbal communication skills, with the ability to simplify complex information.
- Strong organisational skills, with the ability to manage multiple priorities under pressure.
- Experience collaborating with diverse teams and stakeholders.
