Search Vacancies
You can view related vacancies or set-up an email alert notification when similar jobs are added to the website using the buttons below.
Private Client and Technical Administrator
Luke Recruitment Manager
Job Description
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
SIMILAR JOBS
-
Corporate Partnerships Manager
Role Overview
A dynamic and driven Corporate Partnerships Manager is sought to join an expanding corporate partnerships team. This individual will play a key role in developing and managing a pipeline of high-value corporate partnerships. The role will involve crafting persuasive written proposals, strategic plans, pitches, and staff vote campaigns aimed at securing long-term, impactful partnerships.
Key Responsibilities
- Identifying, developing, and managing a pipeline of corporate partnership opportunities
- Building and maintaining strong, long-lasting relationships with corporate partners
- Creating compelling proposals, strategic pitches, and staff campaigns to drive partnerships
- Collaborating with the corporate partnerships team to deliver successful new business initiatives
- Contributing to the development and execution of the broader corporate partnerships strategy
Requirements
- New corporate partnership experience
- Management experience
- Raising 5 figure donations
- Excellent relationship-building and communication skills
- Proactive and solution-oriented approach to challenges
- Creative thinker with the ability to develop innovative solutions
- Strong organisational and project management abilities
What the Role Offers
- Competitive salary of £47,000 per annum
- Auto-enrolled Pension Scheme
- 25 days annual leave, plus bank holidays
-
Content Creator
Role Overview
Our client is seeking a creative and dedicated Content Creator to develop engaging and informative content that amplifies the charity's mission and initiatives. This role involves producing high-quality materials across various platforms to effectively communicate their message and engage with our audience.
Responsibilities
- Content Development: Create compelling content, including articles, blog posts, social media updates, newsletters, and multimedia materials that align with our brand voice and mission.
- Social Media Management: Develop and implement a content calendar for social media platforms, ensuring consistent and timely posting to engage and grow our online community.
- Campaign Support: Collaborate with the marketing and fundraising teams to produce content that supports campaigns, events, and initiatives aimed at raising awareness and funds.
- Brand Consistency: Maintain a consistent tone and style across all content to reinforce our brand identity and messaging.
- Analytics and Reporting: Monitor and analyze content performance metrics to assess effectiveness and inform future content strategies.
- Collaboration: Work closely with internal teams, including fundraising, communications, and program staff, to gather information and insights for content creation.
Requirements
- Proven experience in content creation, preferably within the charity or nonprofit sector.
- Strong writing, editing, and proofreading skills with attention to detail.
- Proficiency in using content management systems (e.g., WordPress) and social media platforms.
- Familiarity with SEO best practices and content optimization techniques.
- Experience with multimedia content creation, including photography and video editing, is a plus.
- Ability to work independently and manage multiple projects simultaneously.
Personal Attributes
- Passionate about the charity's mission and values.
- Creative thinker with the ability to generate innovative content ideas.
- Strong organizational and time-management skills.
- Excellent communication and interpersonal skills.
- Ability to adapt to changing priorities and work in a dynamic environment.
-
Brand Manager
Role Overview
Our client is a dynamic and growing company committed to delivering exceptional service within the charity/healthcare sector. They are seeking an experienced Brand Manager to join their marketing team and help strengthen brand presence, ensuring consistent brand messaging across all channels, with a focus on the unique needs of the charity or healthcare market.
As Brand Manager, you will be responsible for developing and implementing brand strategies that align with our company’s objectives and values. You will collaborate closely with the marketing team, product managers, and external agencies to enhance the brand’s visibility, market positioning, and overall success within the charity or healthcare space.
Responsibilities- Develop and implement effective brand strategies to increase brand awareness, customer loyalty, and market share, specifically within the charity or healthcare sector.
- Conduct market research and competitor analysis to identify opportunities and emerging trends within the charity or healthcare market.
- Collaborate with cross-functional teams, including marketing, sales, product development, and design, to ensure brand consistency across all touchpoints.
- Manage brand campaigns, ensuring they are delivered on time and within budget, with a particular focus on campaigns for the charity or healthcare audience.
- Contribute to the creation of creative concepts and messaging for advertising, digital marketing, and promotional materials, tailored for the charity or healthcare sector.
- Monitor brand performance through key metrics and make improvements as necessary.
- Oversee the creation of content for digital, print, and social media platforms.
- Manage the design and production of brand assets, ensuring adherence to brand guidelines.
- Support product launches and initiatives by developing marketing strategies with a focus on charity or healthcare products/services.
- Liaise with external agencies and suppliers to ensure the brand vision is accurately reflected in campaigns.
Requiremnets
- Proven experience as a Brand Manager or in a similar marketing role, with experience in the charity or healthcare sector highly desirable.
- Bachelor’s degree in Marketing, Business, or a related field (or equivalent experience).
- Strong understanding of brand strategy, positioning, and market analysis, particularly within charity or healthcare organisations.
- Excellent project management skills, with the ability to manage multiple projects simultaneously.
- Exceptional communication and interpersonal skills, with the ability to collaborate with cross-functional teams.
- Proficiency in Microsoft Office and marketing software (e.g., Adobe Creative Suite, Google Analytics, social media platforms).
- Experience with budget management and forecasting.
- Creative thinking and problem-solving skills.
- Strong attention to detail and a passion for brand development within the charity or healthcare space.
