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.

Company And Role Overview –
Our client is excited to welcome a new Philanthropy Manager to their dynamic team. This key role is all about driving the engagement and support of potential and existing Major Donors, Trusts, and government bodies, with a strong focus on boosting income growth. You'll have the opportunity to think strategically, developing impactful fundraising cases and detailed impact reports, working closely with both the Care service and finance teams. 

Main Responsibilities –

• Supervise, mentor, and provide support to three direct reports
• Take charge of personal professional growth and stay informed about industry developments
• Participate in team and departmental planning sessions and activities
• Utilize data to inform decisions and track progress toward goals
• Attract and retain top-performing staff with relevant experience and specialized skills

Requirements-

• Possession of a current valid driver's license
• Experience in line management to foster a collaborative and high-performing tea
• Proficient in MS Office, with strong numerical and data skills
• Confident, poised, and outgoing, with excellent relationship management abilities

Role Overview

Our client in the charity sector is seeking an individual for the role of the Corporate Partnerships Fundraiser. This involves the establishment and maintenance of the client's, digital acquisition pipeline. Within the Corporate and Community team, this position focuses on cultivating strong relationships with companies to not only achieve but surpass income targets and align with the organization's CSR objectives.

Embracing a unified philosophy across the Fundraising and Engagement department, the incumbent collaborates effectively to ensure optimal utilization of technology. Furthermore, they are dedicated to overseeing continuous improvement in all processes to enhance efficiency and effectiveness.

Responsibilities

• Collaborate effectively to strategise and execute engagement and fundraising plans.
• Utilize diverse tools, including networking and existing contacts, to research and identify new business opportunities.
• Serve as the primary point of contact for a designated account, delivering exceptional account management.
• Identify key decision makers and employ strong consultative and negotiation skills to communicate the benefits of a partnership and the brand.
• Partner with the Engagement team to craft and present high-quality new business proposals, pitches, and presentations for securing new partnerships, as well as responding to incoming proposals from potential supporters.
• Develop project plans supporting work program activities, outlining key milestones, success criteria, and resource requirements.
• Collaborate with the Engagement team to create compelling marketing materials that inspire, support, and ensure every supporter feels valued, appreciated, and informed.
• Represent the charity effectively to diverse external and internal audiences across various contexts and events.
• Monitor the progress of projects and work programs against agreed-upon KPIs and targets, reporting, as necessary.
• Contribute actively to team and department planning events and activities.

Requirements

• Fundraising or charity background with a focus on business collaborations.
• Successful track record in acquiring new business.
• Established experience in proficient account management.
• Strong skills in negotiation, networking, and relationship management.
• In-depth understanding of charity law as it pertains to fundraising.
• Motivating, empathetic, and persuasive communication skills.
• Location - Surrey
• Salary - £31,000