About Luke

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.

Lead Youth Development Worker

£34,000 - £34,000

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.

Junior Paraplanner/ Client Administrator

£45,000 - £45,000

Graduate Experienced Professional

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.

Digital Engagement Officer

£35,000 - £35,000

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.

Senior Youth Development Worker

£31,000 - £31,000

Role Overview

Our client is looking for a Senior Youth Development Worker to join their team. The role will involve guiding and assisting young individuals in their development, mentoring and leading to reduce risk factors and promote better well-being.

Main Responsibilities

Network and foster relationships with official bodies, community groups, and nonprofit youth organisations
Establish a favorable and trustworthy relationship with the youth and local community
Improve students involvement in education, demonstrating enhanced attendance, positive behaviour, and increased academic success
Creating and collaboratively shaping programs that address the needs of young people
Assist with the selection, training, and growth of volunteers
Provide young people with information, advice, and guidance
Documentation is organised, and required evidence is gathered promptly and submitted to managers.
Deliver expert guidance and assistance to junior team members by overseeing their onboarding and offering training sessions

Requirements

2 years of experience working directly with young people, including engaging in activities such as mentoring, providing support, facilitating educational programs
Level 3 qualification in youth work
Youth work degree or equivalent is advantageous
Personal experience with the challenges faced by the young people they support
Skilled in building and nurturing relationships
Knowledge of child protection and safeguarding practices