Business Support

Role Overview

An exciting opportunity has arisen for a highly organised and proactive Personal Assistant to join a leading charity organisation. This role is key in supporting Directors by managing schedules, meetings, and ensuring the smooth running of leadership activities.

Main Responsibilities

• Oversee and streamline scheduling, ensuring senior leaders' calendars are efficiently managed
• Serve as a central point of contact to facilitate communication across leadership and wider teams
• Manage sensitive information with professionalism and care
• Arrange travel plans and related logistics, ensuring smooth and timely coordination
• Maintain organised filing systems and centralise key documents for team access
• Support the planning and execution of internal sessions, team gatherings, and strategy days
• Work closely with senior support staff to track objectives and coordinate workloads
• Deliver responsive administrative assistance and help resolve operational challenges

Requirements

• Experience in a PA, Team Assistant, or similar administrative role
• Excellent organisation and time management skills
• Proficiency in Microsoft Office  
• Strong communication skills and attention to detail
• Professional integrity and a discreet approach to sensitive information
• A collaborative, flexible, and proactive mindset

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.

Role Overview 

Contract: Temporary until March 2025

Are you passionate about driving meaningful change in healthcare and public health? Do you excel at analysing complex processes and facilitating impactful transformations? If so, join the National Institute for Health and Care Excellence (NICE) and play a pivotal role in improving the timeliness and efficiency of our guidance production.

NICE is a world-leading organisation providing national guidance and advice to improve health and social care. Our work ensures the NHS and public health services deliver the best care possible, efficiently and effectively, while promoting value for taxpayers.

Their Improving Timeliness Programme is central to enhancing the speed and quality of guidance production across clinical guidelines, health technology evaluations, and medicines. This programme also seeks to improve staff experience and increase the efficiency of our guidance-producing teams.

Responsibilities

• As a Programme Business Analyst, you will be at the heart of transforming how NICE develops and delivers guidance. Collaborating with multidisciplinary teams, you will:
• Map and analyse current processes to identify opportunities for standardisation and improvement.
• Conduct time and motion studies to evaluate resource usage and identify efficiencies.
• Support the design and monitoring of performance metrics to track progress and impact.
• Facilitate workshops and discussions with stakeholders to develop optimised process proposals.
• Contribute to a culture of continuous improvement by supporting teams in implementing change.

Requirements

• A degree or equivalent experience in a relevant field.
• Qualifications in process mapping and improvement frameworks (e.g., Lean, Six Sigma).
• Experience as a Business Analyst in process redesign projects.
• Strong analytical, problem-solving, and communication skills.
• Proficiency with tools like Microsoft Office and process mapping software.

Desirable:

• PRINCE2 or ITIL Practitioner certification.
• Experience in health or social care environments.
• Knowledge of business planning and change management.

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.

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