Insurance

Role Overview

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 the Individual Giving Programme and budget management.
• Track digital expenditures and ensure regulatory compliance.

Requirements

• Has knowledge of digital fundraising and marketing tools.
• Has experience in multi-channel campaigns and project management.
• Is proficient in Meta, PPC, and Google Analytics.
• Holds a digital marketing qualification.

Role Overview 

Our client, a well-established firm based in Bexleyheath, is seeking a skilled and motivated Legal Secretary to join their team. This is an excellent opportunity for someone with experience in probate, properties, and wills to further their career within a supportive and professional environment.

Responsibilities

• Providing secretarial support to the probate and wills team, including drafting letters, legal documents, and correspondence.
• Assisting in the preparation and filing of probate applications and other related documentation.
• Organising and maintaining client files, ensuring all legal documents are accurate and up to date.
• Liaising with clients, third parties, and other legal professionals on behalf of the team.
• Managing diaries, scheduling appointments, and arranging meetings.
• Handling sensitive information and maintaining confidentiality at all times.
• Carrying out general administrative duties, including answering calls, managing post, and maintaining office supplies.
• Assisting with property transactions related to probate matters.
• Supporting fee earners with the management of cases and ensuring deadlines are met.

Requirements

• Previous experience as a Legal Secretary, ideally within probate, wills, and property matters.
• Strong knowledge of probate procedures and relevant legal documentation.
• Excellent organisational and time-management skills, with the ability to manage multiple tasks effectively.
• Proficient in Microsoft Office and case management systems.
• Strong communication skills, both written and verbal.
• Ability to work independently and as part of a team.
• High level of attention to detail and accuracy.
• A proactive attitude and a desire to support the team in delivering excellent client service.

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.