About Luke

Company and Role Overview 

This newly established position will supervise our outsourced IT partnerships and spearhead the execution of internal IT initiatives throughout the organization. It presents an excellent opportunity within a nurturing work atmosphere to assume leadership of the IT function, aiding our expanding staff in managing their IT needs whether they are working remotely or in the office. The role entails overseeing daily IT operations, providing support for software and hardware, conducting IT inductions, and facilitating home office setups. Primarily stationed at our London and Surrey offices, there is flexibility aligned with our hybrid working approach. The position reports to the Head of IT & Marketing and will collaborate closely with our Operations Director, Chief Operating Officer, and external IT support provider, Krome Technologies. We seek a candidate showcasing a robust work ethic, excellent communication abilities, high productivity, and a commitment to delivering exceptional client service. This role is ideally suited for someone who is hands-on, pragmatic, and naturally tech-curious, capable of working autonomously with confidence. Essential qualifications include prior experience in a fast-paced, demanding setting.

Responsibilities 

• Overseeing IT tickets and coordinating with our outsourced IT provider to ensure timely resolution within agreed KPIs, including appropriate escalation when necessary, and handling related communications with users
• Handling maintenance and support for mobile devices, working closely with third-party support providers and managing internal support matters
• Administration of IT invoices
• Ensuring timely completion of key deadlines and delivery of key priorities; organizing coverage/providing comprehensive handovers in case of absence potentially impacting delivery deadlines
• Oversight of domain management

Requirements 

• Possess at least 3 years of hands-on experience in IT project support roles, including collaborating with third-party IT support
• Demonstrated involvement in managing or executing IT projects
• Previous experience within a comparable-sized organization would be beneficial, along with familiarity working in the financial services sector

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

Company and Role Overview 

We are thrilled to present an exceptional opportunity on behalf of our client, a dynamic industry leader specialising in the procurement, streamlining, and global distribution of chemical vessels. Leveraging their extensive networks with Producers, Transporters, and Clients, our client has achieved consistent organic growth over the past two decades.
As the company embarks on a rebranding and name change, signifying a pivotal phase of development, we are actively seeking a motivated Junior Business Development Executive to join the team. This role is integral to identifying sales prospects, overseeing deals/accounts, and contributing to the achievement of business objectives.

Main Responsibilities 

• Identifying lucrative prospects
• Conducting preliminary procedures to finalise deal terms with external stakeholders
• Supervising working capital utilisation including stock, prepayments, debtors, cash, creditors, and accruals
• Monitoring the advancement of ongoing business overseen by Logistics Officers
• Collaborating with other Business Managers to share insights on business development, learning opportunities, and areas for improvement

Requirements 

• The individual must possess a strong work ethic, resilience to rejection
• Excellent communication skills over the phone and in person are required
• Experience in cold calling or making phone calls is desirable but not essential
• Must be personable, hardworking, and have an ambitious personality
• Rapid learning and adeptness in navigating dynamic business environments
• Capability to cultivate and maintain positive relationships with clients
• Proficiency in conducting market research and analysing industry trends to inform business development strategies

Company And Role Overview

Main Responsibilities

• Identify and leverage local fundraising prospects to support the organization's broader financial objectives
• Proactively connect with the with relevant colleagues to establish a robust partnership and investigate potential fundraising avenues
• Foster and sustain connections with the Livery Companies, ensuring alignment with funding priorities and goals of the organization

Requirements

• Adhere to pertinent fundraising regulations while maintaining the highest levels of professionalism and integrity
• Documented success in meeting or surpassing fundraising targets
• Outstanding communication and presentation abilities, encompassing both written and verbal skills
• Capacity to operate effectively under demanding circumstances and handle multiple tasks concurrently