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 are seeking a dynamic and results-driven Grant and Trusts Fundraising Manager to join their fundraising team. You will lead efforts to develop and implement strategies for securing significant funding from trusts, foundations, and corporate partners. The successful candidate will have a strong track record of generating income, building long-lasting relationships, and delivering against ambitious fundraising targets.

Key Responsibilities

• Develop and implement a fundraising strategy to engage and secure high-value donations from trusts, foundations, and corporate partnerships.
• Research and identify potential funders, both locally and nationally, with a focus on trust and corporate giving.
• Prepare compelling, tailored applications, proposals, and presentations to secure funding.
• Build and maintain strong relationships with funders, ensuring timely reporting and stewardship.
• Lead on monitoring and evaluation, ensuring accurate reporting of outcomes to funders.
• Work closely with internal teams, including program delivery and finance, to ensure effective use and reporting of funds.
• Contribute to the overall fundraising strategy and help achieve annual income targets.
• Manage a portfolio of key relationships, keeping up-to-date with funding trends and opportunities.
• Provide regular updates to the Head of Fundraising on progress, challenges, and opportunities.

Requirements 

• Experience: Proven experience in trusts and corporate fundraising with a track record of securing significant income.
• Writing Skills: Exceptional writing skills, with the ability to craft compelling and persuasive applications and proposals.
• Communication: Excellent interpersonal and relationship-building skills, with the ability to engage stakeholders at all levels.
• Project Management: Strong organizational skills, with the ability to manage multiple projects and deadlines effectively.
• Research Skills: Ability to identify and research new funding opportunities and build a strong pipeline.
• Team Player: Collaborative approach, willing to support colleagues and contribute to team goals.

Desirable

• Experience in monitoring and reporting on financial and program outcomes.
• Grants writing and trust fundraising experience. 
• Understanding of the charity sector and key trends in corporate social responsibility and philanthropic giving.

What They Offer

• £40,000 + Company benefits 
• Flexible working options, including remote working.
• Opportunities for professional development and career progression.
• A supportive and inclusive working environment where your contributions are valued.