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Private Client and Technical Administrator
Job Description
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
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Role Overview
Our client is currently in the market for a Deputy Manager to come and join their busy team! The successful candidate will support and manage the staff to enable them to meet the needs of the children and young people, managing child protection concerns and complaints and participating in reviews to provide the best outcome for everyone.Responsibilities
- Ensuring that each young person has an assigned primary worker and team member are aware of each child’s relevant plans and their responsibilities for its implementation.
- Performing the role of "on-call manager" to provide out-of-hours support for the home, on a rotating basis
- Attending childcare reviews and planning meetings to provide information and achieve optimal outcomes for young people
- Maintaining accurate written records to record information and enable regular monitoring and evaluation to occur
- Working in partnership with parents, caregivers, and other professionals to safeguard and promote the welfare of young people
- Assisting with the recruitment and retention of staff, including induction training for new staff into the home
- Providing consultation and informal advice and support to staff in relation to day-to-day matters
- Conducting annual appraisals of staff, addressing issues concerning conduct and competence of staff where necessary
- Ensuring that budgets and resources are allocated appropriately and managed effectively, and the use of finances is properly monitored, including petty cash returns and staff attendance records
- Developing, in consultation with young people and staff, routines concerning all aspects of child care, creating schedules that fit best
- Ensuring that there are appropriate and adequate reporting and recording systems in place to comply with Quality Standards
Requirements
- Knowledge of the Children Act and other relevant legislation
- Diploma L3 Residential Childcare (or equivalent)
- Willingness to complete Diploma L5 L&M in H&SC
- Knowledge of CHR 2015 and the QS
Company and Role Overview
To champion the achievement of the Statement of Purpose's objectives, stepping in to support the Registered Manager whenever needed. Assume the role of deputy in the absence of the Registered Manager. Lead and guide staff to ensure the complete fulfilment of children and young people's needs. Interact directly with children and young individuals as appropriate, fostering meaningful connections. Take the lead in handling child protection concerns and addressing complaints effectively. Collaborate closely with fellow professionals to drive optimal outcomes for young people. Offer guidance and support to staff in alignment with rigorous Quality Standards. Champion equal entitlement for all young people to have their needs met equitably and justly. As the Deputy Manager, spearhead the advocacy for equal opportunities and boldly address any discriminatory behaviour or practices targeting young people or colleagues, regardless of race, religion, disability, age, gender, sexual orientation, or any other perceived difference.
Main Responsibilities
- Ensuring each young person is assigned a dedicated key worker
- Ensuring all staff members are briefed on each child's relevant plans and their corresponding responsibilities for execution
- Maintaining precise written records for information tracking and facilitating regular monitoring and evaluation
- Providing managerial oversight and guidance regarding staff duties and obligations
- Taking charge of shift planning and ensuring smooth operations during duty hours
- Effectively managing budgets and meticulously monitoring financial usage, including petty cash returns and staff attendance records
- Addressing all administrative matters within the Home and delivering weekly management information reports
- Assisting the Registered Manager in implementing all facets of the Statement of Purpose
- Performing all other reasonable tasks as instructed by the Registered Manager
Requirements
- Diploma L3 Residential Childcare (or equivalent)
- Secondary education with a good standard of literacy and numeracy
- Knowledge of CHR 2015 and the QS
- Ability to motivate and enthuse staff
- Knowledge of the Children Act and other relevant legislation
- 12 months relevant supervisory experience
Company and Role Overview
An exciting opportunity awaits a talented graduate in performing arts to provide administrative support to renowned music and drama departments within a prestigious organiastion. In the role Performing Arts - Administrative Assistant, you'll be instrumental in ensuring seamless operations and supporting extracurricular initiatives.
Main Responsibilities
- Coordinating extracurricular events, outings, and artist residencies, with occasional participation
- Supervising inventory of sheet music and musical instruments for the music department
- Creating promotional materials for performances
- Assisting with filming and recording of exam submissions and extracurricular events
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- Seeking a candidate with extensive knowledge in music and drama, as well as outstanding communication and organizational skills
Requirements
- University degree in performing arts or similar.
- An individual boasting a multifaceted expertise spanning the realms of both music and drama.
- Robust communication and organizational prowess, ensuring seamless collaboration and execution of projects.
- A confident individual inspiring those around you to reach new heights of creativity and excellence.
Company and Role Overview
The Senior Test Analyst is tasked with designing and implementing various software testing procedures across the agile development lifecycle of revenue, online, and corporate systems. This role requires providing specialized knowledge to ensure that the software developed aligns with the quality standards and expectations of stakeholders within the company.Main Responsibilities
- Supervising a team consisting of 2-3 Junior Test Analysts with a budget allocation of up to £150k
- Collaborating with Technology Development and stakeholders to ensure thorough testing of all software, guided by senior test members using Agile methodologies
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- Prioritizing automated test procedures over manual testing whenever possible and more effective
- Evaluating Non-Functional requirements and collaborating with Architects to contribute insights for the Non-Functional test strategy
Requirements
- Preferred qualifications include a degree in a relevant field or certification in systems testing
- Proficient in systems testing technologies and methodologies, with a focus on Agile practices
- Possesses strong analytical abilities, problem-solving skills, and meticulous attention to detail
- Familiarity with programming languages such as C#
- Vast experience in working collaboratively with software development teams in multi-vendor settings to iteratively deliver systems that undergo efficient and high-quality testing
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 collaborate with the Systems Administrator in overseeing the day-to-day administrative tasks. Offering 2nd Line / 3rd Line assistance to both staff and students, coordinating with external parties like contractors and engineers to ensure timely and within-scope project completion. Enhance existing solutions and explore new products to align the school's IT provisions with the needs of students and staff. Assume the role of Lead AV engineer for livestream solutions and venues, taking the lead in researching and steering the school towards a cloud-centric approach. Serve as the Project Lead for EMA Exams and manage Cloud Platforms including School Post, Google Admin, and Firefly.
Main Responsibilities
- Assume a leading role in advancing Firefly integration within departments, ensuring up-to-date data and providing support to teachers
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- Oversee the management of WEEE Waste processes and suppliers, ensuring meticulous documentation is recorded and readily accessible
Requirements
- Strong communication proficiency, both in written form and over the telephone
- Capability to uphold stringent confidentiality standards for sensitive data and information
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Role Overview
Our client is currently in the market for a Finance Manager to come and join their busy team! The successful candidate will be responsible for the processing of all financial data as part of managing and controlling the monthly close process, including reconciliation controls, and presenting and interpreting results.Responsibilities
- Maintain and oversee financial processes and controls to ensure completeness and accuracy of monetary information.
- Oversee the payroll process and relationship with the external payroll bureaux to ensure staff are compensated accurately and in compliance with HMRC regulations.
- Supervise the month-end close process, including review and questioning of monthly performance reports with budget holders.
- Generate monthly management accounts by agreed deadlines, including insightful commentary to elucidate results against expected performance.
- Manage the year-end process to produce the accounts to trial balance for our client and its subsidiary, working in close collaboration with the Director of Finance and Operations.
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Requirements
- Professional experience of working as a Finance Manager or similar
- Charity Finance experience
- Hands-on transaction processing with strategic input
- Proven experience of managing payroll
Role Overview
Out client is currently in the market for a Financial Accountant to come and join their busy team! The successful candidate will be responsible for working in high-performing Accounting and Financial Controlling functions, while also getting advice and guidance from multi-functional teams.Responsibilities
- Help maintain the automated and scalable accounting function that produces accurate monthly Management Reports within 5 days of the end of the month.
- Take ownership of and improve/automate the processes of invoice payments (AP) and expenses management
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- Improve and pre-set all reconciliations of revenue, expenses, assets, liabilities and equity
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- Help with the annual group audits covering multiple entities
- Financial Planning and Analysis: computerise and design reporting, both internal management reporting and external reporting to partners, investors, authorities, etc.
- Direct and indirect tax computations and reporting
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Requirements
- BSc in Accounting, Finance or other relevant field with a significant quantitative element
- Recognized accounting qualification such as ACCA, ACA or CIMA with one or more years post qualified experience
- Advanced Excel and modelling skills
- Experience with the best-in-class automation systems and functions where scalability is driven by technology, rather than headcount and manual work
