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An Award-winning Chartered Financial Planning firm located in Marlow, Buckinghamshire are looking to recruit a highly professional and competent individual to join their Paraplanning team. The company provides bespoke Wealth Planning Advice to both established HNW clients and new clients which are referred through reputation and excellence. The company holds Corporate Chartered Status awarded by the CII and are committed to providing the highest levels of service. All Advisers are CII Chartered or will be in the next 18 months.The company is now part of one of the fastest growing and largest national Independent Financial Advice companies. The company office ethos combines a modern flexible attitude to work which focuses on employee development and wellbeing with a traditional highly professional approach to clients. As a company they offer technical advancement and qualification sponsorship to all employees leading to a highly professional, knowledgeable, and happy workforce benefiting clients and the working environment. This role requires working closely with Advisers, clients and the wider support team to ensure clients receive first class advice and support. To apply for this position, you must have worked in a similar technical role and be used to communicating complex strategies to Advisers and clients with clarity and vision. You should enjoy working unsupervised, solving problems and interacting with demanding clients. You should preferably hold Chartered Status and have a comprehensive technical knowledge of Investment, Tax, Trust and Pension products required by HNW Clients. This is an excellent opportunity to join a company who values employees and works hard to create a positive working environment. Role Purpose To be the Paraplanning support for 1-2 Advisers and working with one Administrator across clients, ranging up to HNW and UHNW. Overtime, this may consolidate to one adviser as the client base grows organically and via acquisition. Role Accountabilities Conducting extensive research and providing Advisers with technical assessments and reports. Conducting in depth meeting preparation work, attending client meetings (where appropriate) , and producing follow up reports & analysis, answering any specific client queries. Produce technical and compliant suitability letters. Provide advisers with strong technical advice and guidance backed up by fully researched client solutions. Manage complex cases and find solutions to technical problems Prepare lifetime cashflow models, reviewing clients' goals and potential outcomes. Produce full financial plans including cashflow models, contingency planning, legacy / succession planning and tax planning. Engage professionally with well-informed clients who may challenge advice, ensure long term relationships are maintained. Act as a mentor for more junior members of the team. Help implement the company philosophy of driving up team knowledge and ability. Take responsibility for self-improvement, keeping up to date with market changes, compliance, and legislative considerations. Help highlight operational areas of improvement and assist with any changes made. Take an analytical approach to making client recommendations and use good data skills to support these. Translate complex information into easy-to-understand client correspondence Obtaining a selection of product quotes including personalised illustrations / key features documents /product literature / fund factsheets General administrative support in terms of liaising with providers and keeping accurate client records Ongoing review of existing portfolios and review client cash holdings on platforms Ensure all work meets all compliance, high ethical standards and reflects the company values Contribute to the team's work enjoyment, growth, and success Personal Competencies Ownership, Initiative & Delivery - a "can do" attitude Analytical and problem-solving approach Building Relationships Strong team worker Excellent communicator High Ethical Standards Professionalism in appearance and manner Ability to prioritise work to meet deadlines High attention to detail, grammar and accuracy Qualifications Mandatory: Level 4 - CII Diploma of Financial Planning or equivalent Highly Desirable: Advanced qualifications: CII Level 6 or Chartered Financial Planner (or working towards). Degree in Financial Planning Bachelor's degree in business/economics Pension Transfer Specialist (CII AF7) Minimum of 5 years' experience in similar role. Benefits Office 3 Days. Home 2 Days Salary based on experience 25 days annual leave 4% Company Pension and 66% of Company NI on Salary exchange Death in Service (up to £200k) CashPlan
This is a fantastic opportunity for an experienced Marketing Manager to join our client. Based in Marlow, our client is leading the way for change and developing new ways to tap into renewable energy and achieve Net Zero. The Marketing Manager will play a pivotal role in shaping the brand identity and drive awareness of our client's energy optimisation solutions. You will be responsible for supporting the creative development and execution of strategic B2B marketing plans in line with the business and ambitious growth. Through a multi -channel approach, you will help to promote their products, engage their target audience and contribute to the growth and reputation of the company. This role is hybrid (2-3 days a week in the office) and is paying circa £40k plus benefits. Duties include Implement comprehensive marketing strategies aligned with the company's goals and values, operating within an agreed budget Collaborate with cross-functional teams to ensure marketing initiatives support product launches and overall business objectives Awareness and understanding of competitors and key USPs Cultivate and maintain a strong brand presence in the market including website content management Develop and enforce brand guidelines to ensure consistency across all marketing channels Management of brand application internally and externally with partners Oversee digital marketing campaigns, including social media, blogging and news, email, and content marketing, to drive brand awareness and lead generation Analyse data and metrics to optimize digital marketing strategies for maximum impact and provide support on maintenance of customer data Support product and project launches and marketing activities alongside identification and management of PR opportunities which require proficient levels of copywriting & proofreading Create engaging and informative content Collaborate with internal teams and external partners to produce high-quality marketing collateral Support and execute marketing events, trade shows, and sponsorships to enhance brand visibility Coordinate with all stakeholders to ensure alignment between marketing efforts and sales goals with clear KPIs/ROI for each activity Skills/Experience Multi- channel marketing experience (ideally with B2B audience) Adobe Creative Suite: to a proficient level and at a minimum in the following programs: Illustrator, InDesign and Photoshop (desirable) Proven experience in marketing roles, preferably in the technology /EV or clean energy sector In-depth knowledge of marketing strategies, including digital marketing, content creation, and brand management Strong analytical skills and proficiency in marketing analytics tools Excellent verbal and written communication skills Creative technical, graphic design and analytical skills Ability to prioritise workload and meet deadlines Effective planning and organisational skills First class attention to detail Ability to work as part of a team Self starter and proactive approach to work and problem solving Please note that we will only contact those candidates that we assess as suitable for the positions we have currently available based on their experience, training, and skills. If we do not have anything suitable, we will not keep your CV for more than 30 days. As an equal opportunity employer, Bucks and Berks Recruitment is committed to the equal treatment of all current and prospective employees and does not condone discrimination on the basis of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership. We aspire to have a diverse and inclusive workplace and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply.
Project Manager or Event Project Manager £30k - £50k depending on experience. Our client is a compelling, global brand experience agency who create meaningful experiences worldwide. Working across brand strategy and experience design, exhibits and branded environments, live events, and experiential marketing campaigns. Event Project Manager ROLE PROFILE AND PURPOSE The role holder will already have a specific experience in provisioning medium scale brand experiences and exhibit projects - minimum 3 years. The role is responsible for the successful provision of such projects, ensuring the final execution is on brief, on time, on budget and delivered to the expected quality standard. Regular travel is to be expected based on the schedule of projects assigned. Responsible for all aspects of the project working in conjunction with the Client Services lead and other members of the global team, this role requires a skilled multi-tasker, who owns all day-to-day project communications with the client and internal project teams, creating and delivering the project plan and managing the project timeline, non-technical supplier sourcing, selection and monitoring, while owning a profitable project budget from initial quote through to final reconciliation. With good commercial understanding and financial management, the role holder will be required to manage projects directly to meet profitability targets and identify opportunities for economies of scale and upsell; responsible for the commercial integrity for any / all projects they are assigned to. In addition to assigned projects you will collaborate closely with your Technical Production peers with a "one team" vision that we can be proud ofthrough fulfilling the company mission ofproviding clients with a passionate, committed, and talented agency team, working in partnership to create and deliver meaningful brand experiences. ROLE RESPONSIBILITIES Acting as client liaison for all aspects of the project including working with the client and wider project team to define, approve and deliver against project deliverables and leading day to day communications to drive success across status, timelines, and budget Creating project estimates and maintaining working budgets, ensuring margins are monitored throughout via timely and accurate cost tracking to ensure full visibility of project financials Creating accurate and considered project timelines, spreadsheets and other systems / tools to manage people and tasks, communicating effectively. Oversee, control and take responsibility for all assigned project actions Ensuring travel plans for all project resource are implemented in order to be most cost effective and arranged within company process Working with the creative, account & technical production teams to ensure all client requests are understood and achieved within budget, location & regulatory constraints. Effectively communicate any change orders Sourcing, recommending, and managing non-technical suppliers to fulfil project deliverables including RFQ process, developing relationships with preferred suppliers and potential new suppliers as required, ensuring they meet required best practices / accuracy Delivering compliance in all project financial processes with regards to POs, invoicing, reconciliation, costs & estimates, timesheets and expenses including working across departments to track internal resource time / allocation estimates Creating & maintaining project cash flow forecasting, escalating promptly any risks around client non-payment / urgent supplier payments Compliance with HMRC required documentation submission to finance team as required (e.g., expenses process & receipts) Developing & maintaining contacts, knowledge, and best practices from across the industry so that competitive intelligence can be shared to ensure client goals are met in the most effective way. Managing relationships and workflow with other departments to maximise potential of clients' work Promoting and maintaining safe working practices within the team and adhere to company polices and guidelines. Suggesting improvements to the Project Operations processes and best practice YOUR APPROACH You are dedicated to providing the highest quality products and services which meet the needs and requirements of internal and external customers You are action oriented and full of energy for the things you see as challenging, turning these perceived problems into solutions with a growth mind-set approach You are easy to approach and talk to; spend the extra effort to put others at ease; build rapport and collaborate with peers and external contacts well; are a good listener You remain cool under pressure; do not become defensive or irritated when times are tough; can be counted on to hold things together during tough times; can handle stress and are looked to for guidance in a crisis You are good at establishing clear directions; set objectives and distribute the workload appropriately; lay out work in a well-planned and organised manner; maintain a two-way dialogue with others on work and results; provide the information people need to know to do their jobs and to feel good about being a member of the team to actively drive collaboration You have the functional and technical knowledge and skills to do the job at a good level of accomplishment. You pursue everything with energy, drive, and a need to finish You can be counted on to meet goals successfully You will stand up and be counted and don't shirk personal responsibility You use your time effectively and efficiently; concentrate your efforts on the more important priorities and understand the importance of managing time across a project to deliver commercial return