Process new business for clients in a timely manner, ensuring all information provided is accurately reflected in the application paperwork and any other associated systems are updated.
Our client is a national wealth management firm who are looking for a Wealth Planning Assistant to provide administrative support to Wealth Planners to help to deliver good client outcomes.
You will support to the Wealth Planners by attending client meetings, dealing with any administrative work for clients and ensuring all client data provided is recorded on XPlan and any other associated systems.
Posted by Building Recruitment Company • £20,943.73/yr
General
To plan, prioritise and ensure delivery of planned and cyclical maintenance programmes and projects on all properties, including budgetary control, contract management, service coordination and administration to ensure that projects are delivered to the agreed standards and achieve the expected levels of customer satisfaction .
Responsibilities
Plan and produce annually, detailed assessments for each property within the designated programme / portfolio, to identify and prioritise the need for improvement works and ensure that the planned maintenance programme is updated accordingly and delivered in line with the Asset Management Strategy.
Ensure that all planned maintenance projects are managed within time and quality requirements, whilst being financially complete within budget by the end of January each year, including the management of planned maintenance tenders to ensure they are issued and assessed in advance of a new financial year.
You will have technical paraplanning experience, but looking to utilise that in a role that covers general administration and running a small office and operational aspects as well.
Due to continued success in providing fee-based advice to HNW clients, this successful IFA practice requires a professional and proactive Paraplanner and office manager to provide support to the Financial Advisers and general running of the office / business.
Are you an experienced financial services administration professional with report writing experience, looking for a part time role with varied responsibilities?
Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.
With a no limits approach, we can rise to any challenge.
Our collective power is also helping us to change the insurance narrative - doing right by our clients while using insurance as a tool to build resilience for individuals, businesses and communities.
To provide tailored advice on housing options, training & employment, wellbeing & welfare benefits/money management to customers threatened with homelessness or who are living in private rent accommodation or other settled non social housing
To respond effectively to, prevent homelessness through advice, negotiation, mediation or conciliation, or by securing immediate access to alternative accommodation and generally promoting a housing options approach to service delivery to a full range of customers.
We are looking for someone who is a Homeless Prevention Officer with the following experience:
With a mission to foster compliance, resilience, and success, we take pride in being the go-to partner for businesses navigating the complexities of regulatory landscapes.
William Martin, part of the wider SRC division, are at the forefront of revolutionising health and safety compliance solutions.
Posted by Community care assist limited • £30K/yr to £31K/yr
12 month FTC; Up to £31,500
Think Community Partnership are supporting awell-established housing association based in Worcester, dedicated to providing safe and well-maintained homes for residents.
The Grounds Maintenance, Caretaking, and Cleaning team ensures that all communal spaces are clean, safe, and inviting for tenants.