FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- £22500 - £28000 doe We are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success. FINANCIAL PLANNING ASSISTANT DUTIES • Assist independent financial advisers in administering financial plans and investment proposals• Maintain, setup and update internal client files and records• Process account applications, transfers, and other paperwork.• Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.• Managing administration tasks on back-office system software• Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients• Liaising with product providers and third parties• Dealing with Letters of Authority• Adhering to compliance regulations and accurate recording of data• Liaising with team members to ensure client needs are met effectively and efficiently• Arranging client meetings• Emails, incoming and outgoing post and general office duties• Telephone calls with providers and communicating with clients on the telephone and via email FINANCIAL PLANNING ASSISTANT REQUIREMENTS • Must have 2 years previous experience working as a Financial Planning Assistant• Experience using Intelligent Office is preferred• Excellent telephone and communication skills are required• Attention to detail• Ability to work independently or as a team member• Training will be provided PACKAGE AND BENEFITS • Flexible working hours Monday to Friday. 8 hours a day between 8am-6pm so you choose hours to suit!• Opportunity to work one day from home – after full training• Company pension• £25k-£28k dependent on experience• Summer and Xmas company events• BUPA cash back • 23 days holiday plus bank holidays • Christmas shutdown• Day off on your birthday• On-site parking Follow us on twitter #awconsultingltd In respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment Agency FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL – £25000 - £28000 ....Read more...
Business Development Manager Our client is an innovative renewable energy marine developer that finances, installs and operates integrated shore power and adds renewable energy systems specifically designed for the commercial inland and coastal marine sector. They provide landowners and marine operators with utility-scale marine projects from 1.5MW to 50MW. This role is responsible for supporting the Head of Origination in preparing bids from bid inception through to final delivery and close. The role will require working on several projects simultaneously and an ability to work autonomously. Their products include Shore Power, Port Power, Power-to-Marine (PtM) and Marine Retrofitting (retrofitting diesel work boats to electric propulsion). The Ideal Candidate Will be committed to the UK’s net zero ambitions, have a keen interest in renewable project development. They will be an exceptional internal and external communicator, have excellent attention to detail and work in an efficient and process driven manner. Key Role Responsibilities 1. Winning grant and other funding bid applicationsWorking with consultants to write and manage bid applications (DfT/Ofgem/DEZNEZ/Innovate/UKSHORE etc etc), expect min 6-8 per yearWork with project partners to collaborate and build project teamsWork with internal teams to identify and design project eligible for funding bidsLiaise with grant fund managers as necessary (e.g. InnovateUK)2. Support origination activitiesFollow up on origination leadsLead proposal drafting and follow up workIdentify and manage PPA / financial modelling (external support provided) RequirementsBachelor’s degree (or equivalent) in a relevant field such as renewable energy, business administration, engineering, or a related commercial or technical discipline.A self-starter with the ability to work autonomously within a small team environment.Demonstrated initiative in identifying tasks, solving problems, and driving projects to completion without constant supervision.Proven experience in preparing and managing grants, bids, and tenders associated with project development.Strong understanding of the processes involved in securing funding and navigating competitive tenders.Sound knowledge of commercial contracts, including reviewing, drafting, and negotiating terms.Meticulous attention to detail, ensuring accuracy and compliance in documentation and agreements.A collaborative team player who thrives in a small, high-growth, early-stage business environment.Comfortable adapting to a dynamic workplace where roles may overlap, and responsibilities evolve.Familiarity with the marine, maritime, or renewable energy industries is a significant advantage.Awareness of sector-specific challenges and opportunities to bring value to the role. About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive, and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world. We welcome applications from all qualified candidates, regardless of their ethnicity, race, gender, religious beliefs, sexual orientation, age, or whether or not they have a disability. If you require additional support, equipment, or resources to participate in the job application or interview process, please let us know.''....Read more...
Amey delivers facilities and estate management services, including planned and reactive maintenance, cleaning and project management into over 60 Prisons on behalf of the Ministry of Justice (MOJ) and Her Majesty's Prison and Probation Service (HMPPS).
As an Apprentice, every day will be different! Your main responsibility is account support under the guidance of the Operational Business Improvement support team.
As you progress through the apprenticeship program, you will work toward achieving key responsibilities
Utilisation of the business's Computer Aided Facilities Management (CAFM) system supporting site teams when required.Assist and support the drive to improve our quality standards and assurance across all the operational businesses, including standards in customer service and health and safety.Contribute to the Continuous improvement of the company's image and credibility with all stakeholders.Accounting for prison Health and safety delivery and compiling databases to ensure the improvement of the overall Company Health and Safety cultureRaise Account Purchase Orders and Task Orders ensuring payment of invoices as requiredSupport in the People Operating model and Training by taking responsibility of master matrices and SpreadsheetSite administrative support under the direction of the Business Support Coordinator
As part of your Apprenticeship, you will be enrolled onto a Business Administrator Apprenticeship Level 3 qualification which normally runs for 12/18 months. You will be fully supported by our partnered college to achieve this qualification by attending college 1-day per week, having 1-2-1 advice and support, e-learning materials, and a whole team of experts on hand for advice and technical knowledge at your office. Training:As part of this role, we have partnered with Grey Seal Academy who will assist you in achieving a Level 3 in Administration qualification. With your dedicated Grey Seal trainer, you will support you in your learning, development of competency and generation of evidence to achieve your qualification.
You’ll be provided with a “buddy”, to assist you as you settle in. This is the person will be the friendly face when you join our Highways team – the go-to person that you will ask lots of questions to when you start! Once you have settled in, you will be allocated your mentor in the workplace. Your mentor will support you throughout your qualification, help you learn the technical skills and have regular catchups with you to ensure that you are on the way to become our next Apprentice superstar!Training Outcome:At the end of your Apprenticeship, you will move into a guaranteed permanent position with Amey, and your development does not stop there! As part of being an employee at Amey, you will be given lots of opportunities to further your development; whether that is by doing a further qualifications which Amey will fund through our Apprenticeship Schemes or progressing further in the business, the choice is yours!Employer Description:Amey is a leading infrastructure services and engineering company.
Our 11,000 people are behind the critical services the country relies on every day and we each take personal pride in our public service.
Our unique engineering and operations experience, together with data driven insight from our consulting business, delivers better results for our clients. We are trusted partners of Government – both national and local – managing assets and complex projects that are vital to the country.Working Hours :Monday to Friday 9am - 5pmSkills: Attention to detail,Problem solving skills,Administrative skills,Team working....Read more...
