An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....Read more...
Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Overview of the company At Amber River Midlands we think about financial planning in a way that goes beyond financial advice. We call it Life Landscaping® and we’re a group of like-minded, values-driven people with a passion for independent financial planning. We all work together with one, single-minded purpose: To enrich the lives of the people we meet. Through conversations and knowledge sharing, financial planning and advice, whatever life stage our clients are at, our team is here to help them plan for a life well-lived. Overview of the role Experienced Paraplanner required. Brilliant opportunity to join a growing business that has strong values and a clear vision for its future. Amber River Midlands is a company with a clear identity, strong values, an amazing culture, and a defined purpose. We are looking for an experienced paraplanner with a sound understanding of the financial planning process and the desire to be the best in their role. This is a great opportunity to join a company that has imagined what a next generation financial planning business should look like. Our purpose is to enrich the lives not just of the clients we work for, but also the people that work for us, and we have created an environment where our team members feel they belong and can thrive and grow. If this is what you are looking for in a company and our values resonate with you, please apply, we would love to hear from you Key responsibilities The role of the Paraplanner is to work with the Financial Planners and provide a high level of client service in a professional and timely manner. Duties will include:Identifying areas for financial planning and sourcing solutions to meet their objectives.Preparing suitability reports and recommendations for approval by the financial planner.Conducting fund research and analysis using FE Analytics.Collating and maintaining due diligence research on funds, platforms, and providers.Preparing cumulative return tables and sharing these with the team.Ensuring documentation is compliant, present, and correct.Ensuring your own personal development and the development of the administration team.Key requirements We are looking for someone who has gained experience in a similar role and company and has a good understanding of the whole financial process.2 years’ Paraplanning experience within an IFA firmExperienced working with a breadth of productsIdeally DipPFS qualified or equivalent Level 4 qualificationAble to demonstrate excellent customer communication skills.Experience working together as part of a team.A background in using IFA systems and processes.Excellent quality service delivery skills.Strong personal skills in the areas of adaptability, enthusiasm, dependability, honesty, and integrity.Perks and benefits of the roleSalary of up to £35,000 depending on experience.31 days holiday including bank holidays plus a range of benefits including income protection, life assurance, EAP, wellness support, financial wellbeing.Further information Only shortlisted candidates will be contacted. In order to give your application the best chance of success, please: • Check that you meet the criteria for the role. • Apply with a CV that is clear, concise, and correct.....Read more...
We'll provide all the training you need to thrive in a really friendly, busy place that makes a huge difference to people in our District. We provide advice about financial crisis, debt, benefits, housing, employment and family law. Our service is there for everyone and we often help people experiencing very difficult situations
Main Duties & Responsibilities:
You will be expected to time manage and prioritise your workload as appropriate in what is a very busy and fast paced organisation
Enquiries are received via telephone, email, face to face and answer machine messages
Following set procedures register all client enquiries on the national Citizens Advice electronic record keeping system, Casebook
Maintaining confidentiality and complying with all national GDPR requirements liaise with advisers and relay information relating to ongoing and new cases as required
Process food parcel and fuel voucher requests as appropriateOpen, record, scan and distribute incoming post
Proofread, print and post outgoing mail and record as necessary ready for dispatch
Ensure all incoming client documentation is scanned and added to their electronic data record notifying the relevant caseworker
Process incoming referrals to the service registering clients on our electronic client database and follow set procedures
Book both scheduled and one off appointments using our in house electronic system ensuring the client receives a text message with the relevant details
Provide help, training and support to our volunteer advisers as needed
You will maintain and work with all our administrative systems and procedures to ensure efficient working and compliance with Citizens Advice quality standards, our various funders, including the Money & Pensions Advice Service, Community Fund and our core funder, Lancaster City Council
Any other administration tasks as requested by the Client Services Team Leader or Senior Management Team at Citizens Advice North Lancashire
Reception:
First point of contact for all clients accessing CANL via our reception area offering a welcoming, non judgemental and professional approach
Triage as appropriate and provide information regarding the various different options for accessing advice from CANL
Provide general information about the service as requested
Prioritise and if required seek support from the daily duty person if you feel a client may be in crisis or a matter may be urgent
Register clients as appropriate on our ‘in house’ client database
Provide support to the Advice Navigators dealing with ‘drop in’ clients
Training Outcome:
Citizens Advice offers a structured training programme from apprentice to Advice Director and everything in between
We have a huge range of training so if you're interested in learning about customer service and working in a charity we can train you in a variety of skills and tasks including specialist debt and housing work, and formal advice giving
Citizens Advice is a great place to start if you're interested in a career in law or the charity sector
Employer Description:Citizens Advice North Lancashire is a local charity supporting around 8,000 people each year in Lancaster and Morecambe. We give in depth expert advice to people in all areas of social welfare law including financial crisis, debt, benefits, housing, employment and family law. Our service is free, independent, impartial and always confidential.Working Hours :Monday - Friday, Shifts to be disclosed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Non judgemental,Patience....Read more...
Job Description:
Our client, a global asset management firm, is seeking a client services professional to join their Edinburgh team on an initial 6-month day rate contract.
Essential Skills/Experience:
Experience in either client service, fund administration, custodial services, operations, sales, investment consulting, portfolio management support or similar fields.
Demonstrated interest in the financial services/investment industry and a commitment to continuous learning, both independently and in team settings.
Strong proficiency with Microsoft Office applications is essential, along with technical skills to efficiently manage multiple programs concurrently.
Self-motivated with the ability to recognise when to escalate issues appropriately. Must be able to work collaboratively within a team and take on additional responsibilities as needed.
Ability to evaluate process inefficiencies, identify and implement operational improvements, and resolve issues. Possesses innovative problem-solving skills and the capability to think and act quickly and creatively.
Capable of meeting deadlines and working independently on client projects and queries.
Passionate – feel personal ownership for their work and an aspiration to be better.
Brave – are happiest outside of the comfort zone.
Experimental – like to innovate and self-develop.
Curious – like to learn new things and outsmart the problem.
Open – value and respect input from others.
Core Responsibilities:
Post-sales client relationship management, partnering with the Institutional Client Business teams and DC clients, through high quality client service with outstanding attention to detail.
Understanding our clients’ needs and liaising with internal teams and third-party service providers where necessary, ensuring that the agreed arrangement and service requirements of the client are delivered.
Address new operational requests (e.g., changes to client report) and provide summary of completion notification to broad partners and senior team members.
Escalating any client complaints in a timely and sensitive manner, in accordance with internal procedures and being a great partner to senior team members to mitigate the impact of dissatisfaction.
Owning client queries, delegating as appropriate to internal teams, monitoring progress to resolution and ensuring that responses are timely and of a high professional quality.
Supporting the onboarding of clients and client change activities, ensuring correct process and procedures are followed.
Contribute to project initiatives that seek to improve our service, effectiveness and efficiency, or which elevate the business, its products and our clients.
Drive continuous improvement in service offering both internally and with external service providers such as custodian banks, depository banks and transfer agents.
Ensure timely and accurate delivery of client deliverables (invoices, reporting, price files, data etc.) by working cross functionally and establishing relationships with internal teams.
Working closely with senior team members in achieving seamless client service for their strategic clients.
Occasionally required to lead on projects representing the client and the team.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16114
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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