-
Up to £30,000 + Great Benefits
An exciting and varied new entry level position is now available for a proactive, detail-oriented graduate calibre individual to support our client's team in the smooth running of day-to-day business processes.
This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses.
As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service.
This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.
Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm's systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g.
Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner - ability to learn how to use new systems and processes.
Discretion - ability to handle sensitive and confidential information with professionalism and integrity.
Time management - aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task focussed individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients.
Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily.
Apply now! ....Read more...
Type: Permanent Location: Woking, England
Start: ASAP
Salary / Rate: £29000.00 - £30000.00 per annum + Great Benefits
Posted: 2025-06-03 23:35:02
-
Job Description:
We are working on a fantastic opportunity for a Solicitor to join the team at a law firm based in Edinburgh.
The successful candidate will be newly NQ - 3 years PQE, have experience within private client/trusts, as well as an eagerness to work towards the STEP qualification.
Skills/Experience:
NQ - 3 years PQE
Previous experience dealing with high-net-worth individuals in a private client environment is desirable
Previous experience dealing with trusts
A commercial focus in managing workload effectively and efficiently
Mindset to exceed team and client expectations
Working towards or prepared to start STEP qualifications
Excellent interpersonal skills, both written and oral is essential
Able to build professional relationships with clients and third parties
A high level of accuracy and strong attention to detail
Good working knowledge of Microsoft Office applications.
Core Responsibilities:
Advise high net worth clients and family business clients (including entrepreneurial clients) on the protection of their assets.
Help families to decide on the most appropriate structures for owning assets (trusts, partnerships, family investment companies).
Accurately prepare and draft legal documentation and correspondence relating to family and business governance, commercial and corporate issues, asset protection, succession and tax planning, and mediation.
Help clients navigate through tax planning issues and work alongside existing tax advisors and accountants.
Assist clients to work out a succession plan alongside their Wills and estate planning.
Help family business clients to manage business continuity, conflicts or challenging family dynamics and help them to deliver their philanthropic objectives.
Proactively manage your own caseload and drive forward work for others within the team.
Identify and resolve any problems experienced by our clients in a professional manner.
Meet or exceed individual financial targets.
Have a good working knowledge of private client law and keep up to date with any developments through events/training.
Collaborate with other professionals - accountants/wealth planners/tax advisers/lawyers (as part of trusted adviser teams) to deliver solutions for clients.
Actively seek to build your professional network and promote the business to external peers.
Prepare articles and blogs for the website and press/professional publications.
Build good relationships internally, support senior colleagues and advise colleagues with different specialisms.
Benefits:
A highly competitive salary
Wider Benefits package
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: 16078
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.
INDPERM ....Read more...
Type: Permanent Location: Edinburgh, Scotland
Start: ASAP
Posted: 2025-05-29 17:07:33
-
Construction PlannerChichester£60,000 - £90,000 + Travel Allowance + Bonus + Pension + Holidays + Private Medical Insurance + Career Progression + Immediate StartAn exciting opportunity has arisen for a Planner to join a leading construction contractor, working on a high-profile industrial/logistics project.
If you're an experienced planner with a background in CSA (Civil, Structural & Architectural) or MEP (Mechanical, Electrical & Plumbing) planning, this role offers a chance to contribute to a major development while advancing your career. This role is ideal for planners with experience in fast-track construction, large-scale commercial builds, and highly coordinated MEP systems.
You'll be joining a company known for delivering cutting-edge industrial projects, offering clear career progression and a supportive work environment.
If you're ready to take on a high-impact planning role with career progression and industry-leading projects, apply today! The Role as a Construction Planner Will Include:
Coordinating with project managers, site teams, subcontractors, and stakeholders to ensure project milestones are met.
Identifying potential risks, delays, and clashes within CSA or MEP workflows and implementing mitigation strategies.
Tracking progress, preparing reports, and ensuring compliance with project timelines and budgets.
As a Construction Planner, You Will Need:
Experience as a Planner, Senior Planner, or Planning Engineer in construction, preferably on industrial, logistics, or commercial projects.
Strong background in either CSA (Civil, Structural & Architectural) or MEP (Mechanical, Electrical & Plumbing) planning.
A track record of working on projects valued at £50m+.
Excellent communication skills to collaborate with multidisciplinary teams.
Also roles available abroad!
Keywords:Planner, Construction Planner, MEP Planner, CSA Planner, Planning Engineer, Lead Project Planner, Tender Planner, Primavera P6, Asta Powerproject, Industrial Construction, Logistics Construction, UK Construction, Mechanical Electrical Planning, Civil Structural Architectural Planning, Fast-Track Construction, Engineering, Project Scheduling, United Kingdom, Main contractor, tier one , tier 1 ,Portsmouth, Bognor Regis, Arundel, Worthing, Brighton, Southampton, Littlehampton, Havant, Guildford, Crawley, Shoreham-by-Sea, Emsworth, Hayling Island, Midhurst, Godalming, Liphook, Petersfield, Farnham, Chichester District ....Read more...
Type: Permanent Location: Chichester, England
Start: ASAP
Salary / Rate: £60000 - £90000 per annum + + Travel Allowance + Bonus
Posted: 2025-05-06 08:19:38
