CV-library.co.uk-UKJobs
Team Leader - Client Financial Advice, City of London
Client Experience Team Leader / Financial Advice / Pensions and Investment / Admin
An exciting opportunity has arisen within the Client Experience Team of one our multi-award winning, national Financial Adviser Clients, provide specialist Financial Planning advice and Investment services.
Working in a team of four, you will provide administrative support to circa 20 Partners (Financial Advisers), assisting them in the preparation and follow up of consultancy days and all they involve. Additionally, you will support the Client Experience Manager to manage a growing team of administrators to deliver an outstanding chargeable client administration support service to Partners. This enables Partners to spend more time with clients whilst the team take care of all administration and servicing. The role is half Admin support and half Team-Leading
Role Duties:
• Delivering an efficient and quality administration support function that has a bespoke feel
• Keeping Partners and clients updated on progress and flagging any concerns
• Supporting Partners to deliver the service proposition to clients
• Support the Client Experience Manager with the day to day running of the team to ensure that all activities are tasked and delivered against Partner and client expectations and service standards
• Working closely with the Client Experience Manager and Paraplanning Manager to deliver an integrated and seamless support service to Partners.
Building relationships with Partners and earning their trust and respect, so that they can rely on the team to do the right thing for them and their clients, is key to the success of this role and the Private Client Services function as a whole.
Required Knowledge/Experience:
• Experience managing and developing a client focused motivated team of administrators to deliver an outstanding client experience to Advisers and their clients
• Broad knowledge of investments and pensions and a thorough understanding of the financial advice process, internal and regulatory requirements
• Previous experience of delivering high level pension and investment administration
• Experience in dealing with high net worth clients
• Strong track record developing and maintaining good working relationships with clients, advisers and staff and able to build rapport quickly
• Proven track record of having challenging conversations and being able to influence at all levels
• Commitment to pass basic financial industry exam within 3 months of employment (internal exam).
Key Skills/Personal Attributes:
• Able to cover the manager’s role in their absence whilst continuing to deal with own work flow
• A commercial awareness of the cost of writing new business and delivering advice
• Able to demonstrate delivering a high quality and valued service to advisers
• Excellent verbal and written communication skills
• Excellent telephone manner
• Excellent organisation and prioritisation skills
• Excellent knowledge of Microsoft Office e.g. Word, Excel, PowerPoint & Outlook
• Ability to handle multiple tasks, work to tight deadlines & stay focused under pressure
• Team player but able to work independently & collaboratively with different teams
• Ability to follow processes & offer advice on where processes could be improved
• Solution orientated, self-motivated and able to work on own initiative
• Honesty, integrity and ability to maintain confidentiality
• Hard working and responsive to the need to deliver a high quality support service
• Attention to detail and high standards of work
• Understand the organisation's ethos, values and strategy.
You will be supported to grow and develop within the role to a Senior Manager or Paraplanner etc.
You will have 25 days (+8 Bank Holiday's) holidays, with an extra one day increase per full working year.
Please apply now if you'd like further
Partnerships Account Manager - Home-Services Tech Platform, Shoreditch
Partnerships Account Manager - Home-Services Tech Platform
Shoreditch
£28,000 - £40,000 DOE + Company Perks & Benefits
About Us
Our mission is to connect the world to services, on-demand. The market opportunity is huge, worth over $500B globally and we’re on our way to conquer it, solving some big problems along the way.
We’re a well-funded tech success story launched in London and expanding both nationally and globally. Our award-winning Apps offer consumers immediate access to 50+ services at the tap of a button. We’re expanding via partnerships with major retailers, insurance companies, energy providers and estate agents by providing them with elegant white-label solutions and access to a strong network of professional tradespeople across the UK and internationally.
Among our partners are First Utility, Amazon and Argos with other large insurance companies, energy companies and smart home manufacturers expected to go live later this year.
We love to hustle and getting stuff done with a lean and efficient team.
About the role:
We’re looking for a smart and dynamic individual with a background in account management, sales, recruitment or marketing agency to take on a highly diverse and stimulating role. As an Account Manager for our B2B clients, you will be:
+ Managing the communication with our clients once partnerships are up and running
+ Assisting our clients with operational needs by working with our Customer Support team to make sure jobs are fulfilled, complaint resolutions are resolved, etc.
+ Assisting them with them with software support including carrying out training sessions for their staff
+ Responsible for reporting internally and externally on performance against SLAs as well as key strategic, operational and product issues
+ Project-managing new service launches or product features required by clients
+ Creative and by understanding the client’s needs, come up with new ways to evolve and expand the partnership
The role has a unique combination of account management, sales, project management, operational and tech/software involvement and for the right candidate it will be a breath of fresh air and a unique opportunity to develop strengths unilaterally. To be successful in this role, the candidate will:
+ Have a background in account management, sales, recruitment or marketing agency
+ Work well in a small team with an agile approach to most things (it doesn’t mean disorganised but flexible and open to change)
+ Not need huge amounts of structure to carry out their role, rather prefers to take on a brief and then develop on it
+ Be great on the phone, via email and in person
+ Be great with Excel/Google Sheets and quick with numbers and metrics
Start Date
ASAP
Hours of Work
This role is for a full-time position Monday to Friday. Your normal hours of work will be 40 hours per week (excluding lunch breaks) with normal starting times each day between 08.00am and 10.00am.
As we are a small team, we may need your help and support out-of-hours and we’d like you to be reasonably available for consultation and intervention.
Location
You will be primarily located at our office in Shoreditch (East London) but as part of your role you will also be travelling around the UK to meet our clients and may be required to work from various locations.
Benefits
+ Competitive salary
+ Mac stuff
+ FREE gym membership
+ FREE breakfast and snacks
+ Cool office in the heart of Shoreditch
+ Fun social culture
Good luck!
Interested? Just Apply Below...
...But first, by applying you consent to your application being processed and passed to the recruiting client for review for this vacancy only in accordance with our Data Privacy Notice which can be found on our company profile and/or website. If you have any pre-application questions please contact us first quoting the job title & reference number. Good Luck. Team
Supply Source Quality Inspector, Erith
Supply Source Quality Inspector
Salary GBP30,000 - GBP32,000
Erith
Our client are a leading provider of solutions for weapon design, production and mounting requirements for Infantry, AFV, and Naval platforms. They are looking for a supply source quality inspector to join the quality team.
The role will be the approval-conformity-quality interface between the suppliers and the company Quality department. The role reports to the UK Quality Manager (QM)
Duties will include, but not limited to:
· The SSQI shall be responsible to confirm dimensional inspections of company sub-contracted manufactured parts, assemblies, and / or sub-assemblies in accordance with the associated Purchase Order, at the supplier premises. The SSQI will also confirm that all the relevant documentation, as applicable, is complete and acceptable; The means of control and calibration checks of inspection to the parts shall be agreed between the supplier and the SSQI
· The inspection shall be conducted in accordance to an agreed inspection sheet criteria, applicable engineering drawing(s), standards and the associated company purchase order(s)
· The SSQI will provide the Quality representation on behalf of the QM, as part of an embedded cross discipline team working within the Product Development Department
· Working with the Supplier Development Manager, the role shall encompass both the identification and evolution of new suppliers, as well as developing our current supply chain.
· Define and agree with the Quality Control Manager, key components that will be inspected at source, which will in turn allow a better use of internal resource at the company
· Collaborate with the supplier in the resolution of any issues
· In the event of non-compliance, analyse the problem with the supplier to identify the root cause and implement an application for a Production Permit or Concession as appropriate and the corrective action(s)
· The role will entail travel to various supplier facilities
· The inspector will be required to report the inspection accept / reject information directly to the Quality and Purchasing departments
· Support to the company Quality Engineering to identify in-process or supplier trends.
Essential Skills:
· Professional conduct and ethics to observe relations with suppliers and clients at all levels
· Ability to work independently
· Rigour and sense of responsibility
· Relational ease and ability to represent company
· Mechanical engineering qualification or experience
· Gained practical experience performing (in-process, where applicable) and final inspection(s) on parts, assemblies, and / or sub-assemblies
· Knowledge of manufacture methods
· Knowledge of ISO 9001:2008
· Experience and knowledge of ISO 10012
· A sound knowledge of BS 8888 of the key principles required to read & interpret engineering drawings
· Experience performing First Article Inspections (FAIs)
· Proficiency using Microsoft Word and Excel
· Report writing skills
· Identifying opportunities for continual improvement.
· Experience performing inspections in aerospace or military / defence
Audio Video Commissioning Engineer, Victoria
Our client, a leading Audio-Video Systems Integrator, are seeking a dynamic AV Commissioning Engineer to join the growing team. This will be a full time role for a dynamic self-starter based primarily in Central London.
The AV Commissioning Engineer’s duties will include but not be limited to:
• Meet the needs of clients using proven technology
• Support Project Manager in successful delivery of all projects
• Set up elements of the system to prove the concept
• Provide testing and commissioning of AV and BMS systems in both off-site and on-site environments
• Provide on-site commissioning and configuration programming of systems
• Follow and review system schematics
• Working with and providing design CAD schematics, ensuring systems are installed and working at optimum levels and to client expectations
• Fault finding systems and resolve issues associated with design and manufacture
• Conduct Factory Acceptance Testing (FAT) of systems in the production environment in line with in-house test plans.
• Complete Site Acceptance Testing (SAT) at client’s site which includes final adjustment of system prior to handover to client
• Provide user training to end client
• Liaise with suppliers and manufacturers to ensure technical knowledge is gained to successfully deliver projects.
Required Skills and Qualifications:
• Excellent technical knowledge and experience in Audio-Video Integration from all major brands incl. good working knowledge of Crestron, Lutron, KNX Systems
• Experience of BMS systems including TREND and BacNET would be an advantage.
• An up to date understanding of the AV marketplace including products and trends
• Certified training by relevant industry bodies incl: InfoComm, CEDIA, or CAI
• Degree in Electrical Engineering, Mechanical Engineering, Electronic Engineering, IT, or a Related Field preferred
• Self-motivated with effective and efficient time management
• Works well in a team environment or using own initiative
• Excellent verbal and written communication skills to engage with clients and in-house teams
• Excellent problem solving and troubleshooting skills
• A ‘Can do’ attitude to ensure project deadlines and KPIs are met
• Excellent organisational skills and the ability to work on multiple projects at any point in time
• Multi-tasking and ability to prioritise and work under pressure is essential
• Ability to understand project schedules and plans
• Good understanding of IT and networks
• Good CAD experience for the production of detailed schematics
• BIM experience an advantage
• Manual handling tasks will be required when necessary for moving equipment
The successful candidate will receive a competitive salary with pension, and 30 days holiday entitlement. Additionally he or she will be provided with a company phone, a laptop, and use of a company van.
The company has a pro-active approach to training and staff development therefore the successful candidate will receive extensive additional professional AVIXA and CEDIA training including annual research and development trips to trade conferences including ISE in Amsterdam and InfoComm in the
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