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The Role Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations – Surrey based (1-year’s Operations experience) Martis Search are representing a Surrey based Asset Management company to hire a permanent “Asset Management IFA Client Services/ Client Administrator/ Retail Client Operations.” In-our-opinion, they are one of the best boutique Asset Managers to work for in the UK. In essence you will be fully responsible for the end-to-end Client Operations support process. For example, the majority of their external clients for this side of this business are “Independent Financial Advisors”(IFA’s) and Retail clients, both sets of clients are all based in the UK (with an 80:20 % split heavily in favour of IFA clients). The IFA’s will bring in and introduce their book of Retail clients to the company’s Investment platform and the team are now supporting a brand new asset class called MPS (Managed Portfolio Services). So, the person will have daily contact on the phone, email etc with the IFA’s and Retail Clients. The role is really broad and varied and covers: Processing of new business/ Client Onboarding (and closing of new accounts for reasons such as bereavement, moving to an fund) Transfers In, Transfers Out. Client Services (answering all related queries directly with the clients on the phone, or email, or post for example relating to their investments, Client Onboarding, Client Offboarding, Bereavements, Transfers In, or Transfers Out). Managing external Transfer Agent. Administrative duties - including opening post, allocating work, managing queries. Cash & Stock Reconciliations. Maintenance of client records. Preparation and sending out of welcome letters and packs. Client Money/ CASS processing. Working closely with key internal stakeholders such as Sales/ Relationship Management, Risk, Finance & Compliance. Related Project Management. The successful incumbent will process and administer the firm’s Fund Manager’s business in a timely and accurate manner. They will monitor, oversee and process funds business on their internal/external platforms. The company have a very healthy track-record and $ AUM to match. You must either be from an Asset Management, or Wealth Management background and have a minimum of 2-3 of the tasks responsibilities above and having worked within IFA Wealth Management Operations (with the willingness and aptitude to learn more and take on more responsibilities within the Operations role). The company offer a hybrid mix of working-from-home and also in-the-office, but for the initial first three months you will be expected to go into the office full-time for on-the-job training. This is an amazing opportunity for someone to work for a very successful Asset Management company and the firm is truly invested in career progression (i.e. after a period of time to potentially become an Operations Supervisor, or Manager, or move into another department such as Risk, Compliance, or Sales) and they also offer study support, i.e. IOC, IMC, CFA, or even Excel, VBA, or Python courses. As this role is client facing, you will need to have a genuine “customer focused” approach, be a genuine people person and “go-getter” with good interpersonal skills, in both verbal and written form (i.e. sending out accurate emails and letters every day). In addition, having an aptitude with numbers and Excel is really important. Lastly, you need to take ownership of all queries, both big, or small and be proud and “dedication to excellence” to follow-up every customers query, know when to escalate to management etc. About you: Excellent Communication and Interpersonal skills. Collaborative Team player Ability to prioritise workload and work to tight deadlines. Good problem solving skills Ability to handle difficult situations with tact and diplomacy. Good administrative and personal organisational skills Good numeracy skills Good IT skills / ability to use Microsoft Office and Excel Salary £27,000 k pa - £30,000 k pa (dependent on experience), plus very good benefits.
Overview Ornate i Ltd provides continuous support and good quality applications for admissions in higher education in the UK. We aim to deliver the best match between student needs and the Universities we partner with. We are seeking a highly organised and proactive Office Manager to join our team and contribute to our ongoing success. The Office Manager will be responsible for day-to-day administrative operations of our office. Duties · Day to day management and running of the office. · Develop, implement and manage the Health & Safety policy. · Ensure the office is organized, efficient, and well-maintained. · Manage the facilities and maintain security. · Ensure all staff and visitors have a comfortable and safe working environment. · Liaise with agents and maintain university communications. · Liaise with agents and proceed invoices for payment per the company’s policy. · Help to organise staff and marketing events. · Manage office supplies, equipment, and inventory, placing orders as needed. · Organise IT support. · Keep accurate records. · Report to the Head of the Admin team Experience Excellent organizational and time management skills; Strong written and verbal communication abilities. Proficiency in office software (e.g., Microsoft Office Suite, Google Workspace). Basic knowledge of bookkeeping and financial management. Ability to multitask and prioritize tasks effectively. Strong interpersonal skills and a customer service-oriented mindset. A level in business administration or a related field preferred but not mandatory. Experience in UK student recruitment or International student recruitment preferred but not mandatory. Join our team today and be part of a dynamic marketing environment where your skills will make a significant impact on our company's success. Job Types: Full-time, Permanent Pay: £35,000.00-£38,700.00 per year Additional pay: Bonus scheme Commission pay Performance bonus Yearly bonus Benefits: Company events Company pension Referral programme UK visa sponsorship Work from home Flexible language requirement: English not required Schedule: Monday to Friday Overtime Education: A-Level or equivalent (preferred) Experience: Office Management: 2 years (preferred) Work Location: In person Application deadline: 25/10/2024 Reference ID: Ornatei2024 Expected start date: 25/11/2024
The Care Coordinator will work as part of the care management team and will manage a caseload of clients under the supervision of the Registered Manager to ensure the smooth delivery of their care packages. The Care Coordinator will liaise with clients, their families or representatives, and community services in order to provide effective and well-managed care. They will be part of setting the high standard of care that we expect across the Company and will support care workers in their role. The Care Coordinator will be working closely with the Registered Manager and two other Care Coordinators. You will need to communicate effectively with your colleagues to ensure that all duties are completed accurately and efficiently. Job description Job Title: Care Coordinator Reports to: Registered Manager Duties and responsibilities Maintain full and complete knowledge of the clients: their care needs; care plans; assessments; schedule of care; regular carers. Maintain up to date care plans, risk assessments and client details. Attend meetings with clients, their families and/or representatives as required. Coordinate with local community teams (e.g. GPs, District Nurses, OTs) to support a holistic approach to care. Provide care, when required, to the standards expected of the Company. Quality assurance in the workplace. Care workers Support care workers in their role as required. Share in the mentoring responsibilities of new care workers. Assist with the training and supervision of care workers. Administrative Respond to emails in an effective and timely manner. Competency on Malinko scheduling software (our client management software – training provided). Competency on the Oncare (our digital care records software – training provided). Record phone calls on the phone log. Have full knowledge and understanding of the Company policies and procedures. Attend staff meetings and mandatory training Support the Registered Manager with ad hoc duties as required. Share the out of hour’s on-call duties (additional remuneration provided). Job Type: Full-time Pay: Up to £13.50 per hour Benefits: Company pension Referral programme Work from home Work days: Monday to Friday
Note - Knowledge of Russian is a must! Job Summary We are seeking a compassionate, reliable, and organized individual to serve as an Educational Guardian for international students studying in the UK. The Educational Guardian will provide support, care, and guidance to students while ensuring their well-being and academic progress. This role involves acting as a bridge between the student, their parents, and the school, helping students navigate life in the UK and ensuring they have a positive educational experience. Key Responsibilities Student Welfare and Support: Act as the primary point of contact for students, providing emotional and practical support. Complete all required school forms. Monitor the mailbox daily and inform parents of any relevant updates. Coordinate with our team to arrange tutoring and ensure the student has the correct link for lessons. Assist students in purchasing school uniforms and making any necessary purchases online. Ensure students' physical and mental well-being, addressing any issues that may arise. Assist with settling into the UK, including cultural acclimatization, local orientation, and understanding school routines. Communication and Liaison: Maintain regular communication with parents, updating them on their child's academic progress, well-being, and any concerns. Liaise with school staff, including housemasters/mistresses, tutors, and teachers, to monitor students' academic performance and behavior. Attend parent-teacher meetings (online), school events (occasionally), and other relevant appointments on behalf of parents if they are unable to attend. Academic Monitoring: Monitor students' academic progress by keeping in touch with schoolteachers and checking reports, ensuring they are on track with their studies and receiving necessary support. Arrange additional tutoring or academic assistance if required. Emergency and Crisis Management: Be available to respond to emergencies, such as health issues or disciplinary matters, ensuring appropriate action is taken promptly. Coordinate with medical professionals and schools in case of illness or injury, ensuring students receive proper care. Travel and Accommodation Support: Assist with travel arrangements during term breaks ,and if necessary weekends, including booking flights and organizing transport. Help arrange suitable accommodation during holidays, whether it be a homestay, staying with family, or supervised accommodations. Legal and Administrative Support: Assist students with opening bank accounts and obtaining their BRP card. Monitor visa status and ensure all necessary legal requirements, such as visa and immigration status, are up to date. Communicate with relevant team members if visa updates are needed and assist with the process. Assist with administrative tasks, such as registering with a GP and keeping in touch with the medical center when needed. Qualifications and Skills Knowledge of Russian and English is a must. Previous experience working with children or young adults, preferably in an educational or guardianship role. Strong understanding of the UK education system. Excellent communication and interpersonal skills. Ability to handle sensitive situations with discretion and empathy. Highly organized, with the ability to manage multiple responsibilities and prioritize tasks. Availability to travel for emergency reasons is essential. Personal Attributes Compassionate and caring, with a genuine interest in student welfare. Culturally aware and sensitive to the needs of international students. Reliable and trustworthy, with the ability to build strong relationships with students, parents, and school staff. Problem-solving mindset and ability to act calmly in emergencies. Working Conditions Flexible working hours, with the expectation of being available over the phone for emergencies Travel within the UK if required The role may involve some evening and weekend work from home to accommodate students' needs and schedules.
Job Summary We are seeking a Sales Coordinator (Cantonese Speaking / Part time / Freelance) to join our team in providing administrative support, sales and marketing activities and ensuring the smooth business operation. Company Background We are a solutions services provider in design, supply and installation of renewable energy specially building integrated solar panel system. Our focus has always been on meeting the long-term need for renewable energy solutions. We integrate the latest technology and systematic management to provide the solutions to exceed customer expectations both in quality and price. We are greatly honored to be a partner in our customers’ success by offering them flexible energy solutions. Key Roles and Responsibilities - Assist the business operation and preparation of company websites and the promotion tools - Manage office correspondence including emails and phone calls - Handle the sales enquiry and work together with Manager - Provide face-to-face, telephone and video interpreting services to Manager - Prepare and follow up on sales quotations and proposals - Maintain customer databases and update sales records - Work from home and Flexible working hour Qualifications - Degree holder in Sales & Marketing / Business Administration / Engineering / English Language / Translation and other equivalent - Proven experience as Sales Coordinator / Secretary / Administrative Assistant / Interpreter or in a similar role - Fresh Graduates or University students are also welcomed - Proficient in Microsoft Office applications - Strong organizational skills with the ability to multitask - Excellent verbal and written communication skills in English and Chinese - Cantonese speaking is must. Job Type: Part-Time / Freelance / Work from Home Pay: £11-14 per hour Expected Working hour: 40 hour per month Schedule: Monday to Friday Work Location: In Person
Category Manager with experience in leading various public sector procurement procedures, strong understanding of the Public Procurement Regulations 2015, commercial contracts and excellent IT skills with good knowledge of current category platforms, is required to join a well-established housing association. SALARY: £55,075 - £63,500 pro rata+ Generous Benefits (see below) LOCATION: Hybrid working - Mostly remote/working from home, with occasional attendance at the office in Ealing (W5) JOB TYPE: Full-Time, 12 Month Fixed Term Contract WORKING HOURS: 35 hours per week, Monday - Friday JOB OVERVIEW We have a fantastic new job opportunity for a Category Manager with experience in leading various public sector procurement procedures, strong understanding of the Public Procurement Regulations 2015, commercial contracts and excellent IT skills with good knowledge of current category platforms. Working as the Category Manager, you will join the growing procurement team as they strengthen the group’s procurement function. Within this role, you will be supporting several transformation projects. As the Category Manager you will support the Head of Category / Procurement Business Partner in implementing category strategies, oversee contract implementations and develop and maintain supplier and customer relationships. DUTIES Your duties as a Category Manager will include: Supporting the Head of Category / Procurement Business Partner in implementing category strategies. Additionally, you will take ownership of various sub-categories, leading end-to-end tender projects, managing framework agreements, and handling other relevant projects Work closely with Head of Procurement Operations to enable a smooth transition to the new procurement regulations and contract management system Oversee contract implementations, attend review meetings with internal stakeholders to ensure supplier performance meets agreed SLA’s, and provide solutions to contract-related issues Develop and maintain supplier and customer relationships according to the agreed strategy for a specific category or sub-category, following best practice contract management models Effectively coordinate Category Management activities to achieve team objectives, including monitoring tasks within the ECM portal in D365 and P2P Support the management and reporting on supplier performance, taking corrective actions where necessary Identification of Continuous Improvement opportunities within the Category and Contract Management Collaborate with the wider organisation and colleagues to ensure a consistent and compliant approach to procurement and contract management CANDIDATE REQUIREMENTS Degree qualified (or equivalent) with a desire to undertake a CIPS qualification Experienced in leading various public procurement procedures coupled with a strong understanding of the Public Procurement Regulations 2015 and forthcoming Procurement Act 2024 Experience in working on procurement transformation Good understanding of commercial contracts and terms and conditions Excellent communication skills (written & verbal) with the ability to influence stakeholders Experience of pre and post commercial administration of contracts and managing supplier performance The ability to manage projects (qualification in Project Management is desirable, not essential) Excellent IT Skills - good working knowledge of current category platforms as well as MS Office applications BENEFITS 25 days’ holiday (Plus Bank Holidays) increasing up to 28 days with 3 years of service Up to 8% contributory pension Flexible working Investment in your learning and development The organisation recognises that some people will only apply for a role if they meet 100% of role requirements. If this sounds like you, they’d still encourage you to apply should you not feel you meet the criteria 100%. APPLY TODAY JOB REF: AWDO-C12570