People person jobs in United Kingdom - Page 8

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.

Cash Office Manager Applegreen, Welcome Break, Templepatrick, BT36 4RN Pay up to £26,000 Fantastic benefits & discounts, free parking & great career opportunities Welcome Break is part of the Applegreen Group and has five sites across Northern Ireland. Great head for business? Good with people? If you can stay cool under pressure, you could make it as a Manager at Welcome Break. Heading up your own unit, you’ll lead the team and drive profitable sales growth. In return, you’ll get bespoke training and support to develop your career with the potential to progress to more senior management roles. Make no mistake, the Manager role is demanding but if you have the right qualities and you’re up for an exciting challenge, we’ll help you reach your full potential. A Welcome Break Site Controller would ideally: Have a good track record managing a team and delivering results in a fast-moving customer service role. Be strongly business-focused with a desire to succeed. Be passionate about delivering exceptional customer service. Be an energetic people person who can inspire every member of your team. Be a good communicator, innovator, and problem solver. Have ambition to go far in their management career. Key benefits for Managers: Competitive salary 30 days’ holiday increase with service Contributory pension (after 3 months) Employee discounts (25% off onsite Subway, Burger King, Costa, Chopstix, to name a few) My Welcome Break discounts - savings at hundreds of retailers Structured career path and bespoke training Free on-site parking Family healthcare plan Generous discounts on hotel rooms for you and family members Due to responsibilities within the Manager role, applicants will need to be 18 years of age or over. About Welcome Break Welcome Break is one of the UK’s leading motorway service operators, running 59 service areas and 31 hotels across the UK. Working for Welcome Break is not what it may seem to our everyday customer. When you come into one of our sites you will recognise your favourite brands such as Starbucks, Subway, WHSmith, KFC, Pizza Express and Burger King, as well hotels under the Ramada and Days Inn brands. But what might come as a surprise is that we are all one team and that even with different uniforms, everyone works for Welcome Break. Our customers come from all walks of life and so do we. We are committed to hiring great Team Members from a wide variety of backgrounds ensuring that everyone feels respected, valued and celebrated for what they bring to our business. If you share our values and our passion for great customer service, your career could be Made at Welcome Break.