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Looking for a new career challenge? If you have great people skills, financial expertise and business acumen and love working as part a close team, please do get in touch..

Click the Job description below to find out more:

Job Title – Financial Services Administrator/Paraplanner

Job Location – London, UK

Employment Type – Full Time

Job Description

Augustine Financial Planning have an excellent opportunity for an experienced financial services administrator/paraplanner to join our team.


Role Requirements – Financial planning experience of the following essential:-

• Writing suitability reports

• Drafting client correspondence

• Compiling client review packs & valuations

• Review meeting follow up letters/actions

• Financial transactions/trades

• Client meetings

• Investments would be an advantage


Strengths

• Analytical – strong attention to detail

• Highly motivated and enthusiastic

• Fast learner

• Able to work independently and use initiative

• Personable and able to talk confidently with clients & colleagues

• Knowledgeable

• Very organised and able to organise others

• Focused on development and career progression


Qualifications

• Ideally achieved or studying for Level 4.

• Degree level education or equivalent



If you would like to apply for this role please send your CV to us:

 

Job Title – Operations Manager

Job Location – London, UK

Employment Type – Full Time

Salary – £50,000-£70,000 per annum

Job Description

Operations Manager / established City of London financial planning firm / any senior operations background from any industry considered / potential for some remote and flexible working.

Can you get things done, are you the energetic, ambitious and accomplished leader we are looking for who is going to play a significant part in our business?

We’re looking for someone who is going to make a really positive impact. In years to come we want to be able to look back and recognise your valuable contribution to growing our reputation and success.

This is a fantastic opportunity for an experienced business operations manager. This is a role with enormous potential and with plans to substantially grow our business in the next few years, your role will grow as we do. We would like to hear from anyone who currently holds a significant management role in the financial services, or any other professional services industry. Whilst experience of the workings of a small business would be advantageous, our key driver is to find the very best person we can for this role.

This is a chance to join a successful and well-established organisation in a role that carries considerable responsibility and potential. The successful candidate will have influence over most aspects of our business and will play their part in ensuring we achieve (or exceed) our business plans and objectives in line with the values and high ethical standards we apply to all our interactions. We require a commercially minded individual who will act as the integrator between the distinct elements of our business, will help lead and inspire our team, chair our senior management meetings and make an outstanding impact on our growing company.


Role Requirements

The key areas of responsibility of the role can be broken down into the following:

• Leadership

• Operations

• Project management

• HR

• Compliance

• IT

• Facilities

A full job specification is available on request.


Benefits

Company pension scheme, 25 days holiday plus bank holidays. Discretionary bonus, telephone, laptop.


Essential Skills

• At least 2-3 years business management experience from any professional services industry.

• Highly methodical, analytical, organised and disciplined.

• Excellent team management and leadership skills with the ability to lead, motivate, inspire and create a working environment that allows the team to thrive.

• Excellent communication skills; able to communicate at all levels.

• Passionate about delivering an outstanding client service and experience.

• A positive role model and good decision maker.

• Have the gravitas and authority to take on a role of this nature.

Keywords: Team Leader, Financial Planning Manager, Business Manager, People, HR, Human Resources, Values, Coaching, Supervisor, Integrator, Team, Business Plan, Projects, Compliance, FCA.


About Company

Located in the City of London, we are a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enable us to provide the individual attention our clients deserve. We use a unique planning approach that focuses on our clients’ total financial picture. Our process allows us to create coordinated and effective solutions, designed to preserve wealth, maximise financial potential and achieve long-term goals. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be.

We are using recruitment advertising specialists Recruitment Rebellion Limited to assist us with this vacancy. Please do apply through the advert and not to us directly as your application may be missed if you do. Please, no agencies.



If you would like to apply for this role please send your CV to us:

 

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