Total 150 job vacancies by Tate

** Property Manager **

IMMEDIATE START

• £30k-£38k based on exp
• Based in Ripley, Surrey
• The role will be full time 9am to 5pm role based at the office with occasional off-site visits

PREVIOUS EXPERIENCE IN LETTINGS/PROPERTY IS ESSENTIAL

Our client based in Ripley, Surrey, within the property/lettings industry, has a fantastic opportunity for an experienced Property Manager.

You will be working for a well-established, family run, letting business, covering a portfolio of rental properties.

The role will be administrative based as well as client facing, so exceptional customer service and communication skills is required.

Key duties include:

• Agreeing rates
• Dealing with calls / bookings / viewings
• Liaising with tenants / guarantors/ contractors - first point of call
• Overseeing all maintenance work and warranty repairs
• Database and inventory management
• Overseeing all Tenancy management
• Property inspections on site - plan and diarise
• Ensuring all properties meet regulatory requirements
• Supporting with all day to day office administration and ad-hoc duties

This is great opportunity for someone looking for an autonomous, varied and hands on role.

You will have excellent MS Office skills - excellent Word, Excel and Outlook is a MUST!

A strong communicator with a proactive approach is a must as you will need to chase people and tasks to completion - not wait to be chased. A high degree of organisation to manage time and tasks is also essential and good attention to detail is a must.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Bookkeeper **

Immediate start & interviews

• Salary upto £40k based on exp
• Office based - 9-5
• Free parking
• Based in Ripley, Surrey

Our client based in Ripley, Surrey, within the property/lettings industry, has a fantastic opportunity for an experienced Bookkeeper.

You will be working for a well-established, family run, letting business, supporting with all bookkeeping duties.

Job Purpose:

Maintaining financial records, preparing tax returns, and overseeing the financial health of the company. Preparing financial statements for review by the company's accountant.

Bookkeeper Job Duties:

• Recording financial transactions
• Handling accounts payable and receivable
• Completing tax forms
• Managing profit and loss statements and balance sheets
• Paying regular bills for the company
• Maintaining company ledger
• Handling client invoices by recording and approving or denying the payments
• Appropriately coding payables to prepare them for the accountant's input later
• Invoicing deliveries and paying vendors for their goods and services
• Maintaining office supplies by keeping an inventory and ordering new supplies as needed
• Preparing purchase orders in accordance with requests for materials
• Filing historical records and retrieving necessary documents as needed for others
• Recording cash receipts and handling bank deposits
• Maintaining petty cash
• Preparing information for auditors
• Keeping an annual company budget
• Providing administrative and clerical support as needed
• Additional bookkeeping duties as designated by management

Requirements

• A flexible attitude is an absolute must as you will be working in small knit team
• Highly organised with a proactive approach
• High degree of accuracy required and a great attention to detail
• Self-sufficient and not requiring management - you can manage your own workloads
• Problem solver and improver - if you can see an issue then propose a solution and help get it sorted (not just in the finance function but across the small business)
• Computer literate in MS Office and Xero (or similar accounting software), with strong Excel skills

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Control Room Salary £40,000 - Redhill

Are you looking to join a modern, forward thinking, and successful company based in Redhill?

You will play an extremely important support role for the business which is within their control room team. You will be responsible for monitoring operations at various business sites responding to various alarms including systems, intruder and fire alarms. If this sounds like it fits with your experience, please read on...

I have worked with this client for many years now and they have created a fantastic environment… The communications team are undertaking more and more work and therefore needs your help!

The Role:

• You will monitor the in-house security system.
• Monitor the telephone, radio systems and CCTV.
• Have constant communication with customers, authorities and employees.
• Recording all complaints and enquiries through the system.
• Raise emergency jobs and issue the relevant plans to the support teams engineers.
• 12-hour continuous shift rota working some evenings and weekends.

The Person:

• Ability to work at a fast pace and record all data accurately
• A calm nature and able to multitask
• Able to work alone and unsupervised and cope with competing demands and pressures
• You will have a working knowledge of Microsoft office systems.

The Benefits

• A wide range of discounted salary products to choose from
• Up to 10% Company Pension contribution (matched contribution scheme)
• Free parking
• 23 days holiday rising to a massive 27 days + Bank Holidays
• Bonus Scheme

This role is a great way to impart your knowledge and build your career. If this all sounds like a place you would like to be a part of please get in touch with me.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Contact Centre Manager

Hybrid Working - 37.5 hours per week

Based in Epsom.

A bit about the role: Operational management of the contact centre, overseeing the effective delivery of customer complaint handling, resolution, and support for customers who may be experiencing financial difficulties.

Duties:

• Leading and motivating the Contact Centre to optimise performance and encourage professional and personal growth.
• Fostering a positive work environment that encourages teamwork, collaboration, and continuous improvement.
• Overseeing the complaints handling process, ensuring issues are dealt with promptly and efficiently in compliance with relevant regulations and internal policies.
• Supporting the effective management of customers in financial difficulty by championing a customer-centric approach and ensuring high quality levels are maintained across the team.
• Establishing, monitoring and reviewing key performance indicators and service levels for the contact centre team.
• Conducting regular meetings with team members to discuss progress, share updates and plan future actions.
• Liaising with key internal teams, such as Quality Assurance and Compliance, to respond and adapt to changes in regulatory requirements
• Acting as the single point of contact for the Contact Centre for all key stakeholders across the business.
• Leadership of both the complaint handling and the customer collection process.
• Management of team performance, quality, trends identified through root cause analysis and areas of improvement across both services.

Key experience and skills:

• Strong team management skills with a keen ability to coach, mentor and develop staff under a fast-paced regulated work environment.
• In-depth understanding of Consumer Duty and complaint handling regulations.
• Excellent verbal and written communication skills.
• Competencies in project management and cross company collaboration.
• Proactive and self-motivated, able to work productively under your own initiative.
• Ability to develop and maintain strong relationships with team members, promoting an inclusive and positive working environment.
• Strong organisation and time management skills.
• Resilience and flexibility in pressurising work situations.
• Fostering a culture that enables team members to strive and grow.

Benefits:

• Hybrid working pattern is 2 days in the office and 3 days from a location of your choice.
• Pension scheme - matrix of options starting from 0% employee contribution. Increased employee contributions can take the employer contribution up to 15%.
• Bonus of up to 10% of salary per annum based on company performance.
• Life assurance of 10 x salary
• Private Medical cover via Bupa - single, partner/spouse and dependent children
• Income Protection Scheme
• 25 days annual leave plus bank holidays
• Employee Car Scheme
• Flexi Working Hours Scheme (if applicable)
• Employee Assistance Programme
• On site café, restaurant and gym, Perkz (voucher discount site), sports and social club
• On-site parking
• Two Volunteer days per year.

If this all sounds like a place you would like to be a part of, please get in touch with us asap.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Business Support Administrator **

IMMEDIATE START & INTERVIEWS

• Salary: £25K-£30K
• Great Benefits
• Permanent, full-time role based in the Farnham Office
• Flexible working, but no hybrid working

Our Professional services client based in Farnham, is looking for an experienced Administrator.

As a Business Support Administrator, you will play a pivotal role in ensuring the smooth functioning of the day-to-day operations within the Farnham office. You'll be responsible for overseeing administrative tasks, facility management coordination and providing support to the office. This role offers an exciting opportunity to make a real impact and contribute to the growth and success of our organisation.

Some key duties will include:

• Provide general administrative support to all divisions, including tasks such as monthly billing, filing, booking meeting rooms, providing holiday cover for service line administrators, and using the Business Support Helpdesk Ticketing system.
• Provide support with client onboarding, including the creation of client Letters of Engagement, adhering to Money Laundering procedures, and assisting in the conversion of clients
• Meet and greet office visitors
• Help with internal and external events

Requirements

• Previous administrative experience in a fast-paced environment
• GCSEs in Maths and English at grade 5 or above or equivalent
• Proven communication skills, both written and verbal
• Strong IT skills, specifically Microsoft Office Suite and able to pick up new IT packages very quickly
• Exceptional attention to detail
• A positive, confident and proactive attitude
• Enjoy working as part of a team and self-motivated

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Billings Analyst **

IMMEDIATE START AND INTERVIEWS

• £28k-£32k+ Annual Bonus
• Full support and Training will be provided
• Guildford Based
• Hybrid working

We are seeking a detail-oriented and analytical Analyst to join a great team based in Guildford, Surrey.

In this role, you will play a vital role in understanding and managing customers' energy costs requiring strong data analysis skills. You will collaborate with the invoice validation service, analyse and forecast costs associated with both fixed and flexible energy contracts, and provide excellent customer service.

Key Responsibilities:

• Analyse customer gas and power bills, identifying key components and charges
• Research and understand market trends and regulatory changes that impact energy pricing
• Track the impact of new fees and market fluctuations on customer bills, communicating these changes effectively to customers
• Develop and maintain accurate spreadsheets to analyse and track customer energy consumption data
• Respond to customer inquiries regarding their bills and energy usage
• Communicate effectively with suppliers to clarify any discrepancies or issues related to customer bills

Skills & Experience:

• Strong understanding of the Billings process (gas and power bills would be a distinctive advantage)
• Proficiency in Microsoft Excel, with the ability to create and manipulate complex spreadsheets to analyse contract data
• Excellent analytical and problem-solving skills
• Strong attention to detail and accuracy
• Excellent communication skills, both written and verbal
• Customer service experience with a focus on providing clear and professional communication
• Ability to work independently and as part of a team

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Business Development & Relationship Manager **

COMMERCIAL INSURANCE SECTOR

• Role location: Surrey (Godalming/Oxted)
• Competitive salary - £40K-£60K based on exp
• Upto 20% discretionary bonus scheme
• 5 hours per week
• A mix of customer visits, office working (once a week) and home working

Working for a highly regarded award-winning quality brand, you will be part of a vibrant, positive and customer focused team. We have an exciting opportunity for a Business Development & Relationship Manager focused on Commercial and Bespoke insurance.

As a Business Development & Relationship Manager, you'll play an important role driving business growth by identifying sales opportunities, building strong relationships with existing and prospective customers, and delivering tailored insurance solutions to meet their needs. You'll be responsible for managing an existing portfolio of customers and attracting new customers.

Working collaboratively within the Relationship Management Team, you will develop and implement plans that turn our significant market potential into new business. This will include utilising our existing CRM database but also creating new prospecting strategies.

Requirements

Highly motivated self-starter with a positive, team player and with a can-do attitude. Committed to learning and development and ready for the challenge of being part of a team, you'll thrive in this working environment. To apply for this role you should have:

• Live in or within easy reach of North Surrey and the M25 Surrey corridor
  * Proven UK general insurance sales experience, especially commercial
  * Experience of working in a face-to-face customer environment and holding client meetings
  * Experience prospecting for new clients
  * Effective negotiation skills
  * Full UK Driver's license

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Executive Assistant **

IMMEDIATE START & INTERVIEWS

Salary upto £48k based in exp

• Role location: Godalming, Surrey

• This is a fill time office based
• 37.5 hours per week - Monday to Friday 8.30am to 5pm

We are seeking an experienced Executive Assistant working for a highly regarded award-winning quality brand based in Godalming. You will be a highly motivated self-starter with a positive, team player and with a can-do attitude. It is essential you possess the confidence and sound judgement to take the necessary action.

Your responsibilities will include:

• Managing emails
• Managing calendar, including making appointments
• Answering phone calls in a polite and professional manner and dealing with them personally or routing calls as necessary
• Organising meetings, including scheduling, sending reminders
• Coordinating travel arrangements and creating detailed itineraries
• Reading and analysing incoming memos, submissions, and distributing them as needed
• Maintaining an organised filing system of paper and electronic documents
• Upholding a strict level of confidentiality
• Preparing reports, presentations, and briefing notes for the executive
• Handling personal tasks for the executive as needed
• You may also be asked to lead a small executive support team

Requirements

• Experience as a Personal Assistant to a senior manager/executive
• Comprehensive understanding of office management systems and applications
• Exceptional planning and time management skills
• Excellent verbal and written communication skills
• Discretion and confidentiality

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Executive Assistant **

IMMEDIATE START & INTERVIEWS

Salary upto £48k based in exp

• Role location: Godalming, Surrey

• This is a fill time office based
• 37.5 hours per week - Monday to Friday 8.30am to 5pm

We are seeking an experienced Executive Assistant working for a highly regarded award-winning quality brand based in Godalming. You will be a highly motivated self-starter with a positive, team player and with a can-do attitude. It is essential you possess the confidence and sound judgement to take the necessary action.

Your responsibilities will include:

• Managing emails
• Managing calendar, including making appointments
• Answering phone calls in a polite and professional manner and dealing with them personally or routing calls as necessary
• Organising meetings, including scheduling, sending reminders
• Coordinating travel arrangements and creating detailed itineraries
• Reading and analysing incoming memos, submissions, and distributing them as needed
• Maintaining an organised filing system of paper and electronic documents
• Upholding a strict level of confidentiality
• Preparing reports, presentations, and briefing notes for the executive
• Handling personal tasks for the executive as needed
• You may also be asked to lead a small executive support team

Requirements

• Experience as a Personal Assistant to a senior manager/executive
• Comprehensive understanding of office management systems and applications
• Exceptional planning and time management skills
• Excellent verbal and written communication skills
• Discretion and confidentiality

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Legal Secretary **

IMMEDIATE START - 6 MONTHS CONTRACT

• Upto £33k based on exp
• Immediate start and Interviews
• Based in Belfast
• Hybrid working - 2 days in office

A leading Professional Services firm based in Belfast is currently recruiting for an experienced Legal Secretary.

You will be working as a team to act as a point of contact for fee earners and the completion of their work, the role with undertake all aspects of the Legal Support Assistant role, and where appropriate, manage the workflow by utilising Administrative Assistants and Document Production, retaining ownership and accountability of all tasks through to completion. Provide a high quality, comprehensive workflow management and organisational service to fee earners in the group and exceptional client service

Duties:

• Manage the production of documents and check returned work produced by the Document Production team
• Taking and making client related calls, dealing with and handling message taking as appropriate.
• Manage Interaction and ensure new prospects, clients and contacts, activities and business development information are added.
• Responsible for keeping up to date with client specific protocols and processes, implementing, providing guidance and training to others where necessary and ongoing monitoring.
• Support fee earners in business development activities including the involvement in preparation of pitches and presentations, scheduling meetings e.g. tenders, directories, internal clients.
• Manage diaries, ensuring they are up-to date, anticipating requirements e.g. associated travel /accommodation bookings, meeting rooms, drafting itineraries, preparing agendas, preparing and circulating papers.
• Produce and maintain Excel spreadsheets as required.
• First point of contact for the team, dealing with queries and acting on initiative to provide exceptional client service, promoting and developing ownership within the teams.
• Arrange for the preparation and collation of internal sector newsletters and briefings.
• Arrange photocopying, printing, organising couriers, sending out letters, faxes etc.
• Receiving instructions via digital dictation for tasks and acting upon the same.
• Key point of contact for fee earners and clients to maintain relationships and ensure a high level of support is always provided by the team.
• Assisting fee earners with billing related tasks.
• Minute taking, following up designated actions to ensure completion ahead of the next meeting.

Requirements:

• Proven experience of managing client facing tasks and priorities, with a hands on, practical approach.
• Effective at investigating issues and seeing a problem through to conclusion.
• Conscientious, taking personal responsibility for own work and accountability for its delivery and quality.
• Excellent team player, sharing in team goals to provide excellent quality and efficiency of service, with a willingness to take on new responsibilities and challenges. Positive can-do attitude with the ability to adapt to change.
• Confidential and discreet but able to redirect information when appropriate to ensure areas of concern are resolved effectively.
• Well organised and methodical with excellent attention to detail, ensuring accuracy in all client communications and deliverables.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Customer Service Administrator Redhill - £25,000

Exciting Job Opportunity - HYBRID/Redhill - Permanent - Great Benefits - Onsite Parking (when in the office) - Friendly Team - Progression.

We are searching for someone that is looking to join a successful company based in Redhill and play an extremely important support role for the business which is within their customer service admin team. Maybe you have been working within another position incorporating customer service, this could be in either in a face-to-face capacity or in an office environment, if so this is the role for you.

I have worked with this client for many years now and they have created a very successful business… they are expanding, and therefore the customer service team needs your help!

The Benefits

• Great work life balance
• Chances to progress and further your career
• Generous holiday and well-being benefits
• Fantastic all-round benefit package
• Great pension

The Person:

• Strong Customer Service experience within any industry
• High attention to detail
• A hunger to learn and a drive to succeed
• Logical thinker and passionate about delivering a high level of customer service.
• Comfortable speaking to other businesses and relaying information accurately.

The Role:

• You will be on the front line of the business, understanding the needs of external customers who you will either call, or who call in to the company.
• Dealing with requests and updating the company system or forwarding onto the correct department.
• Resolving customer enquiries and being a champion for the company with regards to complaint handling.
• Investigating erroneous information internally and with external customers to come to a satisfactory resolution.

This role is a great career role and somewhere that hard work is rewarded, if this all sounds like a place you would like to be a part of, please get in touch with me.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Business Development Manager **

B2B - Automotive Industry

IMMEDIATE START AND INTERVIEWS

• Salary: £35k (£65K OTE)
• Hours: Mon to Fri: 8.30am to 5.30pm

• Based in Guildford, Surrey
• This is a fill time Office based role

Our client within the Automotive industry based in Guildford is seeking experienced B2B Business Development Manager.

Duties:

• Achieve and exceed individual sales targets to contribute to the site profitability
• Approach customers in a helpful, friendly manner to ensure that the initial meeting and greeting creates a positive impression
• Actively seek out new sales opportunities using proactive methods
• Building a rapport with corporate customers to understand their requirements in full, ensuring that all communication is professional and within a timely fashion
• Design and deliver tailored presentations aimed at the specific customers, covering key points raised during discussions such as model specification, competitor's comparisons, tax implications and cost of ownership.
• Design and implement a Customer contact and prospecting plan to increase sales opportunities for new and repeat business
• Keep up to date with product and accessories range
• Report and take appropriate action based on activity on a regular basis
• Offering integrated sales and aftersales solutions for local business customers, maximising the business potential within their area of influence and ensuring each customer receives excellent customer service.
• Arrange demonstrator test drives to fit with your customer's requirements.
• Adopt a flexible approach, enthusiastic and driven approach to achieving the financial goals of the business

Requirements:

• Capable of conversing with others pleasantly, clearly and effectively
• Knowledge of sales processes, including the ability to fully and accurately qualify customer needs
• Maintain up-to-date knowledge of customer legislation, regulations and trade practices as well as vehicle legislation as it affects the industry
• An ability to think quickly during a negotiation process
• High achieving, highly motivated team player with a desire to succeed
• Ability to plan and organise your own daily selling activity to secure new business
• Full UK driving license
• Computer literate in Microsoft packages

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Location: Guildford, Surrey.

Department: Financial Planning Team

Employment Type: Full time, hybrid working.

Salary: Circa £50k DOE with a superb benefits package.

We are thrilled to be partnering with one of the Uk's leading investment management companies with a 200 year legacy for building trusted advice on Wealth Management and Investments.

Due to expansion, they are looking for an experienced Paraplanner to join an existing team at their Guildford office to deliver an outstanding client experience. You will demonstrate excellent communication and people skills, together with the ability to develop good working relationships and coordinate across both operational departments and client facing teams.

The role involves providing technical research services to the Planners and ensuring the preparation of client advice is of the highest quality and delivered efficiently. The individual will be able to utilise their experience and thorough understanding of the advice process and suitability letter requirements, ensuring these are reflected in the work of the team.

Key Responsibilities of Paraplanner:

The Paraplanner will work closely with the Planners and wealth administrators to provide support by answering technical queries on areas such as tax, legislation and any products the clients may have or may need to help them meet their financial goals. The individual must also be conversant with preparing Voyant cash flow forecasts.

What core skills are required?

· Strong background in the Financial Services industry

· Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.

· Previous experience within an IFA or Wealth Management company

· Knowledge of paraplanning and client support processes and understanding of risk.

· A good working knowledge of Word, Excel, and PowerPoint and interest in the investment management industry.

· Familiar with Voyant software

· A good working knowledge of in-house systems e.g., Xplan, Fiscal, Pulse, Workflow is desirable but not essential.

· Ability to manage and delegate tasks quickly and work with limited supervision to tight deadlines. The ability to collaborate with others bringing people together to deliver good, client focused outcomes.

· Excellent attention to detail. Enthusiasm and self-motivation

· Good time management skills. Willingness to learn and develop communication skills.

· Strong demonstration and belief in the company's BID objectives

· Mentoring, training, and development of team members

· The fostering of a good working culture which is inclusive and encourages personal development.

The client supports hybrid working, with 3 days in the office and 2 days remote.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

Business Operations Executive x 3

IMMEDIATE START AND INTERVIEWS

• £25k-£30k+ Annual Bonus
• Full support and Training will be provided
• Guildford Based
• Hybrid working

Our client based in Guildford, is seeking 3 experienced Business Support Executives to join an expanding team.

You'll play a vital role in supporting customers throughout their entire journey, ensuring timely and high-quality service delivery. This includes managing customer portfolios (excluding sales) from onboarding to completion.

The role demands a fast-paced environment. You'll quickly become familiar with operational platforms, understand and follow internal processes, and take ownership of customer needs. Problem-solving skills and a "can-do" attitude are essential to overcome challenges and achieve positive outcomes.

About the candidate:

• You have a keen eye for detail, are analytical, and maintain accuracy under pressure.
• You are a self-starter
• You are a hardworking, reliable individual with a proven track record of delivering high-quality customer service
• You possess a "can-do" attitude and are willing to go the extra mile for customers.
• You demonstrate excellent communication, interpersonal, and organizational/time management skills
• You possess strong self-discipline, critical thinking skills, and a problem-solving mindset.
• You thrive in a collaborative environment and can effectively communicate with remote colleagues
• You are proficient in Microsoft Office Suite (Excel, Word, Outlook)

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.

** Legal Support Assistant **

IMMEDIATE START

• Upto £33k based on exp
• Immediate start and Interviews
• Manchester Based
• Hybrid working

A leading Professional Services firm based in Manchester is currently recruiting for an experienced Legal Support Assistant /PA.

You will be working as a team to act as a point of contact for fee earners and the completion of their work, the role with undertake all aspects of the Legal Support Assistant role, and where appropriate, manage the workflow by utilising Administrative Assistants and Document Production, retaining ownership and accountability of all tasks through to completion. Provide a high quality, comprehensive workflow management and organisational service to fee earners in the group and exceptional client service

Duties:

• Manage the production of documents and check returned work produced by the Document Production team
• Taking and making client related calls, dealing with and handling message taking as appropriate.
• Manage Interaction and ensure new prospects, clients and contacts, activities and business development information are added.
• Responsible for keeping up to date with client specific protocols and processes, implementing, providing guidance and training to others where necessary and ongoing monitoring.
• Support fee earners in business development activities including the involvement in preparation of pitches and presentations, scheduling meetings e.g. tenders, directories, internal clients.
• Manage diaries, ensuring they are up-to date, anticipating requirements e.g. associated travel /accommodation bookings, meeting rooms, drafting itineraries, preparing agendas, preparing and circulating papers.
• Produce and maintain Excel spreadsheets as required.
• First point of contact for the team, dealing with queries and acting on initiative to provide exceptional client service, promoting and developing ownership within the teams.
• Arrange for the preparation and collation of internal sector newsletters and briefings.
• Arrange photocopying, printing, organising couriers, sending out letters, faxes etc.
• Receiving instructions via digital dictation for tasks and acting upon the same.
• Key point of contact for fee earners and clients to maintain relationships and ensure a high level of support is always provided by the team.
• Assisting fee earners with billing related tasks.
• Minute taking, following up designated actions to ensure completion ahead of the next meeting.

Requirements:

• Proven experience of managing client facing tasks and priorities, with a hands on, practical approach.
• Effective at investigating issues and seeing a problem through to conclusion.
• Conscientious, taking personal responsibility for own work and accountability for its delivery and quality.
• Excellent team player, sharing in team goals to provide excellent quality and efficiency of service, with a willingness to take on new responsibilities and challenges. Positive can-do attitude with the ability to adapt to change.
• Confidential and discreet but able to redirect information when appropriate to ensure areas of concern are resolved effectively.
• Well organised and methodical with excellent attention to detail, ensuring accuracy in all client communications and deliverables.

Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.

Tate is acting as an Employment Business in relation to this vacancy.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.