Job Opportunity: Planning Administrator
Salary - £28,000 - £30,000 basic, plus bonus - OTE between £35,000 - £40,000
Monday to Friday 9am - 5:30pm
Nottingham City Centre (Hybrid after training period)
Are you ready to take the next step in your career? We are a proud to be supporting our client who is seeking a dynamic individual to join a busy team of professionals spread across the UK. This is a fantastic opportunity to work in a high-growth environment, supporting the Strategic Partnerships team in delivering tax-advantaged investment solutions to the UK wealth management industry.
About the Role:
This highly varied role involves collaboration with multiple teams, including Sales, Investment Management, and Investor Relations. You will have the opportunity to work on a wide range of tasks, from data analysis and event management to preparing key documentation for clients and supporting strategic growth initiatives. The position is ideal for someone looking to develop their career, who is proactive and likes a busy fast paced role.
Key Responsibilities:
Deliver objectives as agreed with your manager.
Prepare Due Diligence Questionnaires, Product Information Packs, and reports for key client meetings.
Maintain databases and spreadsheets, analyse data, and conduct competitor analysis.
Support the organisation and management of events, webinars, and Salesforce campaigns.
Provide periodic reports to the Executive Committee and...