Professional Business Support
This is a superb opportunity for someone who is enthusiastic and innovative, to be part of the continuously evolving finance and property industry.
Located near to Milton Park, Holtram TLPI is a niche business, helping business owners to set up and manage their own company pension plan and investments.
Working within the business support team in our fast-paced innovative company, you will be responsible for maintaining the company workflow of new client applications. You will gain enviable experience of working with HMRC, Barclays Bank, The Pensions Regulator and Metro Bank.
We are proud to have a 5-star online rating from clients because of the excellent client service standards that we are achieving. Our fantastic team are responsible for this, and we expect new team members to have positive client outcomes and a 'can-do' attitude as the foundation of their approach to work.
Demonstrating sound work ethics, you will be providing high-level business support to the investment consultancy team and to senior administrators.
You should be a process-driven professional with a proven track record in implementing operational procedures, leading onboarding initiatives, and driving system adoption.
The ideal candidate will possess extensive expertise across a wide range of software and CRM platforms, and demonstrate a proactive, solutions-focused mindset when navigating system enhancements and changes.
SSAS investments are regulated by HMRC and therefore accuracy, trust and confidentiality are the core skills required.
The role will require you to multi-task, prioritise and focus on attention to detail. New business applications are to be processed effectively and accurately.
You must be detail oriented, have a knowledge of MS office, be articulate and due to frequent client interaction, you must have effective communication skills, both written and oral. You should have a mathematics qualification minimum grade C.
You should be able to work calmly and accurately under pressure, be punctual and reliable.
Although the role requires working with other teams in the company, you should also be able to work under your own initiative. Experience with CRM systems (Salesforce or similar is an advantage) will be required.
The company expects all team members to 'own' their position and to this end there is a requirement for you to take control of the role, to be responsible for making your role a success and most importantly to enjoy the working environment.
Skills: Proficient IT skills including Microsoft Office, Outlook, experience of CRM software, general maths qualification, minimum grade C, excellent communication skills, both written and oral, attention to detail and accuracy
Responsibilities:
* Application administration/submission
* Maintaining filing electronically and manual
* HMRC online system operations
* CRM input and updating at all points of contact (Clients and team members)
Personal traits:
* Confidential and trustworthy
* Ability to multi-task and prioritise
* Can do attitude
* Approachable & Friendly
* Ability to work under pressure & autonomously
* Ability of working within open plan office without distraction
* Driver's licence and own car
A little about our team and us…
Many of the team have been with us for over 5 years and enjoy working in our professional but fun environment.
Our team are respected and encouraged to take responsibility in a positive workplace. Employees learn a huge amount of property/finance/tax knowledge in our ever changing fast paced business.
We have been in the finance and property industry for over 22 years. We work with high net-worth business owners and property investors throughout the UK.
We are a 5-star rated market leader in a niche industry. Our google reviews are our testimony
We are recognised as a leading business in our specialised field of tax-exempt business and property investments.
Job Type: Full-time
Salary: £28,000.00-£31,000.00 per year
Schedule:
* Monday to Friday
Ability to commute/relocate:
* Didcot, Oxfordshire: reliably commute or plan to relocate before starting work (required)
Work Location: In person
Job Types: Full-time, Permanent
Pay: £28,000.00-£31,000.00 per year
Benefits:
* Company events
* Financial planning services
* Flexitime
* Free parking
* Sick pay
Ability to commute/relocate:
* Didcot: reliably commute or plan to relocate before starting work (required)
Application question(s):
* Will you take responsibility for making decisions and own your role after training?
* How confident, motivated and positive are you? Please give examples.
Education:
* GCSE or equivalent (preferred)
Experience:
* Administrative: 3 years (required)
Language:
* English (required)
Work authorisation:
* United Kingdom (required)
Work Location: In person
Reference ID: BST092023