Planning and Coordination Executive

4 days ago


Nottingham, Nottingham, United Kingdom Tate Full time
Key Responsibilities

We are looking for a Planning and Coordination Executive to join our team in Nottingham City Centre. As a key member of our Strategic Partnerships team, you will be responsible for maintaining databases and spreadsheets, analysing data, and conducting competitor analysis.

You will also support the organisation and management of events, webinars, and Salesforce campaigns. Additionally, you will assist in maintaining accurate records and providing administrative support as needed.

This is a unique opportunity to advance your career in a dynamic and supportive environment. You will have the chance to work closely with our experienced team to deliver tax-advantaged investment solutions to the UK wealth management industry.

Key skills and qualifications for this role include:

  • 2+ years of experience in an administration or paraplanner role
  • High proficiency in Microsoft Excel, Word, and PowerPoint


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