Planning and Administration Specialist

2 weeks ago


Nottingham, United Kingdom Tate Full time
Company Overview:

Tate is a proud partner to its clients, supporting their growth through innovative solutions. This role offers the chance to join a dynamic team and contribute to the delivery of tax-advantaged investment solutions to the UK wealth management industry.

About the Job:

We are seeking a skilled Planning Administrator to join our Strategic Partnerships team. The successful candidate will have experience in administration or paraplanning, with strong organisational skills and attention to detail. As a member of our team, you will be responsible for supporting the organisation and management of events, webinars, and Salesforce campaigns, as well as providing periodic reports to the Executive Committee and sales management.

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, analyze data, and conduct competitor analysis.
• Support the organisation and management of events, webinars, and Salesforce campaigns.
• Provide periodic reports to the Executive Committee and sales management.

Benefits:

• Competitive salary: £35,000 - £40,000 (OTE), plus benefits.
• Opportunities for career advancement in a dynamic and supportive environment.
• Collaborative team culture.
• Comprehensive training and support.

This is a fantastic opportunity to grow your career with a reputable company.
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