An excellent opportunity has arisen to join the Medair UK team as we are seeking a part-time Operations Support Officer to provide crucial support in a varied role. The post holder will be responsible for Medair UK s financial and office administration, including maintenance of the organisation s CRM database and some fundraising support. You will ensure the accurate processing and timely delivery of donor and financial information and acting as first point of contact for the organisation, you will be responding to supporter enquiries. You will also provide general office, and IT support to the Head of Operations. About Medair UK Medair is a Christian humanitarian organisation that responds to conflict, disease, and disaster so that the world s most vulnerable and hard-to reach people can live with dignity and hope. Medair UK is an affiliate of the Swiss-based humanitarian organisation, Medair International. Together, we work in some of the most remote and difficult places on earth, empowering people to build a better future. This year our teams in Sudan have remained operational, working under the most difficult conditions, and launched a new response in Chad to support those fleeing across the borders. In the Democratic Republic of Congo, we received global coverage as one of the first responders saving the lives of communities affected by Mpox and no lives were lost amongst those we treated. We also scaled up in Lebanon supporting at displaced communities affected by the conflict. In 2024 through our experienced national and international teams we helped 3,743,021 people across 13 countries. About you You will have experience of working in an office administration role, including financial processing and have proven experience with databases. You will be comfortable working with and prioritising high volumes of work. In addition to your experience of completing routine, complex tasks accurately and systematically, you will be able to maintain quality and attention to detail. Confident, polite and professional with excellent communication skills and the ability to work as part of a team, you will have strong planning and organisational skills, with experience of maintaining office and administrative systems Key Activities Donation Processing Responsible for the timely recording and processing of all incoming donations (including via our website, bank account, third party platforms and cheques) into the Medair UK CRM (Salesforce). Ensure all donors receive gift acknowledgements / thank you letters corresponding to each gift received. Maintain up-to-date records of donors, staff and other contacts in the Medair UK database. Process and record completed Gift Aid declarations and support in the regular reclaim of Gift Aid. Financial Administration Inputting of all financial data (income and expenditure) into Quick Books. Preparing and following up suppliers invoices for payment. Processing expenses claims. Managing the banking of income and supporter cheques. Support the Head of Operations to implement the month and year end reconciliation process for both Salesforce and Quick Books. Facilities & Office Management Act as first point of contact for the office and public enquiries, responding to incoming telephone calls and emails. Answer basic enquiries about Medair's work and distributing information to supporters and others as required. Manage and order office supplies, stationery and equipment. Maintain a clean, tidy and safe working environment, administrating risk assessments, H&S and fire safety procedures. Information Technology Ensuring the maintenance of the IT system and handling minor in-house IT technical issues for staff and volunteers. Liaising with the Global Support Office IT Helpdesk team to ensure the timely set up of IT for new staff and volunteers i.e. setting up email addresses, and relevant permissions. Ensuring that IT permissions are current, and that these are amended as and when staff and volunteers leave. Assisting with continuous improvements in Medair UK s use of IT. Engagement Support Supporting fundraising activities with data segmentation and the production of standard and custom reports in Salesforce Supporting the production and automation of email newsletter and appeals via Campaign Monitor Setting up new Salesforce campaigns with tailored reports and dashboards to track donations. Producing digital surveys and web-forms as required. Providing support to Medair s virtual events, including the technical administration of Zoom and pre and post event attendee administration. HR Administration Organising and co-ordinating staff and volunteer inductions ensuring that the induction checklist is completed. Supporting the Head of Operations with team training and organisational learning and development opportunities. Qualifications - DESIRABLE Vocational qualification in business or financial management / administration desirable Languages Excellent English (spoken and written). Experience / Competencies ESSENTIAL Experience of office administration / financial administration Experience of Microsoft Office solutions, including proficiency in Excel, Word, Internet and email use Experience of fundraising or other database(s), ideally Salesforce and Campaign Monitor Experience of finance packages Able to work to tight deadlines Capable planner with attention to detail for data quality, accuracy and consistency Clear spoken and written communicator Strong team player Ability to handle a wide and varied workload and work on own initiative Inspired by and in full agreement with Medair s Christian values and ethos Willing to contribute to the spiritual life of the team including prayer meetings Willingness to be flexible in terms of hours worked at occasional, but inevitable moments of crisis Experience / Competencies DESIRABLE Experience and proficiency in the use of Salesforce and Quickbooks Knowledge or experience in the HR, IT or Office Management disciplines Experience in charity sector Experience in relief / development work Understanding of Humanitarian Issues Contract Details: Part-Time (3 to 4 days/wk to be mutually agreed), permanent Salary: £28,900 (pro rated to agreed part-time hours) Closing date: Tuesday 21st April, 5pm. Interviews likely to be held on Wednesday 29th or Thursday 30th April. Workplace : Medair UK office is based in Kennington, London. There is possibility to adopt hybrid working, but with a minimum of at least 2 days in the office. Only those eligible to work in the UK can apply. NOTE : In order to maintain the organisation s Christian ethos, there is a genuine occupational requirement for the holder of this Medair UK position to be a committed Christian
02/04/2026
Full time
An excellent opportunity has arisen to join the Medair UK team as we are seeking a part-time Operations Support Officer to provide crucial support in a varied role. The post holder will be responsible for Medair UK s financial and office administration, including maintenance of the organisation s CRM database and some fundraising support. You will ensure the accurate processing and timely delivery of donor and financial information and acting as first point of contact for the organisation, you will be responding to supporter enquiries. You will also provide general office, and IT support to the Head of Operations. About Medair UK Medair is a Christian humanitarian organisation that responds to conflict, disease, and disaster so that the world s most vulnerable and hard-to reach people can live with dignity and hope. Medair UK is an affiliate of the Swiss-based humanitarian organisation, Medair International. Together, we work in some of the most remote and difficult places on earth, empowering people to build a better future. This year our teams in Sudan have remained operational, working under the most difficult conditions, and launched a new response in Chad to support those fleeing across the borders. In the Democratic Republic of Congo, we received global coverage as one of the first responders saving the lives of communities affected by Mpox and no lives were lost amongst those we treated. We also scaled up in Lebanon supporting at displaced communities affected by the conflict. In 2024 through our experienced national and international teams we helped 3,743,021 people across 13 countries. About you You will have experience of working in an office administration role, including financial processing and have proven experience with databases. You will be comfortable working with and prioritising high volumes of work. In addition to your experience of completing routine, complex tasks accurately and systematically, you will be able to maintain quality and attention to detail. Confident, polite and professional with excellent communication skills and the ability to work as part of a team, you will have strong planning and organisational skills, with experience of maintaining office and administrative systems Key Activities Donation Processing Responsible for the timely recording and processing of all incoming donations (including via our website, bank account, third party platforms and cheques) into the Medair UK CRM (Salesforce). Ensure all donors receive gift acknowledgements / thank you letters corresponding to each gift received. Maintain up-to-date records of donors, staff and other contacts in the Medair UK database. Process and record completed Gift Aid declarations and support in the regular reclaim of Gift Aid. Financial Administration Inputting of all financial data (income and expenditure) into Quick Books. Preparing and following up suppliers invoices for payment. Processing expenses claims. Managing the banking of income and supporter cheques. Support the Head of Operations to implement the month and year end reconciliation process for both Salesforce and Quick Books. Facilities & Office Management Act as first point of contact for the office and public enquiries, responding to incoming telephone calls and emails. Answer basic enquiries about Medair's work and distributing information to supporters and others as required. Manage and order office supplies, stationery and equipment. Maintain a clean, tidy and safe working environment, administrating risk assessments, H&S and fire safety procedures. Information Technology Ensuring the maintenance of the IT system and handling minor in-house IT technical issues for staff and volunteers. Liaising with the Global Support Office IT Helpdesk team to ensure the timely set up of IT for new staff and volunteers i.e. setting up email addresses, and relevant permissions. Ensuring that IT permissions are current, and that these are amended as and when staff and volunteers leave. Assisting with continuous improvements in Medair UK s use of IT. Engagement Support Supporting fundraising activities with data segmentation and the production of standard and custom reports in Salesforce Supporting the production and automation of email newsletter and appeals via Campaign Monitor Setting up new Salesforce campaigns with tailored reports and dashboards to track donations. Producing digital surveys and web-forms as required. Providing support to Medair s virtual events, including the technical administration of Zoom and pre and post event attendee administration. HR Administration Organising and co-ordinating staff and volunteer inductions ensuring that the induction checklist is completed. Supporting the Head of Operations with team training and organisational learning and development opportunities. Qualifications - DESIRABLE Vocational qualification in business or financial management / administration desirable Languages Excellent English (spoken and written). Experience / Competencies ESSENTIAL Experience of office administration / financial administration Experience of Microsoft Office solutions, including proficiency in Excel, Word, Internet and email use Experience of fundraising or other database(s), ideally Salesforce and Campaign Monitor Experience of finance packages Able to work to tight deadlines Capable planner with attention to detail for data quality, accuracy and consistency Clear spoken and written communicator Strong team player Ability to handle a wide and varied workload and work on own initiative Inspired by and in full agreement with Medair s Christian values and ethos Willing to contribute to the spiritual life of the team including prayer meetings Willingness to be flexible in terms of hours worked at occasional, but inevitable moments of crisis Experience / Competencies DESIRABLE Experience and proficiency in the use of Salesforce and Quickbooks Knowledge or experience in the HR, IT or Office Management disciplines Experience in charity sector Experience in relief / development work Understanding of Humanitarian Issues Contract Details: Part-Time (3 to 4 days/wk to be mutually agreed), permanent Salary: £28,900 (pro rated to agreed part-time hours) Closing date: Tuesday 21st April, 5pm. Interviews likely to be held on Wednesday 29th or Thursday 30th April. Workplace : Medair UK office is based in Kennington, London. There is possibility to adopt hybrid working, but with a minimum of at least 2 days in the office. Only those eligible to work in the UK can apply. NOTE : In order to maintain the organisation s Christian ethos, there is a genuine occupational requirement for the holder of this Medair UK position to be a committed Christian
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
03/10/2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
02/10/2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
