1 of 1 Permanent Back Office Jobs in Grantham

Castlegate's professional referral network, including lead processing and efficiency, prospect allocation, marketing and communications support, and related data analysis. Supporting the continued rollout of a new investment and back-office platform, including understanding and reviewing processes, assisting with bulk communications, providing team member and client support, and completing related administration. Conducting analysis and related administration to support … decisions, ranging from improvements to day-to-day processing and timescales, to an ongoing review into Castlegate’s investment management approach. Also, Providing line management to team members providing back-office and reception support, including regular performance reviews in line with our Talent Management Programme, capacity and resource allocation, recruitment, annual leave and sickness, grievances, and monitoring support … from Castlegate's various committees, including the Management Board, Operations Board, Investment Committee, Adviser Committee and Marketing Committee. Conducting ongoing data analysis, utilising both the Intelliflo system and future back-office systems, to support KPI dashboards, regulatory returns, regular Management Board reporting and ad-hoc information requests. Supporting the induction and onboarding of new team members. Supporting Castlegate More ❯