Some of the staff from the Punter Southall offices discuss what they are working on and why they chose Punter Southall Aspire.
We are seeking a Financial Planner to join our Oxford office. We are looking for a professional individual who will assist in achieving team and company targets, through the effective management of existing clients and the generation of new clients.
Already in a Financial Planning role, we would expect you to provide clients with high quality holistic retail investment advice to meet their needs, ensuring fair client outcomes whilst also expanding your client portfolio.
We are seeking a Financial Services Administrator to join our Oxford office. This role entails providing an effective, efficient and high quality administration service to clients and Financial planners.
This will include producing accurate and professional client documentation on a timely basis, ensuring all client documentation is dispatched accurately and in a timely fashion, and actively contributing to the enhancement of front office procedures, processes and ad hoc projects.
Punter Southall Aspire helps the next generation of thinkers (Sep 2018)
Our London City office is near the edge of the City of London and only a few steps away is the Sir John Cass Foundation primary school which has several hundred pupils on its roll.
We were recently very glad to be able to donate some PS Aspire water bottles and notebooks to the school to help the new Nursery and Reception pupil intakes.
Commenting, Head Teacher Miss Allan said: “Thank you so much for the donation. It is very much appreciated. At a time when budgets are tight for schools both the books and the water bottles have been greatly received. It is our intention for all Nursery and Reception children to be issued with new water bottles next term so thank you very much. Please pass on our sincere thanks to everyone at the company.”
Punter Southall Aspire staff will also be volunteering to read with pupils during lunchtimes, helping the next generation of thinkers.
Lord Mayor’s City Giving Day 2018
On the 25th September 2018 the Lord Mayor’s Appeal held its annual City Giving Day where firms based in the City of London could take part in various activities to raise money for the work of the Appeal.
The day’s activities included:
- A static bike cycling challenge at St Paul’s Cathedral
- A bake-off in the office
- A treasure hunt around the City
- A quiz evening hosted by Pinsent Masons
With so much to do, the whole team in our Leadenhall Street office really got involved!
Our cycling challenge riders managed a distance of 26937.63 metres and came 21st out of 68 teams – plus the challenge raised £310 for the Appeal.
The bake-off raised £184.12 with delicious contributions ranging from quiches to chocolate truffles, and sausage rolls to ginger biscuits! The Letter challenge raised £17.58.
The treasure hunt was a chance to chat to groups from other companies out and about round the City, and raised £125.00 in total from the teams taking part.
One of our teams came third in the quiz, which raised £150.00 from everyone taking part including nearly £500 donated on the night by all teams for a ‘raffle with a difference’.
CEO Steve Butler commented: ‘We were very pleased to get involved with the Lord Mayor’s City Giving Day for the first time this year, and it’s been great to see so many of our Leadenhall team taking on challenges like time-pressured cycling, or getting stuck into baking new recipes! We’re looking forward to taking part in next year’s CGD already, and raising funds for the charities the Lord Mayor’s Appeal supports.’
For more information on the Lord Mayor’s City Giving Day, visit The Lord Mayor's Appeal.
York get baking for Macmillan
Friday 28th September was the Macmillan World’s Biggest Coffee Morning.
Each year, Macmillan asks people all over the UK to host their own Coffee Mornings and donations on the day are made to the charity to assist with their research and support.
With last year’s coffee morning having raised over £27 million nationally, Punter Southall Aspire’s York office wanted to try and help make this year’s total even higher!
Donations of delicious baked goods were provided by all and sundry and the grand total at the end of the day was £48.50
Commenting on the fundraising, York-based Principal Caroline Gains said: ‘We love taking part in the Macmillan World’s Biggest Coffee Morning each year and knowing that we’re helping raise much-needed money to support everything that Macmillan does. This year’s cakes were a particularly tasty bunch and the winner of the unofficial bake-off competition was a Forest Fruits cake...I’m looking forward to next year’s selection already!’
More information about Macmillan’s World’s Biggest Coffee Morning is here: https://coffee.macmillan.org.uk/