Job Description:
Our client, a leading UK-based fund manager, is currently seeking an Operations Oversight Analyst to join the Operations team based in either Edinburgh or London. This is a fantastic opportunity for someone who has investment operations knowledge across a range of investment instruments, fund types and products.
Skills/Experience:
Experience working within investment operations
Organisational skills, can demonstrate ability to meet deadlines and undertake and manage multiple tasks
Team player
Strong attention to detail
Excellent written communication skills
Experience in producing MI and regular reporting
Core Responsibilities:
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives.
NAV oversight related tasks.
Complaint handling – ensuring regulatory requirements are met in the management of client complaints.
Oversight of fund audit process and completion of fund audit related activity.
Oversight of custody markets and eligible markets including liaison with Front Office and custodian.
Oversight of retail client AML & KYC documentation and processing.
Other Operations related activity.
Investigate and resolve day to day operational queries, issues and incidents across a range of services provided by third party providers.
Ongoing oversight of third-party administrator.
Prepare and maintain procedures, processes and controls documents, ensuring all procedures and checklists remain up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16022
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have experience in investment operations with a passion for financial services?
Our client, a reputable financial services firm, is looking for a dynamic Investment Operations Administrator to join their Edinburgh team on a permanent basis.
In this role, you’ll be the go-to support for Investment Managers, Portfolio Managers, and clients, handling administrative tasks and ensuring smooth operations across the board.
Essential Skills/Experience:
Experience gained working in an investment operations role within Wealth or Investment Management
Excellent stakeholder management skills and the ability to engage with clients, Professional Advisers, Investment Managers, product providers and internal stakeholders
Passion and energy to deliver successful outcomes for advisers and clients
Excellent organisation, planning and prioritising skills
Strong attention to detail
Core Responsibilities:
Answer & respond to client queries on the phone and email
Initiate incoming and outgoing transfers, keeping the Investment Manager/ Portfolio Manager updated with progress regularly
Liaise with appropriate teams for the effective onboarding of new clients
Instruct internal transfers of cash and stock from one portfolio to another
Complete client KYC data amendments and account amendments
Assist with meeting preparation, including printing and binding client and introducer reports and presentations
Complete payment instructions from clients, including taking payment instructions and arranging call backs to clients, if required
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16038
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Data Entry and Record Keeping - Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines.
Document Management - Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow.
Communication Support - Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike.
Appointment Scheduling - Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively.
Assistance with Reports and Presentations - Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports.
Meeting and Minutes Support - Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively.
Training:Delivery Method
14 online sessions delivered on Thursday morning
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
End-Point Assessment (EPA):
Knowledge test
Portfolio based interview
Project presentation
Training Outcome:The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday: 8.30am - 4.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
Data entry and record keeping:
Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines.
Document management:
Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow.
Communication support:
Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike.
Appointment scheduling:
Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively.
Assistance with reports and presentations:
Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports.
Meeting and minutes support:
Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively.Training:Delivery Method
Attendance at college will be required one morning session per week
Apprenticeship session to assist with portfolio building and preparation for End Point Assessment
Training Outcome:
The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.
Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday, 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
Data Entry and Record Keeping - Accurately and efficiently enter data into company systems, whether for HR, finance, client records, or other key areas. This includes updating contact details, logging completed tasks, and maintaining records related to ongoing projects. Attention to detail is essential to avoid errors and ensure that all records are current and compliant with data protection guidelines
Document Management - Assist in the creation, organisation, and archiving of documents across the business. This includes helping to establish and maintain filing systems (both electronic and paper-based) that enable easy retrieval and secure storage of information. You will help with the process of digitising files and categorising documents to improve accessibility and workflow
Communication Support - Handle inbound and outbound communications, such as answering phone calls, directing enquiries, and managing emails, ensuring messages reach the right team members promptly. Polished verbal and written communication skills are essential here, as you will often be the first point of contact for service users, suppliers, and internal staff. Developing this skill will help to build rapport with colleagues and clients alike
Appointment Scheduling - Coordinate and schedule appointments, meetings, and other team activities, managing calendar systems to avoid scheduling conflicts. This includes sending out invitations, booking rooms, and preparing meeting agendas when required. Learning to manage time efficiently and prioritise tasks will ensure that all necessary appointments are organised and that any last-minute changes are communicated effectively
Assistance with Reports and Presentations - Support in preparing reports, spreadsheets, and presentations by gathering relevant information and creating visually clear and informative documents. You may be responsible for initial data gathering, drafting summaries, and helping team members refine presentations. This responsibility will enable you to understand the requirements for formal documentation and support the team in delivering high-quality, impactful reports
Meeting and Minutes Support - Assist with the preparation, organisation, and documentation of meetings by taking accurate notes and minutes. This includes setting up meeting rooms, distributing agendas, and ensuring all relevant materials are available. You will be responsible for recording key discussion points, actions, and decisions made during meetings, then formatting and distributing minutes in a clear and professional manner. Developing this skill will enhance your attention to detail, active listening, and ability to summarise complex information effectively
Training:Delivery Method
14 online sessions delivered on Thursday morning
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
End-Point Assessment (EPA):
Knowledge test
Portfolio based interview
Project presentation
Training Outcome:The chance for the right candidate to develop into a confident and competent Administrator within Rushcliffe Care Group.Employer Description:Rushcliffe Care Group is a leading provider in adult social care across the country, operating in over 20 sites specialising in private rehabilitation hospitals, specialist nursing homes, brain injury rehabilitation and learning difficulty services.Working Hours :Monday - Friday: 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental,Patience....Read more...
To provide a front of office service to parents, children, visitors and staff alike, assisting with office duties commensurate within the school environment
This will require using the school’s IT systems, answering phones as well as supporting the Senior Leadership Team
To ensure the school office is kept tidy, organised and in good order at all times
Reception duties, answering routine telephone and face-to-face enquiries and signing in visitorssystems i.e. Arbor, School Census, online payment systems
Routine financial administration such as collection of dinner monies/school trips and clubs
Providing information and advice in relation to Free School Meals
To ensure the school newsletter is completed and issued on time.
To ensure the hot meals ordering and payment system is administered successfully
Communication with parents and other services - letters, emails, text messaging service
General clerical tasks, such as filing and photocopying
Support the administration of all pupil-related tasks including registers, absences
FSM, holiday requests and collate information in preparation for School Census return
Training:
Business Administrator Level 3 Apprenticeship Standard
18 months duration
Once a month visits and reviews - onsite
Training Outcome:
There may be the potential for full-time employment upon successful completion of the apprenticeship, for the right candidate
There will also be support given if the successful candidate wanted to progress onto University or gain a full-time B.A role after completing the apprenticeship
Employer Description:Cann Bridge School is a registered Plymouth City Council Local Authority maintained special school for children and young people aged 3 to 19 years. Located in Estover, Plymouth, learners travel from Plymouth, Devon and Cornwall to learn, with capacity for 108 learners.
The school is designated as one for children and young people with complex needs; with their cognition and learning needs identifying a severe learning difficulty. Most learners have complex communication and interaction needs, including those identified as part of a specific learning difficulties associated with Downs Syndrome, Autistic Spectrum Condition, physical disabilities or a complex medical condition. All learners have an Education, Health and Care Plan.
The school is purpose built and opened in September 2012 on the Tor Bridge Partnership site. The partnership consists of four individual schools which are Tor Bridge High, Tor Bridge Primary, Plym Bridge Nursery School & Children’s Centre and Cann Bridge.
Our mantra is ‘We Cann’! We have high aspirations for each and every one of our learners. Our dedicated and committed staff team focus on what our learners can do, supporting the development of learner’s communication and independence skills from the earliest of years through our Pathways to Independence Curriculum. Our pedagogy aims and gives focus to preparing learners for their best possible futures.Working Hours :Monday - Friday, between 08:30 - 16:00.
Actual times to be discussed at interview.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate.
You will be required to keep a log of each phone call received and the action taken.
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion.
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required.
You will also be expected to open new files, both on Case Manager and a hard copy of the file.
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm.
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies.
You will be required to place orders for new stationery as required.
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion.
Training:
Business administrator (level 3) Apprenticeship Standard.
Equal to A level.
All teaching & learning will be delivered remotely at your place of work.
Training Outcome:Potential full-time role upon successful completion of the apprenticeship.Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate
You will be required to keep a log of each phone call received and the action taken
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required
You will also be expected to open new files, both on Case Manager and a hard copy of the file
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies
You will be required to place orders for new stationery as required
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion
Training:
Business Administrator (level 3) Apprenticeship Standard
Equal to A level
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate
You will be required to keep a log of each phone call received and the action taken
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required
You will also be expected to open new files, both on Case Manager and a hard copy of the file
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies
You will be required to place orders for new stationery as required
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion
Training:
Business administrator (level 3) Apprenticeship Standard
Functional Skills in maths and English if required
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
You will be required to welcome both new and existing clients to the office when they arrive and provide any refreshments to such visitors if necessary.
Telephone calls:
You will be required to take incoming telephone calls to the office, with such calls being from a variety of people, such as new clients, existing clients, estate agents, other solicitors etc.
You will be required to assist where possible (although you will not be expected to, neither permitted to, give any legal advice) and transfer telephone calls or take messages if appropriate.
You will be required to keep a log of each phone call received and the action taken.
Emails:
You may also receive a variety of emails from people such as new clients, existing clients, estate agents, other solicitors etc.
You will not be expected to reply to those emails unless instructed to do so, and your responsibility will be to ensure that the email is forwarded to the relevant person in a timely fashion.
Typing:
You will be required to provide backup to the two senior secretaries and will be required to type a variety of letters or produce other such legal documents as may be required.
You will also be expected to open new files, both on Case Manager and a hard copy of the file.
Banking:
You will be required to go to the bank on a daily basis to pay in cheques and cash received on behalf of the firm.
Stationery:
You will be expected to check the office stationery levels (at least once a week) to ensure that the office has sufficient supplies.
You will be required to place orders for new stationery as required.
You will also be required to receive all new stationery orders and to put away the supplies in a timely fashion.
Training:
Business administrator (level 3) Apprenticeship Standard
Equal to A level
All teaching & learning will be delivered remotely at your place of work
Training Outcome:
Potential full-time role upon successful completion of the apprenticeship.
Employer Description:Kew Law LLP is a firm of Solicitors with 8 offices based throughout Essex. The firm practices in many areas of Law. At Kew Law they believe the most valuable resource a firm can have is not its IT, client base or contacts but the people within the firm. The people reflect a company’s ethics and principles and the people at Kew Law are hardworking and willing to go the extra mile for a client. As a result they offer a wide range of services which are professional, responsive and competitively priced.Working Hours :Monday - Friday, 9.00am - 5.30pm, with 1-hour for lunch.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: The WTI Field Resource Foreman (Foreman) oversees and performs the safety, efficiency, and quality of the WTI field service business. Safety is our primary priority and will be embedded into every discussion, meeting, and project. As the clear and established leader of the WTI crew, the Foreman is focused on safety, crew management, and efficient execution of all WTI projects assigned within their respective region. It is the Foreman's responsibility to deliver timely service to all WTI customers and manage exposure to risks.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Conduct the daily onsite safety brief before the start of the WTI project with the Sales Rep, customer, and the WTI crew. Inspect and ensure all surroundings, equipment, and tools and identify and discuss any safety concerns. Complete the Daily Hazard Analysis form and submit it to the Supervisors as applicable. Foreman also ensures that all technicians complete Daily Hazard Analysis. Ensure all project communication is completed before the start of any WTI project. This includes but is not limited to communication with: WTI Field Resources Supervisor (Supervisor) daily and before starting new projects (ensure any/all communication with the Sales Reps is also shared with the Supervisor. Sales Rep weekly and/or as needed and before new projects. WTI crew members will discuss the scope of work, daily tasks, and the overall schedule. Customer/Client (as needed or required by the Sales Rep) daily and/or weekly. Efficient management of projects will include managing the crew's start and end times, daily productivity (hours, man-days, etc.), and ensuring tools and materials are available to complete the assigned project safely and efficiently. Complete the project per the approved scope of work or specification and after issuance by the Supervisor. Using a designated company-mandated reporting tool, the Foreman will complete an end-of-day and/or end-of-project walk-through to ensure the quality of workmanship and address any punch list items before leaving the job site. These items will include updates on work performed, materials consumed (T&M projects), and supplies purchased. Ensure all WTI Field Resources Reps (Field Reps) have a professional appearance and customer interaction while completing services for a customer. Responsible for ordering, tracking, and monitoring inventory and ensuring quarterly cycle counts are completed and submitted timely. Provide pricing for self-performing projects over $12,500. Submit all proposals of over $20,000 to the Supervisor for review and approval before submitting them to the GS Administrator for logging and distribution to the Sales Rep. Monitor and manage the Field Reps. Consult with the Supervisor to take appropriate steps or corrective measures to resolve employee work-related issues and necessary documentation. Work with the Supervisor to elevate the issues to HR as required. Coordinate with the Supervisor to create project schedules. Review time reports daily and make necessary corrections with the admin team. Attending all appropriate calls, meetings, and trainings. Perform any other duties and/or projects as required or assigned by the Supervisor or Regional Business Manager.
OTHER SKILLS AND ABILITIES:
Ability to travel out of town, including overnight stays. Must have reliable transportation and a valid driver's license. Ability to work weekends and/or holidays when needed. Ability to pass a pre-employment drug test. Ability to read, write, and speak English. 30-hour OSHA certification Registered Roof Observer (RRO) preferred but not required. Minimum of five years of experience in the roofing industry. Must be thoroughly familiar with built-up, EPDM, PVC, and other forms of low-slope roofing systems, as well as metal and other steep-sloop roofing systems, and how to repair them properly.
The salary range for applicants in this position generally ranges between $53,000 and $65,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law. Tremco offers a variety of benefits to its employees, including but not limited to: health insurance, paid time off, 401(k) with company match, Company Pension Plan, and continuing education. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
The following are the core responsibilities of the Administration / Rota Clerk. There may be, on occasion, a requirement to carry out other tasks; this will be dependent upon factors such as workload and staffing levels:
Supporting the management team in their day-to-day operations of the practice, ensuring staff achieve their primary responsibilities.
Rota clerk to facilitate efficient and effective staff and premises usage and adjust where necessary to cover for day-to-day changes ensuring the patients are informed where necessary.
Utilising and monitoring IT programmes to keep HR, organisational functions, practice policies, safety alerts, etc. up to date.
Attend, participate and take meeting minutes for the various team meetings held internally or externally to the practice.
Providing admin support for the team where required.
Provide support for elements of QOF, compliance with CQC regulations and standards, etc.
Supporting the practice with recruitment including pre-employment checks and DBS.
Organising, monitoring, and maintaining a robust staff induction, training and appraisal programme.
Supporting the management team with the clinical system, ensuring IT security and IG compliance at all times and responding to and resolving all local IT issues.
Updating and acting as the focal point for the practice website and social media sites.
Supporting the practice in managing and highlighting issues with services e.g., cleaning, gardening, window cleaning, building faults, etc.
Work on reception desk on a rota basis with other colleagues.
Liaise with both internal and external agencies.
To provide office cover to support the clinical team.
Process changes to patient registration, deduction of record and new patient registration.
Input data into the patients’ healthcare records as necessary.
Answer incoming phone calls, transferring calls or dealing with the callers’ requests appropriately.
Welcome patients and visitors to the organisation, directing requests appropriately.
Always maintain a clean, tidy, effective working area.
Support all clinical staff with general administrative tasks as requested
This list is not exhaustive.Training:As a Business Administration Apprentice, you will complete the following qualifications as part of your Apprenticeship:
Level 3 Business Administrator Standard Apprenticeship
Level 2 Functional Skills in maths and English if not already achieved
You will also develop the skills, knowledge and behaviours required to work within an office environment
This apprenticeship is delivered in the workplace and 20% of your working time will be dedicated towards training and learning new skills
You will be allocated a tutor who will provide you with personal support and assessment at pre-arranged times
Assessment is through a variety of methods including observations in the workplace, witness testimonies, product evidence and professional discussions
All evidence will be logged to your electronic portfolio
Training Outcome:Great prospects for progression to a permanent Assistant role for the right candidate.Employer Description:"Providing outstanding care and promoting a healthy future for our community"
Bankfield Surgery is a kind caring practice located at the heart of the Elland Community, close to the M62. We are a training practice and have a dedicated team of staff and Practice Champions to help to improve the health, wellbeing and lives of the patents we care for.
‘Our surgery is part of the Calder and Ryburn Primary Care Network’Working Hours :Monday to Friday. 37.5 hours. Shifts to be confirmed at interview.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Non judgemental,Patience,Confidentiality,Proactive,Willing to learn,Flexibility,Ability to work under pressure....Read more...
Key Responsibilities:
Training Programme Administration:
Course Delivery and Setup: You will be heavily involved in the logistics of training delivery. This involves confirming course dates, liaising with training venues and ensuring the appropriate trainers are available
Post-Training Documentation: After courses have been completed, youll ensure that course participants receive their certificates and any other relevant documentation in a timely manner, and you will maintain a record of qualifications and certifications for future reference
Client Engagement and Relations:
Client Support: Your role will involve direct interaction with clients and individuals seeking to improve their qualifications. Youll need to be responsive to client needs and provide assistance with course registration, preparation, and follow-up inquiries
Customised Training Solutions: In some cases, clients may request bespoke training packages tailored to their specific needs. Youll assist with these requests by liaising with trainers, gathering information about client requirements, and preparing tailored training schedules and materials
Internal Coordination:
Team Liaison: You will act as a liaison between different departments, ensuring trainers, course administrators, and management are aligned on training schedules, client needs, and any operational issues that may arise
Trainer Support: You will ensure that trainers have all the resources they need for successful course delivery, including preparing training materials and coordinating the logistics of each course
Data Management and Reporting:
Record Keeping: Maintaining an up-to-date database of client information, training history, and progress is an essential part of the role
Reporting: You will be responsible for generating regular reports on training sessions, including attendance records, feedback, financial data, and completion rates
Compliance and Quality Assurance:
Regulatory Compliance: You will be responsible for ensuring that all training courses are compliant with the necessary standards and that documentation is accurate and readily available for any audits or regulatory checks
Quality Control: You may assist in maintaining and improving the quality of training sessions by gathering feedback from attendees and working with trainers to improve course content or delivery
Financial Administration and Billing:
Invoicing and Payment Tracking: As part of your financial responsibilities, you will manage the invoicing process, ensuring that clients are billed correctly for the training services provided
Budgets: You may assist the management team in preparing training budgets, tracking costs related to training delivery and ensuring that the company remains within budget
Marketing Support:
Course Promotion: You will support the marketing efforts by assisting in the creation and distribution of promotional materials
Online Presence: If applicable, you may help maintain the companys website, online booking systems, or social media accounts
Team Development:
Staff Onboarding and Training: You will assist in onboarding new staff members, ensuring they are familiar with company policies
Continuous Improvement: The role may involve contributing to team meetings where you provide suggestions for enhancing the customer experience
Training:Business Administrator Level 3 Apprenticeship Standard:
BTEC Level 3 Diploma in Business Administration, QCF
Functional Skills Level 2 maths and English can be obtained on the course if you dont already hold these qualifications
Training Outcome:
We believe in fostering professional growth and development within our team. The Administration Officer role offers opportunities for career progression within the company, including potential advancement into senior administrative positions or project management roles
We also support ongoing professional development, including opportunities to take on additional responsibilities or pursue training relevant to the care and training sectors
Employer Description:First Call Training Solutions is a leading provider of healthcare training, offering accredited courses for individuals and organisations in the care sector. We aim to equip carers with the skills, knowledge, and qualifications necessary to provide high-quality care to vulnerable individuals. Our training includes mandatory care courses, specialist topics, and bespoke training packages designed to meet the unique needs of our clients.Working Hours :Monday - Friday, 9.00am - 5.00pm.
The Administration Officer will typically work from our office base, although there may be occasional travel to training venues or client sites.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills....Read more...
We are looking for people to provide our full range of digital property inspection reports and conduct property inspections. Most of the time no one is living in the properties and most of the properties we inspect are rented apartments in Coventry and Leamington spa so you will be driving around Coventry. You will be expected to cover the surrounding areas that are driving jobs. We are a growing Company with big aspirations. We are now growing a team to expand our operations. As we are growing there will be plenty of room for progression and development and we are after people who enjoy learning and developing and would be excited at having a career with us.
Duties:
Collecting and returning keys to Lettings Agents
Producing highly detailed property reports by inputting relevant property data into handheld mobile devices that contain accurate description and supporting photographs
Obtaining all property meter readings (gas, electric and water) for the day’s reports
Using own judgement in order to make sensible decisions regarding actions required during property inspections
Checking own reports for accuracy and quality
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
We are a growing Company with big aspirations. We are now growing a team to expand our operations. As we are growing there will be plenty of room for progression and development and we are after people who enjoy learning and developing and would be excited at having a career with us
We have permanent positions available upon successful completion of the apprenticeship. Offerings will be performance based. We have progression prospects within both Management and Training roles. We also have plans for HR development in the future for individuals suited to a role in that department
Employer Description:Skribes Commercial Inventory Specialists Ltd provide property report services in the form of property inspections and detailed report writing to Residential Lettings Agents and Landlords within the Birmingham City Centre and surrounding areas.
We primarily provide a full range of Inventory reports at various stages of a rental tenancy cycle – Inventory reports, Check In reports, Mid Term reports, Check Out reports. We also provide Legionella Risk Assessments as a secondary service. Our services help Letting Agents manage their rented properties effectively and protect Landlords and Tenants from unfair financial losses at the end of the tenancy. Our mission is to make our customers lives easier and save them time and money through high quality reporting and a fast-same day service. We are looking for people to provide our full range of digital reports and conduct property inspections. Most of the time no one is living in the properties and most of the properties we inspect are rented apartments in the Birmingham City Centre so you will be on your feet all day, walking around the City Centre. For drivers you will be expected to cover the surrounding areas that are driving jobs. We are a growing Company with big aspirations. We are now growing a team to expand our operations. As we are growing there will be plenty of room for progression and development and we are after people who enjoy learning and developing and would be excited at having a career with us.Working Hours :Monday to Friday. Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Physical fitness,Consistent attendance,Punctuality,Personal appearance....Read more...
FRONT RECEPTION
To provide a professional, efficient and welcoming reception in line with the service requirements of the school. To manage the intercom system whilst having a high regard for safeguarding and security
To ensure all visitors sign in and are provided with a visitor's badge in accordance to the school’s security procedures
To carry out robust checks on all visitors' identification/DBS in accordance with the school’s safeguarding policy
To be responsible for checking in daily supply cover, completing all necessary vetting documents and issuing a welcome pack to all new visitors
To answer the telephone in an efficient and professional manner, dealing with front-line enquiries from staff, pupils and visitors whether in person or by telephone; passing on messages to the relevant member of staff
To accept and sign for deliveries
To be responsible for dealing with all postal correspondence - opening and distributing internal and external post/correspondence as appropriate
ADMINISTRATIVE DUTIES
To assist the Headteachers PA/Office Manager and the Senior Leadership Team with administrative support
To provide general clerical support and to undertake filing and photocopying as required
To monitor the primary admin email account, responding where necessary to and distributing emails to relevant members of staff in a timely manner
To be responsible for maintaining and updating the whole school calendar ensuring all school activities are visible in accordance with the PDP
To be responsible for website admin including school calendar, letters, news updates etc.
To be responsible for generic displays i.e. behaviour boards, exhibitions – ensuring they are correctly always displayed and kept tidy
To manage the payment registers on ParentPay for Breakfast Club, Teatime Club and nursery fees
• To maintain the Letter Sent Spreadsheet, uploading all letters and messages sent out to families
GENERAL
To ensure that all duties and responsibilities are carried out in accordance with the school’s Health and Safety at Work Policy
To comply with the School’s Equal Opportunities Policy
To maintain a high and appropriate level of communication in writing, orally and electronically
To ensure all information is treated confidentially and to always have absolute discretion
To be proficient in the use of Excel spreadsheets and other IT packages such as Word, Parent Pay, Outlook
TRAINING
• To undertake training as required to be effective in carrying out all duties, including safeguarding trainingTraining:This apprenticeship is delivered as a weekly day release. You will attend college once a week in Stratford.
Level 3 Business Administrator Standard
Behaviour, Skills and Knowledge
Training Outcome:There is an opportunity to secure a permanent role at the end of completing the apprenticeship.Employer Description:UST is a partnership of schools, universities, and public and private sector bodies. We are uniquely placed to change the educational landscape for the pupils, staff, parents and wider communities whom we serve.
A key strength of the Trust is its Trustees, appointed from our world leading and internationally renowned University Partners, and from key organisations in both the charitable and statutory sectors.Working Hours :Monday to Friday 8.00am to 4.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
1:1 Careers Interviews: Conduct individual career interviews with all Year 11 students and priority groups in Years 9 & 10, reporting back to students and parents.
Careers Strategy Implementation: Work alongside the Careers Lead to develop and implement the Academy’s Careers Strategy through weekly planning, implementation, and evaluation meetings.
Curriculum Integration: Develop and present career-related resources for use across the Academy’s curriculum in collaboration with the Careers Lead.
Raising Aspirations: Support the Careers Lead in organizing student assemblies and external visits to a range of sectors, including FE, HE, traineeships, apprenticeships, and employers.NEET Prevention Programmes: Create and/or work with partners to deliver bespoke programmes for students at risk of becoming NEET.
Personal Profiles & CVs: Support Year 9 students in creating personal profiles and CVs, with revisions in Years 10 & 11.
Labour Market Information: Ensure students have access to up-to-date labour market information through platforms like GMACS, Xello, and the Academy website.
Post-16 Applications & Interviews: Liaise with Post-16 providers regarding Year 11 student applications and interviews.
Taster Days & Sessions: Coordinate opportunities for Year 10 & 11 students to attend Post-16 taster days and sessions.
Parental Engagement: Engage with hard-to-reach parents, offering career guidance and support.
Technical Training Providers: Coordinate the Academy’s engagement with technical training providers for Years 8 to 11 in line with Provider Access Legislation.
Work Experience & Industry Exposure: Organize and coordinate work experience opportunities, workplace safaris, mock interviews, business mentoring, and workshops.
Off-Site Visits: Accompany students on off-site visits to experience real-world work environments.
STEM & Careers Integration: Link STEM activities for all year groups to Careers Education, Information, Advice, and Guidance (CEIAG).
Work Placement Opportunities: Connect with external agencies to secure work placements for students.
Destination & NEET Reporting: Liaise with the local authority on student destination tracking and risk of NEET reporting.
Alumni Engagement: Communicate with the Academy’s alumni network and share updates via social media.
Networking & Best Practices: Participate in real and virtual networking events to exchange best practices.
Funding & Project Development: Seek funding opportunities (e.g., GM Higher) to develop innovative careers projects in collaboration with the Careers Lead
Training:
You will work towards your Level 3 Administrator qualification across a total duration of 16 months!
Training provider: LMP Group: https://lmp-group.co.uk/
All online/remote learning, no classroom or college day release
An allocated tutor will support you throughout the apprenticeship!
Training Outcome:
Future opportunities for progression
Employer Description:Oasis Academy MediaCityUK is a co-educational secondary school for 11-16 year olds in Salford Quays, Salford, Greater Manchester, England. The school is an academy run by Oasis Community Learning, a multi-academy trust.
Oasis Academies exists to provide a rich and balanced educational environment which caters for the whole person - academically, vocationally, socially, morally, spiritually, physically, emotionally and environmentally. Our task is to serve our students as well as to provide a learning hub for the entire community. In this way we will raise aspirations, unlock potential and work to achieve excellence through encouraging a ‘can do’ culture which nurtures confident and competent peopleWorking Hours :22.5 hours over 3 days per week, term-time only.
Exact shift pattern to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Non judgemental,Patience....Read more...
Recruit4Staff are proud to be representing their client, a leading company in the supply chain sector, in their search for a Purchasing Assistant to be based in their Leeds office.What our client is offering for the successful Purchasing Assistant:
£30,000 - £35,000 per annum (DEO)Monday to Friday, Days rolePermanent positionCareer progression opportunitiesPension schemeSupportive and collaborative team environment
The Role – Purchasing Assistant:
Place purchase orders with approved suppliers, ensuring accuracy in pricing, quantity, and specifications.Track and confirm order deliveries, ensuring timely arrivals.Monitor stock levels and coordinate with internal teams to assess purchasing needs.Liaise with suppliers to manage order progress and resolve any delays or discrepancies.Maintain accurate records of purchases, including invoices and delivery notes.Assist in evaluating supplier performance based on cost, quality, and reliability.Communicate with internal stakeholders about order statuses and supply chain updates.Provide administrative support to the procurement team and assist in supplier negotiations.Ensure compliance with company purchasing policies and procedures.
What our client is looking for in a Purchasing Assistant:
Experience in a purchasing or procurement role – ESSENTIALStrong communication and negotiation skills – ESSENTIALProficiency in Microsoft Office (Excel, Word, Outlook) – ESSENTIALAbility to multitask and work efficiently in a fast-paced environment – ESSENTIALExperience using purchasing software or ERP systems – DESIRABLEA proactive team player who can build strong relationships with suppliers
Key skills or similar Job Titles:
Procurement Assistant, Buying Assistant, Supply Chain Coordinator, Purchasing Administrator, Procurement CoordinatorCommutable From:
Leeds, Wakefield, Bradford, Castleford, Pontefract, HarrogateFor further information about this and other positions, please apply now.This vacancy is being advertised on behalf of Recruit4Staff (Wrexham), who are operating as a recruitment agency, agent, agencies, employment agency, or employment business.....Read more...
Working at Honley High School is always varied, enjoyable and rewarding - all our staff work and contribute to our main aim which is helping our students achieve the best outcomes.
What the role involves in a nutshell:
Assist in the provision of high-quality professional administration support including producing correspondence through email, letter and online
Undertake reception duties including supporting visitors and students with day-to-day enquiries
Support with the delivery of trips and events including promotion on social media
Support with the design and preparation of displays around the school
Apprenticeship Training:
As part of your contract of employment completion of the Apprenticeship Training Programme forms part of your duties as well as helping your personal and professional development; the requirements to complete the programme are as follows:
Attend and be punctual for all induction sessions
Attend and be punctual for all lessons
Complete all required assignments with by the required timeline
Build up your portfolio of evidence on-going during your apprenticeship programme
Access support from your tutor/assessor as and when required
Access support from your manager with regards to any evidence
Requirements or support as and when required
Attend all work-based training/support sessions
The above is not an exhaustive list of duties and you will be expected to perform different tasks as necessitated by the organisation which is relevant to your post within the company to meet the overall business objectives.Training:Business Administrator Level 3 Apprenticeship Standard:
Each course will cover a range of Skills, Knowledge and Behaviours as outlined by the apprenticeship standard, these will be transferable and suitable to an administration role in any sector
College will teach you general skills required to successfully conduct your role, whilst in company, you will acquire specific skills and experience related to the role
You will cover the necessary Knowledge, Skills and Behaviours, gather evidence and attend workshop / taught classes throughout the duration then complete an End Point Assessment.
You are given time off, one day per week to study; you are required to attend Kirklees College, Huddersfield Centre, you will also attend other meetings via Teams to complete work for your apprenticeship. The study day is a Thursday
Training Outcome:
We have successfully supported apprentices previously and offered full time opportunities following the right attributes being demonstrated. Therefore, there's a strong chance there will be a full time role available, subject to satisfactory employment and completing of the apprenticeship programme
There will be ongoing training during your apprenticeship. There may be the opportunity of competing another apprenticeship
Employer Description:Welcome to Honley; a school where a rich heritage and a forward-thinking vision converge to create an exceptional educational experience for all our students. Our history is a tapestry of tradition and transformation. Originally founded as a grammar school, the pursuit of academic excellence continues to underpin our ethos today and ensures that we remain a beacon of quality education in the heart of our community. At Honley, we believe in the holistic development of our students. Our dedicated and highly skilled staff are passionate about fostering a supportive and inclusive environment where each student is encouraged to soar. Our curriculum combines traditional academic disciplines with innovative learning opportunities that prepare our students for the complexities of a constantly changing world. Beyond the classroom, our vibrant extracurricular programs provide a wealth of opportunities for students to explore their interests, develop new skills, and form lasting friendships. Whether through sports, arts, community service, or leadership activities, we strive to nurture well rounded individuals ready to make a positive impact on society. As we look forward, Honley High School remains steadfast in its mission to cultivate a love of learning, a spirit of curiosity, and a dedication to excellence. We invite you to join us in continuing this proud tradition as we prepare our students to meet the future with confidence, resilience, and a commitment to striving for the highest in all they do. Discover Honley High School, where our past informs our future, and every student’s journey is celebrated. OUR MOTTO: NITIMUR IN EXCELSIS – STRIVE FOR THE HIGHESTWorking Hours :Monday to Friday – term time only plus 10 days. Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative,Excellent attendance,Excellent timekeeping,Work Experience 6 to 12 months....Read more...
Job Description:
Our client, a reputable Chartered Financial Adviser, has an exciting opportunity for a Wealth Management Administrator to join their team on a permanent basis. The successful candidate will play a key role in providing support across multiple areas including investment, protection, and pensions. You will work closely with the directors, assisting them in their daily responsibilities and ensuring seamless operations. This position offers the unique chance to join a boutique, high-performing team in Glasgow where your work will have a direct impact.
With excellent potential for career progression and professional growth, this role is ideal for a motivated individual eager to advance within the wealth management sector.
Essential Skills/Experience:
Complete appropriate progression through CII exams
Focused with a high level of attention to detail.
Strong organisational skills: ability to manage own workload with reference to deadlines and priorities, and handling pressure in a positive way.
Proactive and able to prompt using initiative and anticipating requirements.
Analytical with the ability to problems solve.
Skilled oral and written communicator.
Systems skills and agility; efficient in all MS Office applications, platforms, and websites
Understanding and knowledge of financial services products, providers, and regulation
Collaborative and a strong team player
Core Responsibilities:
Delivering a valued, first-class support service to clients
Key client contact: phone calls, arranging meetings, etc.
Preparing Client Agreements.
Organising adviser diary.
Managing client reviews/Preparing Meeting Packs.
Driving and preparing meeting agendas.
Drafting Client communications including some Suitability Reports.
Managing post meeting actions.
Updating systems.
Technical support and analysis.
Researching and reviewing existing and new plans.
Track utilisation of allowances etc in current tax year.
To deliver support in a profitable manner, making use of existing and new technology.
Ensuring Client records are up to date and accurate, data and documents.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15677
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
JOB DESCRIPTION
Job Purpose
The Sales Administrator is primarily responsible for administering and coordinating the administrative requirements related to sales processes, including but not limited to managing customer data and records, coordinating with multiple departments, material and shipment management, analyzing sales reports, and providing proactive administrative support to sales teams.
Principal Accountabilities
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position may vary. Provides customer service and troubleshooting assistance to the sales team and customers. Reviews and validates proper quote approvals are in place before processing quotes in CRM. Maintains digital project files and other records. Completes quote and bid requests with input from sales and other departments, ensuring proper review, approval, and deadlines are met. Receives new orders and validates Purchase Order details against submitted order details, ensuring information is correct prior to order conversion. Processes order according to the agreed terms and requirements; ensure order delivery timelines and documentation requirements are met. Assess and updates shipment forecasting reports for accuracy and needs; requests for material needs from purchasing and manufacturing as needed; proactively confirm needs with the sales team to ensure project requirements are met. Coordinates, expedites and traces the shipping of orders and leftovers; chooses the appropriate carrier based on project requirements and coordinates details with logistics and carriers; point of contact for shipment issues and is responsible for resolving ensuring delivery to required destination. Follows deposit invoice progression to ensure collection prior to material shipment. Reviews order invoicing and subcontractor payment details to determine if within approval guidelines; escalates for approval as needed; enters information into the computer system and generates payments and invoices. Proactively escalates compliance and risk related concerns to supervisor in a timely manner. Responsible for reviewing and updating backlog, leftover, invoicing, product forecasting, and other management reports as required. Forecast review and updates to ensure invoicing is captured in appropriate period Matches invoices with orders, mails invoices to the customer, and follows up on special billing forms, as required. Requests for insurance certificates for customers and general contractors. Logs Contracts to be executed upon receipt and order entry; responsible for ensuring execution prior to project start. Assesses customized customer correspondence (incoming and outgoing) for required approvals, coordinates approvals and distribution with appropriate team members. Processes invoices from outside vendors, ensure invoices are allocated to the correct project or account and that actual costs do not exceed budget. Partners with Accounting and Purchasing to set up new vendors.
Experience |Education | Certifications
High school diploma with extensive experience in customer service field. BS Degree in Finance, Accounting or Business Administration or the equivalent coursework in a related specialized field, preferred. 2+ years prior related work experience in sales administration, sales operations, or customer service. Excellent verbal, written and interpersonal skills High degree of accuracy and attention to detail. A self-starter capable of multi-tasking and prioritizing. Strong knowledge of MS Office, including Outlook, Word, PowerPoint, and Excel. Ability to take initiative in completing assigned work and projects.
Benefits and Compensation
The salary range for applicants in this position generally ranges between $52,000 and $55,000. The range is an estimate based on potential employee qualification operations, needs, and other considerations permitted by law. In addition to career advancement and growth, continuous training, and mentoring opportunities, Stonhard offers an excellent comprehensive health plan and financial benefits program including but not limited to, paid holidays, paid time off, 401(k) with company match, Company Pension Plan and Stock Purchase Plans.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
We are seeking a highly organised and proactive individual to join our team as an Administrative Support Specialist. Successful candidate will play a crucial role in ensuring the smooth day-to-day operations of our mortgage advisory firm, providing essential support to our advisers and contributing to outstanding customer service.
Key Responsibilities:
Liaise with new customers to gather and organise necessary documents for mortgage applications
Work closely with lenders to ensure efficient processing and secure mortgage offers quickly, keeping clients informed at every stage
Follow a structured post-submission admin process to maintain clarity and accuracy within the business
Provide timely updates to estate agents for clients who are buying a property
Chase solicitors where required, particularly those recommended by Beechwood
Offer a warm welcome to walk-in clients, ensuring they feel comfortable and valued
Support brokers with researching protection options for clients with specific needs, such as adverse medical histories
Answer incoming calls, collect basic client information, and route calls to the appropriate mortgage broker
Attend weekly meetings with senior management to discuss workflow and suggest improvements to enhance the company’s performance
What We’re Looking For:
The ideal candidate will be an efficient multitasker with excellent communication skills and a strong commitment to customer service. They should thrive in a collaborative environment, pay attention to detail, and be able to prioritise tasks effectively to meet deadlines.
This is an opportunity to join a growing, client-focused team where your input will be valued, and your contributions will directly impact the success of our advisers and the satisfaction of our clients.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role presents an exciting opportunity to hone your skills and grow within our team. With dedication and drive, there is potential for future progression to the position of Administration Team Manager, where you would oversee a small team of administrators and play a key role in shaping Beechwood's success. Alternatively, if your ambitions lie in an advisory capacity, you may advance into an advice-based role, further expanding your career within the company. Whatever your aspirations, we are committed to supporting your professional development and helping you achieve your goals.Employer Description:Since 2001, Beechwood Mortgages has been helping customers secure the ideal mortgage. Backed by a team of experienced advisers, we provide guidance at every step, ensuring you find the right mortgage tailored to your needs. Our mission is straightforward: to support homeowners by keeping costs low and the process hassle-free.Working Hours :Monday to Thursday 9am to 5.30pm - Friday 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Patience,Adaptability,Positive attitude....Read more...
Job Description:
We are working on an exciting opportunity for a Senior Fund Administrator to join the Private Capital Fund Administration team at a global financial services firm in their Glasgow office.
The successful candidate will work with their team to provide Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Skills/Experience:
Studying towards an accounting (e.g. ACCA) or a similar qualification.
Good understanding of the Private Capital industry is desirable
Experience of Private Capital and fund administration is desirable
Good understanding of fund structures and fund cash flows
Experience in the preparation of distribution/capital call notices
Experience in the preparation and execution of client payments i.e. invoice, investment, distribution and bridge facility repayment packs is desirable
Strong attention to detail
Core Responsibilities:
Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors.
Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments.
Assist with the preparation and compilation of board packs.
Assist in execution of documents and other ad hoc administrative client and investor requests.
Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meeting.
Day to day production contact with investor relations & other departments within the company to ensure that funds comply with statutory and regulatory requirements.
Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs.
Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list.
Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria.
Ensure compliance with all relevant internal processes, procedures and controls when discharging Fund Administration duties, using the appropriate system or platform in order to do so.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16040
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Key responsibilities:
Monitoring apprenticeship completion by the planned end date.
Ensuring that all learners included in funding submissions are in learning and meet ESFA attendance requirements.
Carrying out internal audits and system compliance checks.
Ensuring that learner participation data (such as length of stay and programme hours) does not raise any funding body audit concerns.
Ensuring the organisation is fully prepared for external systems and compliance audits.
Supporting the Data and MI officer by generating data reports covering minimal areas of provision delivery
Main duties:
Keep up to date with ESFA funding guidance, interpreting it correctly, ensuring that all relevant staff have the information they require, and that senior management are aware of systems and documentation that needs to be in place.
Ensure that individual learner records and all required documentation for learner starts, achievements and completions on all programmes is accurately completed.
Supporting the processing of learners on all programmes on the PICS management information system.
Understand and report error queries raised by the ESFA once returns have been submitted.
Understand PDSAT reports and supporting the notification of senior management of any identified risk indicators.
Keep track of incentive payments and contributions that are due. Send monthly report to finance so that employers can be paid and invoices in respect of contributions can be raised.
Provide breakdowns of awarding body invoices ensuring they are allocated to the correct cost centre. Internal quality assurance audits of learner documentation highlighting all areas of concern identified and providing reports to senior managers and other relevant staff.
Calculate and keep track of Apprentice Off the Job Learning (OTL) hours highlighting variances that are causes for concern.
Highlight any discrepancies between OneFile and PICS
Understand PICS and OneFile MI systems.
Support the Finance and Performance Manager and Deputy CEO in preparing for and facilitating ESFA and other external compliance audits.
Liaise with centre teams each month, before the ESFA submission, and ensure that all learners listed as on-programme are attending.
Supporting the MI and Data Officer with archiving for the company and that it is performed correctly, and records maintained accurately.
Gathering information from employers to populate the sign-up paperwork and sending out for signature confirmation with support from the MI and Data officer.
To ensure Valid Employer Liability Certificate has been obtained and on file and renewed certificates are secured from employers within one month of expiry date.
To ensure all live placements and apprenticeship employers have a valid health and safety Risk Assessment.
Produce and circulate apprenticeship handovers to centre teams and assessors once all documentation has been complete.
Provide administrative support to MI and Data officer and centre teams when required.
Prepare and maintain files for apprenticeship learners.
To support the MI and Data officer in the running of monthly reports.
Training:
Level 3 Business Administrator Apprenticeship Standard
Functional Skills in English & maths (if needed)
Training at our Ponders End centre
Training Outcome:
If the applicant is successful they can go into further training or employment.
Employer Description:Welcome to First Rung! Here at First Rung we have been supporting young people across North London since 1983, helping them make that first step into a good job with training and prospects. The team is passionate about delivering the very best training and personal support in a dynamic, fun and friendly environment. We offer learners: A caring, genuine and highly professional staff who do everything they can to help young people achieve their objectives including vocational qualifications, jobs, further education and apprenticeships High expectations for all our learners, regardless of their starting point Great employer opportunities in the local area. A safe and nurturing environment First Rung has built its reputation on delivering quality training for young people in an environment where everyone feels safe, valued and respected.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Problem solving skills,Number skills....Read more...
