Corporate Accounting Administrator – Atlanta, GA – Up to $65kOur client is a well-established, family-owned hospitality group known for its diverse portfolio of high-quality dining concepts. With a strong commitment to excellence, they continue to expand their presence, delivering unique guest experiences through trendy & fun atmospheres, teamwork, and a passion for hospitality.The Role
Process weekly vendor payments, manage new vendor credit applications, and resolve AP issues.Reconcile bank statements, enter non-recurring R&M invoices, and support P&L reviews by identifying and correcting discrepancies.Oversee the purchase order process for corporate and restaurant credit card transactions while maintaining business licenses and permits for each location.Assist restaurant teams with accounting and inventory inquiries, providing necessary documentation and guidance as needed.
What they are looking for:
Accounting Expertise – Experience in accounts payable/receivable, reconciliations, and financial reporting.Industry Knowledge – Hospitality accounting experience preferred.Compliance & Accuracy – Ensure financial accuracy and maintain business licenses.Technical Skills – Proficient in accounting software, preferably Restaurant365.Problem-Solving – Investigate and resolve AP issues and discrepancies.Team Support – Assist leadership and restaurant teams with accounting inquiries.
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot comDue to the volume of application, we may not be able to provide feedback to all applicants. If you haven’t heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out!....Read more...
The successful candidate will provide administration support to the partners and colleagues of the firm and work towards their Level 3 Apprenticeship standard in Business Administration.
Key Responsibilities will include:
Answer the telephones, take messages and deal with client enquiries
Prepare letters, respond to e-mails and post duties
Diary management and meet & greet clients in a professional manner
Input client information into a bespoke database programme and update as required
Prepare documentation and reports for client meetings
Prepare marketing material, mail-outs and follow-up activity
Develop an in-depth knowledge of the financial services offered by the company
Use and maintain office equipment
Extra responsibilities will be added as the Apprentice develops
Training:Level 3 Business Administrator Apprenticeship Standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off the job training in the workplace. You will have monthly mentoring and guidance at work from a Craven College Learning & Development Advisor alongside weekly college attendance.
Where a business administrator has not already achieved Level 2 English and Maths (or equivalent), they must do so before taking the end-point assessment.
After approximately 18 months you will be entered to undertake an End Point Assessment, to complete your apprenticeship.Training Outcome:
On completion of the programme, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase responsibilities.
Employer Description:Lawrence Neil Wealth Management is a well- established company with offices based in both Scarborough and Knaresborough.
The company provides investment and wealth management services to a large portfolio of high-end clients.
Please take a look at their website for further information.Working Hours :Monday to Thursday, 08:30 - 17:30.
Friday - off.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Presentation skills,Team working....Read more...
The successful candidate will provide administration support to the partners and colleagues of the firm and work towards their Level 3 Apprenticeship standard in Business Administration.
Key Responsibilities will include:
Answer the telephones, take messages and deal with client enquiries
Prepare letters, respond to e-mails and post duties
Diary management and meet and greet clients in a professional manner
Input client information into a bespoke database programme and update as required
Prepare documentation and reports for client meetings
Prepare marketing material, mail-outs and follow-up activity
Develop an in-depth knowledge of the financial services offered by the company
Use and maintain office equipment
Extra responsibilities will be added as the Apprentice develops
Training:Level 3 Business Administrator Apprenticeship Standard:
This is an Advanced Apprenticeship in Business Administration and will include a combination of on and off-the-job training in the workplace
You will have monthly mentoring and guidance at work from a Craven College Learning and Development Advisor alongside weekly college attendance
Where a business administrator has not already achieved Level 2 English and maths (or equivalent), they must do so before taking the end-point assessment
After approximately 18 months, you will be entered to undertake an End Point Assessment, to complete your Apprenticeship
Training Outcome:On completion of the programme, the apprentice will have the opportunity to obtain permanent employment and further training to enhance their skills and increase responsibilities.Employer Description:Lawrence Neil Wealth Management is a well- established company with offices based in both Scarborough and Knaresborough.
The company provides investment and wealth management services to a large portfolio of high-end clients.
Please take a look at their website for further information.Working Hours :Monday - Thursday 8.30am - 5.30pm.
Friday - OFF.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Presentation skills,Team working....Read more...
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary• Liaising with the clients, collecting relevant documents and organising them in the relevant folders• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing themTraining: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:Upon completing the apprenticeship and obtaining the CeMAP in full, with mutual agreement there is a potential of moving into a permanent position with a salary rise.Employer Description:MBA Mortgages is a dedicated mortgage brokerage specialising in all aspects of mortgage financing, including Residential Mortgages, Buy-to-Let Mortgages, and Remortgages. We also provide a range of protection policies, such as Buildings Insurance, Life Insurance, Critical Illness Cover, and Income Protection.
Our expertise extends to assisting a diverse range of clients, including first-time buyers, home movers, professional landlords, and individuals with adverse credit histories. At MBA Mortgages, we are committed to finding tailored financial solutions to meet our clients' unique needs.Working Hours :Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.Skills: Communication skills,IT skills,Number skills,Initiative,Patience,Social media skills....Read more...
Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance. Professionalism, accuracy and an eagerness to learn are essential requirements of the role. Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role. Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow. Apply now!....Read more...
Perform general clerical duties, including photocopying, scanning, and filing documents
Assist with data entry tasks and maintaining accurate records
Answer and direct phone calls with professionalism and courtesy
Support the office team in organising meetings and appointments
Utilise Sage for basic financial record-keeping
Handle incoming and outgoing post efficiently
Maintain office supplies inventory and place orders when necessary
Training:This course is delivered in work, you will have one day a week to complete your course work. Working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:A possible full-time job role at the company for the right candidate.Employer Description:At Second City Housing, our core ethos revolves around serving those in our community who are most in need of housing. We are dedicated to delivering a comprehensive and reliable service that empowers our customers to lead independent lives. Our team of highly trained professionals is committed to adopting a holistic approach, ensuring that each customer receives a customized, person-centered support plan.
Furthermore, we understand that some of our customers may be facing financial hardship, which is why we offer support to connect them with food banks.
We have established partnerships with three prominent organisations to make these foodbank services available:
1. Tesco’s – Through our collaboration with FareShare, we engage in food redistribution efforts, ensuring that surplus food reaches those who need it most.
2. As-Suffa Institute – We work closely with this organization to provide assistance to individuals and families in need of essential food supplies.
3. Salma Food Bank – Another valuable partner, Salma Food Bank, plays a crucial role in our mission to alleviate food insecurity in our community.
At Second City Housing, we are dedicated to making a meaningful impact on the lives of those we serve, offering not only housing solutions but also vital support to address their immediate needs.Working Hours :Monday to Friday, 9am- 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Creative,Initiative....Read more...
An apprenticeship with Just will give you an opportunity to start working in the pensions industry, whilst receiving comprehensive training and on the job support from colleagues.
Duties in this role will include:
An apprenticeship with Just will give you an opportunity to start working in the pensions industry, whilst receiving comprehensive training and on the job support from colleagues
During the apprenticeship you will work with the Data and Onboarding team to provide high calibre and proactive support for all new scheme implementations, including reviewing data, and dealing with data queries
As part of the apprenticeship you will spend 1 day a week with the academy alongside other apprentices doing formal training. The remaining 4 days will be spent working with colleagues to complete monthly funding, address changes and member movements
Support the flow of all scheme implementations in to the Third Party Administrator
Complete all operational tasks for schemes in transition such as payroll funding, data checks and monthly valuation data review (working with Post Transactions teams)
How you will be supported?
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role.
Company Benefits:
A Competitive Salary, Pension Scheme and Life Assurance
Along with 25 Days Annual Leave plus an Additional Day on us for your Birthday
Private Medical Cover and Income Protection, just in case
A generous and highly achievable bonus scheme – paid annually based on individual and company performance against targets
Opportunity to progress within your career both in-role and within the company
FREE access to the Headspace App, a 24/7 Employee Assistance Helpline and Trained Physical & Mental Health First Aiders (On-Site)
A variety of Employee Funded Benefits available to you via our Online Benefits Portal
Plus, several additional purchase options available for you and your loved ones
What will happen next?
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team. You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
Training:Pensions Administrator Level 3.Training Outcome:Possible progression within the company and progression onto the next level apprenticeship.Employer Description:We’re a FTSE 250 Financial Services company who specialise in retirement solutions and right now, our world is moving pretty quickly. With the defined benefit buy in / buy out space growing each year, Just continues to annually grow its business by over £4bn of assets.
We are a purpose driven company with compelling and credible goals. Quite simply, we help people achieve a better later life. We achieve this by providing competitive and innovative products, services, financial advice and guidance to help our customers achieve security, certainty and provide them with peace of mind in retirement.
That’s who we are. We’re a company on a mission: to become a beacon for the entire retirement industry. Because we believe everyone deserves a fair, secure, and fulfilling retirement.Working Hours :Monday to Friday, 9am - 5pmSkills: Communication skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Willingness to learn,Adaptability....Read more...
Greeting visitors and directing them to the appropriate meeting rooms or office clients
Sorting incoming post and notifying clients when items are available for collection
Scanning and sending documents for clients
General filing and administrative support
Answering incoming calls for Clavering House and client businesses, forwarding calls and messages as required
Managing stock levels and placing stationery orders when needed
Handling meeting room bookings via phone, email, and online systems
Ensuring meeting rooms are prepared and arranged correctly for clients
What We’re Looking For
Strong organisational and time management skills
Comfortable with customer interactions, both in person and over the phone
A professional and friendly demeanour
Ability to multi-task and problem-solve in a fast-paced environment
Keen to learn and develop within the role
This role offers full support and training from the Centre Manager, ensuring you have everything you need to succeed and grow in the position.
Interested in joining our team? Apply today and be part of a business environment where history meets modern professionalism!
Training:Business Administrator Level 3.Training Outcome:
Office Administrator/Business Support Assistant - You could move into a more senior administrative role with increased responsibilities, such as handling more complex client needs, financial admin, or operational support
Reception Manager - If you excel in the customer-facing aspects of the role, you could step up to manage front-of-house operations, training new staff, and ensuring a high level of service delivery
Employer Description:Welcome to Clavering House Business Centre, a distinguished Grade II listed building recognised by English Heritage for its architectural charm. Situated just steps from Newcastle’s central railway station, our centre offers fully serviced offices, meeting room hire, and virtual office services in a professional and historic setting.
In addition to Clavering House, we also manage The Corner Newcastle, a luxury serviced office space in the heart of the city. Together, these spaces provide a dynamic, modern business environment where companies can thrive.Working Hours :Hours: Monday - Friday, 9:00 AM - 5:30 PM (5:00 PM finish on Fridays)Skills: Communication skills,Organisation skills,Customer care skills,Team working....Read more...
General Administration:
Assist with data entry, document processing, and filing
Maintain and update spreadsheets and databases
Handle incoming calls, emails, and correspondence professionally
Organise and maintain office supplies and equipment
Assist in creating and updating records, reports, and company documentation
Sales & Customer Support:
Support the Sales Team with quotations, order processing, and follow-ups
Update customer records and CRM system
Liaise with customers to confirm orders, schedule appointments, and provide updates
Aftercare & Service Support:
Assist in logging aftercare issues and coordinating appointments
Communicate with engineers and customers regarding service visits
Maintain records of completed aftercare work and ensure follow-ups are scheduled
Accounts & Financial Support:
Assist in processing invoices, purchase orders, and payments
Support the accounts team with basic bookkeeping tasks
Help maintain financial records and ensure documentation is organised
Operational & Installations Support:
Liaise with installers and surveyors to ensure job schedules run smoothly
Assist in preparing documentation for installations and service jobs
Support with stock and material ordering when needed
Training:
Business Administrator Level 3
All apprenticeship training will take place in the workplace
You will have a tutor who delivers the training 1-1, and a mentor within your company to support you through your programme
Training Outcome:Career progression within the company.Employer Description:Softview is a family run business of which has been trading for over 28 years. We supply and install double glazing, including windows, doors, conservatories and roofline. We are a small business with under 10 employee’s and 6 installation teams. We pride ourselves of excellent customer service and the quality of our product and installations.Working Hours :Monday - Friday 8.30am - 5pm 1-hour lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Logical,Team working,Initiative,Time management,Willing to learn....Read more...
Duties include but not limited to:
Managing inboxes and calendars
Minuting meetings
General financial support
Answering/making enquiries
General administration duties
Training:Business Administrator Level 3 Apprenticeship Standard:
Workplace learning
6 hours per week off the job training to complete apprenticeship tasks and learn new knowledge skills and behaviours
Maths and English Functional Skills if required
Training Outcome:For the right candidate there may be the potential for a permanent role within the company upon completion of the apprenticeship.Employer Description:Dérive is a development company wholly owned by Salford City Council.
We aim to increase the number of affordable homes, meet people’s housing needs, provide quality and sustainable homes and neighbourhoods, and maximise social value for the city. A number of council owned under used sites have been earmarked for development, working with others to create mixed tenure developments. Homes will be offered to people in housing need by Salford Home Search using the city’s agreed allocations policy. Dérive homes will be managed and maintained on a day-to-day basis by housing providers on Dérive’s behalf.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
You will be working across 3 Derby City Schools, Cavendish, Lakeside and Alvaston Juniors. Your tasks will include:
Under the direction of senior staff, the postholder will provide routine general clerical, administrative, and financial support to the Academy and key staff including Office Manager / Principal / Finance Manager
Undertake word processing and ICT tasks such as data entry and letters
Provide routine clerical support such as photocopying, filing, scanning and emailing
Sorting of internal mail
Undertake office duties, answering phone calls, taking messages and forwarding to relevant person
Welcoming visitors to the school ensuring safeguarding procedures are followed
Respond to routine enquiries from staff, pupil, parents/carers
Training:Business Administrator Level 3.Training Outcome:Admin Assistant.Employer Description:The Harmony Trust was established in February 2014 and currently has 15 schools under the Trust umbrella. This brings with it exciting opportunities for career progression and development for existing and future employees. The Harmony Trust has high expectations of our pupils and staff. We have an excellent reputation and are innovative in our aim for educational excellence.Working Hours :8.30am to 4.30pm, Monday to Friday, 40-weeks per year (term time)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Non judgemental,Polite and courteous,Written communication skills....Read more...
General administration duties including:
Typing documents
Photocopying
Scanning
Sending and receiving emails
Maintaining electronic filing systems• Providing a friendly, professional and customer-focused service to all customers and colleagues, whether that be face to face, over the telephone or via email. • Data inputting on the Company’s computer systems.• Attend college as necessary to complete the apprenticeship standard in Business Administrator.• To adhere to the Trent & Dove Housing’s relevant policies and procedures.• Understand and display the company’s values and behaviours.• To undertake any other additional duties commensurate with the role.
Training:
Level 3 Business Administrator apprenticeship standard (can include level 2 elements if required)
Level 2 Functional Skills in maths and English (if required)
This apprenticeship is delivered through a combination of Work Based Assessment and day/block release. The programme will culminate in an End Point Assessment, where all the skills and knowledge gained on the apprenticeship will be formally tested.Training Outcome:Upon successful completion of the apprenticeship, for the right candidate, there's a possibility of securing a permanent position within Trent & Dove Housing, offering a solid foundation for a long-term career.
This apprenticeship provides valuable skills and experience, opening doors to diverse career paths within the organisation and beyond.Employer Description:Trent & Dove Social Housing Provider Formed in 2001. Trent & Dove is a Housing Association providing affordable housing for rent and shared ownership across the Midlands. We are a not for profit organisation, any surpluses are used for maintaining your homes, building new properties and community support. With an annual turnover of over £25 million we employ over 200 people and play a significant role in supporting the local economy and community. We are driven to make a difference to people's lives and reduce homelessness in our region by Transforming, Homes, Lives and Neighbourhoods. Our key drivers are meetings regional demand, increasing revenues that underpin long term financial viability and building the organisational strength necessary to work with partners to deliver value to our customers and stakeholders.Working Hours :Monday to Friday, 8.30am - 4.30pm, flexible. Up to 1 hour lunch break.Skills: Administrative skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Non judgemental,Organisation skills,Patience,Presentation skills,Problem solving skills,Team working,Time-Management....Read more...
Supporting the Business operations Team with occasional involvement with marketing and Sales activities
Customer interaction both over the phone and via email
Learning to Provide outstanding service and addressing enquiries
Learn how to use and maintain the Company's CRM systems and other software systems
Manage bookings and ensure customer accounts are accurate and up to date
Liaising with clients by phone and email
Updating case status on various software
As you progress, you will assist the team with managing invoices and processing purchase orders
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will take place at Blackburn College, once a week
Training Outcome:
This role offers the opportunity to develop a well-rounded skill set across data analytics, business operations, inventory management, and digital marketing
As the business grows, there may be opportunities to specialise in areas such as financial analysis, stock management, or digital performance optimisation
Employer Description:Scrap Local is the UK’s largest independent network of scrap metal dealers & vehicle recyclers. We were founded to effortlessly connect producers of scrap metal waste & end of life vehicles to trusted scrapyards locally.Working Hours :Monday to Friday, working hours to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Reliable,Resilient....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...
To develop excellent foundations in the skills, technical knowledge, and qualifications that you will need to develop a successful career in insurance broking as well as providing exceptional service to our clients.
This is achieved by supporting all aspects of the relevant Department’s needs that a successful candidate will join, such as:
Dealing with incoming correspondence
Liaising with insurers/suppliers where necessary
Delivering against deadlines on key projects
Providing great customer service at all time
Actively contribute to the delivery of the company’s Vision & Gameplan
Actively participating in meetings and providing ideas to improve
In addition there will be a requirement to actively participate in all learning opportunities that are provided. Training:Financial Services Administrator Level 3 Apprenticeship Standard:
Training takes place in the workplace and virtually over Teams
Occasional travel to other offices may be required during onboarding for central training
Training Outcome:
There are a number of routes available to progress and establish a life-long career with us at Verlingue
Employer Description:Verlingue is an independent and family-owned business that aims to be a valued long term risk management partner for our clients. We have particular expertise in designing and placing corporate insurance and employee benefits programmes for our clients.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
Job Title: Service Administrator
Location: Basingstoke
Salary: Up to £26,000 per annum
Hours: Full-time, 37.5 hours per week
Industry: Commercial Vehicle Workshop
About the Role:
We are seeking a highly motivated and organised Service Administrator to join our busy and dynamic team in our commercial vehicle workshop based in Basingstoke. This is an exciting opportunity for someone with strong administrative skills, a keen eye for detail, and a passion for delivering excellent customer service. You will play a key role in supporting the smooth operation of our workshop by managing service bookings, liaising with customers, and maintaining accurate records.
Key Responsibilities:
- Customer Service: Be the first point of contact for customers, addressing their service needs and queries both via phone and email. Ensure high levels of customer satisfaction at all times.
- Service Bookings: Coordinate and schedule service appointments, ensuring maximum workshop efficiency.
- Admin Support: Provide essential administrative support to the service team, including creating and updating job cards, maintaining service records, and ensuring paperwork is accurate and up to date.
- Parts and Inventory Management: Assist in the ordering and tracking of parts required for vehicle servicing and repairs.
- Invoicing and Billing: Support the team in generating invoices, processing payments, and maintaining financial records related to services provided.
- Health and Safety Compliance: Ensure all service procedures comply with health and safety standards, maintaining a clean and organised work environment.
- Database Management: Keep records up to date in the service management system, tracking the progress of service jobs, vehicle history, and customer details.
Key Requirements:
- Proven experience in an administrative or customer service role, ideally in a workshop or automotive environment.
- Strong communication and interpersonal skills with the ability to interact professionally with customers and colleagues.
- Excellent organisational skills with the ability to manage multiple tasks and priorities.
- High attention to detail and accuracy in record-keeping and documentation.
- Proficient in using office software (Microsoft Office Suite, etc.) and service management systems.
- Ability to work effectively under pressure and in a fast-paced environment.
- A proactive approach and a positive attitude toward problem-solving.
Benefits:
- Competitive salary of up to £26,000 per annum.
- 37.5 hours per week with regular working hours.
- Opportunity to work in a friendly and supportive team environment.
- Development and career progression opportunities.
- Employee benefits and discounts.
How to Apply: If you are a motivated and experienced professional looking to take the next step in your career, we would love to hear from you. Please apply with your CV or call Dudley on 07485 390 942
Holt Recruitment are a leading Recruitment agency specialising in Automotive, Motor trade, Engineering, OEM and various related industries.
We are recruiting across the UK for Vehicle Technician, Vehicle Mechanic, Commercial Vehicle Technician, Diagnostic Technician, Senior Technician, Master Technician, Mobile Vehicle Technician, PDI Technician, Prep Technician, MOT Tester, Fast Fit Technician, LCV Technician, Light Commercial Technician, HGV Technician, Bus Technician, LGV Technician, HGV Engineer, HGV Mechanic, HGV Fitter
Holt Recruitment cover a variety of different sectors including Technical, Mechanical, Engineering, Sales, Service, Aftersales, Bodyshop, Fleet & Rental Management, Accounts, Finance, Marketing, & Payroll, Managerial, Logistics, Parts, Administration, Call Centre / Contact Centre, Senior Appointments, Head Office Positions and Confidential Appointments
DP....Read more...
Key duties and responsibilities:
Support the day-to-day business operations within the Practice;
Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings;
Manage the Partner’s diary and client appointments;
Support the Partner in tracking compliance, regulatory and legislative requirements;
Prepare information and valuations for client reviews;
Maintain accurate and up-to-date client information and ensure that this is held on the client management system;
Liaise with clients and third parties in relation to the Partner’s Practice and act as the first point of contact for client administrative queries;
Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
Business Processing:
Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Oversee and manage the submission of all client applications/advice sets in support of the Partner;
Support the Partner to ensure all relevant information required for writing the client report is available;
Process new business illustrations, applications and fund switches;
Maintain accurate and up-to-date client information;
Support the Partner in establishing and maintaining effective relationships with business assurance/management;
Liaise with Head Office and admin centres as required.
Work within and stay up to date with template changes and advice notes;
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Practice Development
Support the Partner with and contribute to all relevant projects;
Support the Partner in gaining new prospects and clients;
Support the Partner to achieve Practice goals and objectives;
Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy;
Attend forums and workshops as appropriate.
Team responsibilities
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Partner;
Maintain technical competence at an appropriate level to meet the requirements of the roleMaintain a good working relationship with
colleagues, clients and third parties and share best practice and training
Marketing
Support the distribution of marketing material to clients and prospects;
Support the Partner with the end to end management of client events;
Maintain and update client and prospect information;
Maintain and update client service questionnaires.
Training:
Business Administrator Level 3 Apprenticeship Standard
Maths and/or English Functional Skills if required
Online workshops, once a month, delivered through EKC Group
Training Outcome:
Possible Permanent position at the end.
Employer Description:About us
Fed up with poor interest rates and taxation? Lack of trust or service with banks or other providers? Don’t have time or the inclination to manage your finances? Wondering where to turn?
Look no further. The financial environment is fast changing and can be complex. Howard Financial Planning is committed to ongoing face to face advice and support. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management and other financial planning solutions that you need now and in the future. We work closely with all clients, building relationships based on trust and having an in-depth understanding of personal finances.
With guaranteed advice and the “Best of Breed” investment approach at St. James's Place, we are able to offer solutions in all aspects of financial planning including:
Building and Preserving Capital
Investing for Income
Managing Cash and Borrowings
Mortgages
Personal Protection
Retirement Planning/Pensions
Inheritance Tax Planning
Trusts*
We offer you a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we can help you take control of your finances now and in the future as needs or circumstances may change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up you may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Logical,Initiative....Read more...
To assist with all aspects of administration across the business, including finance, sales, transport & logistics, training, HR and Health & Safety.
Producing daily sales reports in Excel
Producing weekly finance and sales reports in Excel
Checking orders and pricing for accuracy
Scanning documents for digital archives and maintaining digital records
Working within GDPR and to strict confidentiality standards
Using Adobe Acrobat and Outlook to obtain e-signatures
Assisting with the administration tasks on customer price lists
Using the Microsoft Suite to produce training documents
Using the Microsoft suite to assist with payroll administration
Using Sage Accounts software to assist with financial & accounts administration
Using in-house software for administration & reporting (sending copy invoices, entering credit notes)
Booking in goods
Carrying out vehicle checks
Assisting with recruitment, including attendance at careers fairs and events and organising recruitment events
Training:Business Administrator Level 3.
You will spend one day a week at South Devon College, and the remaining four days in the workplace. Training Outcome:There is an opportunity for career progression within our organisation, and you will also develop your skill set in order to achieve this.Employer Description:Frank H Mann has been established for 76 years since 1948. We are one of the largest independently owned fruit and vegetable wholesalers in the South West of England.Working Hours :Monday - Friday (9am - 3pm)Skills: Communication skills,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
With RNN Group support, this apprenticeship will give you expert training alongside Bader Academy (Nexus Multi Academy Trust) to develop you into a professional School Receptionist.
This role will specifically develop your administration skills alongside increasing your knowledge of the education sector and supportive techniques.
This apprenticeship will support you to be able to:
Undertake reception duties, answering general telephone calls and face to face enquiries
Liaising with parents/staff
Assist in arrangements for schools trips & events
Provide general clerical support
Maintain manual and computerised records
Undertake typing and word-processing and other IT based tasks
Take notes at meetings
Sort and distribute mail
Provide general advice and guidance to staff, pupils and others
Undertake general financial administration
Training:
Business Administrator Level 3 Apprenticeship Standard
Functional Skills maths Level 2 (If required)
Functional Skills English Level 2 (If required)
Monthly online sessions and termly face to face taught sessions
Training Outcome:
Full time employment and progression to higher education.
Employer Description:Nexus Multi Academy Trust is an all age special school for children and young people with special educational needs. They are passionate about providing the best quality of education and care for pupils and put the students first before anything else. As a school which is now growing in size, they are looking for fresh & new talented people with a passion for education and the determination to begin a career in this rewarding environment.Working Hours :You will be working Monday to Friday, 8.30am to 4.30pm.Skills: Communication skills,Customer care skills,Keen interest in pupil support,Friendly attitude....Read more...
As Office and Estates Administrator you will be joining a family owned and run beautiful rural estate. The estate receives more than 100,000 visitors a year and hosts a wide range programme of events including festivals, weddings, film location, corporate and private parties. The role is full time, permanent working on site in Henley-on-Thames offering a salary of up to £32,000 and £35,000 with standard office hours Monday to Friday.
Purpose of the role:
Reporting to the General Manager, you will be responsible for all the administration function of the estate office, commercial let offices and business operations. Managing the database and be responsible for routine financial processes.
Key Responsibilities and Accountabilities for the Office and Estates Administrator:
Being first point of contact for enquiries
Facilities management
Historic house management: liaising with architects, other advisers and conservation specialists as required
Managing the ticketing system, group bookings and corporate event bookings
Overseeing maintenance and utility agreements for the house, office and parkland
Assisting with maintenance and content for website and online ticketing website, posting content on social media channels newsletters etc
Attending exhibitions and assisting with marketing activities
Fleet management including lease agreements, MOTs, servicing etc
Support with Health & Safety
Invoicing, organising petty cash and flats for events etc
Supporting the Visitor Centre Manager with planning and executing of inhouse events, interacting with external hirers, liaising with organisers, helping with supervision of event staff and contractors
Responding to booking enquiries, taking bookings, maintain spreadsheets detailing catering requirements
Property management for the house, office and commercial offices, and residential properties in London, including rent receipt, arranging repairs
Key Skills Required for the Office and Estates Administrator:
Strong organised administration experience
Ability to work on multiple projects simultaneously
High levels of accuracy and attention to detail
Confident communicator with high levels of customer care
Ability to build positive working relationships with internal and external teams
Adaptable in a changing environment
Proficient in Microsoft Office, file management systems
Experience of ticket booking systems would be an advantage
Own transport due to remote location
What’s in it for you?
Offering a salary of up to £32,000 and £35,000 standard office hours Monday to Friday, discounts on food and events. This is a fantastic opportunity to join a friendly and collaborative team and to be part of this historic estate, working with the family to maintain this beautiful estate to be enjoyed for future generations.
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You will support our Contract Admin team in day-to-day running of Havering Depot, and provide administrative support to the wider organisation, including the senior management team.
Providing general administration support to the contract Manager and wider teams to ensure efficient operations.
Engage, support, and interact with internal and external clients.
Compiling, maintaining, and updating records on various systems
Undertake administrative tasks using Microsoft Office applications
Assist in budgeting, expense tracking, and financial reporting activities
Monitor stationary supplies, refreshments, and IT consumables.
Liaising with couriers and suppliers
Contributing to team effort by accomplishing related tasks as needed
Training:Business Administrator Level 3.
This is a work-based apprenticeship, and you will be support by FCC and Skillcert throughout the qualification. You will be directly mentored by your line manager at FCC and also monthly support from your tutor at Skillcert. Training Outcome:For the right candidate and on successful completion of the apprenticeship you will complete a formal review and if you pass this there will be on offer of full-time employment.Employer Description:FCC Environment –the waste and resource management company that looks at the bigger picture.
We care for both our customers and the environment. We help local authorities and businesses minimise the amount of waste that goes to landfill by transforming it into valuable resources, and we retrieve the full value of the resources we collect and process, so they can be used again and again. Waste that cannot be recycled, we transform into energy.Working Hours :Normal working hours are between 08:30 until 17;00 Monday to Friday which includes 30-minutes unpaid lunch.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,Physical fitness....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...
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:
Our client, a leading financial services firm has an exciting new role for a NAV Oversight Analyst to join their team in Edinburgh. The successful candidate will play a key role in delivering processes and controls, and to be an SME within the team on NAV oversight.
Essential Skills/Experience:
Experience of NAV oversight within asset management and/or asset servicing environment
Proven organisational skills
Strong team player
Strong attention to detail
Excellent problem solver
Experience in producing MI and regular reporting
Core Responsibilities:
Delivery of NAV oversight activities ensuring that effective NAV oversight controls are in place, and the delivery of pricing is accurate.
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Oversight of third-party administrator; including monitoring and recording of the timeliness and quality of deliverables
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate
Preparing procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date
Involvement in project and change activity including fund change, client take on and transition activity
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: 15794
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...
