An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
? Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? At least 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either....Read more...
An exciting opportunity has arisen for a Financial Services Administrator with 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As a Financial Services Administrator, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
* Scheduling appointments and managing diaries for advisers and clients.
* Handling email correspondence and maintaining client records.
* Managing databases, including CRM systems such as Salesforce.
* Transcribing dictation and updating client records.
* Preparing reports and financial documentation.
* Assisting with client applications, fund switches, and investment submissions.
* Monitoring and chasing outstanding documentation.
* Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
* Previously worked as a Financial Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
* At least 2 years of experience in financial services.
* Hold A level or equivalent qualification.
* Strong communication and typing skills.
* Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
* Competitive salary
* Pension scheme
* Private healthcare
* Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Harper May is collaborating with a leading financial services firm known for its innovation and commitment to client satisfaction. In line with their ambitious growth plans, they are actively seeking a talented Finance Analyst to join their dynamic team and contribute to their ongoing success.About the Company:At the forefront of the financial services industry, our client is renowned for their innovative solutions and client-focused approach. With a strong reputation built over years of service, they provide a wide range of financial products and services to a diverse client base.About the Role:As a Finance Analyst, you'll delve into complex financial data, preparing detailed reports and presentations. Working collaboratively across teams, you'll assist in budgeting, forecasting, and developing long-term financial strategies. Your insights will play a crucial role in guiding strategic decisions and identifying growth opportunities.Key Responsibilities:
Conduct thorough financial analysis, including variance analysis, budgeting, forecasting, and trend analysis, to provide insights into the financial performance of the business.Prepare detailed financial reports and presentations for senior management, synthesising complex data into actionable recommendations.Collaborate closely with cross-functional teams to develop annual budgets, quarterly forecasts, and long-term financial plans that align with business objectives.Monitor market trends, consumer preferences, and competitor performance to identify risks and opportunities and support strategic planning initiatives.Provide ad-hoc financial analysis and decision support to key stakeholders, assisting in evaluating investment opportunities and optimising resource allocation.Assist in the continuous improvement of financial processes, systems, and controls to enhance efficiency, accuracy, and compliance.
Preferred Skills:
ACA/ACCA/CIMA Qualification.Experience as a Financial Analyst within a similar environment.Advanced proficiency in financial modelling, forecasting techniques, and financial software (e.g., SAP, Oracle, Tableau).Advanced proficiency in ExcelStrong analytical skills with the ability to interpret complex financial data.Excellent communication and interpersonal skills.Detail-oriented with a commitment to accuracy and integrity in financial reporting and analysis.Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.
If you're ready to leverage your financial expertise to drive strategic decision-making and contribute to the success of a prominent financial services group, apply now to join their team as a Finance Analyst.....Read more...
An exciting opportunity has arisen for an Office Administrator / PAwith 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
? Scheduling appointments and managing diaries for advisers and clients.
? Handling email correspondence and maintaining client records.
? Managing databases, including CRM systems such as Salesforce.
? Transcribing dictation and updating client records.
? Preparing reports and financial documentation.
? Assisting with client applications, fund switches, and investment submissions.
? Monitoring and chasing outstanding documentation.
? Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
? Previously worked as a Office Administrator, Financial Administrator, Finance Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
? Ideally have 2 years of experience in financial services.
? Hold A level or equivalent qualification.
? Strong communication and typing skills.
? Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
? Competitive salary
? Pension scheme
? Private healthcare
? Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact....Read more...
Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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 seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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...
Management Accountant – Financial ServicesHarper May is working with a forward-thinking financial services company renowned for its innovative approach and client-centric solutions. With an expanding portfolio and a reputation for excellence, they are now seeking a talented Management Accountant to join their collaborative finance team.About the Role:As Management Accountant, you’ll be at the heart of the finance function, helping to drive performance through accurate reporting, insightful analysis, and meaningful business partnering. This is a fantastic opportunity for a commercially minded individual to play a key role in shaping financial strategy and supporting continued growth.Key Responsibilities:
Prepare monthly management accounts including P&L, balance sheet and cash flowAnalyse variances against budget/forecast, offering clear commentary and recommendationsMonitor costs, identify efficiency opportunities, and support cost-saving initiativesLead elements of budgeting and forecasting alongside department headsPartner with stakeholders to ensure financial targets are understood and metPresent key financial insights to senior management and contribute to strategic decisionsSupport audit processes and ensure compliance with relevant standardsAssist with ad hoc projects, offering financial expertise across the business
Requirements:
ACA / ACCA / CIMA qualified or part-qualifiedExperience in a Management Accountant role, ideally within financial servicesStrong technical accounting knowledge and commercial awarenessAdvanced Excel skills; experience with accounting software packagesConfident communicator, able to simplify complex data for varied audiencesDetail-oriented, with strong organisational and problem-solving skills....Read more...
An exciting opportunity has arisen for an Office Administrator / PAwith 2 years of experience to join awell-established financial services provider. This full-time role offers excellent benefits and a salary Up to £25,000.
As an Office Administrator / PA, you will play a key role in supporting financial advisers, managing administrative tasks, coordinating client communications, and ensuring the smooth operation of internal systems.
This role offers the opportunity to pursue a CII Level 4 Diploma in Financial Planning or a Certificate in Financial Planning.
You Will Be Responsible For:
* Scheduling appointments and managing diaries for advisers and clients.
* Handling email correspondence and maintaining client records.
* Managing databases, including CRM systems such as Salesforce.
* Transcribing dictation and updating client records.
* Preparing reports and financial documentation.
* Assisting with client applications, fund switches, and investment submissions.
* Monitoring and chasing outstanding documentation.
* Maintaining accurate timesheets and recording time spent on tasks.
What We Are Looking For:
* Previously worked as a Office Administrator, Financial Administrator, Finance Administrator, IFA Administrator, Financial Services Administrator, Financial planning Administrator or in a similar role.
* Ideally have 2 years of experience in financial services.
* Hold A level or equivalent qualification.
* Strong communication and typing skills.
* Skilled in Microsoft Office, including Word, Excel, and Outlook.
What's On Offer:
* Competitive salary
* Pension scheme
* Private healthcare
* Death in service benefit
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources are an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Contract Opportunity: ServiceNow DORA & Operational Resilience Specialist – UK-BasedDrive compliance & resilience in financial services with a leading ServiceNow Partner! We’re seeking an expert in DORA legislation & operational resilience to help clients translate regulatory frameworks into actionable technical requirements.What You’ll Do:✅ Break down DORA legislation – Simplify complex requirements & guide clients on implementation.✅ Align resilience strategies with ServiceNow – Help organizations optimize their compliance approach.✅ Engage with financial services clients – Provide expert consultancy & technical insights.What You Bring:✔ Extensive DORA & operational resilience experience✔ Strong background in financial services✔ ServiceNow expertise (highly desirable)✔ Right to work in the UKContract Details: Remote-first with occasional client visits & events Join a top-tier ServiceNow Partner ....Read more...
Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector.Functioning within the senior management team, this position bears the main responsibility for brand-related planning and forecasting. Key responsibilities for the FP&A Manager:
As FP&A Manager you will work closely with senior management to increase a company's efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan
Work closely with senior management to build budgets
Delivery of competitor analysis, market trends and associated commentary to the Leadership team
Accurate forecasting of monthly revenues, costs and results
Management of the finance department as well as the purchasing/goods receiving team - team of 4
Margin analysis
Experience working with SAP System, F&B Shop and Opera is desirable
Required Skills
Been a previous FP&A Manager
Qualified Accountant (ACA/ACCA/CIMA)
Advanced Excel skills
Good communication skills both verbal and written
Good planning and organisational skills
Professional approach to work ethics
Previous experience within the financial services sector is a necessity
Lastly, if you are looking for a FP&A Manager role within financial services this is a fantastic role for you.....Read more...
To research and write suitability reports, process risk profiling reports, undertake fund research and model portfolio comparisons, and obtain quotes amongst other tasks.
Processing and maintaining compliant client files
Preparing advisers for client review meetings
Assisting in the preparation of financial reports, suitability letters, and cash flow analysis
Researching and analysing financial products to meet client needs
Administrative duties such as new business processing, collating and providing management information, organising future planning meetings and other day to day office activities
Liaising with product providers and other third parties to gather necessary information
Maintaining client records and ensuring all compliance standards are met
Implementing adviser recommendations
Train towards CII Diploma in Financial Planning qualification over a period of 24-months.Training:Apprentices will achieve the Level 4 Paraplanner apprenticeship standard.
Develop the knowledge, skills and behaviours of successful Paraplanners.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before.
Includes digital study book and exam entry for each CII exam.
The Certificate in Paraplanning includes:
R01 Financial Services, Regulation and Ethics
CF1 can be delivered instead of R01, depending on circumstances
R02 Investment Principles and Risk
R03 Personal Taxation
J09 Paraplanning
Fortnightly workshops for each R0 exam.
All workshops recorded and available on-demand.
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.
Additional resources through RM Advance.
Regular tutorials and assessments from an experienced financial services professional.Training Outcome:Pay review upon successful completion of apprenticeship, independent working, opportunity to progress career towards becoming a financial adviser, help with higher level exams.Employer Description:A successful Wealth Management company providing investment advice. The company has been established for over 13 years.Working Hours :9am - 5pm Monday to Friday.
1-hour lunch. 28 hours work, 7 hours study time/other off the job activities.Skills: Communication skills,IT skills,Number skills,Analytical skills,Time management,Interpersonal Skills,Mathematically Adept,Self-motivated,Desire to progress career....Read more...
An exciting opportunity has arisen for a Paraplanner with 2 years' experience to join a well-established financial planning firm. This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
? Ensure client records are accurate and up to date within office systems.
? Communicate with clients to gather required information and clarify details.
? Work closely with team members to optimise financial planning processes.
? Manage multiple tasks efficiently, meeting deadlines through effective time management.
? Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
? Previously worked as a Paraplanner, Financial Administrator or in a similar role.
? At least 2 years' experience in paraplanning.
? Background working within the financial services sector.
? Level 4 qualified in Paraplanning.
? Excellent report-writing abilities and attention to detail.
? Skilled in Microsoft Outlook and general office software.
? Strong communication and organisational skills.
What's on offer:
? Company pension
? Bonus scheme
? Employee discount
? Life insurance
? Referral programme
? Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect yo....Read more...
Manage and coordinate the daily schedules and appointments of our financial advisers.
Schedule meetings, and events.
Ensure all appointments and commitments are met and prepare the necessary documentation for meetings.
Act as the first point of contact for internal and external communication related to diary management, and our professional connections.
Maintain confidentiality and handle sensitive information with discretion.
Provide general administrative support as needed.
Skills Required:
Excellent organisational and time management skills.
Strong communication skills, both written and verbal, with a high level of experience talking directly to clients.
Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and CRM software.
Ability to multitask and prioritise workload in a fast-paced environment.
Strong problem-solving skills and attention to detail.
High level of professionalism and confidentiality.
Qualifications:
A level student would be preferred with strong Maths and English qualification
Experience of working in the finance/corporate sector will help although not essential
Level of customer service, and telephone skills, with experience liaising directly with clients will also help
Personal Qualities:
Positive attitude to work and great working ethics in terms of time keeping, going that extra mile and eager to learn and grow.
Self-motivated and enthusiastic, being able to work on individual basis as well as within the team.
Training:
Financial Services Administrator Level 3.
Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics.
Develop the knowledge, skills and behaviours of successful Financial Services Administrators.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme.
Includes the CII R01 study e-book and exam entry.
CII and EPA resits are to be covered by the employer.
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors.
All workshops recorded and available on-demand.
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.
Exam tips, tricks, and strategies.
Additional resources through RM Advance.
Regular tutorials and assessments from an experienced financial services professional.
Training Outcome:Writing simple reports, setting up investments, generating quotes and illustrations.Employer Description:Hansa Wealth Management is a dynamic and fast-paced
organisation dedicated to ensuring client service excellence and dealing with day-to-day tasks to the highest standard. We are currently seeking a highly organised and proactive Finance Administrator to join our team.Working Hours :Monday to Friday – 9am to 5pm (1 hour lunch)Skills: Communication skills,IT skills,Organisation skills,Problem solving skills,Professionalism,Ability to multi-task,Confidentiality....Read more...
Managing the reception process for visitors to Sun Court, ensuring that initial arrival procedures are carried out in a manner that gives an excellent impression of the organisation
Assisting in efficiently and politely receive incoming telephone calls, redirecting them to the required person/department so that calls are dealt with quickly
Coordinating the receipt and collection of hand-delivered mail and courier packages
Maintaining the access security function
Where necessary, providing administrative support to specified members of the team
Maintaining support services, including desk moves and changes, intranet telephone lists and voicemail messages
Supporting other departments by understanding key tasks and providing support when required
Providing administrative support necessary for both external and internal client meetings, i.e., diarising and provision of serviced meeting rooms, and liaising with external caterers
In liaison with management, co-ordinating attendance and response to ad-hoc in-house presentations
Supporting the Front Office Team with daily tasks
Training:Level 3 Financial Services Administrator Apprenticeship StandardThe Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sectorAs 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:You will eventually progress to fully support the Relationship Management team in managing the loan book.Employer Description:Butterfield, we provide specialised international financial services. Operating in multiple jurisdictions, with focus on results, value relationships, and celebrating success.Working Hours :Monday - Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Microsoft proficiency,Fast, accurate and reliable....Read more...
An exciting opportunity has arisen for a Paraplanner with 2 years' experience to join a well-established financial planning firm. This full-time role offers excellent benefits and a salary range of £40,000 - £45,000.
As a Paraplanner, you will support financial planners by preparing reports, conducting research, and ensuring compliance and accuracy across client documentation.
You will be responsible for:
* Ensure client records are accurate and up to date within office systems.
* Communicate with clients to gather required information and clarify details.
* Work closely with team members to optimise financial planning processes.
* Manage multiple tasks efficiently, meeting deadlines through effective time management.
* Provide exceptional customer service by responding to client inquiries and concerns promptly.
What we are looking for:
* Previously worked as a Paraplanner, Financial Administrator or in a similar role.
* At least 2 years' experience in paraplanning.
* Background working within the financial services sector.
* Level 4 qualified in Paraplanning.
* Excellent report-writing abilities and attention to detail.
* Skilled in Microsoft Outlook and general office software.
* Strong communication and organisational skills.
What's on offer:
* Company pension
* Bonus scheme
* Employee discount
* Life insurance
* Referral programme
* Financial planning services
Apply now for this exceptional Paraplanner opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Job Description:
Do you have experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle.
Skills/Experience:
Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework
Strong communication and stakeholder management skills
Positive and self-motivated with a can-do attitude to problem solving.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Core Responsibilities:
Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as 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: 15942
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...
Harper May is partnering with a leading financial services company in Central London, known for its innovative approach and consistently ranked as one of the best places to work in the UK. We are currently seeking an experienced and dynamic Finance Manager to join their prestigious team. This is a fantastic opportunity for a driven individual to advance their career in a forward-thinking and supportive environment.Key Responsibilities:
Overseeing the monthly consolidated management accounts (P&L, Balance Sheet, Cashflow, and Key Metrics) and meticulously preparing information packs for submission to the Financial Controller.Driving continuous enhancements to the Group's monthly financial reporting process and internal controls, including intercompany transactions.Conducting regular reviews and substantiations of the Group's balance sheet and critical controls.Providing expert technical accounting knowledge and maintaining the Group's accounting and financial policies.Supporting in the consolidation and preparation of annual statutory financial statements for Group entities.Contributing to the planning and execution of the Group's year-end audit to ensure timely and budgeted delivery.Ensuring the Group's financial control framework is robust and that all financial reporting obligations across the company meet high standards.Identifying opportunities to fortify the financial control environment and overseeing their implementation.Undertaking other Finance Manager responsibilities as required to support the Group Financial Controller.
Requirements:
Demonstrated experience in management reporting.Proven expertise in relevant accounting practices and technical knowledge (Financial / Management information).Meticulous attention to detail and a strong focus on controls.Collaborative team player dedicated to achieving collective team objectives.ACCA / CIMA / ACA qualification preferred, showcasing commitment to professional excellence.....Read more...
Coordinating office activites and working with a Senior Administrator and in house Financial Advisers
Handling internal and expernal phone calls and correspondence
Overseeing day-to-day office functioning
Provide support to Management
Use of CRM systems, data input and output
Preparation and working with third parties to assist in client reporting
Filing and scanning documents
The use of third parties software
Training:
Financial Services Administrator Level 3 Apprenticeship Standard
All training to be provided at 7 Oaktree Place, Exeter EX2 8WA
Online and assisted with third parties
Training Outcome:
An excellent opportunity to progress to either a Paraplanner or Financial Planner specialising in certain areas specific to Financial Planning, for both individual and corporate clients
Employer Description:Bespoke Financial Guidance Ltd is an established financial planning practice and established for over 18 years. Providing advice to clients throughout the UK.
We are part of a FTSE 100 company and the largest network of Financial Advisers in the UK.Working Hours :Monday - Friday, 09:00 - 17:00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Analytical skills,Team working,Initiative....Read more...
Job Description:
Our client, a successful financial services firm, is currently looking for a Compliance Advisory Officer to join the team on a full-time and permanent basis. In this broad role, you will be responsible for interpreting FCA regulations, guidance and publications. The ideal candidate will have at least 2 years’ experience in a compliance or audit role within financial services, and strong knowledge of the FCA handbook.
Skills/Experience:
At least 2 years of experience in a compliance or audit role within financial services.
Strong knowledge of the FCA handbook and the ability to interpret and apply its guidance.
Excellent communication skills – you will need to explain regulatory requirements clearly and influence people at all levels.
Ideally degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Positive and self-motivated with a can-do attitude to problem solving.
Core Responsibilities:
Interpreting and communication FCA regulations, guidance and publications.
Responding to compliance queries, flagging and reporting compliance issues.
Review and approval of financial promotions created by our Marketing and Investment Management teams.
Acting as a key stakeholder in projects, offering advice on governance and regulatory matters.
Contributing to the development of a positive compliance culture, ensuring our values and customer-first approach are consistently delivered.
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: 15940
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 a background in accounting with a solid understanding of the production of statutory accounts? Our client, a leading financial services firm, is seeking an experienced Financial Reporting Senior Accountant to join their Glasgow team on an initial 6 month fixed-term contract.
In this broad role, the successful candidate will be responsible for conducting prompt and precise reviews of year-end and half-year financial statements, coordinating with auditors and various operational teams, and reviewing monthly board reports (management accounts) for Investment Trust clients.
Essential Skills/Experience:
Accounting experience and/or Accounting qualification or studying towards an accounting qualification
IOC or equivalent professional qualification – if not already completed would be expected to study towards
Sound technical experience in preparation and review of statutory accounts
Solid understanding of statutory and regulatory reporting requirements
Experience working in the Financial Services Sector
Advanced numerical skills and accounting knowledge
Proficient with Microsoft Excel
Knowledge of UK/Lux GAAP, IFRS, and SORP for Authorised Funds desirable
Core Responsibilities:
Review of IFRS10 reporting, actual distribution rates, closed funds balance sheets, revenue forecasts, performance and management fees
Review of year end and half year financial accounts
Review of net asset values reported to Association of Investment Companies (AIC) and Stock Exchange
Meet client KPI’s and service delivery commitments
Review of returns to HM Revenue & Customs and Office for National Statistics (e.g. quarterly VAT, National Statistics returns)
Review of monthly board papers (management accounts)
Timely completion of internal team management information
Oversight of receipts and payments and maintenance of accounting records
Assess team processes to improve efficiency, control and to reduce risk
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: 16043
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.
INDCAS....Read more...
Support: Assist Training and Competency Managers and senior Management team
Administration Support: Diary management, maintaining Training & Competence Scheme
Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
Database Management: Various tasks related to the company’s electronic record system
Risk Management: Oversee control systems to prevent or assess risk.
Communication: Liaise with advisers, clients, and external partners
Additional Support: Provide administration support to the adviser team and senior management.
Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential
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:Opportunities for further training and career development.Employer Description:Bower is more than one of the most established and recognised independent companies in the equity release advice space.
With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help you get to where you want to be.
Each of our expert advisers work tirelessly to make sure you receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise you not to go ahead than provide you with the wrong product or service.Working Hours :Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Analytical skills,Team working,Time management,Proactive....Read more...
Financial Administration: Assist in maintaining financial records, processing invoices, and accounts payable/receivable
Reporting & Analysis: Support the preparation of financial reports
General Business Support: Provide administrative support for business operations, including data entry, maintaining filing systems, disposing of confidential waste, archiving, scanning and preparing documents for meetings
Stock - Assist in the maintaining of stock levels. This includes Stationary, PPE, Consumables, Marketing materials, cleaning supplies
Compliance & Regulations: Help ensure that the company adheres to financial regulations and standards, assisting with audits and compliance checks
Client & Supplier Communications: Communicate with clients and suppliers regarding billing and financial matters, providing a high level of customer service
Project Support: Assist in the management of business projects by providing finance-related insights and maintaining project budgets
Learning and Development: Engage in on-the-job training and study towards a relevant qualification
Training:
Business Administrator Level 3 Apprenticeship Standard
The training will take place at Doncaster College and you will attend one day per week over the duration of your apprenticeship
Training Outcome:
There are career opportunities to develop you further within our company
Black Diamond can be a long-term place for you, we have qualified apprentices still working with us now
Employer Description:Black Diamond Security is a leading provider of security solutions, specializing in safeguarding businesses and individuals with advanced security systems and services. We are committed to offering high-quality, reliable security services to our clients while maintaining a focus on innovation and customer satisfaction. We are currently seeking a motivated and ambitious Business and Finance Apprentice to join our team and gain valuable hands-on experience in the financial and business operations of the security industry.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: 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,Strong interest in business,Excellent attention to detail,Time-management,Microsoft Office Skills....Read more...
An exciting opportunity has arisen for a Accounts Senior / Senior Accountant with 3 years PQE to join a well-established firm of Chartered Accountants. This full-time role offers excellent benefits and a salary range of £55,000 - £100,000.
As a Accounts Senior / Senior Accountant, you will oversee a portfolio of clients, including SMEs, corporations, and high-net-worth individuals, ensuring the provision of high-quality accountancy, tax, and advisory services.
You will be responsible for:
? Overseeing the preparation and review of financial statements and management reports in line with accounting standards.
? Providing tax planning advice, preparing and reviewing tax returns, and ensuring timely compliance.
? Advising clients on financial strategy, risk management, and business growth.
? Supervising, mentoring, and supporting junior team members in their professional development.
? Identifying and implementing process improvements to enhance efficiency.
What we are looking for:
? Previously worked as an Accounts Senior, Accounts supervisor, Chartered Accountant, Client manager, Practice Manager, audit and accounts senior or in a similar role.
? At least 3 years of PQE, ideally within an accountancy practice or professional services firm.
? Fully qualified Chartered Accountant (CA, ACA, ACCA, or equivalent).
? Background in managing client relationships and delivering high-quality consultancy services.
? Strong technical knowledge of financial reporting standards and tax regulations.
? Skilled in accounting software such as Xero, Sage, and QuickBooks.
What's on offer:
? Competitive salary
? Career progression opportunities within a thriving and supportive environment
? Exposure to a diverse client base across multiple industries
? A professional and collaborative workplace with a focus on continuous development
Apply now for this exceptional Accounts Senior opportunity to work with a dynamic team and further enhance your ....Read more...
An exciting opportunity has arisen for a Accountant / Senior Accountant with 3 years PQE to join a well-established firm of Chartered Accountants. This full-time role offers excellent benefits and a salary range of £55,000 - £100,000.
As a Accountant / Senior Accountant, you will oversee a portfolio of clients, including SMEs, corporations, and high-net-worth individuals, ensuring the provision of high-quality accountancy, tax, and advisory services.
You will be responsible for:
? Overseeing the preparation and review of financial statements and management reports in line with accounting standards.
? Providing tax planning advice, preparing and reviewing tax returns, and ensuring timely compliance.
? Advising clients on financial strategy, risk management, and business growth.
? Supervising, mentoring, and supporting junior team members in their professional development.
? Identifying and implementing process improvements to enhance efficiency.
What we are looking for:
? Previously worked as an Accountant, Accounts Senior, Accounts supervisor, Senior Accountant, audit and accounts senior or in a similar role.
? At least 3 years of PQE, ideally within an accountancy practice or professional services firm.
? Fully qualified Chartered Accountant (CA, ACA, ACCA, or equivalent).
? Background in managing client relationships and delivering high-quality consultancy services.
? Strong technical knowledge of financial reporting standards and tax regulations.
? Skilled in accounting software such as Xero, Sage, and QuickBooks.
What's on offer:
? Competitive salary
? Career progression opportunities within a thriving and supportive environment
? Exposure to a diverse client base across multiple industries
? A professional and collaborative workplace with a focus on continuous development
Apply now for this exceptional Accountant opportunity to work with a dynamic team and further enhance your career.
Important Information: We end....Read more...
