Company Secretarial Senior ManagerJob Type: Full Time, PermanentLocation: BorehamwoodSalary: £CompetitiveAbout Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience. The RoleSopher + Co is looking for an experienced Chartered Secretarial Manager to join our team in Borehamwood. This senior position will deliver services to a growing portfolio of UK entities and will contribute to the department's development and success. The role focuses on building the department and increasing department fees by 20% year on year, upselling and cross-selling the department's services (both existing and new offerings), being client/outward-facing and networking accordingly, raising the profile of the department through blog writing, training, presentations, etc., bringing new ideas and initiatives to the department, and embracing technological changes and advancements. Additionally, the role will focus significantly on compliance, AML, KYC, and other internal matters to help the firm remain compliant in all aspects of client onboarding. Other duties and responsibilities include, but are not limited to: Duties and Responsibilities
Provide advice to clients and colleagues, on company secretarial matters, acting as a point of contact for technical queries.Manage a portfolio of clients and contribute to the smooth operation of the company secretarial department.Oversee the maintenance of statutory registers for a portfolio of clients' companies and LLPs, ensuring data accuracy and compliance with best practices.Collaborate with the tax department on SEIS and EIS applications.Manage both complex corporate actions and basic form filings, including but not limited to:Capital reductions via solvency statementsShare capital reorganisations (e.g., allotment, subdivision, consolidation, share buybacks, redenomination, and creating new share classes)Preparation of Capitalisation (CAP) tables to assist with complex restructures, the provision of options and share based incentives and to support external equity investments.Share transfers and arranging Stamp Duty payments where requiredVoluntary striking off private companies and LLPsAssist with amendments to articles of association and ensure timely submission of filings to Companies House.Preparation of dividend paperwork and basic forms (e.g., changes to company name, registered office, officer or shareholder details).Manage the department’s template library.Ensure compliance with legal and regulatory requirements in the registration and annual statements of UK establishments of overseas companies.Ensure compliance with internal matters, including AML, KYC, and other compliance-related tasks.Collaborate with the Business Support Team/Manager on client onboarding processes and work closely with them on annual KYC reviews. Provide guidance where necessary, though onboarding remains under their responsibility.Support the team in obtaining AML documentation for newly incorporated clients and collaborate with the Business Support Team to address existing gaps in client files.Build and maintain relationships with key stakeholders, including regulatory bodies, legal counsel, and senior client representatives.Focus on building the department and increasing fees by 20% pa.Upsell and cross-sell the department's services - both existing and new.Be client/outward-facing and network accordingly.Raise firm profile through blog writing, training, presentations, etc.Bring new ideas, initiatives and technology to the department.Future opportunity to be the Firms MLO
Personal Requirements Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. We enjoy working with people who can work well with others and in turn enjoy working amongst a diverse team of professionals. You will also have/be:
Practice experience in providing corporate secretarial services in the UKStrong technical expertise in company secretarial practice, with practical experience indrafting articles, capital reductions, share buybacks, and other corporate proceduresGood understanding of company secretarial administration and the Companies Act 2006Excellent compliance knowledge around Client onboarding, AML and KYC mattersICSA Fellow or equivalent senior-level qualificationStrong written and verbal communication skills, with attention to detailStrong planning and time management skillsAbility to network internally and externallyClear communication and presentation abilitiesAbility to apply and expand expertise
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believes in staff development and continuously encourage internal progression. Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success.....Read more...
Personal Tax Semi-SeniorJob Type: Full Time, PermanentLocation: BorehamwoodSalary: £Competitive About Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience. The RoleWe are looking for an experienced Tax Semi-Senior to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You’ll also be responsible for preparing annual tax returns for a portfolio of clients including individuals, partnerships and trusts. Other duties and responsibilities include, but are not limited to:
Preparing annual tax returns for individuals, partnerships, trusts and forms P11Ds/PSAs/ATEDs, non-resident landlordsDealing with multi property rental accountsObtaining missing information from the client, third parties or elsewhere in the firm as appropriateEnsuring all deliverables are delivered at the correct level and end product being of high quality and within the appropriate deadlineAssisting in dealing with Enquiries raised by HMRCPreparing basic capital gains computationsPreparing/amending and/or approving letters and emails for the supervisor’s approvalDrafting replies to client or third-party correspondence, seeking further input as appropriatePreparing other forms etc. as required by HMRC or other third partiesDocument and communicate workflow status to Manager on a regular basisEnsure all jobs are completed within specific budgets, keeping Managerinformed at all times of progress of jobEnsure timesheets are completed and submitted weeklyMonitoring chargeability on a weekly basisVarious ad hoc work as it arises such as technical researchEnsure WIP levels are kept within set budgets and advise Manager of potential budget over runsAssist junior staff in developing their understanding of the various software packages, tax laws and statutory requirementsAttend all allocated internal and external training sessions as required
Personal Requirements Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. You will also have/be:
Previous professional practice experience in taxationExperience of at least one tax seasonsSolid understanding of tax softwareStrong knowledge of Microsoft Office Suite, particularly Excel QualificationsA relevant degree or equivalentStudying towards ATT/CTA qualification SkillsStrong communication skillsAdvanced computer operational skillsGood time management skillsExperience working with CCH and Virtual CabinetThe ability to self-manageOrganisedGood attention to detailReliableProactive
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.....Read more...
Tax Technical Advisor (Senior Partner Assistant) Job Type: Full Time, PermanentLocation: Mayfair / Borehamwood (Typically, 1 day a week to be worked from Borehamwood office)Salary: £Competitive About Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then, we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience. The RoleAt Sopher + Co we make it our business to understand and add value to our clients personal and business affairs whilst building a lasting relationship based on trust and mutual respect. That’s why so many prestigious clients in the world of entertainment, media, music and show business recommend us year after year. We’re looking for an experienced Tax Technical Advisor PA. To provide support to the firm’s Senior Partner. The Senior Partner is extremely knowledgeable from a technical point of view yet able to offer a pragmatic and commercial approach to complicated client matters. The role requires a complementary individual to provide support in client meetings and in delivering the required client service thereafter. The role also involves working with the Tax Department and building a portfolio of entrepreneurial and High Net Worth clients.
Attend client meetings with the Senior Partner and assist with technical input/client knowledge (developed over time)Onboarding new clientsFollow up on action points following the meeting, be it preparing fee quotes, undertaking the work personally or liaising with the accounts/tax teams in Borehamwood as appropriateDrafting advice memos for clients as well as answering clients’ queries Monitor the Senior Partner’s inbox and assist where appropriate (e.g.projects which you are working on)Drafting responses to HMRC queriesTake control of the management of the delivery of the Senior Partner’s projects and the subsequent billing processDrafting instructions to CounselDevelop working relationships with the tax team and keep them abreast of matters relevant to the preparation of tax returnsTaking ownership for financial management of your WIP including billing targets, cash collection and providing quotes for new work. Maintaining client fee expectations with pre-approval where necessaryEnsure timesheets are completed and submitted weeklyPartake in networking events with a view to developing the firm’s businessKeep abreast of developments in accounting, taxation and relevant computer software.Communicate with colleagues, supervisors and clients in an honest and direct manner Maintain client confidentiality at all times in accordance with Sopher + Co HR Policies & ProceduresEnsure full care is taken in the performance of all duties in order to protect the health and safety of oneself, fellow employees, visitors and contractors of Sopher + Co, in accordance with the Sopher + Co HR Policies & ProceduresBecome familiar, and work in accordance with, the Sopher + Co HR Policies & Procedures
Personal Requirements
Previous experience in a medium size practiceStrong tax technical and practical expertise within the private client tax arena with demonstrable broad experience of the tax affairs of nondomiciled individuals, entrepreneurs and share schemes for small and medium-sized enterprises. Should have a solid understanding of domicile, residency and cross broader issues (specifically US/UK)Aptitude for research and the ability to prepare complex written advice/calculationsExperience in identifying opportunities for business development on tax clients and across other service lines would be advantageous Strong IT skills (e.g. Microsoft Office - notably, Excel)CTA qualification is highly desirable; however, strong QBE candidates will also be consideredAbility to build good relationships with clients as well as colleagues across all departmentsExcellent management skills, is comfortable managing upwards and organised enough to manage multiple projects at one timeAbility to work autonomously, able to operate well on little informationStrong communication skills, be it face-face, email or in writing, and have an emotional intelligence in dealing with sensitive private client matters e.g. divorce cases, business partner disputes
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable, warm and friendly environment and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.....Read more...
US / UK Personal Tax Assistant ManagerJob Type: Full Time, PermanentLocation: MayfairSalary: £CompetitiveAbout Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats. Our roots in Elstree led to our early client base in the media and entertainment industry. Since then we have grown immensely, with our portfolio now spanning over 20 industries. Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience.We are looking for an experienced Tax Assistant Manager to join our growing Tax team in our Borehamwood office. The role offers variety, autonomy and the opportunity to work with an incredibly broad range of clients. You’ll also be responsible for providing US and UK individual tax advisory and compliance services to US connected individuals. Other duties and responsibilities include, but are not limited to:
Taking ownership for financial management of the portfolio, WIP management, billing targets and cash collectionParticipate in developing and pursuing new clients including preparing for, attending meetings and drafting follow up correspondenceDocument and communicate workflow status to Manager on a regular basisEnsure all jobs are completed within specific budgets, keeping Manager informed at all times of progress of jobEnsure timesheets are completed and submitted weeklyEnsure WIP levels are kept within set budgets and advise Manager of potential budget over runsEnsure productivity level meets or exceeds budget expectationDraft Bills for clients and submit to Manager for approvalAssist junior staff in developing their understanding of the various software packages, tax laws and statutory requirementsSupervising junior members of staff with an active role to maximise their performance and during the annual staff appraisal processKeep abreast of developments in accounting, taxation and relevant computer softwareAttend all allocated internal and external training sessions as required
Personal Requirements Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work. We are looking for people who embrace the 3 C’s – change, challenge and commitment. You will also have/be:
At least 5 seasons’ experience with US and UK personal tax complianceExperience of review and signing US and UK income tax returnsManagement / coaching of junior members of staffExperience with CCH ProSystem and UK tax preparation softwareEnrolled Agent, ATTEntrepreneurial self-starterExperience working with US and UK tax rules and efficiently managing the interaction between the two tax regimesKnowledge and experience with corporates and trusts (preferred by not essential)Experience of signing US tax returnsSupervision of junior staff in gathering information for completion of US and UK tax returnsGood problem-solving skills to address client issuesStrong communication and interpersonal skills between clients, staff and managementAdvanced computer operational skillsOrganised and with a high level of time management skills and solid attention to detailExperience working with CCH and Virtual CabinetThe ability to work with prestigious clients who require complete confidentialityKnowledge and experience with trusts advantageous but not essentialTeam player and promoter of a positive working culture among the team members
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer. Sopher + Co strongly believe in staff development and continuously encourage internal progression.Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success of our business.....Read more...
Senior Multi Skilled Engineer £57k 4 on / 4 0ff | Days and NightsHertfordshire
Synergi are recruiting for a Senior Multi Skilled Engineer. This role will be working for an established company that provides job security, progression and training. The Senior Multi Skilled Engineer will be responsible for preventative and continual development of production equipment (mechanical, electrical, instrumentation and controls.Responsibilities for the Senior Multi Skilled Engineer
Take a leading role in communicating work instructions
Overseeing maintenance, calibration, repairs, set-up of production equipment ensuring all relevant guidelines and practices detailed below.
Cover key managerial responsibilities as directed by the Engineering Shift Manager.
Undertake maintenance, calibration, repair, and continual development of equipment within the scope of the Engineering Department.
Engage with the planning activities each month and for shutdowns.
Ensure the maintenance and use GMP documentation
Drive continuous improvement to all engineering processes and procedures
Ensure all activities are carried out within the Right First Time principle and in a safe manner.
Lead and encourage the team to improve Health and Safety and working practices.
Requirements for the Senior Multi Skilled Engineer
Experience within the following industries: Manufacturing/Food/Brewery/Dairy/petrochemical
HNC or equivalent formal qualification in main discipline
Full indentured apprenticeship with experience and additional study
Formal qualification in at least one other engineering discipline
Formal qualifications for statutory requirements such as B&P, L*, 17th ED
Relevant engineering degree
Recognised management qualification (eg. IOSH, ILM)
Contact Information: Please apply below or Contact Emmanuel on 01923 227 543 alternatively you can send your CV ....Read more...
Domestic and Laundry Assistant – Borehamwood, Hertfordshire Location: Meadowhill Care Home, Castleford Close, Borehamwood, Hertfordshire, WD6 4ALSalary: £12.21 per hour, plus a 50p per hour weekend enhancement Hours: 37.5 hours per week, 8am to 4pm, shifts will be across Monday to Sunday (including alternate weekends)Job type: PermanentCome and make a difference with the team at Westgate Healthcare! #CareWithUsAtWestgateBe part of an exciting new beginning at Meadowhill Care Home, our state-of-the-art luxury care home due to open its doors in April 2025.As a Domestic and Laundry Assistant, you will play a vital role in ensuring our care home remains a clean, hygienic and comfortable place for our residents and staff.If you are passionate about making a difference and want to be part of an exciting new venture, we would love to hear from you!Why work at Westgate?
Competitive pay rates with enhanced pay on weekends and bank holidaysEqual pay for young workers who are paid the same as staff aged 25+Improve your financial wellness and flexibility with Wagestream; access your wages before pay day and enjoy exclusive discounts at a variety of the UK’s favourite shopsAccess to the Blue Light Card (employee discount scheme)Access to other discount schemes; Byond Prepayment Card (employee cashback card), Extras Discounts (employee discount scheme) and Cycle to Work SchemeRefer a Friend Scheme - earn up to £500 for a successful referral!Internal and external employee recognition schemes (e.g. Employee of the Month and Long Service) and team building social eventsSupport in achieving additional qualifications, including nationally recognised qualificationsAccess to financial and wellbeing support through The Care Workers Charity Comprehensive staff induction with free training and professional development
About the role:
Clean all public areas, corridors and lounges regularlyClean our residents' rooms whilst maintaining their right to privacyEnsure that all public areas and staff facilities meet company standards at all timesKeep equipment maintained and stored properlySort laundry into appropriate wash cycles to avoid items being damagedWash, dry and iron all linens and residents personal clothing with the utmost care and in accordance to manufacturers recommended instructionsOperate the laundry equipment, washing machines, tumble driers, rotary iron, etc.Sort residents’ laundry to ensure each resident receives their own items of clothing backReturn all clean linen to linen cupboards and clothing to resident’s rooms on a regular and timely basis, ensuring care staff have sufficient clean linen available to carry out their dutiesLabel all company linen with the labels providedMaintain the laundry area by keeping the areas clean and tidyCarry out general household duties that promote the welfare of our residentsEnsure that residents are helped to retain their dignity and individuality
About you:
The right to live and work in the UKPrevious experience in a cleaning or laundry position in a care home is essential to be consideredAn understanding of Health and Safety, Infection Control and COSHHA caring nature, positive attitude and the ability to work in a teamGood communication skills, both verbal and writtenWilling to work flexibly, including weekends and bank holidays
We reserve the right to close this vacancy once we receive suitable applications, therefore, an early submission is encouraged. Due to a high volume of applications, if you do not hear from us within working days, please assume that your application has been unsuccessful.Westgate Healthcare is an equal opportunities employer, and we welcome applications from all suitably qualified candidates regardless of their race, sex, disability, religion/belief, sexual orientation or age.WGHROB....Read more...
Activities Lead – Borehamwood, Hertfordshire Location: Meadowhill Care Home, Castleford Close, Borehamwood, Hertfordshire, WD6 4ALSalary: £14.00 per hourHours: 37.5 hours per week (including alternate weekends)Job type: PermanentCome and make a difference with the team at Westgate Healthcare! #CareWithUsAtWestgateBe part of an exciting new beginning at Meadowhill Care Home, our state-of-the-art luxury care home, opening in April 2025. As our Activities Lead, you’ll be at the heart of building a vibrant, engaging and inclusive environment for our residents.Nestled in the heart of Borehamwood, Meadowhill Care Home combines modern design with a warm and welcoming atmosphere. Boasting 75 private rooms and luxurious communal spaces, Meadowhill is tailored to meet the unique needs of residents in a safe and peaceful environment.As the Activities Lead, you will design and implement a varied programme of events, activities and social opportunities tailored to our residents’ interests, abilities and preferences. You’ll play a key role in fostering a sense of community, ensuring residents live fulfilled and meaningful lives.Why work at Westgate?
Competitive pay ratesImprove your financial wellness and flexibility with Wagestream; access your wages before pay day and enjoy exclusive discounts at a variety of the UK’s favourite shopsAccess to the Blue Light Card (employee discount scheme)Access to other discount schemes; Byond Prepayment Card (employee cashback card), Extras Discounts (employee discount scheme) and Cycle to Work SchemeRefer a Friend Scheme - earn up to £500 for a successful referral!Internal and external employee recognition schemes (e.g. Employee of the Month and Long Service) and team building social eventsSupport in achieving additional qualifications, including nationally recognised qualificationsAccess to financial and wellbeing support through The Care Workers Charity Comprehensive staff induction with free training and professional development
About the role:
Develop and coordinate a diverse activities schedule, including social, physical and cognitive activitiesEngage with residents to understand their interests and create activities that reflect their individualityOrganise events such as arts and crafts, fitness sessions, musical performances and outingsCollaborate with the care team to ensure activities align with residents’ care plansLead and inspire a small team of activity coordinators Maintain budgets and ensure activities comply with health and safety standards
About you:
Previous experience working in the care sectorA creative and enthusiastic personality with experience in planning and leading activities, ideally in a care or community settingExcellent interpersonal and communication skills, with the ability to connect with residents of all backgroundsStrong organisational skills and good attention to detailA passion for making a positive impact and making a difference
If this sounds like the role for you, we would love to hear from you. Apply today!We reserve the right to close this vacancy once we receive suitable applications, therefore, an early submission is encouraged. Due to a high volume of applications, if you do not hear from us within working days, please assume that your application has been unsuccessful.Westgate Healthcare is an equal opportunities employer, and we welcome applications from all suitably qualified candidates regardless of their race, sex, disability, religion/belief, sexual orientation or age.WGHROB....Read more...
Finance Director – Borehamwood, HertfordshireLocation: Westgate Healthcare Head Office, Unit 3, Devonshire Business Park, Chester Road, Borehamwood, WD6 1NASalary: CompetitiveHours: 37.5 hours per weekShifts: 9:00am to 5:00pm, Monday to Friday Job type: PermanentAnnual leave: 25 days, plus bank holidaysWestgate Healthcare is an award-winning, family-run care home operator. We have 9 care homes across London, Essex, Herts and Bucks and we are growing with 2 further developments in the pipeline. In addition to the care homes, the company also owns a Holiday inn.The Finance Director should be qualified (ACA/ACCA/CIMA or equivalent), competent and experienced to manage the finances of Westgate Healthcare Group Ltd, including all subsidiaries and associated companies. They will be expected to take responsibility for the finance related functions of the business, liaise and provide timely information as required to internal and external bodies, take a service led approach to work to ensure that finance maintains a high reputation with clients, and take the initiative to work with the Directors to improve and grow the business, such as through monitoring of KPI’s, cost rationalisation and operational improvements and innovations.In their role, the Finance Director will take responsibility for the finance team, comprising staff dealing with management accounts, credit control, sales ledger, purchase ledger and payroll. They should lead the team and supervise and appraise each member, encouraging and assisting them to excel in the work place. The Finance Director will also be expected to liaise with the company’s care homes and hotel, assisting them and guiding them in dealing with financial affairs, such as fee negotiations, staff costing, purchase invoices and finance management on site.About the role:
Take charge of all finance functions for Westgate Healthcare and its subsidiaries, in conjunction with support from the finance team, and report to the Board of DirectorsEstablish and monitor the implementation and maintenance of accounting control procedures in compliance with accepted policies and proceduresPrepare and review financial reporting on all subsidiaries, inter-company account reconciliations and consolidation of all company accounts to produce group level financial accountsPreparation of monthly, quarterly and annual management accounts and associated reports for each subsidiary company and the overall group, ensuring that internal and external deadlines are metCash flow forecasting, analysis and managementOversee and manage sales ledger and credit control. Liaise with the home managers and relevant LA and CCG’s to resolve bad debtsOversee and manage payroll and contact with HMRCOversee and manage purchase ledger department and invoice controlPreparation of statutory accounts and audit files, and liaise with external auditorsLiaise, in conjunction with CEO and Directors, with banks regarding loans, credit facilities, banking facilities, and associated covenants and KPI’s and future debt funding.Preparation and presentation of information required by banks, such as KPI’s, monthly fee and occupancy reports and quarterly financial and budget reportsVariance analysis of cost centres and margin analysis. Suggest and lead improvements resulting from thisProducing and monitoring annual budgets and company forecastsAssist homes in setting up and negotiating contracts with private clients, local councils, and NHSWork with Directors to negotiate with key suppliers, setting up home and group wide preferred supplier lists including insurance and utilities contracts.Set up new systems and procedures to enhance efficiency, such as making use of technology in this respectUse initiative to suggest improvements to the operations of the business and identify opportunities Hold regular business reviews with care home management on-site and also liaise with staff at the quarterly manager meetings held at Head OfficeDevelop and implement improvements on the finance side in conjunction with the CEO, such as securing bank loans and refinancing and improving policies and procedures
About you:
The right to live and work in the UKQualified Accountant (ACA/ACCA/CIMA or equivalent) with significant post qualification relevant experienceSignificant experience in the finance field, preferably in the care home industry, overseeing standard finance functionsSolid experience of finance related IT systems, e.g. Sage, XERO as well as basic Microsoft programs, with advanced excel skillsAdept in developing and mentoring a team to a high achieving standard whilst promoting a positive and collaborative working environmentStrong reporting skills and proven ability to deliver under tight deadlines and balance multiple objectivesStrong commercial acumen and be highly motivatedGood presentation skills, flexibility in approach and attitude, good leadership skills and attention to detail
Come and make a difference with the team at Westgate Healthcare! #CareWithUsAtWestgateWe reserve the right to close this vacancy once we receive suitable applications, therefore, an early submission is encouraged. Due to a high volume of applications, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful.Westgate Healthcare is an equal opportunities employer, and we welcome applications from all suitably qualified candidates regardless of their race, sex, disability, religion/belief, sexual orientation or age.WGHROB....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...
Administrative support to the practice financial advisers and ensuring the efficient operation of investment processes
This role involves various tasks related to portfolio management, client services, and record-keeping
Drafting reports and paraplanning from basic annual review letters to portfolio fund switches, to more complex cases as training progresses
Attention to detail is key
Being able to work under pressure and to tight deadlines is key
Teamwork with the acumen and mental maturity to think outside the box; request help from the appropriate channels is also key to both practice support and personal development
Key Responsibilities:
Portfolio Administration:
Maintain accurate records of investment transactions
Monitor portfolio positions and rebalance upon request using our fund switch platforms
Compliance and Regulation:
Ensure adherence to all relevant investment regulations and compliance standards, this includes GDPR, and client confidentiality
Assist in the preparation of regulatory filings and reporting
Generating client reports in line with Consumer duty and in house compliance regulations:
Annual review reports
Investment reports
Replacement reports which require analytical processes
Collating information from existing providers to build a case for final recommendations
Research and Analysis:
Conduct research on investment products at hand and requesting necessary information
Assist in data analysis and critical yield analysis in due time
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 note books 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:In house training on paraplanning and report writing along with the following:
Client Data input into the Salesforce CRM platform
Generating investment valuation reports, and preparations for client meetings
Detailed investment report writing, in compliance with FCA regulatory procedures
Diverse client cases to progress with more complicated investment & Trust set ups
CII Level 4 Certificate in Paraplanning
Employer Description:We are a practice operating for over 15 years, which provides financial planning advice to individuals, families, and SME’s.
We specialise in Investment Planning, Retirement Planning, Inheritance Tax Planning, Protection Planning and Estate Planning advice on a personal and corporate level.
We are highly active with client events, seminars, and webinars.
We have been helping individuals, families and SME’s gain financial independence and security, offering honest advice, guidance, and assurance that we are taking care of everything in the background.
Our practice has been growing rapidly over the last 5 years and would like to progress our practice on another level.
We have over almost £100 million funds under management, and over 700 clients that we service, and are looking to expand the team to support our growing client bank.Working Hours :Monday - Friday, 9.00am - 5.00pm (1 hour lunch)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Knowledge of compliance rgltn,Working collaboratively,Willingness to learn....Read more...
