About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
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:
· R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
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:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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.
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....Read more...
To provide administrative support to the Partner/Practice Manager to ensure that the Partner’s relationships with their clients can be optimised and assist with the daily operation of the office.
Provide high-level technical and administrative support to the Partner (Adviser)
Deal effectively with queries from clients and other parties through effective communication
Prepare files including required compliance documentation; research; illustrations and supporting documentation
Ensure that files are complete with all required client identification documentation and necessary application forms
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Carry out training as required to fulfil role effectively, online, in-house and externally (expenses will be paid where required)
Training:Level 3 Financial Services Administrator apprenticeship standard.
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 of 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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could 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:Administration, through to Paraplanning (including further apprenticeship), through to Advising (full training given via St. James's Place) and ultimately business ownership if chosen.Employer Description:We believe that our clients want a service that is simple, transparent and effective. We use a straightforward process designed to systematically assess, organise, deploy and monitor the on-going management of our clients’ wealth.
We provide three key services to help you to build, manage and protect your wealth;
Advice to make sure you are taking the right action. This includes tailored and comprehensive financial planning, using sophisticated lifetime cash flow analysis to help quantify your goals, objectives and lifestyle requirements. We also provide focused advice on specific areas to help you meet your financial objectives.
When we fully understand your requirements, we will recommend options that will help you to achieve your goals. We do this in a way that allows our clients to only pay attention to what is important, rather than dealing with reams of paperwork.
Finally - and perhaps most importantly - we keep things under regular review.Working Hours :Monday to Thursday, 9am-5pm and Friday 9am-4pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Initiative,Patience,Positive attitude....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Provide administrative support to the financial advisor and other team members
Assist with processing client documentation and maintaining accurate records
Handle client queries by phone, email, or in person in a professional manner
Ensure compliance with financial regulations and internal policies
Support with preparing reports, client reviews, and other documentation
Update CRM and database systems with client and transaction information (Full training will be given)
Liaise with product providers to obtain policy information or updates
Maintain confidentiality and accuracy in all tasks
Training:You will work towards your:
Financial Services Administrator Level 3 Apprenticeship.Certificate in Insurance (Cert CII). (if applicable).Training will be via Davies, virtually. 6 hours per week of off-the-job training.Training Outcome:Following this, the career routes could include paraplanning, operations or client facing advice roles.Employer Description:Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of everything we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individualWorking Hours :Monday – Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....Read more...
Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm. You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments. Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company’s investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
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: 16093
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...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Finance Manager
Are you looking for an opportunity to work in an extraordinary business to be part of a small Senior Management team who collaborate and work together and support you. Do you want to work for a business who offer a very exciting industry sector and totally unique? This opportunity could also lead to a further opportunity in a year to 18 months for the right candidate who wants to advance their career to the next level.
Our client looking for a dedicated and detail-oriented Finance Manager to join their dynamic and strategic team. In this role, you will provide high-quality management accounting and business support services to internal customers, enabling the business to make informed, data-driven decisions. You will collaborate closely with key stakeholders and champion the company's values. This role requires someone to be very commercially focused with excellent business acumen. It is a role that would maybe suit a CIMA qualified individual who can look at the bigger picture and who understands the operational side of a business and its functionality and drivers.
As a Finance Manager, you will oversee accounting functions, cash management, payroll, and reporting, while ensuring legal compliance and safeguarding sensitive information. Your role will also involve supervising an Assistant Management Accountant and contributing to a culture of inclusivity, collaboration, and innovation.
An understanding and experience being part of an engineering and manufacturing would be an advantage
What you\'ll do:
- Deliver high-quality management accounting and provide business support services across the organisation.
- Manage all accounting processes, ensuring timely and accurate reporting.
- Lead cash management, monitor and report on the companys expenditure and budgets, including capital expenditures.
- Produce and distribute monthly management accounts and reports.
- Provide quarterly forecasting, project reporting, and contract monitoring.
- Deliver financial advice and insights to the Managing Director, senior managers, and other stakeholders.
- Maintain accurate financial records while safeguarding confidential and sensitive information.
- Handle company payroll processes efficiently and accurately.
- Collaborate with internal and external auditors to ensure compliance and transparency.
- Identify opportunities for improvement, integrating existing knowledge with new trends or solutions to enact positive change.
- Support a clean, organised, and efficient work environment.
- Supervise and mentor the Assistant Management Accountant, fostering professional growth and development.
What you\'ll need:
- Proven experience in financial management or a similar role.
- Champions company values
- Take ownership
- A big team player, working n collaboration with others internally and externally
- Aptitude for detailed financial work, with high accuracy and close attention to detail.
- Strong problem-solving skills and the ability to analyse complex financial data.
- Exceptional organisational and task prioritisation abilities.
- Valid UK passport and SC clearance (or willingness to obtain).
- Proficiency in financial software and Microsoft Office tools.
- Capable of working quickly and effectively under pressure while maintaining precision.
- Excellent communication skills, with the ability to address complex financial information to diverse stakeholders.
- Track record of guiding positive change through innovative solutions.
- Experience collaborating with teams and other department managers.
- Sound discretion and tact when handling confidential information.
What you will get:
- Circa £60k basic salary
- An inclusive and supportive workplace culture
- Huge opportunities for professional development and career growth.
- On site parking
- Pension
Join this great business to contribute to an environment where excellence thrives, teamwork flourishes, and innovative ideas are celebrated. Be part of a team that values your individuality and fosters success at every level.
If youre highly motivated with a passion for finance and leadership, we encourage you to apply today and help shape a brighter financial future . Apply directly for the role of Finance Manger or get in touch at alison.francis@holtengineering.co.uk....Read more...
Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers’ diaries and meeting arrangements
Provide general office and client support as required
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: 16124
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. ....Read more...
As there will be a great deal of client contact, both in the office and particularly on the phone.
Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.
Duties include:
Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products.
Database management.
Data Entry.
Answering telephone.
Greeting clients on arrival at office.
Typing.
Filing, photocopying and faxing.
Scanning documents for computer storage.
Co-ordinating post and mail, both in and out.
Liaising with other external organisations.
Monitoring the management's diary, making appointments, running a reminder system.
Other general office duties.
Directly reporting to Senior Administrators and Management.
Training:Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.
The apprentice will be required to complete:
Work towards gaining a full Qualification.
Employment Rights and Responsibilities.
Skills, Knowledge, and Behaviours.
Standard and End Point Assessment.
Functional Skills in English, Maths, and ICT (if required).
Other training will be provided by the employer as required to enable the fulfilment of the job role.Training Outcome:This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.Employer Description:Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'.
Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.Working Hours :Monday to Friday, 9am-5:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....Read more...
Due to an internal promotion, my client (a global corporate bank located in the City of London) are seeking to appoint a Senior IT Auditor (AVP grade) to join their growing team.
This is an EMEA focussed team, there will be 10-20% travel with the role. The team works on a hybrid basis with 2 days a week in central London office.
Supported by the Head of IT Audit, you will responsible for full end to end delivery of the internal audit plan. You will collaborate with other members of the internal and IT internal audit team as you engage and build influence with the Senior Stakeholders across the business.
You will be keen to build on your already established IT audit expertise and also expand your financial services knowledge. IT Audit experience gained from banking or wider financial services industries is considered advantageous but we are also keen to hear from IT Auditors who have delivered end to end IT audits in a consultancy environment. Your client base need not be financial services or banking if coming from this background.
Experience of some/any of the following technologies will be considered to be advantageous:
Encryption and PKI, including Encryption Key and Certificate Management
Configuration Management
Lotus Notes, Lync and SharePoint
Unix and Linux
Microsoft Windows Server 2008 R2 / 2012
Database Management Systems (Oracle, including RAC, and Microsoft SQL Server 2008 / 2012)
Networking (TCP/IP, Cisco IOS and NXOS, F5, MPLS and voice)
Firewalls (CheckPoint, Palo Alto and Cisco ASA)
Websphere MQ, IIB and Application Server
Virtualisation
Strong communication and influencing skills are essential as you join this leading bank and the Head of IT Audit will support you as you develop these further by attending committee and management meetings across the business.
CISA qualification is essential, or a willingness to study towards.
My client offers an excellent long term career opportunity with one of the world’s leading banks.
£72 -75k base + excellent benefits and strong bonus potential.
Interviews will take place both remotely and in person.
Regretfully, this client will not offer sponsorship, applicants must have full and unrestricted right to work in the UK.....Read more...
Summary of Responsibilities: To provide an excellent administrative support service within HR and Learning Service. Under the direction of the Service Manager – HR and Learning/Service Manager – Transactional HR, to undertake a range of administrative and related tasks.
Responsibilities Service Development:
To be pro-active and solution focussed to meet the needs of a changing market.
Support the delivery and expansion of the HR and Learning by utilising knowledge and skills to maintain and develop the business element.
Finance:
Provide financial administrative support to meet operational deadlines under the direction of the Service Managers on financial database system
Processing orders, pricing orders using approved schedules, data, input, routine credit control.
Order goods and services.
Source additional goods and services on request.
Process financial transactions onto financial system for goods and services received.
Administration of new customer and supplier accounts.
Ensure that electronic of records relating to orders and invoices are accurate and up to date.
Business Support:
Administrative support for meetings and events including room bookings, minute taking, refreshments, preparation of agenda and materials.
Collating, processing and handling sensitive and confidential information.
Maintaining filing systems both manual and electronic.
Preparation and distribution of incoming and outgoing electronic and hard copy correspondence as required, to include following administrative processes
Face to face and telephone communication/support for the team and clients.
Responsible for printing and distribution of stationery/marketing/training material as requested.
Administrative support for marketing and promotion of the HR and Learning Service including hard copy and electronic display materials. Ordering goods and services as required.
Administration support for all service areas within HR and Learning as directed.
DBS checks to be undertaken to include face-to-face contact with staff, completion of forms, approval of ID and photocopying.
Diary management for the HR and Learning team as appropriate.
Inputting and extracting data from Access, ECT, and other database systems as required.
General:
To participate in the operation of the SIPS Appraisal Scheme.
It is your responsibility to carry out your duties in line with SIPS policy on equality and be sensitive and caring to the needs of the disadvantaged, promoting a positive approach to a harmonious working environment. You should act as an exemplar on these issues and should identify and monitor training for yourself and any employees for whom you are responsible, in line with this policy and also the Equalities Act 2010.
Such other duties as may be appropriate to achieve the objectives of the post to assist SIPS in the fulfilment of its objectives commensurate with the post holder's salary grade, abilities and aptitudes.
The post holder must at all times carry out his/her responsibilities with due regard to the SIPS policy, organisation and arrangements for Health and Safety at work.
Training:
Level 3 Business Administration Apprenticeship
Work based learning
End Point Assessment
Training Outcome:On going employment and additional training will be offered whenever possible.Employer Description:SIPS is the not-for-profit education support services provider for Sandwell, the Black Country and the West Midlands
We’re owned and governed by schools – our focus isn’t making a profit, it’s enriching children and young people’s learning and well-being – they’re at the heart of what we doWorking Hours :Monday to Friday - hours to be confirmed between 8.00am and 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental....Read more...
Key Responsibilities:
Accounts Payable and Receivable:
Assist in the processing of invoices, ensuring accurate coding and timely payments.
Monitor accounts receivable, follow up on outstanding invoices, and maintain accurate records of transactions.
Reconcile vendor statements and resolve discrepancies.
General Ledger:
Support month-end and year-end closing processes, including journal entries and reconciliations.
Assist in the preparation of financial statements and management reports.
Maintain accurate and organised financial records.
Bank Reconciliation:
Perform daily bank reconciliations and ensure accuracy of cash balances.
Investigate and resolve discrepancies between bank statements and company records.
Expense Management:
Review and process employee expense reports, ensuring compliance with company policies.
Assist in tracking and analyzing company expenses to identify cost-saving opportunities.
Data Analysis:
Assist in the analysis of financial data to support decision-making processes.
Generate reports and provide insights on financial performance to management.
Compliance and Audit:
Ensure compliance with financial policies and procedures.Support internal and external audit processes by providing necessary documentation and information.
Administrative Support:
Provide general administrative support to the finance department as needed.
Assist in maintaining and updating financial databases and spreadsheets.
Training:The apprentice will attend college one day per week to work towards their AAT qualification.
In addition, they will be allocated with an assessor who will visit them within the workplace once every 6-8 weeks. Training Outcome:There is potentially a permanent position available for the successful apprentice, on completion of the apprenticeship.Employer Description:Mantech UK is a leading provider of advanced manufacturing solutions, specialising in CNC routers, CO2 laser cutters, fiber lasers, and other cutting-edge machinery. Our commitment to excellence, innovation, and customer satisfaction drives our success in delivering high-quality products and services to our clients across various industries. As part of our team, you will play a crucial role in supporting the financial operations of our growing company.Working Hours :Monday to Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Analytical skills,Team working....Read more...
LM Global Telecoms Ltd are seeking a motivated and driven Apprentice Accounts Assistant to support their finance department while undertaking an apprenticeship in working towards a full AAT qualification. The successful candidate should have a strong interest in accounting and finance, with a desire to pursue a career in this field.
Main duties include:
Support the processing of invoices and payments, ensuring accuracy and compliance with company and regulatory policies.Help maintain accurate records of transactions and account reconciliations.Assist in managing accounts payable and receivable functions.Act as the first point of contact with customers for finance related queries.Provide financial analysis and reporting related to telecoms services and projects.Support the team with budgeting and forecasting processes.Liaise with internal departments to gather financial data and assist colleagues with any finance queries.Participate in the continuous improvement of financial processes and systems.Applicants should have good IT skills. Proficiency in Microsoft Excel and other accounting software is advantageous but not essential.
Probationary period applies.Training:Accounts/Finance Assistant Level 2 Apprenticeship
Full training in all of the above will be provided and the successful candidate will also attend fortnightly day release at Access Training.Training Outcome:This is a genuine opportunity for gaining a long term career for the right candidate who can develop and grow within the role, and will provide opportunities for career progression within the company.Employer Description:We are a dynamic and rapidly growing telecommunications company providing communications, connectivity and IT services to customers globally. With a focus on innovation and excellent customer service, we pride ourselves on maintaining a supportive and forward-thinking work environment.Working Hours :9am - 5.30pm Monday to Thurs 9am – 5pm Friday , 39.5 hrs p/w, 30 mins lunchSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative,Strong work ethic....Read more...
Bookkeeping - Recording financial transactions (sales, purchases, receipts, and payments)- Maintaining accurate ledgers and reconciling bank statements
Assisting with Accounts Preparation- Supporting in the preparation of monthly, quarterly, and annual accounts. Helping with balance sheets, profit & loss statements, and other financial reports
Invoice and Expense Management - Processing supplier invoices and staff expenses. Raising client invoices and tracking payments
VAT Returns and Tax Support - Assisting in preparing VAT returns, Learning about tax codes, payroll taxes, and corporate tax basics
Payroll Support - Helping with payroll processing and reporting, Ensuring accuracy of timesheets and employee records
Administrative Tasks- Filing, data entry, and maintaining financial records. Managing spreadsheets and using accounting software (like Sage, Xero, QuickBooks)
Learning and Development - Studying towards AAT Level 3, Attending training sessions, reviewing materials, and shadowing senior accountants
Client Communication (if in a practice)- Responding to client queries with support from supervisors- Assisting with onboarding new clients and gathering documentation
Training:
We have partnered with Mindful Education to deliver this apprenticeship through our Online and On Campus model
Apprentices will attend Boston College weekly as well as study online materials during allotted time at work on alternating weeks
Online lessons can be accessed at any time, using a mobile, tablet or desktop - meaning apprentices can fit their study around work commitments, minimising disruption in the workplace.Training Outcome:
Possible career progression with company
Employer Description:Established in 2012, Total Accounting is an accounting firm with offices in Kent and Lincolnshire, specialising in providing personalised financial services to small businesses, sole traders, and SMEs across the UK. Total Accounting emphasizes building strong relationships with clients, focusing on understanding their unique needs and providing tailored solutions. Our approach is centred on making financial management less daunting and more accessible, allowing business owners to focus on their core operations.Working Hours :Monday to Friday
Shifts to be confirmedSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
As a trainee you will be expected to:
Provide support to more senior colleagues by producing work without the need for basic amendments, and to agreed timescales.
Proactively develop technical accounting knowledge through a combination of workplace learning and formal tuition.
Understand the BPR Heaton values and apply this to any work carried out.
Duties and responsibilities:
Accounts
Draft Financial Statements using IRIS accounting software for senior accountants to review and apply instructions given by senior staff.
Prepare basic reconciliations seeking senior input as needed (VAT, Bank, PAYE, etc.)
Prepare notes to assist the senior reviewing the draft financial statements and identifying unusual items that need to be brought to management’s attention.
Work efficiently to a budget and be aware of hourly charges.
Keep senior staff/management updated on the stage of jobs.
Request feedback from senior staff reviewing your work to be proactive in self-development.
Audits
Assist with substantive audit testing and other audit work as instructed by colleagues and be able to work independently after receiving instruction.
Ensure audit work is fully completed, seeking assistance from senior staff as required in order to address problems areas.
Be able to communicate the purpose of specific audit testing with clients.
Attend stocktakes with senior staff with the view of attending them unsupervised in the future.
Interact with clients at their premises and through email/telephone.
Provide support to the audit manager.
Taxation
Preparation of basic corporation tax returns and any other appropriate schedules.
Understand add backs and basic principles of disallowed expenditure.
Awareness of capital allowances in key areas.
Prepare VAT returns based on information given from the client.
General requirements of the role
Attend meetings as appropriate.
Filing of invoices, correspondence and other documents.
Training Outcome:
The successful candidate will have the opportunity to progress onto a professional accountancy / tax qualification at a higher level.
Employer Description:Our team at UHY BPR Heaton in Leeds have been at the centre of advising and supporting a wide range of businesses and private clients in Leeds and the surrounding areas, for many years, in our mission to help our clients prosper.
Located near the Leeds Bradford Airport in Yeadon, we offer a variety of services. Alongside a full suite of accountancy, audit and tax services, management accounts and outsourcing including cloud accounting and payroll services, our team members create value for our clients through individual specialisms, enabling us to provide a high quality and personalised service.
We also provide special advisory services, estate planning and trusts as well as tax planning services and HMRC investigations.
We have a great variety of clients in the Leeds and the wider Yorkshire area, and provide accountancy services for businesses, small and large, spanning multiple sectors.Working Hours :Monday to Friday, 9am to 5pmSkills: 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,Commercial awareness,Willingness to undertake AAT,Excel skills,IRIS/Sage/Xero knowledge,Punctual,Time management skills....Read more...
In this role, you will assist the Financial Services Assistant in the timely and accurate production of monthly, quarterly and annual accounts, including:
Ensure all postings related to accounts payable, accounts receivable, and payroll are made accurately and within the agreed-upon deadlines
Assist in the Agreement of Balances exercise between the Trust and other NHS bodies to agreed deadlines
Collate paperwork in a timely and accurate manner, ready for approval for CHAPS and BACS payments as and when required
Answer queries, referring to the line manager for advice when required
Ensure all queries are responded to efficiently and effectively
Review non-purchase order invoices as and when required
Process journal entries as part of the month and year-end procedures
Maintain clear and accurate working papers
Training:
You will carry out your training within the workplace whilst attending college or via Teams
At the end of your apprenticeship, you will receive a Financial Services Level 3 Apprenticeship
Training Outcome:
Once qualified, this could lead to a permanent position within Hampshire and Isle of Wight Healthcare NHS Foundation Trust, which could lead to many other areas
Employer Description:Hampshire and Isle of Wight Healthcare NHS Foundation Trust is a newly established organisation that brings together expertise from mental health, learning disabilities, community, and physical health services. We are dedicated to delivering compassionate, high-quality, and accessible care to the diverse communities of Hampshire and the Isle of Wight. With over 13,000 dedicated staff working across more than 300 sites, we place patients and staff at the centre of everything we do. Our goal is to create an integrated healthcare system that improves accessibility and ensures more consistent patient care. By working together, we aim to improve patient outcomes, drive innovation, and meet the unique needs of the populations we serve. Our Trust unites services from Southern Health, Solent NHS Trust, and Isle of Wight NHS Trust. Join us as we embark on this exciting journey to shape the future of healthcare across Hampshire and the Isle of Wight. We are deeply committed to our CARE values of compassion, accountability, respect, and excellence, and we offer outstanding opportunities for career development, training, and collaborative working.Working Hours :Monday- Friday, Flexible working. Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
The Apprentice Mortgage Administrator plays a vital supporting role within our brokerage. At Home of Mortgages, our advisers focus on delivering expert guidance to clients, but they rely heavily on the admin team to keep things running like clockwork behind the scenes. That’s where you come in.
As an apprentice, you'll be joining our Operations and Case Management team. You’ll work closely with experienced administrators and mortgage advisers to help manage the client journey from application to completion. You won’t be making the tea (we take turns in that) – you’ll be gaining direct experience in real cases that help real people move home or secure vital finance.
This role is a gateway into the world of mortgages and property, giving you the tools, knowledge and support to build a long-term career in the financial services sector.
Each day will bring something a little different, but you’ll quickly become a key player in keeping the mortgage process moving. You’ll:
-Help gather and check client documents (ID, payslips, bank statements etc)-Track application progress using our CRM system-Communicate with clients by email and phone to provide updates or request missing information-Liaise with lenders, solicitors and surveyors to chase updates and solve issues-Keep everything neat, accurate and compliant in our systems
Learn how the mortgage process works from enquiry to completion
You’ll also have time set aside each week for your learning and coursework as part of your apprenticeship qualification.
Key ResponsibilitiesAssisting with mortgage and protection application administration
- Preparing case files and documentation- Chasing and tracking progress with third parties- Responding to client queries and maintaining excellent communication- Maintaining accurate and up-to-date records in internal systems- Supporting the team with general admin and client service- Learning compliance processes and how to apply them to real cases- Taking ownership of your learning and working toward your qualificationTraining:The Financial Services Administrator (Level 3) 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:Potential for progression to mortgage administrator, mortgage adviser, or further apprenticeships in financial servicesEmployer Description:Home of Mortgages provides Mortgage and Insurance advice to clients UK wide. We advise on residential and buy to let mortgages. We encourage learning and development and enjoy supporting our staff to achieve their career goals.Working Hours :Monday to Friday 9am to 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working....Read more...
Contribute to the work of the Trading Standards team by assisting officers through compliance and enforcement of legislation including advice to businesses and working with partner organisations.
Learn to keep full and accurate records of work undertaken and follow all administrative practices and procedures as required, using I.T. software packages and analysis of data.
Learn skills in order to maintain and update the intelligence database including obtaining, recording, reporting and disseminating intelligence.
To learn to design and present education packages to meet specific community requirements in order to protect vulnerable consumers.
Work with stakeholders to ensure that safeguarding obligations are being met, as well as the National Trading Standards Scams team and the police to ensure that the most vulnerable consumers are protected.
Under the supervision and guidance of other members of the Trading Standards team, investigate and take appropriate action regarding complaints and intelligence to ensure legal standards are being met and legislation is being complied with. This may include advice, interventions and mediation, commencing criminal and civil action, issuing of formal notices of non-conformance and seizure of goods and documents. Actioning referrals to other council services or enforcement agencies.
Physical activity that will include the moving and handling of seized goods and other equipment.
Training:This apprenticeship is run by Credit Services Association who are responsible for supporting you with your learning and carrying out assessments.
Delivery will be a flexible combination of monthly online group workshops, e-learning, structured workplace learning, tutorials and mini projects. Your role will be linked to the knowledge, skills and behaviours in the apprenticeship standard and once you are competent in all these areas, you will take an End Point Assessment before successfully completing. You will receive support from a nominated mentor throughout the duration of the apprenticeship. Training Outcome:Apprentices may have the opportunity to apply for a permanent Trading Standards Officer post should there be a vacancy available or other opportunities across the council.Employer Description:We are one of the largest employers in Sussex employing around 8,000 staff who deliver more than 700 services to local residents. Working for us is more than just a job. It’s all about making a real difference to people’s everyday lives. We firmly believe that our staff are our greatest asset and it’s important to us that they are happy, healthy and productive at work. We are an accredited Living Wage employer and offer a range of financial and non-financial benefits.Working Hours :37 hours a week, Monday to Friday 8.30am-5.00pm. NB Some evening and weekend work may be required which will be taken back in lieu.Skills: Communication skills,IT skills,Organisation skills,Problem solving skills,Presentation skills,Team working,Non judgemental....Read more...
Company OverviewThe Opportunity Hub UK is recruiting on behalf of an innovative financial services firm specialising in illiquid markets. This independent organisation is renowned for delivering best-in-class financial solutions within sales, trading, and advisory, particularly for institutional and high-net-worth clients. Established in 2009, the firm has extensive expertise in trading distressed debt, credit securities, and other illiquid assets, consistently adding significant value by addressing complex liquidity and execution challenges.Experienced Back Office Support – Fixed IncomePosition: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob OverviewWe’re looking for an experienced back-office professional to support essential fixed income transactions and operations. This role is an excellent opportunity for someone with established experience in financial operations and a strong grasp of fixed income products and settlement processes. As an Experienced Back Office Support – Fixed Income, you’ll contribute to the smooth operation of the firm’s fixed income activities.Here’s What You’ll Be Doing:Trade Booking and Confirmation: Managing the booking and confirmation process for complex fixed income trades, ensuring timely and precise handling.Settlement and Reconciliation: Overseeing settlement activities and conducting reconciliations to resolve any discrepancies effectively.Compliance and Regulatory Reporting: Ensuring that all fixed income transactions comply with regulatory standards, including comprehensive record-keeping and reporting.Process Improvement: Identifying and implementing best practices to enhance operational efficiency.Client and Counterparty Management: Serving as the primary contact for clients, brokers, and counterparties to resolve trade-related issues.Technical Support: Leveraging industry-standard software to support fixed income transactions and reporting needs, providing troubleshooting as needed.Here Are the Skills You’ll Need:Experience: At least 3 years in a back-office role, ideally with exposure to fixed income or related financial products.In-Depth Knowledge of Fixed Income Products: Solid understanding of bonds, loans, structured products, and general market practices.Regulatory Knowledge: Familiarity with compliance standards pertinent to fixed income trading and settlement processes.Analytical Skills: Strong ability to analyse discrepancies and troubleshoot operational issues.Technical Proficiency: Proficiency with industry tools such as Bloomberg, TradeWeb, and advanced Microsoft Excel.Communication and Interpersonal Skills: Excellent communication skills for engaging with internal and external stakeholders effectively.Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here Are the Benefits of This Job:Competitive Salary: Offering a strong salary with performance-based incentives.Industry Exposure: Gain valuable exposure to a diverse array of fixed income products and industry practices.Career Development: Support for continuous professional development and career growth opportunities.Why Pursue a Career in Fixed Income Back Office Support?A career in fixed income back office support provides essential experience in the financial services sector, developing highly transferable skills in trade operations and regulatory compliance. Working in fixed income offers a unique perspective on market mechanisms, enabling you to gain expertise in managing and supporting complex transactions. This role opens pathways for advancement within the financial industry, especially in finance and operations.....Read more...
Finance Support
Assist in the processing and entry of purchase orders and supplier invoices
Support the preparation and administration of the central BACS payment run
Help track and upload credit card receipts and statements from schools
• Ensure financial records are accurately maintained and filed for audit purposes.
Assist with monthly financial routines, including the preparation of month-end packs
School Liaison & Communication
Act as a first point of contact for school finance queries and direct to the appropriate team member where necessary
Support the collation of documentation from schools for audits, month-end, and monitoring purposes
Ensure schools are supported in understanding centralised processes and timelines
System Administration
Use Access Finance software to assist in maintaining accurate financial data and reports
Support the onboarding of new users, including helping schools access and use relevant finance portals
Contribute to the testing and updating of any electronic requisition or workflow systems
Procurement & Compliance
Maintain supplier records, ensuring appropriate documentation (e.g., contracts, insurance) is up-to-date
Assist with gathering quotes and documentation in line with procurement procedures
Help ensure purchase activity complies with trust financial regulations
Training and Development
Participate fully in all training and development activities as part of the apprenticeship programme
Engage in opportunities to shadow and learn from other members of the Finance Team, including exposure to bank reconciliation and monitoring processes
Other duties
Carry out general administrative tasks as required by the Senior Finance Officer or Director of Finance
Support central team meetings, reports, and updates by preparing materials or taking notes if required
Travel occasionally to schools within the trust to support training or audits (mileage reimbursed per trust policy)
Training:
AAT Level 2
Training will take place in the workplace and will be delivered weekly
Training Outcome:
Possibility to continue onto Level 3 whislt working for the organisation
Wider opportunities across education and the public sector generally
Employer Description:CDAT is a multi academy trust established to support primary schools. There are presently 24 schools within the trust. The services provided to schools include legal, human resources, estates, health and safety, and data protection. We also have a school improvement team and a finance team.Working Hours :Monday-Friday, 9.00am to 4.00pm (with 30 minutes lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Key Responsibilities
Support The Hub (Before/After-School and Holiday Club)
Act as the primary administrator for The Hub, managing all related administrative and financial processes.
Oversee and maintain the online booking system for The Hub, ensuring accuracy and accessibility.
Support parents with booking queries, including troubleshooting and guidance.
Monitor and chase overdue payments, maintaining accurate records of outstanding balances.
Reconcile payments received via government tax-free childcare schemes and childcare vouchers with the online booking system.
Liaise regularly with Hub Managers to confirm attendance and ensure accurate registers.
Ensure all new children attending The Hub are fully registered, and their details are up-to-date.
Design and distribute promotional materials and adverts for holiday club activities.
Support for Pupils, Parents, and the Community
Undertake reception duties, including answering routine telephone and face-to-face enquiries and signing in visitors.
Provide a welcoming and professional front-of-house service, interacting daily with parents and carers.
Assist with pupil welfare duties and liaise with parents and staff as needed.
Support for Financial Administration
Collect, record, and securely store fees and other dues, including those related to The Hub’s before/after-school and holiday club services.
Monitor and manage financial transactions through the online booking system, ensuring all payments are accurately logged and reconciled.
Reconcile income received from multiple sources, including government tax-free childcare schemes, childcare vouchers, and direct parent payments, ensuring alignment with booking records and financial reports.
Liaise with the school’s finance team to ensure accurate coding and allocation of income and expenditure related to The Hub.
Generate and maintain detailed financial reports for internal use and external audit purposes, including income summaries, outstanding balances, and payment trends.
Follow up on overdue payments in a timely and professional manner, maintaining clear communication with parents and escalating issues where necessary.
Assist with budget monitoring for The Hub, providing administrative support for forecasting and expenditure tracking.
Ensure compliance with financial policies and procedures, including data protection and audit requirements.
Support to the Organisation
Provide routine clerical and administrative support, including photocopying, filing, emailing, and responding to correspondence.
Maintain manual and computerised records and produce reports and data as required.
Provide general advice and guidance to staff, pupils, and visitors.
Support to School
Promote and safeguard the welfare of children and young people.
Comply with policies related to child protection, health and safety, confidentiality, and data protection.
Support equal opportunities and contribute to the school’s ethos and aims.
Participate in training, meetings, and performance development activities.
Provide guidance and training to other staff or trainees as required.
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.Training Outcome:There will be a full-time position offered to the right candidate on successful completion of the apprenticeship and the opportunity to progress.Employer Description:Our vision ‘Every Child Matters, Every Day Counts’ is at the heart of all we do. We believe that children who come to Cheslyn Hay are on a learning journey and that we need to work together to ensure that ALL children reach their full learning potential by making the most of every opportunity and every day.
We are a thriving and successful school and we pride ourselves on our positive ethos, values and strong sense of community.
Our children are excellent ambassadors for the school and their achievements, behaviour and attitude to learning are exemplary.
The school environment is attractive, vibrant and every opportunity has been made to ensure that it meets the needs of all of the pupils. We are always looking at ways of making improvements to meet the challenges of an ever changing curriculum.Working Hours :Monday to Friday between 9am - 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Job Description:
Are you an experienced finance professional, with a proven ability to manage the workload of junior colleagues, building strong working relationships? If this sounds like you, we’d love to hear from you.
Our client, a global financial services firm based in Glasgow, has an exciting opportunity for a contractor to join their Liquidity Reporting team, initially to the end of December 2025 on a hybrid working setup.
Skills/Experience:
Relevant degree and/or equivalent work experience.
Experience of managing people, delegating tasks, providing career guidance and developmental feedback.
Talent and responsibility - you take pride in the quality of your work and your contribution to the team.
Collaboration - you enjoy working within a team to achieve common goals.
Communication - you are able to communicate and build relationships with a diverse range of people with varying levels of knowledge and experience.
Experience using MS Office (Excel, PowerPoint, and Word) beneficial.
The ability to work independently in a self-directed way in a collaborative, team-oriented environment.
Prior experience of working in the financial services industry or the Finance department of an organisation.
Core Responsibilities:
Review sections of the daily and monthly liquidity reporting for the Firm.
Manage individuals’ workload and offering professional support.
Develop collaborative working relationships with a range of stakeholders including Corporate Treasury and Technology, across different departments and regions.
Undertake analysis of liquidity reporting data to validate, understand and provide commentary on key business drivers.
Participate in improvement efforts including department level work streams and IT automation initiatives.
Ensure liquidity reporting adheres to the defined control framework and is consistent with other reporting produced across the wider team.
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: 16140
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...
Job Description:
We have an exciting opportunity for a Client Service Executive to join the team at a leading wealth management firm at their office in London on a 6-month fixed-term contract. The successful candidate will act as the primary point of contact for all client enquiries and manage the client lifecycle process.
Skills/Experience:
Experience working in a similar role in Financial Services managing end-to-end administration processes.
Knowledge of regulatory environment.
Understanding of the products and services.
Experience managing administrative staff (desirable).
Client Facing Experience (desirable).
Core Responsibilities:
Ensure all client lifecycle processes are followed and adhered to in accordance with the Operating Model (e.g. end-to-end management of account opening, on-boarding and transfer processes; processing client payments and account amendments; supporting quarterly portfolio valuation processes) whilst all process enhancement suggestions are escalated accordingly.
Develop and maintain relationships with clients and business stakeholders, utilising knowledge of the business and client requirements to deliver the desired client outcomes.
Manage the client lifecycle administration process to ensure a timely and efficient client experience.
Take ownership and accountability for all client administration tasks. Act as the main liaison between the client, your investment team, operations and other key stakeholders and ensure all parties are kept informed.
Understand client suitability requirements and support your investment team with regard to gathering the relevant information to support client suitability (e.g. ATRQ, Financial Questionnaires), producing client summaries/welcome letters.
Work closely with the team and wider administration functions to develop and share best practice.
Act as the first point of contact for clients, assuming the role of the “go to” person for administration queries. This includes attending client meetings and leading discussions regarding client administration matters.
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: 16148
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...
