Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16029
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16029
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
To research and write suitability reports, process risk profiling reports, undertake fund research and model portfolio comparisons, and obtain quotes amongst other tasks.
Processing and maintaining compliant client files
Preparing advisers for client review meetings
Assisting in the preparation of financial reports, suitability letters, and cash flow analysis
Researching and analysing financial products to meet client needs
Administrative duties such as new business processing, collating and providing management information, organising future planning meetings and other day to day office activities
Liaising with product providers and other third parties to gather necessary information
Maintaining client records and ensuring all compliance standards are met
Implementing adviser recommendations
Train towards CII Diploma in Financial Planning qualification over a period of 24-months.Training:Apprentices will achieve the Level 4 Paraplanner apprenticeship standard.
Develop the knowledge, skills and behaviours of successful Paraplanners.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not been a paid member before.
Includes digital study book and exam entry for each CII exam.
The Certificate in Paraplanning includes:
R01 Financial Services, Regulation and Ethics
CF1 can be delivered instead of R01, depending on circumstances
R02 Investment Principles and Risk
R03 Personal Taxation
J09 Paraplanning
Fortnightly workshops for each R0 exam.
All workshops recorded and available on-demand.
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals.
Additional resources through RM Advance.
Regular tutorials and assessments from an experienced financial services professional.Training Outcome:Pay review upon successful completion of apprenticeship, independent working, opportunity to progress career towards becoming a financial adviser, help with higher level exams.Employer Description:A successful Wealth Management company providing investment advice. The company has been established for over 13 years.Working Hours :9am - 5pm Monday to Friday.
1-hour lunch. 28 hours work, 7 hours study time/other off the job activities.Skills: Communication skills,IT skills,Number skills,Analytical skills,Time management,Interpersonal Skills,Mathematically Adept,Self-motivated,Desire to progress career....Read more...
Managing the reception process for visitors to Sun Court, ensuring that initial arrival procedures are carried out in a manner that gives an excellent impression of the organisation
Assisting in efficiently and politely receive incoming telephone calls, redirecting them to the required person/department so that calls are dealt with quickly
Coordinating the receipt and collection of hand-delivered mail and courier packages
Maintaining the access security function
Where necessary, providing administrative support to specified members of the team
Maintaining support services, including desk moves and changes, intranet telephone lists and voicemail messages
Supporting other departments by understanding key tasks and providing support when required
Providing administrative support necessary for both external and internal client meetings, i.e., diarising and provision of serviced meeting rooms, and liaising with external caterers
In liaison with management, co-ordinating attendance and response to ad-hoc in-house presentations
Supporting the Front Office Team with daily tasks
Training:Level 3 Financial Services Administrator Apprenticeship StandardThe Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sectorAs an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:You will eventually progress to fully support the Relationship Management team in managing the loan book.Employer Description:Butterfield, we provide specialised international financial services. Operating in multiple jurisdictions, with focus on results, value relationships, and celebrating success.Working Hours :Monday - Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Microsoft proficiency,Fast, accurate and reliable....Read more...
My client is a rapidly expanding financial services and insurance client, and as part of their growth plan, they are seeking to appoint an Internal Audit Manager to focus on their Finance function.
You will work with stakeholders within the finance function to ensure that all teams are working compliantly and efficiently as possible and so strong communication skills will be essential.
Applicants will have ideally have prior experience of the Insurance Broking / MGA / Insurer world or proven experience within practice of assisting Insurance businesses. Responsibilities will include:
Communicate with and Assist Partner Consultancies with their procedures related to Control Testing, Quarterly Reviews, and the Corporate Audit.
Manage the day to day operations of the Financial Operations Audit Team.
Annual Budget Preparation, Budget Monitoring, and Bi-Weekly Review of Each Region’s Expenses.
Participate in Annual Risk Assessment Meeting, all Financial Operations Meetings, and other Company meetings as necessary.
Work closely with relevant stakeholders across the entire business including Tech Solutions, Retail, Risk & Compliance, Operations, MGA, Digital.
Be a point of contact for Profit Centres, ROLs, ROSs, and Team Members for answering questions.
Keep informed of industry and profession developments through a review of online seminars, maintaining related manuals and attending meetings.
Review and Revamp Audit, IT, ROL/ROS, Cash and other various programs as changes in industry or profession occur.
Schedule Reviews on a quarterly and annual basis.
Assist with the continued integration of the internal operation disciplines.
Perform Due Diligence for potential acquisitions as required.
Perform other specific duties and projects as assigned.
You will have experience in the following:
Experience in controls testing, substantive testing and analytics.
Strong experience in SOX Audit
Sound experience in IFRS and Accounting
Excellent stakeholder management
Strong client facing experience
Excellent documentation and presentation skills
The role can be based from any UK office (of which there are over 40 spread across the UK) but you must be prepared to undertake some travel as part of the role to other offices.
Applicants MUST be a qualified accountant with UK financial services experience. This role will not offer sponsorship.
£60-70k base (depending on experience) + benefits and bonus potential.....Read more...
Assist in creating and scheduling social media content across various platforms.
Support the development and execution of marketing campaigns.
Help design promotional materials, including social media assets and digital content.
Engage with members online to promote brand awareness.
Assist with website updates and content management when required.
Monitor and report on marketing performance metrics.
Provide general administrative support to the Marketing and Business Development team as needed.
Provide additional support to other areas of the business including the Finance Department, Member Services and HR when required.
Comply with data protection legislation and to maintain strict confidentiality and security in dealing with all information relating to the Credit Union and its members, in accordance with policies and procedures
To work to the policies and procedures including relevant legislation and guidelines set down by the Credit Union, the Financial Conduct Authority, TCF principles, the Consumer Credit Trade Association the Financial Ombudsman Service and the Data Protection Act 1998 and any other appropriate service standards
You will be expected to work effectively with other departments in order to make a positive contribution to the work of the Credit Union
Undertake additional training as and when required.
To positively contribute to the culture of the Credit Union.
Any other duties that may reasonably be requested by the Credit Union
Training:
Training will take place on site at Employer's premises.
Training Outcome:
There is potential for a permanent role with the organisation on successful completion of the apprenticeship.
Employer Description:At Serve and Protect Credit Union, we are passionate about improving the financial resilience of those who serve and protect our nation. We provide financial support to the people who help every corner of our society through various means of financial support:
Savings accounts
Payroll deduction
Personal loans
Free life cover
Essential financial toolsWorking Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Creative,Initiative,Patience....Read more...
Provide general administrative support to the Member Services team, that includes the setting up of new member accounts and general day-to-day admin tasks
Provide support to the Lending team, that includes, processing of credit searches and collating of supporting loan documentation for the underwriters
Dealing with the scanning and distribution of incoming and outgoing post for the team
Provide additional support to other areas of the business including the Finance Department, Business Development and HR when required
Comply with data protection legislation and to maintain strict confidentiality and security in dealing with all information relating to the Credit Union and its members, in accordance with policies and procedures
To work to the policies and procedures including relevant legislation and guidelines set down by the Credit Union, the Financial Conduct Authority, TCF principles, the Consumer Credit Trade Association the Financial Ombudsman Service and the Data Protection Act 1998 and any other appropriate service standards
You will be expected to work effectively with other departments in order to make a positive contribution to the work of the Credit Union
Undertake additional training as and when required
To positively contribute to the culture of the Credit Union
Any other duties that may reasonably be requested by the Credit Union
Training:
Business Administrator Level 3 Apprenticeship Standard
Training will be completed on Employer's premises
Training Outcome:
There is potential for a permanent position once the apprenticeship has been completed successfully
Employer Description:Serve and Protect Credit Union (formerly Police Credit Union) helps employees of the police, prison, military, fire, and health services save money and access financial support.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
Harper May is partnering with a leading financial services company in Central London, known for its innovative approach and consistently ranked as one of the best places to work in the UK. We are currently seeking an experienced and dynamic Finance Manager to join their prestigious team. This is a fantastic opportunity for a driven individual to advance their career in a forward-thinking and supportive environment.Key Responsibilities:
Overseeing the monthly consolidated management accounts (P&L, Balance Sheet, Cashflow, and Key Metrics) and meticulously preparing information packs for submission to the Financial Controller.Driving continuous enhancements to the Group's monthly financial reporting process and internal controls, including intercompany transactions.Conducting regular reviews and substantiations of the Group's balance sheet and critical controls.Providing expert technical accounting knowledge and maintaining the Group's accounting and financial policies.Supporting in the consolidation and preparation of annual statutory financial statements for Group entities.Contributing to the planning and execution of the Group's year-end audit to ensure timely and budgeted delivery.Ensuring the Group's financial control framework is robust and that all financial reporting obligations across the company meet high standards.Identifying opportunities to fortify the financial control environment and overseeing their implementation.Undertaking other Finance Manager responsibilities as required to support the Group Financial Controller.
Requirements:
Demonstrated experience in management reporting.Proven expertise in relevant accounting practices and technical knowledge (Financial / Management information).Meticulous attention to detail and a strong focus on controls.Collaborative team player dedicated to achieving collective team objectives.ACCA / CIMA / ACA qualification preferred, showcasing commitment to professional excellence.....Read more...
Purpose of the role
To be responsible for implementing the business partnering function for the specified service area. The role is pivotal in providing strategic support in all aspects of financial advice for the service. They will act as a partner with the service leadership teams to develop, constructively challenge and support service plans and project delivery and take responsibility for managing and reporting on operational performance for the business partnering team.
Assess situations from a commercial, business or finance perspective; provide appropriate financial advice to support complex business decisions. Business Partners will work closely with all stakeholders to ensure best use of limited financial resources, providing the strategic financial insight, intelligence and support needed.
Respond to government and professional consultations, implementation of best practice models and any other such requirements.
Provide an effective Business Partnering function and to contribute to the development of the policies, activities and service improvements required to deliver the function.
The post holder will have a body of theoretical and practical knowledge.
Provide advice and support which demonstrates depth of knowledge, expertise and customer focus and be responsible for the provision of revenue monitoring, capital monitoring, budget setting (revenue and capital), MTFS setting, closure of accounts.
Responsibilities
To proactively lead the financial advice and support to the defined service area particularly with reference to revenue and capital monitoring including delivering savings, and the budget setting and closure of accounts processes.
To ensure that financial information is relevant and balanced and is received by decision-takers at the appropriate level.
To ensure that financial data analytics are used where appropriate to better inform budget monitoring and longer term financial planning.
To work with services to ensure the accuracy of information input to systems and proper responses to system outputs.
To regularly spend time in the designated service to become an integral part of the management team within the service area and to develop and maintain a detailed understanding of the service area being supported.
Ensure managers within the service areas supported receive the financial management training required to be effective in their roles and are aware of Financial Regulations (in particular the responsibilities of the Director and budget holders/managers) and requirements for obtaining the necessary approval prior to taking decisions.
Continually review, update and report on quantified financial risks and opportunities in the delivery unit or commissioning area supported, advising how the risks can be mitigated and the opportunities exploited.
To advise the Heads of Finance Business Partnering of any matters that should be referred to the Chief Financial Officer in their S151 role on funding, financial management and accounting requirements in respect of the portfolio of services which the postholder has responsibility for.
Working closely with the Heads of Finance Business Partnering to contribute towards the development of the Integra Financial Management System working with the designated service areas and the team responsible for the maintenance and development of Integra to drive improvements forward.
To lead, manage and motivate staff through excellent communication, professional guidance, support and development in accordance with the policies and procedures.
To be customer-focused and to develop self-service underpinned by reducing finance support.
To provide advice and support to Members, management board, directors and deputy directors on the full range of issues within the scope of the job. To ensure effective financial support to programmes and projects.
To undertake any other tasks, duties and responsibilities as directed and appropriate to the grade and role of the post.
Deputise for the Head of Finance Business Partnering as required.
Essential
Qualified CCAB Accountant or Equivalent Relevant Finance Qualification.
Participation in Continuing Professional Development.
Accounting and budgetary experience, sound knowledge of local government finance framework, accounting principles and standards, statutory requirements and relevant codes of practice.
Knowledge of the major issues facing local government, understanding of the national policy context, requirements and future direction for local authorities.
Good interpersonal and communication and presentation skills, with proven ability to communicate effectively to a wide range of audiences both horizontally and vertically, financial and non-financial, throughout the organization.
Sound knowledge of accounting principles and standards Experience of attending Member Committees and/or other corporate/board meetings.
Staff management experience with the ability to lead and develop a team.
Relevant service accounting experience.
Experience of delivery of change programmes.
Ability to work and deliver on projects in a pressurised environment as well as the flexibility to adapt to changing circumstances.
Ability to work effectively in a political environment and establish positive relationships with senior managers, staff, external partners and interest groups in a way that establishes confidence, credibility and trust.
Ability to fully utilise standard Microsoft Office products.
Desirable
Experience of financial appraisals, modelling techniques, development of business cases.
Location: Bexleyheath
Hours per week: 36 hours per week....Read more...
Job Description:
Do you have experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle.
Skills/Experience:
Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework
Strong communication and stakeholder management skills
Positive and self-motivated with a can-do attitude to problem solving.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Core Responsibilities:
Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as required.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15942
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Support: Assist Training and Competency Managers and senior Management team
Administration Support: Diary management, maintaining Training & Competence Scheme
Compliance: Provide support with adviser file checks, compliance review meetings, adviser/client observations
Database Management: Various tasks related to the company’s electronic record system
Risk Management: Oversee control systems to prevent or assess risk.
Communication: Liaise with advisers, clients, and external partners
Additional Support: Provide administration support to the adviser team and senior management.
Experience: No prior Financial Services experience required, but a willingness to learn and gain the required qualifications is essential
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
Training Outcome:Opportunities for further training and career development.Employer Description:Bower is more than one of the most established and recognised independent companies in the equity release advice space.
With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help you get to where you want to be.
Each of our expert advisers work tirelessly to make sure you receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise you not to go ahead than provide you with the wrong product or service.Working Hours :Monday - Thursday 9:00am - 5:30pm, Fridays 9:am-5:00pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Analytical skills,Team working,Time management,Proactive....Read more...
You will be part of the team supporting the advisers with day to day admin including:
Ensuring mortgage applications are administered accurately and in a timely manner, and in line with TR Financial's policies/procedures.
Data inputting.
Dealing with solicitors, estate agents and insurance providers.
All activities must be delivered whilst offering exceptional levels of customer service.Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This role will include the opportunity to progress your career with further training, qualifications and full support. Upon completion of the apprenticeship, there is the opportunity to become a full time member of staff!Employer Description:TR Financial are a mortgage and protection brokerage, specialising in residential and buy-to-let mortgages, including specialist property finance.Working Hours :Monday to Friday, 10.00am to 4.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative....Read more...
Key Responsibilities:
Bookkeeping: Assist with maintaining accurate financial records, including processing invoices, payments, and receipts.
Data Entry & Reconciliation: Input financial data into accounting software, ensuring accuracy and up-to-date information. Support the reconciliation of bank statements, credit card transactions, and supplier accounts.
Tax Compliance: Assist with VAT returns, personal tax calculations, and other statutory compliance tasks.
Financial Analysis: Analysis client financial records and investigate discrepancies for tax compliance checks
Client Support & Administration: Provide excellent client service by answering calls, addressing inquiries, and resolving issues.
Manage administrative tasks such as scanning documents and maintaining up-to-date client records.
Learning & Development: Complete your apprenticeship coursework and exams, applying new knowledge to practical tasks within the company.
Training:
Training will be weekly in a class environment, working towards a Level 2 Accounts or finance assistant apprenticeship standard.
Training Outcome:
Excellent prospects with the possibility to progress onto level 3.
Employer Description:We are a dynamic and growing firm of Chartered Accountants and Chartered Tax Advisors in the Anlaby area. Our company prides itself on providing exceptional service to our clients by tailoring our diverse range of services to meet their individual needs. We are a forward thinking, technology driven practice looking for an enthusiastic and dedicated Accountancy Apprentice to join our team.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16049
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
JOB DESCRIPTION
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Tremco Barrier Solutions Inc.; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services, Inc. Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
GENERAL PURPOSE OF THE JOB: The Director of Business Development - Financial is responsible for delivering measurable results through business development initiatives that meet each regional market needs globally as well as long-term company goals for Tremco Construction Products Group (CPG). This will be accomplished through a focus on strategy development and financial analysis for expansion into existing markets or technologies, exploration of new markets or emerging technologies, account identification and development related to mergers and acquisitions, ownership of key accounts, strategic alliances.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Perform financial analysis and modeling on acquisition targets, including but not limited to the following: Collaborate with key stakeholders at the target company on financial history requirements. Collect, understand and interpret historical data, assemble proformas including five-year outlook on profit and loss, balance sheet and working capital using RPM standard methods and templates. Collaborate with the business for inputs on growth strategy, synergies and dyssynergies, perform key financial analysis to identify and address gaps, obstacles, and opportunities to align with target internal rates of return. Collaborate with RPM on assumptions and scenario modeling as deals evolve. Assist with financial due diligence upon acquisition closure as required. Perform financial analysis and modeling on strategic alliance opportunities, including 'Make vs Buy' decisions, additional impacts, etc. Assist with the HercuTech acquisition integration as required. Develop proposals and assessments as needed. When acting as the primary point of contact for assigned projects, geographies, or accounts include additional requirements such as initial drafts of Candidate Summary and Strategy Document. Perform vetting and development of target accounts, companies, products, or technologies. Conduct comprehensive market or technology studies and evaluations to demonstrate a viable connection to strategy and define a path to execution or recommendation not to proceed. Evaluation may include voice-of-customer, lab evaluations, hands-on or other types of research. Ensure communication of new market/technology plans, strategic alliance efforts and innovation contribution throughout the organization using Salesforce.com or other tools. Collaborate with key functional areas within the division such as product management, R&D, operations, marketing, and sales. Leverage tools to support overall synergy and viability including but not limited to Salesforce.com, Strategy Mapping, RPM Templates, Financial Modeling and Business Vetting. Identify and leverage opportunities to engage with other Tremco divisions and RPM sister companies. Develop and maintain a network of industry contacts to improve divisional market position, create ability to influence building code or key industry organizations, align with strategic partners and investigate options and alternatives. Meet the established and assigned financial commitments and deliverables. Actively participate in departmental meetings, KPI development and reporting, divisional KPI report outs, etc. Travel as needed and as required for regional areas of responsibility.
EDUCATION REQUIREMENT:
Bachelor's Degree in Finance, Economics, Business, Commercial Construction or similar required. Masters' degree in business or related field preferred.
EXPERIENCE REQUIREMENT: Minimum 7 years of commercial construction experience Previous experience in business development, M&As or other professional role that participates in business development activities such as increasing profitability by building strategic partnerships, making strategic business decisions, or increasing growth in terms of business expansion
OTHER SKILLS, ABILITIES, AND QUALIFICATIONS:
Demonstrated success in developing and implementing strategic business plans, product, or program development, identifying, and developing strategic partnerships and evaluation of new markets and technologies. Modest technical capability regarding applications and technology is required.Experience envisioning and building innovative strategies and plans. Ability to create and manage financial modeling documents and reports. Excellent collaboration skills and ability to influence and/or lead large cross-functional teams. High level of initiative Excellent interpersonal, writing, and presentation skills. Strong problem-solving skills. Able to quickly identify relevant details while working with voluminous data, new technologies, or companies. Ability to travel is required (50-60% travel both domestic and international) Bilingual ability is preferred. Desire to execute units of CEU annually is a requirement.
PHYSICAL DEMANDS: Incumbent must be able to stand, walk, sit, use hands, reach, talk, and hear.
BENEFITS AND COMPENSATION:
The salary range for this position is based on employee qualifications, business needs, and other conditions permitted by law. The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus, and continuing education.
All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Apply for this ad Online!....Read more...
Job Description:
Do you have relevant significant experience in compliance within an FCA regulated firm? Our client, a leading financial services firm, is seeking a Head of Regulatory Compliance to lead the regulatory team on a permanent basis. Strong people management and stakeholder management skills are essential for this role. Experience in IFoA is desirable.
This role can be based in Edinburgh, Glasgow or London.
Skills/Experience:
Extensive compliance experience in an FCA regulated firm. Experience gained in financial services, ideally financial planning or asset management and/ or professional services
Strong understanding of the FCA Handbook and other relevant regulations such as the Bribery Act or Money Laundering regulations
Experience in IFoA is desirable
Relevant professional qualification, for example a Compliance Diploma or equivalent
Good working knowledge of IT systems, such as SharePoint is desirable
Ability to influence
Excellent at building relationships and working collaboratively with a wide range of people
Excellent communicator
Core Responsibilities:
Ownership of the strategy, business plan and budget for Regulatory team.
Provide effective compliance advice and guidance to senior management and business units
Maintain and update documentation related to compliance activities.
Investigate and address compliance issues and breaches.
Support second line of defence oversight; monitor compliance with regulatory requirements and internal policies and oversee our compliance monitoring plan.
Monitor the regulatory perimeter as our business activities change and grow.
Produce and present effective management information
Manage and oversee all relevant regulatory reporting and communication requirements
Develop and manage direct reports and ensure the team are recognised internally as professional, partnering and solutions driven
Maintain on-hand external compliance experts to supplement the team as needed.
Keep up to date with developments which may affect FCA regulated firms, risk and governance framework/activities of the firm.
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: 16031
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
We are working on an excellent opportunity for a Change Manager to join the team at a leading financial services firm. In this role, you will be responsible for planning and managing multiple projects from inception through to delivery.
Skills/Experience:
Experience working in a Change Delivery within Financial Services
Strong knowledge of project management principles and practices
PRINCE II qualification
Excellent planning, tracking and reporting skills across multi-workstream projects.
Strong stakeholder management skills
Excellent influencing & negotiation skills.
Core Responsibilities:
Manage fund product changes, technology implementations and process improvement initiatives from initiation to project closure.
Develop comprehensive project plans for all phases of the project, in consultation with key stakeholders.
Coordinate the activities of the project team members to ensure projects progress on schedule and results meet objectives, milestones, and scope. Coordination across functions with other entities is necessary.
Communicates status reports on project milestones, deliverables, dependencies, risks and issues to senior management and key stakeholders.
Ensuring that changes are documented, including inputs from lessons learnt exercises.
Drives resolution of project conflicts. Engages with senior management when necessary.
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: 15975
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
JOB DESCRIPTION
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Tremco Barrier Solutions Inc.; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services, Inc. Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
GENERAL PURPOSE OF THE JOB: The Senior Business Operations Analyst analyzes complex business problems and issues using data from internal and external sources to provide insight to decision-makers. Monitors and confirms financial condition by conducting audits and providing information to internal and external auditors.Ensures the accuracy and integrity of the company's financial data while providing insights to drive operational and financial performance.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Gathers and tracks relevant internal and external data to support strategic decision-making. Identifies and interprets trends and patterns in datasets to locate influences. Constructs forecasts, recommendations and strategic/tactical plans based on business data. Creates specifications for reports and analysis based on business needs and required or available data elements. Collaborates with internal clients to modify or tailor existing analysis or reports to meet specific needs. Participates in management reviews, including presenting and interpreting analysis results, summarizing conclusions, and recommending a course of action. Provide analytics for problem solving and cost efficiencies including but not limited to definition, documentation, specifications, etc. Recognizes and documents changes to existing business processes and identifies new opportunities for process development and improvements. Reviews, researches, analyzes and evaluates data relating to related products and brands, acts as the subject matter expert for the North America operations team. Extracts data from operating system(s) to support all aspects of business operations program, format, policy, process and prepare dashboards for ease of tracking and evaluation. Conducts analysis and uses analytical skills to identify root cause and assist with problem management as it relates to contractual or reporting requirements. Collaborates with Operations and Sales leadership to share insights and execute cost savings suggestions. Review financial plans and prepare financial analyses of operations, including interim and final financial statements with supporting schedules for the guidance of management. Develop, analyze, and interpret statistical and accounting information in accordance with Tremco's reporting standards. Create consistent reporting guidelines to appraise operating results in terms of profitability, performance against budget, and other standards used to evaluate and measure fiscal soundness and operating effectiveness monthly and annually, as well as any ad hoc requests. Prepare internal and external financial statements, including balance sheet, profit and loss statement, cash flow and other reports. Review and approve financial reports, including income statements, balance sheets, reports to holding companies, tax returns, and reports for government and banking regulator agencies.Revies financial results with Senior Management in accordance with established timelines. Oversee the monthly and yearly financial close process, ensure accuracy, review journal entries and fixed asset schedules, and reconcile bank and balance sheet accounts. Work with Senior Management and finance/accounting team in the preparation of the budget and financial forecasts. Ensure timely, complete, and accurate financial information for all required purposes including but not limited to tax planning and preparation, RPM reporting, etc. Interface with internal and external auditors ensuring that all requests are addressed timely. Act as the primary liaison for all corporate system integrations.Assists with company software and access including but not limited to HFM, SAP, ReadSoft, Concur, etc. Provide integration support as a financial subject matter expert to facilitate mergers and acquisitions. Ensure confidentiality and integrity of financial data in compliance with GAAP, RPM/Tremco CPG policies, and SOX. Plan, direct, and manage all accounting operational functions for assigned operational unit(s). Analyze key financial metrics and operational data and provide recommendations on cost savings, profitability, capital expenditures, strategic initiatives, and process improvements. Develop KPIs. Develop and maintain financial models and forecasts to assist in budgeting, decision-making, and long-term planning. Maintain internal controls to safeguard the company's assets and prevent fraud, ensuring that all financial policies and procedures are followed. Lead the budgeting and forecasting processes, working closely with operational unit leaders to gather input, assess financial performance, and set goals for the plant in coordination with divisional leadership. Analyze cost structures, inventory levels, and pricing strategies.
EDUCATION REQUIREMENT:
Bachelor's degree in related area - finance, accounting, economics, etc. MBA or CPA preferred.
EXPERIENCE REQUIREMENT:
7+ years of experience in accounting or finance, with at least 3 years in a leadership or managerial role within a manufacturing or production environment. Experience with systems conversions and implementations preferred.
CERTIFICATES, LICENSES, REGISTRATIONS:
CPA, CA, CGA or CMA preferred.
OTHER SKILLS, ABILITIES, AND QUALIFICATIONS:
High degree of flexibility and organization; ability to effectively handle multiple concurrent projects, a fluctuating workload, and rapid changes in priorities. High-level analytical and problem-solving ability. Ability to organize data and draw relevant conclusions and identify trends. Detail, process, and procedure oriented. Ability to recognize and act upon errors and/or inconsistencies. Excellent written and verbal communication skills with the ability to speak with all levels of the organization with the ability to present financial information to non-financial stakeholders. Requires strong PC aptitude with proven proficiency in Microsoft Office Suite, including excellent Excel skills. Familiarity with accounting/financial reporting software (Hyperion Planning/Essbase, HFM, Quickbooks, and SAP experience preferred). Understand details and see big picture; ability to develop strategies to transition from the current state to the future state through policy and procedures, controls, project management, etc. Strong knowledge of financial accounting principles (GAAP), cost accounting, and financial reporting for manufacturing companies and SOX. Proven experience with budgeting, forecasting, financial modeling, and variance analysis. In-depth understanding of manufacturing cost structures, including labor, materials, and overhead expenses. Strong analytical skills with the ability to interpret complex financial data and provide actionable insights to senior leadership. Provides frank, direct, and timely feedback to others. Results-oriented, takes charge, and exerts influence. Driven by achieving extraordinary results and leading others. Excellent aptitude for holding self and others accountable to a high standard of performance and must be able to manage multiple management inputs to a consistent result. Construction product manufacturing experience of construction service experience. Ability to work independently, manage deadlines, and solve problems proactively.
PHYSICAL DEMANDS: Incumbent must be able to stand, walk, sit, use hands, reach, talk, and hear.
BENEFITS AND COMPENSATION: The salary range for applicants in this position is based on employee qualifications, business needs, and other considerations permitted by law. The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan, Performance Based Bonus/Commission, and continuing education.
All qualified applicants will receive consideration for employment without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.Apply for this ad Online!....Read more...
Director of Clinical Services Position: Director of Clinical Services Location: Worcestershire Salary: Up to £80,000 (dependent on experience) + £6,000 car allowance per year with additional benefits and enhancements Hours: Full-time Contract: PermanentMeditalent is recruiting for a Director of Clinical Services to work for our client – a UK leading healthcare provider based in Worcestershire. As part of the Senior Leadership Team, the Director of Clinical Services will drive the hospital's vision and strategic plans while maintaining high standards in quality, safety, patient satisfaction, and financial performance. This role demands leadership and communication excellence, along with an innovative and collaborative approach to improve hospital services continually.Experience and Skills:
Significant clinical leadership and management experience, ideally in a similar role. In-depth knowledge of clinical governance, quality assurance, and infection prevention practices.
Candidates must hold an active NMC registration.
Capable of supporting and mentoring line managers, providing guidance and resources to help them lead their own teams effectively.
Financial experience with budgeting, cost management, and resource allocation.
Skilled in strategic planning and aligning team objectives with the broader organisational goals.
Proven experience ensuring compliance with CQC standards and other legal, professional care standards.
Excellent relationship-building skills, with the ability to collaborate with a range of internal and external stakeholders.
A strong commitment to nursing, mentorship, and professional development.
Development Opportunities:
This role offers CPD (Continuing Professional Development) opportunities, providing pathways for career growth and professional enhancement in clinical leadership.
Benefits on offer:
Competitive holiday scheme which increases longevity
Private Medical Insurance & Life Assurance
Enhanced Company Pension
Fully funded CPD – Management courses, Post Graduate Certifications and much more! A company which invests in you
Plus, much more – Ask to find out full details!
This position is perfect for an experienced healthcare leader with a passion for clinical excellence, patient care, and staff mentorship. If you have a background in clinical services, a commitment to continuous improvement, and the drive to meet challenging goals in a rewarding environment, we would love to hear from you!Please apply by sending your CV or for more information please call / text Jack on 07538239990.....Read more...
Director of Clinical Services Position: Director of Clinical Services Location: Leicester Salary: Up to £80,000 (dependent on experience) with additional benefits and enhancements Hours: Full-time Contract: PermanentMeditalent are recruiting for a Director of Clinical Services to work for our client – a UK leading healthcare provider based in Leicester. As part of the Senior Leadership Team, the Director of Clinical Services will drive the hospital's vision and strategic plans while maintaining high standards in quality, safety, patient satisfaction, and financial performance. This role demands leadership and communication excellence, along with an innovative and collaborative approach to improve hospital services continually.Experience and Skills:
Significant clinical leadership and management experience, ideally in a similar role. In-depth knowledge of clinical governance, quality assurance, and infection prevention practices.
Candidates must hold an active NMC registration.
Capable of supporting and mentoring line managers, providing guidance and resources to help them lead their own teams effectively.
Financial experience with budgeting, cost management, and resource allocation.
Skilled in strategic planning and aligning team objectives with the broader organisational goals.
Proven experience ensuring compliance with CQC standards and other legal, professional care standards.
Excellent relationship-building skills, with the ability to collaborate with a range of internal and external stakeholders.
A strong commitment to nursing, mentorship, and professional development.
Development Opportunities:
This role offers CPD (Continuing Professional Development) opportunities, providing pathways for career growth and professional enhancement in clinical leadership.
Benefits on offer:
Generous holiday allowance + Bank holidays
Private Medical Insurance & Life Assurance
Enhanced Company Pension
Fully funded CPD – Management courses, Post Graduate Certifications and much more! A company which invests in you
Plus, much more – Ask to find out full details!
This position is perfect for an experienced healthcare leader with a passion for clinical excellence, patient care, and staff mentorship. If you have a background in clinical services, a commitment to continuous improvement, and the drive to meet challenging goals in a rewarding environment, we would love to hear from you!For more information, please apply with your CV!....Read more...
Competitive Salary + BenefitsAre you a meticulous and proactive Bookkeeper seeking a flexible, remote opportunity? Our client is a well-established, full-service bookkeeping firm based in Berkshire England. Due to growing demand, they are now looking for dedicated and experienced Bookkeepers professionals to join their dynamic team.Since 2014, our client has been committed to supporting small and medium-sized businesses, particularly newly incorporated Limited Companies, in easing their financial burdens and scaling effectively. Their mission is to provide high-quality, reliable financial management services tailored to the needs of small businesses and individuals.The ideal candidate will be responsible for managing their own portfolio of clients, ensuring their financial records are maintained accurately and up to date. You will handle all aspects of bookkeeping, assist with VAT compliance, and oversee your clients' tax affairs efficiently.This role requires excellent attention to detail, strong communication skills and the ability to work independently in a remote setting.
Key Responsibilities
Maintain accurate and up-to-date financial records for a portfolio of UK based clients.
Process accounts payable and receivable, including invoicing, payments, and collections.
Reconcile bank statements, credit card statements, and other financial documents.
Prepare monthly and quarterly management accounts for clients, ensuring accuracy.
Prepare and file VAT returns for clients, ensuring compliance with relevant regulations.
Assist with VAT audits when required.
Act as the main point of contact for your clients, providing support and guidance on bookkeeping matters. This will be under supervision during the probationary period.
Regularly update clients on their financial status and tax obligations.
Ensure high levels of client satisfaction through excellent communication, reliability, and professionalism.
Liaise with HMRC regarding relevant client queries when necessary.
Skills & Experience
Proven experience as a bookkeeper, ideally managing your own client base.
Strong understanding of accounting principles, tax regulations, and financial reporting.
Knowledge of tax preparation for individuals and small businesses is a plus but not required.
Proficiency in accounting software, ideally Xero.
Ability to manage multiple clients with diverse financial needs in a remote setting.
Excellent organizational and time-management skills, with the ability to meet deadlines.
Strong attention to detail and accuracy in all aspects of work.
Excellent written and verbal communication skills.
Ability to work independently and collaboratively as part of a remote team.
Desirable Experience
Prior experience working remotely in a similar bookkeeping role.
Benefits
Work remotely from anywhere with a flexible schedule.
Be part of a supportive and professional team dedicated to financial excellence.
Gain experience working with a diverse range of clients across various industries.
Opportunities for growth and professional development.
If you are a dedicated and detail-oriented bookkeeper looking for a dynamic remote role, we would love to hear from you. Apply now!....Read more...
This role requires taking up the following duties:
• Managing the mortgage adviser’s diary• Liaising with the clients, collecting relevant documents and organising them in the relevant folders• Chasing the lenders, providers and solicitors on a regular basis to help the process run smoothly• Creating protection quotes as advised by the mortgage adviser, emailing clients with the relevant quotes and chasing themTraining:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Upon completing the apprenticeship and obtaining the CeMAP in full, with mutual agreement there is a potential of moving into a permanent position with a salary rise.Employer Description:MBA Mortgages is a dedicated mortgage brokerage specialising in all aspects of mortgage financing, including Residential Mortgages, Buy-to-Let Mortgages, and Remortgages. We also provide a range of protection policies, such as Buildings Insurance, Life Insurance, Critical Illness Cover, and Income Protection.
Our expertise extends to assisting a diverse range of clients, including first-time buyers, home movers, professional landlords, and individuals with adverse credit histories. At MBA Mortgages, we are committed to finding tailored financial solutions to meet our clients' unique needs.Working Hours :Monday - Friday between 9.30am till 5.30pm including 1 hour lunch break between 12pm - 1pm.Skills: Communication skills,IT skills,Number skills,Initiative,Patience,Social media skills....Read more...
Up to £30,000 + BenefitsA talented, enthusiastic individual with a good head for numbers and a keen interest in providing key business critical analysis, is required to support the Compliance team of a market leading company helping customers make their property ambitions become a reality; be it their first home or a portfolio of buy-to-let (BTL) investment properties.Our client is an award-winning mortgage business based in Essex, with a strong industry reputation for supporting and developing highly skilled and knowledgeable Mortgage Advisers. They currently employ over 50 staff from their head office in Hornchurch and support over 300 Mortgage Advisers via their nationwide network.The ideal candidate will be excited by the prospect of joining a highly successful, growing business in a role offering a perfect opportunity to utilise their previous compliance experience gained from within the financial services sector or a related professional services industry such as accountancy, pensions or insurance. Professionalism, accuracy and an eagerness to learn are essential requirements of the role. Applications are also encouraged from Mortgage Brokers now looking to move into a compliance focussed role. Key Responsibilities
File checking mortgage and protection cases
Answering mortgage advisers questions
Approval of financial promotions
Process new member applications from advisers and introducers
Complete due diligence checks on the proposed adviser or introducer
Keep detailed records of the member application progress
Liaise with the Compliance Manager to authorise applicants to become advisers or introducers
Match incoming commissions to relevant adviser or introducer on the management system
Investigate commission queries or errors and identify and communicate pipeline issues
Skills & Experience
Good with numbers and have strong analytical & organisational skills
Proficient in the use of Microsoft office, in particular Excel
Knowledge of financial software and administrative procedures
Have proven experience of working as part of a team
Be keen to learn, enjoy working closely with other team colleagues and customers
Knowledge of the mortgage market or a similar regulated industry is desirable
A CeMAP a qualification is desirable, but absolutely not essential.
This is a great opportunity for a highly organised Compliance Administrator to join a flourishing, friendly and progressive company offering a competitive salary based on experience and genuine career development opportunities as the business continues to grow. Apply now!....Read more...
To prepare and raise orders, liaising with suppliers and process associated invoices, deal with creditor and debtor enquiries in line with corporate financial regulations, updating the relevant IT systems. Deal with customer enquiries and bookings for services both on the phone and in reception and taking card payments. To maintain accurate records of stock, orders including reconciliation and customer requests, using the appropriate software system as required i.e. Jadu, Whitespace etc. To prepare external invoices, credit notes and internal recharges for relevant services. To record accurate performance and service specific information and provide effective administration support to all service areas. Prepare daily information for relevant services. To process post, maintain filing systems and operate office equipment appropriately. Assist with procurement of supplies, obtaining quotes etc. where required. Maintain data within the relevant IT systems, spreadsheets, procedures and databases accurately and in a timely manner. Respond to general queries, liaise with external customers and internal service areas to provide and receive information and signpost employees / managers as appropriate. To assist in the administration of systems and procedures in relation to Civil Parking Enforcement, season tickets, traders and event parking.To have knowledge of the Off-Street Parking Places Order and Traffic Regulations to respond to initial queries from the public.To undertake daily administration in relation to markets, liaise with supervisors, process new trader enquiries, stall lettings, market rents, processing trader documentation and maintaining accurate records.To administer cash collection including counting, reconciliation and banking the cash received and to report any discrepancies in accordance with Financial Regulations and internal procedures.To assist in the administration of events, promotions, and entertainment in the town centre.To process the sale of goods / income in line with Financial Regulations and Standing Orders.To monitor car park systems, initiate appropriate action due to faulty machines, repairs and produce statistical information as required from back-office data.Any other duties which may reasonably be required in accordance with the duties and responsibilities indicated, and which are appropriate to the post covered by this job description.Training:This is a work based programme which means that predominantly, your learning will take place on the site of your employment and within your contracted working hours.
We host supporting workshops regularly throughout the apprenticeship which you can attend in person at our designated site. These workshops are carefully designed to support the learning required throughout the apprenticeship programme.
Training Outcome:Further career progression would be considered for the right candidateEmployer Description:Mansfield District Council provides a wide range of services across the district . By joining us you will be helping to contribute towards making the Mansfield district a better place to work and live. The Council's vision is to create a more positive image of the area of Mansfield district to develop people, businesses and investment in the area. We also want to improve confidence, pride and dignity so that everyone can enjoy a good quality of life in their neighbourhoods and communities.Working Hours :08:30 – 17:00 Monday to Friday Flexible hours working system is in place (with lunch break not paid)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Logical,Team working,Initiative,Time Management....Read more...
An opportunity has arisen for a Payroll Administrator / Accounts Assistant to join a well-established accountancy practice. This role can be full-time or part-time offering excellent benefits and a starting salary of £25,000.
As a Payroll Administrator / Accounts Assistant, you will oversee and enhance payroll services, managing a diverse client portfolio.
You will be responsible for:
? Processing and managing payroll operations for multiple clients.
? Supervising and mentoring junior payroll team members.
? Administering auto-enrolment and pension submissions (training provided if required).
? Handling CIS return submissions (knowledge preferred but not essential).
? Providing payroll-related advice and support to clients.
? Assisting with other financial tasks, including VAT, personal tax, and annual accounts.
What we are looking for:
? Previously worked as a Payroll Administrator, Payroll Executive, Payroll Coordinator, Payroll Specialist or in a similar role.
? Qualification by experience or currently studying AAT, ICAEW, ACCA, or CIPP.
? Possess payroll experience, preferably within accountancy practice.
? Familiarity with payroll software such as BrightPay, Capium, Sage Payroll, or Moneysoft.
? Knowledge of auto-enrolment and pension submissions (training available).
? Understanding of CIS returns is beneficial but not mandatory.
What's On Offer:
? Competitive salary.
? Career growth and development opportunities.
? Financial support for further professional qualifications.
? In-house training, including cloud accounting certifications.
? Modern IT systems and software.
? Supportive and friendly team environment.
? Flexible working hours, including hybrid options.
? 28 days paid holiday (including bank holidays).
? Company pension scheme.
? Free parking.
? Regular team socials and events.
This is a fantastic opportunity for an experienced payroll professional or an aspiring accounts assistant looking to take ....Read more...
