Marine Maintenance & Offshore Operations Manager – Permanent – London
Navis Consulting are working with a global submarine cable company to help source a Marine Maintenance & Offshore Operations Manager. To manage the marine maintenance activities and services supporting the Atlantic and Pacific regions. The role encompasses the management of all customer relationship, commercial, technical, operational, quality and financial aspects of the services, supported by relevant teams, in addition to provide ship management services for the operation of cable ships for marine maintenance activities. Responsibilities:
Overall responsibility for management of the region activity and contracts
Manage the repairs required for the service, co-ordinating between the customer and the support services within ASN to achieve timely repairs and satisfied customers
Business and customer liaison, including reporting (weekly & other) on all aspects of the marine maintenance
Cost control and reporting
Overall planning and organising of the vessels’ movements, repairs, depots and customer spares, maintenance support services.
Qualifications Required
Degree level or equivalent
Experience in a project management customer- facing role
Experience in vessel operation management
Experience working offshore
High level of commercial awareness
Good knowledge and understanding of the marine industry as well as specific appreciation of marine maintenance services
For more information or to apply please contact Jack on +44 (0) 2393 322384 or email jbaker@navis-consulting.com
Navis is acting as an Employment Agency in relation to this vacancy.....Read more...
Job Description:
We are working on an exciting opportunity for a Senior Fund Administrator to join the Private Capital Fund Administration team at a global financial services firm in their Glasgow office.
The successful candidate will work with their team to provide Private Capital fund administration, corporate services and investor services to private equity funds and underlying private equity fund vehicles ensuring that they are fully compliant with fund documentation, legal and regulatory requirements to which they are subject.
Skills/Experience:
Studying towards an accounting (e.g. ACCA) or a similar qualification.
Good understanding of the Private Capital industry is desirable
Experience of Private Capital and fund administration is desirable
Good understanding of fund structures and fund cash flows
Experience in the preparation of distribution/capital call notices
Experience in the preparation and execution of client payments i.e. invoice, investment, distribution and bridge facility repayment packs is desirable
Strong attention to detail
Core Responsibilities:
Prepare fund distribution and call notices to investors in accordance with the fund agreements and legal and regulatory requirements, including liaison with the Investor Relations team regarding the sending of notices to investors.
Prepare payment instructions accurately for approved invoices, FX transactions, investments, distributions and any other ad hoc payments.
Assist with the preparation and compilation of board packs.
Assist in execution of documents and other ad hoc administrative client and investor requests.
Assist the Corporate Services team with the preparation of agendas, board minutes and board packs as required for all scheduled and ad hoc board meeting.
Day to day production contact with investor relations & other departments within the company to ensure that funds comply with statutory and regulatory requirements.
Liaise with various external and internal parties in the day-to-day administration of the Fund and other custom reporting and projects for specific investor needs.
Liaise with internal and external auditors and assist with the year-end/interim audit process via a monitored timetable and audit requirement list.
Assist in analysing investment proposals to ensure potential fund acquisition meet fund investment criteria.
Ensure compliance with all relevant internal processes, procedures and controls when discharging Fund Administration duties, using the appropriate system or platform in order to do so.
Support management in ensuring all checklists utilised in review and sign off clearly document controls and are kept up to date.
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: 16040
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...
Key Finance Responsibilities:
Assisting with accounts payable and receivable, ensuring accurate nominal, branch, and departmental coding.
Performing client and office account reconciliations, in compliance with Solicitors Accounts Rules.
Assisting with financial reporting, including preparing reports for senior management.
Learning and applying legal finance regulations, including compliance with Anti-Money Laundering (AML) laws.
Monitoring cash flow and bank transactions.
Supporting billing and credit control, to ensure timely payments from clients.
Using and identifying new features in the financial software Xero.
Communicating with internal departments and external clients regarding financial matters.
Key Administration Responsibilities:
Greet and welcome guests upon arrival at the office, directing them appropriately, copying any documentation required and making them drinks.
Answer, screen, and forward incoming phone calls, ensuring proper redirection.
Administrative support to the organisation.
Ensure interview rooms are tidy and presentable, with all necessary stationery and material (e.g., pens, forms, and brochures).
Receive, sort, and distribute daily mail/deliveries.
Maintain accurate client records and update information as needed.
Other clerical duties where required such as filing, photocopying and scanning.
Training:The successful applicant will study with First Intuition Leeds Limited.Training Outcome:Full AAT progression if desired. ACA/ACCA/CIMA apprenticeship in years to come if desired.Employer Description:Andrew Isaacs Law are Divorce Lawyers & Family Law Solicitors who offer Specialist Legal Services throughout Doncaster, Rotherham, Melton Mowbray, Gainsborough, & Leighton Buzzard.
They are recognised for their commitment and strength in ways that represent their clients whilst delivering an exceptionally high standard of care.Working Hours :Monday to Friday - 8:30am till 5pm, with a 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Team working,Excel skills,Able to manage multiple tasks,Able to meet deadlines....Read more...
Job Description:
Our client is looking for someone with excellent communication skills to work as a Training and Competence Supervisor on a permanent basis. This role would suit someone who is currently working in a T&C focused role, or perhaps in a people-focused position with relevant qualifications, looking for a development opportunity.
Skills/Experience:
Ideally from a financial services training and competence background.
Level 4 Diploma qualified, preferably with AF6 or working towards this or an equivalent qualification.
A sound product and technical knowledge across all aspects of financial services with particular knowledge and experience of all types of pensions and investments.
Ideally some Training and Competence experience
Strong organisational skills.
Ability to work on multiple tasks and projects.
Excellent communication skills.
Flexible approach.
Committed and self-motivated
Willing and able to develop wide skills and knowledge, including keeping abreast of regulatory updates and recommending amendments to current standards and procedures as appropriate.
Core Responsibilities:
Providing support to advisors on all aspects of training, competency and compliance
Provide ongoing supervision to advisors in line with supervisory standards set within the function.
Managing induction and supervision of new entrants.
Provision of technical, supervisory and compliance support to new and existing advisers.
Completion of annual and additional risk based one to ones with advisers.
Collating data and recording results on the system, identification, and reporting of trends by adviser or firm level.
Providing appropriate feedback both written and verbal to individual advisers.
Performing and recording further reviews on an ongoing basis.
Liaison with colleagues within the firm across the training and administration functions where necessary
The individual will be expected to learn other aspects of compliance with a view to providing cover whenever needed.
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: 15917
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...
Apprentices are employed on a full time, fixed-term contract attending day release training studying industry recognised AAT qualifications. The role may either be within one or may rotate through various functions of the Finance Department such as Management Accounting, Income & Costing, Accounts Payable/Receivable, Financial Services, Financial Accounting and Cashiers.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:On completion successful candidates could have the opportunity to continue to higher level apprenticeships studying the AAT Professional Diploma in Accounting (Level 4) and ultimately undertaking a professional accounting qualification.Employer Description:The NHS has a multi-billion pound budget to deliver an efficient, modern, safe and effective healthcare service to patients. Constantly striving to make efficiency savings there is a need for a workforce empowered to deliver the NHS of the future putting the patient at the heart of how care is organised. Almost 2 million people make up the NHS workforce with over 350 different careers being split into 15 categories, one of which encompasses those who work in Finance. In England there are over 16,000 staff working in this area of which 2,700 are in the North West.Working Hours :Monday-Friday, 9am-5pmSkills: Communication skills,IT skills,Organisation skills,Team working,Reliable and Punctual,Good Interpersonal Skills,Professional attitude....Read more...
Duties include:
Support with the financial accounts and company ledgers
Purchase and sales ledger invoice processing
Monitoring and logging timesheets for interim candidates
Credit control
Daily weekly bank reconciliations
Assisting with the weekly payment run
Balance sheet reconciliations
Assisting in maintaining the CRM system and work pipeline documents
Check and process colleague expense claims
Responsible for maintaining the fixed asset register and accurately reporting fixed assets
Assist with compliance for Executive Search and Interim assignments and CRM compliance
Assisting with month end duties including the posting of journals
Assisting with reporting and other ad hoc financial duties
Training:
Advanced Diploma - AAT Level 3 Advanced builds on the knowledge gained in the Foundation level. If you work in accounts or have studied accountancy before, you may be able to start at this level
You’ll learn complex accounting techniques, and master a number of accounting disciplines including financial processes, advanced bookkeeping, final accounts and ethical practices for accountants. This level will encourage you to master more complex accounting principles in both Bookkeeping and Management Accounting
You’ll develop the technical skills to start, or progress, your career in accountancy and this will allow you to continue with your studies onto Level 4
To pass this level you’ll need to study five units (also known as subjects), which are all mandatory. Four of the units are examined individually and there is also a synoptic assessment that you’ll take towards the end of the level, which incorporates the final two units as well as drawing on all of the other units
Training Outcome:
Role within the finance team on completing apprenticeship subject to business requirements
Possibility to continue studies and continue with ACCA again subject to business requirements
Employer Description:Starfish Search is a team of colleagues united in our aspiration to make a positive difference to society. We do not shy away from difficult conversations or less predictable choices: we tell it how it is and recruit across a range of sectors and backgrounds to access diverse talent.We offer senior executive search, CEO recruitment, Interim manager recruitment, Board search and development and assessment services to our clients.Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Job Description:
Our client, a leading financial services firm has an exciting new role for a NAV Oversight Analyst to join their team in Edinburgh. The successful candidate will play a key role in delivering processes and controls, and to be an SME within the team on NAV oversight.
Essential Skills/Experience:
Experience of NAV oversight within asset management and/or asset servicing environment
Proven organisational skills
Strong team player
Strong attention to detail
Excellent problem solver
Experience in producing MI and regular reporting
Core Responsibilities:
Delivery of NAV oversight activities ensuring that effective NAV oversight controls are in place, and the delivery of pricing is accurate.
Supporting the trade life cycle across equities, bonds, foreign exchange and derivatives
Completion of other oversight checks on outsourced activities to ensure service delivery is maintained to agreed standards
Oversight of third-party administrator; including monitoring and recording of the timeliness and quality of deliverables
Provision of monthly reporting and other regular deliverables, ensuring sign off within specified timelines and performing controls to ensure outputs are complete and accurate
Preparing procedures, processes and controls documents, ensuring all department procedures and checklists remain up to date
Involvement in project and change activity including fund change, client take on and transition activity
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15794
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Job Description:
Do you have a proven background in UK Corporation tax, gained either from within Practice or Industry?
We are working on an excellent opportunity for a Corporate Tax Manager to join the team at a global financial services firm on an initial contract to the end of December 2025. This role is based in Glasgow and follows a hybrid working pattern.
Skills/Experience:
Proficient UK Corporation Tax compliance knowledge and experience.
Relevant professional accountancy or tax qualification (including ACCA/CIMA/CA or ATT/CTA).
4 to 6 years of UK Corporation tax work experience in Practice or Industry.
Strong organisational skills.
Aptitude for working in a swiftly changing, dynamic environment.
Excellent interpersonal communication skills.
Self-motivated personality with high standards for quality of work, controls and accuracy.
Proficiency in MS Office (Excel, PowerPoint, and Word).
An understanding of tax reporting and forecasting processes.
Experience of tax compliance in other EMEA Tax jurisdictions.
Experience in people management.
Core Responsibilities:
Manage a portfolio of companies and processes, both within the UK and across the EMEA region, and will contribute to tax return filings, tax payments, tax forecasting, tax bookings and internal and external tax reporting.
As part of a well-established in-house corporate tax function, you will have the opportunity to conduct tax technical research and get involved in project work.
Working collaboratively across the wider tax, finance and other teams delivering on a number of projects and manage risk.
Managing, developing, and coaching staff.
Driving innovation and process efficiency improvements.
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: 16014
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:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
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: 16028
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:.
Are you working towards your CII Level 4 Financial Planning qualification?
Our client, an investment manager in London, is recruiting for a Paraplanner to join their team on a 12-month fixed term contract basis.
Skills/Experience:
Product knowledge of pensions, bonds and other wrappers
Experience in the onboarding journey of a new client
Strong Excel skills and experience
Good knowledge of operational administration including settlement and transfers
An industry relevant examination such as CII Level 4 Financial Planning qualification or working towards this is desired
Core Responsibilities:
Support Advisers in meeting annual suitability targets by coordinating and documenting client meetings.
Prepare Statements of Suitability (SOS) and ensure timely completion of annual reviews.
Produce business reports (e.g., ISA/GIA top-ups, pension transfers) to high standards.
Draft client correspondence, including fund switches and withdrawals.
Assist with new business processing, onboarding, and CRM updates.
Maintain compliant advice files and support clients with queries.
Manage prospect data and Adviser pipelines in Xplan.
Handle dealing instructions for investments.
Ensure accurate and timely client communication (emails, letters, reports).
Oversee workloads to enhance client experience and improve procedures.
Collaborate with Client Servicing and Operations teams to optimise service levels.
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: 16028
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...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities, including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:Weekday classroom courses (block release) at First Intuition Chelmsford for level 7 accountancy or taxation professional, studying towards a level 7 professional accounting qualification (ACCA or ICAEW).Training Outcome:Additional responsibility upon completion of the level 7 apprenticeship.Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday between 9am-5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities, including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:
Weekday classroom courses (block release) at First Intuition Chelmsford for level 7 accountancy or taxation professional, studying towards a level 7 professional accounting qualification (ACCA or ICAEW)
Training Outcome:
Additional responsibility upon completion of the level 7 apprenticeship
Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday between 9.00am-5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies.
Assisting with managing client expectations and deadlines.
Assisting with the preparation of personal and business tax returns.
Carrying out bookkeeping activities, including journal postings and ledger reconciliations.
Processing client records accurately using Xero, QuickBooks and other accountancy software.
Preparation of VAT returns and management accounts.
Supporting the team to meet deadlines as required.
Training:Weekday classroom courses (block release) at First Intuition Chelmsford for level 7 accountancy or taxation professional, studying towards a level 7 professional accounting qualification (ACCA or ICAEW).Training Outcome:Additional responsibility upon completion of the level 7 apprenticeship.Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday between 9am-5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Apprentices are employed on a full time, fixed-term contract attending day release training studying industry recognised AAT qualifications.
The role may either be within one or may rotate through various functions of the Finance Department such as:
Management Accounting
Income & Costing
Accounts Payable/Receivable
Financial Services
Financial Accounting and Cashiers
Training:Assistant Accountant Level 3 Apprenticeship Standard:
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:
On completion successful candidates could have the opportunity to continue to higher level apprenticeships studying the AAT Professional Diploma in Accounting (Level 4) and ultimately undertaking a professional accounting qualification
Employer Description:The NHS has a multi-billion pound budget to deliver an efficient, modern, safe and effective healthcare service to patients. Constantly striving to make efficiency savings there is a need for a workforce empowered to deliver the NHS of the future putting the patient at the heart of how care is organised. Almost 2 million people make up the NHS workforce with over 350 different careers being split into 15 categories, one of which encompasses those who work in Finance. In England there are over 16,000 staff working in this area of which 2,700 are in the North West.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Reliable and Punctual,Good Interpersonal Skills,Professional Attitude....Read more...
This role is an excellent opportunity for someone to start a role in the legal sphere.
You’ll have exposure across a wide range of work and projects including:
Supporting the team with corporate secretarial matters across Aspect, including corporate filings and record keeping
Undertaking legal research into a range of matters including intellectual property, technology, artificial intelligence and financial services regulation
Drafting correspondence, letters and other legal communications
Providing day to day support by managing the team inbox, calendar, and oversight of external counsel expenses
Assisting the team with fund related matters to ensure that the legal and regulatory requirements are met
In time, and with support you will be assisting our lawyers with the review, negotiation and execution of a broad range of legal documentation and the associated documentation maintenance
Company Benefits:
25 days holiday
Social and sporting events throughout the year
Well stocked kitchen
Excellent benefits(10% pension contributions, medical insurance, income protection insurance, flexible working, season ticket loan)
Dedicated Charity committee
Training:
Paralegal Level 3 Apprenticeship Standard
Training Outcome:
As well as being a fantastic opportunity for personal growth, a career at Aspect also represents an exciting chance to help shape the future of systematic investment
They recruit talented people who are intellectually ambitious, curious to learn and who are team players. In return, provide a truly unique culture: Aspect care about their people and work hard to ensure that they fulfil their potential
Employer Description:Aspect Capital is an award-winning Hedge Fund at the forefront of research into financial markets. We apply systematic quantitative research techniques across a broad spectrum of financial products and markets to deliver returns to our clients. We are an equal opportunities employer and wholeheartedly believe in the benefits of a diverse workforce. We therefore welcome applications regardless of race, gender, disability, religion/belief, sexual orientation or age.Working Hours :Monday - Friday, 9.00am - 6.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working....Read more...
We have opportunities in London to join Post Trade and be aligned to the LCH – Operations Team, and Post Trade Solutions. During our recruitment process, we will get to know your skills and interest and how they align with the needs of the business, to allow us to place you in the right team.
What we offer:
Work as a team to contribute towards projects with a focus on developing your knowledge to cleansing, aggregating and analysing data as you work across a variety of tasks.
Learn and apply industry-specific knowledge and techniques under the guidance of experienced professionals.
Progress through a development journey aiming to build foundational skills that are key for your future success.
Tailored induction and ongoing skills and knowledge sessions to help you build understanding of LSEG and bridge the gap between education and the workplace.
Connect with the wider early careers community and opportunities to contribute to the wider society via CSR initiatives and volunteering opportunities.
Studying an apprenticeship, you will need to meet the below criteria:
Be over 18 years of age
Live in England
Not already be in full-time education at the point of start date.
Achieved level 3 Qualification (Apprenticeship/A-Levels/BTEC etc.)
5 GCSEs including English and Maths at Grade 4 (C)
Not be entered for a qualification of the same type, content and level as that of this qualification
Training:
L4 Business analyst Apprenticeship Standard
Training Outcome:LSEG is at the forefront of Post Trade – a fundamental part of the financial and transactional services that support and enhance the development of businesses and economies across the world. We partner with clients through the trading cycle, so they can confidently explore, and innovate as situations change. Our division ensures financial stability, supporting clearing and reporting obligations, providing risk, balance sheet management and financial resource management solutions.
Our multi-national clearing houses LCH Ltd (London) and LCH SA (Paris) offer a range of clearing services for a diverse range of assets classes including equities, fixed income, FX and credit default swaps (CDS).
LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.Employer Description:LSEG is a leading global financial markets infrastructure and data provider. Our purpose is driving financial stability, empowering economies and enabling customers to create sustainable growth.
Our purpose is the foundation on which our culture is built. Our values of Integrity, Partnership, Excellence and Change underpin our purpose and set the standard for everything we do, every day. They go to the heart of who we are and guide our decision making and everyday actions.
Working with us means that you will be part of a dynamic organisation of 25,000 people across 65 countries. However, we will value your individuality and enable you to bring your true self to work so you can help enrich our diverse workforce. You will be part of a collaborative and creative culture where we encourage new ideas and are committed to sustainability across our global business. You will experience the critical role we have in helping to re-engineer the financial ecosystem to support and drive sustainable economic growth. Together, we are aiming to achieve this growth by accelerating the just transition to net zero, enabling growth of the green economy and creating inclusive economic opportunity.
LSEG offers a range of tailored benefits and support, including healthcare, retirement planning, paid volunteering days and wellbeing initiatives.
We are proud to be an equal opportunities employer. This means that we do not discriminate on the basis of anyone’s race, religion, colour, national origin, gender, sexual orientation, gender identity, gender expression, age, marital status, veteran status, pregnancy or disability, or any other basis protected under applicable law. Conforming with applicable law, we can reasonably accommodate applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Analytical skills,Logical,Team working....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:The successful candidate will be required to attend weekday courses, once a week, at First Intuition Chelmsford, Southend or Colchester to study towards their AAT Level 4 qualification as well as mentoring towards the Level 4 knowledge, skills, and behaviours.Training Outcome:
Possible progression to a higher level apprenticeship upon successful completion of the level 4 apprenticeship.
Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Team working....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:The successful candidate will be required to attend weekday courses, once a week, at First Intuition Chelmsford, Southend or Colchester to study towards their AAT Level 4 qualification as well as mentoring towards the Level 4 knowledge, skills, and behaviours.Training Outcome:Possible progression to a higher-level apprenticeship upon successful completion of the level 4 apprenticeship. Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Team working....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:The successful candidate will be required to attend weekday courses, once a week, at First Intuition Chelmsford, Southend or Colchester to study towards their AAT Level 4 qualification as well as mentoring towards the Level 4 knowledge, skills, and behaviours.Training Outcome:Possible progression to a higher-level apprenticeship upon successful completion of the level 4 apprenticeship. Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Team working....Read more...
Assisting with financial and management accounts preparation for Sole Traders, Partnerships and Limited Companies
Assisting with managing client expectations and deadlines
Assisting with the preparation of personal and business tax returns
Carrying out bookkeeping activities including journal postings and ledger reconciliations
Processing client records accurately using Xero, QuickBooks and other accountancy software
Preparation of VAT returns and management accounts
Supporting the team to meet deadlines as required
Training:The successful candidate will be required to attend weekday courses, once a week, at First Intuition Chelmsford, Southend or Colchester to study towards their AAT Level 4 qualification as well as mentoring towards the Level 4 knowledge, skills, and behaviours.Training Outcome:
Possible progression to a higher level apprenticeship upon successful completion of the level 4 apprenticeship.
Employer Description:Affinia is a leading, UK Top 50 Accountancy firm. Through successful acquisitions and organic growth, the firm has seen significant development within the last 18 months. Last October we launched our new brand ‘Affinia’ which saw the coming together of six other likeminded firms across the East & South East of England to form a combined challenger accounting, tax and business advisory firm.
With a combined heritage spanning over 300 years, we have more than 400 accountancy professionals based in Stratford, Colchester, Chelmsford, Ipswich, Halstead, Harlow, Orpington, Sidcup and Sutton. We advise businesses, government and public sector organisations and individuals in the UK and internationally across seven principal practice
groups: Accountancy & Advisory, Tax and Planning, Audit Services, Corporate Finance, Digital Solutions, Payroll and Financial Planning.
We have invested continuously in technology and gained in-depth knowledge across a broad range of markets, growing through acquisitions and private investment. We offer an exceptional service to our clients, with access to our sector experts to develop the strategy that will help them reach their goals. We keep a finger on the industry pulse, so our clients receive the best short to medium and long-term advice.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Team working....Read more...
A long-established firm in Retford has an opening for an experienced Commercial Property Fee Earner to join its growing department. The client is a well-known firm in the area and has strong connections to the local community, meaning you will be working closely with a varied client base. The firm is looking for a Chartered Legal Executive with at least 4 years’ experience within Commercial Property.
You will be managing the buying and selling of Commercial Property and your caseload will consist of commercial refinancing, land development, commercial leases and tenancies, and adverse possession. Plus, other parts of the property process such as drafting contracts, deeds, transfers, statements, and bills.
You will be expected to maintain strong lines of communication with clients and financial parties to ensure a smooth process, and you will uphold the businesses reputation, and encourage business growth by recommending other services in other departments.
The successful candidate will hold a Chartered Legal Executive qualification and have a minimum of 4 years Commercial Property experience. You will have a passion for Commercial Property and enjoy working closely with clients and offering an efficient service.
If you are interested in this Commercial Property Fee Earner role in Retford, then please get in touch with Jack Scarlott on 0113 467 9782 to find out more information or if you’ve a CV to hand please submit this for review.....Read more...
Job Description:
We are working on an excellent opportunity for an Audit Analyst/Advisor to join the team at a leading accountancy firm on a permanent basis. In this role you will assist in the delivery of audit and accounting services. This role is based in Glasgow.
Skills/Experience:
Experience working in an audit role
A professional accountancy qualification – ACCA/ICAS or equivalent
Newly qualified or part qualified considered
Strong written and verbal communication skills
Excellent attention to detail
Experience in Xero/Sage/Quickbooks is desirable
Team player who deals effectively with colleagues and clients
Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
Strong organisational skills
Core Responsibilities:
Assisting the senior management team to deliver audit and accounting services.
Responsible for the planning implementation and completion of a variety of audit clients and will be required to support other members of the audit team.
Visiting client sites to oversee the Audit including supporting junior team members and being responsible for complex file areas.
Plan and complete audit assignments and ensure that all audits have the appropriate and sufficient documentation to support the opinion and to document all conclusions reached
Preparation of statutory financial statements from client data.
Assist with the development of more junior members within the team.
Manage and develop client relationships.
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: 15982
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...
Holt Executive is delighted to be partnered with a global leader within the Aeronautical Connectivity space to support a critical Senior Manager, Repair Operations - Aviation hire.
The Senior Manager, Repair Operations will be responsible and lead the EMEA repair operations which includes setting strategic operational plans, reporting financial and operational monthly performance metrics and ensuring compliance with all laws and regulations.
Key Responsibilities for the Senior Manager, Repair Operations Aviation:
Repair Operations - 40%
- Manage all Repair Shop activities in accordance with multiple agency regulations.
- Maintains good customer relationship with airline customers based in the region.
- Develop performance requirements among team to consistently work toward enhancing PACs reputation among customers and suppliers.
- Ensure compliance of customer contractual commitments.
- Ensure the Repair Shop have the appropriate resources to perform at the standards and practices specified in the company Maintenance Operation Exposition (MOE).
- Responsible for ensuring MOE is up to date and reflects services provided.
- Oversee third party Vendor organizations to ensure service agreements are being met.
- Ensure Repair shop facilities are compliant with all relevant Health and safety requirements.
- Work with all regulatory agencies and their representatives to ensure local compliance.
- Ensures any Audit findings are resolved with agreed timeframe.
Leadership - 60%
- Manage, guide, and mentor the performance of Shop Managers and Supervisors.
- Hire, train, supervise, and appraise direct reports.
- Lead managers and supervisors to implement department objectives.
- Organize and implement department objectives.
- Manage the budget and expenses assigned to the repair shop.
Key Experience required for the Snr Manager, Repair Operations Aviation:
- Bachelors Degree or equivalent internationally recognized university qualification or 12 years of related work experience in aviation.
- 8+ years experience in an aviation organization, minimum of 3 years of managerial experience.
- Involved in developing, modifying and executing company policies that affect immediate operations and may also have company-wide effect.
- Excellent Working knowledge of global civil aviation regulations and requirements.
- In-depth knowledge of Airworthiness regulations.
- Ability to coach managers and develop high-performing teams.
- Solid understanding of financial controls and budgets.
- Ability to understanding and oversee service deliveries to= customers within the assigned area, meeting contractual commitments in an efficient and cost-effective manner.
OTHER REQUIREMENTS
- Role is fully onsite.
- Pass extensive security and background checks.....Read more...
You will project a professional image in-person and through phone and email interaction and provide bookkeeping services to a variety of clients. The role requires a dynamic, organised individual.
Your responsibilities?will include:
Liaising with clients by email and telephone
Bookkeeping
Monitor clients' VAT filing deadlines, preparing and filing of VAT returns on a monthly or quarterly basis
Training:Advanced Diploma - AAT Level 3 Advanced builds on the knowledge gained in the Foundation level. If you work in accounts or have studied accountancy before, you may be able to start at this level. You’ll learn complex accounting techniques, and master a number of accounting disciplines including financial processes, advanced bookkeeping, final accounts and ethical practices for accountants. This level will encourage you to master more complex accounting principles in both Bookkeeping and Management Accounting. You’ll develop the technical skills to start, or progress, your career in accountancy and this will allow you to continue with your studies onto Level 4. To pass this level you’ll need to study five units (also known as subjects), which are all mandatory. Four of the units are examined individually and there is also a synoptic assessment that you’ll take towards the end of the level, which incorporates the final two units as well as drawing on all of the other units.Training Outcome:Full study support, ongoing CPD, opportunities for promotion to be an Accountant.Employer Description:RA Accountants LLP are an audit, taxation and advisory service for owner-managed businesses. We are specialists within the Healthcare and Franchise sector, supporting dentists, pharmacists, veterinarians in addition for franchise businesses such as Subway, Pizza Hut etc. We encourage our people to master their domain and pursue world leading professional qualifications for accounting, tax, Audit or financial advisory.Working Hours :Monday - Friday. Shifts tbc.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Key duties and responsibilities:
Support the day-to-day business operations within the Practice;
Implement, operate and maintain effective systems, processes and procedures which enable Partner/advisor to optimise client meetings;
Manage the Partner’s diary and client appointments;
Support the Partner in tracking compliance, regulatory and legislative requirements;
Prepare information and valuations for client reviews;
Maintain accurate and up-to-date client information and ensure that this is held on the client management system;
Liaise with clients and third parties in relation to the Partner’s Practice and act as the first point of contact for client administrative queries;
Ensure office stationery/equipment is of sufficient quality, quantity and up to date;
Business Processing:
Support the Partner to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards;
Oversee and manage the submission of all client applications/advice sets in support of the Partner;
Support the Partner to ensure all relevant information required for writing the client report is available;
Process new business illustrations, applications and fund switches;
Maintain accurate and up-to-date client information;
Support the Partner in establishing and maintaining effective relationships with business assurance/management;
Liaise with Head Office and admin centres as required.
Work within and stay up to date with template changes and advice notes;
Ensure that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally;
Practice Development
Support the Partner with and contribute to all relevant projects;
Support the Partner in gaining new prospects and clients;
Support the Partner to achieve Practice goals and objectives;
Support the Partner to develop client relationships and referrals, service existing clients and assist in building new relationships, incorporation with client entertainment events and a first-class client servicing strategy;
Attend forums and workshops as appropriate.
Team responsibilities
Project a professional image in both appearance and attitude and provide quality support on time to agreed standards;
Attend and contribute to regular update meetings with the Partner;
Maintain technical competence at an appropriate level to meet the requirements of the roleMaintain a good working relationship with
colleagues, clients and third parties and share best practice and training
Marketing
Support the distribution of marketing material to clients and prospects;
Support the Partner with the end to end management of client events;
Maintain and update client and prospect information;
Maintain and update client service questionnaires.
Training:
Business Administrator Level 3 Apprenticeship Standard
Maths and/or English Functional Skills if required
Online workshops, once a month, delivered through EKC Group
Training Outcome:
Possible Permanent position at the end.
Employer Description:About us
Fed up with poor interest rates and taxation? Lack of trust or service with banks or other providers? Don’t have time or the inclination to manage your finances? Wondering where to turn?
Look no further. The financial environment is fast changing and can be complex. Howard Financial Planning is committed to ongoing face to face advice and support. Based on core values of excellence of service and above-all, integrity, we will provide you with the wealth management and other financial planning solutions that you need now and in the future. We work closely with all clients, building relationships based on trust and having an in-depth understanding of personal finances.
With guaranteed advice and the “Best of Breed” investment approach at St. James's Place, we are able to offer solutions in all aspects of financial planning including:
Building and Preserving Capital
Investing for Income
Managing Cash and Borrowings
Mortgages
Personal Protection
Retirement Planning/Pensions
Inheritance Tax Planning
Trusts*
We offer you a no obligation comprehensive financial review. With the quality and breadth of products and services available through St. James's Place, we can help you take control of your finances now and in the future as needs or circumstances may change.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The Value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up you may get back less than you invested. Equities do not have the security of capital which is characteristic of a deposit with a bank or building society.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
*Trusts and some areas of Inheritance Tax Planning are not regulated by the Financial Conduct Authority.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Logical,Initiative....Read more...
