Daily processing of cashbook transactions into Sage 200
Accurate allocation of payments and receipts
Daily bank reconciliations
Scanning and distribution of post
Invoicing customers
Support with the Sales Ledger and Purchase Ledger activities
Assisting with a variety of queries and resolving ledger discrepancies
General accounts duties
Support and contribute to weekly team meetings
Personal 121 coaching with experienced accounts coach every 6 weeks via MS Teams
Access to your own personal Academy online learning portal
Training:
To accommodate regular office days at our Alderley Edge hub, the successful candidate should be based in or around Cheshire or Greater Manchester
Personal 121 coaching with experienced accounts coach every 6 weeks via MS Teams
Access to your own personal Academy online learning portal
Graded certificate in the Level 2 Accounts Apprenticeship
Level 2 AAT Certificate in Accounting
Training Outcome:
At Chess, we’re committed to supporting the growth and development of our apprentices and actively encourage internal progression. Our aim is to offer continued employment upon successful completion of the apprenticeship and end‑point assessment, subject to business needs. Ideally, we hope the successful apprentice will progress further within our Finance team, but we’re also open to discussing opportunities across other areas of the business such as Data or Business Intelligence for those interested in developing cross‑functional skills
Employer Description:Chess is one of the UK’s leading independent and trusted technology service providers, employing more than 280 skilled people across the UK, supporting over 18,000 organisations.We’re passionate about our unique team spirit and we own our vision, culture, and values. Every day, we encourage, motivate, and support each other to maintain a friendly positive atmosphere where everyone feels valued and cared for.Working Hours :Monday to Friday , between the hours of 9.00am and 5.30pm. The working hours includes your study sessions with your tutor.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Core Responsibilities:
Providing first line administration support in general office tasks including answering telephones and emails, incoming and outgoing post, printing, photocopying, filing, and monitoring stationery supplies
Providing travel and accommodation booking details
Providing administrative support to the operations team
Assisting with communication channels
Adhering to regulatory and internal quality assurance requirements
Assisting with the weekly certificate run ensuring postal tracking and recording procedures are adhered to
Providing reports and data analysis as and when required
Ensuring the office environment is maintained to a sufficient standard
Supporting other functions of officer role to cover absences of other such members of team
Maintaining excellent working relationships across the business
Additional duties:
Collating receipts and approval for credit card expenditure
Providing first line support for the expenses system and dealing with associated queries
Communicating any system amendments for updating on the accounting system
General finance administration tasks including filing and scanning of financial documents, obtaining approval of documents, and providing email support for finance queries
Supporting the Apprenticeship Assessment team with day-to-day operational activities
Supporting the Quality Assurance and Compliance team in accordance with regulatory practices and requirements
Training:Business Administrator Level 3.
You will attend Leeds City College (Printworks campus) as well as online sessions twice per month. Training Outcome:Permanent role with the company upon successful completion of the apprenticeship.Employer Description:FDQ Ltd is a recognised Awarding Organisation in England, Wales, and N. Ireland with powers to design, develop and award qualifications. It also provides endorsed programmes and works widely with employers, learning providers and learners to ensure that all products are fit-for-purpose. FDQ is also an approved Apprenticeship Assessment Organisation (EPAO) and delivers examination related quality assured services to apprentices across the food and drink network.Working Hours :Monday - Friday hours between 8.30am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Creative,Initiative,Patience....Read more...
Main Responsibilities:
Effectively photocopying and scanning documents as and when required
Effectively file documents electronically in a timely manner
Liaise with colleagues and clients, when appropriate, providing clear and helpful communication
Provide all relevant information to all teams efficiently and effectively
Demonstrate proficiency with Microsoft Office applications and other relevant software
Assist with managing post requirements as part of a rota system, to include scanning all post to relevant electronic files
Assist with reception coverage as part of a rota system as and when this is required. This will include assisting with reception cover at the Northampton office on an ad hoc basis
Assist with ad hoc accounting and billing tasks ensuring accuracy and timely processing
Prepare documents as requested ensuring accuracy in line with the firm’s standardisation policy
Ensure all records are meticulously maintained and up to date
Assist with managing telephone calls professionally and directing enquiries as appropriate
Company Benefits:
24 days holiday
3% Employer Pension Contribution
BUPA Private Health
Employee Assistance Programme
Income Protection Scheme
Death in Service
Perkbox / Benefits Hub
Training:
Business Administration Level 3 apprenticeship standard with Legal Pathway
Training Outcome:
Future progression to a Legal Secretary role
Employer Description:Joining EMW you will be surrounded by likeminded people, who are passionate about providing great service to our clients. You will have a great opportunity to make a valuable contribution, take ownership of your work, and be exposed to a wide variety of legal matters and expertise. As part of our team, we believe you will be part of something special. We are striving to create a working environment where everyone reaches their full potential, where our teams are flexible, friendly, and inclusive with a clear focus on growth and success.Working Hours :Monday - Friday, from 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
Are you a part-qualified accountant, looking for a varied, hands-on role, working closely with the Managing Director to support business growth? £35,000 basic salaryMonday – Friday, 8.00am – 5.00pmOffice based (Aldridge)25 days holiday (plus bank holidays)About the roleB&D Plastics, a specialist distributor of industrial plastic pipework systems, valves and flow control products, is looking for an Assistant Accountant to join our growing team.This is a key finance role, overseeing all financial operations, providing accurate financial reporting, strong controls, and valuable analytical insight to support the performance of both B&D Group and our parent company, Flowmax Group.What you’ll be doing
Producing accurate monthly management accounts and KPI reporting to set deadlines.Providing commentary and insight to support leadership decision‑making.Supporting the annual budgeting cycle and yearly external audit process.Ensuring compliance with statutory requirements (e.g., VAT, PAYE, HMRC submissions).Completing monthly balance sheet and bank reconciliations.Supporting payroll processing with external providers.Supervising accounting activities across both sites.Providing cover for accounts payable/receivable and bank payment processing.Reviewing credit card expenses and prepare dividend documentation.Analysing margins, operating costs, and profitability to support strategic decisions.Providing cashflow forecasting and working capital analysis.
What you’ll bring
Part‑qualified accountant (ACCA, CIMA or ACA)Proven experience of balance sheet reconciliations, cash flow management, management accounts, payroll and VAT returnsStrong communication skillsExcellent accuracy and attention to detailGood time management and prioritisation skillsIntermediate Excel skillsConfidence working both independently and with senior leadershipExperience working within a group reporting environment preferable
If you're ready for your next step and want a hands‑on role with real impact on business performance, we’d love to hear from you. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Roles and responsibilities:
Assist with daily cash management activities, including monitoring bank balances and cash positions
Help maintain accurate records of cash movements, payments, and receipts
Process and reconcile bank transactions across multiple accounts
Set up daily and weekly payment runs for suppliers
Support month‑end and year‑end processes, including journal preparation and balance sheet reconciliations
Help maintain accurate financial records in line with company policies and audit requirements
Contribute to the preparation of management reports and financial analysis
Ensure all treasury and finance activities comply with internal controls and financial procedures
Support audit requests and documentation gathering
Maintain confidentiality and adhere to data protection standards
Develop a strong understanding of financial systems, treasury processes, and business operations
Training:
BPP will deliver this apprenticeship online within your working week
You will have a dedicated assessor who will provide guidance and monitor progress throughout
You will have access to an online portfolio to allow you to monitor your progress and log work completed
Level 3 Assistant Accountant Apprenticeship standard
Functional Skills in Maths, English and ICT (unless exempt)
Training Outcome:This is a 18-month apprenticeship with the potential for further progression onto Professional Accounting Technician Level 4 and then employment opportunities for the right candidate.Employer Description:An apprenticeship with VPI is a great opportunity to put both theory & practical learning into practise. We are one of the largest energy producers in the UK with five operational Combined Cycle Gas Turbine (CCGT) sites totalling a fleet capacity of 3,119 megawatts. This is an apprenticeship where you will have the opportunity to make a tangible difference. Not only will you learn valuable skills as you start out on your career, but you will also be doing so in one of our CCGT sites that provides invaluable power and stability to the national grid.Working Hours :Monday to Thursday, 8.00am - 4.00pm. Friday, 8.00am - 3.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness,Enthusiastic....Read more...
As an apprentice, you will develop the Knowledge, Skills, and Behaviours (KSBs) outlined in the apprenticeship standard. These will be assessed during your End Point Assessment (EPA), where you will demonstrate the competencies and skills you’ve gained throughout the programme.
The scope of our finance team is considerable – from providing cross-functional business partnering to our operational colleagues, to supporting the delivery of commercial projects, delivering financial analysis and insights, and driving budgeting, forecasting, profit planning, strategy and investment appraisals. Along the way, we constantly harness ongoing improvements in data analytics to bring timely insights to live projects and influence the decisions taken today that will shape JLR tomorrow.
During your apprenticeship, you will take on diverse roles within different areas of finance: business partnering, management information & analytics, global financial shared services and group finance (including treasury, tax, accounting & compliance). Being responsible for core financial activities will provide you with a thorough grounding in accountancy fundamentals to support your examination success.
The programme will provide you with a broad range of experiences through on-the-job learning and mentoring by senior finance leaders and past graduates. This will enable you to gain technical finance knowledge (CIMA or ACCA level) whilst learning all about process improvement and optimisation. We want you to bring a fresh perspective to everything we do and will give you a unique opportunity to recommend changes and enhance the way we work.Training Outcome:Finance. Employer Description:LIVE THE EXCEPTIONAL WITH SOUL We are the proud creators. The curious minds. Inspired to create unique vehicles, to realise our vision of modern luxury. We work as one. Shaping the future. Motivated by a love for our customer. United by a deep admiration for each other. Our sense of integrity and our spirit of excellent empowers us. Our ambition to grow. Our passion to chart new landscapes of innovation, encourages us to dream. It’s what drives us. To be visionaries. To be creators.Working Hours :Hybrid working is potentially available, depending on the area and manager. JLR is a multi-site business, and you’ll be required to spend time working with different departments at several locations.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
Job Title: Finance Officer Location: Redhill, Surrey (office-based role) Salary: £27-30k, based on experience Job Type: Full-time / Permanent Working Hours: Working hours 37.5 per week Monday to FridayWe are looking for a reliable and detail‑focused Finance Officer to join our on‑site finance team in Redhill. This is a hands‑on role, ideal for someone who enjoys working collaboratively with colleagues, and taking ownership of day‑to‑day finance operations.This position is fully office‑based and suits someone who values routine, structure, and working as part of a close‑knit team environment.Why Join Us?
Competitive salary and benefits package.Access to a pension schemeAdditional holiday of 22 days p.a. + bank holidaysOpportunity to develop your finance experience within a supportive, on‑site teamHands‑on exposure to a broad range of finance activities
Key responsibilitiesYou will be responsible for supporting the smooth running of the finance function, including:Accounts Payable
Processing supplier invoices accurately and efficientlyPreparing and processing bank paymentsMaintaining supplier records and resolving queriesProcessing and reconciling employee expense claims in line with company policy
Accounts Receivable
Assisting with client invoicingMaintaining records of clients' invoice details and purchase order information
Month‑End Support
Maintaining the fixed asset register and calculating monthly depreciationPreparing and reviewing prepayments and accrualsProcessing intercompany transactions and reconciling balances
About you
You’ll be well suited to this role if you have:
At least 2 years’ experience in a finance or accounts roleExperience supporting month‑end processesConfidence using Excel for day‑to‑day finance tasksExperience with finance systems (Xero experience is preferred but not essential)Strong attention to detail and the ability to work to deadlines
Nice to have (but not essential):
Exposure to multi‑entity or intercompany accountingExperience in the energy sector
Please note that this role is 100% office‑based in Redhill. We may review applications and arrange interviews on a rolling basis, and the role may be offered before the advertised closing date. Early applications are encouraged.....Read more...
Job Title: Credit Controller Location: Woolpit, Suffolk Employment Type: Full-Time, 37 Hours a week Salary: £30,000-£35,000.00 depending on experience Start Date: ASAPAbout Us:Portico GB Ltd is dynamic and fast-growing sub-contracting business specialising in the supply and installation of PVC-U and aluminium windows, doors and curtain walling, wardrobe products and bathroom furniture to the new build housing sector. Working with national and regional house builders, we deliver quality, consistency, and reliability across every project.The Role:We are seeking an experienced Credit Controller with a strong background in the construction sector to join our growing finance team. This is an excellent opportunity for a detail-oriented and proactive individual who understands construction-specific processes including applications for payment, retentions, and final accounts.The successful candidate will play a key role in managing cash flow, reducing aged debt, and maintaining strong relationships with clients, subcontractors, and internal project teams.Key Responsibilities:
Managing the full credit control process within a construction environmentChasing outstanding payments in line with agreed termsReviewing and understanding applications for payment, valuations, variations, and payment noticesMonitoring and reconciling retentions, including retention release schedulesAssisting with reconciliation of final accountsResolving invoice queries efficiently by liaising with commercial and project teamsProducing aged debtor reports and providing regular updates to senior managementMaintaining accurate customer records and credit limitsSupporting month-end procedures and cash flow forecasting
What we’re looking For:
Proven experience as a Credit Controller within the construction industryStrong understanding of:Applications for PaymentRetentions and retention release processesFinal Accounts proceduresKnowledge of construction contracts and payment termsExcellent communication and negotiation skillsHigh level of accuracy and attention to detailStrong IT skills (Excel and accounting systems)Ability to work independently and meet deadlinesExperience with Sage200 would be advantageous
What We Offer:
Competitive salarySupportive and collaborative working environmentOpportunities for professional developmentPension schemePrivate Health CareSage Benefits....Read more...
We are looking for a detail-oriented and proactive Accounts Executive to join our client's busy and friendly finance team. This is an excellent opportunity for someone with accounts experience who enjoys working with numbers, building supplier relationships, and collaborating with operational teams.
With a hybrid working structure, you will enjoy the flexibility of working from home on Mondays and Tuesdays, with the rest of the week based in their North London office.
If you are organised, analytical, and looking for a role where you can make a real impact in a supportive team environment, we would love to hear from you.
What You’ll Be Doing
As Accounts Executive, you will play a key role in keeping our financial processes running smoothly. Your responsibilities will include:
Checking credit purchase invoices daily and resolving queries with the Operations Department and suppliers
Entering invoices into our Tourplan system ready for payment
Recording credit card payments processed by the Operations team
Processing prepayment invoices and staff expenses
Maintaining strong relationships with suppliers who provide credit facilities
Responding to supplier queries and regularly reviewing statements
Running a weekly credit control report in Excel and liaising with internal teams and agents regarding outstanding balances
Reviewing sales invoices weekly and confirming total booking values with the Operations Department
What We’re Looking For
Previous experience in an accounts, finance, or bookkeeping role
Strong Excel and data entry skills
Excellent attention to detail and accuracy
Good communication skills when dealing with suppliers and internal teams
Ability to manage multiple tasks and meet deadlines
Experience with financial systems or travel systems such as Tourplan is a plus, but not essential.
What's on Offer
Competitive salary £32,000 – £35,000 depending on experience
Hybrid working (2 days from home)
Supportive and collaborative team environment
Opportunity to grow your finance and accounting career
Apply Now
Submit your CV by applying online, or directly to michael@traveltraderecruitment.co.uk
....Read more...
Key Accountabilities:
Creating and maintaining customer profiles - Supporting signed documentation uploaded to Acumatica customer profile i.e. account forms, signed credit terms etc.
Sending of sales invoices to customers and securing payment dates
Raise ad hoc invoices as and when required
Dealing with customer invoicing queries to conclusion
Chase overdue accounts, escalating late payments
Update and reconcile the cashflow with the ADR adding new jobs into the report to ensure this keeps in line with the sales orders received
Produce and send the weekly scoreboard report to relevant parties
Close sales ledger, sending final figures to line manager for end of month trial balance/balance sheet reconciliations
Create new suppliers upon request - Supporting signed documentation uploaded to Acumatica supplier profile i.e. accounts forms, agreed credit terms etc.
Maintain the accounts inbox, input supplier invoices into the systems to be approved for pay
Training:Foundation covers the basic principles of accountancy and is your starting point if you’ve never studied accountancy before. You’ll learn the basic principles of accountancy, such as double-entry bookkeeping, costing and preparing financial statements, as well as how to use accountancy software. This level is ideal if you’re new to accountancy and finance, have previously worked in an accounts department, or are looking to change your career into Accountancy. To pass this level, you'll be examined on five units. All assessments are computer-based exams (CBE). The area you will cover include Bookkeeping transactions. Bookkeeping controls. Elements of costing. Using accounting software. Foundation Synoptic Assessment. Training will be provided either via classroom or remote sessions. An apprenticeship has to be relevant to the job you are undertaking, and you must dedicate 20% of their time towards it. Training Outcome:Internal finance department for further progressions and growth opportunities.Employer Description:Gilcrest manufacturing is a Bristol based specialist manufacturing business. We’re a friendly, supportive team that genuinely enjoys working together. The company really invests in people, with plenty of opportunities to learn new skills, take on responsibility, and grow in your role, which makes it a great place to build your career.Working Hours :Monday to Friday, working hours TBC.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...
Taking telephone messages from customers
Putting invoices onto our system
Liaising with suppliers
Arranging Couriers
Filing invoices and statements
As well as any other tasks that may arise throughout the day.Training:You will receive specific on the job training from the employer in your workplace at SD Hardware LTD.
Off the job training will be delivered using weekly classroom sessions delivered at Achievement Training city centres location or you will be work based and will be given time in the working week to study towards the theory element of the programme. You will be working towards:
Level 3 Business Administration Apprenticeship Standard
Apprentices without Level 2 English and maths (A*-C or 9-4 GSCE) will need to achieve this level before the end of their apprenticeship
You will develop knowledge and understanding of:
The organisation’s purpose, activities, aims
The organisation's structure and how your work benefits the organisation
The organisation's internal policies and key business policies relating to sector
How to apply a solutions-based approach to improve business processes and helping define procedures
Training Outcome:
Business administration offers a broad range of skills that can be applied to many different sectors and so you would be able to transfer into a wide variety of roles such as accounting, payroll and HR
With further training you could also specialise in an area like legal, financial or medical administration, or progress with training to become a supervisor or office manager
Alternatively, you could train to become a personal assistant, working directly under an individual or manager and earning up to £50,000 a year
Employer Description:As a driven and proactive company, SD Hardware prides itself on our high level of technical knowledge, impartial advice, and customer service.
While we’re here to serve the items you want for every project, it’s also our purpose to supply you with all the technical help, information, and advice you need too. Our enthusiastic and motivated staff work tirelessly to help you make the right choice and ensure every item you buy from us is bought with total confidence and trust.Working Hours :Monday - Thursday, 8.00am - 5.00pm. Friday, 8.00am - 4.30pm.Skills: Communication skills,Attention to detail,Customer care skills,Problem solving skills,Logical,Team working,Initiative....Read more...
Fugro have an exciting opportunity to join one of our key service lines, Marine Site Characterisation(MSC) Geotechnical team situated in the Southwest of the UK (Falmouth), in the financial role ofProject Controller.Ideally the role will be located in Falmouth.
In this vital role for Fugro, you’ll provide day to day financial administration and business analysis tothe MSC Business Line, project teams and support functions in accordance with accountingguidelines and project-specific requirements.
You’ll play a huge part in ensuring our projects run smoothly. You’ll have the chance to shape howthis team delivers and progresses, continuously improving ways of working.
In this role, you’ll be accountable for ensuring accurate information is delivered to all keystakeholders.
At Fugro, every role contributes to the success, safety, and growth of our business and our people. As Project Controller, you will play a key part in upholding these values through your commitment to data excellence.
Your role and responsibilities
Responsible for the timely delivery of Functional, Project and Business line results for monthlyreporting, including performance against forecasts.
Reviewing and challenging month end results, including revenue recognition, journals andaccruals.
Analysing financial and project data to identify leakages, trends and implement improvements.
Assist in developing accurate cost and project reporting across the Business Line.
Facilitate the preparation and monitoring of CAPEX applications.
Helping improve working capital and cash flow management.
Proactively advise Support functions, Business Line and other key stakeholders on financerelated topics and ad hoc projects.
Provide information pertinent to budget creation and assist Business Controller and ServiceLine Manager with Business Line forecasting and budgeting.
To develop and maintain a proactive approach to all financial duties and continuously improvedaily ways of work within area of responsibility.
What you will need to thrive in this role
Degree qualified in a relevant discipline OR equivalent vocational qualifications and experience.
An Accounting Qualification (ACCA/CIMA/ICAS) is preferred but not essential.
PC literate, particularly with strong working knowledge of Excel
Excellent communication and organisational skills
Exceptional attention to detail with well-developed analytical skills
Ability to prioritise workload to meet project and month end deadlines;
Self-motivated and possesses the ability to use own initiative to achieve defined goals;
Flexible and has an adaptable and proactive approach to work;
About Us
Who we are Do you want to join our Geo-data revolution? Fugro’s global reach and unique know-how will put the world at your fingertips. Our love of exploration and technical expertise help us to provide our clients with invaluable insights. We source and make sense of the most relevant Geo-data for their needs, so they can design, build and operate their assets more safely, sustainably and efficiently. But we’re always looking for new talent to take the next step with us. For bright minds who enjoy meaningful work and want to push our pioneering spirit further. For individuals who can take the initiative, but work well within a team.
What we offer
Fugro provides a positive work environment as well as projects that will satisfy the most curious minds. We also offer great opportunities to stretch and develop yourself. By giving you the freedom to grow faster, we think you’ll be able to do what you do best, better. Which should help us to find fresh ways to get to know the earth better. We encourage you to be yourself at Fugro. So bring your energy and enthusiasm, your keen eye and can-do attitude. But bring your questions and opinions too. Because to be the world’s leading Geo-data specialist, we need the strength in depth that comes from a diverse, driven team.
Our view on diversity, equity and inclusion
At Fugro, our people are our superpower. Their variety of viewpoints, experiences, knowledge and talents give us collective strength. Distinctive beliefs and diverse backgrounds are therefore welcome, but discrimination, harassment, inappropriate behaviour and unfair treatment are not. Everybody is to be well-supported and treated fairly. And everyone must be valued and have their voice heard. Crucially, we believe that getting this right brings a sense of belonging, of safety and acceptance, that makes us feel more connected to Fugro’s purpose ‘together we create a safe and liveable world’ – and to each other.
Benefits of joining our team
Extensive career & training opportunities both nationally and internationally.
Competitive salary
Contributory pension scheme
Flexible working hours and the potential to work 2 days a week from home in accordance with your manager and corporate policies
Private medical insurance
Health cash plan
Group life assurance
Group income protection
Electric car scheme
Cycle to work scheme
Discounted gym membership
Discounts platform
The Fugro Card (pre-paid virtual visa card, which earns cash back automatically when money is spent at any participating retailers)
Enhanced maternity and paternity pay
Long service awards
Fugro values awards
Employee referral bonus scheme
Disclaimer for recruitment agencies:
Fugro does not accept any unsolicited applications from recruitment agencies. Acquisition to Fugro Recruitment or any Fugro employee is not appreciatedApply for this ad Online!....Read more...
Job Description:
Core-Asset Consulting is working with a well-established wealth management firm to recruit a Client Administrator to join their team on a 12-month fixed-term contract in Leeds.
This is an excellent first step into financial services for someone looking to begin their career in a professional office environment. Full training and support will be provided.
Skills/Experience:
A Levels (or equivalent)
Previous administration experience is advantageous
Strong written and verbal communication skills
Proficiency in Microsoft Office, including Outlook, Excel, and Word
Excellent attention to detail
Core Responsibilities:
You will receive hands-on training in:
Maintaining and updating client records
Supporting account opening processes
Understanding financial services regulations
Working within a professional operations team
Managing tasks and deadlines using internal systems
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: 16393
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...
The main key tasks of the role are as follows:
Maintain Filing Systems
Data Entry
Answer the telephone and take messages as required
Undertake general office tasks e.g. photocopying, post in and outArrange meetings (book room, lunch etc.)
To prepare paperwork/budgets for meetings and take / produce minutes as required
Finance tasks:
Input data into Excel as required
Record and input staff travel/expenses sheets as required
Code and input invoices onto Sage / Xero (Purchase Ledger)Record payment methods and file paid invoices
Input sales information onto Sage / Xero and produce invoices (Sales Ledger)
Generate reports as required
Reconcile petty cash accounts for the organisation
Monitor utilities use for the organisation
Deal with first level enquires for finance related matters
Assist Business and Finance Manager and Finance Senior during Audit process
Assist Business and Finance Manager and Finance Senior in the review or implementation of policies and / or procedures as required
Training:
Assistant Accountant Standard- Level 3
AAT Level 3 Diploma in Accounting
On the job training to support job role
Off the job training (plus college attendance) to support qualification requirements
Employer to offer dedicated training time to support off-the-job training requirements
Functional Skills support- (maths/English)- if required
Training Outcome:
Upon successful completion of the Apprenticeship, the candidate will become a valued member of the team, with opportunities to progress and develop in the company
Employer Description:Colebrook was established in 1983 to offer housing and support to people moving out from Moorhaven and other long stay mental health institutions. We took our name from our first housing support project, which was based in Colebrook, Plympton.
Over the last 40 years , Colebrook has expanded and diversified to deliver a wide range of different services including:
- Community based support services
- A wide range of supported accommodation projects
- Work with Learning Disabilities and complex needs
- Well being Hub in St Budeaux and Barne Barton
- Plymouth Local Improvement Network (LINk) shaping health care and social care, now superseded by Healthwatch Plymouth
- A mental health user and carer network (PIPS) now superseded by Heads Count.
Many of these services form the basis of the work we do today.Working Hours :11.00am– 5.00pm Monday- Thursday & 10.30am- 4.30pm on a Friday so a total of 30 hours.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience....Read more...
MANAGEMENT ACCOUNTANTCANNOCK£45,000 to £50,000 + BONUS + BENEFITS + STUDY SUPPORTTHE COMPANY:We’re exclusively partnering with a highly successful business that is continuing to expand and as a result, they now seek a Management Accountant to join the team.As a Management Accountant, you’ll be providing support to the Financial Controller and overseeing the workflow from a large finance team to ensure key deadlines are met. You’ll be managing the end-to-end management accounts process for multiple entities, driving month end, in-depth analysis, VAT Returns and Support with Year End & Audit.This role would suit a forward thinking and highly driven individual who is able to add value but is also keen to grow and undertake new responsibilities.A great opportunity for an individual to evolve with the business, complete their studies and grow with the business.THE MANAGEMENT ACCOUNTANT ROLE:
Reporting to the Financial Controller and overseeing the workload of a large finance team to ensure key deadlines are met
Producing the monthly management accounts for multiple legal entities, including full commentary, MI Analysis, Variance Reporting and Producing the board pack.
Controlling & analysing business performance.
Prepare and post accounting journals, particularly at month end.
Month end close and P&L preparation.
Budget preparation & Forecasting
Variance analysis including commentary against budget and prior year.
Balance sheet control, reconciliations and analysis.
Processing payment runs.
Quarterly VAT returns.
Controlling the fixed asset register and posting depreciation.
Assist with year-end audit and statutory accounts preparation.
THE PERSON:
Must have experience within a Management Accountant role or similar, where you’ve had responsibilities for the month end process and running the full management accounts cycle
Ideally fully CIMA / ACCA Qualified, however, exceptional Part Qualified, Finalists and Qualified by Experience will be considered
Strong analytical and IT skills
Excellent working knowledge of Excel.
Superb attention to detail is key
Experience of Stock would be an advantage
Any experience with an ERP system and/or PowerBI would be an advantage
TO APPLY:Please send your CV for the Management Accountant position via the advert for immediate consideration.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Job Description:
Our client, a well-established and growing accountancy and business advisory firm, is seeking a newly qualified accountant to join their team. This role offers the opportunity to manage a varied SME client portfolio while supervising and developing junior team members.
Essential Skills/Experience:
1–2 years post-qualification experience (ACCA, ICAS or ICAEW) within professional practice.
Strong experience preparing sole trader and Limited Company accounts under FRS102 and FRS102 1A.
Proven ability to manage multiple deadlines and work within budget.
High attention to detail and accuracy.
Strong client-facing skills with a commitment to delivering high-quality service.
Excellent communication skills, both written and verbal.
Core Responsibilities:
Managing a small portfolio of SME clients and maintaining regular, proactive client contact.
Preparing statutory accounts for Limited Companies, LLPs, partnerships and sole traders.
Producing management accounts and drafting personal and corporation tax computations.
Reviewing work prepared by students and colleagues, providing constructive feedback and guidance.
Supporting the training and development of junior team members.
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: (16362)
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 well-established financial services organisation, is seeking a Manager to join their Business Operations function within Institutional Client Services. In this role you will be involved in delivering business change initiatives and supporting operational effectiveness across multiple business areas.
Essential Skills/Experience:
Relevant experience within the financial services sector, including exposure to fund and/or corporate structures.
Strong analytical and problem-solving capabilities with a solutions-focused mindset.
Excellent organisational skills, with the ability to manage competing priorities.
Strong written and verbal communication skills.
Core Responsibilities:
Supporting the delivery of key business transformation and change projects.
Gather, document and analyse business requirements through engagement with stakeholders.
Reviewing existing business processes and data to identify inefficiencies and recommend improvements.
Provide ongoing business support to operational teams as required.
Ensure adherence to internal policies, regulatory requirements, and risk and compliance procedures.
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: (16367)
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...
Accounts Assistant / BookkeeperSalary circa £28-30k FTE dependent on skills and experienceWetherby, LS22 (free parking) - office-basedFull/Part time hours considered, Permanent, 4-5 days per weekAbout usMoulds Accountants is a trusted accountancy and business advisory firm in Wetherby, supporting businesses since 1997. We provide expert advice for clients looking for accounts, bookkeeping, tax, payroll, and financial guidance to help clients improve cash flow and profitability.About the roleWe are looking for an Accounts Assistant to join our friendly and growing team. The role combines bookkeeping, some payroll, and accounts support with client interaction and practice administration. You will work closely with clients and colleagues to ensure accurate financial records and excellent client service.This is an ideal opportunity for someone with bookkeeping and/or payroll experience who is looking to develop their career in a supportive practice environment.Key responsibilities include:
Maintaining accurate bookkeeping records for a portfolio of clientsProcessing purchase and sales invoices, reconciliations, and journalsSupporting payroll workflows and handling client payroll queriesAssisting the accounts team by preparing information needed for year-end accounts and tax returnsMonitoring filing deadlines and ensuring accounts are filed on timeLiaising with clients to obtain financial information, chasing missing details where requiredDealing with client queries via phone, email, and in personHelping maintain internal trackers and workflows to support smooth practice operations
About you
Bookkeeping and payroll experience is essentialStudying towards AAT qualification (or qualified) preferredUse of cloud software including Xero and / or QuickBooks essentialPrevious experience in an accounts support role (practice or industry)Organised, proactive, and able to work to deadlinesExcellent attention to detail with strong numeracy skillsConfident communicator with strong written and verbal skillsProficient in Outlook, Excel, Word, and accounting software
What we offer
Competitive salary circa £28-30k FTE depending on experienceFlexibility with 4–5 days per week, full or part time consideredPrivate healthcare benefitsA collaborative and supportive team environmentFree parking at our Wetherby office
If you are looking to use your bookkeeping and accounts skills in a varied, client-facing role, we’d love to hear from you. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
You will work closely with our team to support day to day operations, contribute to ongoing projects, and develop valuable skills that will set you up for a successful career in your chosen field.
Duties and Responsibilities:
General Office Administration
Provide day-to-day administrative support across the business
Manage incoming calls, emails, and general enquiries
Assist with filing, document management, and maintaining accurate records
Support the smooth running of the office, including ordering supplies and organising schedules Accounts Support
Assist with basic bookkeeping tasks
Help process invoices, receipts, and purchase orders
Support credit control activities and maintain financial records
Work with the accounts team to ensure accurate data entry and compliance Marketing Support
Assist with creating and scheduling social media content
Help prepare marketing materials, newsletters, and promotional campaigns
Support website updates and content creation
Contribute ideas to marketing meetings and brand-building activities Sales Administration
Prepare quotes, proposals, and sales documentation
Maintain CRM records and update customer information
Support the sales team with follow-ups and customer communication
Assist with reporting, tracking leads, and monitoring sales activity
Training Outcome:This role offers excellent long-term development potential. As you grow within the business, you will have the opportunity to specialise in the area that best suits your interests and strengths, such as:
Marketing – social media, digital campaigns, content creation
Accounting/Finance – bookkeeping, accounts assistant roles, financial administration
Sales & Customer Service – sales coordination, account management
Operations & Administration – office management, project support
We are committed to supporting your career progression and helping you build a pathway that aligns with your goals.Employer Description:At Jansa IT we are committed to delivering excellence when dealing with all your IT needs. Business’s face various challenges in running a successful business. The certainty of success comes from working with an IT company whose experience and expertise will move your business forward.
The future of your business depends on how effectively you harness the power of technology. Jansa IT have been assisting customers develop their business for over 15 years, through IT and technology exploitation. We achieve this by identifying solutions, designing, implementing and managing your IT needs.Working Hours :8 hours per day.
Rota basis shift patterns: 08:30-16:30, 09:00-17:00, 09:30-17:30.
Salary - £7.55 Per Hour / £1,226.90 Per Month.
Rising to £8 per hour on 01/04/2026.Skills: Communication skills,Attention to detail,Organisation skills,Interpersonal skills,Willingness to learn,Take on new challenges,Positive attitude,Proactive approach to tasks,Word, Excel, Outlook....Read more...
Receive regular training as and when agreed in a training programme, to understand the general activities of the administration team and deliver administration services to the organisation
Provide general administrative activities to the organisation to include filing, data entry, scanning post to cloud document storage and distributing accordingly, typing and assisting in the management of communications and paperwork, managing diaries, assisting with travel arrangements/organisation, looking after visitors and assisting with general reception and telephone duties
Assisting other teams to meet their deadlines, by ensuring clients are chased to bring in relevant information in a timely manner
Maintain accurate records/documentation associated with your work
Immediately report problems/failures that may impact on the organisation and/or its clients/customers to Line Manager
Contribute towards the smooth running of the team
Interact and co-operate with all members of the organisation and its suppliers and clients/customers
Use of internal systems, including IRIS Accountancy Software, Xero Cloud Accounting and Xero Practice Management to maintain the client database and ensure accuracy
From time to time you may be expected to be part of special projects as are reasonably required of your job role
You are responsible for your allocated workload and must meet all targets as agreed with your Line Manager
You must contribute towards the smooth running of the organisation generally
Training:
Formal training is delivered at HWGTA, located Holmer Road, Hereford HR4 9SX
You will receive a training plan that is specific to your Business Admin qualification, with sessions that are delivered through a combination of face-to-face and remote
Additional training for functional skills in English and maths will be undertaken if needed
You will receive monthly visits from your assigned Learning and Development Specialist, who will set you work, monitor your development and wellbeing, and discuss training sessions
They will also prepare you for your End Point Assessment to gain your Business Admin Level 3 qualification
Training Outcome:
Many of our apprentices have stayed with the company for many years, progressing up through the levels and becoming department managers
Employer Description:An established accountancy firm which has been going for 80 years. We offer a variety of services to clients from all walks of life. We care about our clients and aim to deliver exceptional customer service. In order to do this, we work efficiently using software and forward-thinking ideas to bring accountancy into the modern world.Working Hours :37.5 hours a week, Monday to Friday, based around our core working hours of 10am to 4pm.
30 minutes unpaid lunch.Skills: Communication skills,IT skills,Number skills,Team working,Confident,Pro-active,Motivated,Positive....Read more...
Job Description:
Core-Asset is working with a leading financial services firm on a fantastic opportunity for an Insight Analyst to join the team based in Newcastle. In this role, you will work closely with stakeholders across the business by identifying areas to optimise data and create solutions.
Skills/Experience:
Experience with BI tools such as Power BI or Tableau
Proficiency using SQL
Experience in analysing complex datasets and translating them to identify opportunities to enhance processes within the business
Experience using a Microsoft ecosystem such as Microsoft Fabric
Confident working with stakeholders across the business to present solutions
Strong problem-solving skills and proactivity
Prior experience in an insights, analytics or strategic reporting role
Familiarity with a structured data environment and data governance frameworks. Experience of transformation programmes and cross-functional work is highly desirable
Bachelor’s degree (or equivalent) in a numerical subject
Core Responsibilities:
Use Power BI to create and develop interactive dashboards to support the overall business functions
Create and develop data by creating SQL queries
Work closely with stakeholders within the business to identify opportunities where data can drive better decisions and enhance reporting processes.
Translate business challenges into analytical insights presenting outcomes to colleagues
Conduct data profiling checks and validation to ensure reliability, accuracy and compliance with governance standards.
Assist in building reusable datasets and semantic layers to facilitate organisation-wide self-service analytics.
Record and maintain clear definitions for datasets and associated metadata.
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: 16286
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:
Core-Asset Consulting is working with a well-established and growing professional services firm to recruit an Audit Assistant Manager. In this role you will lead audit engagements from planning through to completion, support the development of junior team members, and build strong client relationships while delivering high-quality audit services.
Essential Skills/Experience:
ACCA / ICAS qualified (or equivalent)
Minimum of 3–4 years’ audit experience, including at least 1 year in a supervisory role
Proven experience managing and developing junior staff
Strong technical audit knowledge and IT capability
Excellent organisational and time-management skills
Confident communicator with a client-focused approach
Ability to work independently while contributing effectively within a team
Core Responsibilities:
Lead and manage audit engagements with minimal supervision
Plan, coordinate and deliver audits to agreed deadlines and budgets
Review the work of junior team members and provide constructive feedback
Liaise directly with clients to understand their business, industry and regulatory environment
Design and oversee audit testing, identifying control weaknesses and making practical recommendations
Draft and review audit completion reports
Prepare statutory accounts and draft corporation tax computations
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: (16360)
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 recruiting for a proactive and people-focused HR Generalist with a strong passion for Learning & Development (L&D) to join our client in Edinburgh.
This is a broad, hands-on role combining core HR generalist responsibilities with ownership of our learning strategy, employee development initiatives, and talent capability programs.
This will be hired on a fixed term contract basis until June 2027 initially.
Skills/Experience:
Proven experience in HR at Advisor level
Strong experience designing and delivering learning across face-to-face and digital platforms
Experience using HRIS and/or LMS platforms
CIPD qualification (Level 5 or above) is desirable
Confident communicator with strong stakeholder management skills
Core Responsibilities:
Support and deliver an L&D strategy aligned to business goals
Design and facilitate blended learning, including management development
Manage the LMS and ensure mandatory training compliance
Partner on onboarding, talent development, and succession planning
Measure learning impact and continuously improve programmes
Manage L&D budget and external providers
Provide day-to-day HR advice and support
Maintain HR policies and ensure legal compliance
Support HR projects and process 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: 16355
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:
Core-Asset Consulting is working with our client, a leading asset management firm, to recruit an experienced Business Analyst to support a key transformation programme focused on the business’ Attribution and Performance Reporting capability.
This will be an initial 9 month day rate contract working on a fully remote basis.
Essential Skills/Experience:
Proven experience working with Aladdin and FactSet platforms
Strong understanding of asset classes
Advanced proficiency in Microsoft Excel, SQL, and Snowflake (Power BI or similar tools advantageous)
Strong analytical and quantitative skills with excellent attention to detail
Excellent communication and stakeholder engagement skills
Ability to manage multiple priorities and work to tight deadlines in a fast-paced environment
Experience with additional financial data platforms or risk management tools would be advantageous
Core Responsibilities:
Conduct detailed requirements gathering to support the build-out of performance datasets across systems
Collaborate with cross-functional teams to enable new dataflows and support process improvements
Assist testing teams in developing robust procedures to assess large volumes of performance and attribution datasets
Support the implementation and delivery of Benchmark, IBOR, and NAV performance flows
Ensure the accuracy, consistency, and integrity of financial data across platforms and reporting outputs
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: 16390
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:
Core-Asset Consulting is working with a well-established wealth management firm to recruit a Client Administrator to join their Client & Front Office Operations team on a 12-month fixed-term contract in Leeds.
This is a pivotal administrative role supporting all aspects of client data and operational processes, ensuring accuracy, efficiency and adherence to regulatory standards.
Essential Skills/Experience:
A Levels (or equivalent)
Minimum of 1 year’s administrative experience
Strong written and verbal communication skills
Proficiency in Microsoft Office, including Outlook, Excel, Word and PowerPoint
Excellent organisational skills with exceptional attention to detail
High level of integrity, discretion and reliability
Proactive and team-oriented approach with a strong work ethic
Core Responsibilities:
Deliver comprehensive client administration support across the team
Create, maintain and manage client records and data with a high level of accuracy
Process account openings, change requests and payment reviews in line with documented procedures
Ensure all activities comply with relevant regulatory requirements, including Anti-Money Laundering and FSMA standards
Utilise internal systems to manage workflow and task tracking
Liaise with internal departments to support effective communication and operational efficiency
Contribute to the development and improvement of best practice procedures
Provide team cover during absences and support ad hoc project work as required
Maintain up-to-date knowledge of internal policies and procedures
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: (16393)
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...
