Business Support Administrator, Cirencester, Gloucestershire - £26,000 to £30,000Financial services firms live or die by the quality of their client documentation, compliance records and operational processes. This Business Support Administrator role in Cirencester puts you right at the heart of that — supporting advisers and brokers with the admin that makes their work possible.Company OverviewBased in Cirencester, Gloucestershire, this financial services organisation provides investment, wealth management and commercial finance services. The company has a strong local reputation and a growing national client base. As the team expands, the need for dedicated Business Support Administrator resource has become critical. The office culture is professional, collaborative and focused on delivering outstanding client outcomes.Job OverviewThe Business Support Administrator will provide direct administrative support to the advisory and broking teams. This is a step up from general office administration — the role involves handling client-sensitive documentation, processing applications, coordinating with third-party providers and ensuring that compliance records are accurate and up to date. A Business Support Administrator in this setting is a key enabler of client service delivery.Here's what you'll be doing:Processing client applications, onboarding paperwork and account documentationMaintaining accurate client records within the CRM and compliance systemsCoordinating with product providers, platforms and third-party administrators on behalf of advisersPreparing reports, presentations and client correspondence for meetings and reviewsSupporting compliance requirements by ensuring all documentation meets regulatory standardsManaging follow-up tasks and chasing outstanding actions from client meetingsHere are the skills you'll need:Experience as a Business Support Administrator, Paraplanner Assistant or Financial Services AdministratorComfortable working with client-sensitive data and understanding the importance of confidentialityStrong attention to detail, particularly when handling financial documentationProficiency in Microsoft Office and CRM systemsGood communication skills and the ability to liaise professionally with external providersFull UK driving licence (office-based in Cirencester)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £26,000 to £30,000 depending on experienceDirect pathway into paraplanning, compliance or client services rolesSupport for professional qualifications in financial servicesPension scheme and holiday entitlementStable, long-term career within a regulated and growing industryCirencester office with a welcoming team and professional environmentBusiness support roles in financial services are among the most secure and transferable in the United Kingdom. A Business Support Administrator position in Cirencester provides a genuine launchpad into the financial services industry, with clear progression routes and the opportunity to develop specialist knowledge in Gloucestershire's thriving finance sector.....Read more...
Events Manager, Cirencester, Gloucestershire - £35,000 to £45,000Client events in financial services are where relationships are built and deals begin. This Events Manager role in Cirencester gives you ownership of a programme of high-quality events that directly drive business growth and client loyalty.Company OverviewA respected financial services firm based in Cirencester, Gloucestershire, is looking for an Events Manager to elevate its events programme. The company serves private clients, corporate investors and high-net-worth individuals across the South West of England and nationally. Events are central to its client engagement strategy, and the business is ready to invest in someone who can take them to the next level.Job OverviewThe Events Manager will plan, coordinate and deliver a calendar of client-facing and corporate events throughout the year. From intimate client dinners and investment seminars to larger conferences and networking events, the Events Manager will handle everything from venue selection and budgeting to speaker coordination and post-event analysis. This is a role for someone who is as comfortable managing logistics as they are hosting a room.Here's what you'll be doing:Planning and delivering a full calendar of client events, seminars and networking functionsManaging event budgets, supplier contracts and venue negotiationsWorking with internal teams to align event themes with business development prioritiesCoordinating guest lists, invitations and RSVP management through the CRM systemOverseeing on-the-day event delivery including speaker management and client hostingMeasuring event success through attendance data, client feedback and pipeline contributionHere are the skills you'll need:Proven experience as an Events Manager, Events Coordinator or in a similar events-focused roleStrong project management skills with the ability to manage multiple events simultaneouslyExcellent interpersonal skills and confidence in client-facing situationsBudget management experience and strong commercial awarenessFamiliarity with CRM and event management platformsFull UK driving licence (office-based in Cirencester with regular travel to event venues)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £35,000 to £45,000 depending on experienceOpportunity to attend and host high-profile financial services events across the United KingdomAutonomy over the full events programme and creative directionPension scheme and competitive benefitsCareer development within a growing financial services organisationOffice based in Cirencester with access to stunning Cotswolds venuesEvents management within financial services is a highly valued skill set. For an Events Manager based in Cirencester, this role provides a unique opportunity to combine event delivery expertise with genuine business impact in one of Gloucestershire's most dynamic professional sectors.....Read more...
Job Description:
Core-Asset Consulting is working with a leading global asset management firm to recruit a Client Service Officer on an initial 12-month contract in Edinburgh.
This role sits within a client-focused team responsible for delivering a high-quality service experience to institutional and professional clients. You will act as a key point of coordination across internal teams, ensuring client requirements are met efficiently and to a high standard.
The position offers broad exposure to client relationship management, operational processes, and cross-functional collaboration. It is well suited to candidates with a proactive, solutions-driven mindset and a strong focus on client outcomes.
Essential Skills/Experience:
Experience in client services, ideally within asset management
Strong analytical and problem-solving skills with attention to detail
Excellent communication and interpersonal skills
Ability to manage multiple priorities in a fast-paced environment
Proficiency in digital tools used in client service delivery
A proactive approach with a strong commitment to delivering high-quality client outcomes
Core Responsibilities:
Build and maintain strong client relationships, managing expectations and delivering a high level of service
Act as a primary contact for client queries, ensuring timely and accurate responses
Coordinate across internal teams to deliver client outputs, including reporting, invoicing, and data provision
Manage client-driven operational requests and communicate progress to relevant stakeholders
Support regulatory, platform, and client-related projects
Identify and resolve service issues, including root cause analysis and implementation of long-term improvements
Take ownership of the overall client service experience, particularly in relation to implementation impacts
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: (16452)
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
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CLIENT ONBOARDING EXECUTIVE - LEGAL SERVICES FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTEGet Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Client Onboarding Executive to play a pivotal role in supporting clients at the start of their recoveries journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Client Onboarding Executive you will:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
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...
LEGAL SERVICES ADMINISTRATOR FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTE + COMMISSION + ANNUAL BONUS Get Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Client Onboarding Executive to play a pivotal role in supporting clients at the start of their recoveries journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Client Onboarding Executive you will:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
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...
FINANCIAL CLIENT EXECUTIVE FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000OTE + COMMISSION + ANNUAL BONUS
Get Recruited are proud to be partnering with a specialist financial services and legal consultancy as they continue to grow their client support team.
They are now looking to appoint a First Response Executive / Financial Client Executive to play a key role in supporting individuals affected by financial scams, investment disputes, and recovery cases.
This is an excellent opportunity for someone with strong communication skills and a professional, client-focused approach to join a business operating within a highly sensitive and fast-moving sector. Acting as the first point of contact for new enquiries, you’ll guide clients through the initial stages of the recovery process, providing reassurance, clarity, and confidence from the outset.
The successful candidate will be confident handling conversations with vulnerable clients, able to build trust quickly, and comfortable working within a regulated, target-driven environment. Previous experience within financial services, legal services, client onboarding, or customer-focused roles would be highly advantageous.
What you'll be doing:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
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...
ACCOUNT – SAAS, TECH, GTM LONDON - HYBRID UP TO £65,000 + 10% BONUS + EQUITY + FANTASTIC BENEFITS
THE OPPORTUNITY: Are you an experienced Account Manager looking for a new challenge in the tech space? Want to join a company who already have fantastic renewal rates? We’re working with a growing business in the SaaS space who also offer consultancy services. Due to their continued success, they are looking to expand their Client Development Team. They have an exciting opportunity for an Account Manager to join the team, but this roles a little different. Although you will have objectives, they look at business and team wide numbers, not individual KPIs or meetings. They work fluidly across teams to deliver meaningful work for clients and secure exceptional renewal rates. So if you’re looking for a role without the meaningless KPIs, or targets that reset every month but still want to earn a good chunk of change, progress your career and have equity options, this role is not to be missed!
THE ROLE:
From a project going live, taking over and acting as the main point of contact for clients
Handling day-to-day queries, building and maintaining strong relationships and maximising engagement
Monitor progress on deliverables and ensuring they are provided promptly
Gaining client feedback and usage data to be passed on to the product development team
Giving clients access to internal subject matter experts where needed
Working closely with the commercial and client services team to inform and deliver renewal strategy & leverage customer analytics and metrics
Identifying expansion opportunities for additional revenue and cross-functional working to maximise outcomes
THE PERSON:
Experience in an Account Manager, Client Manager, Client Success Manager, Onboarding Manager, Customer Success Manager or similar client facing role focused on existing clients and renewals
Track record working with a SaaS or Tech solution, ideally with consultative services
Experience within Insurance, Financial Services or similar industries is desirable but not essential
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...
Investment Broker, Cirencester, Gloucestershire - Competitive Salary + CommissionMarkets move fast, and clients need brokers they can trust to navigate them. This Investment Broker role in Cirencester offers the chance to build a book of high-net-worth clients and help them grow their wealth through considered, research-backed investment decisions.Company OverviewA Cirencester-based financial services firm with deep roots in the investment and wealth management space is looking for an Investment Broker to join its team. The business manages portfolios for private clients, business owners and family offices across Gloucestershire and the wider United Kingdom. The culture is knowledge-driven and client-focused, and the firm takes a long-term view on both client relationships and employee development.Job OverviewThe Investment Broker will advise clients on investment opportunities, build and maintain portfolios and execute trades in line with agreed strategies. This is a client-facing role that combines technical investment knowledge with relationship management. The Investment Broker will be expected to grow their own client base through referrals, networking and proactive outreach while maintaining the highest standards of compliance and suitability.Here's what you'll be doing:Meeting with private clients and business owners to understand their investment goals, risk appetite and time horizonsRecommending and implementing investment strategies across equities, funds, bonds and alternative assetsMonitoring portfolio performance and conducting regular client reviewsStaying across market movements, economic trends and regulatory changes that affect client portfoliosGrowing your client book through referrals, professional networks and direct outreachEnsuring all advice and transactions comply with FCA regulations and internal compliance frameworksHere are the skills you'll need:Experience as an Investment Broker, Stockbroker, Investment Manager or Discretionary Fund ManagerStrong knowledge of investment markets, asset classes and portfolio constructionLevel 4 diploma or above in investment advice (CISI or CFA qualifications preferred)Excellent relationship management skills and a professional, trustworthy mannerConfident in presenting investment ideas and market commentary to sophisticated clientsFull UK driving licence (office-based in Cirencester with travel for client meetings)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary range of £40,000 - £100,000 depending on experienceCompetitive base salary plus performance-related commissionAccess to comprehensive research, dealing platforms and back-office supportSupport for ongoing professional development and qualificationsPension scheme and benefits packageOpportunity to build a substantial long-term client bookCirencester office in the heart of Gloucestershire with a team of experienced investment professionalsInvestment broking remains one of the most intellectually stimulating and financially rewarding careers within the United Kingdom's financial services sector. For an Investment Broker in Cirencester, this role offers the infrastructure, the client base and the autonomy to build a distinguished career in one of Gloucestershire's most established financial services practices.....Read more...
CUSTOMER SERVICE ADMINISTRATOR - FINANCIAL / LEGAL SERVICES FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTEGet Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Customer Service Administrator to play a pivotal role in supporting clients at the start of their recovery journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Customer Services Administrator (Financial or Legal) you'll be:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within Financial Services Administrator, Legal Services Administrator, Client Account Administrator, Case Management Administrator, Client On boarding Administrator
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
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...
CUSTOMER SERVICE ADMINISTRATOR - FINANCIAL / LEGAL SERVICES FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTEGet Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Customer Service Administrator to play a pivotal role in supporting clients at the start of their recovery journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Customer Services Administrator (Financial or Legal) you'll be:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within Financial Services Administrator, Legal Services Administrator, Client Account Administrator, Case Management Administrator, Client On boarding Administrator
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
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...
Senior Building services Engineer Central London£53,000 to £55,000 + On Call 1 in 12 + Family Run + 28 Days Holiday + Monday to Friday + Static Position + Immediate StartThis is an excellent opportunity for an experienced Senior Building Services Engineer to join a fast-growing, family-run team that prides itself on being supportive, approachable, and genuinely invested in its people. Based at a prestigious single-site commercial building in Central London, you will take full ownership of day-to-day hard FM engineering operations, delivering a consistently high level of service to a valued, high-profile client. This is a role where you are genuinely trusted to run the site, uphold exceptional standards, and make a clear, visible difference.If you are looking for a company that truly values its Building Services Engineers, this is exactly that. You will operate with a high degree of autonomy, overseeing planned preventative maintenance and reactive works across a range of mechanical and electrical building services systems, while also acting as the primary technical liaison for the client.For someone seeking a better work life balance within a straightforward, non-corporate contractor that offers real support and actively encourages internal progression, this role presents a strong and rewarding next step.Your Role as a Senior Building services Engineer Will Include:
Conducting routine PPM, reactive and emergency maintenance across mechanical and electrical building services systems
Taking full responsibility for the day to day engineering operations across the site
Managing and coordinating subcontractors, ensuring all works are completed safely and efficiently
Maintaining accurate logbooks and ensuring full compliance across all systems and statutory requirements
Acting as the main point of contact for the client on all technical matters and service delivery
As a Senior Building services Engineer You Will Need To Have:
Proven experience as a Building Services Engineer within commercial environments
Experience managing a site independently and taking full ownership of performance
F Gas Qualified
Confident in client facing situations with excellent communication skills
Proactive, reliable, and able to manage expectations on a prestigious commercial site
Please apply or contact Liam Martindill on 02038137949 for immediate considerationThis vacancy is being advertised by Future Engineering Recruitment. The services of Future Engineering Recruitment are that of an Employment Agency.Please visit our website at futureengineer.co.uk to view other positions we are currently handling. Future Engineering Recruitment can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit or are pending an application to obtain this right or permit should not apply as your details will not be processed.We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted.Keywords: Building Services, Mechanical, Electrical, MEP, Project Engineer, Commissioning, Facilities Engineer, Maintenance, HVAC, BMS, Plumbing, Heating, Plant room, F Gas....Read more...
NATIONAL ACCOUNT MANAGER FULL TIME SALFORD, MANCHESTER UPTO £45,000 + GREAT BENEFITSGet Recruited are excited to be working with a well-established professional services business who are investing in their high energy and dynamic Salford office. Joining at a pivotal time, you'll be visiting already existing clients to demonstrate new products and to maintain relationships with the business.
Leading, introducing, and demonstrating new products to clients in person
Gather client feedback to support ongoing product development
Monitor industry trends and client needs
Work closely with sales, compliance, and marketing teams for updates on new products to demonstrate to clients
Managing a portfolio of national client accounts
Acting as the main point of contact for all clients
Identifying and delivering on opportunities for account growth within the existing client base
Upselling and cross selling addition services when needed
What We’re Looking For:
Must have a passion for building and maintaining client relationships, target driven, and enjoys visiting existing clients to generate growth
Confident communicating at all levels
Highly organised, proactive, and commercially aware with strong problem-solving skills.
Experience with finding and sourcing high quality opportunities
Proven experience in an SDR, BDR or similar outbound sales role within a B2B environment
Benefits:
Pension scheme
25 days holiday a year + Bank Holidays
Annual bonus
Christmas and Summer do’s
Event and award evenings
Close to transport links + Parking
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...
An independent building services consultancy has an immediate requirement for an ambitious junior/intermediate level electrical design engineer to join their growing building services design team in their St ALbans office who is looking to progress through to senior level to ensure the successful delivery of projects.You will be working across a variety of sectors, and work closely with colleagues of various disciplines to manage the delivery of technically-excellent, profitable projects for high profile public and private clients.You will develop new and nurture existing outstanding client relationships that maximise satisfaction and ensure repeat business, and will use your wealth of expertise and determination to manage, motivate and inspire less experienced engineers.You should be educated to a minimum of degree level in Electrical Engineering or Building Services Engineering and having gained experience in an Electrical Engineering role within a building services context (design and coordination of electrical distribution and power generation, lighting, security systems etc)You should be experienced in the use of relevant design software including Amtech and ideally, Dialux and have a portfolio of experience demonstrating your quality and client focused approach....Read more...
The successful candidate will be required to work 37.5 hours per week, working Monday - Friday, 9AM - 5PM. Temporary cover is required for approximately 2 months. Please note: this is a hybrid working role which involves supporting clients across the community and occasionally working from home.In this position, you will be required to:- Hold a caseload of 10-12 key clients and undertake regular key working sessions resulting in agreed action plans that are SMART and promote progression through the pathway- Lead on assessing eligibility and suitability of potential of new clients referred into the service- Conduct strengths-based Welcome Interviews with prospective clients using a range of specialist assessment and personalised support planning tools- Co-produce initial support, safety and move-on plans- Assess client risk and develop risk management strategies with the client, housing provider, and other services delivering mutual support- Assist clients in making successful claims for welfare benefits, including Housing Benefit / Universal Credit, Council Tax Support where necessary, and ensure that they are maximising their income- Accompany clients in person to assessments, viewings and sign ups with housing providers, and to accompany clients to other visits and other services where appropriate- Identify and assess current and underlying or unmet physical and mental health needs for prospective and new clients and support them to access and engage with health services to better manage their health and wellbeing- Be duty lead within a rota, including dealing with the referral inbox, phones, post, and all other duty enquiries- Arrange and Carry out Welcome case reviews, at times with other services, after a client has moved into a Clearing House tenancy- Work in partnership with other Departments and external community agencies in order that client needs are assessed and can be met- Take part in organising, facilitating and delivering activities, drop-in sessions or groups in response to identified client needs or as part of a project wide programme of group work- Support clients that are ready to move into work, education, or training by assisting them to access suitable courses or placements.Please note: this role involves lone workingTo apply for this role, you must have;- Experience and understanding of the range of approaches appropriate to working with Mental and Physical health & wellbeing, Current drug and / or alcohol use, Safeguarding and Risk Management / Safety planning, Social Inclusion, Financial Inclusion, Tenancy related support e.g. Managing Bills / Debts / Arrears, Anti-Social Behaviour- In-depth understanding of client needs assessment, onboarding processes, and move-on planning- Knowledge of, and willingness to learn, about common health issues & the barriers to health access that people experiencing homelessness may encounter- Knowledge of housing pathways and Move-on routes for people moving from housing with support to independence (hostels, Private Rented Sector, and social housing), and of access to alternative provision (e.g. Supported Housing pathways, emergency accommodation)- Ability to use a range of personalised assessment and support planning tool and approaches, including motivational interviewing, strengths based and trauma informed support interventions, to deliver best practice initial assessments and casework to clients- Ability to deliver successful move in and resettlement support to enable clients to settle into and manage their own tenancy- The ability to motivate people to move towards an appropriate level of independence and inclusion.- Ability to effectively liaise with a range of service providers and agencies in order to establish or improve services for clients.- Ability to be self-motivating and work under pressure, manage time effectively, prioritise tasks appropriately and produce work of a high standard.Please note: travel expenses can be claimed for this role....Read more...
Site based Technical Facilities Manager - Barrow in Furness - Global Facilities Management Organisation: Manufacturing CBW Staffing Solutions are pleased to be working with a leading Facilities Management provider in the search for a Technical Facilities Manager to oversee operations on a prestigious large-scale manufacturing site in Barrow-In-Furness. As Technical Facilities Manager, you will take full responsibility for the delivery of hard FM services across the site, ensuring all engineering, maintenance, compliance, and operational standards are achieved. You will lead a maintenance team, manage contractor performance, and maintain strong client relationships while driving service excellence. PackageCompetitive salary between £50,000 - £56,000 per annum (depending on experience)Core hours are Monday - Friday (40 hours per week)25 days annual leave plus bank holidaysCompany sick pay & private healthcare schemeGenerous 4% matched workplace pension schemeTraining, development & progression opportunitiesResponsibilitiesManaging the day-to-day delivery of hard services across the siteLeading and developing the on-site maintenance and engineering teamEnsuring planned preventative maintenance (PPM) and reactive works are completed effectivelyManaging statutory compliance and health & safety across all technical servicesMonitoring budgets, costs, and contractor performanceActing as the main point of contact for the client and maintaining strong stakeholder relationshipsDriving continuous improvement and operational efficiency across the contract RequirementsRelevant M&E qualifications (desirable)IOSH/NEBOSH or FM qualifications would be advantageousProven experience managing hard services within Facilities ManagementExperience leading maintenance or engineering teamsStrong knowledge of M&E systems and building servicesExcellent client facing and communication skillsExperience managing compliance, health & safety and service delivery KPIs Interested? Apply with a full and up to date CV or contact Aaron Rutter at CBW Staffing Solutions.....Read more...
Job Description:
Our client, a boutique investment management firm in Edinburgh, is seeking a Distribution Support & Client Relations Manager to support its investor relations and distribution activities.
This is an office-based broad, hands-on role offering exposure across client servicing, investor communications, and business development support. Working closely with investment managers, you will play a key role in maintaining high standards of client service and supporting the firm019;s engagement with institutional investors and intermediaries.
This is an excellent opportunity for someone to work very closely with the front office of a highly successful investment management firm. It is an exciting time to join the business as it expands into new markets.
Essential Skills/Experience:
Experience in investor relations, client services, or distribution support within asset management
Strong understanding of investment products, fund structures, and the regulatory environment
Proven experience preparing RFPs, DDQs, and client-facing materials
Excellent written and verbal communication skills, particularly for institutional audiences
High attention to detail with strong organisational and project management skills
Ability to manage multiple priorities and meet deadlines
Experience working with CRM systems, RFP tools, and investment data platforms
Collaborative approach with the ability to work effectively across teams and seniority levels
Core Responsibilities:
Act as a primary contact for client and intermediary queries, ensuring timely and accurate responses
Support the coordination of investor meetings, roadshows, and webinars, including preparation and follow-up
Assist with onboarding and ongoing servicing of institutional clients
Prepare and manage responses to RFPs, DDQs, and consultant requests
Maintain and develop a central repository of standard materials and responses
Manage the delivery of fund and firm data to third-party platforms and research providers
Support the production of client reporting materials, presentations, and communications
Assist with digital content, including website updates and external communications
Monitor market trends, competitor activity, and investor sentiment
Collaborate with internal teams to ensure consistency and efficiency across investor relations processes
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: (16417)
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...
NATIONAL ACCOUNT MANAGER FULL TIME SALFORD, MANCHESTER UPTO £45,000 + GREAT BENEFITSGet Recruited are excited to be working with a well-established professional services business who are investing in their high energy and dynamic Salford office. Ideally you will have experience as a Business Development Manager, Sales Manager, Account Manager or Field Sales Executive Joining at a pivotal time, you'll be visiting already existing clients to demonstrate new products and to maintain relationships with the business.
Leading, introducing, and demonstrating new products to clients in person
Gather client feedback to support ongoing product development
Monitor industry trends and client needs
Work closely with sales, compliance, and marketing teams for updates on new products to demonstrate to clients
Managing a portfolio of national client accounts
Acting as the main point of contact for all clients
Identifying and delivering on opportunities for account growth within the existing client base
Upselling and cross selling addition services when needed
What We’re Looking For:
Must have a passion for building and maintaining client relationships, target driven, and enjoys visiting existing clients to generate growth
Confident communicating at all levels
Highly organised, proactive, and commercially aware with strong problem-solving skills.
Experience with finding and sourcing high quality opportunities
Must have experience Business Development Manager, Sales Manager, Account Manager or Field Sales Executive
Proven experience in an SDR, BDR or similar outbound sales role within a B2B environment
Benefits:
Pension scheme
25 days holiday a year + Bank Holidays
Annual bonus + 1/4 commission
Christmas and Summer do’s
Event and award evenings
Close to transport links + Parking
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...
KEY ACCOUNT MANAGER FULL TIME SALFORD, MANCHESTER UPTO £45,000 + GREAT BENEFITSGet Recruited are excited to be working with a well-established professional services business who are investing in their high energy and dynamic Salford office. Ideally you will have experience as a Business Development Manager, Sales Manager, Account Manager or Field Sales Executive Joining at a pivotal time, you'll be visiting already existing clients to demonstrate new products and to maintain relationships with the business.
Leading, introducing, and demonstrating new products to clients in person
Gather client feedback to support ongoing product development
Monitor industry trends and client needs
Work closely with sales, compliance, and marketing teams for updates on new products to demonstrate to clients
Managing a portfolio of national client accounts
Acting as the main point of contact for all clients
Identifying and delivering on opportunities for account growth within the existing client base
Upselling and cross selling addition services when needed
What We’re Looking For:
Must have a passion for building and maintaining client relationships, target driven, and enjoys visiting existing clients to generate growth
Confident communicating at all levels
Highly organised, proactive, and commercially aware with strong problem-solving skills.
Experience with finding and sourcing high quality opportunities
Must have experience Business Development Manager, Sales Manager, Account Manager or Field Sales Executive
Proven experience in an SDR, BDR or similar outbound sales role within a B2B environment
Benefits:
Pension scheme
25 days holiday a year + Bank Holidays
Annual bonus + 1/4 commission
Christmas and Summer do’s
Event and award evenings
Close to transport links + Parking
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...
An established MEP contractor in North East London is looking for an Electrical Project Manager to take the reins on project delivery and play a central role in the company's next chapter. The mechanical and electrical contracting sector across London continues to see sustained demand, particularly within higher education and commercial environments where ageing building services infrastructure requires constant upgrade, maintenance, and replacement. For experienced electrical professionals who want more than just another PM role, this position offers something rare: the chance to step into a business where your work directly shapes operations, client relationships, and long-term growth. About the Company This respected MEP contracting firm has built a strong reputation delivering building services projects across London and the South East. Their client base is anchored in the higher education sector, with long-standing relationships across multiple London universities, alongside commercial and industrial work. The business is NICEIC-approved, holds a track record of quality delivery, and operates from offices in Woodford Green, North East London. As part of an ongoing leadership transition, the Directors are looking to strengthen the senior team with a capable project manager who can take genuine ownership of delivery and grow with the business over the coming years. The Role This Electrical Project Manager position in Woodford Green goes beyond standard project delivery. You will manage commercial and industrial electrical installation projects end to end, while also fulfilling the role of NICEIC Qualified Manager, responsible for liaising directly with the governing body during annual inspections and maintaining the company's accreditation standards. Day to day, the role is approximately 90% office-based with site visits for surveys, client meetings, and inspections as the projects demand. There is scope for occasional working from home. Critically, this is a position for a project manager who wants to step up and run with the opportunity, not someone looking for a quiet final posting before retirement. What the role involvesTaking full ownership of electrical installation projects from estimation and pre-construction through to delivery, commissioning, and handover across London and the South EastActing as the company's NICEIC Qualified Manager, ensuring all work meets the required standards and managing the annual inspection process with confidenceCollaborating with the Directors on MEP trades estimation, pre-construction planning, and contract review, identifying risks and suggesting modifications where necessaryManaging project teams and subcontractors through the full project lifecycle, from initial planning and scheduling through to practical completion and client sign-offDeveloping detailed project programmes for electrical and building services installation activities, coordinating with mechanical trades and wider project stakeholdersReviewing and approving materials, equipment, and technical submissions for electrical systems to ensure compliance with current regulations and client specificationsBuilding and maintaining strong client relationships, particularly within the higher education sector, to support repeat business and long-term partnershipsWhat you will needRecognised electrical qualifications such as City and Guilds, NVQ Level 3, BTEC Level 3, HNC, or equivalent, with a building services or electrical biasCurrent 18th Edition BS 7671 wiring regulations certification and the ability to act as NICEIC Qualified Manager, handling inspections and compliance requirementsProven experience managing electrical installation projects within commercial, industrial, or institutional environments, with education sector exposure being particularly valuableConfidence managing multiple subcontractors across small to medium-sized projects, with strong organisational and scheduling abilitiesCommercial awareness with experience contributing to estimation, contract review, and cost management on MEP projectsStrong digital skills and the ability to build lasting client relationships through clear communication and consistent deliveryThe ability to work with autonomy, make sound decisions under pressure, and take ownership of outcomes without requiring constant supervisionWork PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. What is on offer A competitive salary of £60,000 for a capable project manager ready to make an impact from day oneA genuine career progression pathway, with the potential to grow into a senior operational or general management role as part of the company's long-term leadership transitionAn office-based role in Woodford Green with flexibility for working from home and site visits across London and the South EastThe chance to work closely with the Directors and have real influence over how the business operates and growsA varied project portfolio spanning universities, commercial buildings, and institutional clients across the capitalA straightforward, no-nonsense working culture within a tight-knit team that values technical competence and getting the job done properlyWhy Building Services and MEP? The building services and MEP sector is one of the most secure and rewarding areas of UK construction. Regulatory tightening, net-zero targets, and the sheer volume of ageing electrical infrastructure across London's educational and commercial estate mean that qualified electrical professionals with project management capability are in sustained demand. For those working in Electrical Project Manager roles in London and the wider South East, salaries remain competitive and career mobility is strong. Professionals who combine genuine electrical knowledge with project leadership and client management skills will find themselves well positioned for years to come, particularly within specialist MEP contractors where their expertise is valued and their contribution is visible. This Electrical Project Manager opportunity in Woodford Green is presented by The OHUB UK, connecting ambitious professionals with career-defining roles across construction and building services.....Read more...
Take the next step in your accountancy career with an exciting Audit Manager opportunity at a respected London-based accountancy practice known for delivering high quality audit and advisory services to a diverse client base.Company OverviewThis established professional services firm has built a strong reputation for providing expert audit, accounting and business advisory support to businesses across multiple sectors. With a collaborative culture and a commitment to professional development, the company offers an excellent environment for an ambitious Audit Manager looking to grow their career within a supportive and forward thinking team.Job OverviewThis Audit Manager role is ideal for an experienced audit professional currently operating at Manager level or a strong Assistant Manager ready to progress. The successful Audit Manager will oversee a varied portfolio of clients, lead audit assignments from planning through to completion and work closely with senior leadership to deliver an exceptional client experience.Location: London, within walking distance of Liverpool Street Underground Station.Working Pattern: Office based during probation, then hybrid (3 to 5 days in office depending on work commitments)Salary: £60,000 to £75,000 depending on experienceBased in a highly accessible Central London location, this Audit Manager position offers office based working during probation followed by hybrid flexibility depending on client and business requirements.Here's what you'll be doing:Managing a portfolio of audit clients across a broad range of industriesLeading audits from planning through to completionReviewing audit work prepared by junior team membersBuilding strong client relationships and acting as a key point of contactSupporting, mentoring and developing junior members of the audit teamEnsuring audit assignments are completed efficiently and to a high standardCollaborating closely with Partners and senior leadership on client delivery and strategic projectsHere are the skills you'll need:Previous experience working as an Audit Manager or ready to progress into an Audit Manager roleStrong audit experience gained within an accountancy practice environmentACA or ACCA qualified preferredExcellent communication and client relationship management skillsStrong technical audit knowledge and attention to detailProven ability to manage multiple audit assignments and deadlines effectivelyA proactive and collaborative approach to team leadershipWork PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary of £60,000 to £75,000 depending on experienceHybrid working available after probationClear progression and career development opportunitiesSupportive and professional working environmentExposure to a varied and interesting client portfolioOpportunity to make a meaningful impact within a growing businessA career as an Audit Manager offers long term progression opportunities within the professional services sector, alongside exposure to a wide variety of industries and business challenges. Audit professionals continue to be in strong demand across the UK, making this an excellent time to advance your career within a respected accountancy practice environment.....Read more...
Simple Insurance Solutions is an established Manchester-based brokerage providing tailored commercial insurance to businesses across the UK.
We are seeking a professional and motivated Commercial Insurance Broker to join our team. This is a varied role combining new business development, client servicing, and claims support. Key Responsibilities You will manage your own portfolio of commercial clients, advising on suitable cover, placing business with insurers, and supporting clients throughout the policy lifecycle.
Develop and secure new commercial insurance business
Build and maintain strong, long-term client relationships
Assess client requirements and recommend appropriate insurance solutions
Obtain and present quotations from insurers
Negotiate terms and premiums on behalf of clients
Manage renewals, mid-term adjustments, and day-to-day enquiries
Support clients through the claims process, liaising with insurers and loss adjusters
Ensure compliance with FCA regulations and internal procedures
Maintain accurate and up-to-date records
Training:Financial Services Administration Level 3.Training Outcome:Financial Services Administration Level 3.Employer Description:Simple Insurance Solutions is an established Manchester-based brokerage providing tailored commercial insurance to businesses across the UK. We work with a panel of leading insurers to deliver straightforward, cost-effective cover across a wide range of sectors, including property, fleet, liability, and specialist risks. Our approach is built on clarity, efficiency, and long-term client relationships, with a strong focus on delivering dependable service and practical advice.Working Hours :Monday - Friday, working hours TBCSkills: Initiative,Logical,Number skills,Organisation skills....Read more...
Job Description:
Core-Asset Consulting is working with our client, a lead fintech company, to recruit a Client Test Lead on a permanent basis. This is a remote position with access to office space in London and Edinburgh.
The Client Test Lead will oversee the full testing lifecycle across client implementations, including planning, execution and reporting of manual and automated testing activities. Working closely with internal delivery teams and external stakeholders, the role focuses on aligning testing with business requirements, supporting releases and maintaining robust QA standards throughout the development process.
Essential Skills/Experience:
Experience in manual and test automation, including cross-browser and device testing
Strong client-facing communication and stakeholder management skills
Experience with low code automation tools (e.g. Testim.io) and working knowledge of JavaScript & JSON
Experience using Postman, Jira and Confluence
Experience using browser DevTools
Good understanding of web/application architectures and Agile methodologies
Solid knowledge of the testing lifecycle and testing types
Core Responsibilities:
Lead end-to-end testing for client implementations
Develop test plans and detailed test cases aligned to business requirements
Contribute to sprint stories, acceptance criteria and test specifications
Execute manual functional and non-functional testing
Build and maintain low code/no code automated end-to-end tests
Liaise with client-facing test teams and internal delivery stakeholders
Analyse test results, manage defects and escalate issues where required
Produce client-facing test reports and support release documentation
Support release activities including smoke and regression testing
Participate in agile ceremonies and story estimation
Benefits:
A highly competitive salary
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: (16376)
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...
Office Administrator, Cirencester, Gloucestershire - £26,000 to £30,000Behind every high-performing financial services team sits someone who keeps everything running like clockwork. This Office Administrator role in Cirencester is that position — essential, varied and valued far more than the title might suggest.Company OverviewA well-established financial services company in Cirencester, Gloucestershire, is seeking an Office Administrator to support its growing team. The business operates across wealth management, investment and commercial finance, and the office environment is professional, fast-paced and collaborative. Based in the centre of Cirencester, the company takes pride in delivering exceptional service to its clients.Job OverviewThe Office Administrator will be the central point of coordination for the Cirencester office. From managing diaries and booking meeting rooms to processing correspondence and maintaining filing systems, the Office Administrator ensures that advisers, brokers and managers can focus on client work without administrative bottlenecks. This is a varied role where no two days are quite the same.Here's what you'll be doing:Managing incoming calls, emails and post, directing enquiries to the appropriate team membersCoordinating diaries and scheduling meetings for senior staff and client-facing teamsMaintaining accurate records, filing systems and compliance documentationOrdering office supplies, managing facilities and liaising with building managementPreparing meeting rooms for client visits and ensuring a professional office environmentSupporting the finance team with basic data entry, invoice processing and expense trackingHere are the skills you'll need:Previous experience as an Office Administrator, Receptionist or Administrative AssistantStrong proficiency in Microsoft Office, particularly Outlook, Word and ExcelProfessional telephone manner and excellent written communicationAbility to handle confidential information with discretion, essential in financial servicesSelf-motivated and able to prioritise tasks without constant supervisionFull UK driving licence (office-based in Cirencester)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £26,000 to £30,000 depending on experienceMonday to Friday working hours with no weekend workPension scheme and holiday allowanceOpportunity to develop into office management or executive assistant rolesFriendly, professional team in a well-maintained Cirencester officeCotswolds location with easy parking and local amenitiesAn Office Administrator in financial services gains exposure to a regulated, client-focused industry that values reliability and professionalism. For candidates in or around Cirencester, this role offers stable employment, clear working hours and the potential to grow within a Gloucestershire business that genuinely appreciates its support staff.....Read more...
As an apprentice, you will gain hands-on experience while developing your skills in a real business environment. You will learn alongside experienced staff, supporting day-to-day operations and building the knowledge needed for a successful career in financial services.
Start your career with a modern, growing financial planning firm
Gain hands-on experience supporting advisers and paraplanners
Build a long-term career with clear progression opportunities
Support advisers with day-to-day administration
Maintain accurate client records and systems
Handle client and provider communication professionally
Assist with research and preparation of financial documents
Manage data securely in line with regulations
Organise and prioritise tasks to meet deadlines
Identify and escalate issues where appropriate
What You’ll Learn:
How the financial services industry operates
Key regulations including FCA requirements
Professional communication and client service skills
How an independent financial adviser’s business operates
Key Learning Outcomes:
Develop a broad understanding of the financial services industry
Gain knowledge of key regulatory bodies and their role within the sector
Understand the importance of building strong relationships with clients and colleagues
Learn core processes and procedures within a financial planning business
Build commercial awareness and understanding of how a business operates
Develop practical skills and confidence within a professional environment
Training:Training & Qualification:
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chattered Insurance Institute (CII), a recognised financial services qualification
R01 Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.Training Outcome:Typically, you will begin as an apprentice administrator, building a strong understanding of financial services while supporting the advice process.
Following successful completion of the apprenticeship, there is the opportunity to join the business as a full-time member of the team, where your contribution will be recognised and valued.
As your knowledge and confidence develop, you will have the opportunity to progress into a paraplanning role, taking on greater responsibility for research, report writing, and technical support.
With continued development and completion of professional qualifications, you can progress into a Financial Adviser role, working directly with clients and delivering tailored financial planning advice.
Support and development will be provided throughout each stage of your journey.Employer Description:Invest Southwest is an established firm of Independent Financial Advisers, founded in 2007 and providing high quality, independent financial advice to clients across the South West.
We specialise in delivering tailored financial planning solutions, including pensions, investments, protection and estate planning. Our estate planning services, covering trusts, wills and powers of attorney, are further supported by our sister company, Will Management Services, allowing us to offer a comprehensive and joined up approach to client needs.
Our focus is on building long term relationships with clients, delivering clear, professional advice and maintaining the highest standards of service.Working Hours :Monday - Friday, 09:00 - 17:00Skills: Communication skills,Attention to detail,Organisation skills....Read more...
Workday Financials Lead Consultant Contract Location:
Engagement Type: Contract
Rate: Competitive Flexible
Start: Within 4-6 weeks
The Role
We are working exclusively with a professional services firm to source a senior Workday Financials Lead Consultant on an initial contract basis. This is a hands-on delivery role sitting within an established Workday Finance Practice, supporting live client engagements across full-cycle implementations.
You will take functional ownership across discovery through go-live, working directly with client stakeholders and internal delivery teams to drive high-quality outcomes across complex Workday Financials programmes.
What You\'ll Be Doing
Leading end-to-end Workday Financials implementations across all project phases Discovery, Design, Configuration, Testing, Data Conversion, and Go Live. You will act as the functional SME across core Finance modules, providing guidance to both clients and junior consultants. Driving requirements gathering and solution design workshops with senior client stakeholders. Managing configuration across multiple Workday Finance workstreams simultaneously. Supporting data migration activities and UAT cycles. Providing subject matter expertise across the full Workday Financials suite.
Module Coverage Required
Procure to Pay (P2P), Supplier Management, Expenses, Banking, Business Assets, Budgets, Supply Chain Management, Financial Services.
What We\'re Looking For
A minimum of 6 + years of hands-on Workday Financials experience, with at least 5 full-cycle implementations delivered on the partner or consulting side. Strong functional depth across the modules listed above is essential.
Prior experience within a Workday Partner environment is highly preferred.
Excellent stakeholder management and client-facing communication skills. Comfortable operating autonomously in a fast-moving consulting delivery environment.
Workday Certifications
Workday Core Financials, Procure to Pay (P2P), Launch, Expenses, Banking, Business Assets, Budgets, Supply Chain Management. Multiple active certifications strongly preferred.
Working Arrangements
UK-based. Remote mainly working with flexibility on location. Inside IR35.
Rate is negotiable based on project length and scope.
Why This Role
You will be embedded within one of the most recognised Workday Finance practices in the UK, working on complex, high-profile client programmes. For a Workday Financials specialist who wants serious delivery exposure with a market-leading practice, this is the right seat.
....Read more...
