Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with the lender's policy
Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender
Handling inbound and outbound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to the offer stage
Reviewing documents received and checking that they are compliant
Support the organisation in implementing our core values
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other financial services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:Level 3 Financial Services Administrator Apprenticeship Standard.
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sectorAs an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1- awarded by London Institute of Banking and Finance (LIBF).
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role.Training Outcome:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
ACCOUNTS ASSISTANT / ADMINISTRATOR MANCHESTER CITY CENTRE UP TO £28,000 + FANTASTIC PROGRESSIONTHE OPPORTUNITY: Get Recruited are working with a highly reputable and award-winning Legal practice who are looking for an individual with some experience either in Finance, Accounts or a Legal role to join their growing team! This is a fantastic opportunity to join a growing firm and benefit from training and support of industry leading colleagues. Great opportunity who is looking to grow within an accounts position, for a very reputable company.THE ROLE:
Processing accurate and timely financial transactions.
Manage and maintain client account records.
Handle petty cash and conduct reconciliation.
Process incoming and outgoing payments, including BACs.
Reconcile bank statements daily and investigate discrepancies promptly.
Post expenses and financial transactions.
Financial administration
THE PERSON:
Experience in either a finance or accounts based role such as a Finance Assistant, Accounts Assistant, Finance Administrator or Accounts Administrator OR experience in another role in a Law Firm such as a Legal Assistant, or a Paralegal
Keen to learn and progress your career
Excellent attention to detail and accuracy
Strong communication and interpersonal skills.
Ability to work to strict deadlines.
BENEFITS:
Company Pension
Fantastic company culture
Friendly and supportive team
Award and event evenings
Growing firm & Finance team
25 Days Holidays + Bank Holidays
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 Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
NOIREUROPEREC....Read more...
We are looking for a highly organised and detail-driven Financial Services Administrator to join our team. In this role, you will work closely with our Account Managers to prepare finance proposals, manage documentation, and ensure the smooth progression of deals through pipeline. This position is ideal for someone who is proactive, process-focused, and comfortable working in a fast-paced environment.
Key Responsibilities:
Prepare, format, and submit finance proposals on behalf of Account Managers
Ensure all supporting documents are collected, accurate, and compliant
Maintain high levels of accuracy when inputting customer information
Work collaboratively with Account Managers to progress applications quickly and efficiently
Track proposal statuses and update CRM systems accordingly
Handle inbound administrative queries relating to proposals and documentation
Maintain organised digital records for all proposals and accounts
Manage email inboxes and ensure timely responses
Assist with general administrative tasks to support the wider team
Contribute to process improvements and workflow efficiencies
Training:The Financial Services Administrator Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Training Outcome:
Cross train across other departments and growth in the team of a rapidly growing business
Employer Description:Love Finance is a leading online finance broker and lender dedicated to empowering UK businesses. We have been instrumental in assisting thousands of companies access quick and flexible funding. We use a consultative approach to make business finance simple and fast. Our team is committed to delivering a seamless, friendly, and efficient service, and we’re expanding our proposals function to support our continued growth.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.Skills: Communication skills,Organisation skills,Team working,Initiative,Adaptable....Read more...
ACCOUNTS ASSISTANT MANCHESTER CITY CENTRE UP TO £28,000 + FANTASTIC PROGRESSIONTHE OPPORTUNITY: Get Recruited are working with a highly reputable and award-winning Legal practice who are looking for an individual with some experience either in Finance, Accounts or a Legal role to join their growing team! This is a fantastic opportunity to join a growing firm and benefit from training and support of industry leading colleagues. The successful candidate will progress into a Legal Cashier role over time with the firm.THE ROLE:
Processing accurate and timely financial transactions.
Manage and maintain client account records.
Handle petty cash and conduct reconciliation.
Process incoming and outgoing payments, including BACs.
Reconcile bank statements daily and investigate discrepancies promptly.
Post expenses and financial transactions.
THE PERSON:
Experience in either a finance or accounts based role such as a Finance Assistant, Accounts Assistant, Finance Administrator or Accounts Administrator OR experience in another role in a Law Firm such as a Legal Assistant, Paralegal, Claims Handler or Claims Processor
Keen to learn and progress your career
Excellent attention to detail and accuracy
Strong communication and interpersonal skills.
Ability to work to strict deadlines.
BENEFITS:
Company Pension
Fantastic company culture
Friendly and supportive team
Award and event evenings
Growing firm & Finance team
25 Days Holidays + Bank Holidays
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...
Are you a reliable, detail-oriented individual who enjoys structure, accuracy and helping things run smoothly? LivePay is looking for a professional Book Keeper & Office Administrator, on a part-time basis, 16 hours per week, to support our growing finance and operational team.About LivePayLivePay is a trusted provider of fully managed payroll and payment solutions, combining over 45 years of experience with bespoke technology to simplify how businesses manage payroll and financial data. We work with organisations across the UK and beyond, including Jersey, Guernsey, Isle of Man and Ireland, supporting a wide range of sectors with services that save time, reduce risk and ensure compliance with ever-changing tax and payroll regulations.At LivePay, we believe that payroll should be simple, secure and dependable so our clients can focus on growing their business rather than worrying about compliance and reporting. Our team of CIPP-qualified professionals are passionate about delivering excellent client service and building long-term relationships. We're continuously evolving our systems and processes to stay ahead of industry needs, investing in technology and people to improve the experience for clients and their employees alike.The RoleAs our Book Keeper & Office Administrator, you will play a central role in ensuring smooth financial operations across the business. You'll be responsible for accurate day-to-day bookkeeping, managing invoicing and payments, preparing financial reports, and supporting compliance tasks including VAT and statutory submissions.You'll also provide essential administrative support that helps the wider business function effectively - from organising meetings and taking minutes to supporting procurement and asset management.This role is ideal for someone who thrives in a structured environment, enjoys working with numbers and systems, and takes pride in doing things right. Strong professionalism and the ability to handle sensitive and confidential information with discretion are essential.This role supports the backbone of our financial integrity and client trust, ensuring timely and accurate accounting that underpins everything we do. You'll work closely with the Managing Director and leadership team, helping to deliver reliable financial insight and excellent service to our internal and external stakeholders.What You'll Be Doing
Prepare and issue monthly customer invoicesUpdate the accounts system with Payables and ReceivablesProduce monthly management reportsMonitor, chase and report on overdue accountsPrepare and submit VAT returnsSupport business compliance activities and training on non-payroll topicsOrganise internal meetings: agendas, minutes and distributionAssist with procurement and proposals to the Managing DirectorMaintain asset registers and controlPerform ad-hoc duties as required
Who We're Looking ForYou may be the perfect fit if you are:
Reliable, disciplined and methodical in your workComfortable working with financial data and accounting systemsAble to communicate professionally and empathetically with customers, adapting to meet the needs of stakeholders as neededGood at organising your own time and prioritising tasksTrustworthy with a strong sense of confidentialityComfortable with Microsoft Office and similar productivity tools
Experience with bookkeeping and the ability to use accounts software effectively are essential.What We Offer
A part-time, permanent position, ideal for work-life balance,16 hours per week (flexible working hours) Salary £11,428 - £12,480 (FTE £25,000-£27,000)Flexible working hours across the working week to fit your scheduleA supportive, team-oriented environment where your reliability and calm approach are valuedOpportunities to contribute to process improvements and the growth of the business
How to applyIf you are interested in this position and would like to learn more our client would love to hear from you. Please attach your CV to the link provided and they will be in direct contact.....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a competitive salary and benefits.
You will be responsible for:
? Managing financial transactions through the firm's systems efficiently and accurately
? Reconciling data across multiple platforms and ensuring records are precise
? Liaising with fee-earners and other colleagues regarding payments
? Processing payments using online banking systems
? Preparing audit evidence and maintaining compliance with regulatory requirements
? Identifying, managing, and reporting financial risk
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Accounts Administrator or in a similar role.
? Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
? Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
? Confident using Practice Management Systems and financial software
? Strong organisational skills and attention to detail
What's on offer:
? Competitive salary
? Hybrid working to support work-life balance
? Supportive and collaborative team environment
? Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Polic....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
? Managing financial transactions through the firm's systems efficiently and accurately
? Reconciling data across multiple platforms and ensuring records are precise
? Liaising with fee-earners and other colleagues regarding payments
? Processing payments using online banking systems
? Preparing audit evidence and maintaining compliance with regulatory requirements
? Identifying, managing, and reporting financial risk
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
? Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
? Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
? Confident using Practice Management Systems and financial software
? Strong organisational skills and attention to detail
What's on offer:
? Competitive salary
? Hybrid working to support work-life balance
? Supportive and collaborative team environment
? Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For....Read more...
Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....Read more...
What you will do:
Operations Support
Assist with stock counts and deliveries
Update equipment and maintenance records
Enter sales orders into internal systems
Collate operational reports and send daily reminders
Administration & Accounts Support
Track holiday requests and update staff schedules
Collate admin and financial reports
Support onboarding, compliance and accreditations
Send daily staff communications
General office housekeeping
Training:
Training provided by Oaklands College
Supportive learning environment
Hands-on experience in a busy office setting
Opportunity to develop a career in office administration
On-the-job training alongside a recognised apprenticeship qualification
Training Outcome:On successful completion of the apprenticeship, you can be made a full time employee and there may be opportunities to progress into roles such as:
Office Administrator
Operations Administrator
Compliance Assistant
Administration Coordinator
Employer Description:Cleaning solutions companyWorking Hours :Mulitple roles, different times, will explain during screening.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....Read more...
Finance Administrator
Banbury | £12.21–£13.00 per hour | Temp-to-Perm | Early February Start
We’re supporting a local business with the recruitment of a Finance Administrator to join their established finance team. This role is being offered on a Temp-to-Perm basis, with the option to go straight to Permanent for the right person.
You’ll work closely with the Finance Manager and Finance Director, playing a key role in maintaining accurate financial records and supporting the smooth running of the finance function.
The Role
You’ll support the Sales, Purchase and General Ledgers, ensuring suppliers are paid on time, customer accounts are managed effectively, and financial data is accurate, compliant and up to date.
Key Responsibilities
Creating and maintaining supplier and customer accounts
Processing purchase and sales invoices, credit notes and manual entries
Setting up credit limits and supporting credit checks
Reconciling supplier statements and resolving discrepancies
Arranging approval and processing of invoices for payment
Handling supplier and customer queries via phone and email
Producing reports on overdue accounts, debtors and payment patterns
Supporting mid-month and month-end payment runs (UK and foreign payments)
Assisting with credit control and customer queries
Supporting audit preparation and statutory requirements
Providing general finance and administrative support to the team
About You
Previous experience in a finance or accounts-based role
Confident working with invoices, reconciliations and supplier/customer accounts
Organised, detail-focused and comfortable managing a varied workload
Strong communicator who enjoys working with both internal and external stakeholders
A positive team player with a proactive approach
Hours: Monday-Thursday: 08:30-17:00 Friday: 08:30-15:30
Contract: Temp to Perm
What’s in it for you?
Pay: £12.21-£13.00 per hour
Hours 38.5 hours per week 08:30-17:00 (Monday to Thursday), 15:30 finish (Friday
31 days holiday including bank holidays which rises with service
Company annual bonus
Holiday buying scheme
Health shield cash plan scheme for you and dependants
Discount platform
Life insurance and pension
Long service incentives
Varied and challenging journey with a continuously growing company
Office based, this role does not offer hybrid working
Free car parking and more!
....Read more...
An opportunity has arisen for a Legal Cashier to join a well-regarded and long-standing law firm known for delivering expert legal advice across multiple practice areas including property, family, litigation, and private client matters.
As a Legal Cashier, you will support the accounts function, managing day-to-day legal finance processes while working closely with colleagues and clients.
This is a 6-month contract-based role offering a salary range of £27,000 - £29,000 and benefits.
You will be responsible for:
? Managing financial transactions arising from legal matters and internal business activity, including accurate posting to client and office accounts
? Overseeing daily banking operations, including reconciliations, bank transfers and electronic payments
? Preparing cheques and maintaining control of payment processes
? Administering and reconciling petty cash and the purchase ledger
? Supporting VAT administration, returns and related compliance
? Assisting with month-end and year-end financial close procedures
? Reviewing and validating completion statements
? Verifying, posting and reconciling invoices
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
? Must possess prior legal cashiering experience.
? Familiarity with legal accounting systems is advantageous
? A highly organised and detail-focused approach
? Ability to work accurately, methodically and to deadlines
This is a great opportunity for a Legal Cashier seeking a stable, well-structured contract within a respected legal practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text mess....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a competitive salary and benefits.
You will be responsible for:
* Managing financial transactions through the firm's systems efficiently and accurately
* Reconciling data across multiple platforms and ensuring records are precise
* Liaising with fee-earners and other colleagues regarding payments
* Processing payments using online banking systems
* Preparing audit evidence and maintaining compliance with regulatory requirements
* Identifying, managing, and reporting financial risk
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Accounts Administrator or in a similar role.
* Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
* Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
* Confident using Practice Management Systems and financial software
* Strong organisational skills and attention to detail
What's on offer:
* Competitive salary
* Hybrid working to support work-life balance
* Supportive and collaborative team environment
* Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
* Managing financial transactions through the firm's systems efficiently and accurately
* Reconciling data across multiple platforms and ensuring records are precise
* Liaising with fee-earners and other colleagues regarding payments
* Processing payments using online banking systems
* Preparing audit evidence and maintaining compliance with regulatory requirements
* Identifying, managing, and reporting financial risk
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
* Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
* Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
* Confident using Practice Management Systems and financial software
* Strong organisational skills and attention to detail
What's on offer:
* Competitive salary
* Hybrid working to support work-life balance
* Supportive and collaborative team environment
* Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Key Responsibilities:
PA & Administrative Support:
Assist the Managing Director with daily administrative tasks, including managing emails, calendars, and appointments
Prepare and format documents, reports, and presentations
Coordinate meetings, take minutes, and follow up on action points
Manage travel arrangements and itineraries when required
Handle confidential and sensitive information with discretion
Accounts Receivable Duties:
Manage the invoicing process, ensuring all invoices are accurate and sent to clients promptly
Follow up with clients regarding outstanding payments and overdue invoices
Maintain detailed records of all communications and payment arrangements with clients
Reconcile customer accounts and resolve any discrepancies or disputes
General Accounts Support:
Assist in maintaining accurate financial records using Xero accounting software
Assist with bank reconciliations, supplier payments, and other day-to-day financial transactions
Collaborate with the finance team to ensure smooth end-of-month and year-end processes
Provide general administrative support to the accounts department as required
Training:
Business Administrator Level 3 Apprenticeship Standard
Weekly attendance to Business Adminstration classes at Coventry & Warwickshire Chamber Training's Training Academy
Training Outcome:
Completion of the Apprenticeship could lead to a permanent position within the business
Employer Description:Tooling Intelligence provides innovative inventory and asset management solutions to a wide range of industries across the United Kingdom and Europe.Working Hours :Monday- Friday, 9.00am- 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Time Management....Read more...
We are seeking a motivated and organised Admin/Data Level 3 Apprentice to join our growing legal support team.
This role is ideal for someone looking to develop a career in legal administration, data handling, and customer service, with exposure to basic accounting and finance tasks.
The successful candidate will receive structured training while gaining hands-on experience in a professional legal environment.
Administrative & Data Duties:
Accurately input, manage, and update client and case data using internal systems
Maintain digital and physical filing systems in line with data protection regulations
Prepare and format legal documents, correspondence, and reports
Support paralegals and legal staff with general administrative tasks
Ensure accuracy, completeness, and confidentiality of all records
Customer Service Responsibilities:
Act as a first point of contact for clients via phone, email, and in person
Provide professional, courteous, and timely responses to client enquiries
Update clients on case progress where appropriate and escalate queries when needed
Build and maintain positive client relationships
Handle sensitive information with discretion and professionalism
Accounting & Finance Support:
Assist with invoicing, billing, and payment trackingRecord financial data accurately using spreadsheets or accounting software
Support reconciliation of client accounts under supervision
Assist with expense tracking and basic financial reporting
Follow company procedures and compliance requirements related to finance
General Duties:
Support compliance with legal, regulatory, and internal policies
Assist with audits, data checks, and quality assurance tasks
Participate fully in apprenticeship training, reviews, and assessments
Carry out any other reasonable duties as required
Training:
All training will be delivered online by Wise Origin, offering flexible, expert-led instruction with interactive sessions and digital resources.
This ensures apprentices can develop their skills while balancing work commitments
Training Outcome:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as:
Legal Administrator
Paralegal Support Officer
Accounts or Finance Administrator
Data or Compliance Officer
Employer Description:Wise Origin is a national training provider which was established in 2006. We deliver further education and provide employment opportunities through our Apprenticeship Programmes and other funded provisions. We specialise in IT, Digital & Data Apprenticeships and our aim is to help businesses and individuals make wise decisions for better futures.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g. Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner – ability to learn how to use new systems and processes.
Discretion – ability to handle sensitive and confidential information with professionalism and integrity.
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!....Read more...
Are you an experienced Finance Manager looking for a part-time role, 4 days per week? The Rochester Bridge Trust is an independent, not-for-profit organisation providing free-to-use crossings across the river at Rochester, now and in perpetuity.Their world-leading team works around the clock to plan, pay for and maintain bridges, including the iconic Old Rochester Bridge, operating with net-zero impact and at zero cost to the community, so that everyone is free to move forward whether by foot, bike, bus or car.They've been around since 1399 and over the centuries their charitable work has expanded to inspiring, educating and funding the next generation of civil engineering talent, and to ensuring the environment, skills and structures that make our area unique are preserved and given new life.All their work is self-funded through a portfolio of properties and investments, with every penny they make invested into ensuring there will always be free passage across the river, and in continuing their mission of building bridges to a better future for the communities they serve.The Rochester Bridge Trust is seeking a Finance Manager to join their Finance Team. This is a part time role for 22 hours worked across 4 days a week, Monday - Thursday. Offices are closed on Fridays. The salary is £50,000 FTE.MAIN PURPOSE OF JOBTo support the Head of Finance in delivering sound financial management of the Trust by preparing the budgets and management accounts, processing financial transactions and maintaining accurate accounting records, ensuring good cost management and financial control.POSITION IN ORGANISATIONReports to the Head of Finance.Line manages the Finance Administrator and Finance Intern when appointed.SCOPE OF JOBFinancial Management and Reporting - 15%
Work with Senior Managers to prepare budgets and provide financial management information to ensure good cost management and financial control.
Financial Accounting - 50%
To process financial transactions, ensuring the Trust's accounting records are properly maintained, with robust systems and controls in place.To manage the Accounts Payable function ensuring compliance with the Procurement Policy and ensuring that purchases are made in line with the Scheme of Delegation.To ensure payments are made in line with the bank mandate.To prepare draft statutory accounts, ensuring compliance with accounting standards and other relevant regulations and legislation.
Cashflow - 10%
To monitor and forecast cashflows to assist in management of the Trust's cash requirements to meet liabilities and maximise returns.
Payroll, Pensions & VAT - 20%
To oversee the preparation, processing and submission of the returns for payroll and pensions.To prepare and submit VAT returns to HMRC.
Other - 5%
To undertake any such duties as directed to support the delivery of the Trust's work.
DIMENSIONS & LIMITS OF AUTHORITY
Can place orders for goods and services within the terms of the approved Scheme of Financial Delegation.Manages petty cash float.
QUALIFICATIONS
Qualified Accountant ACA/ACCA.
EXPERIENCE
Experience of accounting and taxation essential.Experience of budget preparation and control essential.Experience of Sage is desirable. Charity experience would be useful.Experience of cashflow forecasting highly desirable.High standard of written and spoken English essential.Strong organisational and IT skills (MS Office) essential.
How to Apply:If you are interested in this role and would like to learn more please attach your CV to the link provided.....Read more...
Accounts Administrator (Part-Time) Location: Cheddar Salary: Up to £15 per hour DOE (£17,000 - £18,720 pro rata) Hours: 22-24 hours per week over 3 days (must include Friday)About the Role We are seeking an experienced and detail-oriented Accounts Administrator to join our growing and ambitious team. This is an excellent opportunity for a finance professional with experience in a small or medium-sized business who is looking for a varied, hands-on role within a supportive and fast-paced environment. You will play a key role in ensuring the smooth running of our day-to-day finance operations, working with Sage Accounts and Microsoft Office. Key Responsibilities:Purchase Ledger ·Processing purchase invoices onto Sage, matching to delivery notes and purchase orders ·Investigating and resolving invoice discrepancies ·Coding invoices accurately ·Reconciling supplier accounts to statements ·Managing supplier queriesSales Ledger ·Raising customer invoices ·Credit control - chasing overdue accounts via phone, email and letter ·Handling customer account queriesBanking & Payments ·Allocating payments and receipts ·Performing bank reconciliations ·Preparing supplier payment runs ·Processing ad hoc supplier and client paymentsExpenses & Financial Administration ·Processing employee expense claims and verifying documentation ·Managing company credit card expenses and reconciliations ·Ensuring all financial transactions are accurately recorded ·Handling telephone enquiries from colleagues, customers and suppliers ·General accounts administration including filing and archiving ·Supporting the finance team with ad hoc tasks as required Skills & Experience ·Minimum 2 years' experience in an accounts or finance role ·Strong understanding of accounting principles and double-entry bookkeeping ·Experience with sales and purchase ledger processes and reconciliations ·Knowledge of nominal codes, chart of accounts and VAT tax codes ·Proficiency in Microsoft Excel and Sage (or similar accounting software) ·Excellent numerical skills and high attention to detail ·Strong organisational and time management skills ·Ability to work independently and as part of a team ·Confident telephone manner and strong communication skills ·AAT qualified or qualified by experience (advantageous) What We Offer ·Competitive salary up to £15 per hour (depending on experience) ·Automatic enrolment into a Workplace Pension Scheme ·Full training and ongoing support ·Free workwear ·Free on-site parking ·Company social activitiesThis is a fantastic opportunity to join an energetic, inclusive business at an exciting stage of growth. If you are proactive, organised, and ready to contribute to a developing finance function, we would love to hear from you. If the role is of interest, then please send your CV today ....Read more...
Job Description:
Our client, a well-established UK wealth management firm, is seeking a Central Administrator to join their Financial Planning function in Norwich. This is an excellent opportunity for an organised and detail-oriented individual to play a key role in supporting Financial Advisers and ensuring the smooth delivery of high-quality client service.
The role provides essential operational and administrative support across financial planning activities, contributing to efficiency, regulatory compliance, and positive client outcomes. The offer excellent progression and will sponsor professional qualifications.
Essential Skills/Experience:
Experience working in financial services within a busy and varied support role.
Strong attention to detail with the ability to produce accurate, high-quality work.
Excellent organisational skills and the ability to manage multiple tasks effectively.
Clear communication and interpersonal skills, with a professional and client-focused approach.
Proficiency in Microsoft Office and experience using CRM or client record systems.
A proactive and collaborative mindset, with the ability to work effectively within a team environment.
Core Responsibilities:
Provide accurate and timely administrative support across financial planning and client servicing activities.
Maintain and update client records and internal systems in line with regulatory and internal requirements.
Support key operational processes, including Letters of Authority, annual reviews, valuations, and documentation preparation.
Ensure tasks are completed to agreed service standards and within required timeframes.
Assist with onboarding processes, data entry, and the coordination of internal documentation.
Monitor and manage incoming and outgoing correspondence.
Adhere to internal policies, FCA regulations, and AML requirements, escalating issues or breaches appropriately.
Work closely with colleagues across teams to ensure consistent and coordinated support.
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: 16349
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...
This role will be varied and will include all aspects of administration:
Updating computer systems and records accurately
Scanning and saving information
Working to deadlines
Responding to telephone and email enquiries
Photocopying and filing
Typing letters and information as required
Handling data in accordance with data protection guidelines
Attending meetings and taking notes
Assisting with any other administration duties as needed
Training:
Business Administrator, Level 3
Fortnightly attendance at Riverside College, Widnes
Training Outcome:There may be opportunities to continue with the company in the future if opportunities arise following the successful completion of an apprenticeship. Employer Description:James Ray Recruitment offers a bespoke recruitment service for Education, Legal and Financial sectors.
Working Hours :This will be a full-time position working 37-hours per week working Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
An opportunity has arisen for a Legal Cashier to join a well-regarded and long-standing law firm known for delivering expert legal advice across multiple practice areas including property, family, litigation, and private client matters.
As a Legal Cashier, you will support the accounts function, managing day-to-day legal finance processes while working closely with colleagues and clients.
This is a 6-month contract-based role offering a salary range of £27,000 - £29,000 and benefits.
You will be responsible for:
* Managing financial transactions arising from legal matters and internal business activity, including accurate posting to client and office accounts
* Overseeing daily banking operations, including reconciliations, bank transfers and electronic payments
* Preparing cheques and maintaining control of payment processes
* Administering and reconciling petty cash and the purchase ledger
* Supporting VAT administration, returns and related compliance
* Assisting with month-end and year-end financial close procedures
* Reviewing and validating completion statements
* Verifying, posting and reconciling invoices
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
* Must possess prior legal cashiering experience.
* Familiarity with legal accounting systems is advantageous
* A highly organised and detail-focused approach
* Ability to work accurately, methodically and to deadlines
This is a great opportunity for a Legal Cashier seeking a stable, well-structured contract within a respected legal practice.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Responsibilities include:
Processing invoices, expenses and supplier accounts
Managing multi‑currency payments
Supporting weekly payment runs, and assisting with month‑end, year‑end and audits
Ensures adherence to finance procedures and completes ad‑hoc tasks as needed
Training:Accounts or Finance Assistant Level 2.Training Outcome:After completing the apprenticeship, the successful candidate can progress into roles such as Accounts Assistant, Finance Administrator, or Junior Accountant, with opportunities to take on more responsibility as their skills grow. With further study and experience, they may advance to positions like Assistant Management Accountant, Assistant Financial Accountant, and eventually Management Accountant or other senior finance roles within the business.Employer Description:Roland is a global leader in electronic musical instruments, offering a friendly, supportive and down‑to‑earth workplace. We value positivity, enthusiasm and personal growth. If you’re driven, eager to develop and passionate about music or our products, you’ll fit right in.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
