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
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...
As an Apprentice Financial Services Administrator, you will become an important part of the team at Asset Wealth Advisory, supporting our financial advisers and helping us deliver a high-quality service to our clients.
Your day-to-day role will involve supporting the administration of our clients’ financial arrangements, including pensions, investments and savings. You will work closely with experienced members of the team and develop an understanding of the financial advice process from initial client contact through to implementation and ongoing reviews.
Key responsibilities will include:
Supporting financial advisers with day-to-day client administration
Preparing documentation for client meetings and annual reviews
Processing pension and investment applications
Contacting providers to obtain policy and investment information
Preparing and issuing Letters of Authority
Updating and maintaining accurate client records on our systems
Monitoring pension and investment transfers and following up with providers
Helping to ensure client files meet regulatory and compliance requirements
Communicating professionally with clients, providers and other third parties
Assisting with general office administration and diary management
Learning about pensions, investments, taxation and financial planning as your knowledge develops
We are looking for someone who wants more than simply an administrative role.
We are committed to supporting the successful candidate in building a long-term and rewarding career within financial services. As your knowledge, experience and qualifications develop, there will be opportunities to take on greater responsibility and potentially progress into paraplanning and, in the future, financial advice if this is the career path you wish to pursue.Training:Financial Services Administrator (Level 3) Training Outcome:As experience is gained and professional qualifications are achieved, there will be opportunities to progress from a Financial Services Administrator role into a Paraplanner position and, ultimately, to become a qualified Wealth Manager or Financial Adviser for those wishing to pursue this career path.Employer Description:Asset Wealth take the time to understand what matters most to their clients so that a financial plan can bring clarity, confidence and peace of mindWorking Hours :Monday to Friday, 9:00am - 5:00pm, with a one-hour unpaid lunch break each day.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Professional and friendly,Work independently,Punctual/Reliable,Eager to learn,Ambitious/motivated....Read more...
As you work through the course you will develop a broad knowledge of financial products with on-the-job training, working closely with our Planners, assisting them with new business, client contact, research and much more.
You will also work closely with our Estate Planning department, assisting with administration and client contact, with theopportunity to learn about Wills, LPAs and Trusts.
Some of what you will do with us:
Assist with Research for pensions, investment and protection business
Assist with New Business for investments, pensions and protection policies
Laise with Providers for full data gather
Provide assistance to our Planners
Assist with annual reviews
Assist with Estate Planning on Wills, LPAs and Trusts documents administration
General Administration duties as part of the team
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisationSKILLS EDGE TRAINING LTD
Your training courseFinancial services administrator
Equal to Level 3 (A level)
Your training planTraining is completed online based at the employer's address.Training Outcome:Many opportunities can arise dependent on the way you wish to advance in your career – Paraplanner, Estate Planning, Life Planner even Financial Advisor!Employer Description:We are three separate businesses under Suitable Life: Suitable Money Advice - Financial Advisors Suitable FinLife - Financial and Life Planners Suitable Legacy - Estate Planners Working Hours :Monday to Friday. 9am - 5pm
1 hour lunch breakSkills: Communication skills,IT skills,Organisation skills,Administrative skills,Team working,Initiative....Read more...
As a Level 3 Banking Operations Apprentice, you'll gain hands-on experience across payments, client servicing, reconciliations, investigations, and regulatory processes while developing the skills needed for a successful career in financial services.
Working with teams across the bank, you'll support day-to-day banking operations, help resolve payment queries, contribute to process improvements, and gain exposure to digital transformation and AI initiatives that are shaping the future of banking.Training:
A structured apprenticeship programme leading to a recognised Level 3 Financial Services Administrator qualification.
Personalised Guidance and Mentorship: Support from experienced colleagues, managers and apprenticeship skills coaches.
Professional development programme: Training in Excel, Python, financial modelling, ESG, business communication, presentations and career development.
Training Outcome:There is a clear pathway for future career progression within Banking Operations and the wider Mizuho organisation.Employer Description:Mizuho is not your typical financial institution.
We offer a fantastic opportunity to gain experience within a global investment bank, working on real projects, whilst developing a strong professional network within a bank that prides itself on its inclusive, cooperative and friendly company culture.
We offer the best of both worlds - the feeling of a boutique work environment within a global organisation. Our steady growth in EMEA gives our people at all levels rewarding degrees of responsibility and a richer work experience than a small firm or an established giant could offer alone.Working Hours :Monday - Friday, usual office hours.Skills: Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working....Read more...
Administration Support
Assist with general office administration and clerical duties.
Answer telephone calls and direct enquiries appropriately.
Respond to emails and customer enquiries in a professional manner.
Prepare, format, and distribute company documents, reports, and correspondence.
Maintain electronic and hard copy filing systems.
Support diary management, meeting scheduling, and travel arrangements.
Document Control
Assist in maintaining company management system documentation.
Ensure documents are accurately filed, updated, and archived in accordance with company procedures.
Support the control of records relating to ISO 9001, ISO 45001 and ISO 17020 requirements.
Assist with maintaining customer, supplier, and project records.
Customer Service
Provide a professional first point of contact for customers and suppliers.
Support the preparation and issue of quotations and proposals.
Assist with customer follow-up activities and maintaining client databases.
Help ensure customer enquiries are dealt with efficiently and promptly.
Financial Administration
Assist with raising purchase orders and processing invoices.
Support the maintenance of financial records and expenditure tracking.
Assist with timesheet administration and expense processing.
Support credit control activities where required.
Quality and Compliance
Support the implementation and maintenance of the company Quality Management System.
Assist with internal audits and continual improvement initiatives.
Maintain confidentiality of customer and company information.
Follow company policies and procedures relating to quality, health and safety, and data protection.
General Duties
Participate in apprenticeship training and complete all required coursework.
Attend team meetings and contribute to business improvement initiatives.
Undertake additional duties appropriate to the role and level of experience.
Represent the company professionally at all times.
Training:
Completion of a Level 3 Business Administrator apprenticeship which, if successful, will also include a Level 3 Diploma for the Business Administrator.
College sessions will be delivered remotely once a week with attendance face to face at Hartlepool College of Further Education once every half term.
Training Outcome:Upon successful completion of the apprenticeship, opportunities may be available for progression into a permanent Business Administrator, Office Coordinator, Office manager, Quality Administrator, or Operations Support depending on business requirements and performance.Employer Description:
Libellum is a rapidly growing Middlesbrough based Testing, Inspection, Asset Integrity & Quality solutions business. We operate across Teesside, the North East and beyond including international work.
Working Hours :The apprenticeship will be 18 months.
Monday to Thursday, 08:00 to 16:00 (flexible start & finish times), with 30 min lunch break each day.
Friday, 08:00 to 13:30.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Ensure that all client requests and related tasks are dealt with professionally and effectively delivering a positive experience for clients
Arrange client meetings on behalf of the Advisers
Collate and manage information and facts, preparing documentation for client meetings
Maintain client contact, keeping them updated on the current position with regards to any ongoing maters on behalf of the Advisers
Ensure the post meeting processing is completed within deadlines
Manage LOA end to end process
Ensure back-office system is maintained detailing all ongoing actions and workflow
Training:
L3 Financial Services Administrator
CII CFI exam
Apprenticeship training delivery virtually with Davies Group / CII
Training Outcome:The aim is provide a long-term career pathway by providing continued professional development and supporting progression through our administrative, paraplanning and financial advice teams dependent on the candidates preferred pathway.Employer Description:
Amber River East Anglia provides high-quality, comprehensive independent financial planning advice to individuals, families and businesses from Essex, Suffolk, Norfolk and Cambridgeshire. Since joining Amber River Group we have grown really fast and are extending our footprint in the region with offices currently in Claydon, Colchester and Billericay.
As a result of this strong growth, there are now c.2000 clients receiving outstanding service from one of our 14 highly qualified Independent Financial Advisers.
Amber River East Anglia joined Amber River Group in October 2019 because we each share the same, values-driven approach when it comes to creating bespoke financial plans for people who need our expertise. We call it Life Landscaping® because it gets to the heart of what we do for our clients.
As a Group, we have over 300 IFAs across the Amber River Group, servicing 34,000 clients across 15 regional hub firms (in 30 locations) throughout the UK. Currently, our hub firms are managing £12bn of AUA.
Giving back is also important to us and since 2022, we have raised over £1.1 million to support local and national partners, providing funding to help those in difficult circumstances and improve the environment of our local communities.
Working Hours :Monday - Friday 9.00am - 5.00pm with 30 minutes unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
To assist in day to day financial transactions from source documents to different ledgers in compliance with accounting reporting
To generate reports for the director
To communicate with home managers
Assist the financial administrator in preparing annual budget for the organisation
Skills, knowledge & qualifications:
Must be computer literate and knowledge of Xero Accounting Software and payroll will be advantageous
Working knowledge of Microsoft Packages - Excel & Words for Windows
Ability to communicate effectively at all level
Satisfactory DBS checks
Main responsibilities:
Assist in maintaining and updating sales and purchases ledgers on daily/weekly basis
Allocating income and expenditure to respective care home
Dealing with petty cash for different care homes
Prepare cash and cheque payments into company’s bank accounts, (online payments)
Assist in monthly bank reconciliation statements
Assist the financial admin in preparing annual budget and cashflow forecast
Assist in preparing weekly and monthly payroll
Assist in reviewing staff hours
Maintain and update the company’s assets register
Liaise with home managers on financial and quality issues
Assist home managers in producing monthly newsletter
Check food etc prices at ALL times and liaise with home managers
Keep records on files of ALL due dates for renewals of contracts for services
This job description indicates only the main duties and responsibilities of the post and any other duties may be assigned to the post holder from time to time.
Your Care First Ltd reserves the right to amend this job description from time to time and such changes will be confirmed in writing.
Please note that the post holder share with Your Care First Ltd the responsibility for making suggestions to alter the scope of the post holder’s duties and improve the effectiveness of the post.Training:Assistant Accountant Level 2 Apprenticeship Standard:
Day release at Newcastle Training Centre
On and off-the-job training
Training Outcome:To support and work with our external accountants.Employer Description:Your First Care Limited provide personal care to vulnerable adults in 4 Residential Care Homes within North East.Working Hours :Monday to Friday, working hours TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
Finance Administration:
Process supplier invoices and supporting documentation
Assist with customer invoicing activities
Support supplier statement reconciliations
Help maintain accurate financial records
Assist with payment processing administration
Monitor shared finance inboxes
Update finance spreadsheets and reports
Maintain electronic filing systems
HR Administration:
Support employee onboarding and induction activities
Prepare employee starter and leaver paperwork
Maintain employee records and personnel files
Assist with DBS, Right to Work and reference checks
Support apprenticeship administration and training records
Coordinate staff training records
Assist with holiday and absence record administration
Support recruitment activities including advertising vacancies and arranging interviews
Purchasing Administration:
Raise purchase orders
Maintain approved supplier records
Assist with supplier onboarding
Obtain pricing and quotations from suppliers
Update purchasing reports and records
Business Administration:
Answer telephone enquiries and direct calls appropriately
Manage incoming and outgoing correspondence
Organise meetings and prepare meeting notes
Maintain company documentation and records
Assist with customer onboarding administration
Support business improvement projects
Provide general administrative support across the business
Training:Business Administrator Level 3.
The apprentice will have group training one day a month, either at WBTC offices in Newbury or online. In addition, there is a monthly 1-1 training and review meeting.Training Outcome:Where it can take you:
This apprenticeship is designed as a genuine launchpad. Past this role, you could progress into positions such as HR Administrator, Finance Assistant, Accounts Assistant, Payroll Administrator, Purchasing Assistant, Business Support Coordinator, or Office Manager.Employer Description:CTS is a specialist logistics provider, specialising in secure storage and transportation for the global Defence, Nuclear, Healthcare and Secure Data sectors.
The high-consequence nature of our work demands that we get it right first time, every time. Our people rise to the challenge by demonstrating our values of Excellence, Adaptability, Integrity and Strategic Focus in everything we do - with honest conversations, an all-in attitude and great benefits.Working Hours :Monday to Friday, 37.5 during standard office hours (to be agreed)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Reliable,Eager to learn,Professional,Confidential....Read more...
The Claims Handling Team provides outsourced managed claims service handling professional indemnity schemes on behalf of leading insurers. The team provided significant value to the wider RPC law firm through the provision of referrals and is an important aspect of the firm’s insurance business and future strategy.
The main responsibilities will be assisting team members with administrative tasks, including:
Opening new matters and inputting data into the claims management system
Sending acknowledgements
Conducting conflict searches
Assisting with diary management
Ensuring that all basic administrative tasks are completed accurately and timely, i.e. filing, scanning, making/receiving telephone calls, dealing with enquiries etc.
Dealing with financial matters, for example, arranging and processing payments, dealing with billing and accounts queries, recording and updating financial information, etc.
Capturing and collating required Management Information, for performance management, client reporting, Service Level Agreements, etc.
Liaising with insurers and brokers to request full policy information
Ensuring policies, proposal forms and schedules are properly filed
Management of centralised mailboxes
Providing excellent customer service at all times
Training:Business Administration Level 3 Standard.
Training Outcome:At this stage, we envisage there will be opportunities to work in the Claims Handling Team as an administrator following an initial 18-month fixed-term contract whilst the apprenticeship is undertaken.Employer Description:RPC is a dynamic, collaborative, and commercial law firm. Headquartered in London and with offices in Bristol, Hong Kong and Singapore, RPC support their clients globally, both through their own offices and by collaborating with leading law firm networks. They are big enough to handle the most complex matters, and agile enough to adapt quickly to the opportunities and challenges their clients face.Working Hours :Monday - Friday, 9.30am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working....Read more...
Job Description:
We are recruiting for a Pension Administrator to join a busy financial services team on a contract basis until January 2027.
This role will focus on the accurate processing and verification of pension data and is an excellent opportunity for someone to build upon their experience within the pensions or financial services sector.
This position is based at Edinburgh Park and requires full-time office working.
Skills/Experience:
Experience within pensions, insurance or financial services environments.
Strong Microsoft Office skills, particularly Excel, Outlook, and Word.
Strong attention to detail and the ability to identify discrepancies in data.
Excellent organisational skills with the ability to manage competing priorities and deadlines.
Ability to follow clearly defined processes and work within regulatory requirements.
A methodical and accurate approach to repetitive, detail-focused tasks.
Core Responsibilities:
Collate and verify Lump Sum Allowance (LSA) data for relevant pension customers.
Prepare and issue accurate pension statements in line with regulatory and HMRC requirements.
Review customer-level data and identify any missing, inconsistent or inaccurate information.
Maintain clear and accurate records of completed statements and outstanding queries.
Liaise with internal teams to resolve data gaps or discrepancies.
Update internal systems and trackers as required.
Follow established processes and procedures to ensure work is completed accurately and consistently.
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.
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.....Read more...
Core-Asset Consulting is working with a financial services business to recruit a Reconciliations Administrator on a 12-month fixed-term contract based in Glasgow. The role will be responsible for delivering key CASS operational controls and supporting compliance with FCA CASS requirements through timely reconciliations, effective risk management and continuous improvement of processes and controls. The role will involve:
• Completing daily internal and external client money reconciliations accurately and within required timescales. • Investigating, resolving and escalating reconciliation discrepancies, shortfalls and control exceptions. • Completing internal and external custody asset reconciliations across daily, weekly and monthly timescales. • Liaising with internal teams and external service providers to support timely resolution of outstanding items. • Completing weekly managed fund reconciliations and progressing outstanding discrepancies with relevant stakeholders. • Producing accurate and timely management information to support governance, oversight and business reporting. • Carrying out CASS controls within required timescales and maintaining clear evidence of completion.
Desired Experience:
Experience of reconciliations within financial services and knowledge of FCA CASS requirements are desirable.
• The ability to interpret, investigate and resolve reconciliation discrepancies and control exceptions. • Good numerical skills and the ability to produce accurate management information.
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.
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.....Read more...
The Business Administrator Apprentice will be involved in a variety of tasks, including:
Customer Interaction: Handling customer inquiries via phone and email to ensure excellent service
Order Processing: Processing incoming orders and entering them into the sales system, including adding new customers and products
Order Management: Updating customers on the status of their orders and processing orders for raw materials and consumables
Logistics Coordination: Arranging shipping and logistics for both UK and export sales
Office Administration: Maintain and use filing systems ensuring that all data is recorded and stored in the appropriate computer based files
Financial Administration: Issuing invoices for completed orders and managing payments
Quality Management: Assisting with the implementation of the company's Quality Management System
Training:
One day study per week
Training Outcome:Could lead to a permanent position for the right person.Employer Description:Heathcotes are located in Staffordshire in the heart of the United Kingdom and are a manufacturer of advanced composite materials. Our team of specialists have been manufacturing composite materials in the region since 1979, and now ship our products to over 30 different countries worldwide.Working Hours :Monday - Friday, 8.00am - 4.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative....Read more...
Main Roles and Responsibilities:
Learn and support the end-to-end payroll process, including the collection, input, validation and processing of payroll data.
Learn about payroll legislation, including PAYE, National Insurance, pensions, statutory payments and workplace pension auto-enrolment.
Assist with payroll activities relating to starters, leavers, contractual changes and employee payroll records.
Respond to routine payroll enquiries, providing excellent customer service and escalating complex issues where appropriate.
Build positive working relationships with colleagues and external clients.
Develop skills in the use of payroll systems, Microsoft Excel and other digital technologies to support payroll operations.
Support payroll reporting, reconciliations and compliance processes while maintaining accuracy, confidentiality and attention to detail.
Meet payroll deadlines and follow agreed processes, controls and service standards.
Demonstrate professional behaviours including integrity, accountability, adaptability, teamwork and a commitment to continuous learning.
Complete apprenticeship training and maintain evidence of learning to achieve the Payroll Administrator Level 3 Apprenticeship.
Training:
The learner will be studying the Payroll Administrator Level 3 Apprenticeship Standard qualification.
Training Outcome:Opportunity for a permanent role on completion.Employer Description:The TaxAssist Group is a leading UK-based professional services organisation headquartered in Norwich, Norfolk.
Established in 1995, the Group is the franchisor of the award-winning TaxAssist Accountants brand and has grown to become the UK's largest networked provider of accountancy and tax services for small businesses and individual taxpayers. With a nationwide network of over 400 accountancy shops and offices, TaxAssist supports more than 100,000 clients across the UK, delivering trusted expertise and personalised financial solutions.
Our franchise network provides a comprehensive range of services, including:
Accounting and bookkeeping
Tax planning and compliance
Payroll services
Business advisory and consultancy services
In addition to these core offerings, the Group has developed specialist divisions, including Tax Consulting by TaxAssist, which provides advanced tax solutions, and Payroll by TaxAssist, delivering comprehensive payroll management services to businesses nationwide. As a growing and innovative organisation, The TaxAssist Group is committed to supporting both its clients and franchise network through expert advice, industry-leading systems, and a strong focus on service excellence.Working Hours :Monday to Friday 9:00am-17:00pm - 1 hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working,Initiative....Read more...
An opportunity has arisen for an Accounts Assistant / Bookkeeper to join an independent accountancy and tax practice supporting businesses and individuals with accounts, taxation, VAT, bookkeeping and business advisory services.
As an Accounts Assistant / Bookkeeper, you will be supporting day-to-day bookkeeping and accounting activities, maintaining accurate records and assisting with VAT and reconciliation work.
This full-time on-site role offers a salary range of £25,000 - £28,000 plus possible study support and benefits.
What we are looking for
* Previously worked as an Accounts Assistant, Bookkeeper, Assistant Accountant, Junior Accountant, Finance Assistant, Accounts Administrator or in a similar role.
* Approx. 2 years of experience in an accountancy or bookkeeping position.
* Practical experience of bookkeeping, VAT returns and bank reconciliations.
* Background of maintaining accurate financial records.
* Sound knowledge of accounting software such as Xero, QuickBooks, Sage or similar.
* Strong attention to detail and good organisational ability.
* Currently studying towards AAT or having completed the early stages of an AAT qualification.
This is a great opportunity for an Accounts Assistant / Bookkeeper to develop their career within a supportive environment.
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 an Accounts Assistant / Bookkeeper to join an independent accountancy and tax practice supporting businesses and individuals with accounts, taxation, VAT, bookkeeping and business advisory services.
As an Accounts Assistant / Bookkeeper, you will be supporting day-to-day bookkeeping and accounting activities, maintaining accurate records and assisting with VAT and reconciliation work.
This full-time on-site role offers a salary range of £25,000 - £28,000 plus possible study support and benefits.
What we are looking for
* Previously worked as an Accounts Assistant, Bookkeeper, Assistant Accountant, Junior Accountant, Finance Assistant, Accounts Administrator or in a similar role.
* 2 years of experience in an accountancy or bookkeeping position.
* Prior experince in accountancy practice would be advantageous.
* Practical experience of bookkeeping, VAT returns and bank reconciliations.
* Background of maintaining accurate financial records.
* Sound knowledge of accounting software such as Xero, QuickBooks, Sage or similar.
* Strong attention to detail and good organisational ability.
* Currently studying towards AAT or having completed the early stages of an AAT qualification.
This is a great opportunity for an Accounts Assistant / Bookkeeper to develop their career within a supportive environment.
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...
Dealing with enquiries
Supporting the administration of contracts
Producing financial reports
Supporting the analysis of data
Provide secretarial support
Training:
At the end of this apprenticeship, you will have a level 3 qualification as a Business Administrator
Your training will be delivered by CT Skills virtually with a dedicated coach to help you learn and develop
You will be fully supported in the workplace with time for your apprenticeship work
Training Outcome:
DVSA and the Civil Service offer a wide range of development and career progression opportunities
Once employed as a Civil Servant you will have access to internal vacancies across all departments
Employer Description:We are the Driver and Vehicle Standards Agency, and we are 1 of the 5 executive agencies that make up the Department for Transport. We employ about 5,000 people across Great Britain to help us achieve our mission of keeping Britain moving, safely and sustainably. Our work affects millions of people and thousands of businesses. Most importantly, our work saves lives. We make sure colleagues have the skills to meet the needs of Britain’s road users.Working Hours :We offer hybrid working with an average of 3 days a week in the office. We also offer flexible working hours over a 37 hour week between the hours of 8.00am and 6.00pm Monday - Friday. These will be agreed with your line manager.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Analytical skills,Team working....Read more...
An opportunity has arisen for an Accounts Assistant / Bookkeeper to join an independent accountancy and tax practice supporting businesses and individuals with accounts, taxation, VAT, bookkeeping and business advisory services.
As an Accounts Assistant / Bookkeeper, you will be supporting day-to-day bookkeeping and accounting activities, maintaining accurate records and assisting with VAT and reconciliation work.
This full-time on-site role offers a salary range of £25,000 - £28,000 plus possible study support and benefits.
What we are looking for
? Previously worked as an Accounts Assistant, Bookkeeper, Assistant Accountant, Junior Accountant, Finance Assistant, Accounts Administrator or in a similar role.
? Approx. 2 years of experience in an accountancy or bookkeeping position.
? Practical experience of bookkeeping, VAT returns and bank reconciliations.
? Background of maintaining accurate financial records.
? Sound knowledge of accounting software such as Xero, QuickBooks, Sage or similar.
? Strong attention to detail and good organisational ability.
? Currently studying towards AAT or having completed the early stages of an AAT qualification.
This is a great opportunity for an Accounts Assistant / Bookkeeper to develop their career within a supportive environment.
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 ....Read more...
An opportunity has arisen for an Accounts Assistant / Bookkeeper to join an independent accountancy and tax practice supporting businesses and individuals with accounts, taxation, VAT, bookkeeping and business advisory services.
As an Accounts Assistant / Bookkeeper, you will be supporting day-to-day bookkeeping and accounting activities, maintaining accurate records and assisting with VAT and reconciliation work.
This full-time on-site role offers a salary range of £25,000 - £28,000 plus possible study support and benefits.
What we are looking for
? Previously worked as an Accounts Assistant, Bookkeeper, Assistant Accountant, Junior Accountant, Finance Assistant, Accounts Administrator or in a similar role.
? 2 years of experience in an accountancy or bookkeeping position.
? Prior experince in accountancy practice would be advantageous.
? Practical experience of bookkeeping, VAT returns and bank reconciliations.
? Background of maintaining accurate financial records.
? Sound knowledge of accounting software such as Xero, QuickBooks, Sage or similar.
? Strong attention to detail and good organisational ability.
? Currently studying towards AAT or having completed the early stages of an AAT qualification.
This is a great opportunity for an Accounts Assistant / Bookkeeper to develop their career within a supportive environment.
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 defin....Read more...
The role combines practical, on‑the‑job learning whilst working towards a Business Administrator Level 3 Apprenticeship.
As a trainee apprentice, you will be responsible for supporting the Teesside Restructuring team, working to deliver solvent liquidations for SMEs and large groups based across the UK. Working within this specialist team, you will assist with drafting documentation to allow companies to be placed into solvent liquidation, whilst also documenting and tracking compliance throughout the process alongside the management team.
As you develop and gain more experience, you will begin to start dealing with external professional advisors and liaise with directors and shareholders to agree key dates and provide updates.
Key Responsibilities include
Perform office administration tasks, including dealing with visitors and handling post
Respond to incoming calls and correspondence and draft letters and reports as required as part of the MVL case management team
Assist managers and the wider team with their portfolio of cases, including producing statutory paperwork and other legal documents, managing 'take on' administration processes and maintaining files
Maintain the case management system and other software to document statutory compliance and transactions
Diary management and scheduling meetings both internally and with clients
Producing time cost summaries for statutory reports
Answering the main office phone during busy periods, transferring calls and passing on messages for staff members
Training:
You will be working towards the Level 3 Business Administration Apprenticeship which is delivered virtually and attending weekly online live teaching sessions with the training provider
Training Outcome:
On successful completion of your apprenticeship, you will earn a Level 3 Business Administration and further progression as an Insolvency Administrator
Employer Description:At FRP, we are a leading national business advisory firm based in the UK. With over 950 team members, including more than 100 partners, we specialise in Corporate Finance, Debt Advisory, Forensic Services, Financial Advisory, Restructuring Advisory and Real Estate Advisory. Operating from 35 offices across the UK, Isle of Man and Cyprus, we are dedicated to helping clients navigate complex and difficult situations to create, preserve, and recover value.
Our approach is known for being honest, clear, and considered. We provide strategic solutions that cater to a broad range of businesses, from multinational organisations to small enterprises. Our commitment is to deliver expert advice and support, ensuring our clients can make informed decisions and achieve their goals.Working Hours :Monday to Friday 9:00am to 5:30pm, with a 1 hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Act as the first point of contact for enquiries received through the Hub, responding to routine queries from learners, employers, colleagues and external customers or directing enquiries to the appropriate member of staff
Manage the end-to-end administration of learners across Hub activity, including Expressions of Interest, enrolment, learner record creation, Learning Management System (LMS) administration, eligibility documentation and learner communications from enquiry through to programme completion
Set up and maintain course documentation, digital filing structures and programme records, ensuring accurate and compliant record keeping across all Hub activities
Create and maintain Canvas course sites using approved templates, including adding learners and teaching staff, uploading learning resources and creating digital assets such as course banners and graphics
Publish and maintain CPD opportunities on the University's StoreFront and other agreed platforms, monitoring registrations and producing routine reports on learner activity and programme performance
Coordinate meetings, workshops, masterclasses and on-campus delivery, including room bookings, online meetings, catering, attendance registers, learning resources and event logistics
Produce and distribute learner communications, including welcome information, joining instructions, reminders and programme updates, ensuring learners receive timely and accurate information throughout their learning journey
Coordinate programme completion activities, including evaluation surveys, feedback reporting, certificates of completion and digital badge requests, sharing outcomes with academic colleagues and the Hub management team
Maintain accurate CRM, learner and programme data, undertaking routine data cleansing and producing reports to support operational planning, compliance and continuous improvement
Support routine financial administration activities, including purchase requests, financial reconciliation and monitoring expenditure where appropriate
Support Hub communications by producing marketing materials, social media graphics, PowerPoint presentations and maintaining learner information across Canvas Communities and other communication channels
Prepare meeting agendas, minutes and action logs, monitoring progress against agreed actions and supporting effective project delivery
Participate fully in team meetings and contribute positively to the continuous improvement of Hub processes, systems and customer experience
Undertake any other duties appropriate to the grade, working flexibly across the Lifelong Learning & Apprenticeship Hub to support changing priorities, new projects and emerging business needs
Training Outcome:By the end of the apprenticeship, you’ll have the skills, confidence and professional qualification to become a high-performing business administrator. Employer Description:Newcastle University is part of the Russell Group of research-intensive universities. We have over 37,000 students and 6,000 colleagues, giving us a diverse, vibrant and dynamic professional environment. Our UK campus is based in Newcastle city centre and we also have a global presence through our campuses in Singapore and Malaysia. We have a thriving international community of colleagues and students from over 140 countries.Working Hours :Monday to FridaySkills: Communication skills,IT skills,Organisation skills,Customer care skills,Team working....Read more...
As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.
Communicating and engaging with prospects via telephone
Introducing prospects to Cremello’s services in a positive, confident and consultative manner
Sourcing new leads via deep market research and introductory phone calls
Reaching daily call targets
Arrange meetings and appointments with prospects
Training:Business Administrator Level 3.
The apprentice will undertake a structured training programme designed to build a strong foundation in business, sales techniques, and client relationship management.
Training will primarily take place in the workplace at Cremello Currency offices, where the apprentice will gain hands-on experience as part of the sales team. Training Outcome:After completing the apprenticeship, the apprentice would be expected to progress into a permanent full-time Sales Executive/FX Broker role within the business, managing their own portfolio of corporate clients and developing stronger commercial responsibility.
As they gain experience, progression opportunities would include:
Senior Sales Executive/Senior FX Broker
Corporate Relationship Manager
Team Leader or Sales Manager roles
Specialisation within larger corporate accounts and international payments
The apprenticeship is designed to provide long-term career development within the financial services and foreign exchange sector, with ongoing training in sales, client relationship management, compliance, and commercial operations.Employer Description:Bespoke foreign exchange solutions tailored to clientele needs by Industry Professionals. Working Hours :Monday - Friday 8.15am - 5.00pm.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,Patience,Confident....Read more...
Finance Administrator – Maternity CoverClifton Moor, York£29,000 per annum + up to £1,000 annual bonusFull-time, maternity cover until 30 September 2027Monday to Friday, 37.5 hours per weekSite-based – no hybrid workingFlexible working hours:
8.30am – 4.30pm9.00am – 5.00pm
For over 30 years, Autohorn has been helping businesses and drivers across the UK with vehicle leasing, fleet management and mobility solutions. What started as a family business in York has grown into one of the UK's leading independent fleet providers, but we've never lost the friendly, supportive culture that made us successful.As our business continues to grow, we're looking for a Finance Administrator to join our finance team on a maternity cover contract.This is an excellent opportunity for someone with previous finance administration experience who enjoys being organised, working with customers and supporting a busy team.You'll provide day-to-day administrative support across the finance function, taking ownership of a range of customer and internal finance processes and helping to ensure everything runs smoothly and accurately.Although initially a maternity cover position until 30 September 2027, Autohorn is experiencing significant growth and there is a genuine possibility that the role could become permanent as the business continues to develop.DutiesEvery day brings something different. You will:
Answer incoming calls from customers, dealing with finance-related queries or directing them to the appropriate departmentManage the finance mailbox, ensuring customer queries receive timely and appropriate responsesReview and process sundry invoices and payments due from customers, ensuring monies are collected accurately and on timeReview final approvals before vehicles leave site, ensuring all documentation is correct and required payments have been collectedManage the customer refund process following the return of vehiclesWork closely with other members of the finance team to support the accurate and timely management of the customer journey and internal processes
Manage daily file uploads and imports between different systems as requiredWork within Sage to ensure customer accounts are kept up to date and payments are allocated correctly
Skills and ExperienceWe're looking for someone who enjoys working as part of a team and takes pride in delivering a first-class service.You'll ideally have:
Previous experience working within a finance team or finance administration roleExcellent organisational skills and attention to detailStrong written and verbal communication skillsThe ability to prioritise and manage a busy workloadGood Microsoft Office skillsA positive and proactive approach
Experience within automotive, leasing or financial services would be an advantage, but isn't essential. Full training will be provided.Why join us?
£29,000 salary FTEAnnual bonus of up to £1,000Private healthcareCompany pensionFree on-site parkingFree breakfast every morningFresh fruit provided dailyMonday to Friday working – no weekendsFlexible start and finish timesFriendly and supportive teamOpportunity to develop your experience within a growing businessGenuine potential for the position to become permanent
If you're an organised and proactive administrator with finance experience and you're looking to join a growing, supportive business, we'd love to hear from you.Interested? Please apply with your updated CV. INDLSEquals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
What you’ll be doing:
Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
Maintaining membership records on the administration system
Dealing with general and technical queries from members, the employer and the trustees by telephone, email and letter
Supporting in the processing of team workloads, through responding to enquiries, calculating and settling member benefit entitlements, creating and maintaining scheme records and liaising with third parties
Managing workloads to ensure that agreed service standards or targets are met, escalating any concerns
Answering inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken
Collating periodical client information/reports
Contributing to scheme event activities or projects
Developing technical competency by attending technical briefings, understanding benefit structures and using formal scheme documentation
What we are looking for:
Educated to A Level or equivalent
Ability to demonstrate strong numeracy skills
Commitment to completing an apprenticeship qualification
The successful candidate must, by the start of employment, have permission to work in the UK
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team
You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
How you could get there:
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take
Training:
Level 3 Pensions Administrator Apprenticeship Standard
Training Outcome:
Possible progression within the company and progression onto the next level apprenticeship
Employer Description:Broadstone is the Top (Third Party) Pensions Administrator for the 4th successive year.
We are an industry leading financial consultancy offering a wide range of services in pensions, investments, and employee benefits. We have been offering rewarding and challenging careers since 1989, and we pride ourselves in the investment we have made to support people in taking their first steps on the career ladder into a professional role.
Our apprenticeship opportunities will give you the technical skills, qualifications and experience to create a successful and rewarding career within the pensions sector.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.Working Hours :Monday - Friday, 9.15am - 5.30am.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Analytical skills,Logical,Team working,Able to work independently,Willing to learn,Hardworking,Able to prioritise....Read more...
What you’ll be doing:
Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
Maintaining membership records on the administration system
Dealing with general and technical queries from members, the employer and the trustees by telephone, email and letter
Supporting in the processing of team workloads, through responding to enquiries, calculating and settling member benefit entitlements, creating and maintaining scheme records and liaising with third parties
Managing workloads to ensure that agreed service standards or targets are met, escalating any concerns
Answering inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken
Collating periodical client information/reports
Contributing to scheme event activities or projects
Developing technical competency by attending technical briefings, understanding benefits structures and using formal scheme documentation
What we are looking for:
Educated to A Level or equivalent
Ability to demonstrate strong numeracy skills
Commitment to completing apprenticeship qualification
The successful candidate must, by the start of the employment, have permission to work in the UK
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team
You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
How you could get there:
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take
Training:
Level 3 Pensions Administrator Apprenticeship Standard
Training Outcome:
Possible progression within the company and progression onto the next level apprenticeship
Employer Description:Broadstone is the Top (Third Party) Pensions Administrator for the 4th successive year.
We are an industry leading financial consultancy offering a wide range of services in pensions, investments, and employee benefits. We have been offering rewarding and challenging careers since 1989, and we pride ourselves in the investment we have made to support people in taking their first steps on the career ladder into a professional role.
Our apprenticeship opportunities will give you the technical skills, qualifications and experience to create a successful and rewarding career within the pensions sector.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Analytical skills,Logical,Team working,Able to work independently,Willing to learn,Hardworking,Able to prioritise....Read more...
What you’ll be doing:
Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
Maintaining membership records on the administration system
Dealing with general and technical queries from members, the employer and the trustees by telephone, email and letter
Supporting in the processing of team workloads, through responding to enquiries, calculating and settling member benefit entitlements, creating and maintaining scheme records and liaising with third parties
Managing workloads to ensure that agreed service standards or targets are met, escalating any concerns
Answering inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken
Collating periodical client information/reports
Contributing to scheme event activities or projects
Developing technical competency by attending technical briefings, understanding benefits structures and using formal scheme documentation
What we are looking for:
Educated to A Level or equivalent
Ability to demonstrate strong numeracy skills
Commitment to completing apprenticeship qualification
The successful candidate must, by the start of the employment, have permission to work in the UK
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team
You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
How you could get there:
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take
Training:
Level 3 Pensions Administrator Apprenticeship Standard
Training Outcome:
Possible progression within the company and progression onto the next level apprenticeship
Employer Description:Broadstone is the Top (Third Party) Pensions Administrator for the 4th successive year.
We are an industry leading financial consultancy offering a wide range of services in pensions, investments, and employee benefits. We have been offering rewarding and challenging careers since 1989, and we pride ourselves in the investment we have made to support people in taking their first steps on the career ladder into a professional role.
Our apprenticeship opportunities will give you the technical skills, qualifications and experience to create a successful and rewarding career within the pensions sector.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Analytical skills,Logical,Team working,Able to work independently,Willing to learn,Hardworking,Able to prioritise....Read more...
