It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!
Answer phone calls, emails ensuring clear and professional communication to clients and providers.
Prepare agendas and materials for meetings and take minutes if required.
Organise and schedule meetings for our Mortgage and Protection Advisor.
Maintain databases and ensure records are up to date and easily accessible.
Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies.
Greet visitors and clients, making sure they are attended to promptly.
Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts.
Updating clients on the status of their mortgage applications and any required documentation.
Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
Perform other duties as required to ensure the office runs office runs efficiently.
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)Training Outcome:Further courses available after completion
Opportunity to trained to become a mortgage and protection advisorEmployer Description:KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.Working Hours :Monday – Friday 9am -5.30pm
37.5 hours per week
60 minutes lunch breakSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills....Read more...
Chief Financial Officer Location: ScotlandWe are partnering with a well-established and growing leisure business to appoint a Chief Financial Officer who will play a pivotal role within the executive leadership team.Reporting directly to the CEO, the CFO will be responsible for shaping and delivering the organisation’s financial strategy, ensuring robust financial performance, governance, and long-term value creation across the portfolio. Working closely with senior stakeholders, the successful candidate will provide strategic insight to support commercial decision-making, investment opportunities, and sustainable growth initiatives.The role will oversee all aspects of the finance function, including financial reporting, budgeting, forecasting, cash flow management, financial controls, compliance, and risk management. As a key member of the leadership team, the CFO will act as a trusted advisor, driving operational excellence and supporting the achievement of business objectives.This confidential opportunity is ideally suited to an accomplished CFO or Finance Director with strong commercial acumen and a proven track record within asset-intensive, multi-site, or consumer-facing environments. The successful candidate will combine strategic vision with hands-on leadership and the ability to influence at board level.....Read more...
The apprentice will be responsible for all aspects of mortgage research and administration. The aim will be for the apprentice to qualify as a mortgage advisor within 3 years and support the practice with mortgage advice and applications. Other general administration work relating to the practice’s financial advice activities will also be part of the role.
Conduct detailed mortgage research, including sourcing suitable products from lenders based on client profiles, affordability, and regulatory criteria
Prepare and process mortgage applications, ensuring all documentation is accurate, complete, and compliant with lender and FCA requirements
Liaise with clients, lenders, solicitors, and underwriters to track application progress and resolve queries efficiently
Maintain and update client records and case management systems in line with data protection and compliance standards
Support qualified advisers by gathering client information, producing illustrations and assisting with suitability documentation
Carry out general administrative duties for the practice, such as scheduling appointments, managing correspondence, and supporting wider financial advice activities
Training:
You will access your training online from the employers site address
Training Outcome:
Aim is for successful candidate to qualify for mortgage advisor within 3 years to pursue an advisory role in the practice to aid clients in obtaining mortgages and develop the practice’s mortgage proposition further
Employer Description:Having worked for the largest banks on the High Street and large IFA Practices over the last 18 years, Principal of Stoneacre Financial Planning Hugo decided he wanted to offer a more tailored and bespoke service putting the client at the heart of everything he does.
After considering feedback from past clients, who were always disheartened with sudden changes of advisers after only just getting to know them and not building any sort of relationship with them. He wanted to able reassure clients that he would be there for them when they needed him. He therefore aims to build long standing and trusted relationships with all of his clients from the start of their journey together.Working Hours :Monday– Friday, 8:30am to 4:30pm,1 hour lunch break.Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
Provide administrative support to financial advisor and other team members
Assist with processing client documentation and maintaining accurate records
Handle client queries by phone, email, or in person in a professional manner
Ensure compliance with financial regulations and internal policies
Support with preparing reports, client reviews, and other documentation
Update CRM and database systems with client and transaction information (Full training will be given)
Liaise with product providers to obtain policy information or updates
Maintain confidentiality and accuracy in all tasks
Training:You will work towards your:
Financial Services Administrator Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training. Training Outcome:Following this, the career routes could include paraplanning, operations or client facing advice roles.Employer Description:Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individualWorking Hours :Monday - Friday, 9.00am to 5.00pm.
Solely on site.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
As a Business Admin Apprentice, you will work closely with the team to support daily operations. Your main duties will include:
· Handling inbound enquiries via phone, email, and web chat.
· Checking initial eligibility for various debt solutions.
· Inputting and managing client information on internal systems.
· Following up with potential leads and gathering required documentation.
· Supporting the admin and advisor teams with general office tasks.
· Delivering excellent customer service and maintaining confidentiality at all times.
· Learning and understanding the financial products we offer to support client queries.
This is a fantastic opportunity for someone looking to grow in a professional, customer-focused environment.Training:· Business Administrator Level 3 Apprenticeship Standard
· Training delivered by Rochdale Training via on-site visits
· Monthly Training 1:1s with a qualified trainer to support development and progressionTraining Outcome:· Opportunity for a full-time role upon completion
· Potential progression to an advisor role
· Ongoing personal development and support with further qualificationsEmployer Description:The Debt Advice Service provides confidential and professional debt advice, helping individuals regain control of their finances. We pride ourselves on a client-first approach and offer tailored debt solutions. This is a great opportunity to join a growing, supportive team and build a career in a meaningful industry.
https://www.debtadviceservice.co.ukWorking Hours :40 Hours per week, Monday to Friday, 9 to 5.30.
Shifts to be confirmed at interview.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working....Read more...
You will gain hands on experience within our team, supporting a range of clients while studying towards the AAT qualification. This is an excellent opportunity for someone keen to build a long term professional career, with structured training, support, and clear progression opportunities specialising in either tax or accounting.
Overview
Support the accounting and tax team in delivering high-quality financial services to clients
Gain practical experience across accounting, taxation, and business advisory functions
Develop technical skills in accounting software, financialreporting, and compliance
Accounting & Bookkeeping
Assist in maintaining accurate financial records for clients
Process invoices, receipts, and bank transactions
Reconcile bank accounts and control accounts
Support preparation of management accounts andfinancial statements
Taxation
Assist with preparation of personal and corporate tax returns
Gather and organise client information for tax compliance
Conduct basic tax calculations and schedules
Support VAT return preparation and submissions
Research & analysis
Conduct research on accounting standards and tax regulations
Analyse financial data to support client advisory work
Assist in preparing reports and summaries for client meetings
Compliance (AML/KYC)
Support Anti-Money Laundering (AML) and Know Your Client (KYC) procedures
Assist with client onboarding and identity verification
Maintain compliance documentation and records
Monitor and escalate any compliance concerns
Reporting & Communication
Report progress and findings to managers and partners
Assist in preparing internal and client reports
Communicate professionally with clients via email and phone
Attend team meetings and contribute to discussions
Training:Day Release at Royal Leamington Spa College.Training Outcome:After successful completion of Level 2 in the first year the intention is that individuals progress to Level 3 and Level 4 for AAT qualification in future years. Beyond that progression is available to Level 7 Chartered Accountant and / or Chartered Tax Advisor.Employer Description:Larkstoke Advisors is a boutique professional services firmfocused on providing UK tax advice and accounting services toalternative asset managers.Working Hours :Monday – Friday
08.30 – 17.00 (7.5hrs per day with 1 hr lunch break).
100% office-based with day release to college.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
This role focuses on coordinating onboarding and probation processes, maintaining HR systems and records, and supporting day-to-day HR operations with accuracy and efficiency.
To provide pro-active administrative support to the team, including but not limited to:
Liaising with line manager on the timely co-ordination for all staff of mid and end of probation meetings and the issuing of appropriate documentation
Preparing HR correspondence, using DocuSign where appropriate e.g. probation completion letters and reference requests
In conjunction with the HR Coordinators and HR Advisor, organising the Insights programme for work experience students
Uploading headshots to Workday and HR pages on the intranet
Running Workday reports: weekly headcount report; weekly contact details report and ad hoc reports
Monthly updates to organisational charts, including New Starter tab on intranet
Prepare Induction schedules for new joiners and arranging buddies and supervising partners
Assisting Senior HR Manager and HR Advisor with various HR audits, including medical questionnaires in NetDocs
E-filing including creating new staff files
Saving completed medical questionnaires from new starters in the relevant employee NetDocs folder
Scanning and shredding physical employee files
Ordering staff gifts, new baby hampers, flowers, etc.
Preparing invoices for payments and completing invoice tracker
Managing the HR inbox and directing emails to the appropriate team members
May be required to support both the recruitment and professional development teams during busy periods
Ad hoc project work as required
Training:BPP apprenticeship training programmes are delivered virtually by our fully qualified and industry-experienced training team. Using their expert knowledge, we’ve purposefully built our programmes around the real-world use of modern technology, so that the skills we create can be directly applied in the workplace.
Throughout the apprenticeship learners receive coaching, help and guidance from a dedicated team who are there to ensure they get the most from their work experience.Training Outcome:
This will be a temporary role- 18 month contract
Employer Description:Milbank LLP is a leading international law firm providing innovative legal solutions for more than 150 years, to a client base spanning the both public and private sectors, including governments, state-owned enterprises, sovereign wealth funds, export credit agencies, development banks and multilateral institutions, as well as private companies, lending institutions, private equity firms, hedge funds, institutional investors and financial institutions located around the globe who seek guidance on their most important and complex matters.
Milbank’s 1,000+ lawyers (including 229 partners) and over 1300 business service professionals are headquartered in New York and 10 other offices across the US, Europe and Asia, Milbank is the market-leader across multiple disciplines and practice areas, including Financial Restructuring, Project, Energy & Infrastructure Finance, Transportation and Space, Leveraged Finance, Alternative Investments, Corporate Finance and Securities, Corporate/M&A, Real Estate, Intellectual Property, IT & Outsourcing, Litigation and Arbitration, Tax and Executive Compensation, and Benefits.
Milbank London has around 360 staff comprising of 250 lawyers (including 46 Partners) and is now Milbank’s second biggest office.
At Milbank LLP we are committed to treating all our people fairly and with dignity and respect. We recruit and develop our people based on their experience, abilities and qualifications, without regard to age, disability, gender reassignment, marriage/civil partnership, pregnancy/maternity, ethnicity, religion/belief, gender, sexual orientation or socio-economic background.Working Hours :Monday to Friday, 9.30am- 5.30 pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Numerical skills,Word and Excel,Interpersonal skills,Written communication skills,Able to meet deadlines,Proactive,Self-motivated mindset,Adaptability,Willingness to learn....Read more...
As part of a busy team in our tax department, you will be involved in:
Helping clients to understand the tax legislation and how it applies to them and their business
Assisting clients to be compliant with current HMRC regulations and including preparing computations for companies for tax to be included in their end of year accounts
Finalising their computations and Corporation Tax Return, CT600 for filing with HMRC
Preparing tax returns for personal, trusts, executive pension schemes and partnerships
General compliance including pre year end tax planning, employee benefit reporting, ensuring time limits are met and billing
For the owner managed businesses we also ensure that the director/shareholders are also tax compliant which includes preparing their personal tax returns
Tax planning advice and assisting with consultancy projects
Ensuring the firms procedures on annual tax cycles are complied with
Discussing clients matters with the client and with HMRC
Assisting other group members in professional work
Training:
Professional Accounting Taxation Technician Apprenticeship Level 4 - ATT
A key role within any accountancy and finance function, individuals undertaking this apprenticeship will hone their ability to create, verify and review accurate and timely financial information
This apprenticeship can suit a variety of financial functions as there are a range of qualifications available to suit your organisation.
The ATT qualification gives you the knowledge and practical skills to work in tax compliance. After qualifying, you can progress onto CTA and become a chartered tax advisor
The ATT syllabus follows a modular structure, which consists of two core certificate papers and four optional certificate papers, allowing you to specialise in your own area of interest or expertise. You must also complete three computer-based exams (Law, Professional Responsibilities & Ethics and Accounting)
Compulsory units include:
Personal Taxation (PT)
Business Taxation (BT)
Optional units include:
Business Compliance (BC)
Corporate Taxation (CT)
Inheritance Tax, Trusts & Estates (IHTTE)
Value Added Tax (VAT)
You will also be required to complete an End Point Assessment (EPA), which will include a role simulation exam and portfolio with reflective statement.Training will be provided by attending either face-to-face classroom based lessons or Live Online.
An apprenticeship has to be relevant to the job you are undertaking and you must dedicate time to off the job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship.Training Outcome:
Future progression available for the right candidate
Employer Description:At Cartwrights we recruit high calibre people with the skills, knowledge and commitment to meet the demands of the business. If you have good A-level results (or equivalent) then you could be ready to start a career supported by professional training both with external bodies and on the job experienceWorking Hours :Shifts to be confirmedSkills: Communication skills,Attention to detail,Analytical skills....Read more...
