Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
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 tasksTraining: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 rolesEmployer 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 9am to 5pm
Solely on siteSkills: 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...
Finance Business Partner Location: Frankfurt, Germany Salary: €65,000 + bonus Languages: English required (additional languages a plus)Join a leading international hospitality group and take on a key finance leadership role supporting operations across South Germany. This position offers the opportunity to combine strategic business partnering with hands-on financial leadership in a dynamic, multi-site environment.Reporting into senior finance leadership, you will act as a trusted advisor to operational teams while leading the regional accounting function. You’ll play a central role in driving performance, improving processes, and ensuring strong financial governance across the cluster.Key Responsibilities
Lead and develop the regional accounting team, including junior staff and traineesOversee day-to-day finance operations across multiple sites, ensuring alignment with corporate policies and industry standardsAct as a strategic business partner to hotel and operational leadership, providing insights to support decision-makingManage monthly closings, financial reporting, forecasts, and ad-hoc analysisEnsure accurate and timely preparation of monthly and annual financial statementsMonitor and optimise accounts receivable and payable processesAnalyse operational KPIs and implement measures to improve financial performanceOwn and enhance financial systems and tools, driving efficiency and automationCollaborate cross-functionally with departments such as HR, Revenue Management, and OperationsAct as the main point of contact for audits and ensure compliance with relevant regulations and standards
Requirements
Degree in Finance, Accounting, or a related fieldSeveral years of experience in finance within the hospitality sectorProven leadership experience managing and developing teamsStrong understanding of financial operations, reporting, and controllingAnalytical mindset with the ability to translate data into actionable insightsExperience with financial systems and ERP toolsStructured, hands-on, and solution-oriented approachStrong communication skills in English; additional languages are beneficial
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Head of Finance – Commerce
Location: Somerset (onsite)Salary: £70,000 + performance bonus + excellent benefitsSector: multi-channel environments (consumer, retail, or food sectors)
Drive growth. Shape strategy. Lead commercial performance at scale.An exciting opportunity has arisen for an experienced Head of Finance – Commerce to join a fast-growing, multi-channel business operating across eCommerce, retail, wholesale, and production.This is a high-impact, strategic leadership role where finance goes beyond reporting - you’ll act as a true commercial partner, helping shape decisions, optimise performance, and deliver sustainable, profitable growth.The RoleReporting directly to the CEO (Commerce), you will sit at the heart of the commercial operation, acting as a trusted advisor.You’ll take ownership of financial performance, driving margin improvement and embedding strong financial discipline across a complex and evolving business.Key Responsibilities
Own financial performance and margin delivery across all commerce channelsLead pricing strategy, margin governance, and channel optimisationPartner closely with senior leadership to influence commercial decision-makingDrive budgeting, forecasting, and scenario modellingLead weekly trading reviews and performance insightsOversee stock, production finance, and working capital efficiencyDefine and embed key financial and commercial KPIsLead, develop, and inspire a high-performing finance team
Candidate Profile
Proven senior finance leadership experience within consumer, retail, or food sectorsStrong commercial mindset with a track record of improving marginsAdvanced financial modelling and analytical capabilityExperience operating in multi-channel environments (eCommerce, retail, wholesale)Confident stakeholder manager, able to challenge and influence at senior levelQualified accountant (ACA, ACCA, CIMA or equivalent)Hands-on, action-oriented, and comfortable in a fast-paced environment
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Business Controller / Finance Manager – Frankfurt, GermanyLocation: Frankfurt Salary: 75,000 – 85,000Languages: German and English Join a global leader in innovative food packaging and onboard service solutions for a large hospitality business. We are looking for a Business Controller / Finance Manager to lead finance activities for a German entity within an international organisation.This role reports to the Global CFO and works closely with the local management team, playing a key role in both financial operations and business decision-making.You will take full ownership of finance, combining hands-on accounting with business partnering. Acting as a key advisor to the business, you will translate financial data into insights, support performance improvements, and help drive sustainable growth.Key Responsibilities
Manage monthly and year-end closing, ensuring accurate and timely reporting (SAP)Prepare and present financial results to local and group stakeholdersAct as a business partner to operational teams, identifying improvements and cost efficienciesLead budgeting, forecasting, and performance trackingMaintain and improve finance processes, controls, and reporting standardsOversee audits and act as the main contact for external auditorsEnsure compliance with German GAAP, IFRS, VAT, and tax regulationsCollaborate with shared service centres and group finance teamsLead and develop the local finance team
Requirements
Strong experience in accounting and controllingSolid understanding of the full accounting cycle and financial reportingKnowledge of German GAAP and IFRSExperience working in an international or group environment is a plusStrong analytical skills with a hands-on approachConfident working independently and managing prioritiesPrevious leadership or team management experienceFluent in German and English
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Financial Planning ConsultantChester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
We are looking for a motivated and detail-oriented Trainee Paraplanner to join our team. This is an exciting opportunity for someone looking to start their career in financial services. Working closely with our Financial Planners and administrative team, you will support the advice process by undertaking research, preparing suitability reports, and ensuring high standards of compliance and service delivery.
Conduct product and fund research to support advice strategies.
Liaise with providers to gather accurate and up-to-date client information.
Input and maintain client data using back-office systems (e.g., Salesforce, Voyant).
Ensure all recommendations and reports comply with FCA regulations and internal procedures.
Work towards gaining professional qualifications (R01, R02, R03 and J09 and developing knowledge of financial products and planning techniques.
Provide administrative support as needed to ensure smooth client service delivery.
Training:This is a work-based apprenticeship, and you will be supported by a qualified tutor. Training Outcome:For the right candidate this is a fantastic opportunity to become a fully qualified Paraplanner.
This is a career path. For the right candidate, you may also want to further develop your qualifications to become a Financial Advisor and possibly, in the future, become a chartered Level 6 Finance Professional.Employer Description:Ian Bell Wealth Management has been a Partner Practice in St. James's Place since 2006, becoming a Senior Partner Practice is 2018. Our office is situated in the heart of the Derbyshire Dales, in Wirksworth otherwise known as “The Gem of the Peak.” We specialise in face to face advice and can see clients at our office, in their home, or place of work. With recent technology advances, we also offer virtual meetings for clients via various platforms such as Zoom, Teams and FaceTime, making it easier to stay connected in all locations across the country.
Keeping up to date in this industry has always been essential and with the support of St. James's Place, Ian continues to study and his knowledge is regularly tested in the specialist areas on which he advises.
There is no doubt following Brexit and COVID-19 the next few years will pose new situations, some of which may be challenging as inevitably there will be changes in our economy that will impact our lives. The need for ongoing financial advice will be evermore important and we are committed to helping clients, existing and new, to understand what they need to do with regards to savings, investment and retirement planning.
As a business we are constantly looking at ways to improve our social responsibility; Last year we set up a project to consider all ways we operate the business and how it can be run as ethically and sustainable as possible, which we continue to do with improvements made regularly. Working Hours :You will be expected to work from the office between Monday to Friday. The hours will consist of usual office hours and you will get a half hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Providing general administrative support across the business
Managing emails, documents, and internal records
Assisting with scheduling, meetings, and coordination of projects
Supporting the finance team with invoicing, purchase orders, and data entry
Assisting with HR tasks such as onboarding, training records, and compliance
Maintaining accurate records using internal systems
Communicating with suppliers, clients, and internal teams
Training:
Core business administration skills and processes
Financial administration and basic accounting principles
HR processes including recruitment and employee management
Project coordination and organisational skills
Use of business systems and reporting tools
Training Outcome:This apprenticeship is designed to open multiple career pathways, including:
Office / Operations Management
Accountancy (AAT and beyond)
Human Resources (HR support to HR advisor roles)
Project or Business Coordination roles
Employer Description:We are a growing, ISO-certified engineering company specialising in power systems, control panel manufacturing, and the testing and commissioning of electrical protection schemes. Working with leading global switchgear manufacturers, we deliver high-quality solutions across industrial and utility sectors.Working Hours :Monday to Friday between 8am to 5pm.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,Initiative....Read more...
As a Tax Apprentice, you will gain hands-on experience while studying towards a recognised accounting/tax qualification.
Your responsibilities will include:
Assisting with the preparation of Self-Assessment tax returns.
Supporting the preparation of company accounts and Corporation Tax returns.
VAT return preparation and bookkeeping support/payroll.
Liaising with HMRC and clients.
Supporting client onboarding and compliance checks.
General administrative duties within the practice.
Full training and mentorship will be provided.Training:Assistant Accountant Apprenticeship Level 3 - AAT.
This Level 3 programme builds on the foundations for entry level talent to support growth within an Accountancy and Finance function.
Employees on this apprenticeship will ensure an Accountancy and Finance practice performs in the most effective way. It includes the AAT Level 3 Diploma in Accounting and provides the opportunity for them to support the business with essential skills and behaviours to drive results.
You will learn how to prepare financial statements for Sole Traders and Partnerships, the importance of management accounting information, and how to prepare VAT returns. You’ll develop the technical skills to start, or progress, your career in accountancy and this will allow you to continue with your studies onto Level 4.
To pass this level you will need to study the following four units:
Financial Accounting; Preparing Financial Statements (FAPS).
Management Accounting Techniques (MATS).
Tax Processes for Business (TPFB).
Business Awareness (BUAW).
You will also be required to complete an End Point Assessment (EPA), which will include a synoptic assessment and discussion with a supporting portfolio.
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:Depending on ability there is scope to grown into lead advisor.Employer Description:Supportive work environment where everyone matters, managers are approachable, and you have the opportunity to showcase your skills and thrive in your role. We believe every individual brings unique strengths to the table, and we strive to create an atmosphere where employees feel valued, heard, and empowered. Open communication is at the heart of what we do, and managers are always available to offer guidance, feedback, or simply lend an ear.Working Hours :Monday to Friday, 9.00am to 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Our client is a brand-led restaurant group with a loyal customer following and a growing portfolio of sites. With a clear focus on guest experience and disciplined operations, the business is continuing to invest in new openings, menu innovation, and performance improvement across the estate. As part of the leadership team, they are seeking a Finance Director to strengthen commercial decision-making, sharpen site-level insight, and build a scalable finance function to support sustainable growth.The Role Reporting to the CEO and working closely with senior stakeholders, the Finance Director will lead the finance function and act as a strategic partner to the leadership team. The role combines commercial insight with hands-on oversight, supporting site performance, expansion planning, and robust financial governance across the group.Key Responsibilities
Lead the financial strategy, supporting growth across existing sites and new openings
Act as a trusted advisor to the CEO, providing clear commercial insight and challenge
Oversee budgeting, forecasting, and cash flow management across the group
Partner with operations teams on site profitability, labour efficiency, and cost control
Support pricing, margin analysis, and menu profitability
Lead capital planning, funding activity, and relationships with lenders or investors
Build and develop a high-performing finance team
Ensure strong financial controls, governance, and scalable reporting frameworks
Oversee statutory reporting, audit processes, and compliance with accounting standards
Manage tax planning and ensure compliance with all regulatory and statutory requirements
Candidate Profile
ACA, ACCA, or CIMA qualified, with senior finance leadership experience
Background in hospitality, restaurants, or multi-site consumer businesses
Strong commercial mindset with hands-on operational experience
Confident communicator with experience working at leadership and Board level
Proven track record supporting growth, new site openings, or turnaround initiatives
Strong financial modelling and systems capability
Experience in owner-managed or private equity-backed environments is advantageous....Read more...
To develop excellent foundations in the skills, technical knowledge, and qualifications that you will need to develop a successful career in employee benefits as well as providing exceptional service to our clients.
This is achieved by supporting all aspects of the relevant Department’s needs that a successful candidate will join, such as:
Support the setup and ongoing management of clients and benefit arrangements on the Connect Platform
Handle reporting requirements, platform queries, and provide training to the Client Advisor Team
Manage enrolment windows, including project planning, platform updates, documentation, and client communication
Assist Consultants with demos, meetings, and on‑site support when required
Maintain accurate records, follow internal processes, and ensure documents are stored correctly
Liaise with insurers, clients, and internal teams to resolve queries and support day‑to‑day operations
Contribute to team projects, meet deadlines, and provide consistently strong customer service
Participate in meetings, share ideas for improvement, and support the company’s Vision & Gameplan
In addition there will be a requirement to actively participate in all learning opportunities that are provided. Training:Financial Services Administrator Level 3 Apprenticeship Standard:
Training takes place in the workplace and virtually over Teams
Occasional travel to other offices may be required during onboarding for central training
Training Outcome:
There are a number of routes available to progress and establish a life-long career with us at Verlingue
Employer Description:Verlingue is an independent and family-owned business that aims to be a valued long term risk management partner for our clients. We have particular expertise in designing and placing corporate insurance and employee benefits programmes for our clients.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative....Read more...
This is a telephony-based role where you’ll:
Support customers over the phone in a friendly, professional way
Resolve queries and process a wide range of transactions accurately
Use multiple systems while keeping quality and customer experience high
Help customers understand HSBC products and digital banking options
Build your skills through structured learning and feedback
Training:Alongside your role, you’ll complete the Level 3 Senior Financial Services Customer Advisor Apprenticeship.
What to expect:
Dedicated off-phone study time each week
A portfolio of learning and assignments to complete
Observations and feedback from a Talent Coach
A programme typically completed over 12–18 months (role commitment required for 18 months)
We’ll set you up properly before you’re fully live with our customers.
Training programme: up to 15 weeks in an academy setting, learning how best to support our customers
Training hours: Monday to Friday, 9am–5pm
Training location: 100% office-based for the duration of the academy
You’ll take your first live calls with support from a peer coach
Training Outcome:This apprenticeship is designed as a paid entry point into a career in finance, with no prior experience needed — you’ll learn on the job through structured training, real work and ongoing support. On completion, you’ll be well placed to explore a range of next steps, including applying for internal roles or further development opportunities within HSBC.Employer Description:HSBC is one of the largest banking and financial services organisations in the world, serving over 40 million customers globally. We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and helping people fulfil their hopes and ambitions. To help achieve this, we want to recruit talented individuals from all walks of life who share our vision.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC UK is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.
At HSBC Group we look to enable our employees to better balance their work / life priorities
and have the flexibility required to meet challenging needs as they progress through different
life stages.
Where possible we will consider the following flexible working options: part-time working, job
sharing, term-time working, and working from home and staggered hours. If in considering a
role with HSBC, you have a need for some flexibility in your working arrangements, please
discuss this with the recruitment team in the early stages of the application process.
As a business operating in markets all around the world, we believe diversity brings benefits for our customers, our business and our people. This is why HSBC Group is committed to being an inclusive employer and encourages applications from all suitably qualified applicants.Working Hours :Ability to commit to a minimum of 60% office-time per week (following completion of initial training).
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Non judgemental,Patience....Read more...
Job Description:
Our highly regard client in Glasgow is seeking to appoint a Legal Counsel who is experienced in banking and finance (in particular, corporate bilateral, syndicated lending, structured lending such as real estate finance, cash management etc.)
This role sits within a well-established function supporting activities and transactions across the UK and EMEA. The successful candidate will provide high-quality legal advice, support complex transactions, and work closely with key stakeholders across the business.
Essential Skills/Experience:
Qualified lawyer (England or equivalent) with strong experience in banking and finance law
Demonstrable experience across corporate and structured lending transactions
Strong understanding of the legal and regulatory framework relevant to financing within a banking environment
Excellent drafting, negotiation and analytical skills
Strong communication skills with the ability to deliver clear, practical legal advice
Proven stakeholder management and relationship-building capabilities
Ability to manage multiple priorities effectively in a fast-paced environment
Core Responsibilities:
Provide clear, commercially focused legal advice on a wide range of financing matters
Support corporate lending transactions, including bilateral and syndicated facilities, as well as structured finance (real estate, fund, infrastructure and leveraged finance)
Draft, review and negotiate legal documentation, including facility agreements, intercreditor agreements, security documents, term sheets and legal opinions
Build and maintain strong relationships with internal stakeholders, acting as a trusted advisor
Contribute to legal policy development, governance processes and risk management
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: (16445)
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
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JOB DESCRIPTION
BUILD YOUR FUTURE WHILE YOU HELP BUILD A BETTER WORLD!
Tremco Construction Products Group brings together Roofing & Building Maintenance, Commercial Sealants, Waterproofing divisions, Dryvit, Nudura and Willseal brands, Prebuck LLC, Weatherproofing Technologies, Inc., Weatherproofing Technologies Canada and PureAir Control Services, Inc.
Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America.
If you're looking for a place to build a career and a life, with great benefits, advancement opportunity, technology, people and a commitment to a sustainable future, you've found it with us.
PROJECT ADMINISTRATOR
This is a hybrid position (working both remote and onsite in Beachwood), and will support our Eastern Division.
GENERAL PURPOSE OF THE JOB:
Project Administrators play a crucial role in ensuring the smooth execution and success of projects by providing essential administrative support in collaboration with Construction Managers and Field Representatives throughout various project phases. Specifically, the Business Operations Project Administrator is tasked with managing and coordinating all administrative aspects for an array of project types. This includes services like Patch and Repair, Patch and Repair Plus, General Contracting, Safety Patch and Repair, Building Envelope services, IAQ Services (both standalone and integrated with General Contracting), Job Site Inspections, Roofing Advisor Days, Consulting, Diagnostics, TRACE, ACT, and several emergency repair services.
Key responsibilities encompass managing contractor payables, handling customer billings and receivables, ensuring compliance with standards and policies, applying book pricing and WTI documentation policies, overseeing commission and discounting policies, processing change orders, document management, financial data entry, and coordinating communications with Field Resources and Customers as required.
Success in this role requires a high level of professionalism, strong organizational and prioritization skills, effective time management, and proficiency in relevant technology and software. Excellent interpersonal, written, and oral communication skills, coupled with meticulous attention to detail, accuracy, and a self-motivated attitude, are vital. The administrator must work effectively both independently and as part of a team, demonstrating the ability to collaborate with customers, field staff, and various internal stakeholders.
This position involves regular interaction with multiple departments and teams, including General Services, General Contracting field operations, Field Representatives, Business Operations, IT, Finance/Accounting, Warranty, Tremcare, Sales, Accounts Payable, Credit, and Products. Given the dynamic and fast-paced nature of the role, flexibility and adaptability are essential, as the Project Administrator must navigate and respond to evolving project requirements and organizational needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
The Project Administrator plays an integral role in the project lifecycle by validating, organizing, and ensuring compliance for all project documentation and financial processes. Upon receiving SAP Sales Order information from Customer Service Representatives, the administrator confirms all compliance requirements based on the WTI Price Book Policy/Procedures and Contract Management Policy, completing checklists to ensure data accuracy and completeness. Key responsibilities include managing critical project documents, such as vendor applications, subcontracts, purchase orders, Master Service Agreements, specifications, certificates of insurance, payment and performance bonds, prevailing wage rates, certified payroll reports, and state-specific compliance documentation. Project Administrators also facilitate and manage compliance submissions as needed.
This role includes dispatching service orders to WTI Technicians, tailored to the specific project type. For General Contracting projects, the administrator provides WTI Superintendents with essential service orders and field report links to streamline daily reporting. Additionally, they maintain a comprehensive tracking spreadsheet for all projects, providing up-to-date project insights.
Throughout each project, the Project Administrator coordinates with Construction Managers, Field Representatives, field technicians, customers, and management to ensure seamless operations. Project management duties cover tracking time and expenses, managing payables over 30 days, monitoring plan versus actual costs, verifying that all documents (such as bonds, insurance, and submittals) are submitted and approved, ensuring costs align with budget expectations, and validating all projects older than 90 days.
This role includes preparing customer invoices with accuracy and timeliness, adhering to book pricing, time and materials (T&M), not-to-exceed (NTE) limits, lump-sum pricing, and customer-specific billing requirements. Project Administrators must understand and apply WTI's commission and discount policies when processing invoices across both General Contracting and General Services. They also review projects for job closeout audits, updating planned versus actual costs, and completing a job closing checklist for final approval.
The Project Administrator is essential to ensuring that WTI's policies and procedures are followed precisely, maintaining accurate financial data for reporting at month-end, quarter-end, and fiscal year-end. This role requires a comprehensive understanding of WTI's operational, financial, and compliance frameworks to support accurate project execution and reporting.
OTHER REQUIRED DUTIES:
Project Management within the following technology platforms, Salesforce, e-Builder, RoofSnap, OLI, Smartsheet, WTI Quick Price App, Concur
Hours to Day Conversions
Calculating Market Price
Weekly backlog meetings
Review and resolve customer disputes
Manage tech service expenses
Assist with travel and hotel arrangements for maintenance and repair routes
Coordinate larger supply and equipment purchases, arrange pickup, payments and cost allocation
Coordinate material orders
Review and process Readsoft workflow items
Monitor daily, weekly and monthly reports
Customer/Vendor Billing Portals
Bi-weekly Project Review Meetings
Payment Reconciliation
Report low margin jobs
Facilitate effective communication
Process Implementation Reviews
Assist in the preparation of project presentations, reports, and other project-related materials
Problem Solving
Conflict Management
Escalation of concerns and issues
Archive Project files as necessary
Participate in special projects when necessary
EDUCATION:
Business Management/Administration or equivalent combination of education and experience.
EXPERIENCE:
4-7 years related experience and/or training
Project Administration/Management, Construction Accounting, Sarbanes-Oxley, public procurement or job order contract, prevailing wage
OTHER SKILLS AND ABILITIES:
Ability to handle multiple tasks, prioritize effectively, and manage time efficiently.
Keeping records, documents, and project files organized and easily accessible.
Excellent written and verbal communication skills to interact with team members, stakeholders, and clients.
Proficiency in project management software, as well as standard office applications like Microsoft Office (Word, Excel, PowerPoint).
Capacity to identify potential issues early on and proactively seek solutions or escalate problems as needed.
Ability to think critically and adapt to changing project conditions.
Understanding of project budgets, cost tracking, and financial reporting.
Ability to assist with financial documentation, such as purchase orders, invoices, and expense reports.
Strong time management skills to handle project deadlines and ensure timely task completion.
Ability to manage time effectively in a fast-paced environment.
Ability to work well with a diverse group of people, from team members to external vendors.
Skill in fostering a collaborative, respectful work environment.
Strong focus on meeting the needs of clients and stakeholders, understanding project requirements, and keeping them updated on project progress.
Ability to resolve conflicts and keep the team working toward common goals.
Handling disputes diplomatically and maintaining positive relationships among project team members.
Knowledge of State prevailing wage, DB and SCAThe salary range for applicants in this position generally ranges between $60,000 and $66,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) with company match, Company Pension Plan, Performance Based Commission, and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities
Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information
About You
Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable)
Additional Requirements
Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years
Screening QuestionsPlease ensure your CV demonstrates:
Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel
Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Technical Sales Advisor - Heating ProductsSalary £25,000 to £34,000 basic + benefits (depending on experience)Home Based – must live in Yorkshire (for occasional meetings and training)Monday to Friday, between the hours of 9:00am to 5:30pmAbout the CompanyOur client is a small, friendly, home-based team with global ambition, based in Huddersfield. They are recognised as a market-leading supplier of saunas, steam rooms, and a wide range of wellness and heating-related products for both domestic and commercial use.Following a period of strong growth, their aim is to become a leading online supplier within the health, wellness and leisure sector.The RoleThis role would suit someone with a background in heating, plumbing, renewables or technical product sales support (for example a heating engineer, or someone who has supported customers with technical products).This is a product-focused role, supporting customers purchasing physical heating and wellness products – not IT or software support.You will be advising customers on product suitability, specifications and basic setup, as well as supporting the sales process from enquiry through to order completion.Key Responsibilities
Managing incoming customer enquiries via phone and emailAdvising customers on product suitability, specifications and basic setupPromoting and selling the company’s range of heating and wellness productsIdentifying the right products for customer needs and upselling where appropriateProcessing customer orders accuratelyMaintaining CRM systems and managing sales pipelinesSupporting general sales administrationAssisting with improving and optimising product ranges onlineAdding and maintaining products on the website (Magento), including descriptions, images and pricingLiaising with warehouses and shipping providers to manage deliveries, including international shipmentsChecking supplier invoices and identifying discrepanciesManaging stock levels and placing orders with manufacturersMonitoring competitor pricing and market trendsSupporting website content including blogs and product information
About You
Experience in a technical sales support, internal sales or product advisory roleBackground in heating, plumbing, renewables or similar technical products (preferred)Experience supporting customers purchasing physical products rather than servicesConfident advising on product specifications and suitabilityStrong customer service and communication skillsOrganised, proactive and able to work independentlyComfortable working in a home-based environmentHigh attention to detail and strong administrative skillsGood level of numeracy and written EnglishConfident using Microsoft Outlook and ExcelExperience with CRM/ERP systemsExperience managing website content (Magento or similar platforms desirable)
Additional Requirements
Dedicated home office space with reliable broadband and minimal background noisePrevious experience working from home is advantageousA stable work history, with the majority of roles lasting 2+ years
Screening QuestionsPlease ensure your CV demonstrates:
Longevity in previous roles (typically 2+ years)Experience working from homeUse of CRM systems and managing sales pipelinesExperience adding products to websites and managing product listingsUnderstanding of pricing and marginsExperience optimising product ranges onlineExposure to online marketplaces (e.g. eBay, Amazon, Linnworks)Proficiency in Microsoft Outlook and Excel
Additional InformationDue to the financial nature of the role, references and background checks will be required in line with GDPR and insurance requirements.This role has previously been advertised. Please do not reapply if you have already been considered. INDLS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
