Financial Services Accounting Jobs   Found 102 Jobs, Page 5 of 5 Pages Sort by: Relevance Date

Sales & Provisioning Apprentice

Engineering Job Allocation: Assign jobs effectively based on customer requirements, ensuring accurate scheduling Customer Contact & Coordination: Liaise with customers to confirm service needs, scheduling, and any additional clarifications required post-sale Clarifying Questions: Use post-sale follow-ups to ensure engineers have the right job details and required equipment Order & Quote Management: Generate and process customer orders and quotes promptly CRM & Systems Management: Maintain and update customer records using Freshsales CRM, InControl for ticketing, and XERO for invoicing and accounting Process Improvement: Identify inefficiencies and recommend improvements to enhance workflow and customer experience Support  Cross functional support between technical and operations Adhoc any other duties as required to fulfil role 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 organisation - ISALES ACADEMY LIMITED Your training course - Business Administrator Equal to Level 3 (A level) Course contents: Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required. Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches' others in the processes required to complete these tasks Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches' others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required Your training plan - Level 3 Business Administration Apprenticeship Classroom sessions are bi-weekly.Training Outcome: An apprenticeship allows you to earn a wage, gain valuable work experience and industry specific competence Potential for full-time employment on successful completion of the apprenticeship Transferable skills that are invaluable in the wider world of work Employer Description:This business is approaching it’s tenth year and is a specialist provider of fully managed connectivity and telecommunications services, providing mobile based (4G/5G/WiFi/Starlink) solutions to customers when traditional fixed line services cannot meet their requirements. Their teams deliver tailored engineering to SME customers across the UK in a multitude of business verticals.Working Hours :Monday to Friday, 9:00am - 5:30pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative ....Read more...

Senior Client Executive

Job Description: Core-Asset Consulting is working with a leading UK-based financial services firm to recruit a Senior Client Executive to join their team in Edinburgh. In this role you will manage a portfolio of clients, overseeing onboarding activities and ongoing investor servicing, while ensuring high standards of accuracy, client service, and regulatory compliance. Essential Skills/Experience: 3–5 years’ experience within a regulated financial services environment Degree qualified or equivalent Good understanding of UK AML regulations Strong analytical skills Excellent attention to detail Strong communication skills Ability to manage multiple priorities and meet deadlines Experience with KYC systems or similar platforms is advantageous Core Responsibilities: Manage a portfolio of clients, supporting day-to-day operational activities Support client and investor onboarding processes in line with established procedures Conduct KYC and due diligence checks, including review of ownership structures and beneficial ownership information Assess client risk profiles and escalate where enhanced due diligence is required Review documentation and processes to maintain accuracy and quality control standards Prepare due diligence reports and assist with investor communications and fund documentation Act as a point of contact for client queries 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: (16444) To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006. At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.   By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy. Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement  Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland. INDPERM ....Read more...