Principal Finance Officer Local Authority Hull Hull Monday to Friday 09:00-17:00 (37.5 Hours per week) Contract Role – 4 Months initially (Potential for Extension) £25-30ph Dependent on ExperienceJob PurposeManages and provides financial input to the strategy for Assistant Directors in line with Service plans. Leads the provision of financial support and guidance to Assistant Directors and their staff to ensure statutory requirements for financial management and accountability are met and projects are delivered in line with financial regulations and deliver value for money for the local authority. Identifies strategic financial opportunities through funding regimes or partnership opportunities to deliver services for Services differently to secure improved value for money.Works alongside other finance staff and with colleagues from other services to provide coordinated customer focused support to deliver the objectives and priorities of Directorates. Acts as the co-ordinating officer for Business Finance – manages the processes around assessing and prioritising existing and incoming demands and allocating tasks to particular finance staff at certain levelsKey Responsibilities:Strategic Leadership: Provide financial management direction to Assistant Directors, developing timely financial information to influence strategic objectives. Develop and deliver accurate, timely financial information and analyses to facilitate informed decision-making. Identify innovative financial opportunities that enable service delivery improvements while ensuring quality and effectiveness.Performance Management: Foster a culture of continuous improvement and implement performance frameworks for finance staff. Implement and manage a performance improvement framework to enhance the capabilities and effectiveness of finance staff.Project Support: Provide ongoing advice and support to Services and Directorates on financial management practices, helping to implement improved systems and processes. Prioritise resource allocation for major projects, ensuring comprehensive financial monitoring and control measures are in place to maximise value for money.Financial Governance: Advise on financial management and ensure compliance with statutory standards, reporting to senior management. Ensure compliance with statutory financial standards and responsibilities, delivering regular reports on revenue positions and financial performance to senior management.Strategic Advice: Offer proactive financial guidance and interpret legislation affecting directorates. Interpret relevant legislation and provide guidance on financial issues impacting services, including consultation proposals and funding opportunities.Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If this role is of interest, please just respond to this advert with an up to date copy of your CV or call Jake on 01772 208969....Read more...
This is a fantastic graduate sales development opportunity for a highly driven and articulate candidate looking to break into financial services industry. Step into the future of financial advisory services with an innovative company that has redefined investment management. This firm is recognised internationally for its commitment to quality, innovation, and technology in the financial advisory sector. They provide a multi-layered investment proposition, focusing on independent investment management and leveraging cutting-edge technology to enhance advisory services. Job Overview: We are seeking a Graduate Sales Development Representative to join our London team. This role is ideal for an ambitious graduate looking to kickstart a career in sales within the financial services industry. You will be at the forefront of our business development efforts, helping to expand our reach and influence within the financial advisory community. Here's what you'll be doing:Generating new business opportunities by identifying and qualifying potential leads for the senior sales team and directors to get over the line. Engaging with prospective clients to introduce them to our unique investment management solutions.Collaborating with the marketing team to refine outreach strategies and implement sales campaigns.Conducting market research to stay informed about industry trends and competitor activities.Participating in training and development sessions to enhance your sales techniques and financial product knowledge.Here are the skills you'll need:A degree in Business, Finance, or a related field.Excellent communication and interpersonal skills.Strong organisational and time-management abilities.A proactive mindset and eagerness to take on new challenges.Ability to work effectively in a team-oriented environment.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:A starting salary of £30,000.Comprehensive training program tailored to your professional growth.Opportunities for career advancement within a rapidly growing international company.Access to cutting-edge tools and technologies in financial services.Involvement in a company culture that values innovation and employee contribution.Embarking on a career as a Graduate Sales Development Representative in the financial services industry offers a dynamic and rewarding pathway. You will be part of a sector that is at the forefront of combining financial expertise with technological advancement, providing you with the skills and experiences necessary to excel in the modern economic landscape. This opportunity not only allows you to develop a robust understanding of financial markets but also equips you with critical sales and business development skills that are highly valued across industries.''....Read more...
Controller - Responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting and controls functions for the organization, including legal entity, financial and regulatory, as well as product valuation; and provide this expertise to strategic and ongoing technology and operational process improvement initiatives. The different types of Controller roles consist of Legal Entity Controller, Financial Controller, Product Controller, Valuation Controller, Treasury Controller, Investor Services Controller, Global Controller, and Bank Controller.
Financial Analysis - Create meaningful analysis and reporting in support of our businesses. Coordinate with partners across the firm to provide financial and strategic analysis, creation, oversight and coordination of financial planning and forecasting.
Program Management - Contribute to programs that are large scale and comprised of multiple projects and workstreams. Initiatives drive cross line of business or firm-wide agendas for implementation of new regulations, standards or policies.
Business Management - Help to drive business strategy and growth, manager business risks and optimise performance and planning across a variety of functional groups.Training Outcome:Top performing Apprentices have the opportunity to be promoted to Analyst level after a 1 year tenure at the firm. After completing the 2-year Apprenticeship Program, high-performing Apprentices will also have the opportunity to join the Global Finance and Business Management Graduate Program. The Graduate Program provides an opportunity to undertake 3 one-year rotations within Finance and Business Management, whilst completing the CIMA qualification. It also provides further opportunity for top performers to promote to Associate level.Employer Description:JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here’s where we stand today:
· We are a leading global financial services firm with assets of $2.6 trillion.
· We have a presence in over 100 markets.
· We have over 250,000 employees.
· We serve millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients.
· We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
· Our stock is a component of the Dow Jones Industrial Average.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Data analysis,Passion for accounting,Willingness to learn,Can-do attitude,Collaborative work environment,Highly motivated....Read more...
Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).Employer Description:We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgagesWorking Hours :Monday to Friday 09:00 – 17:00, 60 minutes lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working....Read more...
A Services Quantity Surveyor is required in Dublin to manage costs and financial control for large-scale social housing PPP projects, focusing on building services and ensuring value for money. Location: Dublin, Ireland Salary: €50,000 - €70,000 per annumDuties:
Prepare and manage cost estimates, budgets, and financial reports for M&E services on PPP projects
Track expenditures, handle variations, and ensure accurate cost control aligned with project goals
Conduct tendering and procurement processes to secure value-driven contracts and ensure compliance
Maintain detailed financial records and provide regular updates to the project team
Qualifications Required:
3-7 years in quantity surveying with experience in building services for social housing PPP projects preferred
Degree in Quantity Surveying, Construction Management, or related field
Proficiency in budgeting, cost analysis, and contract negotiation
Interested candidates: Please send your most up-to-date CV. We will contact you once shortlisted.....Read more...
Controller - Responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting and controls functions for the organization, including legal entity, financial and regulatory, as well as product valuation; and provide this expertise to strategic and ongoing technology and operational process improvement initiatives. The different types of Controller roles consist of Legal Entity Controller, Financial Controller, Product Controller, Valuation Controller, Treasury Controller, Investor Services Controller, Global Controller, and Bank Controller.
Financial Analysis - Create meaningful analysis and reporting in support of our businesses. Coordinate with partners across the firm to provide financial and strategic analysis, creation, oversight and coordination of financial planning and forecasting.
Program Management - Contribute to programs that are large scale and comprised of multiple projects and workstreams. Initiatives drive cross line of business or firm-wide agendas for implementation of new regulations, standards or policies.
Business Management – Help to drive business strategy and growth, manager business risks and optimise performance and planning across a variety of functional groups.
Training:Working towards a Level 4 Professional accounting or taxation technician apprenticeship standard, delivered by BPP.Training Outcome:Top performing Apprentices have the opportunity to be promoted to Analyst level after a 1 year tenure at the firm. After completing the 2-year Apprenticeship Program, high-performing Apprentices will also have the opportunity to join the Global Finance and Business Management Graduate Program. The Graduate Program provides an opportunity to undertake 3 one-year rotations within Finance and Business Management, whilst completing the CIMA qualification. It also provides further opportunity for top performers to promote to Associate level.Employer Description:JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here’s where we stand today:
· We are a leading global financial services firm with assets of $2.6 trillion.
· We have a presence in over 100 markets.
· We have over 250,000 employees.
· We serve millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients.
· We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
· Our stock is a component of the Dow Jones Industrial Average.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Data analysis,Passion for accounting,Willingness to learn,Can do attitude,Collaborative environment,Highly motivated....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Harper May is partnering with a leading financial services company, known for its clear growth strategy and strong focus on customer outcomes. They are currently seeking an experienced and dynamic Head of Financial Reporting to join their team. This is a fantastic opportunity for a driven individual to advance their career in a forward-thinking and supportive environment.As the Head of Financial Reporting, you will be responsible for overseeing the financial reporting function, ensuring compliance with UK GAAP/IFRS, and maintaining robust internal controls. You will play a pivotal role in the preparation of consolidated accounts, regulatory reporting, and financial analysis, while managing a small team and driving process improvements to enhance efficiency and accuracy.Key Responsibilities:
Preparation of monthly management accounts, investor reports, data tapes, and MI packs, ensuring accuracy and compliance with UK GAAP/IFRS.Manage and establish internal controls over financial and regulatory reporting processes.Preparation of consolidated accounts and the annual report for all group companies.Supervise the preparation of monthly audit files, including all balance sheet reconciliations.Collaborate with external auditors and prepare disclosure notes for annual financial statements.Provide financial analysis to interpret variances, trends, and key metrics to support management decisions.Oversee the production or review of tax returns and ensure timely quarterly tax payments.Support regulatory reporting and assist the Senior Finance Analyst with FINREP returns.Lead and support the Senior Finance Analyst, focusing on professional development and departmental goals.Drive system, process, and control improvements to maintain the integrity of financial data.Ensure compliance with all financial reporting laws and regulations.
Desired Skills and Experience:
Qualified accountant with at least 3 years’ experience in a similar role within financial services.Strong knowledge of FRS 102 and IFRS 9.Experience in managing financial accounts, corporation tax, and regulatory reporting (including FINREP).Proven ability to lead and motivate direct reports.Excellent Excel skills and strong analytical abilities.Collaborative team player with strong communication and organisational skills.Self-starter with a proactive, solutions-oriented mindset.....Read more...
Financial Controller Local Authority York Monday to Friday 08:30-17:00 3 Month Contract – Potential for Extension York or North Allerton Based Hybrid working 2/3 Days required in the office £250 - £300pd Dependent on ExperienceJob PurposeAs the Financial Controller you will work closely with the Director of Resources, initially leading on the finance aspects of a major long- term project to bring together the organisation’s finance and information systems and processes, as well as taking ownership of the day to day provision of financial management advice and support to internal clients and key stakeholders now and into the future. Your role will ensure that the organisation develops and maintains best in class financial and performance systems and reporting and complies with all relevant financial reporting and regulatory requirements.Main responsibilitiesLead provision of financial management advice and support to internal clients and stakeholders, including:
Financial planning and budgeting
Financial management and reporting
Final Accounts
Project support – including investment appraisals and financial modelling and savings tracking,
Value for money reviews
Benchmarking
Service specific returns
Financial horizon scanning
Provide support including financial advice analysis and modelling in support of investment appraisal and business case development.
Monitor and develop key financial controls.
Own and develop key operational performance management processes, reporting and information systems in relation the organisation’s portfolio of programme and project delivery.
Advise the Director of Resources and Leadership on relevant changing legislation, professional standards, and their implementation.
Work with the Director of Resources, to identify and take all opportunities to drive savings and efficiencies.
Develop, support, and promote a strong results-driven` and customer focused performance culture ensuring the provision of cost-effective, efficient, value-added services in line with identified needs.
Requirements for the role
A CCAB or equivalent accountancy qualification
Demonstrable management or leadership experience in a relevant role.
Experience of leading budgeting cycles.
Strong technical accounting skills including experience of consolidation or business combination.
Experience of working successfully with partners, both internal and external to achieve common goals.
You commission financial systems and work alongside other system stakeholders to ensure the organisation joins up its business intelligence.
You have experience of a range of techniques to make improvements to services and drive forward performance.
You have personally led improvement of services and delivered significant benefits and improved outcomes for the organisation.
Experience of working in local government and knowledge of the CIPFA’s Code of Practice
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If this role is of interest, please just respond to this advert with an up to date copy of your CV or call Jake on 01772 208969....Read more...
Accounting Support: Learn how to record financial transactions, including purchases, sales, and payments related to property projects and services
Invoicing & Billing: Assist with generating invoices for clients, tracking payments, and maintaining accurate records of all financial transactions
Accounts Receivable & Payable: Help process incoming and outgoing payments, including supplier invoices and client payments, ensuring accounts are up to date
Bank Reconciliation: Support the team with reconciling company bank statements, matching transactions, and ensuring all financial data is accurate
Budget Monitoring: Assist with the preparation of project budgets and track spending to ensure financial control across property services projects
Payroll Assistance: Learn how to process payroll for employees and subcontractors, ensuring accurate calculation of wages, taxes, and benefits
VAT & Tax Reporting: Assist in preparing VAT returns and understanding tax compliance specific to the property services industry
Document Management: Maintain accurate financial records, filing invoices, receipts, and other documentation in line with company policies and procedures
General Administrative Support: Provide general office support, including data entry, organizing documents, and assisting with internal finance-related queries
Training:
Accounts or finance Assistant (level 2) Apprenticeship Standard
AAT Level 2 Certificate in Accounting
You will attend training provided by Coventry and Warwickshie Chamber Training once a week, Commerce House, 123 St Nicholas Street, Radford, CV1 4FD
Training Outcome:This apprenticeship role is ideal for someone looking to get their start in finance within a dynamic, growing industry. With hands-on experience, mentorship, and the opportunity to gain recognized qualifications, you’ll be well on your way to building a successful career at Ground Up Property Services!Employer Description:At Ground Up Property Services, we specialise in providing high-quality property maintenance, renovation, and management services. With a commitment to excellence, we’ve built a reputation for delivering reliable and professional solutions for residential and commercial clients. As we continue to grow, we’re looking to expand our finance team by offering an exciting apprenticeship for individuals eager to start their career in finance.Working Hours :Monday- Friday
9am- 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector.Functioning within the senior management team, this position bears the main responsibility for brand-related planning and forecasting. Key responsibilities for the FP&A Manager:
As FP&A Manager you will work closely with senior management to increase a company's efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan
Work closely with senior management to build budgets
Delivery of competitor analysis, market trends and associated commentary to the Leadership team
Accurate forecasting of monthly revenues, costs and results
Management of the finance department as well as the purchasing/goods receiving team - team of 4
Margin analysis
Experience working with SAP System, F&B Shop and Opera is desirable
Required Skills
Been a previous FP&A Manager
Qualified Accountant (ACA/ACCA/CIMA)
Advanced Excel skills
Good communication skills both verbal and written
Good planning and organisational skills
Professional approach to work ethics
Previous experience within the financial services sector is a necessity
Lastly, if you are looking for a FP&A Manager role within financial services this is a fantastic role for you.....Read more...
Our client, a distinguished real estate company renowned for delivering innovative developments and exceptional property management solutions, is seeking a proactive and commercially minded Finance Director to join their leadership team. Known for their commitment to excellence and sustainability, they are looking for a strategic thinker who can also oversee the day-to-day financial operations of the business.Role Overview:The Finance Director will lead the financial strategy and planning for the organisation while ensuring effective financial management and compliance. Working closely with the leadership team, the role requires a balance of strategic insight and hands-on operational expertise to support growth and profitability.Key Responsibilities:Strategic Planning & Financial Modelling:• Leading the budgeting, forecasting, and planning processes, including monthly P&L, balance sheet, and cash flow reviews.• Providing in-depth analysis of year-end data to inform strategic decisions.• Assessing project and service profitability, including tracking fees, costs, and profit by stages to enhance client negotiations and resource allocation.• Producing profitability reports by service categories, directors, and procurement services to guide pricing strategy.• Conducting cost analysis on fixed and sundry expenses, identifying opportunities for cost savings.• Developing a 5-year financial plan with insights into turnover, cost base, and profit projections.Financial Reporting:• Preparing clear, simplified monthly reports on business performance, including risks and opportunities.• Producing detailed reviews of live project margins and providing insights to improve performance.• Submitting quarterly business reports to support strategic planning.Financial Management:• Overseeing financial transactions and accountancy functions, including payroll, ledgers, and general ledger entries.• Managing VAT, PAYE, and corporation tax duties.• Handling project-specific payments and client accounts for services such as procurement and estate management.Requirements:• Demonstrated ability to balance strategic insight with operational excellence.• Strong commercial awareness and financial modelling expertise.• Exceptional analytical and reporting skills, with the ability to present complex data in a clear and actionable manner.• A recognised accounting qualification (e.g., ACCA, ACA, or CIMA).• Advanced IT skills, including proficiency in financial software and Excel.....Read more...
Job Title: Business Partner Location: Lincolnshire Police HQ Hours: 37 hours per week Contract: Temporary until 31st March 2025
Hourly Rate: Umbrella rate of £34.13
We are currently seeking a Finance Business Partner to join the Finance Department at Lincolnshire Police on a temporary contract. This role involves providing professional financial advice and business partnering services to budget holders and senior leadership teams.
Key Responsibilities:
Provide financial management services to designated areas of Lincolnshire Police.
Prepare monthly management reports and accurate forecast outturns.
Advise and assist budget holders with corrective actions for overspending.
Conduct regular budget reviews and identify efficiency savings.
Deliver training on finance, procurement, and contract regulations to budget holders.
Prepare financial evaluations for new service developments.
Liaise with internal and external auditors and contribute to financial statement preparation.
Working Hours:
Standard shift pattern:
Monday - Thursday: 08:30 - 16:30
Friday: 08:30 - 16:00 (Flexible working arrangements can be discussed at the interview.)
Requirements:
Full AAT or part-qualified CCAB accountant (essential for SG3 level).
Qualified accountant (desirable for SG4 level).
Experience providing financial advice in public sector finance, with a preference for Police or Local Authority experience.
If you’re interested in contributing to the financial management of Lincolnshire Police, we would love to hear from you. For more information or to apply, contact: Lewis AshcroftEmail: Lewis.Ashcroft@servicecare.org.uk or Phone 01772 208962.....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: 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...
Providing guidance and updates to clients and professional parties• Building and strengthening relationships with existing clients• Liaising with clients in order to obtain basic fact-finding information• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lenderTraining:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sectorAn understanding of the role of the appropriate regulatory bodiesThe importance of relationship building with clients and colleaguesUnderstanding of processes and procedures relevant to the roleHow to develop commercial awarenessBuilding skills and capabilities within an organisationProfessional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areasTo help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship may lead to further qualifications and progression in the Financial Services industry for the right candidateEmployer Description:A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending.
We at Wellbeing investments are committed to protecting.Working Hours :Monday to Friday 10am-5.30pm
nb. You may be required to work one Saturday per month or travel abroadSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Basic Portuguese ideally....Read more...
Scanning incoming post and attaching to the client file
Preparing outgoing post to be sent
Speaking to insurance companies for updates on outstanding issues
Keeping the client records up to date
Training:
Business Administration Level 3
On and off the job training and location to be confirmed
Training Outcome:
Financial Services Administrator
Paraplanner
Financial Planner / Adviser
Employer Description:Moffatt Financial Planning has been providing financial advice since 1967.
We’ve helped clients of all types including private individuals, small businesses and medium sized companies.Working Hours :Monday to Friday, 9am to 5pm, with one hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Team working....Read more...
My client is seeking General Services Manager to ensure efficient service delivery, high-quality standards, and strong financial performance, with excellent leadership and stakeholder relationship skills.What’s on offer?
Flexible and dynamic working environment10% performance bonusOpportunities to progress internally
What you will need
Strong client and stakeholder relationship management abilities.Demonstrated experience leading teams to consistently deliver top-quality serviceSolid expertise in Technical and Hard Services, with IT proficiency, financial acumen, and IOSH Managing Safely certification
What you will be doing
Oversee service delivery to meet quality, financial, and safety standards, ensuring compliance across all service lines.Build and sustain strong relationships with stakeholders at all levels within the client organisationLead and motivate your team, managing budgets and resources to maintain high standards and control costs effectively
For more on this one, please reach out to Joe at COREcruitment dot com....Read more...
Tasks (not limited to):
Answering and handling incoming phone calls, providing professional services, and resolving client queries.
Assisting with administrative tasks such as data entry, document preparation, and managing client information using Microsoft Office tools.
Supporting the back-office team with filing, organising, and coordinating schedules to ensure smooth business operations.Training (not limited to):
Comprehensive training on telephone systems and professional communication techniques.
Ongoing guidance in the use of Microsoft Office Suite (Excel, Word, Outlook) to manage tasks efficiently.
Mentorship from experienced team members to develop a strong understanding of financial services back-office operations.
Training:
Level 3 Business Administrator apprenticeship standard
Functional Skills in maths and English if required
Development of knowledge, skills and behaviours required to complete the business administrator apprenticeship standard
Training Outcome:After the apprenticeship, you could secure a permanent role with increased responsibilities in back-office support or administration. We also offer further development opportunities, such as sponsoring higher education. One of our former apprentices is now pursuing a Chartered Manager Degree, fully funded by us.Employer Description:C&L FinEfficiency Limited provides essential back-office support services to partners within the financial services industry. By managing administrative tasks, client communications, and data processing, we allow our partners to focus on their core business operations. Our services help streamline processes, improve efficiency, and ensure compliance, making us a trusted resource for financial professionals who need reliable and efficient back-office solutions.Working Hours :The working week is Monday to Friday, 9:00 AM to 4:00 PM. You’ll handle phone calls, assist with administrative tasks, and support the back-office team, with time dedicated to training and skill development in a supportive environment.Skills: Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Senior Financial Controller Location: Berkshire Contract: Temporary (3-month initial) Rate: £600-650 per day umbrella Start Date: ASAP *Hybrid Working* Contact: greg.waite@servicecare.org.uk
Job Description Service Care Solutions are currently recruiting on behalf of a Local Authority in Berkshire for a Senior Financial Controller to join the team on a temporary basis. As the Senior Financial Controller, you will play a key role in ensuring the effective financial management and reporting of the Council's services. Your main responsibilities will include:
Leading a team of finance professionals to deliver high-quality financial processing, reporting and analysis
Ensuring accurate and timely month-end closures, including variance analysis and commentary
Providing financial advice and support to service managers and budget holders
Contributing to the annual budget setting process and periodic budget reviews
Assisting with the year-end financial statements and liaising with external auditors
Implementing and maintaining effective financial controls and procedures
Candidate Criteria
Qualified CCAB/CIMA Accountant with extensive PQE in a senior finance role
Previous experience working at a senior level with a Local Authority Finance environment is essential
Strong technical accounting skills and knowledge of financial reporting standards
Excellent leadership and people management abilities
Great communication skills and ability to work professionally and adapt to any team fit.
If you are interested in the role, or know of anyone who may be, please contact Greg at Service Care Solutions on 01772 208969 or email greg.waite@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed. ....Read more...
Financial Record Keeping: Maintaining accurate and up-to-date financial records is a primary responsibility
This involves recording and organising various financial documents such as invoices, expenses, and transactions
Accounts Payable and Accounts Receivable: Assisting in processing invoices, payments and receivables is crucial
Finance Assistants help ensure that payments are processed accurately and on time, and that outstanding invoices are tracked and followed up as necessary
Payroll Processing: Supporting payroll processing is another key responsibility
This involves gathering relevant data, inputting information accurately, and assisting in ensuring that payroll is processed correctly and on time
Administrative Duties: Performing various administrative tasks such as managing spreadsheets, data entry, and managing correspondence related to financial matters supports the smooth functioning of the finance department
Customer and Supplier Communication: Responding to inquiries from clients, vendors, and internal staff regarding financial transactions and records is often part of the role
Finance Assistants may need to communicate with various stakeholders to clarify financial matters or resolve issues
Training:
Apprentice will be in the workplace for 5 days per week
You will be invited to one workshop per month at college
Assessor will visit the workplace every 4-6 weeks
Assignments will be set online via our CRM system
Training Outcome:
Permanent position within the company
Employer Description:Heales Medical is a successful and well established Health Services provider which offers flexible, cost effective and tailor-made health solutions across the UK for a diverse range of private and public sector clients including Local Authorities, NHS Trusts and Manufacturers. Our proactive approach to delivering effective, result focused services to our clients is aligned to government strategies and offers compelling solutions that address the key elements identified in improving health and minimising absence.
We have always advocated early intervention to support employees in remaining at or returning to work which was the basis on which Heales Medical was formed in 1999. We provide EAP and musculoskeletal assessment and treatment services to support this approach. We can offer local appointments for client employees within 5 days or less for an emergency. A proactive approach has now been ratified by Dame Carol Black’s Sickness Absence review and the Government’s response to her report.
Each contract is tailor-made to the client’s specification, with the aim of reducing sickness absence, and improving employee’s health and well-being. The service can include pre-employment screenings, management referrals, health surveillance, health education & training, stress assessment & training, immunizations & blood tests, health promotion & advice, Ill health retirement, musculoskeletal advice & treatment, EAP Service, and specialist assessments.Working Hours :Monday- Friday
8:30am- 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
Executive Assistant / Chief of Staff Are you a highly organised and motivated individual looking for an exciting opportunity in the heart of London? We are seeking an Executive Assistant / Chief of Staff to join a dynamic private hedge fund. Company Overview This opportunity is with a London-based investment boutique advising a global long/short equity strategy for professional investors. The goal is to generate attractive returns over the long run by excelling during market downturns and maintaining strong performance during rallies. The firm invests in opportunities with 'asymmetric risk-reward' and has received industry recognition for its performance. Job Overview As the Executive Assistant / Chief of Staff, you will play a crucial role in supporting the leadership team and ensuring the smooth operation of the firm. This position offers a salary bracket of £25,000 - £40,000, depending on experience. Here's what you'll be doing:Recruiting and onboarding new employeesManaging executive diaries and scheduling meetingsMonitoring performance and providing administrative supportHandling confidential information with discretionCoordinating and organising events and travel arrangementsSupporting HR functions and fostering a positive work environmentAssisting with special projects and strategic initiativesHere are the skills you'll need:Passion for HR and long-term ambitions to develop in financial servicesPrior experience in HR is preferredExcellent English writing skillsStrong organisational and multitasking abilitiesProficiency in Microsoft Office, particularly ExcelAbility to work independently and as part of a teamExcellent communication and interpersonal skillsWork Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Opportunity to work in a prestigious financial firmCareer development and growth in the financial services sectorDynamic and supportive work environmentAccess to industry events and networking opportunitiesComprehensive benefits package including health and pension plansPursuing a career as an EA: A career as an Executive Assistant in a private hedge fund like this offers unique advantages. You'll be at the heart of financial operations, gaining valuable insights and experience in the investment sector. This role provides a platform for career progression, opening doors to various opportunities within the financial services industry.....Read more...
Executive Assistant / Chief of Staff Are you a highly organised and motivated individual looking for an exciting opportunity in the heart of London? We are seeking an Executive Assistant / Chief of Staff to join a dynamic private hedge fund. Company Overview This opportunity is with a London-based investment boutique advising a global long/short equity strategy for professional investors. The goal is to generate attractive returns over the long run by excelling during market downturns and maintaining strong performance during rallies. The firm invests in opportunities with 'asymmetric risk-reward' and has received industry recognition for its performance. Job Overview As the Executive Assistant / Chief of Staff, you will play a crucial role in supporting the leadership team and ensuring the smooth operation of the firm. This position offers a salary bracket of £30,000 - £50,000, depending on experience. Here's what you'll be doing:Recruiting and onboarding new employeesManaging executive diaries and scheduling meetingsMonitoring performance and providing administrative supportHandling confidential information with discretionCoordinating and organizing events and travel arrangementsSupporting HR functions and fostering a positive work environmentAssisting with special projects and strategic initiativesHere are the skills you'll need:Passion for HR and long-term ambitions to develop in financial servicesPrior experience in HR is preferredExcellent English writing skillsStrong organisational and multitasking abilitiesProficiency in Microsoft Office, particularly ExcelAbility to work independently and as part of a teamExcellent communication and interpersonal skillsWork Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Opportunity to work in a prestigious financial firmCareer development and growth in the financial services sectorDynamic and supportive work environmentAccess to industry events and networking opportunitiesComprehensive benefits package including health and pension plansPursuing a Career in This Sector A career as an Executive Assistant in a private hedge fund like this offers unique advantages. You'll be at the heart of financial operations, gaining valuable insights and experience in the investment sector. This role provides a platform for career progression, opening doors to various opportunities within the financial services industry.....Read more...
Property Officer (Leasehold Services) Location: Central or Remote Working Contract: Temp Salary: £20.74 Umbrella per hour. £17.71 PAYE.
We are working on behalf of a forward-thinking client to recruit a dedicated Property Officer to join their Resident Services team. This is an exciting opportunity to manage a portfolio of leasehold properties, deliver exceptional services to leaseholders, and play a key role in the financial management of the Housing Revenue Account.
Role Overview
In this pivotal role, you will:
Manage leasehold services for a designated property patch, including Section 20 consultations, service charge calculations, and income recovery.
Provide high-quality advice on leasehold matters, ensuring that lease agreements are upheld, and breaches addressed.
Liaise with internal teams and external stakeholders, including legal advisors and asset managers, to deliver exceptional service to leaseholders.
Lead on statutory consultations, preparing and issuing notices and conducting resident meetings.
Key Responsibilities
Income Management: Oversee service charge billing and recovery, implement payment plans, and promote Direct Debit options.
Statutory Consultations: Manage consultations for major works, ensuring compliance with all legal requirements.
Legal Actions: Support legal processes, prepare tribunal cases, and represent the Council as required.
Customer Relations: Maintain effective communication, resolving queries, and conducting leaseholder surgeries.
What We’re Looking For
Knowledge: Expertise in leasehold legislation, including the Landlord and Tenant Act and Commonhold & Leasehold Reform Act.
Skills: Strong financial acumen for service charge calculations and excellent communication skills.
Experience: Proven track record in managing leasehold services, including statutory consultations and debt recovery.
Why Join Us?
Be part of a forward-thinking team committed to delivering outstanding services.
Benefit from professional development opportunities and a supportive work environment.
Play a vital role in maintaining the financial health of the Housing Revenue Account.
How to Apply
If you are interested in this position and meet the above criteria, please send your CV now for consideration.
If you require any additional information regarding the position, please call George at Service Care Solutions on 01772 208 966 or send an email to George.Westhead@servicecare.org.uk
....Read more...
Our client is a dynamic leader in the logistics industry, rapidly transforming supply chain solutions with innovative, efficient services. As they continue to grow, they seek a skilled and detail-oriented Financial Controller to drive their financial strategy and support their mission of delivering unmatched logistics solutions worldwide.Role Overview: As the Financial Controller, you'll play a crucial role in guiding the financial direction of this fast-paced logistics company. Leading a dedicated finance team, you’ll be responsible for a variety of strategic functions, from preparing management accounts to overseeing forecasting and compliance.Key Responsibilities:
Lead the preparation of management accounts and comprehensive board report schedules, directly supporting strategic business decisions.Spearhead forecasting and budgeting initiatives to align with organisational objectives and industry trends.Oversee revenue recognition processes with robust documentation to optimise financial performance.Facilitate investor reporting, promoting transparency and trust with key stakeholders.Provide timely insights into working capital, including cash flow, accrued revenue, and receivables, to ensure financial stability.Manage tax compliance (VAT, PAYE, CT), annual returns, statutory accounts preparation, and audit processes.Champion continuous improvement initiatives to streamline reporting and operational processes.Inspire excellence within the finance team through mentoring and professional development.
Desired Skills and Experience:
Proven experience as a Financial Controller, with strong financial leadership expertise.Fully qualified ACA, CIMA, or ACCA.Experience with investor reporting, demonstrating skill in managing complex stakeholder relationships.Advanced Excel and financial modelling skills to support data-driven decision-making.Strong interpersonal and communication abilities.Ability to excel in a fast-paced, deadline-driven environment while maintaining accuracy.
Are you ready to make an impact? Join a company that values innovation, precision, and dedication. Apply today to become a part of a leading logistics innovator shaping the future of supply chain solutions.....Read more...
Harper May is partnering with a cutting-edge fintech company at the forefront of innovation in financial technology. They are currently seeking an experienced and dynamic Senior FinOps Analyst to join their expanding team. This is an exciting opportunity for a driven individual to step into a key role within a fast-paced, forward-thinking environment focused on optimising finance operations and ensuring seamless financial processes.As the Senior FinOps Analyst, you will manage the financial operations related to payment processing and fund allocation, while ensuring compliance with regulatory requirements. You’ll work closely with internal and external stakeholders to enhance financial workflows, resolve discrepancies, and provide valuable insights to the management team. This is a fully remote role.Key Responsibilities:
Oversee and manage the processing of payments, particularly those related to client funds.Ensure compliance with industry regulations, safeguarding client accounts and adhering to legal and financial standards.Reconcile client fund accounts regularly, maintaining accuracy and transparency.Collaborate with the finance team to monitor cash flows, allocate funds appropriately, and resolve any discrepancies.Maintain and strengthen internal controls over financial transactions to ensure high accuracy and security standards.Liaise with external stakeholders, including banks and payment service providers, to resolve issues related to payments and fund transfers.Prepare regular reports for senior management on payment processing performance, identifying key insights and areas for improvement.Identify and implement process improvements in payment workflows and financial operations.
Desired Skills and Experience:
Proven experience in finance operations or payments roles, ideally within a regulated environment such as fintech or financial services.Strong understanding of payment processes and compliance regulations.Excellent attention to detail with a focus on high accuracy.Strong communication skills, with the ability to work effectively with both internal teams and external stakeholders.Advanced proficiency in financial software systems and Microsoft Excel.Experience with system transformation is a plus.Ability to work in a fast-paced environment, managing multiple tasks and meeting tight deadlines.....Read more...
