SN Financial Services Limited are offering an exciting opportunity for a Customer Support Assistant to join the organisation, based at our head office in Droitwich, Worcestershire.
The successful candidate will embark on an apprenticeship programme to acquire the necessary skills and experiences to work in a dynamic, busy financial services organisation.
We are offering a starting salary of £16,000 to £18,000. The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services.
This opportunity is designed as an entry point in to a long-term career pathway in the financial services industry. We encourage anyone who has an interest in the financial sector, with a commitment to our company to apply.
JOB SUMMARY
Providing comprehensive customer support services and administration to our clients and advisers.
KEY TASKS:
Providing administrative support to all advisers and the wider team.
Providing front-of-house duties – meeting and greeting visitors and providing hospitality.
Preparing meeting rooms as required, including refreshments.
Answering telephone calls and responding to secure messages through our Personal Finance Portal.
Booking client meetings on behalf of the advisers.
Performing office duties including filing and scanning of paperwork, organising incoming and outgoing post.
Preparing client paperwork as directed.
Ensuring client files and associated data is accurate and up to date, using our CRM system, Intelliflo Office (no previous experience necessary).
Using Intelliflo Office to set up new clients, organise and assist with the completion of tasks, and process client activities for the advisers, ensuring all required identification, files and folders are uploaded.
Ensuring the office, meeting rooms and kitchen areas are clear and tidy and stocked appropriately whilst maintaining the clear working space policies.
Any other duties as specified by the directors.
Training:
Financial Services Administrator Level 3.
Fully and part funded learning and development programme that includes the CII R01 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 R01 study e-book and exam entry.
CII and EPA resits are to be covered by the employer.
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors.
All workshops recorded and available on-demand.
Interactive chat, forums and class note books 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.
Training Outcome:We are a growing company and there is the potential for the successful candidate to continue employment at SN Financial Services, subject to both parties’ agreement and business requirements at the time.Employer Description:We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.Working Hours :Monday – Friday, 9am to 5pm, with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....Read more...
Financial Services Test Manager - London Hybrid
(Financial Services Test Manager, Test Manager, Lead Test Engineer, Test Lead, team management, Software Testing, QA, Financial Services, Finance, Banking, Insurance, Capital Markets, Wealth, Asset Management, Azure DevOps, Agile, Waterfall, Consultancy, Consulting, Financial Services Test Manager, Test Manager, Urgent)
Our client is an exciting and cutting-edge technology giant with a global presence. They are a market leader within the consulting sector and their worldwide client base has never been stronger, with significant growth in the last 12 months. They are looking for an experienced Financial Services Test Manager with exceptional client interaction skills to manage teams, build test strategies and work very closely with end clients to help define and grow the Testing Practice across Finance, Banking, Insurance, Capital Markets, Wealth and Asset Management.
We are seeking the best Financial Services Test Managers with expert knowledge of managing testing projects across a variety of IT technology platforms, excellent knowledge of Software Testing / QA Life Cycle and confident in developing advanced test plans. Test Data Management skills are key, as are an understanding of test management tools, such as HP ALM, JIRA, Zephyr, Azure DevOps and delivery methods, including Agile, CI/CD, DevOps, Waterfall.
You will be an experienced manager and leader of teams with exceptional communication skills at all levels, particularly in terms of client interaction. Previous consultancy experience is a must have, working collaboratively with clients, the IT team and the wider business, including stakeholder management skills. We are keen to hear from talented Financial Services Test Manager candidates from all backgrounds.
This is a truly amazing opportunity to work for a prestigious brand that will do wonders for your career. They invest heavily in training and career development; top performers are guaranteed a career path into senior management positions within 12 months.
Location: London / Hybrid
Salary: £70k - £85k + Bonus + Pension + Benefits
To apply for this position please send your CV to Nathan Warner at Noir Consulting.
(Financial Services Test Manager, Test Manager, Lead Test Engineer, Test Lead, team management, Software Testing, QA, Financial Services, Finance, Banking, Insurance, Capital Markets, Wealth, Asset Management, Azure DevOps, Agile, Waterfall, Consultancy, Consulting, Financial Services Test Manager, Test Manager, Urgent)
NOIRUKTECHREC
NOIRUKREC....Read more...
You will be working within the Financial Advisers managing client information, account setup and assisting clients.
Manage general office procedures to ensure processes and duties in the office flow efficiently
Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation.
Main Responsibilities/Accountabilities:
Office Management:
Provide administrative support to the financial advice team
Diary management – booking in client meetings, managing financial adviser schedules and eliminating potential conflicts
Taking inventory of office supplies and order more if needed
Helping establish and maintain office procedures in line with the other MVAM offices
Assisting senior management team when needed
Answering phone calls, general emails and postal correspondence with clients as appropriate
Files and archives accurate records
Manages health and safety as well as fire regulations within the office
Client Acquisition:
Manage client onboarding process for new clients and set up of new accounts for existing clients
Receive new and existing client information/ documents after meetings and process client forms, input data into investment platform
Ensure content on MVAM client forms remains up to date
Upkeep of accurate client records in CRM database
Perform client ID and AML Verification checks for anti-money laundering purposes
Submit and chase applications with lenders
Assist with client requests and questions, including support of Investor Portal
Training:This will include:
Financial Services Administrator Level 3 Apprenticeship Standard
CII CF1 or R01 - Financial Services Regulations & 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 or R01 digital study book and exam entry
Fortnightly workshops for CII exams 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
Training Outcome:
We are a small company and there is potential to progress pending completion of the apprenticeship
Employer Description:MVAM Financial Advice is part of Mole Valley Asset Management (MVAM). The Hertford office provides financial advice services with a hands-on, client-focused approach.
Mole Valley Asset management is an independent investment management firm dedicated to providing bespoke investment solutions for individuals, businesses, and charities. The firm prides itself on its local approach, innovative investment strategies, and commitment to helping clients achieve their financial goals. MVAM have offices in Dorking, Hertford and York.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Prioritisation skills,Time management,Interpersonal skills,Honest enthusiasm,Positive mindset on life/work,Responsible,Professional,Flexibility....Read more...
Job Advert – Assistant Accountant (Police Force)
Location: Thames Valley Police Contract: Temporary Rate: £25.98 per hour (Umbrella) Recruiter: Lewis Ashcroft – Service Care Solutions Service Care Solutions is assisting Thames Valley Police in recruiting an Assistant Accountant to support the Finance Business Partners and Corporate Accountants in delivering effective financial management services.
Role Overview
As an Assistant Accountant, you will play a key role in providing financial administrative support, ensuring the accuracy of force budgets, and assisting in financial reporting and forecasting.
Key Responsibilities
Supporting financial management services aligned with strategic police priorities
Preparing financial reports, analysis, and costings for decision-making
Ensuring compliance with audit, legislation, and accounting standards
Managing accounting records, processing invoices, and handling budget modifications
Assisting in grant returns and financial forecasting for a £530m revenue budget
Requirements
AAT Qualified (or working towards)
Experience in a finance environment
Strong Excel and IT skills
Ability to analyse complex financial data
Strong communication and teamwork skills
Part-qualified ACCA, CIMA, or CIPFA candidates are encouraged to apply. If you’re interested, contact Lewis Ashcroft at Service Care Solutions or apply today. Email: lewis.ashcroft@servicecare.org.uk Phone: 01772 208962....Read more...
Head Accountant
Location: Devon
Contract: Temporary (6 month initial)
Rate: £400 - £500 Per Day Umbrella (Negotiable)
Start date: ASAP
*Hybrid Working*
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is recruiting on behalf of a local authority in Devon for an experienced and strategic Head Accountant. This pivotal role offers the opportunity to provide high-level financial leadership, ensuring the delivery of comprehensive financial services across a wide range of departments. The successful candidate will play a key role in shaping financial strategies, managing complex budgets, and driving performance improvements. If you are a qualified accountant with strong leadership capabilities, extensive knowledge of local authority accounting, and a proven track record in managing change, we’d love to hear from you.
Main responsibilities
Provide high-level financial advice and support to officers and Members, influencing operational and strategic decisions through the analysis of complex financial data.
Oversee budget preparation, financial monitoring, medium-term financial strategy, and year-end account closures, ensuring accuracy, compliance, and integrity of financial transactions.
Manage and lead a finance team, ensuring staff are properly trained, meet high standards of financial competence, and support cultural and transformational change initiatives.
Ensure all financial information, accounts, and budgets are produced accurately, meet corporate deadlines, and comply with financial legislation, regulations, and accounting standards.
Drive continuous improvement in financial processes, enhance automation in budgeting and accounts, and develop financial support services for existing and new stakeholders.
Candidate Requirements
Qualified Accountant (e.g., CIPFA, CIMA, ACCA) or equivalent, with in-depth knowledge of all aspects of financial management, including local authority accounting regulations and relevant codes of practice.
Proven experience in providing strategic financial leadership, managing teams through change, and fostering a culture of performance improvement and positive change management.
Strong working knowledge of the Code of Practice on Local Authority Accounting, Service Reporting Code of Practice, and International Financial Reporting Standards (IFRS/IGAAP).
Ability to apply innovative financial solutions, interpret legislation, and influence non-financial stakeholders by clearly explaining complex financial concepts.
Strong verbal and written communication abilities, with experience in networking, partnership working, and building effective relationships across a range of internal and external stakeholders.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@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...
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...
An opportunity has arisen for a Clinical Services Manager with experience in pathway and waitlist management to join an established healthcare provider. This role offers excellent benefits and a competitive salary.
As a Clinical Services Manager, you will oversee the operational performance, financial management, and service delivery of multiple NHS community contracts.
You will be responsible for:
? Overseeing capacity planning, appointment scheduling, and clinic management.
? Leading a team to achieve performance targets and service outcomes.
? Monitoring referral rates, ensuring sufficient clinical staffing, and managing patient pathways.
? Managing financial performance, including budget oversight, cost control, and revenue tracking.
? Developing and maintaining strong relationships with internal and external stakeholders, including NHS commissioners and local authorities.
? Leading service teams, chairing meetings, and ensuring compliance with organisational policies and healthcare regulations.
? Driving performance improvements through data analysis, KPI monitoring, and operational reviews.
? Ensuring adherence to statutory and regulatory requirements, including NHS and CQC standards.
What we are looking for:
? Previously worked as a Clinical Services Manager, Healthcare Services Manager, Patient Pathway Manager, Healthcare Operations Manager or in a similar role.
? Possess relevant experience in healthcare.
? Experience in pathway and waitlist management.
? Background in managing healthcare services, preferably within ENT or Dermatology.
? Strong financial acumen with experience overseeing budgets and profit and loss management.
? Understanding of NHS service standards and policies.
? Hold a bachelor's degree in healthcare management, business administration, or a related field.
? Skilled in using healthcare systems and data analysis tools.
Apply now for this exceptional Services Manageropportunity to work with a dynami....Read more...
Senior Finance Officer Local Authority Bradford Central Bradford Location Hybrid Working Available Monday to Friday 09:00 - 17:00 This is an ongoing contract for 3 – 6 months 37 Hours per week (Full Time) £18ph UmbrellaTo provide a professional finance and management information service to services / departments throughout the Trust ensuring principles of best value, value for money and risk management are embedded in service delivery. To undertake complex pieces of accountancy work and to support and advise services in achieving their objectives. To support the Finance Team and promote the delivery of an excellent service to customers. To communicate in an informed confident, polite and understanding manner with all clients and customers.Main responsibilities
Ensure that all budgeting and year end accounting procedures are complied with including the operation of financial policies and controls, Financial Regulations and Standing Orders.
Prepare, analyse and interpret financial and other service performance information to influence and enable managers to make the correct operational decisions.
Support service areas and budget holders by providing a comprehensive financial support service which will include budget profiling and forecasting with links to performance management information. Prepare and present reports as required.
Represent the Principal Accountant and Finance Business Partner on internal working groups and project teams.
Ensure the Trust’s income and expenditure is correctly accounted for in line with legislative requirements and Council policies and procedures.
Organise, deliver and participate in training events to improve the skills, knowledge and understanding of financial and non-financial managers.
Undertake more complex financial activities within the Finance Business Partnering Team, including working on corporate projects, government and other returns and multi-disciplinary working parties.
Supervision of finance officers and apprentices as and when required.
Listen to service customers and provide timely information and advice, offering solutions as required.
To develop good working relationships with colleagues to support the delivery of financial services and showing at all times professionalism and respect.
Requirements:
AAT or Equivalent Qualification
Public Sector Finance experience essential
Experience preparing reports and maintaining financial systems and procedures
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 apprenticeship is ideal for someone looking to start a career in financial services. You’ll receive structured training, practical learning opportunities, and the chance to work alongside experienced professionals in a collaborative and supportive environment.
Key Duties:
Assisting with the production of accurate client portfolio valuations statements
Preparing new business and managing advisers annual review processes
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Obtaining Anti-Money Laundering Requirements and conducting electronic checks for new and existing clients
Dealing with client queries and telephone calls where appropriate
Providing Adviser with any supporting documents required for client meeting, e.g.,provider specific application form, company Fact Find, client agreement, fee agreement, etc.
Adding Fact Find and plan information onto back-office system (Plannr), ensuring plan information is up-to date and any transferred/surrendered plans are marked as such
Obtaining literature and forms from providers and pre-completing basic client details
Answering telephone calls in a polite & professional manner
Greeting clients when required and offering refreshments.
Ensuring advisers book meeting room for client meeting (via Outlook)
Training:The Financial Services Administrator Level 3 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 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:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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
Training Outcome:
Upon successful completion of the apprenticeship, there is potential for a permanent position and further career development within our organisation
Employer Description:Engage Wealth Management is a professional and client-focused financial advice firm based in Brighton & Hove. We specialise in delivering tailored financial planning solutions, helping individuals, families, and businesses achieve their financial goals. Engage offers services, including retirement planning, investment advice, and protection planning, with a strong emphasis on building lasting relationships and providing clear, transparent guidance. Our dedicated team of experts ensures clients receive personalised advice to navigate life’s financial challenges with confidence.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Act as the primary point of contact for clients, providing timely updates and responding to inquiries throughout the mortgage application process
Liaise with mortgage advisors, lenders, and solicitors to ensure all necessary documentation is accurately processed and submitted
Manage the administration of mortgage applications, including the preparation of application forms, collation of supporting documents, and monitoring of application progress
Utilise organisational skills to maintain accurate and up-to-date client records, ensuring compliance with data protection regulations
Demonstrate initiative in identifying and resolving potential issues that may arise during the application process, ensuring minimal disruption to the client experience
Support the team in achieving service excellence by contributing to process improvements and sharing best practices
Stay informed of changes in mortgage products, lending criteria, and regulatory requirements to effectively support clients and advisors
Training:
Business Administration Level 3
Online delivery from designated tutor
Assessment of skills, knowledge and behaviour in the workplace
Training Outcome:
The opportunity to become a full-time mortgage advisor
This is a gateway apprenticeship role into the financial services industry
Competitive salary and opportunities for professional development. Including the option of becoming a mortgage broker
Comprehensive training program to support your career growth in the financial services industry
Employer Description:Q was developed and launched with one motivation in mind – to help guide our clients through the often-complicated world of Financial Services. ‘Securing Your Future’ is our company motto and our passionate team always strive to give the best advice and find the financial solutions that are right for you and the people you care about.
Founded on over 25 years of financial experience and knowledge, Q have all the tools to make life a little easier when it comes to making those big financial decisions – ensuring you do so with maximum confidence and minimum stress!Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
Administrative Support
Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates.
Maintain accurate records in line with company policies and regulatory requirements.
Process applications for Mortgages: including, Product Transfer and Deposits.
Support the management of client files, ensuring all information is up to date and securely stored.
Stakeholder Interaction
Provide a high standard of service when responding to customer enquiries and other departments within the business via phone, email, or and other members of the mortgage team
Assist with onboarding new clients, including verifying documentation and collecting necessary information.
Escalate more complex client requests to senior team members where appropriate.
Compliance and Regulation
Learn and adhere to financial regulations such as Anti-Money
Laundering, Know Your Customer, and GDPR, as well as FCA regulations in Mortgages.
Support the preparation of reports and documentation for compliance checks or audits.
Data Entry and Reporting
Accurately input financial data into systems and generate reports for internal use or external stakeholders.
Assist in reconciling financial records and identifying discrepancies.
Team Collaboration
Work closely with financial advisors, administrators, and other team members to deliver seamless client service.
Attend team meetings and training sessions to stay informed of company updates and industry developments.
Learning and Development
Actively engage in training to complete the Level 3 Financial Services Administrator qualification.
Shadow experienced team members to gain a deeper understanding of financial products, services, and processes.
Training:You will attend a mix of classroom sessions either or line and face to face with our Training Provider, Sklls North East.Training Outcome:Progression within company.Employer Description:NMS Financial Ltd specialises in providing a sound and comprehensive planning service for our clients.
We also look after clients that have been introduced to us via other financial practices, various Estate Agents, and some accountancy firmsWorking Hours :Monday to Friday between 9am 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,Creative,Initiative,Non judgemental,Patience....Read more...
Independent Financial Adviser
Location: London
Contract: Permanent
Salary: £40,000 - £80,000 per annum
*Hybrid Working*
Contact: greg.waite@servicecare.org.uk
Job Description
Service Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As part of the rapid growth in the firm, there are multiple vacancies within the Financial Services team for Diploma-Qualified Financial Advisers at either NQ level or professionals with an existing portfolio that could be added to the business.
The NQ role is ideal for a Paraplanner/Adviser who is looking for a client facing role to manage a portfolio and build up experience within an established market.
The experienced IFA role will require someone ideally with existing clients and assets under management of £10m+ to join the firm and have an impact on the wider business.
Candidate Criteria
Diploma-Qualified Level 4 FA and ideally Chartered Status or working towards
Minimum 1 years’ experience in Financial Advisory for NQ role and 5+ years for experienced
Experience with Intelliflo Back Office is highly desirable
Experience of managing a portfolio of clients/assets with experienced role ideally having £10m+ of existing portfolio
Ability to create and build on strong client relationships, providing ongoing support internally and externally
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...
Our client, a leading recruitment company, is seeking a skilled FP&A Analyst to support financial planning, analysis, and strategic decision-making. This is an exciting opportunity to join a fast-paced, growing organisation and play a key role in driving financial insights and business performance.About the Company: Our client is a well-established recruitment agency with a strong presence across multiple sectors. As they continue to expand, they require a commercially minded finance professional to provide data-driven insights, support budgeting and forecasting, and enhance financial efficiency.Role Overview: The FP&A Analyst will be responsible for delivering high-quality financial analysis, forecasting, and performance reporting. Working closely with senior finance and operational teams, this role will play a critical part in supporting strategic planning and decision-making.Key Responsibilities:
Support the budgeting, forecasting, and long-term financial planning processes.Analyse financial performance, identifying trends and providing actionable insights to senior stakeholders.Develop and maintain financial models to support decision-making and commercial strategy.Prepare financial reports, dashboards, and presentations for leadership teams.Assist in variance analysis, cost control, and profitability assessments.Work collaboratively with business units to drive financial efficiency and process improvements.Provide insight into key financial drivers and risks to enhance strategic planning.Support ad-hoc projects related to financial analysis and business performance.
Qualifications & Skills:
ACA/ACCA/CIMA QualifiedStrong experience in financial planning and analysis, ideally within a recruitment or professional services environment.Advanced Excel and financial modelling skills.Strong analytical and problem-solving abilities with a commercial mindset.Excellent communication and presentation skills, with the ability to convey financial insights to non-finance stakeholders.Ability to work in a fast-paced, dynamic environment with multiple priorities.Proficiency in financial reporting systems and data analysis tools.....Read more...
Job Title – Landlord Liaison Officer
Location – Bournemouth, Christchurch, and Poole
Contract – Temporary
Hours – Full-time
Role Summary: Our client is currently recruiting for a Landlord Liaison Officer to work within the Housing Options & Partnerships team.
This role focuses on working in partnership with the Private Rented Sector to assist individuals in housing need to access and sustain tenancies.
The successful candidate will act as a broker between those at risk of homelessness and landlords, offering suitable tenants, financial guarantees, and tenancy support to reduce landlord risk.
Key Responsibilities:
Support the administration of financial assistance schemes for landlords, including tenancy deposit loans and bond schemes.
Facilitate rent deposit loan sign-ups, conduct financial assessments, and provide basic money advice.
Monitor and recover rental deposits, liaising with financial services for maximum income recovery.
Maintain positive relationships with private sector landlords to increase access to accommodation.
Assess the suitability of accommodation in collaboration with relevant professionals.
Provide tenancy advice and act as a point of contact for landlords regarding property availability and tenancy sustainment.
Conduct verification checks, including credit references, to prevent fraud and ensure safe allocations.
Promote and market private rented sector initiatives to landlords and stakeholders.
Ensure compliance with data protection, confidentiality, and relevant housing legislation.
Support tenants in applying for Discretionary Housing Payments to secure or maintain accommodation.
Requirements:
Experience working in a customer service environment, particularly with vulnerable clients or those with complex needs.
Knowledge of housing-related services, tenancy management, or similar fields.
Strong financial and legal awareness, with the ability to provide basic financial advice.
Excellent communication and negotiation skills, with the ability to mediate between landlords, tenants, and council services.
Proficiency in Microsoft Office and the ability to maintain accurate records and case notes.
Ability to travel for home visits and attend multi-agency meetings as required.
Enhanced DBS check required.
If you are interested in this position and meet the above criteria, please send your CV now for consideration.
For more information, please contact George at Service Care Solutions on 01772 208 966 or email George.Westhead@servicecare.org.uk.
....Read more...
Our client, a leading recruitment company, is seeking an experienced Senior Finance Business Partner to drive financial performance and strategic decision-making. This is a key role within a fast-paced, high-growth environment, offering the opportunity to work closely with senior stakeholders and influence business strategy.Role Overview: The Senior Finance Business Partner will be responsible for delivering financial analysis, supporting commercial decision-making, and partnering with operational teams to enhance business performance. This is a hybrid role, requiring a blend of strategic oversight and hands-on financial management.Key Responsibilities:
Provide financial insight and strategic recommendations to senior leadership and operational teams.Lead budgeting, forecasting, and financial planning processes.Analyse financial performance, identifying trends and opportunities for improvement.Partner with key business units to drive revenue growth and cost efficiencies.Develop financial models to support business decisions and commercial negotiations.Ensure financial governance and compliance with regulatory requirements.Work closely with non-finance teams to enhance financial understanding across the organisation.Contribute to business transformation projects and process improvements.
Qualifications & Skills:
ACA/ACCA/CIMA Qualified Accountant.Strong experience in financial business partnering, ideally within a recruitment or professional services environment.Proven commercial acumen with the ability to influence decision-making.Strong analytical and problem-solving skills, with a proactive approach.Excellent communication skills, with the ability to engage stakeholders at all levels.Proficiency in financial systems and data analysis tools.Open, collaborative, and results-driven mindset.....Read more...
Job Description:
Do you have experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle.
Skills/Experience:
Experience of working in a compliance or assurance function within financial services.
Experience designing and completing monitoring plans.
Strong knowledge of the FCA handbook and the financial services regulatory framework
Strong communication and stakeholder management skills
Positive and self-motivated with a can-do attitude to problem solving.
Degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Core Responsibilities:
Lead and manage the Compliance Monitoring team to ensure effective oversight of all compliance activities.
Design the annual compliance monitoring plan and oversee agreed monitoring activities, including scoping, fieldwork, documentation and reporting.
Prepare and present detailed reports on compliance activities and findings to the Board and Committees.
Assist in the gathering of internal information in response to regulatory returns and requests.
Completion of due diligence on third parties.
Contribute to robust and effective compliance controls within the firm.
Collaborate with other departments to create a culture of compliance.
Support the Head of Compliance and Deputy Head of Compliance with project work as required.
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: 15942
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...
Non-Executive Director – FinTech London At COREcruitment, we are excited to be working with a fast-growing, industry leading fintech business who are seeking a Non-Executive Director to support their internal growth and enhancement of their technology platform. The company is transforming its industry by automating the process and seamlessly integrating key stakeholders and service providers. With significant investment secured and a strong market presence, the business is now focused on scaling its platform, enhancing integrations, and increasing adoption across the sector.The Individual We are looking for an experienced Non-Executive Director to support with developing the current platform, 3rd party integrations and team development. The ideal candidate will have a strong background in FinTech, financial services, or mortgage technology, with experience in scaling SaaS platforms, strategic partnerships, and commercial growth.Requirements:
Proven experience in a senior leadership or board-level role within FinTech, PropTech, SaaS, or mortgage/financial services.Strong understanding of lending processes, digital transformation, and automation in financial services.Experience working with founder-led businesses, with an ability to navigate scaling challenges while maintaining agility and innovation.A network of relevant industry contacts to support business growth, including potential partnerships with financial institutions, intermediaries, and technology providers.Experience with private equity-backed businesses or high-growth startups is a plus.
This is an exciting opportunity to play a pivotal role in shaping the future of a Founder-led business. If you have the expertise and passion to contribute, we’d love to hear from you.To express interest, please apply with your CV....Read more...
Non-Executive Director – FinTech London At COREcruitment, we are excited to be working with a fast-growing, industry leading fintech business who are seeking a Non-Executive Director to support their internal growth and enhancement of their technology platform. The company is transforming its industry by automating the process and seamlessly integrating key stakeholders and service providers. With significant investment secured and a strong market presence, the business is now focused on scaling its platform, enhancing integrations, and increasing adoption across the sector.The Individual We are looking for an experienced Non-Executive Director to support with developing the current platform, 3rd party integrations and team development. The ideal candidate will have a strong background in FinTech, financial services, or mortgage technology, with experience in scaling SaaS platforms, strategic partnerships, and commercial growth.Requirements:
Proven experience in a senior leadership or board-level role within FinTech, PropTech, SaaS, or mortgage/financial services.Strong understanding of lending processes, digital transformation, and automation in financial services.Experience working with founder-led businesses, with an ability to navigate scaling challenges while maintaining agility and innovation.A network of relevant industry contacts to support business growth, including potential partnerships with financial institutions, intermediaries, and technology providers.Experience with private equity-backed businesses or high-growth startups is a plus.
This is an exciting opportunity to play a pivotal role in shaping the future of a Founder-led business. If you have the expertise and passion to contribute, we’d love to hear from you.To express interest, please apply with your CV....Read more...
Maintaining client data on our back-office system
Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate
Processing fund switches and withdrawals
Sending Letters of Authority (LOA) and following up with the providers
Assisting colleagues with their administration and dealing with telephone and postal queries
Preparing for client meetings, obtaining valuations and conducting research
Scanning documents onto back office-system when required
General administrative tasks such as filing, photocopying and collating information
Training:Level 3 Financial Services Administrator Apprenticeship.
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. 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 or R01 – awarded by The Chartered Insurance Institute (CII)
Completion of either CF1 or R01 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:A permanent position is available, and there is potential to develop further by undertaking additional exams to complete a Level 4 Diploma once the apprenticeship is completed.Employer Description:BP Sanders is an firm of independent financial advisers working in the heart of the Berkhamsted community for many years. We help our clients to make informed financial decisions giving them holistic advice on Life and Pension products, Mortgages and Inheritance Tax Planning. Trust, Truth and Transparency are the values our company stands for.Working Hours :Monday to Friday, 9am to 5.30pm.Skills: Communication skills,IT skills,Organisation skills,Team working,Enthusiastic,Positive attitude,Strong work ethic....Read more...
Job Description:
Our client, a successful financial services firm, is currently looking for a Compliance Advisory Officer to join the team on a full-time and permanent basis. In this broad role, you will be responsible for interpreting FCA regulations, guidance and publications. The ideal candidate will have at least 2 years’ experience in a compliance or audit role within financial services, and strong knowledge of the FCA handbook.
Skills/Experience:
At least 2 years of experience in a compliance or audit role within financial services.
Strong knowledge of the FCA handbook and the ability to interpret and apply its guidance.
Excellent communication skills – you will need to explain regulatory requirements clearly and influence people at all levels.
Ideally degree educated and or qualifications from recognised industry providers such as CISI, ICA or FSA.
Positive and self-motivated with a can-do attitude to problem solving.
Core Responsibilities:
Interpreting and communication FCA regulations, guidance and publications.
Responding to compliance queries, flagging and reporting compliance issues.
Review and approval of financial promotions created by our Marketing and Investment Management teams.
Acting as a key stakeholder in projects, offering advice on governance and regulatory matters.
Contributing to the development of a positive compliance culture, ensuring our values and customer-first approach are consistently delivered.
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: 15940
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...
Head of Finance & Operations – Technology (Fully Remote)Our client, a fast-growing technology company, is seeking an experienced Head of Finance & Operations to lead financial strategy and operational excellence. This is a fully remote role, offering the opportunity to shape the financial and operational infrastructure of an innovative organisation at the forefront of AI and advanced computing.Role Overview:As the Head of Finance & Operations, you will be responsible for overseeing all financial functions, optimising operational workflows, and implementing scalable financial systems. Working closely with leadership, you will develop financial models, manage compliance, and ensure robust financial planning to support growth.Key Responsibilities:
Oversee global payroll operations, ensuring accurate and timely payments in collaboration with external providers.Manage compensation frameworks, refining payroll structures and improving benchmarking processes.Handle vendor management, negotiating agreements and streamlining purchase-to-pay operations.Own FP&A processes, including financial modelling, cash flow forecasting, and risk management.Lead treasury operations, managing liquidity, capital increase rounds, and governance processes.Optimise tax structures, ensure compliance, and coordinate with external advisors.Oversee accounting, reporting, and auditing, ensuring compliance with regulations and best practices.Provide financial and legal insights to leadership, acting as a key strategic partner.
Qualifications & Skills:
Extensive experience in finance and operations leadership, ideally within a technology or IT services company.Proven track record in scaling financial operations in a fast-paced, high-growth environment.Strong analytical skills with experience in automation and financial systems improvement.Advanced degree in Finance, Accounting, or a related field; additional experience in operations is a plus.Excellent stakeholder management skills, with the ability to collaborate across technical and non-technical teams.Experience working in international markets and managing multi-currency financial structures.....Read more...
Head of Finance & Operations – Technology (Fully Remote)Our client, a fast-growing technology company, is seeking an experienced Head of Finance & Operations to lead financial strategy and operational excellence. This is a fully remote role, offering the opportunity to shape the financial and operational infrastructure of an innovative organisation at the forefront of AI and advanced computing.Role Overview:As the Head of Finance & Operations, you will be responsible for overseeing all financial functions, optimising operational workflows, and implementing scalable financial systems. Working closely with leadership, you will develop financial models, manage compliance, and ensure robust financial planning to support growth.Key Responsibilities:
Oversee global payroll operations, ensuring accurate and timely payments in collaboration with external providers.Manage compensation frameworks, refining payroll structures and improving benchmarking processes.Handle vendor management, negotiating agreements and streamlining purchase-to-pay operations.Own FP&A processes, including financial modelling, cash flow forecasting, and risk management.Lead treasury operations, managing liquidity, capital increase rounds, and governance processes.Optimise tax structures, ensure compliance, and coordinate with external advisors.Oversee accounting, reporting, and auditing, ensuring compliance with regulations and best practices.Provide financial and legal insights to leadership, acting as a key strategic partner.
Qualifications & Skills:
Extensive experience in finance and operations leadership, ideally within a technology or IT services company.Proven track record in scaling financial operations in a fast-paced, high-growth environment.Strong analytical skills with experience in automation and financial systems improvement.Advanced degree in Finance, Accounting, or a related field; additional experience in operations is a plus.Excellent stakeholder management skills, with the ability to collaborate across technical and non-technical teams.Experience working in international markets and managing multi-currency financial structures.....Read more...
Harper May is proud to partner with a dynamic recruitment company as they seek an experienced Finance Director to drive financial strategy and operational excellence. This is a key leadership role within a growing organisation, offering the opportunity to shape financial operations and support business expansion.About the Company: Our client is a leading recruitment company, recognised for its innovative approach and strong market presence. With ambitious growth plans, they require a commercially astute finance leader to provide strategic direction and financial oversight, ensuring efficiency and long-term sustainability.Role Overview: As the Finance Director, you will oversee all financial operations, reporting directly to the Group CFO. This role requires a blend of hands-on financial management and strategic planning to drive business success.Key Responsibilities:
Lead and mentor the finance team, ensuring compliance with financial regulations and reporting deadlines.Develop and enhance financial reporting structures and general ledger systems for accurate and timely reporting.Manage month-end, quarter-end, and year-end close processes, working closely with cross-functional teams to support budgeting and forecasting.Identify opportunities for process improvement and cost optimisation to enhance business performance.Provide strategic guidance on financial transactions, investment decisions, and risk management.Implement procedural and technological enhancements to improve financial workflows and reporting standards.Deliver training sessions to develop finance team capabilities and drive continuous professional growth.Collaborate with senior leadership on special projects and financial strategy initiatives.
Qualifications & Skills:
ACA/ACCA/CIMA Qualified or equivalent, with proven success in finance leadership roles.Experience within the recruitment or professional services sector is highly desirable.Strong leadership and communication skills, with the ability to influence and inspire teams.Proficiency in financial systems and accounting software, with a strong understanding of financial principles.Excellent analytical and problem-solving abilities, with a keen attention to detail and compliance.Experience in auditing processes and financial risk management is advantageous.....Read more...
This role will challenge you to bring out your very best attributes. Integrity and trust are paramount and we would expect you to bring energy and a passion to learn. You will be trained and involved in all aspects of the business to grow and develop into a career within our Financial Services Practice. We will provide ongoing training and will support you in your journey though the apprenticeship scheme. You will need to have initiative to work on your own as well as part of a team, and have a can do attitude to complete tasks and your workload.
Key Duties and Responsibilities:
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
Preparing report packs
Head Office follow up / general enquiry calls / chasing & following up with external providers
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
Sending confidential documents to clients via Qwil
Sending out Letters of Authority and chasing providers
Posting articles on Linked In pages
Reporting to the Practice Manager and working as part of a team.
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Keeping the office area tidy and presentable at all times
Using the internal intranet system
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 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 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:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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.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:At Robur Wealth Management our focus is on maintaining long-term trusted relationships with clients, showing distinct quality, integrity and excellence, which in turn gives clients financial peace of mind.
We provide advice to individuals and businesses. Our advice is tailored and our clients are varied.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Punctual,Integrity & Trustworthy....Read more...
An opportunity has arisen for a Clinical Services Manager with experience in pathway and waitlist management to join an established healthcare provider. This role offers excellent benefits and a competitive salary.
As a Clinical Services Manager, you will oversee the operational performance, financial management, and service delivery of multiple NHS community contracts.
You will be responsible for:
* Overseeing capacity planning, appointment scheduling, and clinic management.
* Leading a team to achieve performance targets and service outcomes.
* Monitoring referral rates, ensuring sufficient clinical staffing, and managing patient pathways.
* Managing financial performance, including budget oversight, cost control, and revenue tracking.
* Developing and maintaining strong relationships with internal and external stakeholders, including NHS commissioners and local authorities.
* Leading service teams, chairing meetings, and ensuring compliance with organisational policies and healthcare regulations.
* Driving performance improvements through data analysis, KPI monitoring, and operational reviews.
* Ensuring adherence to statutory and regulatory requirements, including NHS and CQC standards.
What we are looking for:
* Previously worked as a Clinical Services Manager, Healthcare Services Manager, Patient Pathway Manager, Healthcare Operations Manager or in a similar role.
* Possess relevant experience in healthcare.
* Experience in pathway and waitlist management.
* Background in managing healthcare services, preferably within ENT or Dermatology.
* Strong financial acumen with experience overseeing budgets and profit and loss management.
* Understanding of NHS service standards and policies.
* Hold a bachelor's degree in healthcare management, business administration, or a related field.
* Skilled in using healthcare systems and data analysis tools.
Apply now for this exceptional Services Manageropportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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