Prepare and submit letters of authority to providers and chasing these through to completion, alongside summarising the information for Financial Advisers
Liaising with product providers to obtain valuations, quotes, and other information for Financial Advisers
Preparing simple annual review letters for clients
Submitting protection applications, bereavement claims, and bond assignments and surrenders, and chasing these through to completion
Processing risk questionnaires and providing Advisers with results
Responding to client queries professionally via telephone and email and greeting visiting clients
Answering all incoming calls and accurately taking information and notes to pass on messages promptly
Managing meeting room bookings
Handling all incoming and outgoing post and distributing this as required
Sending out client satisfaction surveys
Binding reports and preparing documents as required for adviser appointments
Ensuring all relevant compliance, internal business documents, and provider documents are completed and held on the firm’s back-office system
Ensuring all tasks are carried out and completed in line with company policies and procedures as well as all compliance and legislative requirements
Dealing effectively with colleagues, product providers, and third parties
Supporting the wider Support Team, including providing assistance where required
Proactively contributing towards building your own knowledge and experience in financial planning advice and the financial planning industry
Reasonable ad-hoc and other duties, as required by the company
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
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
Training Outcome:This apprenticeship offers the opportunity to build a long-term career within the financial services sector. Subject to successful completion, there is the potential for a permanent position, further professional qualifications and progression into senior administrative, paraplanning or financial planning roles. We are committed to supporting ongoing learning and development within a friendly and supportive team environment.Employer Description:Red IFA are an independent Financial Services Group Practice located within the Midlands who specialise in all areas of financial planning for both corporate and individual clients all over the UK.
Red IFA are directly authorised by the Financial Conduct Authority as such their services are of the highest standard.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Professional and friendly,Reliable and dependable,Interest in Financial Services,Long term career plans....Read more...
Kickstart your career in financial services with a Finance Intern opportunity that offers hands on experience, structured development, and exposure to a broad range of financial operations within a respected Surrey-based financial services firm. Company OverviewThe Opportunity Hub UK is recruiting on behalf of a specialist financial services organisation based in Woking, Surrey. This established business provides tailored financial solutions to both individuals and businesses and has built a strong reputation for professionalism, client care, and technical expertise. With a collaborative and detail-oriented culture, the organisation is committed to developing future talent through structured training and mentoring opportunities. Job OverviewThis Finance Intern position is an excellent opportunity for an ambitious graduate or aspiring finance professional looking to gain practical experience within the financial services sector. As a Finance Intern, you will work full time from the Woking office, supporting a variety of financial, analytical, and administrative functions. The Finance Intern role offers exposure to reporting, client service, financial planning support, and operational processes, providing an excellent foundation for a long-term career in finance. Location: Woking, SurreySalary: £26,000 to £28,000 per annumContract Length: Initial 2-Month Internship with Potential ExtensionStart Date: Immediate Start AvailableWorking Pattern: Monday to Friday, Full TimeWork Arrangement: Office Based Here's what you'll be doing:Assisting with financial reporting, reconciliations, and data analysisSupporting the preparation of management accounts and financial reportsHelping with client communications, documentation, and administrative processesConducting research to support financial planning and advisory activitiesMaintaining accurate records and ensuring compliance with internal procedureCollaborating with colleagues across finance, operations, and client service teamsSupporting day-to-day activities that contribute to the success of the wider business Here are the skills you'll need:Strong numerical and analytical skills with excellent attention to detailExcellent written and verbal communication abilitiesProficiency in Microsoft Office, particularly ExcelStrong organisational skills and the ability to manage multiple prioritiesA proactive and solutions-focused approach to workGenuine enthusiasm for finance and a desire to develop within the industryAbility to work both independently and as part of a collaborative team Work PermissionsYou 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:Competitive salary of £26,000 to £28,000 depending on experienceFull time Finance Intern opportunity based in Woking, SurreyStructured training and mentoring from experienced finance professionalsExposure to a wide range of financial operations and client-facing activitiesSupportive and collaborative working environmentOpportunity to develop valuable technical and professional skillsClear progression opportunities for successful Finance Intern candidates Career AdvantagesA career as a Finance Intern provides an excellent introduction to the financial services sector, one of the most stable and rewarding industries in the UK. This Finance Intern opportunity will help you build technical expertise, commercial awareness, and professional confidence while gaining exposure to real business challenges and client interactions. The skills and experience gained as a Finance Intern can open doors to future careers in financial analysis, accounting, wealth management, financial planning, and broader financial services roles. ....Read more...
Full Stack .NET Developer – FinTech Platforms & Digital Financial Services – Tübingen/ Hybrid
(Key skills: C#, .NET 8/9, ASP.NET Core, JavaScript, TypeScript, Angular, React, Node.js, REST APIs, Azure, Microservices, RabbitMQ, Docker, Azure DevOps, Domain-Driven Design, FinTech)
Are you a passionate Full Stack .NET Developer looking to build the next generation of financial technology platforms? Do you enjoy developing cloud-native applications that power digital financial services, payment solutions and customer-facing fintech products? This is an exciting opportunity to join a rapidly growing FinTech organisation that is transforming how businesses and consumers interact with financial services through innovative technology.
Our client is seeking a Full Stack .NET Developer to join its engineering team in Stuttgart. You will work on modern distributed systems built using .NET 8/9, ASP.NET Core, C#, JavaScript, TypeScript, Angular and React, helping to develop secure, scalable and highly available platforms that support critical financial operations. Working across both frontend and backend development, you will contribute to the creation of intuitive digital experiences, robust APIs and cloud-native services designed to process high volumes of transactions and financial data.
The environment is heavily focused on modern engineering principles including microservices architecture, Domain-Driven Design (DDD), clean architecture and DevOps best practices. You will work with technologies including Node.js, RESTful APIs, RabbitMQ, Docker, Azure Functions, Service Bus and CI/CD pipelines using Azure DevOps and GitHub Actions. Experience developing secure applications, integrating complex systems and building scalable user interfaces using modern JavaScript frameworks will be highly valued. Exposure to regulated environments, financial platforms or transaction-based systems would be advantageous but is not essential.
This is an outstanding opportunity to join a collaborative and technology-driven FinTech business where innovation, ownership and engineering excellence are central to success. You will work alongside highly skilled developers in an Agile environment, contributing to products that directly shape the future of digital financial services while enjoying significant opportunities for professional growth and technical development.
Location: Tübingen, German
Hybrid: Once a month in the offices.
Salary: €65,000 – €75,000 + Bonus + Benefits
Language: At least C1 level German (Oral and Written)
All applicants must have the right to work in Germany.
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NOIREUROPEREC
NOIREURNET....Read more...
Outstanding opportunity for an ambitious sales and recruitment professional to drive growth within the thriving financial services sectorAre you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive financial networks, helping qualified advisers discover a business model that truly puts their success first.Company OverviewThis company stands apart in financial services with a refreshingly honest approach – advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises.The RoleThis is where relationship building meets results-driven sales. You'll be the vital link connecting qualified financial advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self-employed advisers who value independence, competitive earnings, and comprehensive support.Primary Responsibilities:Identify and engage qualified financial advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential Skills and Experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of financial services beneficial, but full training provided for the right candidateWhy This Role MattersThe financial services landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees – a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network.What We Offer:Competitive base salary with uncapped commission structure – suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
Unlock your potential as an Experienced Paraplanner with a forward-thinking financial planning practice that puts people at the heart of everything they do. Join a progressive financial advisory firm where innovative thinking meets traditional values, and where your expertise in financial planning will directly contribute to transforming clients' financial futures across the Midlands region.About the CompanyThis established independent financial planning business has reimagined what modern wealth management should look like. Built on strong foundational values and driven by a clear vision for the future, they specialise in comprehensive life planning that extends far beyond conventional financial advice. Their team of dedicated professionals shares a unified commitment to enriching lives through meaningful conversations, strategic planning, and expert guidance, supporting clients at every stage of their financial journey.The Role OverviewAs an Experienced Paraplanner, you'll be instrumental in delivering exceptional client outcomes whilst working alongside seasoned Financial Planners in a collaborative, growth-focused environment. This position offers the perfect blend of technical expertise and client-centric service delivery, providing substantial opportunities for professional development within a company that genuinely invests in its people's success.Your Core Responsibilities:Research and identify comprehensive financial planning opportunities tailored to individual client objectivesPrepare detailed suitability reports and strategic recommendations for Financial Planner approvalConduct thorough fund research and analysis utilising industry-leading platforms such as FE AnalyticsMaintain current due diligence research across funds, platforms, and product providersGenerate cumulative return analyses and performance reporting for team collaborationEnsure all client documentation meets regulatory compliance standards and quality benchmarksEssential Qualifications and Experience:Minimum 2 years' paraplanning experience within an established IFA environmentComprehensive knowledge of diverse financial products and planning strategiesDipPFS qualification or equivalent Level 4 professional certification preferredProven track record of delivering exceptional client communication and service standardsStrong collaborative approach with demonstrated team working capabilitiesExtensive experience with IFA systems, processes, and regulatory requirementsOutstanding attention to detail with commitment to quality service deliveryPersonal attributes including adaptability, enthusiasm, reliability, and professional integrityWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Comprehensive Benefits Package:Competitive salary up to £38,000 based on experience and qualificationsFlexible hybrid working arrangement - 3 days office-based, 2 days working from homeGenerous 31 days annual leave entitlement including bank holidaysComprehensive income protection coverageLife assurance at 4x annual salaryEnhanced company sick pay schemePension scheme with salary sacrifice optionsEmployee referral rewards programmeEmployee Assistance Programme for personal supportWellness and mental health support initiativesFinancial wellbeing resources and guidanceWhy Build Your Career in Financial Planning?The financial planning sector continues to evolve rapidly, driven by regulatory changes, technological advancement, and increasing demand for comprehensive wealth management services. For experienced paraplanners, this presents exceptional opportunities to develop specialised expertise in high-growth areas including pension planning, investment management, and holistic financial advice. With an ageing population and growing awareness of financial planning importance, skilled professionals can expect strong career prospects, competitive compensation, and the satisfaction of making a meaningful impact on clients' financial security and life goals.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.This exceptional Experienced Paraplanner opportunity is brought to you by The Opportunity Hub UK - connecting ambitious financial services professionals with career-defining positions.....Read more...
Kickstart your career at the intersection of technology and client success with a Client Services Engineer opportunity that offers hands on experience supporting innovative software solutions used within the financial services sector.Company OverviewThe Opportunity Hub UK is recruiting on behalf of a specialist financial technology organisation based in London. This established business develops advanced software solutions that help financial institutions manage complex operational and regulatory requirements. With a collaborative culture, strong technical expertise, and continued growth, the organisation is committed to developing talented professionals through structured learning, mentoring, and real-world project exposure.Job OverviewThis Client Services Engineer opportunity is ideal for an aspiring technology professional looking to gain valuable commercial experience within a software and financial technology environment. As a Client Services Engineer, you will work closely with clients, software engineers, and product teams to support software implementations, resolve technical issues, and ensure an outstanding customer experience.The Client Services Engineer role provides exposure to software delivery, technical support, client engagement, and financial technology solutions, making it an excellent opportunity for someone looking to build a long-term career within technology and client services.This Client Services Engineer position offers an immediate start and is initially offered as a 2-month internship, with the potential for extension based on performance and business requirements.Location: LondonSalary: £26,000 to £28,000 per annumContract Length: Initial 2-Month Internship with Potential ExtensionStart Date: Immediate Start AvailableWorking Pattern: Monday to Friday, Full TimeWork Arrangement: Hybrid Working (2 Days Office, 3 Days Remote)Here's what you'll be doing:• Assisting clients with technical queries and product-related support requests• Supporting software implementations and onboarding activities• Investigating and troubleshooting technical issues across software platforms• Collaborating with engineering and product teams to resolve client challenges• Monitoring system performance and escalating issues where required• Maintaining accurate records of support cases and client interactions• Contributing to process improvements and client service initiatives• Supporting ongoing product enhancements and customer success activitiesHere are the skills you'll need:• Strong problem-solving and analytical skills• Excellent communication and interpersonal abilities• Basic understanding of software systems, databases, or programming concepts• Ability to explain technical concepts to both technical and non-technical audiences• Strong organisational skills and attention to detail• Ability to work independently and as part of a collaborative team• A genuine interest in technology, software, and client-facing work• Eagerness to learn and develop as a Client Services EngineerWork PermissionsYou 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:• Competitive salary of £26,000 to £28,000 depending on experience• Immediate start available• Initial 2-month internship with potential extension• Hybrid Client Services Engineer role with 2 days in the London office and 3 days working from home• Structured training and mentoring from experienced technology professionals• Exposure to financial technology platforms and live client projects• Supportive and collaborative working environment• Access to best in class technology and learning resources• Opportunity to develop valuable technical, commercial, and client management skills• Clear progression opportunities within client services, technology, software delivery, and consultingCareer AdvantagesA career as a Client Services Engineer offers a unique blend of technical development and client-facing experience, making it one of the most versatile entry points into the technology sector. This Client Services Engineer opportunity provides hands on exposure to software platforms, customer success, troubleshooting, and solution delivery within a fast-growing financial technology environment. The skills and experience gained as a Client Services Engineer can create pathways into solutions engineering, technical consulting, customer success management, software engineering, product management, and technology leadership roles.....Read more...
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Harper May is working with a founder-led financial services firm managing assets across multiple regulated markets. The business has grown steadily over the past five years, expanding its product range and client base, and is now at a stage where it requires deeper financial infrastructure and strategic capital planning to support the next phase of growth. The firm operates in a complex regulatory landscape and reports to multiple authorities. It is seeking a Chief Financial Officer to join the leadership team.
The Role
Reporting to the Chief Executive, the Chief Financial Officer will own financial strategy, capital management, regulatory compliance, and performance reporting. This is a senior appointment requiring both technical rigour and commercial judgment, with the authority to shape how the organisation thinks about growth, risk, and sustainable value creation.
Develop and execute a multi-year financial strategy aligned to shareholder and stakeholder expectationsLead capital allocation, funding decisions, and balance sheet management across the groupManage regulatory reporting, compliance calendars, and relationships with supervisory bodiesBuild and own the financial control environment, including internal audit, risk systems, and governance processesProvide board-level financial analysis, forecasting, and scenario planning to support strategic decisionsEstablish and lead a finance team capable of supporting scale and operational complexityOversee external audit, statutory accounts, and stakeholder communications
What we are looking for
ACA, ACCA, or CIMA qualifiedSenior finance leadership experience within a regulated financial services environmentClear understanding of capital requirements, prudential regulation, and conduct frameworksProven track record operating as a CFO or Finance Director in a multi-regulated businessStrategic mindset combined with strong operational discipline and attention to controlAbility to communicate clearly with boards, regulators, and external stakeholders
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Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).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:
CF1 - awarded by The Chartered Insurance Institute (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.Training Outcome:The desire to progress within the organisation would be beneficial. There is an opportunity to develop over time, including support for higher level professional qualifications, working towards paraplanning and advice. The role is permanent.Employer Description:We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Creative,Positive attitude,Time management....Read more...
Lead financial strategy at London's most innovative regulatory technology company, where your expertise will drive PE value creation and shape the future of trade reporting solutions. Working at the intersection of finance and cutting-edge technology, this PE-backed RegTech specialist is transforming how financial institutions navigate complex regulatory landscapes. With sophisticated trade reporting platforms and a growing client base of tier-one financial services firms, they're seeking a senior finance professional to accelerate their expansion journey. The Company This dynamic RegTech business operates in one of the most challenging and lucrative sectors within financial technology. Backed by private equity investment, they've established themselves as leaders in trade reporting and regulatory compliance solutions, serving major financial institutions across Europe. Their platforms handle billions in transaction reporting, making regulatory compliance seamless for clients whilst generating substantial recurring revenue streams. Your Role as FP&A Director Reporting directly to the CFO, you'll become the strategic finance partner driving business growth and PE value creation. This isn't just about numbers - you'll be the financial voice guiding critical business decisions, from M&A opportunities to product development investments. Here's what you'll be doing:Develop sophisticated financial models that capture the complexity of RegTech revenue streams and regulatory capital requirementsPresent strategic insights to PE stakeholders and board members, translating complex financial data into actionable business intelligenceLead comprehensive budgeting and forecasting processes that align with aggressive growth targets and investor expectationsOversee regulatory reporting obligations, ensuring compliance with FCA requirements whilst optimising capital efficiencyDrive commercial analysis supporting pricing strategies, client profitability assessment, and market expansion initiativesManage relationships with external auditors, regulatory bodies, and PE partners through seamless financial reportingHere are the skills you'll need:5-8 years of progressive FP&A experience within financial services, RegTech, or high-growth FinTech environmentsProven track record working with PE stakeholders, including board presentations and investor relations activitiesStrong foundation in regulatory reporting and compliance, ideally with exposure to MiFID II, EMIR, or trade reporting frameworksProfessional qualification (ACA, ACCA, CIMA) with advanced Excel and financial modelling capabilitiesExceptional communication skills with ability to influence senior stakeholders and translate complex financial conceptsExperience in SaaS metrics and technology business models, understanding recurring revenue dynamics and growth indicatorsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Key perks and benefits:Highly competitive salary package £75,000 - £80,000 Performance-based bonus structure reflecting individual and company achievementsHybrid working arrangements with modern London office facilitiesComprehensive benefits including private healthcare, enhanced pension contributions, and professional development budgetDirect exposure to PE best practices and strategic planning methodologiesClear progression pathway within a rapidly scaling organisationWhy Choose RegTech Finance? The regulatory technology sector represents one of the fastest-growing segments within FinTech, driven by increasing compliance complexity and digital transformation across financial services. RegTech professionals enjoy exceptional career prospects, with demand for specialist skills consistently outstripping supply. This role offers unique exposure to both traditional finance excellence and innovative technology solutions, positioning you at the forefront of an industry reshaping global financial infrastructure. This exceptional FP&A Director opportunity is brought to you by The Opportunity Hub UK - connecting ambitious finance professionals with career-defining roles in London's most exciting growth companies.....Read more...
At The Opportunity Hub UK, we're excited to introduce an incredible opportunity with a rapidly growing financial services company. We're on the hunt for enthusiastic Sales Executives who want to embark on an exciting journey with us. Join this dynamic team where success knows no bounds and your career can truly soar!Company Overview:Our client is a prominent player in the financial services industry, driven by a team of seasoned professionals with extensive experience in hedge funds, trading institutions, and global education companies. Their senior trading team boasts decades of combined knowledge, offering trading strategies and mentoring programs that cater to traders of all levels.Throughout the years, their head traders have spread their expertise across the globe, helping aspiring traders from diverse backgrounds achieve their financial goals. This company has developed top-tier educational and mentoring programs tailored to individuals worldwide.Job Overview:As a Sales Executive with our client, your role is anything but ordinary. You'll be at the forefront of our mission to transform aspiring traders into successful professionals. Here's what you'll be doing:Here's what you'll be doing:Initiate outbound calls and handle incoming inquiries to transform potential clients into funded trading accounts.Cultivate strong client relationships and seize business opportunities by delivering exceptional customer service.Stay up-to-date on forex products and market trends, enabling you to provide expert advisory services.Develop and nurture sales pipelines to consistently meet and exceed targets.Here are the skills you'll need:Exceptional communication and client service skills.The ability to simplify complex products and evaluate client needs effectively.A burning passion for rapid advancement in a fintech-focused sales environment.Self-motivation and an unwavering commitment to continuous improvement.While experience in forex trading or financial sales is advantageous, it's not a prerequisite. They offer comprehensive in-house training to equip you for success.Here are the benefits of this job:Unlimited earning potential through generous commissions.Monthly incentives and bonuses for achieving targets.Opportunities for career development and growth.A vibrant, fast-paced work environment.Equal opportunities for advancement within their diverse team.Work Permissions:You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Why a career in this sector is fantastic:Embark on your sales career in one of the world's largest financial markets by applying today! Join our remarkable team at this leading financial services firm, where diversity and fairness thrive, and your potential as a sales superstar can shine. This is your chance to be part of something extraordinary and redefine success in the financial services industry.Don't miss out on this fantastic Sales Executive opportunity. Apply now and step into a world of endless possibilities with The Opportunity Hub UK and our esteemed client!....Read more...
Maintaining accurate and organised client records using Salesforce and Microsoft Office, including Word, Excel and Outlook
Preparing documentation to support financial advisers and client meetings
Communicating professionally with clients, providers and internal teams
Supporting the administration of client accounts, including record updates, service requests and follow-up actions
Helping ensure client information and processes are handled accurately, confidentially and in line with regulatory requirements
Actively partaking in weekly online apprenticeship workshops and applying your learning in the workplace
Training:
We are set up to enable your success throughout and as such you will be fully supported through a Level 3 apprenticeship programme, with weekly online training workshops, on-the-job learning and guidance from experienced colleagues
You will also be part of a colleague buddy scheme to help further support your transition into the working world.
You will learn the basics of working in a professional office environment and over time, you will build specialist knowledge of financial services administration, client service, compliance, systems and adviser support
Training Outcome:
Successful apprentices could go on to be Financial Services Administrators, Paraplanners or Advisers
Employer Description:Franklyn provides financial planning tailored to each individual's needs, ensuring a personalized approach to wealth management. Our services focus on preserving and growing wealth, managing assets efficiently, and protecting individuals from financial risks. Through expertise and experience, Franklyn supports clients in making the right financial decisions for their future. Based in Congleton, we pride ourselves on building lifelong relationships with our clients and partnering with trusted organizations such as Stoke City FC and Sale Sharks Rugby Club.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience,Positive attitude,Willingness to learn,Good time management,Able to work independently....Read more...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning.Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region.The CompanyThis dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish.Your RoleAs an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence.Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory ServicesThe wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning.Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
German-Speaking FX & Trade Finance Broker - City of LondonA game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London.Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital.About the CompanyThis established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets. Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions. Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence.The Role at a GlanceAs a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products. This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district.Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services?The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation. For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas. With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets.This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services.....Read more...
Support with case management and workflow tracking
Prepare and check client files for accuracy and compliance
Update systems and ensure records are complete
Help capture and maintain key client information
Assist with quality checking and reducing administrative errors
Training:Paraplanner and Financial Planner Level 4.
Training will take place online through a specialist training provider to help you get the most out of your qualification.Training Outcome:The role is expected to develop over the course of the apprenticeship, and the candidates can expect to gain exposure to many parts of financial services. This role would suit someone who would be looking at long term career goals of a Financial Planner or similar. Employer Description:We are a national group bringing together financial planning, asset management and platform services into one seamless experience.Working Hours :Monday to Thursday 08:45 - 17:15 with 1-hour lunch. Friday 08:45 - 14:15.Skills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working....Read more...
Job Description:
Core-Asset Consulting is working with a global financial services technology firm to recruit an experienced Business Analyst. This is an excellent opportunity to join a collaborative, international team supporting the delivery and scaling of digital advice solutions for financial institutions across multiple markets.
In this role you will focus on understanding client needs and translating them into clearly defined business requirements. Working closely with stakeholders, delivery teams, and clients to support the successful implementation and enhancement of technology-driven financial advice solutions.
Essential Skills/Experience:
Bachelor’s degree or equivalent
Minimum 5 years’ experience in a customer-facing Business Analyst within financial advice, financial services, or a related sector
Experience using Jira, Confluence, and Bitbucket
Experience working with financial services technology
Excellent stakeholder engagement and communication skills
Demonstrated experience working collaboratively within delivery-focused teams
Core Responsibilities:
Lead client meetings and workshops to gather and understand business requirements
Document, analyse, and validate requirements using appropriate collaboration tools
Identify gaps in requirements, including data validation, error handling, and edge cases
Liaise with internal teams to ensure solutions align with captured requirements
Provide regular progress and status updates to key stakeholders
Support testing activities to ensure solutions meet documented business needs
Deliver client demonstrations of configured solutions
Maintain and enhance internal documentation and knowledge repositories
Contribute to continuous improvement initiatives, including process optimisation
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: (16377)
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...
Project Manager – Technology Lifecycle Management (TLM)
Location: Canary Wharf, London (On-Site)
Contract: 12-Month Fixed-Term Contract
Salary: to £60k + Benefits
Sector: Financial Services | IT Infrastructure | Technology Lifecycle Management
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Project / Programme Manager – Technology Lifecycle Management
Our client, a leading global technology services and infrastructure provider, is seeking an experienced Project / Programme Manager to lead the delivery of a large-scale Technology Lifecycle Management (TLM) programme for a major financial services organisation.
This is an exciting opportunity to take ownership of a high-profile technology refresh programme, managing complex infrastructure deployments across multiple locations while working closely with senior stakeholders in a fast-paced enterprise environment.
Based on-site in Canary Wharf, this role may require occasional evening, weekend, and EMEA travel to support programme delivery.
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The Role
As Project / Programme Manager, you will be responsible for the successful planning, coordination, and delivery of a large-scale technology lifecycle programme, ensuring projects are delivered on time, within budget, and to the highest quality standards.
You will act as the key liaison between the client, delivery teams, and third-party suppliers, providing leadership across multiple concurrent workstreams and ensuring effective stakeholder engagement throughout the programme lifecycle.
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Key Responsibilities
• Lead the end-to-end delivery of a Technology Lifecycle Management (TLM) programme across multiple sites.
• Develop and maintain detailed programme plans, schedules, and delivery roadmaps.
• Manage programme budgets, financial reporting, and cost control activities.
• Coordinate internal teams, suppliers, and client stakeholders to ensure successful delivery.
• Identify, manage, and mitigate programme risks, issues, and dependencies.
• Ensure all project documentation, governance, and reporting are maintained to a high standard.
• Monitor programme performance against agreed objectives, milestones, and KPIs.
• Ensure compliance with Health & Safety, operational, and client requirements.
• Provide regular status updates and executive-level reporting to key stakeholders.
• Drive continuous improvement and delivery excellence across the programme.
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About You
To be successful in this role, you will have a proven track record of delivering complex infrastructure, workplace technology, or IT lifecycle programmes within enterprise environments.
You will be a highly organised and commercially aware project leader, capable of managing multiple stakeholders and workstreams while maintaining exceptional attention to detail.
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Skills & Experience Required
• Proven experience delivering large-scale IT infrastructure, technology refresh, or lifecycle management programmes.
• Strong project and programme planning, scheduling, and coordination expertise.
• Experience managing budgets, forecasting, and financial reporting.
• Excellent stakeholder management and client-facing skills.
• Ability to manage multiple projects and priorities simultaneously.
• Strong risk, issue, and dependency management experience.
• Excellent communication, leadership, and organisational skills.
• Experience working within enterprise or financial services environments would be advantageous.
• PRINCE2, PMP, MSP, or equivalent project management certification desirable.
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What's on Offer
• Opportunity to lead a high-profile programme for a major financial services organisation.
• Exposure to complex, enterprise-scale technology transformation projects.
• Collaborative and professional working environment.
• Competitive salary and benefits package.
• Potential travel across the EMEA region.
• Long-term career development opportunities within a growing technology services organisation.
If you're an experienced Project or Programme Manager with a background in technology infrastructure and enterprise delivery, we'd love to hear from you.
@mecscomms: uniting opportunity with ambition in Telecoms | Media | Technology
@mecscomms is the brand name of MECS Communications Ltd who provide permanent & contract recruitment consultancy service as an Employment Agency & Employment Business.
For more information or a list of current vacancies, please see our web site at mecscomms.co.uk....Read more...
As an apprentice, you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:
Providing day-to-day team support, helping to keep processes running smoothly and efficiently
Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track
Supporting team projects and contributing ideas to improve ways of working
Collaborating with colleagues across different departments to understand how the business connects
Acting as a reliable point of contact within your team for queries and coordination
Preparing documents such as presentations, reports, and meeting materials
Managing correspondence, including emails and phone enquiries
Maintaining accurate records using internal systems
Supporting with data gathering and liaising with third-party providers
Building your understanding of financial services processes, including regulatory requirements
Training:Financial Services Administrator Level 3.Training Outcome:After completing the Financial Services Administrator Level 3 apprenticeship, apprentices are expected to progress into more established administrative or operational roles within financial services.
This may include opportunities in areas such as client services, operations, compliance support, onboarding, or team administration.
With experience, individuals may move into more specialist positions or continue their development through further professional qualifications or advanced apprenticeships.
The apprenticeship provides a strong foundation of industry knowledge, practical skills, and workplace experience, helping learners build confidence and prepare for longer-term career progression within the financial services sector. Employer Description:Raymond JamesWe offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.
The investment world is continually changing, and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but also cutting-edge technology and systems.
Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this, some clients may wish to have their own holdings, which they choose or wish to hold, and we offer satellite ‘Execution Only’ accounts that allow us to concentrate on your core mandate. You’ll also be able to monitor your own investments, 24/7, through Client Access – Raymond James’ secure online portal.
We have an extensive research capability with access to analysts employed by Raymond James and its affiliates who provide analysis on securities across the globe with award-winning research. Working Hours :35 hour working week, 18-month contract duration.
Days and shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Position: Account Manager - Financial Services PR Location: Central London Salary: £35,000 - £40,000 Working Pattern: Hybrid (3 days office-based) The Opportunity A dynamic Corporate Communications agency in Central London seeks an experienced Account Manager to join their award-winning team. This role offers the perfect platform for an ambitious PR professional looking to specialise in Financial Services while working with a diverse portfolio of prestigious clients. Your Role As Account Manager, you'll shape and deliver strategic communications campaigns while mentoring junior team members and maintaining excellent client relationships. This position combines strategic thinking with hands-on campaign execution. Key AccountabilitiesCraft and implement strategic PR initiativesLead and develop a high-performing teamEstablish trusted client partnershipsDrive media relations and content strategyAnalyse campaign effectivenessCoordinate integrated communicationsPioneer innovative PR approachesEssential ExperienceProven PR account management backgroundDemonstrable campaign success storiesFinancial Services sector knowledgeTeam leadership capabilitiesStrategic planning expertiseCrisis communications managementBudget management proficiencyThe Ideal Candidate You'll be a natural relationship builder with strong commercial acumen and a passion for Financial Services. Your ability to navigate complex stakeholder relationships will be matched by your creative approach to communications challenges. Personal QualitiesStrategic mindsetCreative problem-solverExcellent communicatorNatural leaderDetail-orientedResults-drivenCommercially astutePackage & BenefitsCompetitive base salaryFlexible working arrangementsProfessional development opportunitiesIndustry networking eventsModern central London officeCollaborative team environmentCareer progression pathway....Read more...
The apprentice will gain practical experience across administration and client support, learning how a professional financial services firm operates.
Day-to-day duties will include:• Supporting advisers with administrative tasks• Preparing and processing client documentation• Managing client records and updating internal systems• Handling incoming calls and emails professionally• Liaising with providers and third parties• Assisting with meeting preparation and follow-up• General office administration and organisation
This is a varied role offering exposure to all areas of the business, with full training provided.Training:Professional qualification:
R01 (Financial Services & Ethics.Completion will provide a solid foundation for the learner and can lead on to progression to study in other areas.
Enhances your understanding of the Financial Services industry with a focus on key areas such as regulation, relevant legislation and ethical standards, outlined in the code of Ethics.
Training Outcome:This role offers strong long-term progression within the business. Upon successful completion of the apprenticeship, there is the opportunity for a permanent position, further professional qualifications, and progression into senior administrative position.Employer Description:Parks Wealth Management provides financial advice to individuals and businesses, specialising in pensions, investments, tax planning, and estate planning. You help clients manage and grow wealth, plan income, and structure finances efficiently with ongoing, personalised advice.Working Hours :Monday to Friday, 9:30am – 5:00pm (including a 30-minute paid lunch break).Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Ambition,Positive attitude,Personable,Professional....Read more...
Position: Software Development Placement – Computer ScienceLocation: UK About the Company:This innovative financial services firm in Woking develops cutting-edge technology solutions that drive success across the sector. The company is committed to nurturing emerging talent, providing meaningful professional development, and fostering careers within the fintech industry.Position Overview:This placement is ideal for undergraduate students in Computer Science who have a demonstrable interest in financial services. Preference will be given to final year students or those seeking a longer assignment such as a placement year.Key Responsibilities:Collaborate on real-world software development projectsContribute to both front-end and back-end development initiativesParticipate in troubleshooting and debugging exercisesAttend project meetings and planning sessionsWork with various programming languages and frameworksAssist in implementing new features and functionalitiesEssential Requirements:Currently pursuing an undergraduate degree in Computer Science or related disciplineDemonstrable interest in the financial services industry (via projects, modules, or extracurricular activities)Strong programming foundation (Java, C++, Python, etc.)Understanding of software development methodologiesExcellent problem-solving abilities and attention to detailAbility to work independently as a self-starterMust have the legal right to work in the UK (visa sponsorship not available)Technical Skills:While specific technical expertise is not mandatory, candidates must demonstrate a technological mindset and aptitude, with a passion for applying technology to solve business problems in the financial sector.Compensation:Competitive salary of £25,000 per year, commensurate with skills and experience.Career Development:This opportunity provides an excellent foundation for a career in fintech, potentially leading to roles in software development, financial systems architecture, or data analytics. Candidates will gain hands-on experience and mentorship from seasoned industry professionals.Work Authorisation:Candidates must have the legal right to work in the United Kingdom. Candidates under the graduate visa scheme are not eligible.....Read more...
You will provide a high level of technical and administrative support while maintaining an excellent level of customer service to clients of the Practice.
You will be a point of contact for clients and third parties dealing with general enquiries
Responsible for business submission using bespoke software
Ensuring that the business obtained is being processed in a timely way
Due to the nature of the business, tasks must be completed within a timely manner
Daily checking of CFRs, Advice Records and Advice Sets on Salesforce and iBusiness
Managing PQS, reviews and Consumer Duty processes
Identifying and reporting compliance flags
GDPR record maintenance and third-party introducer documentation
Processing EBS, Advice Sets and case submissions via iBusiness
Preparing straightforward Suitability and New Business Reports
Issuing approved Suitability Letters, including Drawdown Reviews
Updating Salesforce, managing WIP and post-meeting actions
Tracking cases with Paraplanners and maintaining accurate CRM records
Providing compliance and task completion data to management
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
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:
CF1 - awarded by The Chartered Insurance Institute (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
Training Outcome:Following the completion of the apprenticeship programme you’ll have the opportunity for further development. You might choose to undertake a higher-level apprenticeship, or study for additional professional qualifications, or undertake further training. It’s our goal to ensure you’re inspired to make a difference by actively contributing to the continued growth of the business.Employer Description:One of the UK's leading wealth management organisations. A company of experienced professionals who develop essential business and financial services skills helping their clients to grow both personally and professionally.Working Hours :Monday - Friday - 8am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Non judgemental,Positive attitude,Time management,Willingness to learn,Working independently,Reliability and integrity,Maintaining confidentiality,Financial Services Industry....Read more...
Position Overview: An exciting opportunity for a creative undergraduate with strong research and analytical skills to join a growing financial services firm on a strategic social media development project. About the Company: Our client is an established financial services provider with 15 years of industry experience, currently undergoing significant growth and transformation. They are expanding their product offerings for British homeowners while seeking to strengthen their digital presence and customer engagement strategies. Key Responsibilities:Research industry trends, competitor strategies, and social media best practicesAudit current social media and customer communication effortsIdentify optimal channels and platforms for engagement (Website, LinkedIn, email, etc.)Develop content themes and engagement ideas tailored to each channelCreate a strategic proposal with actionable recommendationsPresent findings and proposed strategy to the team at project conclusionEssential Requirements:Currently pursuing an undergraduate degree in Marketing, Communications, Business or related fieldPassion for social media, branding, and digital engagementStrong research and analytical capabilitiesExcellent writing and communication skillsCreative and strategic thinking abilitiesAbility to work independently as a self-starterMust be able to work in the office in WokingAll applicants must have the right to work in the UKDesirable Skills:Understanding of financial services industryExperience with social media analytics toolsKnowledge of content creation and managementPrevious project development experienceInterest in customer engagement strategiesDevelopment Opportunities: This role provides hands-on experience in strategy development within the financial services sector. You'll gain practical skills in marketing research, social media strategy, and business communications while working on a comprehensive project from research to presentation. This experience provides excellent portfolio material and forms a strong foundation for careers in digital marketing, social media management, or communications.....Read more...
The administration role is expected to last for a minimum of 18 months and includes:
Answering incoming client telephone calls
Setting up meetings for advisers and clients
Attending the quarterly team meeting and taking minutes
Inputting and maintaining accurate information relating to the advice process and clients
Gathering policy information and adding details to our back office system
Processing incoming post
Preparing valuation letters for clients
Providing administration support to advisers in order to support the flow of the initial and ongoing advice processes
Contributing ideas for enhanced administration processes
Adhering to regulatory requirements and code of conduct
Training: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
Training Outcome:Following completion of the administration apprenticeship, we will look to enrol you on the paraplanning apprenticeship. The paraplanning role is expected to last for a minimum of 18 months and includes:
Researching suitable products that align with the advisers' recommendations
Completing cashflow modelling
Ensuring client fact finds contain all relevant and accurate information
Completing research for pensions, investments, and protection recommendations as well as inheritance tax planning solutions
Writing suitability reports for advisers to present to clients
Contributing ideas for enhanced paraplanning processes
Adhering to regulatory requirements and code of conduct
On completion of the above two stages, your progression and future focus will be discussed, including whether you want to proceed to become a trainee financial adviser. At which point, your journey towards your chosen area in financial services can begin.Employer Description:A chartered financial planning firm offering independent financial advice to retail customers. Our advice is personalised to the needs and objectives of our clients, and we work with them to create a long lasting relationships to support them through their early years of accumulating funds, and retirement when they may need to withdraw funds. We advise on pensions, investments, protection, and inheritance tax planning.Working Hours :Monday to Friday, 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,Initiative,Good time keeping....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
NOIREUROPEREC....Read more...
Looking to join an organisation where you can provide strategic financial leadership during a period of change? This Interim Finance Manager opportunity offers the chance to lead a finance function, support business transformation, and provide expert financial guidance to senior stakeholders. In the Finance Manager role, you will be:
Leading the finance function, ensuring robust financial control, governance, and compliance Producing management accounts, budgets, forecasts, Board reports, and financial insights Overseeing statutory accounts, payroll, VAT, cashflow, audits, and financial reporting Managing and developing a small finance team while driving continuous improvement Supporting business transformation through process improvements, systems development, and financial planning
To be successful, you will need:
A recognised accountancy qualification (ACA, ACCA, CIMA or CIPFA) with significant post-qualification experience Strong knowledge of management accounts, statutory reporting, budgeting, forecasting, VAT, payroll, and audits Experience managing finance across multiple entities or complex organisations Excellent leadership, analytical, communication, and stakeholder management skills Advanced Excel skills and experience using financial systems
This is a temporary position, working 37 hours per week, Monday to Friday. You'll be on an hourly rate of £28.58 per hour, based in offices in Abergele. If you're an experienced finance professional looking for a rewarding temporary role where your expertise will help support the delivery of vital services, we'd love to hear from you.....Read more...
