Controller - Responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting and controls functions for the organization, including legal entity, financial and regulatory, as well as product valuation; and provide this expertise to strategic and ongoing technology and operational process improvement initiatives. The different types of Controller roles consist of Legal Entity Controller, Financial Controller, Product Controller, Valuation Controller, Treasury Controller, Investor Services Controller, Global Controller, and Bank Controller.
Financial Analysis - Create meaningful analysis and reporting in support of our businesses. Coordinate with partners across the firm to provide financial and strategic analysis, creation, oversight and coordination of financial planning and forecasting.
Program Management - Contribute to programs that are large scale and comprised of multiple projects and workstreams. Initiatives drive cross line of business or firm-wide agendas for implementation of new regulations, standards or policies.
Business Management - Help to drive business strategy and growth, manager business risks and optimise performance and planning across a variety of functional groups.Training Outcome:Top performing Apprentices have the opportunity to be promoted to Analyst level after a 1 year tenure at the firm. After completing the 2-year Apprenticeship Program, high-performing Apprentices will also have the opportunity to join the Global Finance and Business Management Graduate Program. The Graduate Program provides an opportunity to undertake 3 one-year rotations within Finance and Business Management, whilst completing the CIMA qualification. It also provides further opportunity for top performers to promote to Associate level.Employer Description:JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here’s where we stand today:
· We are a leading global financial services firm with assets of $2.6 trillion.
· We have a presence in over 100 markets.
· We have over 250,000 employees.
· We serve millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients.
· We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
· Our stock is a component of the Dow Jones Industrial Average.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Data analysis,Passion for accounting,Willingness to learn,Can-do attitude,Collaborative work environment,Highly motivated....Read more...
Controller - Responsible for ensuring the overall integrity and validity of the financial statements and controls over the transaction cycle; performing critical reporting and controls functions for the organization, including legal entity, financial and regulatory, as well as product valuation; and provide this expertise to strategic and ongoing technology and operational process improvement initiatives. The different types of Controller roles consist of Legal Entity Controller, Financial Controller, Product Controller, Valuation Controller, Treasury Controller, Investor Services Controller, Global Controller, and Bank Controller.
Financial Analysis - Create meaningful analysis and reporting in support of our businesses. Coordinate with partners across the firm to provide financial and strategic analysis, creation, oversight and coordination of financial planning and forecasting.
Program Management - Contribute to programs that are large scale and comprised of multiple projects and workstreams. Initiatives drive cross line of business or firm-wide agendas for implementation of new regulations, standards or policies.
Business Management – Help to drive business strategy and growth, manager business risks and optimise performance and planning across a variety of functional groups.
Training:Working towards a Level 4 Professional accounting or taxation technician apprenticeship standard, delivered by BPP.Training Outcome:Top performing Apprentices have the opportunity to be promoted to Analyst level after a 1 year tenure at the firm. After completing the 2-year Apprenticeship Program, high-performing Apprentices will also have the opportunity to join the Global Finance and Business Management Graduate Program. The Graduate Program provides an opportunity to undertake 3 one-year rotations within Finance and Business Management, whilst completing the CIMA qualification. It also provides further opportunity for top performers to promote to Associate level.Employer Description:JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here’s where we stand today:
· We are a leading global financial services firm with assets of $2.6 trillion.
· We have a presence in over 100 markets.
· We have over 250,000 employees.
· We serve millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients.
· We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management.
· Our stock is a component of the Dow Jones Industrial Average.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Data analysis,Passion for accounting,Willingness to learn,Can do attitude,Collaborative environment,Highly motivated....Read more...
Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).Employer Description:We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgagesWorking Hours :Monday to Friday 09:00 – 17:00, 60 minutes lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working....Read more...
Accounting Support: Learn how to record financial transactions, including purchases, sales, and payments related to property projects and services
Invoicing & Billing: Assist with generating invoices for clients, tracking payments, and maintaining accurate records of all financial transactions
Accounts Receivable & Payable: Help process incoming and outgoing payments, including supplier invoices and client payments, ensuring accounts are up to date
Bank Reconciliation: Support the team with reconciling company bank statements, matching transactions, and ensuring all financial data is accurate
Budget Monitoring: Assist with the preparation of project budgets and track spending to ensure financial control across property services projects
Payroll Assistance: Learn how to process payroll for employees and subcontractors, ensuring accurate calculation of wages, taxes, and benefits
VAT & Tax Reporting: Assist in preparing VAT returns and understanding tax compliance specific to the property services industry
Document Management: Maintain accurate financial records, filing invoices, receipts, and other documentation in line with company policies and procedures
General Administrative Support: Provide general office support, including data entry, organizing documents, and assisting with internal finance-related queries
Training:
Accounts or finance Assistant (level 2) Apprenticeship Standard
AAT Level 2 Certificate in Accounting
You will attend training provided by Coventry and Warwickshie Chamber Training once a week, Commerce House, 123 St Nicholas Street, Radford, CV1 4FD
Training Outcome:This apprenticeship role is ideal for someone looking to get their start in finance within a dynamic, growing industry. With hands-on experience, mentorship, and the opportunity to gain recognized qualifications, you’ll be well on your way to building a successful career at Ground Up Property Services!Employer Description:At Ground Up Property Services, we specialise in providing high-quality property maintenance, renovation, and management services. With a commitment to excellence, we’ve built a reputation for delivering reliable and professional solutions for residential and commercial clients. As we continue to grow, we’re looking to expand our finance team by offering an exciting apprenticeship for individuals eager to start their career in finance.Working Hours :Monday- Friday
9am- 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
Providing guidance and updates to clients and professional parties• Building and strengthening relationships with existing clients• Liaising with clients in order to obtain basic fact-finding information• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lenderTraining:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sectorAn understanding of the role of the appropriate regulatory bodiesThe importance of relationship building with clients and colleaguesUnderstanding of processes and procedures relevant to the roleHow to develop commercial awarenessBuilding skills and capabilities within an organisationProfessional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areasTo help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship may lead to further qualifications and progression in the Financial Services industry for the right candidateEmployer Description:A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending.
We at Wellbeing investments are committed to protecting.Working Hours :Monday to Friday 10am-5.30pm
nb. You may be required to work one Saturday per month or travel abroadSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Basic Portuguese ideally....Read more...
Scanning incoming post and attaching to the client file
Preparing outgoing post to be sent
Speaking to insurance companies for updates on outstanding issues
Keeping the client records up to date
Training:
Business Administration Level 3
On and off the job training and location to be confirmed
Training Outcome:
Financial Services Administrator
Paraplanner
Financial Planner / Adviser
Employer Description:Moffatt Financial Planning has been providing financial advice since 1967.
We’ve helped clients of all types including private individuals, small businesses and medium sized companies.Working Hours :Monday to Friday, 9am to 5pm, with one hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Team working....Read more...
Financial Record Keeping: Maintaining accurate and up-to-date financial records is a primary responsibility
This involves recording and organising various financial documents such as invoices, expenses, and transactions
Accounts Payable and Accounts Receivable: Assisting in processing invoices, payments and receivables is crucial
Finance Assistants help ensure that payments are processed accurately and on time, and that outstanding invoices are tracked and followed up as necessary
Payroll Processing: Supporting payroll processing is another key responsibility
This involves gathering relevant data, inputting information accurately, and assisting in ensuring that payroll is processed correctly and on time
Administrative Duties: Performing various administrative tasks such as managing spreadsheets, data entry, and managing correspondence related to financial matters supports the smooth functioning of the finance department
Customer and Supplier Communication: Responding to inquiries from clients, vendors, and internal staff regarding financial transactions and records is often part of the role
Finance Assistants may need to communicate with various stakeholders to clarify financial matters or resolve issues
Training:
Apprentice will be in the workplace for 5 days per week
You will be invited to one workshop per month at college
Assessor will visit the workplace every 4-6 weeks
Assignments will be set online via our CRM system
Training Outcome:
Permanent position within the company
Employer Description:Heales Medical is a successful and well established Health Services provider which offers flexible, cost effective and tailor-made health solutions across the UK for a diverse range of private and public sector clients including Local Authorities, NHS Trusts and Manufacturers. Our proactive approach to delivering effective, result focused services to our clients is aligned to government strategies and offers compelling solutions that address the key elements identified in improving health and minimising absence.
We have always advocated early intervention to support employees in remaining at or returning to work which was the basis on which Heales Medical was formed in 1999. We provide EAP and musculoskeletal assessment and treatment services to support this approach. We can offer local appointments for client employees within 5 days or less for an emergency. A proactive approach has now been ratified by Dame Carol Black’s Sickness Absence review and the Government’s response to her report.
Each contract is tailor-made to the client’s specification, with the aim of reducing sickness absence, and improving employee’s health and well-being. The service can include pre-employment screenings, management referrals, health surveillance, health education & training, stress assessment & training, immunizations & blood tests, health promotion & advice, Ill health retirement, musculoskeletal advice & treatment, EAP Service, and specialist assessments.Working Hours :Monday- Friday
8:30am- 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative,Patience....Read more...
Tasks (not limited to):
Answering and handling incoming phone calls, providing professional services, and resolving client queries.
Assisting with administrative tasks such as data entry, document preparation, and managing client information using Microsoft Office tools.
Supporting the back-office team with filing, organising, and coordinating schedules to ensure smooth business operations.Training (not limited to):
Comprehensive training on telephone systems and professional communication techniques.
Ongoing guidance in the use of Microsoft Office Suite (Excel, Word, Outlook) to manage tasks efficiently.
Mentorship from experienced team members to develop a strong understanding of financial services back-office operations.
Training:
Level 3 Business Administrator apprenticeship standard
Functional Skills in maths and English if required
Development of knowledge, skills and behaviours required to complete the business administrator apprenticeship standard
Training Outcome:After the apprenticeship, you could secure a permanent role with increased responsibilities in back-office support or administration. We also offer further development opportunities, such as sponsoring higher education. One of our former apprentices is now pursuing a Chartered Manager Degree, fully funded by us.Employer Description:C&L FinEfficiency Limited provides essential back-office support services to partners within the financial services industry. By managing administrative tasks, client communications, and data processing, we allow our partners to focus on their core business operations. Our services help streamline processes, improve efficiency, and ensure compliance, making us a trusted resource for financial professionals who need reliable and efficient back-office solutions.Working Hours :The working week is Monday to Friday, 9:00 AM to 4:00 PM. You’ll handle phone calls, assist with administrative tasks, and support the back-office team, with time dedicated to training and skill development in a supportive environment.Skills: Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Processing of purchase ledger invoices
Processing of expense claims
Banking reconciliations
Assist with sales ledger invoicing
Assist with quarterly and/or monthly claims
Assist with other finance/payroll related tasks
Assist with monthly and year end reporting of financial and accounts information
Maintain financial and accounting records
Assist with the compilation of accounting and financial records
Collaborate with and deliver financial and accounting information and data to stakeholders
Assist in the maintenance and use of digital systems safely ensuring cyber security is maintained
Undertake appropriate learning and CPDTraining:Training will be provided by Solihull College and an assessor will be allocated to support you. Coaching in the workplace, on teams as well as scheduled sessions at the Solihull campus and time spent training will be part of the agreed working hours. At the end of your training, you will complete AAT Level 3 Diploma in Accounting, a portfolio of evidence and discussion.Training Outcome:Possibility of progression into full time employment with training towards higher qualifications.Employer Description:GPS Healthcare are a Primary Care Network of six GP surgery sites serving over 40,000 patients, with approximately 165 staff members located in the Solihull area offering a range of services such as GP appointments, prescriptions and nursing services. The successful applicant would be part of the finance team based at the head office in Shirley.Working Hours :Monday to Friday with 1 day a week at Solihull College.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience....Read more...
Answering the phone and directing messages to the appropriate team member
Greeting clients in the office
Keeping client records up to date
Preparing documents for client meetings
General office administration
Training is all done day to day on the job
Training:There will be training given on our back-office computer system called intelligent office, this is where all our client data records are kept.Training Outcome:To become a full-time financial services administrator.Employer Description:Alexander Calder Financial Ltd currently have six financial advisers, five admin staff that support the advisers and one head of operations that supports the day-today running of the business.Working Hours :Monday to Thursday 9am to 5pm. Friday 9am to 4pm. You will have an hours break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Initiative,Non judgemental,Positive attitude,Willing to learn,Reliable and punctual....Read more...
Key Responsibilities:
Bookkeeping and data entry
VAT
Payroll
Assist with month-end procedures and management reporting
Assist with preparation of year-end accounts
Key Skills/Attributes:
Meticulous attention to detail
Positive, proactive attitude with a willingness to support the team where needed
Committed and reliable—strong team collaboration and communication skills
Highly organised, with ability to effectively balance deadlines and manage workloads
Confident in using various software, with a quick aptitude for learning new systems (experience with Xero is an advantage but not essential)
Excellent written and verbal communication skills in English
Process-oriented with a focus on accurate record-keeping and adhering to procedures
Conscientious and self-motivated to study for exams
Training:This is an Accountancy Apprenticeship, delivered by West London College from our Ealing Green Campus. You will be required to attend day release, one day a week for approxmately 13 months. As this qualification is governed by AAT, you will be required to complete and pass modules covering double entry book-keeping and accounting practice. If necessary, you will also need to complete Functional Skills in maths and English. Training Outcome:If you complete the Accountancy Level 2, you will have the opportunity to undetake the Level 3 and possibly to Level 4 and persue a career in accoutancy with SytrusEmployer Description:At Sytrus, we believe in providing startups and SMEs with a personalised financial strategy to equip you for your next phase of growth. Our approach combines implementing leading technology with bespoke services, ensuring that every financial solution is as unique as your business.
From bookkeeping to strategic planning, our services are designed to unlock sustainable growth, ensuring you have a partner fully invested in your success. We offer a comprehensive suite of financial expertise, strategic insights, and the freedom to focus on your core business, all while keeping your financial strategy aligned with your evolving business goalsWorking Hours :9am to 5pm Monday to Friday (one of these days will be attending Ealing Green college)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Duties may include:
Answering telephones in a professional manner and distributing messages where required and answering queries where possible
Photocopying
Scanning
Filing & indexing
Basic typing
Processing and distributing post
Taking legal documents to and from the Courts
Providing support to teams within Town Clerk Service as required
Basic financial processes and the understanding of client billing with the support of a graded member of staff
Training:
Advanced Business Administration Level 3
End Point Assessment (EPA)
Functional Skills in maths, English if required
Regular training and development sessions to meet the needs of the employer and the apprentice
Training Outcome:
The successful candidate will be given the opportunity of full-time employment upon completion of the advanced apprenticeship if available
Employer Description:Hull City Council’s Service Support provides administrative support to the Town Clerk’s Service, and in particular the teams within Legal Services. Service Support provides a range of administrative support including arranging meetings, minute taking, transcribing audio files, typing, scanning, electronic and physical filing, archiving, basic financial transactions, monitoring, maintaining databases and data entry. From time to time, Service Support provides support to other teams within the Town Clerk’s Service including the Civic Office, Committee Services, Customer Feedback Team, Electoral Services, Information Governance, I.T., Local Land Charges, Printing Services and Scrutiny Team.Working Hours :Monday- Friday
(Monday- Thursday 9am- 5pm
Friday- 9am- 4.30pm)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative....Read more...
Payroll Administration:Assist in the preparation and processing of employee payroll.Ensure timely and accurate submission of payroll data.Address payroll-related queries and maintain confidentiality.
Construction Industry Scheme (CIS) Administration:
Assist in the administration of CIS contractor and subcontractor records.Ensure correct CIS deductions are made from subcontractors' payments, in compliance with HMRC guidelines.Help maintain accurate CIS returns and ensure timely submission to HMRC.
Pension Administration:Process pension contributions and maintain pension scheme records.Assist employees with pension-related inquiries.Ensure compliance with relevant pension regulations and deadlines.
General Administrative Support:Maintain accurate records and updated internal systems.Prepare reports, correspondence, and documentation.Schedule and organize meetings, maintaining calendars and task lists.Provide excellent customer service to clients and colleagues.
Compliance and Data Management:Ensure all activities comply with relevant financial regulations.Handle sensitive data securely and in line with GDPR requirements.
Professional Development:Participate in training sessions, workshops, and learning activities.Work towards achieving the Financial Services Administrator Level 3 Apprenticeship qualification.
Training:You will attend our Training Provider, Skills North East Centre one day per week.Training Outcome:Progression within the company.Employer Description:Established in 2004, A & P Services are a well-known accountancy firm who serve both private clients and companies in Wallsend and the surrounding areas, including Newcastle and South Shields. Alongside general accountancy, including bookkeeping and payroll advice, we also offer specialist taxation services, such as tax investigation fees insurance.Working Hours :Monday to Friday 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...
The Commercial Quantity Surveying teams within Wates are largely responsible for the contractual and financial management of a project. A combination of law, business and finance skills are used to manage relationships with key stakeholders including clients, designers, sub-contractors and suppliers. Our commercial teams play a vital role in the construction of our projects.
Duties will include:
Build effective relationships with stakeholders at all levels, including our customers and supply chain
Manage, produce and analyse commercial reports, and documentation, relating to the financial status of projects
Safeguard the financial and contractual position of the company, understanding the progress of works and legal obligations
Develop your understanding in forecasting, risk assessment and cash flow
Training:
Construction Quantity Surveying Technician Level 4 Apprenticeship Standard delivered through Accxel Ltd on a block release face to face
Training Outcome:
You would be looking to move into a management role on a successful completion of this program
Employer Description:The Wates Group was established in 1897 and is one of the leading privately owned construction, development and property services companies in the UK. We employ almost four thousand people, working with a range of clients and partners from across the public and private sectors. At Wates we are proud to be a family-owned business, small enough to recognise and support great talent, yet big enough to challenge and inspire our people through amazing multi-million-pound projects.Working Hours :Monday - Friday, 8.00am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Team working....Read more...
Our Client Care Team deal with all administration issues relating to initial client contact, onboarding, the advice process, product/services implementation, ongoing client contact, annual reviews, record keeping, office housekeeping and practice management. Each role has some degree of specialisation and some degree of overlap and as small business it is important skills are sufficiently shared so that individual roles can be covered during absences.
Behaviours
Honest and sincere in actions and doing the right thing (even when not the easiest).
Adaptable and willing to accept changing priorities and work patterns when new jobs need to be done, or requirements change.
Enthusiasm and shows drive and energy in work, when things are going well and when challenges arise.
Dependably meets personal commitments and expectations, for example: completing work, timekeeping.
Proactive in their own development; commitment to the job, the firm and the outcome for customers.
Takes pride in delighting customers.
Primary Responsibilities
Create and maintain accurate client records on back office systems, platforms and any other IT systems.
Deal with client and provider queries by phone/email/post.
Prepare client documentation and correspondence pre and post meetings as per business processes.
Check accuracy and completeness of new business documentation.
Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards.
Ensure all supporting documentation is maintained as per company procedures.
Ensure all work is followed up promptly in line with company standards.
Liaise with product providers to ensure timely and accurate responses to clients (progress chasing).
Gather client product data and record.
Provide a friendly and professional point of contact for clients and enquiries.
Ensure action points resulting from client meetings get diarised and dealt with.
General administration
Answer, screen and forward incoming calls.
Ensure back-office systems are kept up-to-date.
Open, scan, log and allocate incoming post.
General correspondence.
Other duties as directed by management.
Skills
Develops effective relationships with customers and key contacts, handling & resolving issues through effective verbal and written skills.
Understands role within team and its impact on others.
Consistently endeavours to support colleagues and collaborate to achieve results.
Successfully plans and prioritises to deliver good outcomes for the business and its clients.
Consistently adheres to systems and processes using proficient IT skills and is mindful of and adheres to regulatory requirements.
Qualifications requirements
GSCE in English and Maths or can demonstrate working to this level.
Other
This job description outlines the main functions and responsibilities of the post. The post holder may be required to undertake additional duties as required, commensurate with the level of the job.Training:The training will take place online accessed from your employers site address.Training Outcome:At HA&W we are committed to developing our employees and offer study support (including paying for further exams and materials, as well as time off for further study and exams). When you have completed your apprenticeship, you will put together a further development plan with your line manager. Progression opportunities include studying and working to become a Technical Administrator, Paraplanner or Financial Planner, as well as the opportunity to be involved with various business projects.Employer Description:HA&W are a firm of Chartered Financial Planners, providing financial advice and oversight of pensions & investments. New clients are provided with a complete financial planning review, based around lifetime financial modelling techniques. We arrange products and services where necessary and are usually engaged to provide ongoing advice and oversight. We have approximately 300 ongoing individual clients and provide services to a smaller number of businesses/organisations.Working Hours :Monday to Friday, 9.00am-4.30pm with a 30-minute unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Duties will include:
Ensure accurate entry and processing of invoices received for purchase of goods and services procured by the college
Monitor and review purchase orders and liaise with departments for prompt receipting and to assist in resolving queries
Support and undertake preparation and production of payment runs
Ensure all amounts paid have been properly approved and comply with college procedures
Reconcile supplier statements and resolve supplier queries as required
Set up new supplier accounts within APTOS, ensuring proper procedures and approvals have been obtained
Ensuring all utility costs are recorded correctly
Support the team with accounting for expenditure incurred on GPC cards (procurement credit cards)
Post journals as required
You will be supported to:
Be aware of the organisation's needs and activities and their impact for accounting and finance
Identify, collate and process financial and accounting data from primary sources such as business records
Examine financial and accounting data to identify issues with quality and reliability as instructed and in accordance with guidance
Rectify errors in financial and accounting data, escalating problems beyond their remit as appropriate
Reconcile transactional data to minimise the chance of errors in financial and accounting outputs such as sales and purchase invoices, sale and purchase orders, bank statements and payroll
Plan and review workloads with the supervisor to ensure the best use of time to complete allocated tasks efficiently
Communicate with internal and external stakeholders using appropriate methods and professional language. Examples may include letters, ‘phone, face-to-face, e-mail, video call, online chat functions etc
Use financial and accounting software packages to input and manage data safely and securely in line with organisational instructions
Provide support to team members to help ensure that financial and accounting activities are carried out within expected timescales and quality expectations
Keep up to date with developments to enhance relevant skills and take responsibility for own professional development
Training:Training schedule has yet to be agreed. Details will be made available at a later date.Training Outcome:Possibility of future training and development onto the Level 3 Apprenticeship and a full-time position within the team once all training has been completed successfully.Employer Description:As an apprentice, South West Apprenticeship Company Limited, the Flexi Job Agency (FJA) will employ the successful candidate on behalf of this employer. 99% of our apprentices gain full-time employment with their host organisation after completing their apprenticeship or they have progressed onto higher qualifications. The experience and knowledge you gain, plus the relationships you develop, make it easier to progress quickly.Working Hours :Monday to Thursday - 9am to 5pm & Friday - 9am to 4.30pm with ½ an hour for lunch on all days.Skills: Communication skills,IT skills,Attention to detail,Problem solving skills,Number skills,Team working....Read more...
Overview:Year 1 based in Milton Keynes.Year 2 based in one of our regions.Get involved in business partnering with non-finance teams, as well as learning the main principles of finance including management accounting, project accounting, business planning and helping to produce a business case. Learn about business policy and regulations, the accounting processes, finance systems, finance reporting and accounts payable and receivable. You’ll also complete the Chartered Institute of Management Accountants (CIMA) qualification.1st YearDuring the first 4 months of the scheme, you will be based in Milton Keynes, completing mini placements in specialist finance teams. The following 3 months you will be based in Manchester with the Accounting Services and the Shared Services teams, learning about transactional accounting. You will then return to Milton Keynes to complete a six-month national finance placement.2nd Year
In the second year, you will be based in one of our regions: Eastern, North West & Central, Scotland, Southern, and Wales & Western. As finance at Network Rail is imperative in all of our regions we aim to have graduates placed in each region, we will ask for your preferred location before you start the scheme. Please note that your preferred location is not guaranteed.
You’ll use the experience you’ve gained from projects, the understanding of transactional accounting and the knowledge of policies and procedures to add real value to the business areas you’ll be working in.Training:Accounting And Taxation Professional Apprenticeship Level 7. If you’re looking to develop your accountancy skills to lead finance departments or provide management accounting consultancy, CIMA is your ticket. CIMA is split into Certificate, a standalone ‘beginner’ qualification, and Professional, which is split into three levels: Operational, Management, and Strategic. The Certificate in Business Accounting is your starting point if you're new to accountancy. You'll learn the fundamentals of business economics, financial accounting, management accounting, and ethical considerations of commercial activity. Operational teaches you about organisational management, costs and analysis used in production, and financial reporting and taxation. Management equips you with the skills to perform advanced management accounting and advanced financial reporting tasks. Strategic develops your leadership and strategic management abilities and teaches you about risk management and financial strategy.Training Outcome:There could be opportunities to develop your knowledge through external secondments in the wider rail industry. At the end of your 2-year scheme, you would be eligible for Finance Business Partner roles, earning a salary in the range of £43,588 – £49,037..Employer Description:As a public sector arm’s length body of the Department for Transport, we retain the commercial and operational freedom to manage Britain’s railway infrastructure in England, Wales and Scotland within regulatory and control frameworks. Our purpose Is to get people and goods where they need to be, and to support Great Britain’s economic prosperity.Working Hours :Monday - Friday. Shifts tbc.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
This role is present across various industries. It spans from small organisations to medium sized entities.
The main purpose of this occupation is to assist both internal and external customers in managing their financial and accounting operations.
An assistant accountant is responsible for managing their own workload and time, reporting to a senior accountant.
Duties will include:
Assist with the compilation of accounting and financial records, recording, classify, and reconcile deposits and payments in Excel, organising financial data systematically to prepare accurate accounts
Publish invoices on accounting software such as Hubdoc
Conduct bank reconciliation by matching invoices in the ledger
Review payables and receivables to ensure timely payments, accurate record-keeping, and effective cash flow management
Follow up missing invoice lists with clients on a weekly basis
Prepare payroll by entering timesheets in Excel and calculating hours for payroll software input
Email payroll PAYE & NI summaries to clients
Submit NEST pension contributions on behalf of clients
Assist with management reporting
Prepare profit and loss (P&L) statements to provide clients with financial overviews
Create sales invoices/credit notes for clients
Prepare payment run on weekly basis
Analyse sales reports from online platforms (eBay, Amazon, Square, Etsy) to create accurate sales invoices, ensuring proper classification of transactions and alignment with client records
Chase clients for any queries/issues regarding payroll, payables, receivables, or any other queries as needed
Safeguard against suspicious activities for example anti-money laundering
Training:Assistant Accountant Level 3 (A level) Apprenticeship Standard:
The apprentice will attend college one day per week to work towards the AAT Level 3 qualification
In addition, the apprentice will be allocated with an assessor who will visit them within the workplace once every 6-8 weeks
Training Outcome:
On succesful completion of this apprenticeship, there is potentially a permanent position available
Employer Description:As highly experienced accountants we are able to provide professional bookkeeping and accountancy services for companies across all sectors.
Our satisfied clients range from individuals to sole traders, through to partnerships and medium-sized businesses.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Analytical skills....Read more...
Answering the phone/general enquiries
Keeping accurate records and ensuring practice databases are updated when and where necessary
Resolving issues raised by clients
Accurate data input onto various payroll software systems
Ownership and development of several key administrative processes within the department
Ad hoc assistance to all aspects of running an efficient and productive office
Assistance with month end and year end preparation and filing in respect of electronic and paper records
Demonstrating work ethic, attention to detail, and reliability
Basic IT skills, including competence in using MS Office (Word, Excel, PowerPoint, Teams)
Adapt to changing priorities and demonstrate responsibility for team performance and workload quality
Take ownership of projects to aid in expanding the business; particularly in moving to a paperless office
Getting to know and understand the numerous software products available and services that clients can access
A point of contact with HMRC for general enquiries
Training:
Business Administrator Level 3 Apprenticeship Standard
Day release at Middlesbrough College
Training Outcome:
Depending on the circumstances of the business upon completion of the apprenticeship programme there could be a potential position of employment available
Employer Description:Formed in 2003 and based in Teesside, we are a firm of chartered accountants providing outsourced financial services to a wide range of businesses and individuals across the UK.
With over 95 years of accumulated experience between our three partners – each with specialisms in various avenues, we offer a wealth of knowledge and experience to help guide you on your path to financial success.
We pride ourselves on the fact that our services will always be provided at a fair, transparent price and to the highest standard. All initial consultations / quotes are without obligation and free of charge.Working Hours :Monday - Friday. Times are to be confirmedSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Patience....Read more...
To work within the Building Services team will involve the technical and commercial management of projects which provide solutions to maintain and enhance the quality of the environment and community
You will ensure that the business, client, and end user needs are taken into account and work within financial and safety constraints
Employ current and emerging technology to produce innovative solutions for development, manufacture, and construction
Training:You would be required to complete a Level 4 HNC Building Services Management and Level 4 qualification in Construction and Built Environment through Axcell on a block release basis.Training Outcome:You would be looking to move into a management role on a successful completion of this programme.Employer Description:SES Engineering Services (SES) is recognised as one of the leading M&E partners in the UK. Specialising in the design and installation of building services and infrastructure solutions, SES covers all aspects of M&E engineering.Working Hours :Monday to Friday 8am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Team working,Initiative....Read more...
To work within the Building Services team will involve the technical and commercial management of projects which provide solutions to maintain and enhance the quality of the environment and community
You will ensure that the business, client, and end user needs are taken into account and work within financial and safety constraints
Employ current and emerging technology to produce innovative solutions for development, manufacture, and construction
Training:You would be required to complete a Level 4 HNC Building Services Management and Level 4 qualification in Construction and Built Environment through Axcell on a block release basis.Training Outcome:You would be looking to move into a management role on a successful completion of this programme.Employer Description:SES Engineering Services (SES) is recognised as one of the leading M&E partners in the UK. Specialising in the design and installation of building services and infrastructure solutions, SES covers all aspects of M&E engineering.Working Hours :Monday to Friday 8am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Team working,Initiative....Read more...
To work within the Building Services team will involve the technical and commercial management of projects which provide solutions to maintain and enhance the quality of the environment and community
You will ensure that the business, client, and end user needs are taken into account and work within financial and safety constraints
Employ current and emerging technology to produce innovative solutions for development, manufacture, and construction
Training:You would be required to complete a Level 4 HNC Building Services Management and Level 4 qualification in Construction and Built Environment through Axcell on a block release basis.Training Outcome:You would be looking to move into a management role on a successful completion of this programme.Employer Description:SES Engineering Services (SES) is recognised as one of the leading M&E partners in the UK. Specialising in the design and installation of building services and infrastructure solutions, SES covers all aspects of M&E engineering.Working Hours :Monday to Friday 8am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Team working,Initiative....Read more...
To work within the Building Services team will involve the technical and commercial management of projects which provide solutions to maintain and enhance the quality of the environment and community
You will ensure that the business, client, and end user needs are taken into account and work within financial and safety constraints
Employ current and emerging technology to produce innovative solutions for development, manufacture, and construction
Training:You would be required to complete a Level 4 HNC Building Services Management and Level 4 qualification in Construction and Built Environment through Leeds College of Building on a block release basis.Training Outcome:You would be looking to move into a management role on a successful completion of this programme.Employer Description:SES Engineering Services (SES) is recognised as one of the leading M&E partners in the UK. Specialising in the design and installation of building services and infrastructure solutions, SES covers all aspects of M&E engineering.Working Hours :Monday to Friday 8am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Analytical skills,Team working,Initiative....Read more...
Job duties include:Assisting managers with a portfolio of clients including assistance with: Preparation of annual accounts for sole traders, partnerships and limited companies.VAT Returns.Corporation tax returns.Personal tax returns.Partnership tax returns.Client Bookkeeping.Preparation of P11ds.Training:Foundation covers the basic principles of accountancy, and is your starting point if you’ve never studied accountancy before. You’ll learn the basic principles of accountancy, such as double-entry bookkeeping, costing and preparing financial statements, as well as how to use accountancy software. This level is ideal if you’re new to accountancy and finance, have previously worked in an accounts department, or are looking to change your career into Accountancy.
To pass this level, you'll be examined on five units. All assessments are computer-based exams (CBE). The areas you will cover include: Bookkeeping transactions. Bookkeeping controls. Elements of costing. Using accounting software. Foundation Synoptic Assessment.
Training will be provided either via classroom or remote sessions. An apprenticeship has to be relevant to the job you are undertaking and you must dedicate 20% of their time towards it.Training Outcome:A successful apprentice may be offered a permanent position and progress with their studies.Employer Description:The SMH Group a multi-disciplined professional services company which includes Chartered Accountants, Tax Advisers, Financial Planners and Legal professionals working across eight offices in Sheffield, Chesterfield, Rotherham, Wakefield, Leeds, Harrogate, Huddersfield, and Buxton.Working Hours :Monday - Friday;
Working hours - 8:15am to 4:30pm Monday to Thursday and 8:15am to 4:00pm Friday (45 mins for lunch)Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
