An opportunity has arisen for a Senior Paraplanner to join a well-established and long-standing organisation in the financial services sector, offering tailored support and advice to private clients across the region.
As a Senior Paraplanner, you will be supporting advisers with in-depth research and technical analysis across a range of financial planning areas. This full-time role offers salary up to £50,000 and benefits.
You will be responsible for:
* Reviewing client documentation and adviser meeting notes to extract key planning requirements.
* Carrying out detailed financial analysis, including cashflow projections and investment reviews.
* Researching pensions, investments, protection and estate planning options.
* Drafting suitability reports tailored to clients individual circumstances and goals.
* Preparing technical illustrations and disclosure documentation.
* Supporting advisers ahead of client meetings with accurate data and insights.
* Collaborating with the wider team to ensure timely case progression.
* Ensuring all advice and documentation remains compliant with current regulations.
* Maintaining contact with providers and contributing to investment discussions.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator, Financial Paraplanner or in a similar role.
* At least 4 years' experience in Paraplanning.
* Holds a Level 4 Diploma in Financial Planning (or progressing towards Level 6 qualifications).
* Skilled in using industry tools such as Intelliflo, wrap platforms, cashflow software, and FE Analytics.
* In-depth technical understanding of pensions, investments, taxation, trusts and estate planning.
What's on offer:
* Competitive salary
* 25 days holiday plus bank holidays
* Company pension scheme
* Annual discretionary bonus
* Death in service cover
* Free on-site parking
This is a great opportunity to join a well-supported and trusted team within a stable organisation.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Main Duties Include:
Provide support to the business services team in managing daily financial tasks
Perform accurate data entry and maintain comprehensive financial records
Assist in preparing financial reports and reconciliations
Help with processing accounts payable/receivable
Ensure compliance with accounting principles and regulations
Data Entry and Transaction Processing:
Enter daily financial transactions, including invoices, receipts, and expenses
Update and maintain accounting records in accounting software and Excel
Track and reconcile bank statements and client accounts
Assist with processing accounts payable and receivable, ensuring invoices are paid or collected in a timely manner
Financial Reporting:
Assist in preparing financial reports, such as balance sheets, income statements, management accounts and tax returns
Prepare and process monthly journals including accruals and prepayments
Conduct variance analysis as needed to support financial reviews
Reconciliations:
Perform routine reconciliations of bank accounts, credit card statements, and general ledger accounts
Identify discrepancies and resolve or escalate them accordingly
VAT Return Preparation and Compliance:
Communicate with clients to gather financial information and resolve basic queries
Provide updates to clients regarding the progress of accounts/reports
Communicate with clients to chase in records
Administrative Support and Client Interaction:
Maintain organised filing systems for all financial documents
Assist with special accounting projects as assigned by senior staff
Manage email communication/correspondence and general enquiries
Process Improvement:
Identify opportunities to streamline financial processes to improve accuracy and efficiency
Collaborate with other departments to resolve accounting-related queries
Training:You will complete the level 4 Professional Accountant Programme on day release from the employer for 15months.
Modules will include:
Applied Accounting
Drafting Financial Statements
Internal Accounting Systems
Business Tax And Personal Tax
Attending the EMA hub for classroom sessions delivered by specialist trainers.
You will be supported by a dedicated mentor through your portfolio of work and end point assessment.Training Outcome:
Opportunity to progress into a full time position within the team upon completion of the apprenticeship programme
Employer Description:At Nuvo, our purpose is clear: to empower and elevate your financial journey. As trusted advisors, we’re here to help you achieve clarity, confidence, and growth in your business.
Twenty years ago, we started as a small accounting firm dedicated to local businesses. Today, we’re still that dedicated team, but now with expanded services and a mission beyond numbers — to provide an exceptional client experience and a culture of partnership. We aim to show that it’s possible to deliver real value to clients, employees, communities, and beyond, in a sustainable, meaningful way.
In the future, we hope people won’t think of us as just another accountant. Instead, they’ll know Nuvo as a true partner in their success.Working Hours :Monday - Friday, 8.30am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Harper May is working with a growing IT services group that delivers technology solutions across a broad client base. With a strong reputation for service quality and technical expertise, the business is entering a new growth phase and is now seeking a Financial Controller to lead its finance function and support strategic initiatives.Role Overview: The Financial Controller will oversee day-to-day finance operations while playing a key role in driving financial performance and supporting senior leadership with insight and planning. This is a hands-on position ideal for someone who thrives in a fast-paced, service-oriented environment.Key Responsibilities:
Lead the preparation of monthly management accounts, financial statements, and board reporting
Manage budgeting, forecasting, and financial planning processes
Maintain and strengthen financial controls, ensuring compliance with relevant regulations
Oversee cash flow management, billing processes, and revenue recognition
Liaise with external auditors, tax advisors, and banking partners
Support commercial decision-making with financial analysis and business partnering
Identify and implement process improvements and system enhancements
Manage and develop a small finance team to ensure high-quality output and efficiency
Candidate Profile:
ACA / ACCA / CIMA qualified with strong post-qualified experience
Previous experience in the IT services, managed services, or technology sector is preferred
Excellent technical accounting skills combined with commercial awareness
Strong Excel and financial systems knowledge (e.g. NetSuite, Sage, Xero)
Proven ability to manage multiple priorities and deliver to deadlines
Confident communicator with a collaborative and hands-on approach....Read more...
Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
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 areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
Are you a finance professional who wants your work to make a real difference? Mind in Croydon is looking for a dedicated and strategic Head of Finance and Resources to help shape the future of our vital mental health services. This is a rare opportunity to join a well-respected local charity making a lasting impact in the Croydon community. As part of our Senior Management Team, you'll lead on all aspects of financial strategy and operational delivery-ensuring long-term sustainability and effective resource management. In return, we offer a supportive and values-driven environment, flexible working arrangements, generous annual leave (36+ days), life assurance, pension scheme, and access to an Employee Assistance Programme, among other benefits.Mind in Croydon (MiC) is a charity concerned with the welfare of people with mental health problems living in the London Borough of Croydon and the surrounding areas. MiC delivers Mental Health Transformation Program services alongside Croydon BME Forum, these include Croydon Health and Wellbeing Space and Mental Health Personal Independence Coordinators. Other services include Recovery Space (out of hours crisis alternative), Advocacy, Active Minds, Carers Support, Peer Support In Reach, Social Networking, Counselling.We are seeking a strategic and detail-oriented Head of Finance and Resources to lead our financial and operational functions and play a key role in supporting the charity's mission and long-term sustainability.As a member of the Senior Management Team (SMT), you will oversee finance and facilities, ensuring robust financial management, compliance, and operational efficiency.You'll work closely with the CEO, Treasurer, and Trustee Board to deliver accurate reporting, strategic budgeting, and effective resource planning.Key Responsibilities:
Lead the day-to-day financial operations, including accounting, payroll, pensions, and reconciliations.Produce monthly management accounts and prepare annual financial statements in line with audit requirements.Manage the annual audit process and liaise with external auditors.Collaborate with the CEO and Treasurer to develop and monitor budgets and forecasts.Prepare donor financial reports in accordance with grant agreements and deadlinesOversee the Finance Officer and Facilities Manager, ensuring smooth delivery of finance and premises support.Attend quarterly Finance and Risk sub-committee meetings, in addition to 3 to 4 full Board meetings annually.Ensure compliance with financial policies, procedures, and regulatory requirements.Support strategic planning and contribute to organisational development through effective resource management.
We encourage applications from those with Lived Experience.About You:
Qualified accountant (e.g. ACA, ACCA, CIMA) with experience in charity finance.Proven track record in financial reporting, audit preparation, and budget management.Strong understanding of charity governance and financial compliance.Excellent communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.Experience managing staff and working collaboratively across teams.Highly organised, with attention to detail and the ability to meet deadlines.First rate IT skills including Microsoft Office. Working knowledge of HRIS' is preferrable (Staffology currently used).Self-motivated with an adaptable and flexible approachGood team player with a can-do attitude
Job details:
Head of Finance and ResourcesSalary: £48,000 to £52,000 per annumBenefits: NOW! Pension scheme, flexible working/TOIL opportunities, Employee Assistance Programme (EAP), 36 days holiday and additional for length of service, life assurance, eye test vouchers and training and development opportunities.Hours: 36 hours per week, 9am - 5pm Monday to Friday(This will include working some evenings to attend committee and Board meetings)Contract: Permanent Full-TimeLocation: Croydon, Surrey (some hybrid working opportunities, in line with the needs of the Charity)
How to Apply:Please attach your CV to the link provided and we will be in contact.....Read more...
Are you a finance professional who wants your work to make a real difference? Mind in Croydon is looking for a dedicated and strategic Head of Finance and Resources to help shape the future of our vital mental health services. This is a rare opportunity to join a well-respected local charity making a lasting impact in the Croydon community. As part of our Senior Management Team, you'll lead on all aspects of financial strategy and operational delivery-ensuring long-term sustainability and effective resource management. In return, we offer a supportive and values-driven environment, flexible working arrangements, generous annual leave (36+ days), life assurance, pension scheme, and access to an Employee Assistance Programme, among other benefits.Mind in Croydon (MiC) is a charity concerned with the welfare of people with mental health problems living in the London Borough of Croydon and the surrounding areas. MiC delivers Mental Health Transformation Program services alongside Croydon BME Forum, these include Croydon Health and Wellbeing Space and Mental Health Personal Independence Coordinators. Other services include Recovery Space (out of hours crisis alternative), Advocacy, Active Minds, Carers Support, Peer Support In Reach, Social Networking, Counselling.We are seeking a strategic and detail-oriented Head of Finance and Resources to lead our financial and operational functions and play a key role in supporting the charity's mission and long-term sustainability.As a member of the Senior Management Team (SMT), you will oversee finance and facilities, ensuring robust financial management, compliance, and operational efficiency.You'll work closely with the CEO, Treasurer, and Trustee Board to deliver accurate reporting, strategic budgeting, and effective resource planning.Key Responsibilities:
Lead the day-to-day financial operations, including accounting, payroll, pensions, and reconciliations.Produce monthly management accounts and prepare annual financial statements in line with audit requirements.Manage the annual audit process and liaise with external auditors.Collaborate with the CEO and Treasurer to develop and monitor budgets and forecasts.Prepare donor financial reports in accordance with grant agreements and deadlinesOversee the Finance Officer and Facilities Manager, ensuring smooth delivery of finance and premises support.Attend quarterly Finance and Risk sub-committee meetings, in addition to 3 to 4 full Board meetings annually.Ensure compliance with financial policies, procedures, and regulatory requirements.Support strategic planning and contribute to organisational development through effective resource management.
We encourage applications from those with Lived Experience.About You:
Qualified accountant (e.g. ACA, ACCA, CIMA) with experience in charity finance.Proven track record in financial reporting, audit preparation, and budget management.Strong understanding of charity governance and financial compliance.Excellent communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.Experience managing staff and working collaboratively across teams.Highly organised, with attention to detail and the ability to meet deadlines.First rate IT skills including Microsoft Office. Working knowledge of HRIS' is preferrable (Staffology currently used).Self-motivated with an adaptable and flexible approachGood team player with a can-do attitude
Job details:
Head of Finance and ResourcesSalary: £48,000 to £52,000 per annumBenefits: NOW! Pension scheme, flexible working/TOIL opportunities, Employee Assistance Programme (EAP), 36 days holiday and additional for length of service, life assurance, eye test vouchers and training and development opportunities.Hours: 36 hours per week, 9am - 5pm Monday to Friday(This will include working some evenings to attend committee and Board meetings)Contract: Permanent Full-TimeLocation: Croydon, Surrey (some hybrid working opportunities, in line with the needs of the Charity)
How to Apply:Please attach your CV to the link provided and we will be in contact.....Read more...
Key Responsibilities:
Carry out general office duties, including scanning, filing and post handling
Provide general administrative support to our administration team and advisers
Input and update client information accurately into our back-office system
Maintain and organise electronic and paper-based client files
Ensure all files are complete and compliant with internal procedures and regulatory requirements.
Liaise with product and service providers regarding client requests and documentation.
Support advisers and administrators with administrative tasks as required.
Ensure confidentiality and data protection compliance at all times.
Training:You will attend our Digbeth Campus one day a week on a Wednesday 9am-5pm. You'll be working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:There may be a full time position available at the end of your apprenticeship Employer Description:Whateley Wealth Management is a specialist firm dedicated to helping clients achieve financial peace of mind. We offer access to a wide range of financial products and services, guiding individuals through complex financial decisions to help secure the future they deserve. As the financial landscape evolves, we remain committed to continually enhancing and refining the services we provide.Working Hours :Monday-Friday 9am-5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Presentation skills,Administrative skills,Team working,Creative,Initiative,Non judgemental....Read more...
Assist the Financial Adviser in researching, analysing & formulating financial recommendations, tailored to meet the client’s individual needs, using a variety of software and tools
Prepare personalised reports which confirm the advice in an understandable and compliant way
Complete technical financial calculations and cash flow forecasting
Take a proactive approach to problem solving – find opportunities to streamline processes and contribute to business development
Collaborate with a welcoming team to gain exposure to all aspects of the financial planning journey, working alongside operations, compliance and support services
Ensure recommendations and processes comply with regulations and manage risk
Contribute to a cooperative and professional office environment and support positive relationships with clients
Maintain client records and process applications according to company processes and confidentiality principles
Training:
Your training will be accessed online from the employers site address
Training Outcome:
The CII Diploma in Regulated Financial Planning Level: 4 meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas
A successful apprentice may develop a long-term career as a Paraplanner within the business, with further development opportunities including Senior Paraplanner and Financial Planner
Employer Description:Protocol Capital Management provides Independent Financial Advice with a focus on long-term personal relationships, holistic planning and a high standard of client care.Working Hours :Monday - Friday, 9.00am - 5.00pm.
1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Initiative....Read more...
An opportunity has arisen for a Protection Advisor to join a well-established, professional financial services firm operating across the UK, providing bespoke protection solutions to a diverse client base.
As a Protection Advisor, you will be advising on personal and business protection plans tailored to each client's individual circumstances.
This role offers, hybrid working options, a salary range of £24,000 - £28,000 plus commission and benefits.
You will be responsible for:
* Delivering tailored advice on a range of protection products including life insurance, critical illness cover, income protection and business protection
* Assessing client needs and recommending appropriate solutions aligned with their financial goals
* Following a structured advice process to ensure suitability, clarity, and compliance
* Staying up to date with relevant industry guidelines and maintaining internal compliance standards
* Working proactively to support lead conversion and contribute to business growth
What we are looking for:
* Previously worked as a Protection Advisor, Protection Consultant, Insurance Advisor, Insurance Consultant, Insurance Broker, Protection Specialist, Insurance Sales Advisor, Insurance Consultant, Insurance Sales Consultant, Life Insurance Advisor or in a similar role
* At least 2 years of experience in protection advisory within the UK
* Familiarity with regulatory standards and compliance expectations in financial services
* A background in financial or mortgage advisory services
* CeMAP qualification (preferred)
What's on offer:
* Competitive salary
* Good Commission scheme
* Hybrid working options
* Company pension scheme
* Employee mentoring and support programme
This is a fantastic opportunity to join a respected organisation and take your advisory career to the next level.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone, or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Take responsibility for the smooth processing and tracking of administrative tasks
Ensure accurate updating of CRM system
Prepare and process new business submissions, confidently using different processes and monitoring through to completion
Issue Letters of Authority and check information received
Complete ID checks
Prepare and issue client review packs
Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
Respond to client enquiries in a timely manner
Keep up to date with changes that affect your role and adapt processes and procedures accordingly
Interact and work closely with the rest of the support team to ensure a consistent approach
Liaise with Clients, IFAs, Professional Intermediaries and Providers
Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes
Training:
Financial Services Administrator Level 3 Apprenticeship Standard
Training Outcome:
We actively promote talent internally and encourage employees to build a career with us
Full support available to progress with relevant financial services qualifications
Employer Description:Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients.
We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning.
Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.Working Hours :Monday - Friday, 09:00 - 17:00, 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative....Read more...
Job Description:
We have an exciting opportunity for an Anti-Financial Crime Analyst to join a global investment company on an initial 6-month temporary contract based in Edinburgh (hybrid working).
The successful candidate will ensure business practices meet legal and regulatory requirements and the company’s Anti-Financial Crime and Anti Bribery policy.
Skills/Experience:
Awareness of Financial Crime in Financial Services
Good system & product knowledge
Proficient in Microsoft Office, including Excel, PowerPoint and Word
Has an ability to work both collaboratively and independently working unsupervised with limited direction
Good prioritisation and time management effectively balancing a very varied workload
Be rigorously planned and organised to ensure demanding targets are achieved
A proactive approach to problem solving, taking ownership of issues and determination to follow tasks through to completion
Knows where to get relevant information from and will make use of all available sources across the Group
Core Responsibilities:
Ensure that at all times business practices meet legal and regulatory requirements and the company’s Anti-Financial Crime and Anti Bribery policy
Review & progress CDD / ODD / EDD / Onboarding
Undertake Transaction Monitoring on customer activity
Undertake Investigations as required
Support operational teams with AFC queries and questions e.g. Customer Risk Assessment / Customer Due Diligence
Build strong relationships with 2nd & 3rd line colleagues to ensure AFC requirements are met.
Contribute to a strong internal control environment through robust data and information maintenance
Encounter highly sensitive and confidential information every day and will be required to act with discretion and professionalism at all times
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: 16185
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.
INDCAS....Read more...
Job Description:
Are you a qualified accountant with experience working within Finance Operations in a Financial Services environment? Ideally, you’d have experience in leading a small team of staff. If this sounds like you, we’d love to hear from you.
Our client, a leading global asset management firm, are seeking an experienced Revenue Rebate Accountant to join their team in Edinburgh on an initial 6-month contract basis. This is a unique opportunity to join a high‑performing team and play a central role in optimising critical rebate accounting processes during a period of transformation.
Essential Skills/Experience:
Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
Strong financial services or asset management background; previous audit (Big 4 preferred) or financial control experience
Proven leadership of teams (ideally 5+) and experience managing outsourced service provider
Deep technical knowledge of IFRS, UK GAAP and a strong internal control mindset
Exceptional analytical and problem-solving ability with high attention to detail
Confident user of financial systems (e.g., Oracle) and advanced Excel skills
Effective collaborator with excellent communication and stakeholder management skills
Core Responsibilities:
Own the end-to-end rebate accounting cycle, including data validation, posting, reconciliation, and stakeholder engagement
Ensure accuracy and control by reviewing offshore partner outputs and strengthening governance
Collaborate with internal teams (Revenue, Operations, Audit) to uphold compliance and enhance internal controls
Manage month-end and year-end close for rebate-related entries
Prepare detailed analysis and general ledger reconciliations each month
Support audit processes, contributing to both internal and external reviews
Drive targeted finance transformation projects, such as balance sheet attestations and process optimisation
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: 16165
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.
INDCAS....Read more...
Job Description:
Are you a qualified accountant with experience working within Finance Operations in a Financial Services environment? Ideally, you’d have experience in leading a small team of staff. If this sounds like you, we’d love to hear from you.
Our client, a leading global asset management firm, are seeking an experienced Revenue Rebate Accountant to join their team in London on an initial 6-month contract basis. This is a unique opportunity to join a high‑performing team and play a central role in optimising critical rebate accounting processes during a period of transformation.
Essential Skills/Experience:
Fully qualified accountant (ACA, ACCA, CIMA or equivalent)
Strong financial services or asset management background; previous audit (Big 4 preferred) or financial control experience
Proven leadership of teams (ideally 5+) and experience managing outsourced service provider
Deep technical knowledge of IFRS, UK GAAP and a strong internal control mindset
Exceptional analytical and problem-solving ability with high attention to detail
Confident user of financial systems (e.g., Oracle) and advanced Excel skills
Effective collaborator with excellent communication and stakeholder management skills
Core Responsibilities:
Own the end-to-end rebate accounting cycle, including data validation, posting, reconciliation, and stakeholder engagement
Ensure accuracy and control by reviewing offshore partner outputs and strengthening governance
Collaborate with internal teams (Revenue, Operations, Audit) to uphold compliance and enhance internal controls
Manage month-end and year-end close for rebate-related entries
Prepare detailed analysis and general ledger reconciliations each month
Support audit processes, contributing to both internal and external reviews
Drive targeted finance transformation projects, such as balance sheet attestations and process optimisation
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: 16165
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.
INDCAS....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Job Description:
Our client, a leading financial services firm in the UK, is seeking a talented and experienced Business Analyst. This is an exciting opportunity to join a change and transformation function that plays a critical role in driving strategic improvements across the organisation.
This role is suited to a Business Analyst with experience in regulated financial services environments, particularly within wealth or investment management.
Essential Skills/Experience:
Experience in a Business Analyst role
Experience contributing to business analysis or change communities of practice desirable
Background in wealth management or broader financial services desirable
Strong analytical and problem-solving capabilities
Excellent stakeholder management and communication skills
Skilled in process mapping, documentation, and requirements gathering
Proven experience supporting business change and transformation initiatives
Familiarity with Agile, Scrum and/or Waterfall methodologies
Business analysis certifications (e.g. BCS, IIBA) desirable.
Core Responsibilities:
Engage with stakeholders across the business to gather, document, and validate business, functional and non-functional requirements
Analyse business processes and systems to identify improvement opportunities
Develop clear documentation including Business Requirements Documents (BRDs), process flows, use cases, and user stories
Support the full project lifecycle – from design and development through to testing, implementation, and post-deployment analysis
Facilitate workshops and meetings to extract information, validate insights, and gain stakeholder buy-in
Apply both Agile and Waterfall methodologies to support a broad portfolio of change initiatives.
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: 16150
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...
Harper May is partnering with a well-established IT services group delivering managed technology solutions across multiple markets. With a growing footprint and a focus on innovation, the business is now seeking a Group Financial Controller to lead group-wide financial reporting, consolidate multi-entity operations, and support senior leadership in shaping future strategy.Role Overview: The Group Financial Controller will take ownership of consolidated reporting across the group, oversee all compliance and financial control activities, and play a key role in supporting commercial planning and decision-making. This is a critical role for a technically strong and commercially aware finance professional looking to step into a broader group-level leadership position.Key Responsibilities:
Oversee the production of accurate and timely group management accounts, consolidations, and board reporting
Manage the year-end statutory reporting process, including liaison with auditors and external advisors
Strengthen internal controls and ensure full compliance with accounting standards and regulatory requirements
Lead group budgeting, forecasting, and long-term financial planning
Monitor financial performance across business units and support key commercial decisions
Drive improvements in systems, reporting structures, and finance operations as the business scales
Manage intercompany reconciliations and support group-wide cash flow and working capital oversight
Mentor and develop the finance team across multiple entities
Candidate Profile:
ACA / ACCA / CIMA qualified with significant post-qualified experience
Strong background in financial reporting, consolidations, and compliance
Experience working in multi-entity or international group environments, ideally within IT services or technology
Excellent technical knowledge of accounting standards (FRS 102 or IFRS)
Hands-on approach with strong attention to detail and commercial acumen
Confident communicator with experience working with senior stakeholders and cross-functional teams....Read more...
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
Your duties will include:
Learning to use an array of security tools such as endpoint protection, intrusion detection/protection systems, and vulnerability scanners.
Monitoring security alerts and logs using the available tool set.
Assisting with the triage and analysis of potential security incidents.
Supporting incident response efforts under the guidance of senior analysts.
Helping to document incidents, playbooks, and reports.
Supporting security operational projects.
Training:Cyber Security Technical Professional Integrated Degree Level 6. Workplace assessment and college block delivery (average 1 week per month). Training Outcome:Upon completion of the apprenticeship scheme, we expect the individual to transition to a Cyber Security Analyst. Employer Description:Iress is a Global Company with offices in Australia, Canada, New Zealand, Singapore, South Africa and the UK.
Businesses and people across the globe use Iress software to harness the power of technology to enable a smarter financial system that delivers more for everybody, we believe technology should help people perform better every day.
Since our beginning in 1993, people across financial services have trusted us to take their performance to the next level. From the world’s most iconic financial services brands to advice firms of all sizes, banks, insurers, investment managers, traders and brokers.Working Hours :Mon – Fri, our working hours are 7.5 hours per day plus an hour for lunch (Daily hours to be confirmed). The expectation is that a minimum of 3 days per week are spent in the office (60% of the working week).Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative....Read more...
Strategic Partner to Leadership - Executive Assistant & Chief of Staff A distinguished London hedge fund, renowned for its innovative long/short equity strategy and market-beating performance, seeks an exceptional individual to become the linchpin of their operations. The Opportunity: Bridge the gap between vision and execution as you partner with senior leadership to drive organisational excellence. This dual role combines traditional EA responsibilities with strategic Chief of Staff duties, offering significant scope for professional growth. Core Impact Areas:Spearhead talent acquisition and integrationOrchestrate complex diary managementDrive operational efficiency initiativesSafeguard sensitive informationCoordinate high-level events and travel logisticsChampion HR initiatives and workplace cultureExecute strategic projectsYour Professional DNA:Genuine enthusiasm for HR with aspirations in financial servicesPrevious HR experience advantageousExceptional written and verbal communicationSuperior organisational capabilitiesAdvanced Microsoft Office proficiency, particularly ExcelSelf-directed work ethic balanced with collaborative spiritPolished interpersonal abilitiesThe Framework:Location: Central LondonCompensation: £30,000 - £50,000 based on experienceMust have right to work in UKWhat We Offer:Access to financial services eliteStructured career advancementVibrant, intellectual environmentIndustry networking opportunitiesComprehensive healthcare and pensionThis role represents a unique gateway into the investment sector, offering unparalleled exposure to financial markets and operations while developing strategic leadership skills.....Read more...
Role Summary: An outstanding opportunity for Technology undergraduates with front-end or full-stack development skills to join the technology team of an established UK retail bank with international heritage. Ideal for students with C# experience and an interest in retail banking applications. Company Profile: Our client is an authorised UK bank regulated by the Prudential Regulation Authority and the Financial Conduct Authority, launched in the UK in December 2019. While relatively new to the UK market, they are part of an international financial group with nearly 150 years of banking history. Their leadership team includes highly experienced banking professionals with decades of experience in the UK banking and building society sectors. Operating with a mutual ethos, they focus on enriching local communities and supporting customers to achieve their financial potential. Key Responsibilities:Assist in developing and maintaining front-end or full-stack applicationsContribute to coding, testing, and debugging banking software solutionsParticipate in agile development processes and team meetingsHelp implement user interface improvements for savings and loan productsSupport integration of front-end components with back-end servicesAssist with code reviews and documentationLearn about regulated banking technology systems and infrastructureEssential Requirements:Currently pursuing an undergraduate degree in Computer Science, Software Engineering or related technology disciplineStrong programming skills with preference for C# experienceKnowledge of front-end technologies (HTML, CSS, JavaScript, frameworks)Understanding of software development lifecyclesDemonstrable interest in retail banking and financial technologyExcellent problem-solving abilities and attention to detailAbility to work independently and as part of a teamMust be able to work in the office 4-5 days per week in SouthwarkAll applicants must have the right to work in the UKDesirable Skills:Experience with .NET frameworkKnowledge of SQL and database conceptsFamiliarity with REST APIs and microservices architectureUnderstanding of version control systems (Git)Interest in user experience and interface designAppreciation for mutual/community-focused financial servicesDuration: Flexible internship duration available based on candidate's academic commitments and availability. Compensation: Competitive annual salary ranging from £24,000 to £25,000, commensurate with skills and experience. Development Opportunities: This internship provides hands-on experience in developing technology solutions for a regulated UK bank. You'll gain valuable skills working with industry professionals on real-world banking applications while developing expertise in C# and related technologies. This experience forms an excellent foundation for careers in fintech development, banking technology, and software engineering within a values-driven financial institution. Work Authorisation: Candidates must have the legal right to work in the United Kingdom. Please note that visa sponsorship is not available for this role.....Read more...
Job Description:
Our client, a reputable financial services firm, is seeking an experienced Data Protection Officer to join their innovative team based in Newcastle.
In this broad role, the successful candidate will have the opportunity to shape data governance practices, work closely with senior stakeholders, and be the key point of contact for regulators in a fast-paced, evolving environment.
Essential Skills/Experience:
Demonstrable experience as a Data Protection Officer or senior privacy professional within financial services
In-depth knowledge of UK GDPR, Data Protection Act 2018, and financial sector regulatory requirements
Proven track record in conducting Data Protection Impact Assessments (DPIAs), managing Records of Processing Activities (RoPA), and leading privacy audits
Strong understanding of investment platforms, client data flows, and compliance obligations
Experience collaborating with cross-functional teams including Legal, Risk, IT, and Product to implement privacy by design principles
Analytical and strategic thinker with the ability to manage privacy risks proactively
Professional certifications in data protection or privacy (e.g., CIPP/E) advantageous
Background in compliance beneficial
Core Responsibilities:
Lead the development and execution of data protection policies, training, and risk management programmes
Oversee and advise on privacy impact assessments and legitimate interest assessments across all business areas
Serve as the primary contact point for regulatory bodies such as the Information Commissioner’s Office (ICO) and for data subject enquiries
Drive the organisation’s response to data breaches and privacy incidents, ensuring timely investigation and reporting
Collaborate closely with internal stakeholders to embed privacy by design and default into systems, services, and third-party integrations
Monitor regulatory developments and emerging risks to ensure ongoing compliance and enhance data governance frameworks
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: 16197
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...
Financial Administrative Services
Working as part of a team responsible for providing generalist financial administration support to all departments within BCUSU
To check and accurately process purchase, sales and remittance paperwork including the posting of these items onto the computerised accounts system and prepare any associated statements or reports
To accurately process payments to suppliers and contractors
To be responsible for credit control ensuring all monies are received within given time periods and are recorded accurately, referring non-payers to the relevant departmental manager and Finance & People Manager in line with procedure
To reconcile orders with invoices, following up anomalies with budget holders and suppliers
Supporting the Member Services Team to ensure accuracy of financial systems used in the everyday processing of information within the commercial
Monitoring of Financial Procedures:
To ensure budget holders/users of financial systems are following procedures laid out in the financial bylaws and financial regulations, where anomalies or queries are identified approach the budget holder/user to solve or satisfy the query. Where queries are more involved or where non-conformity of financial procedures has been identified escalate the issue to the Finance & People Manager
Working with and regularly reporting to the Finance & People Manager to ensure that all financial processes across the organisation are being progressed within a timely manner and to meet month end deadlines
Analysis of Data to Support Budget Holders & Others:
To liaise with Budget Holders regarding discrepancies and queries in relation to their budgets
Providing information either in the form of a spreadsheet or report as requested by the Budget Holder
Provide analysis as requested by the Union’s Auditors during year end process
General Duties:
Uphold and demonstrate the values and expected staff behaviours of BCUSU in working towards achieving the BCUSU vision
Committed to working as part of a team, and in collaboration with the wider BCUSU staff team, to support the delivery of BCUSU Strategy 2024+
Ensure compliance with all BCUSU policies and procedures, including but not limited to health & safety, GDPR, financial and HR
Complete all mandatory training and any other training and supervision sessions identified as beneficial to the job role or post holder when required
Promote the BCUSU equality, diversity & inclusion, wellbeing and sustainability agendas, embedding principles within all relevant aspects of the role to ensure BCUSU’s aspirations to be socially responsible and supportive
Make decisions within the defined level of responsibility
Effectively communicate with university staff, students and relevant external stakeholders
Undertake other duties that may be assigned by the employer, as might reasonably be expected within the grade of the post
Training:
Accounts or Finance Assistant Level 2 Apprenticeship Standard
Training Outcome:
While a full-time position with the company after completing the apprenticeship isn’t guaranteed, you’ll gain a broad set of transferable skills and valuable experience within a supportive team environment
This will place you in a strong position to pursue further career opportunities, either within the company or elsewhere in the industry
Employer Description:Birmingham City Students’ Union (BCUSU) is your student-led union—here from day one to enrich every part of university experience. As an independent charity working alongside Birmingham City University (BCU), we exist to advocate for all students and enhance your academic, social, and personal journey. BCUSU is an equal opportunity employer that is committed to diversity and inclusion in the workplace.Working Hours :Total hours per week will be 35 including training at college.
Agile Working Policy:
Flexi-time allows employees to set their own start and finish times, with line manager approval, provided they work core hours 11am–2pm and meet business needs.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,Initiative,Non judgemental,Patience....Read more...
Job Description:
We’re recruiting for a Senior Press Officer with our financial services client in London (city centre). This is a great opportunity to join a collaborative, in-house PR team within a wider marketing and communications function.
The role will be hired on a 12-month fixed term basis and offers hybrid working of a minimum of 2 days per week in the office.
Early application is advised!
Skills/Experience:
· Proven PR experience within financial or professional services
· Strong media contacts and confident pitching stories
· Excellent writing skills and attention to detail
· Comfortable working with senior stakeholders
Core Responsibilities:
· Lead and support PR campaigns across multiple service lines
· Respond to media enquiries and maintain strong journalist relationships
· Draft press releases, articles, and social content
· Work closely with colleagues in digital, marketing, and design to align messaging
· Monitor industry developments and identify proactive media opportunities
· Support media training and interview preparation for spokespeople
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: 15169
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.
INDCAS ....Read more...
Job Description:
Are you a qualified or part qualified accountant?
Our client, a leading global financial services firm, is seeking a Compensation Controller to join its Finance division on an initial 12-month contract. The role is based in Glasgow, offering hybrid working with three days in the office.
This role will suit an accounting professional who is looking to broaden their technical knowledge across financial accounting, control, and reporting for compensation and benefits. The position offers the chance to work closely with senior stakeholders and contribute to both regulatory and management reporting requirements.
Essential Skills/Experience:
Strong communication skills, with clear and concise delivery.
Collaborative team player with a strong work ethic.
Ability to prioritise workload effectively under tight deadlines.
Problem-solving skills and proactive approach.
Qualified or part-qualified accountant.
Core Responsibilities:
Perform accounting and reporting tasks related to employee compensation, the firm’s largest P&L line.
Undertake financial analysis in line with SOX control requirements.
Reconcile and substantiate general ledger expense and balance sheet accounts.
Provide insightful analysis for HR, Tax, and other Finance teams.
Participate in system enhancement projects, including UAT testing.
Maintain and improve process documentation and the control environment.
Identify and implement process efficiencies.
Act as a key point of contact for HR, IT, Tax, Audit, and other internal stakeholders.
Represent the function on wider office committees.
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: 16204
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.
INDCAS....Read more...
Inputting information onto Beckett systems
Generate quotes from various providers online platforms and request offline quotations
Undertake scanning and ensure information is saved in the right place
Prepare meeting packs for consultants, with supervision, including governance meetings
Produce accurate records and documents including emails, letters and files
Complete post meeting housekeeping – including actions and updating systems where directed
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers
Assist with administering new and existing schemes and respond to scheme queries
Assist in formatting data from clients and eligibility and upload for scheme processing
Provide general administrative support to Employee Services team members, working closely with business support colleagues
Take ownership for learning and self-development, seeking support and direction as necessary
Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Take part in workplace activities to promote problem solving
Training:
Business Administrator Level 3 Apprenticeship Standard
All training will take place at work
Training Outcome:
There is a clear career pathway through ES team. However, this qualification would stand you in good stead for other administration roles within Becketts
Employer Description:Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.Working Hours :Monday - Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Analytical skills,Team working,Willing to learn,Trustworthy....Read more...