Position: Software Development Placement – Computer ScienceLocation: Woking, UK About the Company:This innovative financial services firm in Woking develops cutting-edge technology solutions that drive success across the sector. The company is committed to nurturing emerging talent, providing meaningful professional development, and fostering careers within the fintech industry.Position Overview:This placement is ideal for undergraduate students in Computer Science who have a demonstrable interest in financial services. Preference will be given to final year students or those seeking a longer assignment such as a placement year.Key Responsibilities:Collaborate on real-world software development projectsContribute to both front-end and back-end development initiativesParticipate in troubleshooting and debugging exercisesAttend project meetings and planning sessionsWork with various programming languages and frameworksAssist in implementing new features and functionalitiesEssential Requirements:Currently pursuing an undergraduate degree in Computer Science or related disciplineDemonstrable interest in the financial services industry (via projects, modules, or extracurricular activities)Strong programming foundation (Java, C++, Python, etc.)Understanding of software development methodologiesExcellent problem-solving abilities and attention to detailAbility to work independently as a self-starterMust have the legal right to work in the UK (visa sponsorship not available)Technical Skills:While specific technical expertise is not mandatory, candidates must demonstrate a technological mindset and aptitude, with a passion for applying technology to solve business problems in the financial sector.Compensation:Competitive salary ranging from £24,000 to £25,000 per year, commensurate with skills and experience.Career Development:This opportunity provides an excellent foundation for a career in fintech, potentially leading to roles in software development, financial systems architecture, or data analytics. Candidates will gain hands-on experience and mentorship from seasoned industry professionals.Work Authorisation:Candidates must have the legal right to work in the United Kingdom. Candidates under the graduate visa scheme are not eligible.....Read more...
At Fairstone Financial Management, our Business Administration team plays a crucial role in managing various tasks efficiently.
Duties will include:
Opening and distributing all post items received into Head office as part of the Business Administration team
Identifying and categorising post items and distributing them to relevant person/team
The ability to use our bespoke systems to locate the appropriate business on the system and allocate post appropriately
The ability to scan post effectively, uploading to correct business record
Create and maintain files to log unidentified post items ensuring all data is captured whilst remaining within GDPR guidelines, ensuring the data is tracked and followed up within departmental SLA’s
Receive incoming telephone calls from internal staff/advisers and financial institutions in relation to post/queries and redirecting incoming calls if required
Processing multiple types of outgoing post: recorded, special delivery, parcels, non-Royal Mail and international correspondence
Being able to effectively use the company franking machine, ensuring the balance remains topped up and dealing with any error messages, to ensure business as usual
Liaise with various providers, gathering and correlating plan/policy information and ensuring a smooth and timely business process
Create, maintain and manage a precise record of pipeline in relation to Letters of Authority and schedule follow up chases to be carried out at a future date
Dealing with cross departmental queries
Training:Internal training will include onboarding to company systems and processes, an introduction to financial services and wealth management principles, regulatory and compliance awareness, and ongoing support to develop administrative, communication, and organisational skills within a professional environment.Training Outcome:There will be the possibility of full time employment upon successful completion of the apprenticeship.Employer Description:Fairstone is a UK-based financial planning and wealth management company that provides services such as:
· Independent financial advice
· Investment and portfolio management
· Retirement and pension planning
· Protection solutions
· Mortgage advice
We are one of the UK’s largest Chartered financial planning firms, working with both individual clients and businesses to manage wealth and long-term financial goals.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Logical,Organisation skills,Problem solving skills,Team working ....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
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As an Apprentice, you will be provided with the necessary training and support to enable you to carry out your duties. These will likely include many of the following:
Providing day-to-day team support, helping to keep processes running smoothly and efficiently.
Coordinating meetings, managing Outlook diaries, and ensuring everything is organised and on track.
Supporting team projects and contributing ideas to improve ways of working.
Collaborating with colleagues across different departments to understand how the business connects.
Acting as a reliable point of contact within your team for queries and coordination.
Preparing documents such as presentations, reports, and meeting materials.
Managing correspondence, including emails and phone enquiries.
Maintaining accurate records using internal systems.
Supporting with data gathering and liaising with third-party providers.
Building your understanding of financial services processes, including regulatory requirements.
Training Outcome:After completing the Financial Services Administrator Level 3 apprenticeship, apprentices are expected to progress into more established administrative or operational roles within financial services.
This may include opportunities in areas such as client services, operations, compliance support, onboarding, or team administration. With experience, individuals may move into more specialist positions or continue their development through further professional qualifications or advanced apprenticeships.
The apprenticeship provides a strong foundation of industry knowledge, practical skills, and workplace experience, helping learners build confidence and prepare for longer-term career progression within the financial services sector. Employer Description:Raymond James, London WallWe offer truly bespoke discretionary management services. Benefitting from being part of a global financial services firm but offering a boutique, client-centric family office service, our priority is fully understanding exactly what your expectations and requirements are, taking into account timescale, attitude to risk and any personal preferences. To make sure any changes are fully understood, we recommend meeting personally at least once a year or as often as you would wish. This may be at your home or place of work as well as at our offices in the City of London.
The investment world is continually changing, and we are able to fully access all the resources a company of Raymond James’ size offers, not just in investments, but also cutting-edge technology and systems.
Having established your requirements, we manage your assets on a discretionary basis, allowing us to implement strategies in the most efficient manner and to take advantage of opportunities as and when they appear. Alongside this, some clients may wish to have their own holdings, which they choose or wish to hold, and we offer satellite ‘Execution Only’ accounts that allow us to concentrate on your core mandate. You’ll also be able to monitor your own investments, 24/7, through Client Access – Raymond James’ secure online portal.
We have an extensive research capability with access to analysts employed by Raymond James and its affiliates who provide analysis on securities across the globe with award-winning research. Working Hours :35 hour working week, 18-month contract duration.
Days and shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Office Administrator, Cirencester, Gloucestershire - £26,000 to £30,000Behind every high-performing financial services team sits someone who keeps everything running like clockwork. This Office Administrator role in Cirencester is that position — essential, varied and valued far more than the title might suggest.Company OverviewA well-established financial services company in Cirencester, Gloucestershire, is seeking an Office Administrator to support its growing team. The business operates across wealth management, investment and commercial finance, and the office environment is professional, fast-paced and collaborative. Based in the centre of Cirencester, the company takes pride in delivering exceptional service to its clients.Job OverviewThe Office Administrator will be the central point of coordination for the Cirencester office. From managing diaries and booking meeting rooms to processing correspondence and maintaining filing systems, the Office Administrator ensures that advisers, brokers and managers can focus on client work without administrative bottlenecks. This is a varied role where no two days are quite the same.Here's what you'll be doing:Managing incoming calls, emails and post, directing enquiries to the appropriate team membersCoordinating diaries and scheduling meetings for senior staff and client-facing teamsMaintaining accurate records, filing systems and compliance documentationOrdering office supplies, managing facilities and liaising with building managementPreparing meeting rooms for client visits and ensuring a professional office environmentSupporting the finance team with basic data entry, invoice processing and expense trackingHere are the skills you'll need:Previous experience as an Office Administrator, Receptionist or Administrative AssistantStrong proficiency in Microsoft Office, particularly Outlook, Word and ExcelProfessional telephone manner and excellent written communicationAbility to handle confidential information with discretion, essential in financial servicesSelf-motivated and able to prioritise tasks without constant supervisionFull UK driving licence (office-based in Cirencester)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £26,000 to £30,000 depending on experienceMonday to Friday working hours with no weekend workPension scheme and holiday allowanceOpportunity to develop into office management or executive assistant rolesFriendly, professional team in a well-maintained Cirencester officeCotswolds location with easy parking and local amenitiesAn Office Administrator in financial services gains exposure to a regulated, client-focused industry that values reliability and professionalism. For candidates in or around Cirencester, this role offers stable employment, clear working hours and the potential to grow within a Gloucestershire business that genuinely appreciates its support staff.....Read more...
Financial Adviser, Cirencester, Gloucestershire - £40,000 to £100,000People remember the Financial Adviser who helped them plan for their children's education, protect their family or retire with confidence. This Financial Adviser position in Cirencester is for someone who takes that responsibility seriously and wants to do it within a firm that provides the support to do it well.Company OverviewA reputable financial services firm in Cirencester, Gloucestershire, is recruiting a Financial Adviser to strengthen its client advisory team. The company provides holistic financial planning including pensions, investments, protection and tax planning for individuals and families across the South West of England and nationally. With a strong compliance culture and a genuine focus on client outcomes, this is a practice where doing the right thing and earning well are not mutually exclusive.Job OverviewThe Financial Adviser will manage a portfolio of clients, providing comprehensive financial planning advice across the full spectrum of personal finance. From retirement planning and pension transfers to inheritance tax mitigation and investment strategy, the Financial Adviser will deliver tailored solutions based on each client's circumstances. There is a healthy existing client bank to inherit alongside the expectation to win new clients through referrals and professional networks.Here's what you'll be doing:Conducting fact-finds and cashflow modelling to understand clients' financial positions and goalsProviding regulated advice on pensions, investments, protection, tax planning and estate planningPreparing suitability reports and presenting recommendations to clients in a clear, jargon-free mannerReviewing existing client portfolios annually and adjusting strategies as circumstances changeBuilding new client relationships through networking, professional introductions and client referralsMaintaining full compliance with FCA regulations and the firm's internal standardsHere are the skills you'll need:Level 4 qualified Financial Adviser (Diploma in Regulated Financial Planning or equivalent)Experience delivering holistic financial planning advice to individuals and familiesStrong technical knowledge across pensions, investments, protection and taxExcellent client relationship skills with the ability to explain complex topics simplyChartered Financial Planner status or progress toward it would be advantageousFull UK driving licence (office-based in Cirencester with client visits across Gloucestershire)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £40,000 to £100,000 depending on experience and client bookExisting client bank available for the right candidateFull paraplanning and administrative supportContribution toward Chartered status and ongoing CPDPension scheme, group life cover and income protectionCirencester office with an established, collegial advisory teamFinancial advice is a profession where experience compounds. A Financial Adviser in Cirencester benefits from Gloucestershire's affluent demographics and strong professional referral networks. For qualified advisers in the United Kingdom looking for a practice that values quality advice over sales volume, this role offers the rare combination of client book, support and earnings potential.....Read more...
Senior AI Software Developer – FinTech Innovation Platform – Bern / Hybrid
(Key skills: AI Software Development, Java, Python, Machine Learning, Generative AI, LLMs, Cloud Platforms, Azure, AWS, API Development, Data Engineering, Agile, FinTech)
Our client, an innovative financial technology business based in Bern, is investing heavily in AI-driven platforms designed to modernise financial operations, automate workflows and improve customer experiences. As part of this growth, they are seeking a Senior AI Software Developer to help architect and deliver scalable AI-powered applications across the organisation.
In this role, you will design, develop and implement intelligent software solutions leveraging modern AI and machine learning technologies. You will work across the full software development lifecycle, building scalable backend services, integrating AI models and collaborating closely with product, engineering and business teams to translate complex requirements into production-ready solutions. Experience working with LLMs, Generative AI and AI-assisted workflows will be highly valuable.
You will contribute to the development of cloud-native applications using technologies such as Java/Python, APIs, containerisation and modern cloud platforms including Azure or AWS. The role will also involve working with structured and unstructured data, building integrations and helping drive best practices around performance, scalability and maintainability. Exposure to data engineering, MLOps or real-time AI systems would be highly advantageous.
Collaboration will be central to your success. You will work in Agile teams alongside developers, architects and stakeholders across the business, contributing to technical design discussions, mentoring colleagues and helping shape the organisation’s broader AI strategy. Strong communication skills and the ability to balance innovation with practical delivery are essential.
The ideal candidate will bring solid commercial software engineering experience alongside hands-on exposure to AI or machine learning technologies in production environments. Strong programming expertise in Python/Java or similar modern languages is required, alongside a passion for continuous learning and emerging technologies. Experience within financial services, banking or FinTech environments would be beneficial but is not essential.
This is a fantastic opportunity to join a collaborative and technology-driven FinTech business where AI is a strategic priority, and your work will directly influence the future of digital financial services.
Location: Bern, Switzerland / 3 days a week in the offices. Salary: CHF 110,000 – CHF 125,000 + Benefits
Applicants must have the right to work in Switzerland.
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ASSISTANT FINANCE MANAGER / MANAGEMENT ACCOUNTANTCENTRAL LONDON (3 DAYS OFFICE)UP TO £55,000 + STUDY SUPPORT + ENHANCED BENEFITS
THE OPPORTUNITY:We’re working with a growing business in London that is seeking an ambitious Management Accountant / Assistant Finance Manager to support the Financial Controller and play a key role in the day-to-day running of the finance function. This is an excellent opportunity for an AAT qualified or part-qualified ACCA/CIMA/ACA professional looking to step up, gain exposure across the full finance function, and progress their career in a fast-paced, dynamic environment.THE MANAGEMENT ACCOUNTANT / ASSISTANT FINANCE MANAGER ROLE:
Reporting to the Financial Controller, you’ll be joining the team as a Management Accountant / Assistant Finance Manager.
Support the Financial Controller with managing all finance activities
Assist with cashflow management and preparation of forecasts
Support the annual budgeting process and monitor variances against actual spend
Carry out month-end closures and prepare management reporting packs
Contribute to internal and external reporting for senior leadership, lenders and stakeholders
Supervise purchase ledger, sales ledger, accruals, prepayments, and general ledger processes
Prepare VAT returns and oversee compliance
Maintain and supervise the fixed asset register
Assist with treasury function, banking activities and monthly reconciliations
Support with ad hoc financial modelling and projects
THE PERSON:
Experience in a similar finance role, such as; Assistant Finance Manager, Assistant Financial Controller, Management Accountant, Finance Manager or similar
Experience within the financial services space is essential
Must have a stable and logical career history
AAT qualified and/or part-qualified ACA / ACCA / CIMA (essential)
Strong Microsoft Office skills, in particularly with MS Excel
Experience using Sage and Sage Payroll would be an advantage
Excellent communication and stakeholder management skills
Highly organised, detail-focused and confident working to deadlines
Self-motivated team player with a proactive approach
TO APPLY: Please send your CV for the Management Accountant / Assistant Finance Manager role via the advert for immediate consideration
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
An exciting opportunity has arisen for an ambitious emerging legal professional to develop specialist expertise at the intersection of capital markets, legal analysis and technology-driven contract management. Company overview This organisation is a highly regarded global legal-data and consulting firm specialising in the delivery of legal-documentation infrastructure for financial institutions. Established to address a critical industry skills gap, the firm combines legal insight with reference-data and technology expertise to support investment banks in meeting the expectations of regulators and internal control functions. The business has expanded significantly, now operating across Europe, the United States and Asia, driven by its strong reputation in transforming how legal data is structured, managed and applied in financial-market operations. Job overview As an Associate Consultant, you will contribute to a range of consulting assignments within leading investment-bank environments. This role is ideal for new or recent law graduates seeking exposure to capital markets, legal contract analysis, contract data, operational processes and the application of technology within financial services. You will work closely with stakeholders across Legal, Compliance, Credit, Collateral Management, Quantitative Strategy teams and Technology, helping to enhance the quality of legal-data management and improve operational efficiencies. You will also support business-development and marketing activity as the firm continues to grow within the US market. Here’s what you’ll be doing:Supporting the processing and negotiation of standard trading documentation, including agreements such as ISDA and related amendments.Assisting in structuring and analysing contract data to improve the accuracy and efficiency of legal-data systems.Collaborating with internal and external stakeholders across multiple departments to enhance contract-related processes and ensure regulatory alignment.Conducting reviews of legal agreements and assessing language against regulatory requirements, including monitoring ongoing changes such as the global transition from LIBOR.Contributing to business-development and marketing initiatives supporting the firm’s services in the US market.Engaging in project-based work requiring communication with technology teams, data specialists and legal stakeholders.Here are the skills you’ll need:JD or equivalent legal qualification.Interest in law across jurisdictions, technology applications, AI, machine learning and the use of data to streamline business processes.Some exposure to capital markets is desirable.Strong analytical mindset with excellent attention to detail.Ability to follow complex instructions with precision.Strong work ethic with a proactive attitude towards learning.Competent use of Microsoft Excel, Word and PowerPoint.Work permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Salary between £25,000–£33,000 depending on experience.Early exposure to high-value legal and operational work within investment-bank environments. Opportunities to develop skills in legal-data structuring, documentation processes and technology-driven business transformation.Involvement in regulatory-driven change projects affecting global financial contracts.Potential opportunities to work with clients in international locations, including New York.Strong learning environment with access to cross-functional teams and wide-ranging developmental pathways.Pursuing a career as an Associate Consultant offers a unique platform to grow within an evolving space where legal expertise, data and technology converge. This role provides rare insight into the mechanics of financial-market documentation while equipping you with future-focused skills that are increasingly sought after across the financial-services sector.....Read more...
Technical Product Owner – Risk & Finance – Linz, Austria / Hybrid
(Key skills: Product Owner, Risk & Finance Technology, Backlog Prioritisation, Cloud Data Platforms, Agile (Scrum & Kanban), Technical Product Strategy, Stakeholder Management, Data Integration, Performance Optimisation, Product Roadmapping, CI/CD, Analytics / ETL, Financial Services, Risk Reporting)
Are you a technical product leader with a strong understanding of risk and financial systems who enjoys shaping and delivering high-impact technology solutions? Do you thrive in roles where you blend product strategy with technical insight to drive value for cross-functional teams and business stakeholders? If so, this could be your next opportunity.
Our client, a forward-thinking FinTech business, is seeking a Technical Product Owner – Risk & Finance to lead product development across risk, data, and finance platforms. This role sits at the intersection of technology and business; you will work closely with engineers, data specialists, risk experts and business owners to maximise product value, ensure operational stability and deliver scalable solutions that underpin key financial processes.
In this role, you will take ownership of the product backlog, prioritising work that balances maintenance, optimisation and strategic enhancement of risk and finance functionality. You’ll work with agile teams to refine user stories, define acceptance criteria, and ensure clarity of requirements while safeguarding technical quality, architecture standards and security practices. You’ll be actively involved in operational tasks as needed, helping to ensure smooth delivery, integration and evolution of data pipelines and risk frameworks.
You will ensure efficient transformation and integration of large data sets in a modern cloud environment, driving optimisation of data processing workflows and ensuring stability and performance across the platform. You’ll present insights and outcomes clearly to a range of audiences — from technical teams to senior stakeholders — and champion continuous improvement practices within a dynamic, agile delivery team.
To succeed in this role, you’ll bring strong experience in technical product ownership or a closely related role, ideally within risk, finance, data engineering or financial services technology. You should be comfortable working with agile frameworks (Scrum, Kanban), well-versed in collaborating with development and delivery teams, and confident translating complex technical concepts into actionable product plans. A solid understanding of cloud technologies and modern data platforms — and the ability to influence delivery outcomes through active engagement and prioritisation — will be key.
This is an exciting opportunity to join a business where technology and finance truly intersect, enabling you to shape products that support essential financial services operating at scale. You’ll work in a collaborative environment that values innovation, technical excellence, and iterative delivery, with real visibility across the organisation.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €75,000 + Bonus + Benefits
Applicants must have the right to work in Austria.
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Product Owner – Insurance Technology – Solothurn / Hybrid
(Key skills: Product Ownership, Event-Driven Architecture, Agile (Scrum / SAFe), Backlog Management, Stakeholder Engagement, Integration Platforms, Roadmaps, Data & APIs, Financial / Insurance Services)
Are you a Product Owner with a strong technical mindset who enjoys shaping platform products that enable seamless system integration? Do you thrive in collaborative environments where technology underpins critical insurance and financial services? If so, this is a compelling opportunity to make a real impact.
Our client, a progressive insurance technology organisation, is looking for a Product Owner to lead the development and evolution of an event-based integration platform. This platform plays a key role in enabling reliable, scalable data exchange across internal systems and external partners.
In this role, you will own and prioritise the product backlog, working closely with engineering, architecture and business stakeholders to translate requirements into clear user stories. You’ll define and maintain the product roadmap, balancing innovation with operational stability, and ensure delivery aligns with strategic objectives. You’ll also track progress and value delivery using meaningful KPIs and Agile metrics.
You’ll operate in an Agile environment (Scrum / SAFe), facilitating planning and refinement activities while acting as the key point of contact for stakeholders. Strong communication skills and the ability to align technical teams with business goals will be central to your success.
The ideal candidate will have proven experience as a Product Owner, ideally working with integration platforms, event-driven systems or data-centric products. Experience within insurance or financial services is advantageous but not essential.
This is an excellent opportunity to own a core platform product within an insurance-focused technology environment, where your decisions will directly influence system connectivity and business efficiency.
Location: Solothurn, Switzerland / Hybrid working
Salary: CHF 90,000 – CHF 115,000 + Bonus + Benefits
Applicants must have the right to work in Switzerland.
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A remarkable opportunity has emerged for a motivated early-career legal professional to gain hands-on exposure to financial-market documentation and cutting-edge LegalTech innovation. The contract is expected to initially be for a 6 month to 1 year period, with the possibility of becoming permanent. The role would suit either those waiting to begin a training contract or those seeking an in-house career in financial services. Company overview This organisation is a respected global legal-data and consulting specialist operating within the FinTech and LegalTech sectors. It advises leading financial-market participants on the optimisation of legal data to support capital, liquidity and collateral management, regulatory reporting and operational strategy. The firm also partners with international trade associations to deliver document-digitisation and taxonomy projects across derivatives and securities-finance markets. Job overview As a Paralegal / LegalTech Consultant, you will support legal-data initiatives across complex financial-market documentation. You will contribute to the analysis of legal agreements, assist in data-modelling projects and work closely with stakeholders in legal, business and technology functions. Your work may also extend to legal-opinion data projects focusing on netting and collateral enforceability, as well as optional involvement in business-development activity. Here’s what you’ll be doing:Conducting research and analysis of legal agreements and preparing findings for presentation to senior stakeholders.Supporting the development of an artificial-intelligence system designed to capture and structure data from contracts.Collaborating with business stakeholders, including collateral and CVA teams, alongside data modellers and IT developers.Contributing to legal-opinion data projects, particularly relating to close-out netting and collateral enforceability.Participating in business-development or marketing activity if this is an area of interest.Here are the skills you’ll need:Law degree or GDL.Some exposure to derivatives (ISDA), structured finance or capital markets is desirable.Competent use of Microsoft Excel, Word and PowerPoint.Strong drafting, research and presentation skills.Ability to work both independently and collaboratively with a proactive and driven approach.Focused mindset with enthusiasm for learning, development and taking initiative.Work permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:Salary between £23,000–£28,000 depending on experience.A contract role with the possibility of becoming permanent.Opportunity to work closely with financial-services stakeholders and gain niche experience in derivatives documentation and LegalTech innovation.Hands-on involvement in the development of AI-driven contract-analysis tools.Clear professional development potential within a growing and technology-focused advisory environment.Choosing a career as a Paralegal / LegalTech Consultant offers a strong foundation in legal analysis, financial-market documentation and emerging legal-technology applications. It provides early exposure to innovative tools and industry-wide initiatives, helping you build a future-ready skill set within a rapidly evolving sector.....Read more...
Job Description:
Core‑Asset Consulting is supporting a leading financial services firm in their search for a skilled Calypso Developer.
This is an opportunity to work on high‑impact financial technology projects, delivering robust solutions in a fast‑paced environment. The role combines development and support responsibilities, with direct engagement with business users to drive meaningful enhancements.
Essential Skills/Experience:
Strong Java programming skills (Java 8+, ideally 17+).
Ability to manage full development lifecycle from requirements through deployment.
Excellent problem-solving, attention to detail, and communication skills.
Collaborative and adaptable, with a desire to learn and grow in a dynamic environment.
First class degree in Computer Science, Engineering, Mathematics, or related field (or equivalent).
Experience with portfolio management systems such as Calypso, Murex, Orchestrade, or Front Arena is desirable.
Familiarity with front/middle-office financial processes and instruments is a plus.
Core Responsibilities:
Develop, test, and deliver high-quality software solutions to meet business requirements and SLAs.
Engage with business users to identify enhancements and process improvements.
Collaborate closely with other technology teams to ensure seamless delivery.
Provide application support as needed, balancing development and operational tasks.
Contribute to discussions on design, process, and delivery improvements.
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: 16433
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
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Growth Marketing Manager, Cirencester, Gloucestershire - £35,000 to £45,000If you live and breathe data-driven marketing and want to see the direct commercial impact of your work, this Growth Marketing Manager position in Cirencester could be exactly what you are looking for. A financial services company with serious momentum is hiring someone to own the growth engine.Company OverviewThis Cirencester-based financial services business has built a strong reputation across investment, wealth management and commercial finance. Now entering a phase of accelerated growth, the company is looking for a Growth Marketing Manager to help scale client acquisition and deepen engagement with existing customers. The office sits in the heart of Gloucestershire and the culture is fast-paced but supportive.Job OverviewThe Growth Marketing Manager will be responsible for building and optimising the marketing funnel from awareness through to conversion. Unlike a traditional marketing role, this position is squarely focused on measurable growth — testing channels, improving conversion rates and finding scalable ways to attract high-value clients. The Growth Marketing Manager will work across paid, organic and referral channels to drive pipeline for the business development team.Here's what you'll be doing:Designing and executing growth experiments across paid search, social advertising and email automationBuilding and refining the lead generation funnel using data and analyticsManaging marketing budgets with a clear focus on cost per acquisition and return on investmentCollaborating with sales and business development to align marketing-qualified leads with commercial goalsImplementing A/B testing frameworks for landing pages, email sequences and ad creativesReporting on key growth metrics and presenting insights to senior leadershipHere are the skills you'll need:Demonstrable experience in a Growth Marketing Manager, Performance Marketing or Demand Generation roleStrong analytical skills with proficiency in Google Analytics, marketing automation platforms and CRM toolsHands-on experience running paid media campaigns across Google Ads, LinkedIn and MetaUnderstanding of the financial services buyer journey and longer sales cyclesComfort with data — you should be able to build a dashboard as easily as you write a briefFull UK driving licence (office-based in Cirencester, Gloucestershire)Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Key perks and benefits:Salary of £35,000 to £45,000 depending on experiencePerformance-linked bonus opportunities tied to growth targetsAccess to marketing technology stack and budget to experimentCareer progression into Head of Marketing or Commercial Marketing DirectorPension scheme and competitive holiday allowanceCirencester office location with easy access to the M4 and M5 corridorsGrowth marketing in financial services is one of the fastest-evolving disciplines in the United Kingdom. As firms move away from traditional referral models, the demand for commercially minded Growth Marketing Managers continues to rise. This Cirencester role offers the chance to shape a growth function from the ground up within a sector that rewards long-term thinking.....Read more...
Administration tasks
Handling correspondence
Maintaining records
Supporting meetings
Assisting in day-to-day operations
Customer interactions
Regulatory reporting
Using IT systems
Training:
Financial Services Administrator Level 3
Training conducted on-site
Twice monthly
Training Outcome:Progression to a senior administrator or further development as an Insurance Practitioner in either commercial lines or personal lines.Employer Description:Established in 1981, Ashbourne Insurance Services Limited (AIS) is a family run, provincial, general, insurance broker, authorised and regulated by the financial conduct authority. AIS offer the full range of both personal and business insurances to local residents and the business community.
With a staff of 15 based at our offices in Hoddesdon we aim to provide a diverse mix of insurance solutions to our local community.Working Hours :Monday to Friday 9am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Product Owner – Insurance Technology – Lucerne / Hybrid
(Key skills: Product Ownership, Event-Driven Architecture, Agile (Scrum / SAFe), Backlog Management, Stakeholder Engagement, Integration Platforms, Roadmaps, Data & APIs, Financial / Insurance Services)
Are you a Product Owner with a strong technical mindset who enjoys shaping platform products that enable seamless system integration? Do you thrive in collaborative environments where technology underpins critical insurance and financial services? If so, this is a compelling opportunity to make a real impact.
Our client, a progressive insurance technology organisation, is looking for a Product Owner to lead the development and evolution of an event-based integration platform. This platform plays a key role in enabling reliable, scalable data exchange across internal systems and external partners.
In this role, you will own and prioritise the product backlog, working closely with engineering, architecture and business stakeholders to translate requirements into clear user stories. You’ll define and maintain the product roadmap, balancing innovation with operational stability, and ensure delivery aligns with strategic objectives. You’ll also track progress and value delivery using meaningful KPIs and Agile metrics.
You’ll operate in an Agile environment (Scrum / SAFe), facilitating planning and refinement activities while acting as the key point of contact for stakeholders. Strong communication skills and the ability to align technical teams with business goals will be central to your success.
The ideal candidate will have proven experience as a Product Owner, ideally working with integration platforms, event-driven systems or data-centric products. Experience within insurance or financial services is advantageous but not essential.
This is an excellent opportunity to own a core platform product within an insurance-focused technology environment, where your decisions will directly influence system connectivity and business efficiency.
Location: Lucerne, Switzerland / Hybrid working
Salary: CHF 100,000 – CHF 125,000 + Bonus + Benefits
Hybrid: 3 days a week in the office.
Language Skills: Minimum level of C1 German.
Applicants must have the right to work in Switzerland.
NOIRSWITZERLANDREC
NOIREUROREC....Read more...
Support budget holders with routine financial queries
Assist in producing basic financial reports and reconciliations
Assist the Procurement Lead in the administration of Tenders and Quotations to comply with the Group’s Procurement regulations
Assist the Procurement Lead in the administration of the Procurement Portal
Help with month-end and year-end tasks as required
Support supplier statement reconciliations and resolve basic queries
Assist with processing income and expenditure transactions
Support audit preparation by gathering documentation and evidence
Ensure procedures are followed in line with financial regulations and internal controls
General office duties, including filing and posting
Work collaboratively with colleagues across finance and wider college teams
Handle information confidentially and professionally
Carry out other reasonable duties appropriate to the role and level
Actively participate in apprenticeship training and off-the-job learning
Complete coursework, assessments, and portfolio evidence on time
Apply learning from training into day-to-day work
Attend review meetings with the training provider and line manager
Training:Accounts or Finance Assistant Level 2.Training Outcome:This apprenticeship provides an excellent starting point for a career in finance, with opportunities for further progression within the sector through experience, skills development, and continued professional growth.Employer Description:UCS College Group Corporate Services is a subsidiary company of UCS College Group, making it an integral part of everyday functions. We have a range of different areas who are employed by our Corporate Services, offering fantastic support servicesWorking Hours :Normal working hours will be between 8:30am to 5.00pm Monday to Thursday and 8:30am to 4.30pm on Friday.
Some flexibility will be required to meet the needs of the department in agreement with your line manager.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Logical,Team working,Creative,Can-do attitude,Quality Focused,Self-development commitment,A desire to work in Finance....Read more...
CLIENT ONBOARDING EXECUTIVE - LEGAL SERVICES FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTEGet Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Client Onboarding Executive to play a pivotal role in supporting clients at the start of their recoveries journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Client Onboarding Executive you will:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
LEGAL SERVICES ADMINISTRATOR FULL TIME, PERMANENT MANCHESTER CITY CENTRE £30,000 + up to £5,000 OTE + COMMISSION + ANNUAL BONUS Get Recruited are very excited to be representing our client, who are on the lookout for a First Response Executive / Customer Service Administrator to join them!
This is a great opportunity for a confident and driven First Response Executive / Legal Services Administrator / Client Onboarding Executive to play a pivotal role in supporting clients at the start of their recoveries journey. You’ll be the first point of contact, delivering a professional, empathetic, and informative experience while guiding clients through a complex but rewarding process.
If you enjoy working in a fast-paced, client-focused environment within legal or financial services, this could be the perfect next step in your career!
As a Client Onboarding Executive you will:
Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
Guide clients throughout the recoveries process, with clear communication throughout the call
Onboard new clients, transferring their cases to the relevant department
Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
Providing financial insights throughout the process
Ensure all necessary information and documentation is gathered to progress cases effectively
Maintain a high standard of client care while working towards individual and team targets
You must have:
Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
Strong communication skills
Confident in working independently and can work to targets
Highly organised with a strong focus on conversions
Proven experience of working in a target driven environment
Experienced within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
Competitive basic salary + uncapped commission and bonus structure
25 days holiday + bank holidays
Annual bonus scheme
Regular team socials including summer and Christmas events
Company awards and recognition evenings
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Join a leading global technology integrator with 20+ years’ experience delivering end-to-end connectivity solutions across structured cabling, data centres, and managed services.
This role would be visiting and managing the managed services on sites from West and North London locations, so accesible to commute to these locations are crucial.
Role Overview
You will lead Operations Service Delivery across key enterprise and financial services clients, ensuring contractual obligations, SLAs, and service quality are consistently met. Acting as the primary delivery and escalation point, you’ll work closely with account managers, stakeholders, and onsite teams to drive operational excellence and continuous improvement.
Key Responsibilities
• Lead, manage, and develop technical and service delivery teams
• Ensure high-quality delivery across managed services and project work
• Own SLA performance, governance, and ITIL-based service processes
• Manage budgets, financial performance, and reporting
• Oversee recruitment, development, and succession planning
• Drive customer satisfaction and continual service improvement (CSIP)
• Support pre-sales activity and contribute to strategic direction
• Ensure compliance with industry standards, tools, and accreditations
Requirements
• Strong leadership experience in service delivery environments
• Background in data centres and structured cabling
• Experience managing projects, budgets, and stakeholders
• Strong ITIL knowledge and understanding of BAU support models
• Experience in regulated environments (e.g. banking) advantageous
• Excellent communication, organisational, and people management skills
• Confident with Microsoft Office and reporting tools
Desirable: ITIL, PRINCE2, BICSi certifications
Apply now for full details.
@mecscomms: uniting opportunity with ambition in Telecoms | Media | Technology
@mecscomms is the brand name of MECS Communications Ltd who provide permanent & contract recruitment consultancy service as an Employment Agency & Employment Business.
For more information or a list of current vacancies, please see our web site at mecscomms.co.uk....Read more...
Part Time Finance Manager
Barnsley – 20 hours per week
Up to £40,000 (Full Time Equivalent) + Benefits + Great Culture
The Opportunity:
This is a great opportunity to join a long-standing and growing organisation with a strong customer-focused approach and a supportive working culture. The business works closely with a wide range of clients across the UK and has built an excellent reputation for reliability and service delivery.
The role will involve managing cash flow, monitoring company income and expenditure, and ensuring invoices, payments and employee expenses are processed accurately and on time. You’ll also produce monthly financial reports, support budgeting and forecasting activities, and provide financial insight to senior management.
The role would suit someone who enjoys working independently, taking ownership of financial processes, and contributing to the wider success of a growing organisation. With close collaboration across departments and direct involvement in financial planning, this position offers variety and the chance to make a real impact.
The Responsibilities:
Monitor company cash flow and ensure funds are managed effectively to support operational needs.
Produce regular cash flow forecasts and financial reports for senior leadership.
Support and lead budgeting processes across the business.
Prepare financial forecasts and analyse trends to identify opportunities for improvement.
Oversee purchase and sales invoices, ensuring payments and collections are processed on time.
Review employee expenses and ensure compliance with company procedures.
Produce accurate monthly financial reports for management and stakeholders.
Ensure compliance with financial regulations and accounting standards.
Maintain positive working relationships with suppliers and customers.
Resolve finance-related queries or disputes efficiently and professionally.
Ensure financial processes meet regulatory and internal policy requirements.
Act as a key point of contact for finance-related enquiries.
Build strong relationships across departments to support the wider business.
The Person:
Must have previous experience in a finance role, ideally in an SME environment.
Experience using accounting software and advanced.
Strong attention to detail and accuracy.
Professional written communication skills.
Understanding of financial regulations and compliance.
Excellent communication and interpersonal skills.
This is a great opportunity for someone from a Finance Officer, Management Accountant, Assistant Finance Manager, Finance Manager, Senior Finance Assistant, Accounts Manager or similar.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Part Time Management Accountant
Barnsley – 20 hours per week
Up to £40,000 (Full Time Equivalent) + Benefits + Great Culture
The Opportunity:
This is a great opportunity to join a long-standing and growing organisation with a strong customer-focused approach and a supportive working culture. The business works closely with a wide range of clients across the UK and has built an excellent reputation for reliability and service delivery.
The role will involve managing cash flow, monitoring company income and expenditure, and ensuring invoices, payments and employee expenses are processed accurately and on time. You’ll also produce monthly financial reports, support budgeting and forecasting activities, and provide financial insight to senior management.
The role would suit someone who enjoys working independently, taking ownership of financial processes, and contributing to the wider success of a growing organisation. With close collaboration across departments and direct involvement in financial planning, this position offers variety and the chance to make a real impact.
The Responsibilities:
Monitor company cash flow and ensure funds are managed effectively to support operational needs.
Produce regular cash flow forecasts and financial reports for senior leadership.
Support and lead budgeting processes across the business.
Prepare financial forecasts and analyse trends to identify opportunities for improvement.
Oversee purchase and sales invoices, ensuring payments and collections are processed on time.
Review employee expenses and ensure compliance with company procedures.
Produce accurate monthly financial reports for management and stakeholders.
Ensure compliance with financial regulations and accounting standards.
Maintain positive working relationships with suppliers and customers.
Resolve finance-related queries or disputes efficiently and professionally.
Ensure financial processes meet regulatory and internal policy requirements.
Act as a key point of contact for finance-related enquiries.
Build strong relationships across departments to support the wider business.
The Person:
Must have previous experience in a finance role, ideally in an SME environment.
Experience using accounting software and advanced.
Strong attention to detail and accuracy.
Professional written communication skills.
Understanding of financial regulations and compliance.
Excellent communication and interpersonal skills.
This is a great opportunity for someone from a Finance Officer, Management Accountant, Assistant Finance Manager, Finance Manager, Senior Finance Assistant, Accounts Manager or similar.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Part Time Accountant
Barnsley – 20 hours per week
Up to £40,000 (Full Time Equivalent) + Benefits + Great Culture
The Opportunity:
This is a great opportunity to join a long-standing and growing organisation with a strong customer-focused approach and a supportive working culture. The business works closely with a wide range of clients across the UK and has built an excellent reputation for reliability and service delivery.
The role will involve managing cash flow, monitoring company income and expenditure, and ensuring invoices, payments and employee expenses are processed accurately and on time. You’ll also produce monthly financial reports, support budgeting and forecasting activities, and provide financial insight to senior management.
The role would suit someone who enjoys working independently, taking ownership of financial processes, and contributing to the wider success of a growing organisation. With close collaboration across departments and direct involvement in financial planning, this position offers variety and the chance to make a real impact.
The Responsibilities:
Monitor company cash flow and ensure funds are managed effectively to support operational needs.
Produce regular cash flow forecasts and financial reports for senior leadership.
Support and lead budgeting processes across the business.
Prepare financial forecasts and analyse trends to identify opportunities for improvement.
Oversee purchase and sales invoices, ensuring payments and collections are processed on time.
Review employee expenses and ensure compliance with company procedures.
Produce accurate monthly financial reports for management and stakeholders.
Ensure compliance with financial regulations and accounting standards.
Maintain positive working relationships with suppliers and customers.
Resolve finance-related queries or disputes efficiently and professionally.
Ensure financial processes meet regulatory and internal policy requirements.
Act as a key point of contact for finance-related enquiries.
Build strong relationships across departments to support the wider business.
The Person:
Must have previous experience in a finance role, ideally in an SME environment.
Experience using accounting software and advanced.
Strong attention to detail and accuracy.
Professional written communication skills.
Understanding of financial regulations and compliance.
Excellent communication and interpersonal skills.
This is a great opportunity for someone from a Finance Officer, Management Accountant, Assistant Finance Manager, Finance Manager, Senior Finance Assistant, Accounts Manager or similar.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
This investment firm operates within a highly governed, regulated environment, managing a diversified portfolio with a strong focus on control, risk management, and disciplined financial reporting. As the organisation continues to strengthen its internal infrastructure and refine finance processes, it is seeking a Financial Controller to take ownership of financial control, reporting, and the ongoing development of the finance function.The Role Reporting into senior finance leadership, the Financial Controller will be responsible for overseeing financial operations and ensuring the accuracy, consistency, and timeliness of reporting across the business. The role sits at the centre of financial governance, working closely with investment teams, operations, and external advisers to support compliance, control, and performance insight.Key Responsibilities
Oversee month-end, quarter-end, and year-end close processes
Produce accurate management accounts and statutory financial statements
Maintain strong financial controls and governance frameworks across the business
Lead audit processes and act as the primary point of contact for external auditors
Support regulatory reporting and ensure compliance with applicable financial regulations
Oversee fund accounting interfaces and investment-related financial reporting
Monitor balance sheet integrity, capital adequacy, and cash management
Review and improve accounting processes, systems, and documentation
Provide financial analysis and reporting insight to senior stakeholders
Candidate Profile
ACA, ACCA, or CIMA qualified
Experience within asset management, investment management, or regulated financial services
Strong technical accounting background in a controlled, regulated environment
Proven experience managing financial reporting, controls, and audit processes
Confident communicator, comfortable working with senior stakeholders
Detail-focused with a strong emphasis on accuracy and process improvement
Comfortable operating in a deadline-driven environment
Experience with fund structures or investment accounting is advantageous....Read more...
Duties will include:
Keeping clients updated on progress and answering straight forward administrative questions
Contacting pension providers, platforms and other third parties to request information and updates
Preparing documents and meeting packs for client appointments (for example pensions and ISAs)
Processing new business and ongoing changes, and tracking cases until they are completed
Keeping client records accurate and up to date
Managing routine emails and letters
Chasing information when things stall or are delayed
Helping organise meetings and diaries
Keeping on top of the wider teams tasks
The work is structured and process-driven.
Getting details right matters, but you will be shown how to do things properly and supported while you learn.Training:
Level 3 Financial Services Administrator Apprenticeship
Support from Simply Academy with structured learning and revision sessions
Study towards RO1 from the Chartered Insurance Institute (CII), a recognised financial services qualification
RO1 completion will provide a solid foundation for the learner and can lead to progression into further areas of study
Training Outcome:
This is a long-term role with progression
We will support all exams and related training to the end of level 4 and for the right candidate beyond. Client Support can be level 4 qualified, and we will encourage that progression as well as personal skills
Employer Description:Dynamic Financial Planning is an independent financial planning firm working mainly with families who are close to, or already in, retirement. This also includes working with trusts and trustees.
Guiding clients calmly and clearly, over many years, so they feel confident about their choices.
We are a small, growing firm. That means you are not a small cog in a large machine. People notice your work, rely on it, and genuinely appreciate it. You will build deep relationships with our clients over time and take the time to get to know them.
Working Hours :Flexible working, but typically 9.00am - 5.00pm Monday to Friday with half an hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working,can act with autonomy....Read more...
