Providing administrative and sales support to the team
Accurate and efficient scanning and storing of documents on our business CRM system
Production of letters and sending of emails
Accurate updating of our CRM system
Handling telephone enquiries and messages
Providing high quality service to our clients
Reviewing pension policy information and retirement option forms
Stationary and stock checking and ordering
Meeting and greeting customers and business clients
Communicating and taking instructions from corporate companies
Training Outcome:
Potentially Paraplanning or Financial Adviser
Employer Description:The minefield that is pensions and investments can be a confusing place. Our hassle-free service enables our clients to speak to one of our advisers to discuss their pensions and investments face to face, on the telephone or via a visual online platform. Everyone in our team takes pride in delivering an excellent service to our customers. We also offer financial advice across the spectrum including Annuities, Individual Protection, Group Protection, Retirement and Inheritance Tax Planning.Working Hours :Monday to Friday 9:00am- 5:00pm (Flexibility may be required and will be discussed at interview stage)Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Proactive....Read more...
Prepare all client valuations and supporting documentation for all review meetings
Track client review dates and book appointments for the advisors
Correspondence with clients – via emails, letters and over the phone
Attending client meetings and taking notes
Data entry into spreadsheets and inputting client data into our online databases, for this you must be able to demonstrate a good attention to detail
Keeping client files up to date/organised and where possible, storing information online
Help the advisors prepare and gather information on client policies and investments
Assisting advisors with cases
Scan all relevant client information and incoming post from providers
Take the post at the end of the day
Tracking the advisor renumeration
Answer the phone in the first instance (within three rings) so calls can be managed for the advisors
Answer the door to clients/providers, making sure they sign in and offering coffee and tea
Always assist in keeping the office clean and tidy
Assist the management team with a variety of tasks, including arranging client social events, HR and HSE updates, ordering office stationery and any other general duties
Training:Next Level Training will provide comprehensive training and support throughout your apprenticeship period. This includes:
Level 3 Business Administration Apprenticeship Standard (14-months)
Functional skills development in English, maths, and ICT (if applicable)
Employability skills training
Workshops and training days at our academy and online
Tutor-led workplace assessments and ongoing support
Training Outcome:A business administration apprenticeship can help lead towards multiple career paths in a number of different sectors.Employer Description:Digby Associates is a Wealth Management Firm based in the heart of Bristol’s city centre, with an additional office in Cheltenham. Founded in 2007, we have built our business on reputation – the caring financial advisers who want to add value to our clients lives. We specialise in providing bespoke financial advice and services to clients on Investments, Mortgages, Pensions and Inheritance Tax mitigation.Working Hours :Monday to Friday between 9am to 5pm.Skills: Communication skills,Organisation skills,Problem solving skills....Read more...
File Reviewer - IFA Compliance Location: Our Support office in Chorley – 1 day working from home and 4 office days (with a requirement that 3 of these need to be at our support office and 1 can be in any of our other offices) Salary: £35,000 - £40,000 per annum + discretionary bonuses Job Type: Full Time, Permanent Our client is looking an experienced File Reviewer to join their expanding Compliance Team.This is more than a traditional file-checking role. It’s a chance to combine hands-on file reviews with wider compliance projects in a firm where your contribution genuinely shapes the business and your career.You’ll play a key part in maintaining high standards of advice across pensions, investments, and protection, while also supporting the wider compliance framework of the business.Key responsibilities include:
Conducting pre- and post-sale file reviews to ensure FCA compliance and advice qualityProducing clear, actionable feedback for advisers and tracking remedial actions to completionSupporting the Head of Compliance with risk management, policy updates, MI reporting, and regulatory auditsMaintaining Training & Competence (T&C) records, including CAS reviews and competency assessmentsAssisting with the development and delivery of compliance training and process improvements
About you:
Level 4 Diploma in Financial Planning (or equivalent) – essentialProven experience in compliance, file review, or quality assurance within financial servicesStrong knowledge of FCA rules and financial advice standards (pensions/investments preferred)Highly analytical with excellent attention to detailConfident communicator, able to provide clear and constructive feedback
What’s on Offer
Salary: £35,000 – £40,000Discretionary performance-linked bonusEmployee-Owned business – share in the success and decision-makingHybrid workingStructured support towards Level 6 / Chartered statusClear progression into senior compliance roles
This isn’t just another compliance role. It’s a career accelerator in a company that invests in its people, values collaboration, and takes pride in compliance excellence. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
ParaplannerImmediate StartSalary circa £33k pa + BenefutsBased in Silsden - Hybrid working (3 office / 2 home after probation)About the roleWe are looking for a motivated, detail-driven Paraplanner to join our growing practice team. This is a true paraplanning role for someone who values the technical craft of financial planning and wants to build a long-term career in the profession.You will work closely with our Practice Team Leader and advisers, supporting client reviews, new business, and ongoing servicing in a collaborative, supportive environment.Duties include: Technical & Report Writing
Produce high-quality suitability reports across pensions and investmentsComplete cashflow modelling, attitude to risk and client reports (Dynamic Planner)Research funds and products using FE AnalyticsSense-check and refine adviser recommendationsEnsure FCA suitability, Consumer Duty compliance and accurate client files
Client & Case Support
Analyse LOA and fact find dataLiaise with providers and chase outstanding informationSupport annual reviews, ongoing service work and death claimsMaintain client records on Intelliflo
Platform, Quality & Compliance
Support the True Potential integration and TP-related casesReview adviser work including vulnerability and capacity for lossContribute to file reviews, CPD and continuous improvement
Systems you will use
IntellifloDynamic PlannerFE AnalyticsTrue Potential
What we are looking forEssential
2+ years' + Paraplanning experienceSolid understanding of UK financial products (pensions, ISAs, investments, protection)Strong report writing and written communication skillsHigh attention to detail and accuracyConfident analysing financial information and riskOrganised, deadline-driven and comfortable learning new systemsProfessional confidence to challenge constructively when needed
Personal Fit
A genuine interest in paraplanning as a professionReceptive to feedback and keen to develop technicallyTeam-focused, collaborative and dependable
Desirable
Paraplanning or financial services experienceCII Level 4 Diploma (or working towards)Knowledge of financial planning softwareExposure to trusts, estate planning or IHT
What we offer
Competitive salary (DOE)25 days holiday + bank holidaysDeath in Service (£100,000 cover)Private Medical Insurance (Vitality)Performance-related bonusHybrid working (3 office / 2 home after probation)Study support and CPDFree on-site parkingModern, tech-forward systems and processesSmall, supportive team environment with real technical exposure
We are in a busy phase of growth and platform integration, so you’ll need to be adaptable while maintaining high quality standards. We value professional challenge and welcome people who speak up when something doesn’t look right.This role is not a stepping stone into advice. We are looking for someone committed to becoming an excellent paraplanner.Sovereign Financial Partners and Airevalley IFA Ltd are equal opportunity employers and welcome applications from all suitably qualified candidates. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Supporting Key Account managers with Daily, weekly, monthly & snnual reports.
Managing order to delivery of orders & reporting back to the team.
Liaison with 3rd party Teams.
Acting as a first line contact for all aspects of administration of Demand Forecasts, manage delivery and supply issues.
Ensuring GDPR compliance.
Liaising with the Supply Chain team for coordination of despatches, identifying the urgencies.
Resolving any customer complaints.
Supporting with coordinating with Logistics partners on damages/loss of stock in transit.
Supporting with coordinating with Customer Services/Finance on damages/loss of stock in transit.
Supporting with preparing and presenting weekly & monthly reports.
Training:Business Administrator Level 3 Apprenticeship Standard.Training Outcome:Possible permanent employment.Employer Description:Brown & Burk UK Ltd (BBUK) was incorporated as an independent generic pharmaceutical company in the year 2000. We are one of the very few Generic Pharmaceutical companies committed to investments in research with the sole intention of providing quality and affordable healthcare across the world.Working Hours :Monday - Friday.
Hours to be confirmed.Skills: Communication skills,Organisation skills,Analytical skills,Logical,Intermediate IT skills,Reliable and Punctual,Willingness to learn....Read more...
ParaplannerHybrid London, EC2RSalary £40k - £50k pa + BenefitsPermanent, Full time – early finish on FridaysCitygate Financial Planning Limited is looking for an experienced Paraplanner to join our close-knit team. This is a genuine opportunity to become a valued part of a growing, ambitious business where your work will be recognised and your contribution will matter.You will be working alongside our existing client team, supporting advisers in delivering high quality, thoughtful financial planning to a loyal client base of business owners, lawyers and city professionals.Responsibilities include:
Building detailed cashflow models using Voyant to bring clients’ plans to lifeWriting clear, well-structured suitability reports that clients can easily understandProducing technical analysis and recommendations across pensions, investments and protectionResearching protection solutions and planning strategies tailored to individual client needsPreparing forward planning reports following client reviews to support long term goalsWorking closely with advisers to understand client priorities and shape appropriate advicePlaying a key role in delivering a consistently high standard of client experienceEnsuring all work is accurate, compliant and in line with regulatory standards
This role is ideal for someone who is committed to building a long-term career in paraplanning and takes real pride in producing high quality, well-presented work. You will enjoy working closely with advisers and being involved in the advice process, while staying organised, detail focused and comfortable managing a varied workload. Above all, you will value being part of a supportive and collaborative team.What we are looking for
Level 4 Diploma in Financial Planning or equivalentAt least three years’ experience working as a ParaplannerStrong technical knowledge across pensions, investments and protectionConfidence working independently while also contributing to the wider team
Desirable experience
Working knowledge of Intelliflo OfficeExperience using VoyantFamiliarity with AJ Bell
What you can expect from us
A starting salary between £40k-£50k per year, depending on experienceA strong and well-rounded benefits package including private medical insurance, income protection, death in service cover, health cash plan and salary sacrifice pension schemeHybrid working, giving you flexibility and a better work life balanceEarly finish every Friday so you can start the weekend earlyCitygate Days, with the last Friday of every month off as an extra day to yourselfFull support for professional development, including funding for relevant training and qualificationsA friendly, professional and ambitious environment where you will be supported and encouraged to grow
About CitygateCitygate is a small, well-established business, which means you will never feel like just a number. We work closely with business owners, lawyers and city professionals, helping them build, protect and enjoy long term financial freedom. Our culture is friendly, forward thinking and professional, with an ambitious mindset and a genuine focus on doing the right thing for both our clients and our team.The interview process
Stage one: online interview via Microsoft TeamsStage two: two-part assessmentStage three: in person meeting with our Managing Director and a member of the team
If Citygate sounds like the right place for you, please submit your CV! We look forward to hearing from you. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Business Development Director MENAWe have been retained by this well-established Hospitality Group to find them a Director of Business Development.The Director – Business Development is responsible for driving portfolio expansion through the origination and execution of HMAs and related commercial structures across the MENA region.This role focuses on identifying and converting development opportunities by building trusted relationships with hotel owners, investors, developers, family offices, and government-linked entities.Experience, Skills & Qualifications required for this role:
Minimum 5 years’ experience in hotel business development, asset management, or hospitality investmentsProven and verifiable track record in securing Hotel Management Agreements and/or franchise dealsStrong understanding of hospitality operating models, including third-party management, franchise, and white-label structuresDemonstrated experience working with hotel owners and developers across the GCC, Middle East, and/or AfricaCandidates without prior hotel business development, asset management, or hospitality investment experience will not be consideredArabic speaker preferredMust be eligible to travel to KSA (including Makkah and Madinah) and across GCC countriesStrong cultural awareness and ability to operate effectively within Middle Eastern business environmentsExcellent negotiation, presentation, and stakeholder management capabilitiesStrong commercial acumen with a solid understanding of hotel financials and performance metricsStrategic, analytical thinker with a hands-on, deal-driven approachSelf-motivated, entrepreneurial, and results-orientedWillingness to travel extensively across the region
Salary Package: negotiable for the right personGet in touch: michelle@corecruitment.com....Read more...
By the end of the apprenticeship, we would envisage that you will be able to carry out the following:
Liaise with customers, advisers & lenders to process mortgage / protection applications and process associated documents in line with lender requirements and to meet deadlines, customer needs and regulatory requirements.
Pro-actively engage and liaise with solicitors to ensure the conveyancing process maintains momentum, that the mortgage process does not delay completion and the customer experience remains positive throughout.
Liaise with pension providers to ensure a swift process is followed.
Support the advisers with general administrative duties (setting up files, photocopying, scanning, etc.).
Continually look for and introduce ways of improving customer satisfaction through liaison with colleagues and customers.
Add new customers to the CRM 360. Update ongoing applications with regular information and notes in order that progress can be monitored.
To be considered for this role, you must have the following:
Be able to communicate.
A willingness to absorb a lot of new information, learn and develop.
Good attention to detail.
Good time management and inter-personal skills.
Good computer / Microsoft Office skills.
Training:The apprentice will have an assigned Educator from Heart of England Training, they will be trained within their workplace and meet regularly via Teams with their Educator.Training Outcome:It is hoped but not guaranteed that after this apprenticeship a full offer of employment will be given.Employer Description:FINANCIAL SERVICES – MORTGAGES, MORTGAGE PROTECTON (LIFE INSURANCE), PENSIONS & INVESTMENTS.Working Hours :Monday - Friday, 9.00am - 5.00pm.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....Read more...
Chief Financial OfficerUpland, CaliforniaSalary: $350,000 - $450,000We’re seeking a Chief Financial Officer (CFO) for one of our multi-site retail clients in California. This candidate will work closely with the CEO and the executive team, providing strategic financial guidance to support the company’s continued growth.The ideal candidate brings strong financial acumen paired with an approachable leadership style, mentoring and leading a team and fostering effective cross-functional relationships.Requirements:
Oversee finance, accounting, treasury, tax, IT, and budgeting functions.Lead, develop, and mentor finance, accounting, and IT teams.Deliver accurate financial reporting, forecasts, and analysis to support decision-making.Strengthen financial controls, compliance, and organizational processes.Support strategic initiatives, investments, and key stakeholder relationships.Improve systems and workflows to drive efficiency, scalability, and growth.
Qualifications:
Proven CFO experience in growth-oriented companies, ideally with $700M+ revenue.10+ years leading accounting, finance, and IT teams across multi-site operations.Strong educational foundation (Bachelor’s in Accounting/Finance required; CPA preferred; MBA ideal).Experience with M&A, multi-entity financial oversight, and GAAP compliance.Demonstrated ability to improve organizational infrastructure, processes, and systems.Hands-on, collaborative leader with strong analytical, communication, and relationship-building skills.Comfortable in fast-paced, entrepreneurial environments; adaptable and team-focused.
Perks:
401KDental & Health/ Life InsurancePaid time off!
If you are keen to discuss the details further, please apply today or send your cv to Nas at COREcruitment dot com –Nas@corecruitment.com Due to the volume of application, we may not be able to provide feedback to all applicants. If you haven’t heard from us within 2 weeks, please consider your application unsuccessful. Nevertheless, feel free to reach out! ....Read more...
Job Title: Partnership Sales Manager - Real StateLocation: Amsterdam, NetherlandsSalary: €64.000 - €72000 gross per annum+ car allowanceMy client is an international organization providing innovative business solutions that empower companies to grow and operate effectively. With a strong European footprint and a results-oriented culture, the company values initiative, collaboration, and professional growth, offering a dynamic environment for ambitious professionals.We’re looking for a driven and results-focused Partnership Sales Manager to help expand our national network through new business partnerships. You’ll identify and engage potential partners, negotiate deals, and play a key role in driving growth. What You’ll Do
Secure new partner locations and contribute to annual revenue growth.Build relationships with building owners, franchise operators, and industry players.Generate and manage leads through networking, outreach, and cold-calling.Present partnership opportunities and guide prospects from first contact to signed contracts.Collaborate with internal teams to finalize commercial agreements.Spend time in the field meeting clients and closing deals.
What We’re Looking For
Proven experience inB2B sales or business development, ideally in a fast-paced environment.A self-starterwho can independently generate leads and close deals.Strong track record of securing high-value partnerships or investments (250k+).Excellent communication and presentation skills.Confident under pressure, with strong business and financial acumen.Professional proficiency in English and fluent in Dutch
Why Join
You’ll be part of an ambitious, high-performing sales team with excellent opportunities for career growth, performance rewards, and personal development.
Job Title: Partnership Sales Manager - Real StateLocation: Amsterdam, NetherlandsSalary: €64.000 - €72000 gross per annum+ car allowanceIf you would like to have more information about the role, please apply or send your cv to maria@corecruitment.comGet social……http://www.corecruitment.com/https://www.facebook.com/COREcruitmentDOTcom/Tweet us @COREcruitment....Read more...
Job Title: Partnership Sales Manager - Real StateLocation: Rotterdam, NetherlandsSalary: €64.000 - €72000 gross per annum+ car allowanceMy client is an international organization providing innovative business solutions that empower companies to grow and operate effectively. With a strong European footprint and a results-oriented culture, the company values initiative, collaboration, and professional growth, offering a dynamic environment for ambitious professionals.We’re looking for a driven and results-focused Partnership Sales Manager to help expand our national network through new business partnerships. You’ll identify and engage potential partners, negotiate deals, and play a key role in driving growth. What You’ll Do
Secure new partner locations and contribute to annual revenue growth.Build relationships with building owners, franchise operators, and industry players.Generate and manage leads through networking, outreach, and cold-calling.Present partnership opportunities and guide prospects from first contact to signed contracts.Collaborate with internal teams to finalize commercial agreements.Spend time in the field meeting clients and closing deals.
What We’re Looking For
Proven experience inB2B sales or business development, ideally in a fast-paced environment.A self-starterwho can independently generate leads and close deals.Strong track record of securing high-value partnerships or investments (250k+).Excellent communication and presentation skills.Confident under pressure, with strong business and financial acumen.Professional proficiency in English and fluent in Dutch
Why Join
You’ll be part of an ambitious, high-performing sales team with excellent opportunities for career growth, performance rewards, and personal development.
Job Title: Partnership Sales Manager - Real StateLocation: Rotterdam, NetherlandsSalary: €64.000 - €72000 gross per annum+ car allowanceIf you would like to have more information about the role, please apply or send your cv to maria@corecruitment.comGet social……http://www.corecruitment.com/https://www.facebook.com/COREcruitmentDOTcom/Tweet us @COREcruitment....Read more...
Financial Adviser (IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Adviser to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
Financial Advisor(IFA)Chester & North Wales | Immediate StartSalary: £55,000 basic - OTE: £60,000+Employment Type: Employed or Self-Employed (flexible)The OpportunityWe are recruiting an experienced Financial Advisor to join a well-established IFA business with an existing client base and strong in-house support. This is a genuine opportunity to step into a busy role, delivering high-quality advice while helping grow the business across Chester and North Wales.You’ll work alongside experienced paraplanners and administrators, allowing you to focus on what you do best – advising clients and building long-term relationships.The RoleYou’ll provide holistic financial advice across investments, pensions, tax planning and protection, using a mix of face-to-face and telephone meetings. This is a client-focused role with scope to develop your own portfolio over time.Key responsibilities include:
Conducting detailed reviews of clients’ financial circumstances and objectivesDesigning bespoke financial plans and strategiesCompleting risk assessments and suitability reportsResearching products and solutions across the whole of marketSupporting clients as their needs and circumstances changeMaintaining full FCA compliance, disclosure and record-keeping standardsLiaising with providers and professional introducers where required
What we are looking for
Diploma qualified (Chartered status desirable but not essential)Proven experience as a Financial Adviser within the UK marketStrong communication, organisational and relationship-building skillsSelf-motivated, professional and confident working independentlyComfortable working employed or self-employed (including via your own company if preferred)
What is on offer
£55,000 salary with OTE £60,000+Immediate start availableEmployed or self-employed optionsExisting client base and full admin/paraplanning supportBonus structure and benefits tailored to experience and qualificationsOpportunity to grow with a supportive, established firm
If you are an adviser who values quality advice, client relationships and flexibility in how you work, this role offers an excellent next step. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
We’re looking for an experienced Head of Marketing to lead and shape the full marketing strategy for a dynamic B2B business. This is a key leadership role, responsible for driving brand growth, customer engagement, and sales across multiple channels. It’s a full time, permanent position, based in Banbury (hybrid working available), overseeing three team members.
As Head of Marketing, you’ll be responsible for:
Developing and executing short, medium, and long-term marketing strategies aligned with business goals
Leading the Marketing and Communications team of two, and the CRM Manager, ensuring campaigns are delivered on time and within budget
Driving B2B lead generation, customer engagement, retention, and conversion initiatives
Collaborating with sales, product, and leadership teams to ensure marketing efforts support commercial priorities
Managing agency relationships and external partners to deliver high-impact campaigns and events
Measuring marketing performance, analyse results, and use insights to optimise future strategies
Owning marketing budgets and ensure investments deliver measurable business results
Building a high-performing, motivated team, fostering collaboration and innovation
As Head of Marketing, you must be/have:
Experienced in leading marketing teams and managing budgets
Skilled in B2B marketing, CRM, and campaign performance analysis
Strong leadership, communication, and interpersonal skills
Data-driven decision maker with a strategic mindset
Motivated, dynamic, and able to inspire a team to achieve ambitious goals
Comfortable working across multiple functions and stakeholders
Able to travel in the UK and Europe as needed
Qualifications & Experience:
Degree or equivalent in marketing, business, or a related field
Proven track record of developing and executing successful marketing strategies
Experience with agency management, CRM systems, and B2B sales collaboration
Understanding of commercial performance and P&L management
What’s in it for you?
Salary for the role is £65,000-£70,000, plus enhanced bonus and private medical insurance. There are plenty of other company benefits to offer too!
If you’re a strategic, ambitious marketing leader who thrives in a fast-paced environment and loves driving measurable business growth, we’d love to hear from you!
....Read more...
Figaro Developer – Wealth Management – London
(Key skills: Figaro Developer, SQL, RPG, IBM iSeries, DB2 SQL, Figaro FEX Tool, Agile, JIRA, TDD, See/Change, Financial Services, Wealth Management, Software Development)
Our client, a prestigious wealth management firm based in the heart of London, is undergoing an exciting period of technology transformation. Committed to delivering exceptional financial services to high-net-worth individuals and institutional clients, the firm is investing in its technology stack and adopting agile, product-driven delivery models to better support the evolving needs of the business.
As part of this evolution, they are looking to hire a talented Figaro Developer to join their Custody, Trading and Investments (CTI) product development team. This role plays a key part in enhancing the Figaro platform, supporting business-critical systems and delivering technical change that directly impacts operational excellence and client outcomes.
The successful candidate will be responsible for configuring, developing, integrating and supporting the Figaro application. You will work closely with internal developers, third-party suppliers and business stakeholders to deliver scalable, testable, and supportable software solutions that align with business objectives. You will also partner with product managers and users to design and implement enhancements, troubleshoot issues, and support ongoing migration from legacy systems to modern architectures.
To be considered, you must have proven experience working with the Figaro platform in a financial services or wealth management environment. Excellent SQL skills are essential, including experience with DB2 SQL, and you should be proficient in IBM iSeries RPG programming, including object types such as SQLRPGLE, CLLE, CMD and QMQRY. You’ll bring strong knowledge of the Figaro database and Figaro FEX Tool, coupled with experience working in Agile environments and using tools like JIRA. Familiarity with See/Change source control, TDD and best-practice development methodologies is highly desirable. Just as important will be your ability to interpret business requirements, analyse complex systems, and communicate effectively with technical and non-technical stakeholders alike.
This is an outstanding opportunity to join a collaborative and forward-thinking development team in a permanent position, with strong exposure to high-impact projects and an environment that values innovation, responsibility and career progression. The firm offers a flexible hybrid working policy, a discretionary bonus, comprehensive healthcare, generous holiday allowance and a supportive professional development programme. The office is based in central London, and while flexible working is encouraged, applicants must be based in the UK with full right to work.
If you are looking to apply your Figaro expertise within a business that blends technical sophistication with the values of a modern wealth manager, this could be the next step in your career.
Location: London, UK / Hybrid working Salary: £70,000 – £90,000 (DOE) + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
You’ll be working at the very heart of an expanding local business. Once trained, you will specialise in speaking home and motor insurance customers, along with dealing with financial services enquiries and providing admin support. You would be expected to provide exceptional customer service as well as proactively maximising sales by both cross-selling products to existing clients and generating new business leads. You’ll be required to apply your excellent telephone manner to make the most of every prospect and promote the organisation at every opportunity. Duties to be completed once trained:
Handle inbound and outbound telephone enquiries from new and existing customers
Respond to motor and home insurance and financial services enquiries accurately and professionally
Assess customer needs and explain appropriate insurance products and services
Prepare, explain, and process insurance quotations and policy amendments
Manage renewals, mid-term adjustments, and general policy queries
Provide support to the business in respect of administration duties.
Cross-sell and upsell relevant insurance and financial products to existing customers
Identify and generate new business leads during customer interactions
Build and maintain strong, professional relationships with customers
Use an excellent telephone manner to maximise every sales and service opportunity
Accurately record customer interactions and update internal systems and records
Comply with regulatory, data protection, and company procedures at all times
Represent and promote the organisation positively in every customer interaction
Training:Insurance Practitioner Level 3 Apprenticeship Standard:
Your training will be completed online from your employers working address
Free CII membership for non-members through the CII Aspire Apprenticeship Programme Includes digital CII study books and exam entries
Resit costs for CII exams and End-Point-Assessment will be covered by the employer
Fortnightly workshops for each CII exam
All workshops recorded and available on demand Interactive chat, forums and class notebooks for real-time support and assistance from experienced and qualified insurance professionals
Exam tips, tricks, and strategies
Regular tutorials and assessments with sector experts
Training Outcome:To progress to a full-time role within the business whether this be focused in customer service, commercial account handler or bespoke home specialist. Employer Description:NFU Mutual (The National Farmers Union Mutual Insurance Society Limited) is a leading UK mutual insurance and financial services provider, known for its customer-focused approach and strong presence across local communities. Established in 1910, NFU Mutual operates through a nationwide network of agency offices offering a wide range of products including home, motor and business insurance, as well as investments, pensions and financial advice.Working Hours :Monday to Friday, 9:00am to 5:00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Administrative skills,Team working....Read more...
UK Cables is a leading national cable stockist, specialising in the supply, management and distribution of electric cables.
UK Cables can trace their provenance to 1987 when BICC sold their specialist cable stockholder, Cablexpress. Cablexpress was later joined by Capital Cables and Dunasfern. After the acquisition of Cables and Flexibles in 1993 all of the locations adopted the trading name of UK Cables.
In order to provide more focus and business development, the company joined Newbury Investments in 2004.
Today, UK Cables has 3 stocking locations and 1 sales office and offers an extensive range of cables and cable solutions across the UK.
What is an Electrical Wholesaler?
Electrical wholesalers sell the products we all use in our homes, businesses, entertainment venues, cafes that give us access to electricity - from lighting our homes through to floodlighting a football match, from recharging a mobile phone to recharging an electric vehicle. The products you will be working with are used in domestic, industrial, and commercial settings, and are installed by contractors and electricians.
After full training responsibilities will include:
Managing stock in and out (to external clients)
Picking and packing
Store transfers and stock control
Completing the paperwork associated within the warehouse
Processing orders
Some heavy lifting will be involved with loading and unloading the vans
If over 18 years of age maybe required to drive company vans to drop off deliveries to cover holidays/sickness
Training:Completing a Level 2 Supply Chain Warehouse Apprenticeship standard, consisting of:
Knowledge and competence qualification in Supply Chain Warehouse at Level 2
End-Point Assessment (EPA) - final test and observation
The vocational and academic training aspects are separated and delivered by separate teams. The vocational training and assessment are conducted, more often than not, on site according to the employers wishes.
Notice of dates is agreed well in advance of a site visit. Training and assessment is conducted both on and off the job, according to the needs of the course and the learner. Every effort is made to ensure the best result is achieved by the learner.Training Outcome:Opportunities that could arise after the apprenticeship are:
Sales Team Member
Counter Sales
Warehouse Supervisor
Sales Rep
Employer Description:EDA learning and development will employ you on behalf of this employer. We are a Flexi-Job Apprenticeship Agency who support and guide you whilst you are completing your apprenticeship within the Branch Location.Working Hours :Monday - Friday, 40 hours per week between 8am-5pm.Skills: Communication skills,Problem solving skills,Number skills,Team working,Initiative,Physical fitness,Timekeeping,Enthusiasm,Keen to work and study....Read more...
What you’ll be doing:
Calculating benefits for members; i.e. leavers, retirements, transfers, deaths
Maintaining membership records on the administration system
Dealing with general and technical queries from members, the employer and the trustees by telephone, email and letter
Supporting in the processing of team workloads, through responding to enquiries, calculating and settling member benefit entitlements, creating and maintaining scheme records and liaising with third parties
Managing workloads to ensure that agreed service standards or targets are met, escalating any concerns
Answering inbound telephone and email enquiries, ensuring that appropriate verification checks are undertaken
Collating periodical client information/reports
Contributing to scheme event activities or projects
Developing technical competency by attending technical briefings, understanding benefits structures and using formal scheme documentation
What we are looking for:
Educated to A Level or equivalent
Ability to demonstrate strong numeracy skills
Commitment to completing apprenticeship qualification
The successful candidate must, by the start of the employment, have permission to work in the UK
How you will be supported:
Full training and support will be provided by The Growth Company to help you achieve your apprenticeship and reach your full potential in your role
What will happen next:
New applicants to The Growth Company who meet any basic entry requirements of the role will be contacted within two working days to be invited to meet a member of our team
You will then have the opportunity to find out:
More about this vacancy and any others you are suitable for
Any training you need to complete
What the next steps will be
How you could get there:
If you would be catching public transport for this role, visit the Journey Planner on www.tfgm.com to see how you would get there and how long it would take
Training:
Level 3 Pensions Administrator Apprenticeship Standard
Training Outcome:
Possible progression within the company and progression onto the next level apprenticeship
Employer Description:Broadstone is the Top (Third Party) Pensions Administrator for the 4th successive year.
We are an industry leading financial consultancy offering a wide range of services in pensions, investments, and employee benefits. We have been offering rewarding and challenging careers since 1989, and we pride ourselves in the investment we have made to support people in taking their first steps on the career ladder into a professional role.
Our apprenticeship opportunities will give you the technical skills, qualifications and experience to create a successful and rewarding career within the pensions sector.
Broadstone are committed to building an inclusive working environment, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation.Working Hours :Monday - Friday, 9.15am - 5.30amSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Number skills,Analytical skills,Logical,Team working,Able to work independently,Willing to learn,Hardworking,Able to prioritise....Read more...
JOB DESCRIPTION
Job Title: Finance Manager
Location: Vernon Hills, IL
Reports To: Sr. Finance Manager
Direct Reports/Manages others: Yes - Financial Analyst
Rust-Oleum Corporation is a worldwide leader in protective paints and coatings for both home and industry. We offer a wide range of products including decorative fashion paints, durable industrial roof repair coatings, cleaners and, of course, our famous rust-fighting formula that started it all.
RESPONSIBILITIES
The Finance Manager will play a key role in supporting the global FP&A function at Rust-Oleum, thus helping drive financial decision-making and supporting the organization's strategic initiatives. This role will provide analytical and accounting support through various financial analysis, data collection, and key performance reporting. Job responsibilities include:
Collaborate with Brand, Sales, and Innovation teams to support strategic initiatives, pricing decisions, and promotional investments.
Lead annual budgeting, forecasting, and long-range planning for assigned brands. Analyze P&L drivers and identify opportunities to improve profitability.
Monitor brand performance against targets, providing actionable insights and variance analysis. Drive accountability for financial results.
Assist in the preparation of financial presentations for internal management review meetings and Board meetings.
Collaborate with different teams within Finance to update/submit the weekly forecast.
Assist with monthly/quarterly closing, forecasting, and the annual budget process as requested.
Perform ad hoc analysis around financial performance.
Ensure reporting deadlines are met.
Review/validate data for accuracy and consistency.REQUIRED SKILLS
Strong knowledge of Microsoft Office Suite (particularly Excel and PowerPoint).
Ability to work with large datasets.
Outstanding written and verbal communication skills.
Must possess strong analytical mindset.
Ability to multi-task and manage numerous simultaneous priorities.
Makes confident, fact-based decisions.
Capable of working independently and as part of a team.
Ability to think creatively, high-driven and self-motivated.
Ability to work well in high pressure situations in order to meet deadlines.QUALIFICATIONS
5+ years of experience working in accounting or finance setting
Bachelor's Degree in Accounting is required; Double Major in Finance is preferred but not required
CPA is preferred but not required
Advanced Excel and financial modeling skills; experience with Onestream, Hyperion, SAP or similar systems a plus
Team player with the ability to collaborate across a cross-functional team
Strong analytical skills with deep understanding of P&L management
Proven ability to influence cross-functional teams and senior stakeholders
Excellent communication and presentation skills
Up to 25% travelTarget Salary Range: $110,000 - $140,000, bonus eligible
From big benefits to small, we take care of our associates! After 30 days of employment, you will be eligible for a benefits package that includes medical, dental, life, disability and business travel insurance, flexible spending accounts, EAP, stock purchases and vacation/sick days/parental leave. We also offer a 401(k) plan after three months of employment. Associates are vested in the RPM Pension plan after completing five years of service. Rust-Oleum offers 9.5 paid holidays and one floating holiday per year. You are also eligible to earn three weeks of vacation on an annualized basis.
Rust-Oleum is an equal opportunity employer. Employment selection and related decisions are made without regard to sex, race, age, disability, religion, national origin, color, or any other protected classApply for this ad Online!....Read more...
This team provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm. The role involves working jointly with colleagues in Investment Management, Broadstone and other third parties. There are opportunities to get involved with varied projects, including working with the Pension Protection Fund, developing coding skills, and working across teams.
Full Description:
The Actuarial Trustee Services team provides a broad range of actuarial and defined benefits pension consultancy services to pension scheme trustees, scheme sponsors and other third parties. The team also provides non-pensions actuarial analysis and advice to other parts of the firm. The role involves working jointly with colleagues in Investment Management, Broadstone and other third parties.
There are opportunities to get involved with varied projects including working with the Pension Protection Fund, developing coding skills, and working across teams.
Responsibilities may include analysing data, preparing calculations and producing letters and reports for review by colleagues.
Key Accountabilities
Liaising with Broadstone colleagues and external third parties.
Ensuring all work is carried out in accordance with Broadstone standards.
Gathering and analysing data and identifying potential errors, inaccuracies or incomplete data records.
Carrying out technical calculations relating to individual members of pension schemes for review by colleagues (for example, factors used to provide options to members on retirement).
Carrying out technical calculations relating to pension schemes for review by colleagues (for example, valuing the future cHelping colleagues produce tools for use by other departments.
Producing letters and reports for review by colleagues.
Other ad hoc duties as designated by line manager.
Training Outcome:There will be opportunities to progress within the company into various parts of our Actuarial Trustee Services team, whether the successful candidate is interested in the technical side of Actuarial work or is more comfortable with consulting. There is also the possibility of a Level 7 apprenticeship being carried out after the completion of Level 4.Employer Description:Broadstone is a thriving consultancy offering a wide range of services in pensions, investments, and employee benefits. Established in 1989, the business has grown from a small team to a workforce of over 800, brought together by a desire to provide a personal, expert service to all who put their faith in us. We take pride in assisting small and medium sized pension schemes who lack the time or resources to address increasingly challenging issues themselves.
Our values are at the heart of everything we do and drive us forward every day. We strive to attract, develop, and retain high quality talent to work together to provide the best possible client outcomes. Our team feel empowered to share ideas to continuously improve our business. The impressive results of both client and staff surveys are a source of great pride.
Broadstone promote an inclusive working environment and recruitment process, valuing diversity, equity and inclusion based on age, background, disability, gender, gender identity, gender expression, race, religion or sexual orientation. Please let us know if you require reasonable adjustments.Working Hours :Monday to Friday, 9 am-5 pm.Skills: Communication skills,Attention to detail,Problem solving skills,A strong passion for maths,Commitment,Computer literacy,Microsoft Excel,Microsoft Word,Microsoft PowerPoint,Able to ask and offer help....Read more...
The Opportunity Hub UK is excited to present a unique opportunity for a highly experienced Business Development and Marketing leader to join a dynamic global hedge fund based in London. This role is ideal for a seasoned professional seeking to make a substantial impact in a smaller, agile fund and looking for a more significant share of the rewards. Company overview: A prominent global hedge fund, known for its innovative investment strategies and strong performance, is seeking a senior executive to drive business development and marketing efforts. The fund is focused on expanding its investor base across key markets including Switzerland, the US, the Middle East, and Asia. With a commitment to excellence and growth, this fund offers a unique opportunity for an experienced professional to lead and shape its business development strategy. Role overview: We are looking for a senior Business Development and Marketing Executive with a proven track record in the hedge fund industry. The ideal candidate will have extensive experience in fostering relationships with high-net-worth individuals and institutional investors, and a strategic approach to expanding the investor base. This role requires a professional who is adept at raising significant capital, with a goal of securing £50 million in 12 months. Here's what you'll be doing:Developing and executing a comprehensive business development strategy to attract new investors.Leveraging an existing network to foster relationships with potential investors in Switzerland, the US, the Middle East, and Asia.Presenting and marketing the hedge fund’s strategies and performance to high-net-worth individuals and institutional investors.Identifying and pursuing new business opportunities to expand the fund’s investor base.Collaborating with the investment team to align marketing strategies with investment objectives.Building and leading a high-performing business development team.Implementing processes to streamline and enhance business development and marketing efforts.Here are the skills you'll need:Extensive experience in business development and marketing within the hedge fund industry.A robust network of high-net-worth individuals and institutional investors, particularly in Switzerland, the US, the Middle East, and Asia.Proven ability to raise significant capital, with a track record of securing at least £50 million within 12 months.Strong strategic thinking and planning skills, with the ability to develop and execute effective business development strategies.Excellent communication and presentation skills, with the ability to convincingly market investment strategies.Experience in building and leading successful teams.High level of professionalism, integrity, and a results-driven approach.Work permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Benefits:Competitive salary with significant commission opportunities.Flexible working arrangements.Opportunity to make a substantial impact in a growing hedge fund.Significant career growth and leadership opportunities.A collaborative and inclusive company culture.Direct access to senior management and decision-making processes.Career advantages: Joining a smaller, agile hedge fund offers unparalleled opportunities to make a meaningful impact and drive significant growth. This role provides the platform to leverage your extensive network and experience to secure high-value investments, shape business development strategies, and lead a high-performing team. The potential for substantial financial rewards and career advancement makes this an exceptional opportunity for a seasoned professional in the hedge fund industry.....Read more...
Lead financial strategy at London's most innovative regulatory technology company, where your expertise will drive PE value creation and shape the future of trade reporting solutions. Working at the intersection of finance and cutting-edge technology, this PE-backed RegTech specialist is transforming how financial institutions navigate complex regulatory landscapes. With sophisticated trade reporting platforms and a growing client base of tier-one financial services firms, they're seeking a senior finance professional to accelerate their expansion journey. The Company This dynamic RegTech business operates in one of the most challenging and lucrative sectors within financial technology. Backed by private equity investment, they've established themselves as leaders in trade reporting and regulatory compliance solutions, serving major financial institutions across Europe. Their platforms handle billions in transaction reporting, making regulatory compliance seamless for clients whilst generating substantial recurring revenue streams. Your Role as FP&A Director Reporting directly to the CFO, you'll become the strategic finance partner driving business growth and PE value creation. This isn't just about numbers - you'll be the financial voice guiding critical business decisions, from M&A opportunities to product development investments. Here's what you'll be doing:Develop sophisticated financial models that capture the complexity of RegTech revenue streams and regulatory capital requirementsPresent strategic insights to PE stakeholders and board members, translating complex financial data into actionable business intelligenceLead comprehensive budgeting and forecasting processes that align with aggressive growth targets and investor expectationsOversee regulatory reporting obligations, ensuring compliance with FCA requirements whilst optimising capital efficiencyDrive commercial analysis supporting pricing strategies, client profitability assessment, and market expansion initiativesManage relationships with external auditors, regulatory bodies, and PE partners through seamless financial reportingHere are the skills you'll need:5-8 years of progressive FP&A experience within financial services, RegTech, or high-growth FinTech environmentsProven track record working with PE stakeholders, including board presentations and investor relations activitiesStrong foundation in regulatory reporting and compliance, ideally with exposure to MiFID II, EMIR, or trade reporting frameworksProfessional qualification (ACA, ACCA, CIMA) with advanced Excel and financial modelling capabilitiesExceptional communication skills with ability to influence senior stakeholders and translate complex financial conceptsExperience in SaaS metrics and technology business models, understanding recurring revenue dynamics and growth indicatorsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Key perks and benefits:Highly competitive salary package £75,000 - £80,000 Performance-based bonus structure reflecting individual and company achievementsHybrid working arrangements with modern London office facilitiesComprehensive benefits including private healthcare, enhanced pension contributions, and professional development budgetDirect exposure to PE best practices and strategic planning methodologiesClear progression pathway within a rapidly scaling organisationWhy Choose RegTech Finance? The regulatory technology sector represents one of the fastest-growing segments within FinTech, driven by increasing compliance complexity and digital transformation across financial services. RegTech professionals enjoy exceptional career prospects, with demand for specialist skills consistently outstripping supply. This role offers unique exposure to both traditional finance excellence and innovative technology solutions, positioning you at the forefront of an industry reshaping global financial infrastructure. This exceptional FP&A Director opportunity is brought to you by The Opportunity Hub UK - connecting ambitious finance professionals with career-defining roles in London's most exciting growth companies.....Read more...
Are you an experienced Finance Manager looking for a part-time role, 4 days per week? The Rochester Bridge Trust is an independent, not-for-profit organisation providing free-to-use crossings across the river at Rochester, now and in perpetuity.Their world-leading team works around the clock to plan, pay for and maintain bridges, including the iconic Old Rochester Bridge, operating with net-zero impact and at zero cost to the community, so that everyone is free to move forward whether by foot, bike, bus or car.They've been around since 1399 and over the centuries their charitable work has expanded to inspiring, educating and funding the next generation of civil engineering talent, and to ensuring the environment, skills and structures that make our area unique are preserved and given new life.All their work is self-funded through a portfolio of properties and investments, with every penny they make invested into ensuring there will always be free passage across the river, and in continuing their mission of building bridges to a better future for the communities they serve.The Rochester Bridge Trust is seeking a Finance Manager to join their Finance Team. This is a part time role for 22 hours worked across 4 days a week, Monday - Thursday. Offices are closed on Fridays. The salary is £50,000 FTE.MAIN PURPOSE OF JOBTo support the Head of Finance in delivering sound financial management of the Trust by preparing the budgets and management accounts, processing financial transactions and maintaining accurate accounting records, ensuring good cost management and financial control.POSITION IN ORGANISATIONReports to the Head of Finance.Line manages the Finance Administrator and Finance Intern when appointed.SCOPE OF JOBFinancial Management and Reporting - 15%
Work with Senior Managers to prepare budgets and provide financial management information to ensure good cost management and financial control.
Financial Accounting - 50%
To process financial transactions, ensuring the Trust's accounting records are properly maintained, with robust systems and controls in place.To manage the Accounts Payable function ensuring compliance with the Procurement Policy and ensuring that purchases are made in line with the Scheme of Delegation.To ensure payments are made in line with the bank mandate.To prepare draft statutory accounts, ensuring compliance with accounting standards and other relevant regulations and legislation.
Cashflow - 10%
To monitor and forecast cashflows to assist in management of the Trust's cash requirements to meet liabilities and maximise returns.
Payroll, Pensions & VAT - 20%
To oversee the preparation, processing and submission of the returns for payroll and pensions.To prepare and submit VAT returns to HMRC.
Other - 5%
To undertake any such duties as directed to support the delivery of the Trust's work.
DIMENSIONS & LIMITS OF AUTHORITY
Can place orders for goods and services within the terms of the approved Scheme of Financial Delegation.Manages petty cash float.
QUALIFICATIONS
Qualified Accountant ACA/ACCA.
EXPERIENCE
Experience of accounting and taxation essential.Experience of budget preparation and control essential.Experience of Sage is desirable. Charity experience would be useful.Experience of cashflow forecasting highly desirable.High standard of written and spoken English essential.Strong organisational and IT skills (MS Office) essential.
How to Apply:If you are interested in this role and would like to learn more please attach your CV to the link provided.....Read more...
