The role of a financial adviser is very varied and will require some travel.
You will learn to advise clients on a wide range of financial products. Areas such as:
Pension switching
Regular contributions to pensions
Other tax efficient investment solutions
A large percentage of our clients are self-employed business owners so you will also need to learn and advise on business protection insurance.
Throughout the training, you will shadow both of the company directors to learn about mortgages and protection. You will learn:
The back office administrative tasks
Compliance areas
Advice areas
You will need to speak to clients to gather the required information. Fact finding with clients takes place on both phone and video calls and occasionally face to face.
You will learn the financial planning side of things such as pensions and investments by supporting and learning from our financial adviser. Our financial advice part of our business offers a fresh, clear non jargon method of advice with a more modern approach to the traditional financial advice structure.
We are looking for the candidate to embrace our new way of doing things and bring their own enthusiasm and ideas to help grow this side of our business.Training:You will achieve the Financial Adviser Level 4 Apprenticeship Standard.
Fully and part funded learning and development programme that includes the DipPFS Diploma in Regulated Financial Planning
Develop the knowledge, skills and behaviours of successful Financial Advisers
Free CII membership for non-members through the CII Aspire Apprenticeship Programme for those who have not previously been a paid member
Includes CII digital study book and exam entry for each R0 exam
The Diploma in Regulated Financial Planning includes:
R01 Financial Services Regulation and Ethics
R02 Investment Principles and Risk
R03 Personal Taxation
R04 Pensions and Retirement Planning
R05 Financial Protection
R06 Financial Planning Practice
Fortnightly workshops for each R0 exam
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
Training Outcome:We have a growing demand for the position on a financial adviser and expect to be able to offer the candidate a full-time position once the apprenticeship has finished.Employer Description:We are a family run financial services business offering clients advice on mortgages, life insurance, pensions and investments, as well as various other financial products. We have a strong online presence. The majority of our business is generated through online marketing.
We believe in offering clients a better service through the use of excellent communication and creative use of technology.
We are currently ranked 5/5 on TrustPilot and make client satisfaction our main priority.Working Hours :Monday to Thursday 9am - 5pm, Friday 9am to 3pm. Hybrid (wfh available on some days)
(The hours can be flexible - sometimes we will need you to work in an evening when the client is available. In such cases the hours can be worked less on other days)Skills: Communication skills,Attention to detail,Administrative skills,Creative,Good grasp of SPAG,Microsoft Office Skills,Social Media Management,Time-Keeping,Self- motivated....Read more...
Provide Front Desk support to customers and the public
Utilising our clients computer systems and manual documentation
Deal with Mail, Emails and telephone requests and instructions from/to members
Maintain systems including the IT system, banking system and other manual filing systems
Process deposits, withdrawal, transfers and cash reconciliations
Prepare and process Payroll Savings Systems, weekly, four weekly and monthly
Utilise and maintain the data input to the BACS/banking systems
Ensure income and expenditure is correctly accounted for in line with legislative requirements and our policies and procedures
Process Member applications and terminations
Process initial stages of Loan Applications
To assist the Operational and Assistant Manager to organise, deliver and participate in promotion and training events
Ensure that stationery and other office requisites levels are maintained to ensure continuous service delivery
Promote continuous improvement by
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
To carry out any other office duties that are required by management
Training:
No weekly release day into college
5 days per week in the workplace
6 hours 'off the job' every week for shadowing colleagues, specific training or writing of assignments
Assessor/skills coach will visit the work place every 4-6 weeks
Training Outcome:1. Role Advancement: Progressing to a full Member Services Assistant and other senior roles within the organisation
2. Skill Enhancement: Development of professional skills in financial services and customer relations
3. Educational Opportunities: Access to training programmes and potentially further education in finance or related fields
4. Diverse Career Paths: Exposure to various departments, leading to a broad range of career paths within BDCU
5. Leadership Potential: Long-term potential to grow into supervisory or management positions
6. Industry Network: Building connections within the financial services sector for future opportunities
7. Personal and Professional Growth: Gaining valuable experience and knowledge for personal financial understanding and career developmentEmployer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With 10,000 members, we take pride in our 30 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :37 hours a week
Monday to Thursday
8.30am to 4.30pm
Fridays
8.30am to 4.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Financial Awareness,Time Management,Enthusiasm,Dependable,Honesty....Read more...
Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with lenders policy
Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lender
Handling in-bound and out-bound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to offer stage
Reviewing documents received and checking they are compliant
Support the organisation in implementing our core values
Training:
Level 3 Financial Services Administrator Spprenticeship Standard
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9am & 7pm (Shift Pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
SN Financial Services Limited are offering an exciting opportunity for a Customer Support Assistant to join the organisation, based at our head office in Droitwich, Worcestershire.
The successful candidate will embark on an apprenticeship programme to acquire the necessary skills and experiences to work in a dynamic, busy financial services organisation.
The candidate will be enrolled on this programme which is specifically designed for the financial sector, offering core skills in financial services.
This opportunity is designed as an entry point in to a long-term career pathway in the financial services industry. We encourage anyone who has an interest in the financial sector, with a commitment to our company to apply.
JOB SUMMARY
Providing comprehensive customer support services and administration to our clients and advisers.
KEY TASKS:
Providing administrative support to all advisers and the wider team.
Providing front-of-house duties – meeting and greeting visitors and providing hospitality.
Preparing meeting rooms as required, including refreshments.
Answering telephone calls and responding to secure messages through our Personal Finance Portal.
Booking client meetings on behalf of the advisers.
Performing office duties including filing and scanning of paperwork, organising incoming and outgoing post.
Preparing client paperwork as directed.
Ensuring client files and associated data is accurate and up to date, using our CRM system, Intelliflo Office (no previous experience necessary).
Using Intelliflo Office to set up new clients, organise and assist with the completion of tasks, and process client activities for the advisers, ensuring all required identification, files and folders are uploaded.
Ensuring the office, meeting rooms and kitchen areas are clear and tidy and stocked appropriately whilst maintaining the clear working space policies.
Any other duties as specified by the directors.
KEY REQUIREMENTS:
Full commitment to the apprenticeship programme.
Full commitment to the “Financial Services, Regulation and Ethics” (RO1) assessment and examination which is a fundamental part of this apprenticeship.
Flexible and adaptable attitude to work.
Confident and able to speak to customers.
Able to be involved with internal discussions and meetings with all team members, face to face or online.
Keeping up to date with regulations, industry changes and product knowledge.
Training:
Financial Services Administrator Level 3.
Fully and part funded learning and development programme that includes the CII R01 Financial Services Regulation and Ethics.
Develop the knowledge, skills and behaviours of successful Financial Services Administrators.
Free CII membership for non-members through the CII Aspire Apprenticeship Programme.
Includes the CII R01 study e-book and exam entry.
CII and EPA resits are to be covered by the employer.
Fortnightly workshops for the R01 exam delivered by our team of professional qualification tutors.
All workshops recorded and available on-demand.
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals.
Exam tips, tricks, and strategies.
Additional resources through RM Advance.
Regular tutorials and assessments from an experienced financial services professional.
Training Outcome:We are a growing company and there is the potential for the successful candidate to continue employment at SN Financial Services, subject to both parties’ agreement and business requirements at the time.Employer Description:We are whole of market financial advisers who provide personalised guidance delivering advice on pensions, investments, mortgages and protection.Working Hours :Monday - Friday, 9.00am to 5.00pm, with 1 hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....Read more...
Nottz Care is offering an exciting opportunity for a motivated and driven individual to join their team as a Business Administration Apprentice. This apprenticeship will provide valuable hands-on experience in a dynamic healthcare environment, with training in office management, customer service and administrative support.
Implement actions to meet and maintain administrative and financial standards
Assist the development of the philosophy, goals and objectives for the administrative and financial practice
Evaluate standards of administrative and financial competence
The Administrator’s responsibilities include but are not limited to the following:
To maintain administrative and financial skills at a current level and undertake such training and development as may from time-to-time be required to maintain that currency of practice
To provide administrative and financial services for the company in accordance with current best practice
To supervise the administrative and financial services within the company in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice and within the financial plans agreed from time-to-time
Other duties:
Develop effective working relationships with other employees
Support the effective resolution of team conflicts
Work to establish effective employer/employee relationships
Other duties and responsibilities to be undertaken may include any (or all) of the items in the following list:
Cooperate with the implementation, evaluation, orientation and induction of all new employees
Be responsible for promoting and safeguarding the welfare of those individuals supported by the service
Promote a positive image for the people and employees of the company
The role is based at the service’s premises, but you may be required to work from other locations at the discretion of the company and with appropriate notice.Training:You are required to come into the City Hub campus 1x Monday a month to join the other apprentices- you will be set work in this class to do over the month which will be marked and feedback given.You will have one to ones every 4-6 weeks via Teams/and set tasks with the employer on teams or face to faceReview. Meetings will take place with the assessor and the employer every 12 weeks, this is also either face to face or via teams.Training Outcome:
Potential to move into a permanent role upon successful completion of the apprenticeship
Employer Description:The company aims to provide a high quality care service to people in their own home this is carried out by the delivery of general support, monitoring and that is constantly reviewed to achieve a standard of excellence that includes the principles of excellent care practice. Nottz Care is a support service for adults. They help adults live independently in their own homes. We aim to help improve your quality of life and promote your wellbeing. This service is confidential, sensitive and flexible. Nottz Care is available to anyone aged 18 and over within Nottinghamshire.Working Hours :Monday- Friday
Occasional evening work
40 hours per week
Shifts to be confirmedSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Logical,Team working,Creative,Initiative....Read more...
The role of an administrator within a financial advice practice is crucial to ensuring smooth day-to-day operations and supporting financial advisers in delivering a high level of service to clients. Though not client-facing in an advisory capacity, administrators play a key back-office role that helps maintain compliance, efficiency, and organisation.
Key Responsibilities of a Financial Advice Administrator:
Client Administration
Preparing client documentation (fact finds, application forms, review packs).
Maintaining accurate client records using CRM systems.
Processing new business (e.g., pensions, investments, insurance applications).
Chasing providers for updates and liaising with clients for required information.
Diary and Meeting Management
Booking client appointments and preparing meeting agendas.
Following up after meetings with next steps or required paperwork.
Compliance and Regulation
Ensuring documentation is compliant with FCA regulations and internal policies.
Assisting with file checks and audits.
Keeping up-to-date records for compliance purposes (e.g., client agreements, ID verification).
Provider Liaison
Contacting product providers to obtain valuations, statements, and policy information.
Submitting and tracking product applications and servicing requests.
Reporting and Data Management
Producing reports and valuations for adviser/client meetings.
Updating systems with new policy details, changes, and performance data.
General Office Support
Managing correspondence, both digital and paper-based.
Ordering supplies, managing files, and helping with ad hoc admin duties.
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation of knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:An administrator may move into:
Paraplanning (technical support with suitability reports and research),
Or even becoming a qualified financial adviser after completing relevant exams (via the CII)
Employer Description:Financial Advice - we help individuals and businesses manage their money and plan for their financial future. We provide advice and services in areas such investments, pensions, savings, insurance, and tax planning.Working Hours :Monday to Friday, times to be confirmed.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Non judgemental,Patience....Read more...
Job Description:
Are you a Chartered Accountant seeking your next career move? We are working on a fantastic opportunity for a Fund Research, Associate - Alternatives to join the team at a leading global financial services firm. You will be responsible for performing operational due diligence reviews for investments into hedge funds and other private market funds.
Skills/Experience:
A Chartered Accountant qualification or Chartered Financial Analyst qualification is essential for this role.
Strong working knowledge related to Global Markets or Asset Management space and their financial instruments. Specific involvement with hedge funds, private equity funds would be desirable.
Experience of auditing or performing due diligence of Asset Managers, Investment Managers or other wealth fund managers.
Highly analytical.
Excellent organisation skills.
Core Responsibilities:
Conduct operational due diligence of external investment / fund managers as part of the company’s investment process.
Document due diligence meetings and present findings to the various committees and stakeholders.
Perform regulatory research and reviews of investment & wealth managers.
Analyse underlying manager financial statements.
Conduct research into domestic and international markets to assess regulatory and tax issues involving trading or establishing a local presence in those markets.
Maintain understanding of ongoing developments in the hedge fund and private markets industry, including ESG, regulations, structuring, trends, valuations, etc.
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: 16093
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
To receive appropriate on-the-job training in the work of an accountant in the public sector, in accordance with the higher apprentice scheme
To study for and successfully complete the Chartered Institute of Public Finance and Accountancy qualification., demonstrating a commitment to study and exam success
To contribute effectively to the work of the Finance Service, covering appropriate areas of work experience in order to satisfy the requirements both of the apprenticeship and of CIPFA's Professional Development Scheme
To support the Finance service with:
the provision of advice, challenge, and assurance to managers in the financial management and control of their budgets
modelling, financial analysis and the development of business cases
identifying, managing, and reporting on financial risks
To ensure that financial records are maintained in an accurate and timely fashion
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
Training Outcome:Please click on the link for candidate information and career progression:
https://api.warwickshire.gov.uk/documents/WCCC-434952789-7579Employer Description:Warwickshire County Council is the local government authority for the county of Warwickshire, providing public services such as Social Care, Education, County Highways, Rural Services, Public Health, Fire and Rescue, plus much more. Since 2012 the Council has delivered a top class apprenticeship scheme, recruiting more than 380 apprentices, most of whom have been retained in further roles at the Council.Working Hours :Working 9.00am - 5.00pm, Monday to Friday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
Day to day role responsibilities will include:
Assist with investigation and response to financial information queries
Record and analyse financial data using the organisations standard tools and processes
Apply double entry bookkeeping and accounting standards to process financial documents
Assist with production of accurate financial information for the preparation of annual accounts
Reconcile financial data, such as preparation of bank reconciliations
Investigate, resolve or escalate transactional queries and errors within their remit as appropriate
Develop and maintain effective working relationships with stakeholders
Communicate financial information in a way than non-finance stakeholders can interpret and understand
Provide general office administration services in support of the front of house team as required
With the advent of MTD for income tax the candidate can expect to be involved in quarterly income tax reporting
Work will include some bookkeeping using cloud accounting software and liaison with client's overdue dates, provision of records and approval of reports for submission
Training:
The apprentice will be working towards the Assistant Accountant Level 3 Apprenticeship Standard - including the AAT Level 3 certificate in Accounting
Classroom attendance at Colchester Institute (Colchester Campus) every other week
Training Outcome:Once qualified with the AAT Level 3 we would be open, depending on progression, on offering a full AAT/ACCA/ICAEW training program.Employer Description:Walter Wright was established in 1973 and today, we continue to build on our enviable reputation for providing excellent advice and first-class service to our business and personal clients alike. As well as general accountancy, audit and tax skills, our staff also have specialist skills which enables us to provide clients with a premium service as and when required. With our wealth of experience, we pride ourselves on delivering an unparalleled service to all clients, whatever their size or sector. In addition to traditional auditing, accounting and tax services we also provide advice on how to improve and develop your business. Whether clients need an integrated business strategy, access to corporate finance or specialist tax advice we are here to help our clients achieve their goals.Working Hours :Monday to Friday 9:00am - 5:30pm. With a one hour lunch break each day 1:00pm - 2pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working....Read more...
Daily bank reconciliations
Maintaining accurate and up-to-date financial records for multiple clients
Processing accounts payable and receivable transactions efficiently
Helping to prepare monthly management accounts and financial reports
Identifying discrepancies and resolving issues related to financial data
Supporting the finance team with other accounting and business support tasks
Training:
Assistant Accountant L3 Apprenticeship Standard
This qualification requires weekly college attendance
Training Outcome:
We are offering the right person a long-term career and a permanent position within the company upon successful completion of the apprenticeship
Employer Description:Cura Accounting Ltd is a dynamic accounting firm that provides management accounts, payroll, credit control, project work and bookkeeping services across a diverse range of sectors.
Our relaxed yet professional culture is driven by continuous investment in our staff, ensuring we leverage the latest technologies to keep our clients ahead of the competition.
We are the alternative to employing full time staff for your all round finance needs.Working Hours :Monday to Friday
9.00am- 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
FINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITSWe are working with a fantastic independent company that is a major player in the financial services industry. Established over 20 years ago, the have continued to thrive and grow year on year. Working in a small team, where the average length of service is 16 years, you will be an integral part of the company to assist in their continued success.FINANCIAL PLANNING ASSISTANT DUTIES• Assist independent financial advisers in administering financial plans and investment proposals• Maintain, setup and update internal client files and records• Process account applications, transfers, and other paperwork.• Servicing existing business i.e. Policy surrenders, fund switches, policy changes etc.• Managing administration tasks on back-office system software• Prepare paperwork for client meetings i.e. Valuations, new business applications, review documentation to clients• Liaising with product providers and third parties• Dealing with Letters of Authority• Adhering to compliance regulations and accurate recording of data• Liaising with team members to ensure client needs are met effectively and efficiently• Arranging client meetings• Emails, incoming and outgoing post and general office duties• Telephone calls with providers and communicating with clients on the telephone and via emailFINANCIAL PLANNING ASSISTANT REQUIREMENTS• Must have 2 years previous experience working as a Financial Planning Assistant• Experience using Intelligent Office is preferred• Excellent telephone and communication skills are required• Attention to detail• Ability to work independently or as a team member• Training will be providedPACKAGE AND BENEFITS• Flexible working hours Monday to Friday. 8 hours a day between 8am-6pm so you choose hours to suit!• Opportunity to work one day from home – after full training• Company pension• £25k-£28k dependent on experience• Summer and Xmas company events• BUPA cash back • 23 days holiday plus bank holidays • Christmas shutdown• Day off on your birthday• On-site parkingFollow us on twitter #awconsultingltdIn respect to the above role(s), Anderson Wright Consulting Ltd operates as an Employment AgencyFINANCIAL PLANNING ASSISTANT – HOLMES CHAPEL- UP TO £28000 + EXCELLENT BENEFITS....Read more...
Applicant must have a experience of leading on capital and fixed asset accounting at a local authority. We wouldn't shortlist anyone that does not have this.
To ensure that revenue and capital accounting entries underpinning the Statement of Accounts are produced in a timely manner, are accurate and in accordance with relevant legislative requirements and professional codes of practice and guidelines.
To produce the Statement of Accounts, Group Accounts and other related statutory returns To lead on the provision of financial advice and statutory returns relating to taxation and VAT.
To support and co-ordinate the development of capital strategy as an integral part of the medium term financial strategy, formulating policies and practices across the nominated Council(s).
To produce high level capital monitoring reports in accordance the timetable established by the Head of Strategy treasury and Pensions. To collaborate with the Finance Manager, Treasury & Pensions in developing a Treasury Strategy which reflects the Councils capital spending plans and cashflow forecasting.
The post is focused on delivering specialist accounting services and the post holder will have a wide understanding of accounting requirements and practical knowledge
Duties:
To ensure that revenue and capital accounting entries underpinning the Statement of Accounts are produced in a timely manner, are accurate and in accordance with relevant legislative requirements and professional codes of practice and guidelines.
To produce the Statement of Accounts, Group Accounts and other related statutory returns.
To lead on the provision of financial advice and statutory returns relating to taxation and VAT.
To support and co-ordinate the development of capital strategy as an integral part of the medium term financial strategy, formulating policies and practices across the service
To produce high level capital monitoring reports in accordance the timetable established by the Head of Strategy treasury and Pensions.
To collaborate with the Finance Manager, Treasury & Pensions in developing a Treasury Strategy which reflects the capital spending plans and cashflow forecasting.
Job Activities
Completion of the annual draft Statement of Accounts within the statutory deadlines.
Completion of other corporate statutory returns including WGA, RO’s etc.
The capital and revenue accounting entries which contribute to the Statement of Accounts.
The financing of capital expenditure.
Production of the Capital Strategy document.
Production Capital monitoring reports.
Input into reports quantifying the impact of capital spending proposals and decisions
Essential
Qualified CCAB Accountant or Equivalent Relevant Finance Qualification
Participation in Continuing Professional Development.
A detailed knowledge of the accounting requirements pertaining to capital and revenue expenditure and the key influences on the strategic finances of the authority.
Accounting and budgetary experience, sound knowledge of local government finance framework, accounting principles and standards, statutory requirements and relevant codes of practice.
Knowledge of the major issues facing local government, understanding of the national policy context, requirements and future direction for local authorities.
Good interpersonal and communication and presentation skills, with proven ability to communicate effectively to a wide range of audiences both horizontally and vertically, financial and non-financial, throughout the organization.
Sound knowledge of accounting principles and standards Experience of producing year end accounts Experience of attending Member Committees and/or other corporate/board meetings.
Experience of financial appraisals, modelling techniques, development of business cases
Staff management experience with the ability to lead and develop a team
Experience of delivering change programmes.
Ability to work and deliver on projects in a pressurised environment as well as the flexibility to adapt to changing circumstances
Ability to work effectively in a political environment and establish positive relationships with stakeholders, senior managers, staff, external partners and interest groups in a way that establishes confidence, credibility and trust
Ability to fully utilise standard Microsoft Office products
....Read more...
To be a key person in the efficient and controlled operation in administering existing policies.
The admin team are responsible for:
Processing documents received from consumers within 48 hours of receipt
Updating policies following consumer or insurer requests
Identifying misrepresented claims or convictions history and updating policy information
Confirming No claims bonus and driving licence details
Keeping insurers updated with issues that may affect a policy
To provide key information and assistance to other departments within the company
Key result areas:
Processing documents that have been requested by the broker or insurer in a timely manner and within agreed service level agreements
Updating policies as requested by policyholders
Updating policies as requested by insurers
The use of various databases to validate data
Identifying mis-represented risk details and amending accordingly
Identifying potentially fraudulent risk details
Notifying consumers in the event of additional premiums that have become due and arranging payments
Communicating with insurers and consumers in a variety of mediums
Ensuring adequate audit trails are maintained
Ensuring that any issues identified are followed through to completion
Distribution of documents received to other relevant departments in timely manner and within agreed service level agreements
Providing a good level of customer service
You will also build knowledge in:
Knowledge of FCA Handbook
Bribery Act 2010
Financial Services Act 2012
Road Safety Act 2006
Data Protection Act 1998
Fraud Act 2006
The Consumer Protection (Distance Selling) Regulations 2000
The Financial Services & Markets Act 2000
The Financial Markets (Distance Selling) Regulations 2004
Training:
Training will be at Doncaster College via day-release where you will access a wide range of facilities on offer
You will undertake the Business Administration Level 3 Standard
You will undertake Functional Skills for English and/or maths if needed
You will undertake both on and off-the-job training by a team of industry-qualified professionals to give you the best skills, knowledge and experience
https://www.instituteforapprenticeships.org/apprenticeship-standards/st0070-v1-0Training Outcome:
Successful completion of the apprenticeship could lead to a higher-level apprenticeship or full-time employment for the right candidate
Employer Description:Providing a wide range of insurance to customers in the United Kingdom since 1995 One Call Insurance lets you compare car insurance, home insurance, van insurance, motorbike insurance and travel insurance from our panel of trusted insurance providers. As well as these, we also offer many other insurance products and services including temporary insurance, learner driver insurance and breakdown. We know value is a key factor when choosing who you purchase your insurance from. It’s not all about who is cheapest though. We try to offer customers added benefits you don’t get with other providers.Working Hours :30 hours in office (4 days a week) with 7.5 hours day release weekly - Monday - Friday. Shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Logical,Team working,Understanding of Organisation,Gain knowledge of databases....Read more...
An exciting opportunity has arisen for a Mortgage Advisor with 2 years' experience to join a well-established award-winning financial services firm recognised for its success within the Bristol property sector. This full-time role offers a salary of £30,000 Basic, OTE £65,000 - £85,000, hybrid working options and benefits.
As a Mortgage Advisor, you will be conducting detailed client consultations to assess financial goals and borrowing requirements.
You will be responsible for:
? Offering expert advice on residential, buy-to-let, and (where appropriate) specialist lending including bridging and development finance.
? Researching and recommending appropriate mortgage solutions from a wide lender panel.
? Managing cases from initial enquiry to completion, ensuring accuracy and FCA compliance throughout.
? Maintaining regular contact with clients, lenders, estate agents, and professional partners.
? Advising on relevant protection products to support a complete financial solution.
? Keeping up to date with market movements, lender criteria, and regulatory guidance.
What we are looking for:
? Previously worked as aMortgage Advisor, Mortgage Adviser, Mortgage Broker, Mortgage Consultant, Mortgage Specialistor in a similar role.
? At least 2 years' experience advising on mortgages within the UK market.
? Fully CeMAP qualified (or equivalent) and hold a Competent Advisor Status (CAS).
? Understanding of the UK mortgage market and lender criteria.
? Skilled in using sourcing systems, CRM platforms, and other mortgage tools.
What's on offer:
? Competitive salary
? 22 days holiday plus bank holidays
? Casual dress
? Company events
? Company pension
? Free parking
? Health & wellbeing programme
Apply now for this exceptional Mortgage Advisor opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for....Read more...
JOB DESCRIPTION
Job Purpose
The PCG Financial Reporting Manager is responsible for accounting, consolidating and analyzing the financial statements for the Performance Coatings Group segment. This role will be the segment lead on monthly close process as well as have global ownership of mapping from the trial balance into consolidation system.
This position is not remote and requires a minimum of 3 days per week on site at our Maple Shade, New Jersey location. Candidates must be located within a commutable distance or willing to relocate.
Principal Accountabilities
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position may vary.
Financial Close & Reporting
Managing the monthly, quarterly, and annual consolidation process in Onestream, ensuring timely and accurate reporting in accordance with USGAAP. Ensures proper consolidation accounting of subsidiary statements including roll forwards, inter-company accounts, and profit in ending inventory. Ownership of global trial balance (Infor LN) account mapping into consolidation tool. Support of Corporate quarterly and annual reporting requirements (10-K, disclosure support, ad hoc filings, etc).
Leadership & Collaboration
Conducts financial departmental training programs for use of new reporting packages and concepts. Identifying and implementing process improvements to enhance efficiency and accuracy in the consolidation process. Ability to effectively communicate with domestic and international finance team members to achieve desired results.
Other Duties
Support of the M&A group in reporting related to acquisitions, including P&L geography review during beginning phases of the acquisition process. Provide Financial Planning and Analysis support to the broader PCG management team on special projects and management requests. Oversight of the administrative aspects of PCG's Onestream environment, including: User access additions/removals Administration of the Account Reconciliation module of Onestream. (making user updates and own monthly system changes required)
Experience |Education | Certifications
Bachelor's degree in accounting, Finance, or related field; CPA/MBA or equivalent certification strongly preferred. Minimum of 5 years of progressive finance and accounting experience, preferably in a global manufacturing environment. Strong understanding of data flows between ERP systems and financial consolidation platforms, ensuring alignment between USGAAP and statutory reporting. Hands-on experience with Financial Close and Consolidation systems, such as OneStream. Proven track record of owning and leading the financial close and consolidation process, ensuring accuracy, timeliness, and completeness in alignment with public company deadlines. ERP system experience (Infor LN preferred) and comfort with digital finance tools and process automation platforms. Proven leadership and communication skills, with ability to influence across functions and regions in a matrixed organization. Strong analytical and critical thinking skills, with the ability to assess complex financial processes and identify opportunities for standardization, automation, and efficiency gains. Ability to travel domestically/internationally when required.
Benefits and Compensation
The salary range for applicants in this position is based on potential employee qualifications, operations, needs, and other considerations permitted by law. The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.
ABOUT US
RPM Performance Coatings is a strategic operating unit of RPM International Inc. RPM Performance Coatings joins exceptional products, technologies, service and individuals together to provide a comprehensive building solution package to markets throughout North America, as well as internationally. RPM Performance Coatings products and services are sold directly to contractors, distributors and end users, such as industrial manufacturing facilities, public institutions and other commercial customers. RPM Performance Coatings generated $1.5 billion in net sales for the fiscal year ended May 31, 2024.Apply for this ad Online!....Read more...
A Financial Services Administrator provides essential administrative support within our firm, ensuring a high-quality, compliant service for clients and colleagues. You will handle various tasks on a day-to-day basis, which include:
Sending out letters
Calling providers for updates on cases
Scanning documentation onto computer
Shredding all paper work that has been scanned
Sending birthday cards
Dealing with the advisers emails
This role is crucial for the smooth operation of our financial business and often involves direct interaction with clients and other colleagues.
We value diversity and strive to promote inclusivity in all aspects of our culture. We believe in equal opportunities for all, ensuring that no applicant encounters less favorable treatment based on anything but their skills, qualifications, experience, and potential. We celebrate the unique contributions of a diverse workforce and create a respectful, nurturing environment where every colleague can thrive.
Please apply even if you think you don't have the right skillset as we understand you may not have the expertise or knowledge at the moment but we are fully committed to training you as long as you are committed to learning and prove you have the correct work ethic.
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd. You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise.Training Outcome:
Once you’ve finished your apprenticeship, we’ll work with you to help you find the right role at Sheavyn Associates Financial Management Ltd
You’ll have the potential to develop a successful and fulfilling career with us and continue to build your expertise
Roles we can support you with are:
Senior Administrator
Paraplanner
Mortgage and Protection Adviser
Wealth Adviser
Employer Description:Financial Adviser Practice
at Sheavyn Associates Financial Management Ltd, our aim is to provide exceptional service to both private and corporate clients.
We always aim to build long-standing relationships with clients, ensuring they remain at the centre of the relationship, whilst we fully support their individual challenges and aspirations.
Our clients come from all walks of life and have a wide variety of financial planning needs.Working Hours :Monday- Thursday
9.30am - 4.30pmSkills: Communication skills,Organisation skills,Initiative....Read more...
As an Apprentice you will be provided with the necessary training and support to enable you to carry out your duties.
These will likely include many of the following:
To assist with the manning of the phones within the department
Using our back office systems in order to keep our electronic records up to date
Preparation of handouts/reports for presentations and/or internal meetings
To produce valuations
To produce documents from our back office systems
To obtain information from third party providers
Using your initiative to handle issues in order to provide the team with effective support
Liaising with teams in other divisions / departments across the Company
General ad hoc duties as required, including scanning, filing, dealing with the department’s post
Training:
This opportunity is the Level 3 Financial Services Administrator Apprenticeship Standard
Training will be hybrid, delivered by Fitch Learning
One day per week will be dedicated to focus on your studies
Training Outcome:
On successful completion of the apprenticeship there will be the opportunity for a permanent role and progression within Charles Stanley
Employer Description:Charles Stanley is one of the UK’s leading Wealth Management firms, providing our clients with tailored advice and solutions at every stage of their financial journey. Our focus on clients has endured since our foundation in 1792, since when we have created financial security for many tens of thousands of people. With over 864 employees spread across a network of over 23 offices throughout the UK, we remain committed to providing our clients with the highest standards of service.
Charles Stanley is part of the Raymond James Financial, Inc. group of companies. Raymond James Financial, Inc. (NYSE: RJF), is included in the S&P 500 and is a Fortune 500 company.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Construction Finance Manager
Sutton
£55,000 - £65,000 Basic + Progression to director + growing business + bonus + annual leave + pension + social events + more
Work for an established and fast-growing construction company as a Finance Manager. Take full ownership of the finance function with the autonomy to shape the role around your strengths. You'll work closely with both the owner and office manager, overseeing and managing all financial operations across the business. This position offers a clear and exciting pathway to becoming the Finance Director in the long term.
Founded over a decade ago, this contractor continues to expand thanks to its strong reputation and commitment to quality. As Finance Manager, you will lead all financial activities, including reporting, budgeting, and forecasting, while also identifying opportunities to improve processes and contribute to key business decisions. Long term, you’ll be part of an organisation that champions high standards, supports your growth, and provides a defined route to directorship.
The role of the finance manager will involve: *Financial Oversight & Strategy: Lead day-to-day financial operations, produce timely financial reports, and provide strategic insights to support business growth and long-term planning. *Cash Flow & Budget Management: Develop robust cash flow forecasting and lead annual budgeting, delivering performance monitoring and actionable financial recommendations. *Project Costing & Analysis: Collaborate with project managers to ensure accurate financial oversight of large-scale projects, conducting cost analyses to drive profitability. *Leadership & Team Development: Build and develop the finance team as the company scales, fostering a high-performance, improvement-focused culture. *Compliance & Industry Expertise: Ensure full compliance with financial regulations, working with external accountants, and leveraging sector-specific experience (construction/electrical) with strong ERP/software proficiency.
The successful Finance Manager will need: *AAT Qualification, chartered or working towards being a chartered accountant *Experience working within construction for a main contractor or subcontractor *Commutable to the office full time
For immediate consideration please contact Emily on 0203 813 7951 and click to apply!
Keywords: FInance manager, construction, finance manager, accountant, Financial Controller, Senior Finance Professional, sutton, surrey, cheam, epsom, banstead, tadworth, ashtead, south london
This vacancy is being advertised by Future Engineering Recruitment Ltd. The services of Future Engineering Recruitment Ltd are that of an Employment Agency. Please visit our website at futureengineer.co.uk to view other positions we are currently handling.
Future Engineering Recruitment Ltd can only accept applications from candidates who have a valid legal permit or right to work in the United Kingdom. Potential candidates who do not have this right or permit, or are pending an application to obtain this right or permit should not apply as your details will not be processed.
We will endeavour to respond to all applicants however due to the sheer volume of response, we can only guarantee that candidates who have been shortlisted will be contacted.....Read more...
Job Description:
We are working on an excellent opportunity for a Change Manager to join the team at a leading financial services firm. In this role, you will be responsible for planning and managing multiple projects from inception through to delivery.
Skills/Experience:
Experience working in a Change Delivery within Financial Services
Strong knowledge of project management principles and practices
PRINCE II qualification
Excellent planning, tracking and reporting skills across multi-workstream projects.
Strong stakeholder management skills
Excellent influencing & negotiation skills.
Core Responsibilities:
Manage fund product changes, technology implementations and process improvement initiatives from initiation to project closure.
Develop comprehensive project plans for all phases of the project, in consultation with key stakeholders.
Coordinate the activities of the project team members to ensure projects progress on schedule and results meet objectives, milestones, and scope. Coordination across functions with other entities is necessary.
Communicates status reports on project milestones, deliverables, dependencies, risks and issues to senior management and key stakeholders.
Ensuring that changes are documented, including inputs from lessons learnt exercises.
Drives resolution of project conflicts. Engages with senior management when necessary.
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: 15975
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Understand the interaction between Services and other associated disciplines
Assist with the compilation of tender information, documentation and pricing
Help prepare and present our proposals to the client's team
Learn how to manage the stage-by-stage signoff of information, drawings and design
Attend and contribute at weekly site meetings
Understand the co-ordination of all building services activities from both a spacial awareness perspective and logistical/programming approach
Become technically and financially aware
Keeping an eye on financial opportunities from a cost and value viewpoint
Assist with the monitoring and control of subcontractor's accounts
Assist with the production of cost advice to the Commercial team for insertion to financial control documents
Become familiar with RAMS for H&S and technical appraisal purposes
Begin to undersand the snagging process
Assist with compilation of O&M information
Attend client meetings and interact with the client's representative
Learn about fast track fit outs
Be enthusiastic energetic and committed when delivering a quality product
Training:
Building Services Engineering Senior Technician Level 4 Apprenticeship Standard
The apprentice will work four days per week, with the fifth day spent studying at London Southbank University
Training Outcome:
Following successful completion of this apprenticeship, an offer of employment will be made for the role of Technical Services Manager
Employer Description:Parkeray Limited is a Main Contractor in the Commercial fitout market. Our projects are based in London, the Home Counties and Cambridge. We have over 40 live sites at any one time and the successful candidate will be required to be based on site or moving around site dependent on the operational requirements.Working Hours :Monday - Friday, 8.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness....Read more...
JOB DESCRIPTION
Job Purpose
The Controller, PCG North America a newly created role and will be a key leadership role responsible for overseeing the financial integrity and operational effectiveness of the region's (primarily US and Canada) finance organization. This individual will play a central role in driving standardization and optimization of core financial processes, including Procure-to-Pay (P2P), Order-to-Cash (O2C), and Record-to-Report (R2R), ensuring accuracy, compliance, and efficiency across the financial landscape. This will be done alongside the objective of achieving a single accounting location designation from an audit perspective. The ideal candidate brings a blend of technical accounting acumen (USGAAP and company policies), process improvement expertise, and strong leadership to support the company's strategic growth. This role will have direct reports, consisting of a Controller from each operating company in North America.
This position is not remote and requires a minimum of 3 days per week on site at our Maple Shade, New Jersey location. Candidates must be located within a commutable distance or willing to relocate.
Principal Accountabilities
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position may vary.
Process Standardization & Optimization
In collaboration with the PCG Controller and Director of Global Accounting Processes, lead efforts to standardize financial processes and procedures across the North American region for P2P, O2C, and R2R cycles. Design and implementation of control environment to achieve a single accounting location designation from an audit perspective. Partner with business process owners to align regional practices with global standards and best practices. Identify and implement continuous improvement initiatives, leveraging automation and digital tools to enhance efficiency and accuracy. Leverage the maximize the utilization and effectiveness of the Global Service Centers (GSC) when appropriate.
Financial Close & Reporting
Oversee the monthly, quarterly, and annual financial close process (R2R), ensuring timely and accurate reporting in compliance with US GAAP, and local requirements as applicable. Manage balance sheet integrity and provide analytical insight into variances and trends. Coordinate with external auditors and internal stakeholders to ensure successful audit outcomes. Oversee, navigate, and communicate complex accounting policies and procedures to the accounting and finance department as well as other business stakeholders.
Transaction Cycle Oversight
Drive accountability and control across the Procure-to-Pay process, including vendor onboarding, invoice processing, and payments. Oversee Order-to-Cash activities, including billing, collections, and revenue recognition in coordination with commercial teams. Partner with operations, procurement, supply chain, and commercial teams to ensure finance processes support and enable business performance.
Internal Controls & Compliance
Ensure adherence to internal control frameworks (SOX), identifying and mitigating financial risks. Document and continuously improve finance-related standard operating procedures (SOPs) in line with the industry's best practices.
Leadership & Collaboration
Lead, mentor, and develop a regional finance team, fostering a culture of performance, collaboration, and continuous improvement. Promote cross-functional alignment between finance, manufacturing operations, and shared service centers to ensure seamless financial process execution.
Experience |Education | Certifications
Bachelor's degree in accounting, Finance, or related field; CPA or equivalent certification strongly preferred. Minimum of 10+ years of progressive finance and accounting experience, preferably in a global manufacturing environment. Deep knowledge of financial transaction cycles (P2P, O2C, R2R) and experience leading process standardization and transformation efforts. Experience developing KPIs and dashboards to monitor the health of financial processes (P2P, O2C, R2R) and drive continuous improvement. Strong understanding of US GAAP, cost accounting, and inventory valuation in a manufacturing context. Strong understanding of data flows between ERP systems and financial consolidation platforms, ensuring alignment between USGAAP and statutory reporting. Deep knowledge and experience with accounting processes and controls. Proven track record of owning and leading the financial close and consolidation process, ensuring accuracy, timeliness, and completeness in alignment with public company deadlines. ERP system experience (Infor LN preferred) and comfort with digital finance tools and process automation platforms. Hands-on experience with Financial Close and Consolidation systems, such as OneStream. Proven leadership and communication skills, with ability to influence across functions and regions in a matrixed organization. Strong analytical and critical thinking skills, with the ability to assess complex financial processes and identify opportunities for standardization, automation, and efficiency gains. Ability to translate complex financial and operational data into clear narratives and recommendations for non-financial stakeholders. Strong ability to research, interpret, and document complex accounting issues, including the preparation of technical accounting memos or white papers in accordance with US GAAP and SEC guidance. Ability to travel domestically/internationally when required
Benefits and Compensation
The salary range for applicants in this position, based on potential employee qualifications, operations, needs, and other considerations permitted by law. The Company offers a variety of benefits to its employees, including but not limited to health insurance, paid holidays, paid time off, 401(k) Savings and Trust & Plan with company match, Company Pension Plan and continuing education.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.
ABOUT US
RPM Performance Coatings is a strategic operating unit of RPM International Inc. RPM Performance Coatings joins exceptional products, technologies, service and individuals together to provide a comprehensive building solution package to markets throughout North America, as well as internationally. RPM Performance Coatings products and services are sold directly to contractors, distributors and end users, such as industrial manufacturing facilities, public institutions and other commercial customers. RPM Performance Coatings generated $1.5 billion in net sales for the fiscal year ended May 31, 2024.Apply for this ad Online!....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Job Description:
Are you a Chartered Secretary or qualified lawyer with subsidiary governance experience?
Our client, an asset manager, is recruiting for a Head of Subsidiary Governance to join their team on an initial 3-month contract basis (with likely extension). This role offers hybrid working and can be based out of Edinburgh or London.
Initial deadline: Monday 12th May at 8:30am.
Skills/Experience:
Extensive experience in company secretarial roles within a regulated FTSE100/250 financial services environment.
Deep understanding of UK (and ideally EU) financial services governance and SMCR requirements.
Chartered Secretary or qualified lawyer.
Proven leadership skills and gravitas with senior stakeholders, including iNEDs and executives.
Core Responsibilities:
Lead and mentor a team of company secretaries, ensuring delivery of effective subsidiary governance.
Act as Company Secretary to key subsidiary boards (including UK MIFID and Adviser entities), managing board cycles, meetings, minutes, and regulatory compliance.
Oversee board effectiveness reviews, iNED appointments, succession planning, and skills analysis.
Provide assurance and oversight of governance standards across subsidiaries managed by other teams or service providers.
Serve as a trusted partner to senior stakeholders, offering expert governance advice on statutory and transactional matters.
Maintain compliance with legal, regulatory, and internal governance frameworks.
Ensure timely statutory filings, records maintenance, and support on corporate changes such as director appointments or share issues.
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:
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
About the Role
Enfield Council is looking for an experienced Assessment Officer to join our dynamic Financial Assessment and Income & Debt team. This pivotal role involves delivering a high-quality, customer-focused financial assessment and collection service across the Assessment Hub.
As a member of a pooled resource team, you will be responsible for assessing income-related benefits, managing complex enquiries, engaging with vulnerable customers, and supporting process improvements and automation within the team. This is a fantastic opportunity for someone who is adaptable, detail-oriented, and committed to delivering efficient public services.
Key Responsibilities
Accurately process income-related claims and assess financial circumstances in line with legislation and council policy
Communicate effectively with a wide range of customers and stakeholders, both verbally and in writing
Provide guidance and technical advice to residents on financial assessments and collection services
Maintain accurate records and support the delivery of service improvements
Collaborate with managers and other teams to ensure a seamless, integrated service
Contribute to projects and continuous service development within the Assessment Hub
What We’re Looking For
Essential:
Proven experience in financial assessments or income collection services
Ability to work as part of a flexible, multi-skilled team
Excellent customer service skills with the ability to manage sensitive conversations
Strong IT skills and the ability to quickly learn new systems
Good written and verbal communication skills
Commitment to continuous professional development
Desirable:
Knowledge of local authority benefits systems and welfare legislation
Relevant qualification in business administration or local government services
Why Work With Us?
Be part of a team that’s central to ensuring fair access to financial support across Enfield
Opportunity to influence service delivery and contribute to innovation
Gain experience in a large, forward-thinking local authority
Hybrid working options available (subject to service needs)
....Read more...
To provide an administrative service to the team and maintain effective business support systems in respect of telephone messages, word processing, databases, registers, correspondence, minute taking, photocopying, filing and stationery supplies.
To maintain and update service user and financial record systems to agreed standards.
To input referrals and update appropriate database systems
To provide administrative support to the team e.g. produce and send ad-hoc / template letters
To process orders, Barclaycard purchases and invoices for goods and services e.g. stationery, furniture.
To organise and maintain diaries, schedule meetings and take minutes as required, and to agreed standards.
To assist managers, where appropriate, to record information within the human resources computerised system e.g. timesheets
Archive / retrieve / destroy files and maintain accurate records.
To oversee the admin PPN process.
To provide support to meetings and events for the service where required.
To liaise with appropriate departments / agencies / organisations as required.
To provide statistical information as required.
To provide cover at other centres as necessary.
Duties also involve, updating databases (CareFirst) and spreadsheets, managing a team mailbox, placing orders for goods/services via SAP, paying invoices, the administration of the team Barclaycard, taking team minutes and other general office duties.
Requirement:
Dealing with the public
Dealing with a variety of tasks & demands relevant to the post
Must be able to work as part of a team and contribute to effective team-working
Ability to be flexible and cope positively with change
Ability to deal with issues of a confidential nature
Non-judgemental attitude
Skills in the use of database / financial system.
Word processing skills.
Ability to communicate accurately/concisely and sensitively.
Ability to organise and prioritise own workload.
Commitment to produce quality work.
Ability to use initiative.
If interested, please submit CV and call Varsha on 02036913890 between 9am to 5pm (Mon to Fri)....Read more...
