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Apprentice Financial Adviser (IFA)

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 mor ....Read more...

Business Admin Apprentice

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 ....Read more...

Financial Services Administration Apprentice

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 i ....Read more...

Financial Services Administrator - Apprenticeship

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 s ....Read more...

Apprentice Administrator - Nottz Care

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 fin ....Read more...

Apprentice Administrator

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 form ....Read more...

Fund Research, Associate - Alternatives

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 ....Read more...

Graduate Finance Trainee Apprenticeship

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 P ....Read more...

Level 3 Accounts Apprentice

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 esc ....Read more...

Bookkeeping Apprentice

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 ....Read more...

Financial Planning Assistant

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 ....Read more...

Finance Manager

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 l ....Read more...

Business Administration Apprentice

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 informat ....Read more...

Mortgage Advisor

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 responsi ....Read more...

Financial Reporting Manager, PCG

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 with ....Read more...

Financial services Administrator apprentice

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 ....Read more...

Financial Planning Apprentice

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 ....Read more...

Finance Manager

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 of ....Read more...

Change Manager

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 mult ....Read more...

Building Services Apprenticeship

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 ....Read more...

Controller, PCG North America

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 effic ....Read more...

Head of Subsidiary Governance - Company Secretary

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 FTSE100/25 ....Read more...

Head of Subsidiary Governance - Company Secretary

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 FTSE100/25 ....Read more...

Assessment Officer

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 a ....Read more...

Higher Clerical Assistance

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 le ....Read more...

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