About the Role
This is an exciting opportunity to gain hands-on experience in the financial planning sector while working towards nationally recognised qualifications. You’ll be an important part of our team—supporting advisers and helping keep everything running smoothly behind the scenes.
Key ResponsibilitiesAs a Client Services Administrator Apprentice, you’ll:
Support advisers with day-to-day client administration
Prepare and process client documents and correspondence
Maintain accurate client records and back-office systems
Handle incoming calls, emails, and post professionally and promptly
Assist with appointment scheduling and diary management
Liaise with providers to obtain quotes and valuations
Follow compliance procedures and maintain confidentiality
Learn about financial products, services, and industry regulations
Training: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.
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:At Deans Wealth Management, your apprenticeship is just the beginning. We’re committed to helping you grow—offering clear progression routes into roles like Paraplanner, Client Relationship Manager, or even Financial Adviser. With ongoing training and real responsibility, your career can really take off here.Employer Description:We look after our clients in a way many other firms choose not to. We focus on getting to know our clients and what they want to achieve at every stage of there life.
Then, we have there back when it comes to all things financial. From tax planning and investment strategies to exiting their business or planning for retirement, we make sure their finances are always working hard for them.
Your future shouldn’t be left to chance. We create financial plans for life.Working Hours :Monday to Friday, 8.45am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Team working,Initiative,Friendly,Eager to learn,Reliable,Responsible....Read more...
This position will entail undertaking all administration tasks for the team including:
Calling providers and following up anything outstanding
Updating their spreadsheet with their updates
Eventually updating the clients directly via email
General administration tasks
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 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)
Or
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CeMAP1 or CF1 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:The successful candidate will progress through the organisation, and grow with the business. With a view to becoming permanent at the end of the apprenticeship. Employer Description:Blue Heron is at the heart of your financial wellbeing through service excellence. You can access a wide range of quality services and insights that help you to make sound financial decisions at every stage of your financial journey.
You can access services such as mortgages, insurance policies for both your family.Working Hours :Monday to Friday, 9.30am - 5.30pm.Skills: Communication skills,Organisation skills,Team working,Enthusiastic/eager to learn,Time Management....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 Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....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...
As an Apprentice Financial Planning Administrator, you will support our financial advisers and administrative team in delivering high-quality service to clients. This role offers structured training, hands-on experience, and the opportunity to gain a professional qualification in financial services.
Key Responsibilities:
Maintain and update client records in our back-office system
Assist in processing new business applications for pensions, investments, mortgages and protection
Prepare documentation for client meetings, including valuations and research
Handle client queries via phone and email with professionalism and efficiency
Ensure compliance with regulatory requirements and company policies
Perform general administrative tasks such as scanning and data entry
Work as part of a team, joining meetings and activities to support teamwork and learning
Training: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.
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:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 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:Upon successful completion of the apprenticeship, there may be opportunities to progress into roles such as Financial Planning Administrator, Paraplanner, Mortgage Adviser or Financial Adviser by completion of further study. This would also be supported by us.Employer Description:We are a fast growing, young and dynamic company who plan to be around for a long time and take succession planning very seriously. We value our employees as much as we value our clients and all team members will have a structured development plan throughout their careers with us which will allow them to develop both personally and professionally.Working Hours :Monday - Friday, 9.00am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience,Eager to learn....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...
Job Description:
Our client, a wealth management firm in Edinburgh’s city centre, is recruiting for an IFA Administrator to join them on an initial 3 to 6 month temporary basis.
This position is full-time and you’d be required to be in the office 5 days per week.
Skills/Experience:
Previous experience in an IFA or financial services administration role
Strong understanding of financial products, platforms, and the advice process
Excellent communication and organisational skills
Working towards or holding a relevant financial services qualification (desirable)
Core Responsibilities:
Prepare and process new business applications for pensions, investments, protection, and other financial products
Maintain accurate client records using our back-office system (e.g. Intelligent Office or similar)
Liaise with product providers and clients to obtain necessary information and updates
Support the production of client review packs and documentation ahead of meetings
Ensure compliance and regulatory requirements are met throughout all administrative processes
Monitor and follow up on outstanding documentation and pipeline business
Assist in managing the advisers’ diaries and meeting arrangements
Provide general office and client support as required
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: 16124
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. ....Read more...
Your purpose will be to provide administrative support to the Practice to ensure that the relationships between their clients can be optimised and assist with the daily operation of the office.
Key duties and responsibilities:
Deal effectively with queries from clients and other parties through effective communication;
Prepare meeting preparation documentation to ensure advisers are prepared for all client meetings.
Ensure that files are complete with all required Anti-Money Laundering documentation and client records are created on the relevant systems.
Order report documentation required (CGT reports, Investor Returns, Wealth Accounts).
Complete simple bond calculations for withdrawals.
Prepare and send Letters of Authority to clients for signing and ensuring they are forwarded onto the relevant providers.
Chasing third parties for relevant information.
Provide administrative support to the Practice.
Answering the office phone line and taking detailed messages if required.
Collecting post, scanning and filing.
Monitoring the practice inbox.
Sending out client gifts (birthday, Christmas).
Withdrawals (ISAs, UTs, IBs).
Special requirements: Complete Gold PSS accreditation within 6 months. Training: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.
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:There are opportunities for progression at Royston Fox Associates and this will be discussed throughout apprenticeship. Employer Description:Royston Fox Associates is an Appointed Representative of St. James's Place. We are a Wealth Management organisation who deliver one to one financial advice on a variety of Investment products and put our client's at the heart of everything we do. Understanding clients' personal and business objectives to deliver financial advice that is right for each individual.Working Hours :Monday to Friday, 9.00am to 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Creative,Initiative,Patience,Positive attitude....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...
As there will be a great deal of client contact, both in the office and particularly on the phone.
Assistance will be given with prioritising work, but one of the key qualities of the job is to demonstrate initiative.
Duties include:
Liaising with product providers to obtain quotations, etc.
Assisting Senior Administrators in the preparation of reports, etc.
Some technical research of products.
Database management.
Data Entry.
Answering telephone.
Greeting clients on arrival at office.
Typing.
Filing, photocopying and faxing.
Scanning documents for computer storage.
Co-ordinating post and mail, both in and out.
Liaising with other external organisations.
Monitoring the management's diary, making appointments, running a reminder system.
Other general office duties.
Directly reporting to Senior Administrators and Management.
Training:Example: Apprentices will be required to attend college at least x1 day per week either at Uxbridge, Harrow or Hayes Campus completing necessary mandatory training and units associated with the apprenticeship.
The apprentice will be required to complete:
Work towards gaining a full Qualification.
Employment Rights and Responsibilities.
Skills, Knowledge, and Behaviours.
Standard and End Point Assessment.
Functional Skills in English, Maths, and ICT (if required).
Other training will be provided by the employer as required to enable the fulfilment of the job role.Training Outcome:This is a good opportunity for someone who shows 'initiative and capability to 'move up the ranks' as the company grows and more advisers and support staff are recruited. The career path could then continue in a variety of directions, depending upon the candidate's desires ¬- e.g., office administration, P.A. to an adviser, advising clients, etc. Assistance will be given towards further qualifications in financial services, where appropriate.Employer Description:Only a year after starting, the company was awarded "Best IFA in The Capital" by the Evening Standard newspaper, and since then the company has continued to add to its achievements. Please see our 'Award Winning Advice' page for details of our awards and other unique credentials; for example, Bhupinder Anand has twice been awarded 'IFA of the Year'.
Our team of specialists and experts, supported by qualified administrators, all share the enthusiasm of being one of the UK's Best Independent Financial Advisers. Our advisers have an average of at least 25 years’ experience in the Financial Services Profession.Working Hours :Monday to Friday, 9am-5:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills....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...
Due to an internal promotion, my client (a global corporate bank located in the City of London) are seeking to appoint a Senior IT Auditor (AVP grade) to join their growing team.
This is an EMEA focussed team, there will be 10-20% travel with the role. The team works on a hybrid basis with 2 days a week in central London office.
Supported by the Head of IT Audit, you will responsible for full end to end delivery of the internal audit plan. You will collaborate with other members of the internal and IT internal audit team as you engage and build influence with the Senior Stakeholders across the business.
You will be keen to build on your already established IT audit expertise and also expand your financial services knowledge. IT Audit experience gained from banking or wider financial services industries is considered advantageous but we are also keen to hear from IT Auditors who have delivered end to end IT audits in a consultancy environment. Your client base need not be financial services or banking if coming from this background.
Experience of some/any of the following technologies will be considered to be advantageous:
Encryption and PKI, including Encryption Key and Certificate Management
Configuration Management
Lotus Notes, Lync and SharePoint
Unix and Linux
Microsoft Windows Server 2008 R2 / 2012
Database Management Systems (Oracle, including RAC, and Microsoft SQL Server 2008 / 2012)
Networking (TCP/IP, Cisco IOS and NXOS, F5, MPLS and voice)
Firewalls (CheckPoint, Palo Alto and Cisco ASA)
Websphere MQ, IIB and Application Server
Virtualisation
Strong communication and influencing skills are essential as you join this leading bank and the Head of IT Audit will support you as you develop these further by attending committee and management meetings across the business.
CISA qualification is essential, or a willingness to study towards.
My client offers an excellent long term career opportunity with one of the world’s leading banks.
£72 -75k base + excellent benefits and strong bonus potential.
Interviews will take place both remotely and in person.
Regretfully, this client will not offer sponsorship, applicants must have full and unrestricted right to work in the UK.....Read more...
Summary of Responsibilities: To provide an excellent administrative support service within HR and Learning Service. Under the direction of the Service Manager – HR and Learning/Service Manager – Transactional HR, to undertake a range of administrative and related tasks.
Responsibilities Service Development:
To be pro-active and solution focussed to meet the needs of a changing market.
Support the delivery and expansion of the HR and Learning by utilising knowledge and skills to maintain and develop the business element.
Finance:
Provide financial administrative support to meet operational deadlines under the direction of the Service Managers on financial database system
Processing orders, pricing orders using approved schedules, data, input, routine credit control.
Order goods and services.
Source additional goods and services on request.
Process financial transactions onto financial system for goods and services received.
Administration of new customer and supplier accounts.
Ensure that electronic of records relating to orders and invoices are accurate and up to date.
Business Support:
Administrative support for meetings and events including room bookings, minute taking, refreshments, preparation of agenda and materials.
Collating, processing and handling sensitive and confidential information.
Maintaining filing systems both manual and electronic.
Preparation and distribution of incoming and outgoing electronic and hard copy correspondence as required, to include following administrative processes
Face to face and telephone communication/support for the team and clients.
Responsible for printing and distribution of stationery/marketing/training material as requested.
Administrative support for marketing and promotion of the HR and Learning Service including hard copy and electronic display materials. Ordering goods and services as required.
Administration support for all service areas within HR and Learning as directed.
DBS checks to be undertaken to include face-to-face contact with staff, completion of forms, approval of ID and photocopying.
Diary management for the HR and Learning team as appropriate.
Inputting and extracting data from Access, ECT, and other database systems as required.
General:
To participate in the operation of the SIPS Appraisal Scheme.
It is your responsibility to carry out your duties in line with SIPS policy on equality and be sensitive and caring to the needs of the disadvantaged, promoting a positive approach to a harmonious working environment. You should act as an exemplar on these issues and should identify and monitor training for yourself and any employees for whom you are responsible, in line with this policy and also the Equalities Act 2010.
Such other duties as may be appropriate to achieve the objectives of the post to assist SIPS in the fulfilment of its objectives commensurate with the post holder's salary grade, abilities and aptitudes.
The post holder must at all times carry out his/her responsibilities with due regard to the SIPS policy, organisation and arrangements for Health and Safety at work.
Training:
Level 3 Business Administration Apprenticeship
Work based learning
End Point Assessment
Training Outcome:On going employment and additional training will be offered whenever possible.Employer Description:SIPS is the not-for-profit education support services provider for Sandwell, the Black Country and the West Midlands
We’re owned and governed by schools – our focus isn’t making a profit, it’s enriching children and young people’s learning and well-being – they’re at the heart of what we doWorking Hours :Monday to Friday - hours to be confirmed between 8.00am and 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Team working,Initiative,Non judgemental....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...
Bookkeeping - Recording financial transactions (sales, purchases, receipts, and payments)- Maintaining accurate ledgers and reconciling bank statements
Assisting with Accounts Preparation- Supporting in the preparation of monthly, quarterly, and annual accounts. Helping with balance sheets, profit & loss statements, and other financial reports
Invoice and Expense Management - Processing supplier invoices and staff expenses. Raising client invoices and tracking payments
VAT Returns and Tax Support - Assisting in preparing VAT returns, Learning about tax codes, payroll taxes, and corporate tax basics
Payroll Support - Helping with payroll processing and reporting, Ensuring accuracy of timesheets and employee records
Administrative Tasks- Filing, data entry, and maintaining financial records. Managing spreadsheets and using accounting software (like Sage, Xero, QuickBooks)
Learning and Development - Studying towards AAT Level 3, Attending training sessions, reviewing materials, and shadowing senior accountants
Client Communication (if in a practice)- Responding to client queries with support from supervisors- Assisting with onboarding new clients and gathering documentation
Training:
We have partnered with Mindful Education to deliver this apprenticeship through our Online and On Campus model
Apprentices will attend Boston College weekly as well as study online materials during allotted time at work on alternating weeks
Online lessons can be accessed at any time, using a mobile, tablet or desktop - meaning apprentices can fit their study around work commitments, minimising disruption in the workplace.Training Outcome:
Possible career progression with company
Employer Description:Established in 2012, Total Accounting is an accounting firm with offices in Kent and Lincolnshire, specialising in providing personalised financial services to small businesses, sole traders, and SMEs across the UK. Total Accounting emphasizes building strong relationships with clients, focusing on understanding their unique needs and providing tailored solutions. Our approach is centred on making financial management less daunting and more accessible, allowing business owners to focus on their core operations.Working Hours :Monday to Friday
Shifts to be confirmedSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
As a trainee you will be expected to:
Provide support to more senior colleagues by producing work without the need for basic amendments, and to agreed timescales.
Proactively develop technical accounting knowledge through a combination of workplace learning and formal tuition.
Understand the BPR Heaton values and apply this to any work carried out.
Duties and responsibilities:
Accounts
Draft Financial Statements using IRIS accounting software for senior accountants to review and apply instructions given by senior staff.
Prepare basic reconciliations seeking senior input as needed (VAT, Bank, PAYE, etc.)
Prepare notes to assist the senior reviewing the draft financial statements and identifying unusual items that need to be brought to management’s attention.
Work efficiently to a budget and be aware of hourly charges.
Keep senior staff/management updated on the stage of jobs.
Request feedback from senior staff reviewing your work to be proactive in self-development.
Audits
Assist with substantive audit testing and other audit work as instructed by colleagues and be able to work independently after receiving instruction.
Ensure audit work is fully completed, seeking assistance from senior staff as required in order to address problems areas.
Be able to communicate the purpose of specific audit testing with clients.
Attend stocktakes with senior staff with the view of attending them unsupervised in the future.
Interact with clients at their premises and through email/telephone.
Provide support to the audit manager.
Taxation
Preparation of basic corporation tax returns and any other appropriate schedules.
Understand add backs and basic principles of disallowed expenditure.
Awareness of capital allowances in key areas.
Prepare VAT returns based on information given from the client.
General requirements of the role
Attend meetings as appropriate.
Filing of invoices, correspondence and other documents.
Training Outcome:
The successful candidate will have the opportunity to progress onto a professional accountancy / tax qualification at a higher level.
Employer Description:Our team at UHY BPR Heaton in Leeds have been at the centre of advising and supporting a wide range of businesses and private clients in Leeds and the surrounding areas, for many years, in our mission to help our clients prosper.
Located near the Leeds Bradford Airport in Yeadon, we offer a variety of services. Alongside a full suite of accountancy, audit and tax services, management accounts and outsourcing including cloud accounting and payroll services, our team members create value for our clients through individual specialisms, enabling us to provide a high quality and personalised service.
We also provide special advisory services, estate planning and trusts as well as tax planning services and HMRC investigations.
We have a great variety of clients in the Leeds and the wider Yorkshire area, and provide accountancy services for businesses, small and large, spanning multiple sectors.Working Hours :Monday to Friday, 9am to 5pmSkills: 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,Commercial awareness,Willingness to undertake AAT,Excel skills,IRIS/Sage/Xero knowledge,Punctual,Time management skills....Read more...
In this role, you will assist the Financial Services Assistant in the timely and accurate production of monthly, quarterly and annual accounts, including:
Ensure all postings related to accounts payable, accounts receivable, and payroll are made accurately and within the agreed-upon deadlines
Assist in the Agreement of Balances exercise between the Trust and other NHS bodies to agreed deadlines
Collate paperwork in a timely and accurate manner, ready for approval for CHAPS and BACS payments as and when required
Answer queries, referring to the line manager for advice when required
Ensure all queries are responded to efficiently and effectively
Review non-purchase order invoices as and when required
Process journal entries as part of the month and year-end procedures
Maintain clear and accurate working papers
Training:
You will carry out your training within the workplace whilst attending college or via Teams
At the end of your apprenticeship, you will receive a Financial Services Level 3 Apprenticeship
Training Outcome:
Once qualified, this could lead to a permanent position within Hampshire and Isle of Wight Healthcare NHS Foundation Trust, which could lead to many other areas
Employer Description:Hampshire and Isle of Wight Healthcare NHS Foundation Trust is a newly established organisation that brings together expertise from mental health, learning disabilities, community, and physical health services. We are dedicated to delivering compassionate, high-quality, and accessible care to the diverse communities of Hampshire and the Isle of Wight. With over 13,000 dedicated staff working across more than 300 sites, we place patients and staff at the centre of everything we do. Our goal is to create an integrated healthcare system that improves accessibility and ensures more consistent patient care. By working together, we aim to improve patient outcomes, drive innovation, and meet the unique needs of the populations we serve. Our Trust unites services from Southern Health, Solent NHS Trust, and Isle of Wight NHS Trust. Join us as we embark on this exciting journey to shape the future of healthcare across Hampshire and the Isle of Wight. We are deeply committed to our CARE values of compassion, accountability, respect, and excellence, and we offer outstanding opportunities for career development, training, and collaborative working.Working Hours :Monday- Friday, Flexible working. Shifts to be confirmed.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....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...
Company OverviewThe Opportunity Hub UK is recruiting on behalf of an innovative financial services firm specialising in illiquid markets. This independent organisation is renowned for delivering best-in-class financial solutions within sales, trading, and advisory, particularly for institutional and high-net-worth clients. Established in 2009, the firm has extensive expertise in trading distressed debt, credit securities, and other illiquid assets, consistently adding significant value by addressing complex liquidity and execution challenges.Experienced Back Office Support – Fixed IncomePosition: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob OverviewWe’re looking for an experienced back-office professional to support essential fixed income transactions and operations. This role is an excellent opportunity for someone with established experience in financial operations and a strong grasp of fixed income products and settlement processes. As an Experienced Back Office Support – Fixed Income, you’ll contribute to the smooth operation of the firm’s fixed income activities.Here’s What You’ll Be Doing:Trade Booking and Confirmation: Managing the booking and confirmation process for complex fixed income trades, ensuring timely and precise handling.Settlement and Reconciliation: Overseeing settlement activities and conducting reconciliations to resolve any discrepancies effectively.Compliance and Regulatory Reporting: Ensuring that all fixed income transactions comply with regulatory standards, including comprehensive record-keeping and reporting.Process Improvement: Identifying and implementing best practices to enhance operational efficiency.Client and Counterparty Management: Serving as the primary contact for clients, brokers, and counterparties to resolve trade-related issues.Technical Support: Leveraging industry-standard software to support fixed income transactions and reporting needs, providing troubleshooting as needed.Here Are the Skills You’ll Need:Experience: At least 3 years in a back-office role, ideally with exposure to fixed income or related financial products.In-Depth Knowledge of Fixed Income Products: Solid understanding of bonds, loans, structured products, and general market practices.Regulatory Knowledge: Familiarity with compliance standards pertinent to fixed income trading and settlement processes.Analytical Skills: Strong ability to analyse discrepancies and troubleshoot operational issues.Technical Proficiency: Proficiency with industry tools such as Bloomberg, TradeWeb, and advanced Microsoft Excel.Communication and Interpersonal Skills: Excellent communication skills for engaging with internal and external stakeholders effectively.Work PermissionsYou must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here Are the Benefits of This Job:Competitive Salary: Offering a strong salary with performance-based incentives.Industry Exposure: Gain valuable exposure to a diverse array of fixed income products and industry practices.Career Development: Support for continuous professional development and career growth opportunities.Why Pursue a Career in Fixed Income Back Office Support?A career in fixed income back office support provides essential experience in the financial services sector, developing highly transferable skills in trade operations and regulatory compliance. Working in fixed income offers a unique perspective on market mechanisms, enabling you to gain expertise in managing and supporting complex transactions. This role opens pathways for advancement within the financial industry, especially in finance and operations.....Read more...
