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Apprentice Financial Services Administrator

Administrative Support Assist with the preparation and processing of financial documentation, such as client applications, agreements, and account updates. Maintain accurate records in line with company policies and regulatory requirements. Process applications for Mortgages: including, Product Transfer and Deposits. Support the management of client files, ensuring all information is up to date and securely stored.  Stakeholder Interaction Provide a high standard of service when ....Read more...

Apprentice Customer Support Assistant

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. We are offering a starting salary of £16,000 to £18,000. The candidate will be enrolled on this programme which is specifically d ....Read more...

Senior Finance Officer

Senior Finance Officer Local Authority Bradford Central Bradford Location Hybrid Working Available Monday to Friday 09:00 - 17:00 This is an ongoing contract for 3 – 6 months 37 Hours per week (Full Time) £18ph UmbrellaTo provide a professional finance and management information service to services / departments throughout the Trust ensuring principles of best value, value for money and risk management are embedded in service delivery. To undertake complex pieces of accountancy work and t ....Read more...

Client Administrator Apprentice

You will be working within the Financial Advisers managing client information, account setup and assisting clients. Manage general office procedures to ensure processes and duties in the office flow efficiently Ensuring smooth and efficient operations that directly impact client satisfaction and the overall success of an organisation. Main Responsibilities/Accountabilities: Office Management: Provide administrative support to the financial advice team Diary management – booking in ....Read more...

Junior Back Office Support – Fixed Income

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 O ....Read more...

Finance Analyst

Job Description: Do you have an interest in business decision support and financial control? Our client, a reputable Investment Management firm, is seeking a Financial Analyst to join their team in Edinburgh on a permanent basis. The successful candidate will ensure the timely and accurate completion of reporting and accounting assignments. Essential Skills/Experience: Minimum 2:1 degree qualification or equivalent Part or newly qualified in either ACCA, CIMA, ICAS, ICAEW Financial s ....Read more...

Financial Services Administration Apprentice

This apprenticeship is ideal for someone looking to start a career in financial services. You’ll receive structured training, practical learning opportunities, and the chance to work alongside experienced professionals in a collaborative and supportive environment.  Key Duties: Assisting with the production of accurate client portfolio valuations statements Preparing new business and managing advisers annual review processes Assisting the Business Processing Administrator with s ....Read more...

Financial Assessment and Inclusion Officer

Financial Assessment and Inclusion Officer Duration: Initially 3 months Hours: 36 hours per week Rate: £22 umbrella an hour (£18 PAYE an hour) Requirement: Hybrid – 2 days in the office (Thursday and another day) Sutton Council are looking for a Financial Assessment and Inclusion Officer to join their Social Services. Responsibilities: Assessing, checking, verifying and processing Financial Assessments. To ensure the correct calculation of client contribution. To minimize incorrect ....Read more...

Mortgage Administrator Apprentice

This role includes but is not limited to the following duties: - Answering the telephone. Checking client documents prior to application submission. Processing mortgage applications for clients, all data to be entered 100% accurately. Sending out documentation to clients. Submitting paperwork to product providers. Chasing providers, to ensure that products are in place within the required timescales. Closing off files upon completion, scanning and shredding. Assisting colleagues with a ....Read more...

Head of Compliance Monitoring

Job Description: Do you have experience working in a compliance or assurance function within financial services, and designing and completing monitoring plans? Our client, a financial services firm, has a fantastic opportunity for Head of Compliance Monitoring to join the team on a permanent basis in Newcastle. Skills/Experience: Experience of working in a compliance or assurance function within financial services. Experience designing and completing monitoring plans. Strong knowledge ....Read more...

Financial Planning Administrator Apprentice

Maintaining client data on our back-office system Process new business, which includes anti money laundering checks and follow through to completion of the application process either paper or electronic, liaising with clients and providers where appropriate Processing fund switches and withdrawals Sending Letters of Authority (LOA) and following up with the providers Assisting colleagues with their administration and dealing with telephone and postal queries Preparing for client meetings, ....Read more...

Financial Support Administrator Apprentice

This role will challenge you to bring out your very best attributes.  Integrity and trust are paramount and we would expect you to bring energy and a passion to learn.  You will be trained and involved in all aspects of the business to grow and develop into a career within our Financial Services Practice. We will provide ongoing training and will support you in your journey though the apprenticeship scheme. You will need to have initiative to work on your own as well as part of a team, ....Read more...

Financial Assessments Review Officer Apprentice

Carry out financial assessments reviews and annual reviews under the Council’s Charging Policies and other legal frameworks, through desk-based work, in accordance with defined legislation, procedures and timescales so the Council may correctly charge for social services care packages, respite and residential care. Following process and procedure as per the Care Act 2014. Being able to communicate with colleagues and customers in an easy-to-understand language. To proactively identify ....Read more...

Finance Planning Analyst

Job Description: Do you have an interest in business decision support and financial control? Our client, a reputable Investment Management firm, is seeking a Finance Planning Analyst to join their team in Edinburgh on a permanent basis. The successful candidate will ensure the timely and accurate completion of reporting and accounting assignments. Essential Skills/Experience: Minimum 2:1 degree qualification or equivalent Part or newly qualified in either ACCA, CIMA, ICAS, ICAEW Fina ....Read more...

Head of Strategy, Treasury and Pensions

Responsibilities To lead the Council’s financial planning function to deliver a comprehensive, high quality, cost effective and timely service. To prepare reports for officers and Members on all financial planning and budgeting issues up to and including the annual report. To ensure that all relevant issues are reflected in financial plans and budgets. To ensure capital and revenue planning are fully integrated To be the lead interface with external bodies To oversee the management o ....Read more...

Business Administration Apprentice

Duties/main responsibilties include: Responding to complex enquiries from customers, Financial Advisors, Representatives and Management Companies received via post, email and web Responses can be written or verbal and must be of a high standard adhering to Management Company style guides using all core systems Review department procedures to ensure they are up to date and to comply with regulations Demonstrate your flexibility in response to the challenging, changing environment Strive to ....Read more...

Mortgage and Protection Administrator Apprentice

As an Apprentice Mortgage and Protection Admin at BatesWilcox, your day-to-day responsibilities will include: Client Interaction: Assisting clients with their mortgage and protection queries, both in person and over the phone. Documentation: Preparing and managing paperwork for mortgage applications and protection policies. Data Entry: Updating client information and maintaining accurate records in the system. Support: Providing administrative support to mortgage advisors and protection sp ....Read more...

Float Executive Assistant

Job Description:. Our client, an investment bank in Canary Wharf, is recruiting for a Float EA on an initial 12-month temporary basis. The role has a hybrid model of a minimum of 4 days per week in the office. If you have previous financial services experience and enjoy working within fast paced environments, we’d love to hear from you. Skills/Experience: Proven experience within a similar Float EA/PA role Previous financial services experience Strong MS Office skills and e ....Read more...

Level 6 - Leeds Quantity Surveying Degree Apprenticeship - 2025

You will assess the financial impact and profitability of construction projects. You will become an expert in the art of costing a building at all stages. Not only that, but you’ll also ensure that each project meets legal and quality standards. You will be working on construction projects from the very start. You’ll gain hands-on experience in everything from cost planning and contract administration to procurement and financial reporting. Training: Construction Quantity Surv ....Read more...

Accountancy Apprentice

Bookkeeping Reconciling Bank Accounts VAT Assist with month-end procedures and management reporting Assist with preparation of year-end accounts Training: Advanced Diploma - AAT Level 3 Advanced builds on the knowledge gained in the Foundation level If you work in accounts or have studied accountancy before, you may be able to start at this level You’ll learn complex accounting techniques, and master a number of accounting disciplines including financial processes, advanced bookk ....Read more...

Support Broker

Support Broker Duration: Initially 8 months Hours: 36 hours per week Rate: £21 umbrella an hour (£17 PAYE an hour) Sutton Council are looking for a Support Broker to join their Brokerage Team within their Adult Social Care Area. Responsibilities: Arrange a range of care services for customers in their own homes or in bed based residential care at the request of Social Workers. With the Social Worker’s support plans, you will arrange packages in negotiation with service users or thei ....Read more...

Accounts Apprenticeship

We are seeking a motivated and detail-oriented Apprentice Accountant to join our team. This role is ideal for someone looking to start a career in accountancy while studying towards a professional qualification. The successful candidate will gain hands-on experience in bookkeeping, tax returns, financial reporting, and other key areas of accounting. Key Responsibilities: Assisting with the preparation of financial statements and accounts. Processing invoices, payments, and expenses. S ....Read more...

Mortgage Administrator Apprentice

• Mortgage compliance administration – keying mortgage application data and producing documents detailing advice given from mortgage brokers• Mortgage application processing – speaking to mortgage lenders, requesting updates and checking timescales• Case progression – speaking to solicitors, ascertaining when cases are expected to complete and whether all documentation has been received• General office work – taking calls, booking appointments, file ma ....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...

Business Administration Apprentice

Managing emails, phone calls, and scheduling appointments. Maintaining records and processing documents. Assisting with customer service and client communications. Supporting day-to-day office operations. Handling confidential information with discretion. Improving office processes and administrative efficiency. Assisting with financial or compliance-related tasks as needed. Training:Apprentices will be allocated a Trainer Assessor and training will beplanned and delivered in conjunctio ....Read more...

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