Mortgage administration
Investment research
General office adminstration
Answering the telephone
Speaking to mortgage lenders and clients
Inputting data
Scanning
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
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:
Successful completion of this apprenticeship may lead to opportunities to further develop with other apprenticeship programmes and qualifications
Employer Description:Archers Financial Services was established in 1991 and is today a leading provider of professional and independent financial advice in North London.
We deal with all aspects of financial planning with a particular emphasis on the mortgage, life assurance, pension and investment markets.Working Hours :Monday - Friday, 9.15am - 5.15pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Smart presentation,Willing to learn new things,Good telephone manner....Read more...
SAP Analytics Cloud (SAC) Planning Lead Consultant
Industry: Financial Services
Location: Dublin, Ireland (on-site preferred)
Contract: 6 months initial + extension option
The Role We are seeking an experienced SAP Analytics Cloud (SAC) Planning Lead Consultant to lead an enterprise-wide planning and reporting transformation for a Financial Services client.
You will be responsible for designing and delivering integrated planning solutions using SAP Analytics Cloud and SAP Datasphere, enabling advanced scenario modelling and real-time integration with S/4HANA and other data sources.
Key Responsibilities
- Lead the design and implementation of SAC planning models, including:
- P&L, workforce, project, and depreciation planning
- Develop scenario modelling frameworks and value-driver trees for fund management planning
- Integrate SAC planning models with SAP Datasphere for real-time data connectivity and harmonisation
- Work closely with business stakeholders to gather requirements and translate them into robust planning solutions
- Ensure data governance, consistency, and best-practice model design across SAC and Datasphere
- Support advanced simulations and what-if analysis for profitability and cost-impact assessments
- Provide guidance on SAC planning best practices, version management, and data actions
Required Skills & Experience
- 8+ years experience in financial planning and reporting
- Strong hands-on expertise with SAP Analytics Cloud (Planning), including data actions and advanced formulas
- Practical experience with SAP Datasphere for data integration and modelling
- Solid understanding of:
- Fund management processes
- AUM-based fee structures
- Cost allocation methodologies
- Excellent stakeholder management, communication, and documentation skills
Desirable
- Background in Financial Services or Asset Management
- SAP certifications in SAC Planning and/or SAP Datasphere
- Exposure to S/4HANA Finance and integration with enterprise planning tools
ð Location: Ireland (Dublin)
ð®ðª Candidates must be based in Ireland or Europe and eligible to work on-site....Read more...
Job Summary:
You will be a key member of the finance team, responsible for overseeing and supporting various financial operations to ensure accurate and timely financial reporting and administration. This role involves assisting with daily financial tasks, managing accounts, and providing analytical insights to support the finance team and the broader organisation. You will also contribute to the development of financial policies and procedures, liaise with other departments, and handle inbound calls related to financial enquiries. You will also be enroled in an Accounting and Finance Manager Degree Apprenticeship with Teesside University.
Responsibilities:
Financial Administration Support: Provide efficient support to the finance team, including handling accounts payable, accounts receivable, treasury management, and data entry using Sage 50.
Reporting: Prepare and deliver financial reports on a daily, weekly, and monthly basis, ensuring accuracy and timeliness.
Analytical Assistance: Assist the head of finance in drawing up analytical conclusions on performance, contributing to the understanding of financial metrics and trends.
Policy Development: Collaborate with the business to improve and develop financial policies and procedures, ensuring they align with organisational goals and compliance requirements.
Interdepartmental Liaison: Work closely with other departments to support their financial needs and ensure effective communication and coordination across the organisation.
Financial Administration Maintenance: Ensure that all financial administration tasks are up-to-date, maintaining accurate and organised records.
Ad Hoc Project Work: Undertake ad hoc projects as required, managing them within specified timeframes to support various business needs.
Inbound Call Handling: Manage and respond to inbound calls related to financial enquiries, providing accurate information and resolving issues as needed to ensure customer satisfaction and efficient financial operations.
Personal Attributes:
You should have good telephone manners, be friendly, confident and be able to work under high pressure. You should be able to take instructions, follow procedures and adhere to rules and plans. You should also be able to use your own initiative to put forward ideas to the team and contribute 110% to your working day.Training Outcome:Potential permanent position may be available upon successful completion of the apprenticeship program.Employer Description:Unity World delivers B2B IT Support, Cloud Services, Telecommunications, Internet, VoIP, Hardware and Bespoke Software - Based in MiddlesbroughWorking Hours :Monday - Friday.
Shift patterns TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Initiative....Read more...
Senior Database Administrator – Banking Technology – Linz / Hybrid
(Key skills: Oracle, SQL Server, Database Administration, Performance Tuning, Backup & Recovery, High Availability, Disaster Recovery, Cloud Migrations, PL/SQL/T-SQL, Monitoring & Troubleshooting, Data Security, Financial Services)
Are you a seasoned database expert with a passion for ensuring mission-critical systems run at peak performance? Do you want to apply your technical leadership to support robust, secure and highly scalable platforms within a fast-paced banking environment? If so, this is your chance to take on a senior database role at the heart of a financial services technology team.
Our client, a respected banking and financial services institution, is looking for a Senior Database Administrator to maintain, optimise and evolve its enterprise database estate. You will play a critical role in ensuring the performance, reliability and security of the data platforms that underpin key banking applications — from customer portals and risk systems to payments and analytics engines.
As Senior Database Administrator, you will take ownership of database architecture, installation, configuration, patching and upgrades across production and non-production environments. You’ll proactively monitor and tune database performance, implement and refine backup and recovery strategies, and support high-availability and disaster recovery solutions that meet the stringent requirements of the financial sector. You’ll work with both Oracle and SQL Server platforms, bringing deep expertise in SQL, PL/SQL/T-SQL, and database internals.
You’ll collaborate closely with cross-functional teams — including development, infrastructure, security and operations — to ensure changes are deployed smoothly, performance is optimised and risks are mitigated. Your responsibilities will include troubleshooting complex issues, conducting root-cause analysis, maintaining documentation, and shaping standards and best practices for database governance, compliance and security.
The ideal candidate will have extensive experience in large-scale production environments, ideally supporting banking, finance, or other highly regulated sectors. You’ll be comfortable managing high-transaction workloads with a focus on uptime, predictable performance and data integrity. Experience with cloud migrations or hybrid cloud databases (e.g., AWS RDS, Azure SQL, Oracle Cloud) is highly desirable.
This is an outstanding opportunity to join a forward-thinking team where your expertise will directly impact business continuity, platform resilience and customer satisfaction. You’ll be part of an organisation that values technical excellence, continuous improvement and collaborative problem solving — all within the rewarding context of financial services.
Location: Linz, Austria / Hybrid working
Salary: €50,000 – €80,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Austria.
NOIRAUSTRIAREC
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Assisting with the processing and verification of invoices and payments, ensuring accuracy and compliance with financial procedures
Supporting the maintenance of financial records and systems, including data entry, filing, and document management
Providing administrative support to the Appointees and Deputyship function, including handling correspondence and updating client records
Assisting the Children’s Finance team with payment administration, including foster care allowances and other related payments
Responding to internal and external enquiries in a professional and timely manner, escalating issues where appropriate
Supporting general office administration, including the preparation of reports, monitoring shared inboxes, and contributing to process improvements
Training:
Advanced Business Administration Standard
Functional Skills in maths, English if required
On-programme learning to include knowledge, skills and behaviours relating to all aspects of business administration
Regular training and development sessions to meet the needs of the employer and the apprentice
Training Outcome:
Potential future job opportunities for the successful candidate with Hull City Council
Employer Description:The General Accounting Team provides essential transactional financial support across all services within the Council. The team is made up of three key functions: Central Payments, Appointees and Deputyship, and Children’s Finance. Together, these teams ensure that public funds are managed accurately, transparently, and in line with statutory and financial regulations.
The Central payments team is responsible for processing trade supplier invoices for the whole of Hull City Council. Invoices are paid against purchase order numbers utilising a 3-way matching system.
The Appointees and Deputyship team deliver financial support to members of the public who lack capacity to manage their own finances. This includes receiving benefits, securing property and assets, and paying bills on behalf of the client, whilst always maintaining accurate financial records and ensuring all moneys are appropriately accounted for.
Children’s Finance is responsible for managing and facilitating payments to carers who support Looked after children. This includes payments for foster care, allowances, and other associated costs.Working Hours :Monday to Friday, working hours to be agreed.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Excellent interpersonal skills,Friendly manner....Read more...
FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.The role This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation. You’ll play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions — making this a highly visible and influential position within the finance function.Financial Planning & Analysis • Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership • Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives • Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions • Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis • Prepare presentations and analysis for senior management and investors • Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information. • Working with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings. Financial integration • Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post deal • Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues • Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks • Manage the consolidation of accounting and reporting systems • Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions Data, systems and process improvement • Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy • Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems • Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation • Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning processOther ad hoc projects• Assist in the group audit of new acquisitions in the year • Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.)• Readiness reviews in advance of Group exit from current PE cycleAbout you• Hold an ACA (or equivalent) qualification• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions. • Strong communication skills, both verbal and written• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation is essential• Technically strong with a good depth of understanding and experience of financial reporting • Experience of improving processes and control environments• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment• Experience in working with subscription business metrics (ARR, NRR, churn etc) preferableJoin us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
FP&A and Financial Integration Analyst Location: 3 Days Wilmslow HQ, 2 days from home Salary: CompetitiveHeadquartered in Wilmslow and established in 1995, the Citation Group of companies is a growing professional services and compliance business employing over 600 people. The product delivers valuable HR, Employment Law, Health & Safety, ISO and Electrical Safety products and services to over 120,000 SMEs across the UK, Australia and Canada. The Citation Group has grown rapidly over the past few years and has big ambitions for the future. As a Private Equity-backed business, the plan is to triple the size of the business over the next few years through both organic growth and acquisitions.The role This is an exciting opportunity for a motivated and analytical finance professional to join a high-growth business as an FP&A and Financial Integration Analyst, reporting directly to the FP&A Director. In this pivotal role, you will combine forward-looking financial analysis with hands-on integration support, shaping the financial strategy and performance visibility of a rapidly expanding organisation. You’ll play a key role in driving planning accuracy, supporting strategic decision-making, and ensuring seamless financial integration across new acquisitions — making this a highly visible and influential position within the finance function.Financial Planning & Analysis • Lead or support the preparation of annual and half-year forecasts, collaborating closely with senior leadership • Develop and maintain dynamic financial models to evaluate business scenarios, investment cases and strategic initiatives • Maintain rolling forecasts that provide management with up-to-date financial visibility, incorporating key performance indicators and business assumptions • Analyse monthly results versus budget, forecast and prior periods, providing concise and insightful commentary on performance drivers and variance analysis • Prepare presentations and analysis for senior management and investors • Responsible for the financial consolidation of both budgets and actuals, including commercial KPIs, financial statements and additional key stakeholder information. • Working with the divisional finance teams regarding the preparation of financial information in line with Group standards and timings. Financial integration • Collaborate with the Corporate Development team, divisional finance stakeholders and external advisors pre-acquisition, evaluating historical financial results, financial team structure and current accounting policies• Review and input into the financial modelling for new acquisitions, including sensitivities, integration costs, key modelling assumptions, synergy calculations and how these impact the Group post deal • Identify potential financial and operational risks that could impact integration, including accounting policy differences, tax exposure and data quality issues • Lead and coordinate the integration of new entities into the Group, ensuring a smooth transition across reporting, planning and control frameworks • Manage the consolidation of accounting and reporting systems • Monitor synergy realisation, integration costs, and the financial performance of newly acquired businesses against pre-deal assumptions Data, systems and process improvement • Maintain and enhance forecasting and reporting tools to improve efficiency and accuracy • Identify opportunities to automate reporting processes and ensure the accuracy, consistency, and reliability of financial data across systems • Review and refine FP&A processes to strengthen planning accuracy, reduce manual effort, and enhance insight generation • Support compliance with corporate financial policies, controls, reporting standards, ensuring data quality throughout the planning processOther ad hoc projects• Assist in the group audit of new acquisitions in the year • Involvement in Group reorganisation projects (liquidations, restructures, hive-ups etc.)• Readiness reviews in advance of Group exit from current PE cycleAbout you• Hold an ACA (or equivalent) qualification• A curious and critical thinker; a self-starter who digs into information and data to uncover insights and drive smarter financial decisions. • Strong communication skills, both verbal and written• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation is essential• Technically strong with a good depth of understanding and experience of financial reporting • Experience of improving processes and control environments• Ability and desire to work in a fast-paced and ever-evolving Private Equity environment• Experience in working with subscription business metrics (ARR, NRR, churn etc) preferableJoin us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
Senior IT Security Architect – Financial Services – Lugano / Hybrid
(Key skills: IT Security Architecture, Cybersecurity, Security Frameworks, Cloud Security, Network & System Security, Identity & Access Management, Secure Design, Threat Modelling, Security Standards (ISO 27001, NIST), Risk Management, Architecture Governance, Stakeholder Advisory)
Are you an experienced security architect with a passion for designing robust, scalable and compliant security solutions in complex environments? Do you want to work at the forefront of protecting critical financial services platforms and customer data? If so, we have an exciting opportunity for you to influence security strategy and shape secure architectures at scale.
Our client, a highly reputable financial services organisation, is seeking a Senior IT Security Architect to lead the design and implementation of enterprise-level security architectures across business-critical systems. You will play a strategic role in shaping how secure digital services are delivered across the organisation, advising on security standards, controls and optimisations that protect both customers and internal operations.
As Senior IT Security Architect, you will partner with cross-functional teams including cloud engineering, software development, infrastructure, risk and compliance. You will define secure architecture patterns for both on-premise and cloud services, review designs and implementations, and ensure alignment with regulatory and internal security requirements. You’ll be instrumental in developing threat models, conducting security risk assessments and embedding secure design principles into project lifecycles.
In this role, you will develop security reference architectures, recommend security controls, and guide technical teams on secure implementation practices. You will be a trusted advisor to senior stakeholders, providing insight on emerging threats, vulnerability mitigations and compliance obligations. You’ll help maintain and enhance the organisation’s security frameworks and contribute to continuous improvement of security governance and monitoring capabilities.
The ideal candidate will bring extensive experience in security architecture — particularly within financial services, banking or other regulated sectors — and a strong understanding of security frameworks such as ISO 27001, NIST, OWASP and CIS Controls. You’ll be comfortable working with cloud platforms (e.g., Azure, AWS), identity and access management solutions, encryption technologies and enterprise networking/security stacks. Your ability to communicate complex security concepts to both technical and non-technical stakeholders will be key to your success.
This is a rare opportunity to own security architecture for an organisation where digital innovation, data protection and security best practices are integral to the business strategy. You’ll join a collaborative team that values experience, initiative and leadership — and you’ll have significant influence over the future of secure technology delivery.
Location: Lugano, Switzerland / Hybrid working
Salary: CHF 100,000 – CHF 120,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Switzerland.
NOIRSWITZERLANDREC
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You’ll spend most of your time working alongside experienced colleagues, learning relevant and valuable skills, and contributing to exciting projects whilst also following an established apprenticeship program, graduating after four years with a Level 6 Financial Services Professional Apprenticeship, which includes a Degree in Applied Finance.
Apprentices evolve during the program based on their career aspirations and depending on how quickly their technical and soft skills develop. We encourage apprentices to take advantage of employee networks, mentorship and all other resources made available to them to accelerate their career. Successful apprentices will continuously relate what they are learning with their work at Bank of America, as they progress through their degree program.
Our COO teams operate at the centre of the world’s debt and equity markets. They provide sales and trading services, liquidity, hedging strategies and industry-leading insights, analytics, and competitive pricing to more than 9,000 institutional clients across six continents.
As an Apprentice within COO, you will have a unique opportunity to delve into financial markets and understanding the wide array of products we offer to our client base from Bonds, Currencies, Commodities, Mortgages and much more. You will be working closely with experienced and supportive colleagues on suggesting and implementing improvements on strategic business initiatives and projects to help drive growth. In addition (but not limited to) you may be asked to help with supporting and preparing business case and presentation materials; building and nurturing advisory relationships; identifying issues, developing hypotheses, and communicating insights and recommendations to key decision makers and develop comprehensive and in-depth understanding of our business and external market forces.
Responsibilities
As an Apprentice, your key tasks and responsibilities may include but are not limited to:
Working on several projects at once and being effective as an individual and as part of a team
Documentation and review, including deal files and other legally required documentation
Preparation of senior management presentations and other materials for internal clients
Communication and interaction with team members and senior leaders across the Global Markets COO teams
As the successful applicant, you will have the following behaviours and competencies:
The desire to learn with demonstrable evidence of self-learning outside of studies
Be able to display clear motivation for exploring a career within financial services
Be able to demonstrate capacity for creative thinking, problem solving and the ability to deal with competing priorities
Effective communication and interpersonal skills, and ability to interact with a variety of people
Display evidence of strong teamwork
Training Outcome:Upon completion, there are a number of careers which an apprentice can choose depending upon their interest. Employer Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Working Hours :Monday to Friday between 9am to 5pm.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...
Liaising with clients and obtaining information and documentation in order to update files
Dealing directly with the lender, estate agents and solicitors for day to day updates and communicating this to all parties
Helping existing clients to update their online portal
General office duties (taking calls, helping on reception, filing and arching old data)
Helping complete mortgage application data for pre-submission checks
Organising diary and scheduling appointments
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:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:
Permanent post to potentially progress to full CeMAP and then at a later stage Mortgage adviser or Insurance adviser
Employer Description:With over 30 years of experience, Nick Green is a seasoned advisor who qualified in 1995. As part of Alternative Estates & Financial Services Limited, we have direct access to a wide array of mortgage options, saving you the hassle of sifting through countless deals.
Our mortgage advisory service is tailored to meet your specific requirements. Whether you're a first-time buyer, look for a new mortgage deal and buy a rental property, Nick and his dedicated support team will diligently search the mortgage market on your behalf. We have access to an extensive range of options, including exclusive deals made possible through our membership with one of the UK's leading financial services networks Primis.
We are committed to guiding you through the entire process, from identifying the ideal mortgage solution and managing paperwork with your lender to communicating with your estate agents, solicitors, surveyors, and more. As our valued client, you will have access to our secure personal finance portal, where you can conveniently update your details, communicate with us through messages, and securely upload necessary documents.Working Hours :Monday to Friday 9am to 5pm, plus one Saturday per month with a day off during that week.Skills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative....Read more...
You will support the day-to-day operations of the finance department, developing experience in bookkeeping, banking, billing, and credit control within a fast-paced professional services environment.
Main Duties:
Monitor and manage the shared Accounts email inbox, responding to queries and escalating where appropriate.
Set up client and office account payments in the Bankline system.
Accurately process high volumes of financial transactions within our case management system and Xero accounting software.
Assist with interim and search fee billing, ensuring all relevant spreadsheets are updated correctly.
Support the Legal Cashiers with day-to-day financial operations and ad hoc finance tasks.
Assist with bookkeeping entries, including posting journals and maintaining accurate financial records.
Perform daily bank reconciliations as allocated, investigating and resolving discrepancies.
Support the Credit Control function, including chasing outstanding payments where required.
Respond to Fee Earner (Conveyancing Executive) and client ledger queries in a professional and timely manner.
Maintain accurate financial records in line with internal controls and regulatory requirements.
Provide general administrative support to the Finance Team as required.
Carry out any other reasonable duties as requested by the Finance Manager in line with the role.
Support with any other duties necessary with the level of responsibility of this role as needed.
Company Benefits:
Enhanced annual leave allowance including birthday leave.
Casual Fridays: Employees can enjoy a relaxed dress code and complimentary lunch monthly on Fridays.
Personal Development Plan tailored for your development
Supportive Culture: A friendly, family-like atmosphere with a focus on employee well-being and career development.
Free eye tests and discounted eyewear.
Reward and recognition scheme: Employee of the month.
Training:Level 2 Accounts and Finance apprenticeship standard.Training Outcome:Upon completion of your apprenticeship, there will be an opportunity to progress into Finance Assistant role within the Finance Team.Employer Description:New Homes Law is a leading, dynamic, client-focused legal services provider specialising in residential property transactions across the UK. Their modern, forward-thinking approach combines expert legal advice with cutting-edge technology, ensuring an efficient and transparent journey for every customer. At New Homes Law, we invest heavily in innovation, professional development, and customer satisfaction, making them a trusted partner in the property sector and an exceptional place to build your career. The finance team is a team of 4 and the business has 40 employees.Working Hours :Monday to Friday, from 9:00am to 5:00pm.Skills: IT skills,Attention to detail,Logical,Team working....Read more...
Financial AdvisorSilsden, West Yorkshire£50,000 - £55,000 basic + bonus + benefitsOTE £60,000+ | Immediate start availableAn excellent opportunity has arisen for an experienced Financial Advisor to join a well-established and growing firm in Silsden. You will inherit an existing client bank and work closely with an in-house team of administrators and paraplanners, allowing you to focus on what you do best – advising clients and developing long-term relationships.This role offers a strong basic salary, uncapped earning potential and the support of a highly experienced back-office team.The RoleYou will provide holistic financial advice to an established client base across Yorkshire, covering:
InvestmentsPensions and retirement planningTax planningProtection and insurance solutions
The role will involve a mix of face-to-face and telephone-based advice, delivering tailored solutions to meet each client’s individual circumstances and goals.Key responsibilities
Conducting in-depth reviews of clients’ financial circumstances, current arrangements and future objectivesAnalysing client information and preparing suitable financial plans and recommendationsCompleting detailed risk assessmentsResearching the market and recommending appropriate products and servicesDesigning and implementing financial strategiesSupporting clients to make informed financial decisionsMaintaining accurate and compliant client recordsReviewing and responding to clients’ changing needs and circumstancesLiaising with product providers, head office and other professionals (e.g. solicitors, estate agents)Keeping up to date with financial products, legislation and regulatory requirementsProducing clear and compliant financial reports
About you
Level 4 Diploma qualified in Financial Planning (minimum requirement)(Chartered status advantageous but not essential)2 to 5 years’ experience as a Financial AdviserStrong knowledge of investments, pensions, tax planning and protectionExcellent communication and relationship-building skillsSelf-motivated, professional and well-organisedConfident working independently while also contributing to a team environment
What is on offer:
£50,000 to £55,000 basic salary (depending on experience and qualifications)Bonus structure + OTE £60,000+Existing client bank providedFull administrative and paraplanning supportSupportive, established business with genuine long-term career prospectsBenefits package to be discussed at interview stage
Interested? Please apply with your updated CV. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
JOB DESCRIPTION
Job Purpose
The PCG Consolidation 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 generally ranges between $80,000 and $95,000. The range is an estimate based on potential employee qualification operations, needs, and other considerations permitted by law. In addition to career advancement and growth, continuous training, and mentoring opportunities, Stonhard offers an excellent comprehensive health plan and financial benefits program including but not limited to, paid holidays, paid time off, 401(k) with company match, Company Pension Plan and Stock Purchase Plans.
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...
You’ll spend most of your time working alongside experienced colleagues, learning relevant and valuable skills, and contributing to exciting projects whilst also following an established apprenticeship program, graduating after four years with a Level 6 Financial Services Professional Apprenticeship, which includes a Degree in Applied Finance.
Apprentices evolve during the program based on their career aspirations and depending on how quickly their technical and soft skills develop. We encourage apprentices to take advantage of employee networks, mentorship and all other resources made available to them to accelerate their career. Successful apprentices will continuously relate what they are learning with their work at Bank of America, as they progress through their degree program.
Our Global Markets team operate at the centre of the world’s debt and equity markets. They provide sales and trading services, liquidity, hedging strategies and industry-leading insights, analytics, and competitive pricing to more than 9,000 institutional clients across six continents.
As an Apprentice within Global Markets, you will have a unique opportunity to delve into financial markets and understanding the wide array of products we offer to our client base from Bonds, Currencies, Commodities, Mortgages and much more. You will be working closely with experienced and supportive colleagues on suggesting and implementing improvements on strategic business initiatives and projects to help drive growth. In addition (but not limited to) you may be asked to help with supporting and preparing business case and presentation materials; building and nurturing advisory relationships; identifying issues, developing hypotheses, and communicating insights and recommendations to key decision makers and develop comprehensive and in-depth understanding of our business and external market forces.
As the successful applicant, you will have the following behaviours and competencies:
The desire to learn with demonstrable evidence of self-learning outside of studies
Be able to display clear motivation for exploring a career within financial services
Be able to demonstrate capacity for creative thinking, problem solving and the ability to deal with competing priorities
Effective communication and interpersonal skills, and ability to interact with a variety of people
Display evidence of strong teamwork
Training Outcome:
Upon completion, there are a number of careers which an apprentice can choose depending upon their interest
Employer Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We are devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organisation. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us!Working Hours :Monday to Friday between 9.00am to 5.00pm.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...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually, moving on to telephoning warm leads and making appointments
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:
CeMAP1 – awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 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:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
JOB DESCRIPTION
Tremco Construction Products Group brings together Tremco CPG Inc.'s Commercial Sealants & Waterproofing and Roofing & Building Maintenance divisions; Dryvit, Nudura and Willseal brands; Prebuck LLC; Weatherproofing Technologies, Inc.; Weatherproofing Technologies Canada and PureAir Control Services, Inc. Altogether, Tremco CPG companies operate 21 manufacturing facilities, 6 distribution sites, and 3 R&D/technology sites, and employ more than 2,700 people across North America. We are looking for a Credit Analyst to support the Tremco Roofing & Building Maintenance division. This is intended to be a hybrid position, in which the individual would work both remotely as well as onsite at our Beachwood, OH location.
GENERAL PURPOSE OF THE JOB: Provide a superior level of credit and collection expertise within clear and concise guidelines. Responsible for the collection of A/R and credit review of orders. Must display a high degree of tact, professionalism and cooperation with customers, management, sales force and internal personnel.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Establish credit lines for new and existing accounts Credit release all orders within company policy Collection of all receivables for a specific geographic area Develop payment plans for all past due accounts Assist regional managers in controlling receivables to meet the standards of the division Assess problem accounts and make recommendations Analysis and interpretation of financial statements Prepare monthly receivable commentaries and various reports Maintain knowledge of all bonding and lien laws in assigned states Identify discrepancies in a timely manner
EDUCATION:
Associates degree, BS/BA degree preferred
EXPERIENCE:
Credit and/or customer service background with 1-2 years of credit experience
SKILLS AND ABILITIES:
Must understand state laws, tax laws, timing requirements and types of financial securities Knowledge or understanding of financial statements, perform ratio analysis of customers' financial statements Knowledge of credit/accounting principles, practices, procedures on automated systems Knowledge of SAP and GETPAID a plus
OTHER QUALIFICATIONS:
Must have the ability to assess problem accounts and make recommendations Ability to determine eligibility for materials release to an account who is not financially able to handle the purchase Must exercise good sound business decisions that would not result in a monetary loss to Tremco CPG Inc High degree of flexibility requiring excellent customer service skill and orientation Excellent communication skills with the ability to read, write and communicate fluently in English The salary range for applicants in this position generally ranges between $55,000 and $63,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law.
Benefits:
Tremco offers a variety of benefits to its employees, including not limited to: health insurance, paid holidays, paid time off, 401(k) 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.Apply for this ad Online!....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a leading financial services institution to recruit someone with experience of internal controls/audit and market surveillance knowledge to join them on a permanent basis in a brand new position.
Skills/Experience:
Prior experience in an internal audit/internal controls role within financial services, with hands-on involvement in thematic reviews and control testing.
Deep understanding of compliance principles, control applicability, testing programmes, results analysis and reporting.
Strong knowledge of global markets, corporate banking, securities services and/or treasury products.
Strong analytical skills with the ability to translate findings into clear recommendations.
Experience designing effective risk-based testing approaches.
Solid understanding of the UK regulatory environment and its application to banking.
Excellent communication skills, both written and verbal, with the ability to articulate complex issues clearly.
Proficiency in Microsoft Office and familiarity with specialist compliance tools.
Core Responsibilities:
Contribute to the planning of independent testing and control activities, making use of RCSA outputs, incidents, regulatory updates and other relevant information.
Take ownership of allocated sections of the annual testing plan.
Perform testing, reviews and controls independently or with limited supervision.
Apply a proactive and analytical approach to scoping, executing and documenting reviews.
Maintain a complete audit trail covering all stages of review, testing, reporting and action-plan follow-up.
Challenge first-line control frameworks, including control design, applicability, sampling methodology and rating approach.
Deliver allocated testing reviews within agreed timelines and to required quality standards, ensuring adequate time for management oversight.
Prepare high-quality reports summarising findings and agreed remediation actions.
Liaise with stakeholders to reach agreement on recommendations and track actions through to completion.
Contribute to testing activities performed by colleagues across different regions.
Share and discuss control results with Compliance and business stakeholders.
Escalate significant issues promptly to senior team members.
Assist first-line teams in strengthening their control frameworks.
Contribute to the planning of the annual testing plan by identifying relevant topics.
Support ongoing improvements to the second-line control framework and methodology.
Assist in responding to regulatory or internal audit enquiries.
Support the training of team members where needed.
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: 16304
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...
Supporting day-to-day project coordination, timelines, and action tracking
Preparing meeting agendas, capturing accurate minutes, and following up on actions
Helping maintain project documentation, logs, reports, and status updates
Assisting with project plans, governance processes, and stakeholder communications
Working with teams across Operations, IT, Compliance, Risk, and other departments
Ensuring documents and project assets are organised, accurate, and up to date
Contributing ideas to improve how they deliver and manage projects
Training:Level 3 Apprenticeship in Business Administration consisting of:
Level 3 Apprenticeship in Business Administration
Level 2 Functional Skills in Mathematics (if applicable)
Level 2 Functional Skills in English (if applicable)
You will be required to attend a half-day session with HBTC where you will work towards any functional skills (where needed) that you have to take. Additional off the job training will also be required as part of the apprenticeship. There will also be an end point assessment. Training Outcome:After the apprenticeship, there may be an opportunity for you to advance in the workplace or go on to higher education. Employer Description:Advantage Finance is a growing financial services firm committed to delivering tailored, transparent finance solutions to its clients. With a strong focus on professionalism and integrity, the company supports individuals and businesses by providing practical financial options designed to meet real-world needs.Working Hours :Monday to Friday, 8:30am - 5pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with our regarded client who are looking for a Governance lead to join their business. An excellent opportunity for an experienced individual to join a senior leadership role, offering the opportunity to shape and elevate governance standards across the business.
Skills/Experience:
Essential
Demonstrable experience as a company secretary or senior governance professional within a corporate or regulated environment.
Strong expertise in governance best practice.
Experience supporting Boards and senior committees.
Outstanding communication and relationship-building skills, with the ability to influence effectively at senior levels.
A collaborative and proactive approach, with the skills to deliver in a complex stakeholder environment.
Desirable
Chartered Secretary or Solicitor qualification.
Experience within a financial services or professional body.
Understanding of financial markets.
Exposure to public affairs activity.
Core Responsibilities:
Provide strategic governance advice to Board, Council, Regulatory Board and Committee Chairs.
Maintain and continually develop the organisation’s governance framework, including rules, regulations, manuals and authorities.
Lead and inspire the governance team in delivering high-quality secretariat support.
Oversee operational delivery of General Meetings, elections, member votes and independent appointments processes.
Ensure compliance with governance best practice, legal requirements and relevant regulatory obligations.
Collaborate closely with legal and risk colleagues on compliance, including anti-bribery, modern slavery, sanctions and other related matters.
Act as the governance lead for engagement with external oversight bodies.
Spearhead the organisation’s governance review project and drive continuous improvement.
Provide expert governance input during Board and Committee meetings, advising on implications of policy proposals and decisions.
Ensure all Board, Council and Committee members—along with Executive staff and volunteers—receive appropriate induction and ongoing governance training.
Manage relationships with external service providers such as election administrators and legal advisers.
Build strong internal relationships to support effective implementation of governance requirements.
Oversee budget management for governance activities.
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: 16318
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...
Account Services Manager required to help prestigious global clients across survey planning, cartography, Image processing production, aerial photography, image enhancement, scanning, rectification and photo mosaicking all contributing to accurate geospatial intelligence.
monitoring, mapping and navigation capture, interpret and analyse geospatial data to understand events and make decisions.
The ideal candidate will have government and commercial pre sales or customer success experience of Geospatial Information Systems or GIS, remote Sensing and image processing.
You will support regional key accounts by solution scoping, advocating fit for purpose product, proposal coordination and other customer centric delivery from requirement capture, technical expert consultation to delivery against performance metrics and project milestones.
Experience
Degree or equivalent experience and over three years relevant commercial experience applying GeoInt, GIS, Remote Sensing or Image Processing technologies to client driven projects.
Role
Establish and maintain strong customer relationships, with a focus on proactively identifying and resolving specific areas of concerns.
Work cross functionally driving results.
Business acumen and analytical insight measuring and monitoring customer achievements.
Identify and exploit opportunities to upsell.
Hit deadlines and financial targets.....Read more...
Job Description:
Our client is looking for an experienced individual to join their growing front office team. This is an exciting opportunity to work within a successful financial services environment with a focus on risk and compliance around Suitability. The role can be based out of Edinburgh or London.
Skills/Experience:
Educated to degree level or equivalent professional experience
Experience within a investment management/wealth/banking
Strong knowledge of FCA Suitability requirements and conduct of business rules
Understanding of discretionary portfolio management and wealth planning services
Relevant industry or compliance qualification (e.g. CISI, CFA, ICA or equivalent)
Strong communication, influencing and presentation skills
Client-focused, with the ability to challenge and collaborate effectively with investment professionals
Highly organised, detail-oriented, and motivated
Core Responsibilities:
Support the design and ongoing development of monitoring processes to ensure compliance with regulatory requirements, internal policies, and group standards
Undertake regular monitoring activity, with a strong focus on suitability within discretionary management and wealth planning (e.g. retirement planning, inheritance tax planning)
Produce and enhance MI and KPIs to evidence competence, policy adherence, and positive client outcomes
Assist with resolving breaches of client mandates and escalating where appropriate
Prepare periodic reports for Boards and Committees
Act as a key contact for Suitability queries, providing guidance and training across the front office
Collaborate effectively with Risk & Compliance and other control functions, sharing best practice and driving efficiencies
Contribute to the delivery of key initiatives, including improved use of data and automation to strengthen monitoring processes
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: 16206
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...
FINANCE ANALYST / FINANCE BUSINESS PARTNER / FP&A ANALYST
BLACKBURN
£40,000 to £50,000 + Great Benefits
THE COMPANY:
We’re proud to be recruiting on behalf of a highly successful and reputable business based in the Blackburn area. As part of their strategic growth plans, they’re now seeking to add a further member to the team and recruit a Finance Analyst / Finance Business Partner / FP&A Analyst.
As a Finance Analyst / Finance Business Partner / FP&A Analyst, you’ll work closely with the Lead BA who will mentor, develop and enable you to grow into the role that is designed to give deep insights into the business financial performance across the various operational divisions.
In addition to insights, you’ll informally produce recommendations to be shared with the Senior Leadership team to enable them to make data driven decisions to enhance profitability and margins.
You’ll also support longer-term financial planning initiatives and help shape forward-looking commercial decisions.
THE FINANCE ANALYST / FINANCE BUSINESS PARTNER / FP&A ANALYST ROLE:
As the Finance Analyst / Finance Business Partner / FP&A Analyst, you’ll be working closely with other Business Analysts and members of the finance team.
Producing weekly reporting on sales across various locations and wages performance
Monthly reporting and investigation of KPI’s
Monthly review of costs against budget and analysis of variances
Development, review and investigation of KPI variances and performance trends
Investment appraisal and post investment performance analysis
Working with our BI system and Budgeting system to ensure the accuracy of the information
Working closely with IT and data teams to improve data accuracy, integrity and reporting effectiveness
Undertaking some Finance Business Partnering by working with on-location Division Managers to develop budgets and forecasts
Supporting the development of forecasts and longer-term financial plans
Attendance at meetings to review business performance
Detailed analysis of business performance to identify problem areas and opportunities for improvement
Preparation and presentation of financial reports to communicate performance to stakeholders
Involvement in ad-hoc projects and financial analysis as required
THE PERSON:
Essential
The candidate must be a graduate calibre and ideally Part or Fully Qualified (ACA, CIMA, ACCA). Must have experience in a role such as Finance Analyst, Finance Business Partner, FP&A Analyst, or similar
Must have 2 years + experience of previous work history within a transactional Finance / Accounts function
An excellent attention to detail is key as well as the ability to identify trends.
Strong analytical mindset and problem-solving skills
Confident, down to earth approach with good communication skills
High level of IT competency
Self-motivated with initiative and ability to work to tight deadlines
Full UK Driving Licence (owning a car is not essential)
Desirable
Experience of using BI and/or Budgeting Systems
Experience of Stock or Inventory reporting / forecasting
TO APPLY:
Please send your CV for the Finance Analyst / Finance Business Partner / FP&A Analyst role via the advertisement for immediate consideration.
By sending an application or applying for a job, you consent to your personal data being processed and stored by Get Recruited (UK) Ltd in accordance with our Cookie & Privacy Policy (available in the footer on our website). Get Recruited (UK) Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. We are an equal opportunities employer and we never charge candidates a fee for our services.....Read more...
Authorising letters daily that are sent out for Benefits, Council Tax and Business Rates
Contacting property developers and owners of new build properties for updates on building works for the purposes of Council Tax
Providing administrative support to officers within the team dealing with Benefits along with Debt Recovery
Assisting with the testing of new releases and day to day system issues
Producing ad hoc reports for Benefits, making system updates and changes
Training:While you are in the role you will be undertaking a Level 3 Business Administration apprenticeship course and study will be undertaken in the workplace.Training Outcome:On successful completion of this apprenticeship, you would have the skills that could help you progress into a permanent administrative support role.
Given that you will have gained experience within a Revenues & Benefits team, you could take up roles involving Council Tax or Benefits as well as other opportunities in a financial, systems setting and/or Higher Apprenticeship.Employer Description:Elmbridge Borough Council is responsible for delivering a range of services to our local area. We are a progressive organisation and pride ourselves on listening to our customers and to providing high quality services as cost effectively as possible.Working Hours :Monday to Friday
(An average of 7.2 hours per day between the hours of 8.45am - 5pm)
Flexible working availableSkills: Communication skills,IT skills,Problem solving skills,Team working,Initiative,Non judgemental,Patience,Ability to work to deadlines....Read more...
Management Accountant Location: Hybrid - Wilmslow 3 days, 2 days from homeSalary: CompetitiveWe’re Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You’re spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still grow. And that’s where we come in – taking the stress out of it all to make life simpler and smoother for business owners.As our business has grown in scale, we’ve established a dedicated Group function to sit alongside our divisional structure. This central hub houses the costs of shared services and, over the past three years, we’ve steadily consolidated departments into it. The result is greater efficiency, stronger scalability, and a structure that seamlessly supports both our existing brands and the new businesses we bring on board.The role We are looking for an ambitious, dynamic, hard-working finance professional to join the team. This is an excellent opportunity for a qualified / part-qualified accountant to develop and grow in an exciting, ambitious business environment. This role is responsible for the management of accounts of the Group function, including month and year-end close, budgeting and forecasting (P&L, balance sheet and cash flow). There are significant opportunities to develop, improve and add value to the business, and the candidate must have a passion to drive change and make a difference.Monthly Reporting• Developing and driving efficiencies in the month-end process for the business unit • Preparation of monthly management accounts including P&L, Balance Sheet and Cashflow• Ensure all income, expenditure and capex is correctly accounted for, monitored and any variances to budget and prior year are analysed and understood• Ensure financial reports are accurate and delivered to deadline• Presentation of monthly results of the Group function including completing accurate and insightful commentary for inclusion in Board and Investor reports• Monthly reconciliation of balance sheet and control accounts • Preparation of monthly invoices for recharges from the Group to the other business unitsFinancial Planning & Analysis• Preparation of forecasts for the Group function• Regular tracking of performance versus budget and prior year, including monthly meetings with budget owners to track performance / spend against budget• Challenging budget holders regarding spend and proactively identifying opportunities and risks associated with the cost base• Production of short term cashflow forecasts• Support with tracking of business and financial KPIsOther• Leading the annual audit process for the Group functions, providing requested information in a timely manner and having the knowledge to be the go-to person for questions • Identify process improvements from both an efficiency and internal control perspective and take ownership for dthe evelopment and implementation of solutionsAbout you • Qualified or part-qualified accountant (ACA, ACCA or CIMA)• Experience of producing monthly management accounts and related financial reporting• Solutions-focused and continuous improvement mindset• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation are essential• Ability and desire to work in a fast-paced and ever-evolving environment• Experience of working in or with PE-backed businesses is preferable, but not essential Here’s a taste of the perks we roll out for our extraordinary team members:• 25 Days of Holiday + Bank holidays: We’re talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home. Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.• Birthday Bliss: Your birthday isn’t just another day on the calendar; it’s YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU.• Post-Wedding Bliss: Newlyweds, we’ve got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness.• Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.• Community Days: Looking to give back? Take a day off to volunteer and make a positive impact in your community or support your favourite charities.Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
Management Accountant Location: Hybrid - Wilmslow 3 days, 2 days from homeSalary: CompetitiveWe’re Citation Group. A group of businesses on a mission to make life easier for small and medium-sized companies. We get that running a business is tough. You’re spinning plates trying to keep your customers happy, stay on top of rules and regulations, look after your team, and somehow still grow. And that’s where we come in – taking the stress out of it all to make life simpler and smoother for business owners.As our business has grown in scale, we’ve established a dedicated Group function to sit alongside our divisional structure. This central hub houses the costs of shared services and, over the past three years, we’ve steadily consolidated departments into it. The result is greater efficiency, stronger scalability, and a structure that seamlessly supports both our existing brands and the new businesses we bring on board.The role We are looking for an ambitious, dynamic, hard-working finance professional to join the team. This is an excellent opportunity for a qualified / part-qualified accountant to develop and grow in an exciting, ambitious business environment. This role is responsible for the management of accounts of the Group function, including month and year-end close, budgeting and forecasting (P&L, balance sheet and cash flow). There are significant opportunities to develop, improve and add value to the business, and the candidate must have a passion to drive change and make a difference.Monthly Reporting• Developing and driving efficiencies in the month-end process for the business unit • Preparation of monthly management accounts including P&L, Balance Sheet and Cashflow• Ensure all income, expenditure and capex is correctly accounted for, monitored and any variances to budget and prior year are analysed and understood• Ensure financial reports are accurate and delivered to deadline• Presentation of monthly results of the Group function including completing accurate and insightful commentary for inclusion in Board and Investor reports• Monthly reconciliation of balance sheet and control accounts • Preparation of monthly invoices for recharges from the Group to the other business unitsFinancial Planning & Analysis• Preparation of forecasts for the Group function• Regular tracking of performance versus budget and prior year, including monthly meetings with budget owners to track performance / spend against budget• Challenging budget holders regarding spend and proactively identifying opportunities and risks associated with the cost base• Production of short term cashflow forecasts• Support with tracking of business and financial KPIsOther• Leading the annual audit process for the Group functions, providing requested information in a timely manner and having the knowledge to be the go-to person for questions • Identify process improvements from both an efficiency and internal control perspective and take ownership for dthe evelopment and implementation of solutionsAbout you • Qualified or part-qualified accountant (ACA, ACCA or CIMA)• Experience of producing monthly management accounts and related financial reporting• Solutions-focused and continuous improvement mindset• Excellent interpersonal skills and an ability to engage non-Finance colleagues • Advanced Excel and data manipulation are essential• Ability and desire to work in a fast-paced and ever-evolving environment• Experience of working in or with PE-backed businesses is preferable, but not essential Here’s a taste of the perks we roll out for our extraordinary team members:• 25 Days of Holiday + Bank holidays: We’re talking sun-soaked beaches, snow-capped mountains, or simply your favourite cosy spot at home. Take your well-deserved break with 25 days of holiday, plus those cherished bank holidays.• Birthday Bliss: Your birthday isn’t just another day on the calendar; it’s YOUR day! Enjoy it in style with a day off, because at Citation, we believe in celebrating YOU.• Post-Wedding Bliss: Newlyweds, we’ve got something special for you too! Extra weeks of holiday to bask in the glow of post-wedding happiness.• Healthcare cash plan: Your well-being is our priority. That’s why we offer private healthcare to ensure your peace of mind and keep you feeling your best.• Community Days: Looking to give back? Take a day off to volunteer and make a positive impact in your community or support your favourite charities.Join us at Citation, where success comes with unbeatable perks and a culture that truly celebrates your achievements!....Read more...
