Principal Finance Officer Local Authority Hull Hull Monday to Friday 09:00-17:00 (37.5 Hours per week) Contract Role – 4 Months initially (Potential for Extension) £25-30ph Dependent on ExperienceJob PurposeManages and provides financial input to the strategy for Assistant Directors in line with Service plans. Leads the provision of financial support and guidance to Assistant Directors and their staff to ensure statutory requirements for financial management and accountability are met and projects are delivered in line with financial regulations and deliver value for money for the local authority. Identifies strategic financial opportunities through funding regimes or partnership opportunities to deliver services for Services differently to secure improved value for money.Works alongside other finance staff and with colleagues from other services to provide coordinated customer focused support to deliver the objectives and priorities of Directorates. Acts as the co-ordinating officer for Business Finance – manages the processes around assessing and prioritising existing and incoming demands and allocating tasks to particular finance staff at certain levelsKey Responsibilities:Strategic Leadership: Provide financial management direction to Assistant Directors, developing timely financial information to influence strategic objectives. Develop and deliver accurate, timely financial information and analyses to facilitate informed decision-making. Identify innovative financial opportunities that enable service delivery improvements while ensuring quality and effectiveness.Performance Management: Foster a culture of continuous improvement and implement performance frameworks for finance staff. Implement and manage a performance improvement framework to enhance the capabilities and effectiveness of finance staff.Project Support: Provide ongoing advice and support to Services and Directorates on financial management practices, helping to implement improved systems and processes. Prioritise resource allocation for major projects, ensuring comprehensive financial monitoring and control measures are in place to maximise value for money.Financial Governance: Advise on financial management and ensure compliance with statutory standards, reporting to senior management. Ensure compliance with statutory financial standards and responsibilities, delivering regular reports on revenue positions and financial performance to senior management.Strategic Advice: Offer proactive financial guidance and interpret legislation affecting directorates. Interpret relevant legislation and provide guidance on financial issues impacting services, including consultation proposals and funding opportunities.Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If this role is of interest, please just respond to this advert with an up to date copy of your CV or call Jake on 01772 208969....Read more...
Contract Administrator - FM Service Provider - London - Up to £36k per annum Exciting opportunity to work for a Leading FM Service Provider situated in the City of London! CBW is currently recruiting for a Contract Administrator. The successful candidate will be required to provide efficient, professional business management and improvement support across the contract (Hard Services) including 3rd party suppliers and support other contracts when required, delivering commercial compliance, detailed reporting, strategic planning support and working in partnership on all financial aspects.Details of Work:Monday to Friday 8:00am to 17:00pm Office basedPermanent position Key duties & Responsibilities:Maintain efficient and effective administration tasks, commercial duties, reporting requirements and any account related planning or support activitiesWork in partnership with the Finance team to ensure sharing of best practice and consistent financial reporting, adherence to accounting and the company policies and any other financial support required.Attention to detail to deliver monthly, quarterly and ad hoc reporting.Liaise with subject matter experts to ensure process documents are in place across the contracts.Deliver communication plans for contracts.Provide general admin support for line manager and contract manager.Support Contract Managers with Internal and customer reportingSubmission of Client applications and billing where requiredRaise all monthly variations, credits and update the suppliers reconciliation trackersCollate and report on KPIsSupport with costings and commercial agreementsAccurate and timely reporting to purchasing, labour costs, stock, cash controlsDevelop effective relationships with all customers and clients.Timely recording and remitting of all company bookworkTo manage own workload to ensure that managers’ and contract timescales are metTo run reports for the hard services team leaders and managers to follow through on outstanding jobs to meet target deadlines.Working closely with the hard services team to provide a proactive service for their requirements.To complete any other tasks within the skill set required and directed by your line managerRequirements:Experience within an FM environmentAbility to work to tight deadlines and targetsExperience of financial reportingExcellent PC skills to include Outlook, Word and ExcelProcess document creation liaising with SMEExcellent people management skillsBusiness Intelligence reporting experience WIP / Debt control and reporting High communication skills FSI / MRI Concept experience Contract Financial Control Please send your CV to Abbie at CBW Staffing Solutions for more information. ....Read more...
Accounting Support: Learn how to record financial transactions, including purchases, sales, and payments related to property projects and services
Invoicing & Billing: Assist with generating invoices for clients, tracking payments, and maintaining accurate records of all financial transactions
Accounts Receivable & Payable: Help process incoming and outgoing payments, including supplier invoices and client payments, ensuring accounts are up to date
Bank Reconciliation: Support the team with reconciling company bank statements, matching transactions, and ensuring all financial data is accurate
Budget Monitoring: Assist with the preparation of project budgets and track spending to ensure financial control across property services projects
Payroll Assistance: Learn how to process payroll for employees and subcontractors, ensuring accurate calculation of wages, taxes, and benefits
VAT & Tax Reporting: Assist in preparing VAT returns and understanding tax compliance specific to the property services industry
Document Management: Maintain accurate financial records, filing invoices, receipts, and other documentation in line with company policies and procedures
General Administrative Support: Provide general office support, including data entry, organizing documents, and assisting with internal finance-related queries
Training:
Accounts or finance Assistant (level 2) Apprenticeship Standard
AAT Level 2 Certificate in Accounting
You will attend training provided by Coventry and Warwickshie Chamber Training once a week, Commerce House, 123 St Nicholas Street, Radford, CV1 4FD
Training Outcome:This apprenticeship role is ideal for someone looking to get their start in finance within a dynamic, growing industry. With hands-on experience, mentorship, and the opportunity to gain recognized qualifications, you’ll be well on your way to building a successful career at Ground Up Property Services!Employer Description:At Ground Up Property Services, we specialise in providing high-quality property maintenance, renovation, and management services. With a commitment to excellence, we’ve built a reputation for delivering reliable and professional solutions for residential and commercial clients. As we continue to grow, we’re looking to expand our finance team by offering an exciting apprenticeship for individuals eager to start their career in finance.Working Hours :Monday- Friday
9am- 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Analytical skills,Logical,Team working,Initiative....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Providing guidance and updates to clients and professional parties• Building and strengthening relationships with existing clients• Liaising with clients in order to obtain basic fact-finding information• Liaising with clients to ensure all documentation is requested correctly first time, managing expectations, and submitting said documents to the lenderTraining: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 sectorAn understanding of the role of the appropriate regulatory bodiesThe importance of relationship building with clients and colleaguesUnderstanding of processes and procedures relevant to the roleHow to develop commercial awarenessBuilding skills and capabilities within an organisationProfessional 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 areasTo 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:This apprenticeship may lead to further qualifications and progression in the Financial Services industry for the right candidateEmployer Description:A family business born in 2016, we aim to use our experiences and knowledge, to get the best lending solutions for our clients. We are always looking to simplify the often much-dreaded process of lending.
We at Wellbeing investments are committed to protecting.Working Hours :Monday to Friday 10am-5.30pm
nb. You may be required to work one Saturday per month or travel abroadSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Initiative,Basic Portuguese ideally....Read more...
Financial Controller Local Authority York Monday to Friday 08:30-17:00 3 Month Contract – Potential for Extension York or North Allerton Based Hybrid working 2/3 Days required in the office £250 - £300pd Dependent on ExperienceJob PurposeAs the Financial Controller you will work closely with the Director of Resources, initially leading on the finance aspects of a major long- term project to bring together the organisation’s finance and information systems and processes, as well as taking ownership of the day to day provision of financial management advice and support to internal clients and key stakeholders now and into the future. Your role will ensure that the organisation develops and maintains best in class financial and performance systems and reporting and complies with all relevant financial reporting and regulatory requirements.Main responsibilitiesLead provision of financial management advice and support to internal clients and stakeholders, including:
Financial planning and budgeting
Financial management and reporting
Final Accounts
Project support – including investment appraisals and financial modelling and savings tracking,
Value for money reviews
Benchmarking
Service specific returns
Financial horizon scanning
Provide support including financial advice analysis and modelling in support of investment appraisal and business case development.
Monitor and develop key financial controls.
Own and develop key operational performance management processes, reporting and information systems in relation the organisation’s portfolio of programme and project delivery.
Advise the Director of Resources and Leadership on relevant changing legislation, professional standards, and their implementation.
Work with the Director of Resources, to identify and take all opportunities to drive savings and efficiencies.
Develop, support, and promote a strong results-driven` and customer focused performance culture ensuring the provision of cost-effective, efficient, value-added services in line with identified needs.
Requirements for the role
A CCAB or equivalent accountancy qualification
Demonstrable management or leadership experience in a relevant role.
Experience of leading budgeting cycles.
Strong technical accounting skills including experience of consolidation or business combination.
Experience of working successfully with partners, both internal and external to achieve common goals.
You commission financial systems and work alongside other system stakeholders to ensure the organisation joins up its business intelligence.
You have experience of a range of techniques to make improvements to services and drive forward performance.
You have personally led improvement of services and delivered significant benefits and improved outcomes for the organisation.
Experience of working in local government and knowledge of the CIPFA’s Code of Practice
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.If this role is of interest, please just respond to this advert with an up to date copy of your CV or call Jake on 01772 208969....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.''....Read more...
CLIENT ASSOCIATE – PENSIONS / FINANCIAL SERVICES
BOLTON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Client Associate to join the team. As the Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
CLIENT ASSOCIATE – PENSIONS / FINANCIAL SERVICES
LONDON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in London who have an exciting opportunity for a Client Associate to join the team. As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
ACCOUNT MANAGER – PENSIONS / FINANCIAL SERVICES
SALISBURY
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Salisbury who have an exciting opportunity for a Account Manager to join the team. As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
ACCOUNT MANAGER – PENSIONS / FINANCIAL SERVICES
LEICESTER
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Account Manager to join the team. As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
CLIENT ASSOCIATE – PENSIONS / FINANCIAL SERVICES
BRISTOL
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team. As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
ACCOUNT MANAGER – PENSIONS / FINANCIAL SERVICES
BRISTOL
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Account Manager to join the team. As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
CLIENT ASSOCIATE – PENSIONS / FINANCIAL SERVICES
SALISBURY UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Salisbury who have an exciting opportunity for a Client Associate to join the team. As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
ACCOUNT MANAGER – PENSIONS / FINANCIAL SERVICES
BOLTON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Account Manager to join the team. As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
ACCOUNT MANAGER – PENSIONS / FINANCIAL SERVICES
WIMBLEDON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Wimbledon who have an exciting opportunity for a Account Manager to join the team. As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn’t affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy.....Read more...
Our client, a highly regarded law firm with a strong reputation for delivering exceptional legal services, is seeking an experienced and skilled Financial Controller to join their leadership team. Known for their commitment to excellence and innovation, the firm offers a dynamic environment for professionals looking to make a significant impact.Role Overview:Reporting directly to the board of directors, the Financial Controller will play a vital role in overseeing the firm’s financial strategy, ensuring compliance with regulatory requirements, and managing key administrative functions to support operational efficiency and long-term success.Key Responsibilities:Finance and Accounts:• Preparing monthly management accounts, cash flow forecasts, VAT returns, payroll, and PAYE.• Developing and monitoring budgets, annual accounts, and corporation tax returns.• Managing cash flow and overseeing the firm’s financial operations to ensure stability and efficiency.• Producing financial management reports, including key performance indicators (KPIs) and performance metrics.• Supervising the Accounts Department, including accounting systems, billing, credit control, and client balance management.• Liaising with auditors and financial institutions to ensure compliance with Solicitors’ Accounts Rules (SAR) and other regulatory requirements.• Acting as Deputy COFA, supporting the firm’s Compliance Officer for Finance and Administration.Practice Administration:• Reviewing and managing supplier contracts to ensure cost-efficiency and value for money.• Overseeing the renewal of insurance policies, regulatory subscriptions, and practising certificates.• Arranging loans and finance agreements, including comparing options and managing associated paperwork.Requirements:• A minimum of 5 years of experience in a senior finance and administration role within a law firm.• Comprehensive knowledge of financial management, legal finance and cashiering, Solicitors’ Accounts Rules, and regulatory compliance.• Strong commercial awareness and exceptional interpersonal skills.• A recognised accounting qualification (e.g., ACCA, ACA, or CIMA).• Advanced IT skills, including proficiency in MS Office.....Read more...
I’m proud to be representing a very successful business that is rapidly becoming a staple of the community. They operate a busy retail operation and are looking to expand their Commercial Team.The commercial finance manager will ensure that the company's financial health is robust and that strategic decisions are informed by thorough financial analysis. You will play a pivotal role in shaping the business's financial future and ensuring its operational and financial efficiency.Key Responsibilities:
Business Partnering:
Work closely with commercial teams (sales, marketing, etc.) to provide financial insights and support.Assist in pricing strategy, contract negotiations, and assessing profitability of products/services.Provide advice on cost management and efficiency improvements.
Performance Management:
Monitor KPIs related to revenue, working capital, margins, and profitability.Identify and analyse trends, risks, and opportunities within the business.Support the development and implementation of performance improvement initiatives.
Reporting:
Prepare and present financial reports to senior management, highlighting key insights and recommendations.Ensure accurate and timely financial reporting for commercial activities.Support external reporting requirements related to commercial finance.
Strategic Support:
Play a key role in strategic planning, including market analysis and scenario planning.Support mergers, acquisitions, and other strategic initiatives by providing financial analysis and due diligence.
Risk Management:
Identify and mitigate financial risks associated with commercial activities.Ensure compliance with financial regulations and corporate policies.Statutory Reporting:
Produce monthly accounts and assist with the Audit.Own payment processes and collection processes. Looking for efficiency at all points.Own collection processes and payment collection processes and look to develop these into central tasks.
The successful candidate:
Financial Acumen: Strong understanding of financial principles, accounting, and commercial finance.Analytical Skills: Ability to analyze complex data, identify trends, and make informed decisions.Business Insight: Understanding of the business environment and commercial operations.Communication: Excellent communication and presentation skills, with the ability to explain financial concepts to non-financial stakeholders.Problem-Solving: Ability to think strategically and solve problems in a dynamic business environment.Leadership: Experience leading a team and influencing senior stakeholders.Studying towards a recognized financial qualification.Fundamental understanding of accounting systems is essential.
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I’m proud to be representing a very successful business that is rapidly becoming a staple of the community. They operate a busy retail operation and are looking to expand their Commercial Team.The commercial finance manager will ensure that the company's financial health is robust and that strategic decisions are informed by thorough financial analysis. You will play a pivotal role in shaping the business's financial future and ensuring its operational and financial efficiency.Key Responsibilities:
Business Partnering:
Work closely with commercial teams (sales, marketing, etc.) to provide financial insights and support.Assist in pricing strategy, contract negotiations, and assessing profitability of products/services.Provide advice on cost management and efficiency improvements.
Performance Management:
Monitor KPIs related to revenue, working capital, margins, and profitability.Identify and analyse trends, risks, and opportunities within the business.Support the development and implementation of performance improvement initiatives.
Reporting:
Prepare and present financial reports to senior management, highlighting key insights and recommendations.Ensure accurate and timely financial reporting for commercial activities.Support external reporting requirements related to commercial finance.
Strategic Support:
Play a key role in strategic planning, including market analysis and scenario planning.Support mergers, acquisitions, and other strategic initiatives by providing financial analysis and due diligence.
Risk Management:
Identify and mitigate financial risks associated with commercial activities.Ensure compliance with financial regulations and corporate policies.Statutory Reporting:
Produce monthly accounts and assist with the Audit.Own payment processes and collection processes. Looking for efficiency at all points.Own collection processes and payment collection processes and look to develop these into central tasks.
The successful candidate:
Financial Acumen: Strong understanding of financial principles, accounting, and commercial finance.Analytical Skills: Ability to analyze complex data, identify trends, and make informed decisions.Business Insight: Understanding of the business environment and commercial operations.Communication: Excellent communication and presentation skills, with the ability to explain financial concepts to non-financial stakeholders.Problem-Solving: Ability to think strategically and solve problems in a dynamic business environment.Leadership: Experience leading a team and influencing senior stakeholders.Studying towards a recognized financial qualification.Fundamental understanding of accounting systems is essential.
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Our Client Care Team deal with all administration issues relating to initial client contact, onboarding, the advice process, product/services implementation, ongoing client contact, annual reviews, record keeping, office housekeeping and practice management. Each role has some degree of specialisation and some degree of overlap and as small business it is important skills are sufficiently shared so that individual roles can be covered during absences.
Behaviours
Honest and sincere in actions and doing the right thing (even when not the easiest).
Adaptable and willing to accept changing priorities and work patterns when new jobs need to be done, or requirements change.
Enthusiasm and shows drive and energy in work, when things are going well and when challenges arise.
Dependably meets personal commitments and expectations, for example: completing work, timekeeping.
Proactive in their own development; commitment to the job, the firm and the outcome for customers.
Takes pride in delighting customers.
Primary Responsibilities
Create and maintain accurate client records on back office systems, platforms and any other IT systems.
Deal with client and provider queries by phone/email/post.
Prepare client documentation and correspondence pre and post meetings as per business processes.
Check accuracy and completeness of new business documentation.
Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards.
Ensure all supporting documentation is maintained as per company procedures.
Ensure all work is followed up promptly in line with company standards.
Liaise with product providers to ensure timely and accurate responses to clients (progress chasing).
Gather client product data and record.
Provide a friendly and professional point of contact for clients and enquiries.
Ensure action points resulting from client meetings get diarised and dealt with.
General administration
Answer, screen and forward incoming calls.
Ensure back-office systems are kept up-to-date.
Open, scan, log and allocate incoming post.
General correspondence.
Other duties as directed by management.
Skills
Develops effective relationships with customers and key contacts, handling & resolving issues through effective verbal and written skills.
Understands role within team and its impact on others.
Consistently endeavours to support colleagues and collaborate to achieve results.
Successfully plans and prioritises to deliver good outcomes for the business and its clients.
Consistently adheres to systems and processes using proficient IT skills and is mindful of and adheres to regulatory requirements.
Qualifications requirements
GSCE in English and Maths or can demonstrate working to this level.
Other
This job description outlines the main functions and responsibilities of the post. The post holder may be required to undertake additional duties as required, commensurate with the level of the job.Training:The training will take place online accessed from your employers site address.Training Outcome:At HA&W we are committed to developing our employees and offer study support (including paying for further exams and materials, as well as time off for further study and exams). When you have completed your apprenticeship, you will put together a further development plan with your line manager. Progression opportunities include studying and working to become a Technical Administrator, Paraplanner or Financial Planner, as well as the opportunity to be involved with various business projects.Employer Description:HA&W are a firm of Chartered Financial Planners, providing financial advice and oversight of pensions & investments. New clients are provided with a complete financial planning review, based around lifetime financial modelling techniques. We arrange products and services where necessary and are usually engaged to provide ongoing advice and oversight. We have approximately 300 ongoing individual clients and provide services to a smaller number of businesses/organisations.Working Hours :Monday to Friday, 9.00am-4.30pm with a 30-minute unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Delivering advice, accommodation and other move on services to young people with multiple needs who access the Youth Hub project. This will include:
1. Working to ensure young people receive a high-quality service from the point of initial contact to move-on. Taking a hands-on approach to dealing with complex or difficult cases.
2. Carrying out thorough needs assessments with young people accessing the service in order to refer young people into appropriate accommodation and to external specialist services.
3. Providing young people with expert advice and guidance on Accommodation, Welfare Benefits, Housing Benefit and Tenancy rights, Legal Services, and Employment, Education & Training. Monitoring and evaluating young people’s progress.
4. Taking a lead on managing the engagement of other relevant external partners, able to provide accommodation and other move on opportunities to young people.
5. Referring young people to other internal New Horizon Youth Centre teams in order to support their progression, including Health, Youth Work and Lifeskills, Outreach and Jobs, Education and Training.
6. Referring young people to a wide range of specialist external advice services including around advocacy, substance misuse, mental health, immigration, counselling, financial/debt advice, and legal services.
7. Continued use of feedback and showing a commitment to a service that is sensitive and responsive to clients’ needs, involving:
• Completing initial contacts, needs assessments and move on plans with clients • Ensuring that all relevant work is recorded both in case files and on the NHYC database• Ensuring risk management and assessment procedures are followed • Providing advocacy and making referrals to appropriate services• Ensuring the programme meets the standards required by external assessors and funders
8. Attending regular briefings, team meetings, reflective practice and clinical supervision, both with NHYC and project partners. Ensuring that Health and Safety or safeguarding issues are addressed at all times.
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Job Title: Finance Officer Division/Department: Alliance Finance Department Reports to: Senior Finance Officer Location: Middlemoor HQ (serving both Devon & Cornwall and Dorset Police forces)
Job Details
Contract Type: 9-month contract
Pay Rate: £16.18 per hour (umbrella rate)
Funding Allocation: Devon & Cornwall – 69.3%, Dorset – 30.7%
Role Overview
Service Care Solutions is recruiting a Finance Officer on behalf of the Devon & Cornwall and Dorset Police Alliance. This role is based at Middlemoor HQ, with responsibilities across the Alliance Finance Department. The Finance Officer will manage central purchasing, oversee exchequer functions, and provide financial support, including handling seized funds and assisting with major operations. This position is key in ensuring value for money across financial activities, adhering to police financial policies, and delivering high-quality, cost-effective services.
Key Responsibilities
Purchasing & Procurement: Handle purchase requests, process invoices, manage supplier relationships, and oversee stock and orders.
Accounts Management: Raise sales invoices, track outstanding payments, produce debtor reports, and arrange write-offs if needed.
Cash Handling: Conduct cash collections and deposits, ensuring compliance with audit and financial regulations.
Financial Administration: Process urgent payments, international transfers, and assist with treasury management. Respond to FOI requests and support audits.
Supplier & Customer Relations: Manage a supplier database, provide purchasing advice, and ensure transactions are compliant and transparent.
Essential Criteria
Strong communication and customer service skills
Proven accuracy in financial administration
Effective time management and organizational abilities
Proficiency with financial software, including spreadsheets and word processing
Trustworthiness and experience in handling financial responsibilities
Additional Information
Working Hours: Mon-Thu 8:40 am - 5 pm, Fri 8:40 am - 3:40 pm, with 40 minutes for lunch. Flexitime available.
Location: Middlemoor HQ, with some travel to other police stations if needed.
Vetting: Required due to cash handling responsibilities.
Application Information
For more details or to apply, please contact Lewis Ashcroft at Lewis.Ashcroft@servicecare.org.uk. Service Care Solutions is handling the recruitment process for this position on behalf of the police force.....Read more...
Do you have a passion for compliance, regulation and risk management? Do you have a strong track record of setting up compliance policies and frameworks in the financial services sector? Are you an inspired individual who is looking for growth and would like to make an impact in a young and dynamic company? If, so, then we want to hear from you!Why Work with Us?
Location: BirminghamJob Type: PermanentWorking Model: Hybrid (flexible working options)Salary: £30,000 - £35,000Benefits:
Paid annual leavePension schemeCompany wellness programFuneral insurance
We are looking for a candidate who has extensive experience in compliance within the financial services sector, particularly in insurance. Your deep understanding of the UK financial sector regulation framework and compliance will help the organization manage risk and remain compliant with the FCA and other relevant regulators.We offer a friendly and rewarding environment, where development opportunities are limitless.Key Responsibilities as a Compliance Officer:The key responsibilities of a Compliance Officer include, but are not limited to:
Development, implementation and maintenance of compliance policies, procedures and frameworks for the entire businessLeading regular audits and reviews of our business processes and policies to ensure compliance with applicable rules and regulationsDealing directly with regulatory bodies like the Financial Conduct AuthorityMonitor any changes to the rules and regulations and update our policies to ensure complianceWorking across all departments to ensure that they are compliantTraining all departments and providing support on all issues to do with regulation and complianceLeading and managing a KYC and sanctions screening officerOverseeing the client onboarding process, including KYC, anti-money laundering and sanctions screening, ensuring that all flagged cases are scrutinised furtherReporting directly to senior managementReport writing and dealing with relevant third parties like reinsurersEnsure company standards and values are implemented at all times
About UsDestiny Finance Ltd t/a Diaspora Insurance is a UK-based insurance company that specializes in the design, marketing, and distribution of insurance products and risk management solutions to African nationals living and working in developed markets such as the UK, EU, North America, and Canada. You will be joining a dynamic and ambitious firm dedicated to making a significant impact on the African diasporas in terms of insurance.About You:The key skills and qualities of a Compliance Officer are:
Minimum of 3 years' experience in compliance within the financial services sector or insurance sectorDeep knowledge and understanding of the UK financial regulatory framework including the FCA is essentialExperience in anti-money laundering, KYC, sanctions and PEP screening is essentialLeadership skills and ability to work with all departmentsExcellent report-writing skillsInnovative thinker, drive, determination and focus on successAn exceptional team player.Energetic, enthusiastic and ambitious with exceptional levels of work ethic and drive.Exceptional communication and relationship-building skills
How to ApplyIf you are keen on joining this exciting, forward-thinking company and taking the next step in your career, then please email us your CV.Required: UK driver's licence and right to work in the UK.....Read more...
Job Description:
Are you a graduate with experience working in a busy finance function, ideally within Financial Services?
Our client, a global financial services firm, have an exciting opportunity for a Liquidity Reporting Analyst to join their Glasgow team on a 12-month contract. This role requires strong attention to detail and as you take responsibility for the analysis of the inputs used in the firm’s liquidity reporting..
If this sounds of interest and you fit the above, we019;d love to hear from you.
Essential Skills/Experience:
Relevant degree and / or equivalent work experience.
Prior experience of working in the financial services industry or the Finance department of an organisation.
Collaboration - you enjoy working within a team to achieve common goals.
Communication - you can communicate and build relationships with a diverse range of people with varying levels of knowledge and experience.
Talent and responsibility - you take pride in the quality of your work and your contribution to the team.
The ability to work independently in a self-directed way in a collaborative, team-oriented environment.
Experience using MS Office (Excel, PowerPoint, and Word) beneficial.
Core Responsibilities:
Undertake analysis of liquidity reporting data to validate, understand and provide commentary on key business drivers.
Develop collaborative working relationships with a range of stakeholders including Corporate Treasury and Technology, across different departments and regions.
Prepare sections of the daily and monthly liquidity reporting for the Firm.
Ensure liquidity reporting adheres to the defined control framework and is consistent with other reporting produced across the wider team.
Participate in improvement efforts including department level work streams and IT automation initiatives.
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: 15873
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
