Assisting the Central Team in the process and submission of new mortgage applications
Ensure that all mortgage cases are dealt with in accordance with the lender's policy
Liaising with clients to ensure all documentation is requested correctly the first time, managing expectations, and submitting said documents to the lender
Handling inbound and outbound calls to existing and new customers
Making appointments for an adviser to review and/or arrange new mortgage & protection products
Assist in mortgage applications to ensure they go to the offer stage
Reviewing documents received and checking that they are compliant
Support the organisation in implementing our core values
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 – awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 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 mortgage advice sector or for potential progression into other financial services roles
Employer Description:We’re a passionate team of qualified and experienced financial advisors and a dedicated back office support staff.
All of us have our clients best interests at heart. InTouch Finance Advice is made up of a dedicated and passionate group of financial experts, ready and waiting to help their clients. We provide our customers with a service that goes above and beyond other advisors on the market, acting as a ‘one-stop-shop’ for all mortgage and financing needs. Whether they’re looking to get a mortgage while self-employed or concerned about which insurance is the right fit for them, we’re here to lend a hand.Working Hours :Working 5 days over 7 and between the hours of 9.00am and 7.00pm (shift pattern to be confirmed).Skills: Team working,Trustworthy,Reliable,Enthusiastic,Punctual....Read more...
Looking for a finance role with responsibility, variety and a positive community impact? Join a leading organisation in a role that offers the chance to make a tangible impact, develop your skills, and be part of an exciting and evolving finance function. In the Finance / Accountancy Officer role, you will be:
Providing financial support services to Headteachers and Governing Bodies, including advice on budgets and resolving queries Assisting with the preparation of annual school budgets, financial projections, and year-end accounts Maintaining and reconciling financial reporting systems to ensure accuracy and compliance Visiting schools regularly to present and explain financial information and offer tailored guidance Ensuring compliance with VAT regulations, Financial Regulations, and other financial codes of practice
To be successful, you will need:
Financial / accounts experience within an office environment AAT qualification (or equivalent/part-qualified) Strong accountancy and numeracy skills, with experience of financial systems and IT packages Excellent communication skills, with the ability to present financial information clearly to a range of stakeholders Strong organisational skills, with the ability to plan, prioritise and work to deadlines independently
This is a temporary position for a period of 12 weeks initially, working full time 37 hours per week, Monday to Friday. You'll be based from modern offices in Colwyn Bay and starting on an hourly rate of £14.36 plus holiday pay, weekly pay and other benefits. If you are looking for a dynamic role where you can provide expert financial support and make a difference to local schools, we want to hear from you.....Read more...
Assisting the team with accounts-related queries and general financial administration
Checking and verifying completed jobs to ensure accuracy of financial information
Closing jobs accurately and promptly on the internal portal
Creating and issuing customer invoices in line with agreed terms
Preparing and processing supplier payments, ensuring amounts are accurate and authorised
Managing credit control activities, including monitoring outstanding balances and supporting debt collection processes
Handling customer and supplier accounts queries professionally via telephone and email
Accurately processing financial data and maintaining up-to-date accounting records
Ensuring financial information is correctly disseminated and shared with relevant stakeholders
Maintaining and updating financial databases and internal systems, including the internal CMS
Monitoring financial tasks to ensure deadlines are met and records are not left open longer than necessary
Identifying and escalating issues that may impact financial accuracy, cash flow, or compliance
Supporting month-end and periodic finance processes under supervision
Providing general administrative support to the accounts team as required
Undertaking any other finance or administrative duties relevant to the role
Training Outcome:To be discussed on completion of apprenticeship.Employer Description:Translate UK Ltd. was founded in 2006 to provide translation and interpreting services to businesses across the North of England. Since then, we have successfully grown and have expanded to work with clients in both the public and private sectors throughout the UK. We provide translation and interpreting services in and out of all major languages and we specialise in providing our services in even the most obscure languages. We are a family business at heart. Each of our clients, linguists and staff members is important to us, and we’re proud of the community we’ve built here. Our team is passionate about people, and we provide a service which shows how much we care and upholds each of our core values: equality, integrity and excellence.Working Hours :Monday – Friday 08.45-17.30, 1 hour unpaid lunch. Paid working hours of 37.5 hours per weekSkills: Communication skills,IT skills,Attention to detail,Problem solving skills,Administrative skills,Number skills,Logical,Team working,Initiative....Read more...
Prepare, process, monitor and manage client files in respect of mortgage applications
Provide regular updates to clients and Advisers
Liaise with lenders, solicitors and clients in a professional and informative manner
Assist in the production of illustrations and recommendation documents for client files
To manage telephone, internet and written enquiries in a quick and effective manner
Prepare social media and marketing posts and manage responses
Undertake regular training and take responsibility for continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
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 sectorAs 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:
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.
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:
Continued professional development and further qualifications will be fully supported
A successful candidate may be offered a full time position with us, which will offer a higher salary package and an annual bonus scheme
Employer Description:PJK Associates has been trading since 2002 and advises on mortgages and protection products. Using the latest technology and having unlimited access to the market, the qualified and experienced team will offer expert advise, guidance and support for any type of mortgage transaction.Working Hours :Monday- Friday 8.45am- 5.00pmSkills: Communication skills,Organisation skills,Team working,Initiative,Confident,Proactive,Positive attitude,Self-motivated....Read more...
Looking for a finance role with responsibility, variety and a positive community impact? Join a leading organisation in a role that offers the chance to make a tangible impact, develop your skills, and be part of an exciting and evolving finance function. In the Finance / Accountancy Officer role, you will be:
Providing financial support services to Headteachers and Governing Bodies, including advice on budgets and resolving queriesAssisting with the preparation of annual school budgets, financial projections, and year-end accountsMaintaining and reconciling financial reporting systems to ensure accuracy and complianceVisiting schools regularly to present and explain financial information and offer tailored guidanceEnsuring compliance with VAT regulations, Financial Regulations, and other financial codes of practice
To be successful, you will need:
Financial / accounts experience within an office environmentAAT qualification (or equivalent/part-qualified)Strong accountancy and numeracy skills, with experience of financial systems and IT packagesExcellent communication skills, with the ability to present financial information clearly to a range of stakeholdersStrong organisational skills, with the ability to plan, prioritise and work to deadlines independently
This is a temporary position for a period of 12 weeks initially, working full time 37 hours per week, Monday to Friday.You'll be based from modern offices in Colwyn Bay and starting on an hourly rate of £14.36 plus holiday pay, weekly pay and other benefits. If you are looking for a dynamic role where you can provide expert financial support and make a difference to local schools, we want to hear from you.....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 - 5.00pm.Skills: 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...
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
NOIREUROPEREC....Read more...
Daily post and issue to each advisor
Answer the telephone
Assist with walk in, telephone and online enquiries
Book appointments
Contact providers
Offer additional support to the existing administration team
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:
Further apprenticeships/training, permanent position
Employer Description:Veracity Financial Planning is an IFA (Independent Financial Advice) firm in Nottingham which was founded in 2009 to give pension advice, investment advice and mortgage advice in Nottingham and its environs. Veracity’s aim was to create a firm which offered a sensible, workable and visible charging structure, with simple and valuable planning techniques, that make a difference to our clients’ ability to make realistic and improved plans for their future, we have a strong team of 12 advisors and 2 administrators.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 2.00pmSkills: Communication skills,Attention to detail,Number skills,Team working,Initiative....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 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 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....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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We are looking for a highly organised and detail-driven Financial Services Administrator to join our team. In this role, you will work closely with our Account Managers to prepare finance proposals, manage documentation, and ensure the smooth progression of deals through pipeline. This position is ideal for someone who is proactive, process-focused, and comfortable working in a fast-paced environment.
Key Responsibilities:
Prepare, format, and submit finance proposals on behalf of Account Managers
Ensure all supporting documents are collected, accurate, and compliant
Maintain high levels of accuracy when inputting customer information
Work collaboratively with Account Managers to progress applications quickly and efficiently
Track proposal statuses and update CRM systems accordingly
Handle inbound administrative queries relating to proposals and documentation
Maintain organised digital records for all proposals and accounts
Manage email inboxes and ensure timely responses
Assist with general administrative tasks to support the wider team
Contribute to process improvements and workflow efficiencies
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
Training Outcome:
Cross train across other departments and growth in the team of a rapidly growing business
Employer Description:Love Finance is a leading online finance broker and lender dedicated to empowering UK businesses. We have been instrumental in assisting thousands of companies access quick and flexible funding. We use a consultative approach to make business finance simple and fast. Our team is committed to delivering a seamless, friendly, and efficient service, and we’re expanding our proposals function to support our continued growth.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pm.Skills: Communication skills,Organisation skills,Team working,Initiative,Adaptable....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a competitive salary and benefits.
You will be responsible for:
? Managing financial transactions through the firm's systems efficiently and accurately
? Reconciling data across multiple platforms and ensuring records are precise
? Liaising with fee-earners and other colleagues regarding payments
? Processing payments using online banking systems
? Preparing audit evidence and maintaining compliance with regulatory requirements
? Identifying, managing, and reporting financial risk
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Accounts Administrator or in a similar role.
? Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
? Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
? Confident using Practice Management Systems and financial software
? Strong organisational skills and attention to detail
What's on offer:
? Competitive salary
? Hybrid working to support work-life balance
? Supportive and collaborative team environment
? Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Polic....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
? Managing financial transactions through the firm's systems efficiently and accurately
? Reconciling data across multiple platforms and ensuring records are precise
? Liaising with fee-earners and other colleagues regarding payments
? Processing payments using online banking systems
? Preparing audit evidence and maintaining compliance with regulatory requirements
? Identifying, managing, and reporting financial risk
What we are looking for:
? Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
? Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
? Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
? Confident using Practice Management Systems and financial software
? Strong organisational skills and attention to detail
What's on offer:
? Competitive salary
? Hybrid working to support work-life balance
? Supportive and collaborative team environment
? Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For....Read more...
Are you an experienced Finance Manager looking for a part-time role, 4 days per week? The Rochester Bridge Trust is an independent, not-for-profit organisation providing free-to-use crossings across the river at Rochester, now and in perpetuity.Their world-leading team works around the clock to plan, pay for and maintain bridges, including the iconic Old Rochester Bridge, operating with net-zero impact and at zero cost to the community, so that everyone is free to move forward whether by foot, bike, bus or car.They've been around since 1399 and over the centuries their charitable work has expanded to inspiring, educating and funding the next generation of civil engineering talent, and to ensuring the environment, skills and structures that make our area unique are preserved and given new life.All their work is self-funded through a portfolio of properties and investments, with every penny they make invested into ensuring there will always be free passage across the river, and in continuing their mission of building bridges to a better future for the communities they serve.The Rochester Bridge Trust is seeking a Finance Manager to join their Finance Team. This is a part time role for 22 hours worked across 4 days a week, Monday - Thursday. Offices are closed on Fridays. The salary is £50,000 FTE.MAIN PURPOSE OF JOBTo support the Head of Finance in delivering sound financial management of the Trust by preparing the budgets and management accounts, processing financial transactions and maintaining accurate accounting records, ensuring good cost management and financial control.POSITION IN ORGANISATIONReports to the Head of Finance.Line manages the Finance Administrator and Finance Intern when appointed.SCOPE OF JOBFinancial Management and Reporting - 15%
Work with Senior Managers to prepare budgets and provide financial management information to ensure good cost management and financial control.
Financial Accounting - 50%
To process financial transactions, ensuring the Trust's accounting records are properly maintained, with robust systems and controls in place.To manage the Accounts Payable function ensuring compliance with the Procurement Policy and ensuring that purchases are made in line with the Scheme of Delegation.To ensure payments are made in line with the bank mandate.To prepare draft statutory accounts, ensuring compliance with accounting standards and other relevant regulations and legislation.
Cashflow - 10%
To monitor and forecast cashflows to assist in management of the Trust's cash requirements to meet liabilities and maximise returns.
Payroll, Pensions & VAT - 20%
To oversee the preparation, processing and submission of the returns for payroll and pensions.To prepare and submit VAT returns to HMRC.
Other - 5%
To undertake any such duties as directed to support the delivery of the Trust's work.
DIMENSIONS & LIMITS OF AUTHORITY
Can place orders for goods and services within the terms of the approved Scheme of Financial Delegation.Manages petty cash float.
QUALIFICATIONS
Qualified Accountant ACA/ACCA.
EXPERIENCE
Experience of accounting and taxation essential.Experience of budget preparation and control essential.Experience of Sage is desirable. Charity experience would be useful.Experience of cashflow forecasting highly desirable.High standard of written and spoken English essential.Strong organisational and IT skills (MS Office) essential.
How to Apply:If you are interested in this role and would like to learn more please attach your CV to the link provided.....Read more...
As an Audit Associate, you will have the operational responsibility of providing clients with high quality audit services throughout the fieldwork stage of the audit in compliance with firm procedures and assisting in the evaluation of client internal controls.
Key responsibilities include (but are not limited to):
Assisting the Audit team with the planning and administration of auditassignments
Performing audit tests in line with the firm's methodology to ensure client financial information is accurate
Accurately documenting the required information for sales and purchase invoices, bank statements, payroll records and other sources of data to conclude that transactions have been processed accurately
Drafting key client documents including engagement letters for manager review
Communicating progress to management, detailing when tasks fall behind planned budgets, and seeking additional tasks if budgets have been outperformed
Communicating, with assistance, with clients across a range of mediums, including email and in-person, to conclude on transactions which do not immediately meet expectations
Referencing client financial statements to ensure that sufficient and appropriate audit work has been performed in each audit section
Identifying areas for improvement in client systems and communicating these to management
Completion of the required level of study, including passing all exams, regularly updating apprenticeship learning journals, training files, etc.
Understanding the principles of cybersecurity and how to work safely online
Understanding the key role that the finance function plays for our clients and the principles of professional ethics and codes of conduct in a finance environment
Applying professional judgement, maintaining and applying a critical eye to transactions and trends within groups of transactions, for reasonableness
Completion of all necessary training outlined in the firmwide training plan
Training:
The successful applicant will train with First Intuition. Undergoing a level 7 ICAEW Professional Apprenticeship
Depending on the successful applicant, the role can either begin in June or September
You will participate in a structured ICAEW apprenticeship in pursuit of the ACA qualification at level 7. The qualification blends classroom and online learning with on-the-job practical work experience and is a highly respected, globally recognised professional qualification leading to Chartered Accountant status
Training Outcome:Parsons offers a clear career pathway for apprentices with a role map and competency frameworks outlining the required skills, behaviours and capabilities expected at each stage of your career. Those joining at Level 7 will begin their career as an Audit Associate, with the opportunity to progress to Audit Semi-Senior as you progress through your qualification and performance criteria are met.
As you become more experienced and autonomous in your work, you will assist in supporting and developing less experienced colleagues through their studies and day-to-day responsibilities. Promotion to Audit Senior is achievable around the point of ACA qualification.
Qualified colleagues in due course may be promoted to a managerial position, such as an Audit Assistant Manager, and beyond this, further progression is available into team management and leadership roles where appropriate.Employer Description:Parsons provides an array of accountancy services to local and international clients. We serve clients ranging from small owner-managed businesses to large corporations across multiple service lines including audit, statutory accounts preparation, tax compliance and advisory, and corporate finance. Our priorities are to provide business owners peace of mind that their finances are legally compliant, and to provide additional value to help our clients achieve both business and individual financial objectives. The firm is built upon our four corporate values – ambition, clarity, positivity and trust.
Team overview
Audit comprises a growing team of 13 relationship-driven professionals who solve problems on a daily basis to add value to our clients. In recent years the Audit team has rapidly expanded to support over 40 clients and over £600,000 of annualised fees. The team provides assurance services which are vital to our client base – ensuring their business controls are operating appropriately and other providers of finance with confidence as to the accuracy of the financial statements. The Audit team services clients that turnover between £10m and £130m across a variety of sectors. The vast majority of our clients are statutory audits in the private sector with a small number of pension scheme, charity and academic audits, providing a full array of services clients.Working Hours :Monday - Friday, 9.00am - 5.00pm, with a 1-hour unpaid lunch break.Skills: Communication skills,IT skills,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Enthusiasm,Strong interpersonal skills,Positive,Honesty,Commitment to Self - Improving....Read more...
Interview process lasting from 9th Feb until 13th March.
The primary role for the Apprentice/Core Occupation duties:
Commercial - Support the organisation's strategic vision, commercial aims and objectives by contributing to the generation/handling of insurance products and services. This can mean, for instance, helping to attract new clients or retain existing clients through renewal
Meet numerous critical deadlines and prioritise activity appropriately to meet targets
Analysis & decisions - Gather, analyse and interpret all data that is relevant to the delivery of insurance products and services Identify and act upon issues arising, taking appropriate action such as making a recommendation, a decision or a referral
Quality Assurance - Ensure the organisation's Insurance quality assurance process is completed satisfactorily to process a transaction, make a decision or recommendation
Communicate - Liaise with relevant internal teams, specialists and external stakeholders to ensure successful conclusions to insurance issues, which could, for instance, be a decision on insurance coverage or a payment to a client
IT Systems - Create IT records and maintain up to date information relating to an insurance record via the organisations IT system(s)
Data Protection - Work with personal, confidential and sensitive information, (such as personal, commercial and financial data), following a strict legal duty to maintain the confidentiality of the information and fully adhering to organisational policies and guidelines
Regulatory - Adhere to the regulatory requirements that impact on insurance activity within own role, contributing to a compliant workplace. Work also in line with the organisation's processes, and relevant codes of conduct
Claims Handling/Loss Adjuster duties:
Fraud - Act as the first line of defence. Contribute to fraud reduction and detection by identifying insurance claims that could be fraudulent, escalating as appropriate within own organisation or as appropriate to relevant bodies including the police, action fraud and other affected financial services organisations
Processing - Manage an insurance claim from start to finish, gathering all of the critical evidence needed to reach a conclusion
Escalate decisions as needed within own organisation. Payout approved claims to the client (or their representative) accurately and promptly
Assistant Underwriter duties:
Risk - Assess and decide the specific level of risk associated with a client’s request to insure
Contribute to decisions to accept and decline insurance and decisions on premium levels
Limits - Operate within the approved financial limits, escalating underwriting issues beyond own financial authority
Junior Broker duties:
Represent - Act on behalf of your client, making appropriate negotiation/representation to the insurer to provide an effective return on insurance decisions
Products & Services - Proactively identify and recommend insurance products and services (from across the marketplace) to new and existing clients. Contribute to the broker's sales and commission targets
Training Outcome:
Once the Apprenticeship has been successfully completed, the candidate will be offered an opportunity to permanently join one of our departments
Employer Description:Purbeck Insurance is a small, but growing, insurance firm based in Rugby, Warwickshire. We sell personal guarantee insurance to Directors of small and medium enterprises (SME). When a Director takes out a loan for their business, a lot of the time there will be a personal guarantee attached to that loan. This means that if at any point the Director fails to pay their direct debit, the lender can then come after their assets. That is where we come in. We protect the Director's position. The work we offer is rewarding, and the company has a great culture, and as a fast growing company the opportunities to develop and progress are there for any new starter looking to begin their career with us.Working Hours :8 hours a day from 09:00 - 17:00 including a 1-hour lunch allowance.Skills: Attention to detail,Organisation skills,Customer care skills,Analytical skills,Effective communicator,Written communication skills,Proactive mindset,Self motivated,Professional,Interpersonal skills,Team player,Enthusiasm,Willingness to learn,Confidence,Punctual,Aspirational....Read more...
FINANCIAL ACCOUNTANT / MANAGEMENT ACCOUNTANT
(12 MONTH CONTRACT STARTING FEB 26 – POSSIBILITY OF PERMANENT) WEST LONDON | HYBRID WORKING (2 DAYS PER WEEK IN THE OFFICE) £60,000 to £70,000 BASE + 10% BONUS FOR CONTRACT COMPLETION
THE COMPANY: We’re exclusively partnering with a highly successful, people-first business with multiple global offices and a growing UK finance function, supporting operations across five international entities.
This is a contract opportunity for an individual with strong a strong blend of Management Accountant and Financial Accountant experience, working closely with the Group Financial Controller. You’ll take rotational ownership of a proportion of the entities, delivering high-quality UK GAAP reporting, robust balance sheet control and meaningful commercial insight, with genuine scope to drive process and reporting improvements.
This is a high-impact Financial Accountant / Management Accountant role within a collaborative finance team and offers the potential to convert to a permanent position for the right individual. THE FINANCIAL ACCOUNTANT / MANAGEMENT ACCOUNTANT ROLE:
As Financial Accountant / Management Accountant, you’ll be reporting into the Group Financial Controller, you’ll work alongside a colleague to manage the financial and management accounts for a proportion of 5 legal entities on a rotational basis
Owning the month-end close for your allocated entities, including close timetable management, accurate cut-off, and maintaining a clear audit trail
Preparing and posting month-end journals across your portfolio (accruals, prepayments, deferred income, payroll, fixed assets, FX revaluations, provisions and other UK GAAP adjustments)
Producing monthly UK GAAP management accounts (P&L and balance sheet) with clear commentary and variance analysis vs budget, forecast and prior year, providing insight and analysis to support management decision-making
Providing ad-hoc financial analysis and advice to the management team and stakeholders
Ensuring accurate revenue recognition in line with client contracts and applicable reporting standards, including appropriate accounting for accrued and deferred income and associated costs
Partnering with operational and project stakeholders to validate performance, billing triggers and improve financial accuracy across entities
Maintaining strong balance sheet controls through timely reconciliations across key accounts
Supporting intercompany accounting across multiple jurisdictions, including management of intercompany agreements, recharges, journals, reconciliations and stakeholder query resolution
Assisting with treasury and cash management, including cashflow forecasting, working capital management
Supporting budgeting and reforecasting, delivering KPI reporting, commercial insight and decision support to senior management
Playing a key role in statutory reporting and the year-end audit process, including audit schedules, responding to auditor queries, and liaising with internal and external stakeholders
Identifying, designing and delivering process improvements
THE PERSON:
ACCA, ACA or CIMA Qualified or a strong Finalist, with dual Management Accountant and core Financial Accountant experience
UK GAAP understanding (FRS 102 exposure beneficial) and confident preparing/posting month-end journals through close
Strong balance sheet control capability with a disciplined approach to reconciliations and audit readiness
Commercially minded with excellent analytical skills
Confident communicator, able to work with cross-functionally stakeholder relationships
Process improvement mindset; experience with systems projects/automation is desirable
Experience of Sage would be an advantage
TO APPLY: Please send your CV for the Management Accountant / Financial Accountant role via the advert 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...
As an Audit Associate, you will have the operational responsibility of providing clients with high quality audit services throughout the fieldwork stage of the audit in compliance with firm procedures and assisting in the evaluation of client internal controls.
Key responsibilities include (but are not limited to):
Assisting the Audit team with the planning and administration of audit assignments
Performing audit tests in line with firm methodology to ensure client financial information is accurate
Accurately documenting the required information for sales and purchase invoices, bank statements, payroll records and other sources of data to conclude that transactions have been processed accurately
Drafting key client documents including engagement letters for manager review
Communicating progress to management, detailing when tasks fall behind planned budgets, and seeking additional tasks if budgets have been outperformed
Communicating, with assistance, with clients across a range of mediums including email and in-person to conclude on transactions which do not immediately meet expectation
Referencing client financial statements to ensure that sufficient and appropriate audit work has been performed in each audit section
Identifying areas for improvement in client systems and communicating these to management
Completion of the required level of study, including passing all exams, regularly updating apprenticeship learning journals, training files, etc.
Understanding the principles of cybersecurity and how to work safely online
Understanding the key role that the finance function plays for our clients and the principles of professional ethics and codes of conduct in a finance environment
Applying professional judgement, maintaining and applying a critical eye to transactions and trends within groups of transactions, for reasonableness
Completion of all necessary training outlined in the firmwide training plan
You will develop a broad range of technical skills, beginning with the fundamentals of audit testing, UK GAAP and ISAs. As you progress, you will move on to identifying common issues in client accounting, independently completing straightforward audit sections such as detailed testing and lead schedules.
You will build on your existing written and verbal communication skills, becoming more confident in managing professional relationships with colleagues and clients. You will gain experience using a variety of finance and IT systems. Over time, you will apply your technical knowledge to client work, explaining audit requests to the client independently and clearly, and considering the necessary remedy to common issues identified in client accounting.
You will also build on your team skills, in time helping other colleagues to develop by sharing your learning and experience. Ultimately, this role will provide a strong foundation for a successful career in audit.Training:
The successful applicant will train with First Intuition Leeds Limited, undergoing a level 3 AAT qualification
Depending on the successful applicant, the role can either begin in June or September
Training Outcome:
Parsons offers a clear career pathway for apprentices with a role map and competency frameworks outlining the required skills, behaviours and capabilities expected at each stage of your career
Those joining at Level 3 will begin their career as an Audit Associate, with the opportunity to progress to Audit Semi-Senior as further qualifications are achieved and performance criteria are met
As you become more experienced and autonomous in your work, you will assist in supporting and developing less experienced colleagues through their studies and day-to-day responsibilities
Promotion to Audit Senior is achievable around the point of ACA qualification
Qualified colleagues in due course may be promoted to a managerial position, such as an Audit Assistant Manager, and beyond this, further progression is available into team management and leadership roles where appropriate
Employer Description:Parsons provides an array of accountancy services to local and international clients. We serve clients ranging from small owner-managed businesses to large corporations across multiple service lines including audit, statutory accounts preparation, tax compliance and advisory, and corporate finance. Our priorities are to provide business owners peace of mind that their finances are legally compliant, and to provide additional value to help our clients achieve both business and individual financial objectives. The firm is built upon our four corporate values – ambition, clarity, positivity and trust.
Team overview
Audit comprises a growing team of 13 relationship-driven professionals who solve problems on a daily basis to add value to our clients. In recent years the Audit team has rapidly expanded to support over 40 clients and over £600,000 of annualised fees. The team provides assurance services which are vital to our client base – ensuring their business controls are operating appropriately and other providers of finance with confidence as to the accuracy of the financial statements. The Audit team services clients that turnover between £10m and £130m across a variety of sectors. The vast majority of our clients are statutory audits in the private sector with a small number of pension scheme, charity and academic audits, providing a full array of services clients.Working Hours :Monday- Friday, 9.00am - 5.00pm, with a 1-hour unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Team working,Open and honest,Self-motivated,Flexible and proactive,Customer focused,Able to make decisions,Able to use initiative,Able to work under pressure,Able to work to deadlines,Confident communicator,Strong interpersonal skills,Committed to the qualification,Microsoft Office skills,Enthusiasm,Commitment to Self - Improving....Read more...
An exciting opportunity has arisen for an Audit Manager to join a well-regarded accountancy firm providing comprehensive audit, advisory, and financial services across a diverse client base.
As an Audit Manager, you will be responsible for leading audits, ensuring compliance, and supporting business growth. This role offers a minimum salary of £80,000 and benefits.
Salary details:
? For audit senior manager - £80,000+
? For Responsible Individual - £100,000+
You will be responsible for
? Leading, planning, and reviewing audits to ensure technical excellence and timely delivery
? Providing guidance on UK GAAP, IFRS, FRS 102, and other regulatory requirements
? Mentoring and developing audit seniors and staff, managing performance and workflow
? Building and maintaining strong client relationships and identifying value-add opportunities
? Ensuring compliance with professional standards, engagement profitability, and quality control
? Driving efficiency through new audit methodologies and approaches
? Supporting senior leadership with portfolio management and client meetings
? Overseeing financial management of audit engagements
What we are looking for
? Previously worked as a Senior Audit Manager, Audit Manager, Audit Senior, Responsible Individual, Audit & Accounts Manager, Audit Director, Audit Supervisor or in a similar role.
? Possess extensive experience in audit department.
? ACA/ACCA qualified (or equivalent)
? Strong technical expertise in UK GAAP, IFRS, and FRS 102
? Demonstrated leadership, people management, and client relationship skills
? Experience managing sizeable audit portfolios and teams
? Knowledge of accounts preparation and Corporate Tax
? RI registration not essential but candidates should demonstrate potential to achieve this
What's on offer
? Competitive Salary
? Enhanced maternity and paternity leave
? Health Cash Plan
? Life Assurance
? Cycle to Work scheme
? Private medical insurance (f....Read more...
Senior Sales Consultant – Managed Services
Salary: Up to £65,000
A leading Managed Services Provider is seeking an accomplished Senior Sales Consultant to drive growth across the Professional Services market.
The business has built a strong reputation for delivering high-quality Microsoft-aligned solutions, supporting clients with modern IT Support services, robust Cyber Security offerings, and Azure/Microsoft 365 transformation programmes.
Their customer base spans legal, financial, accountancy, and other professional services firms that value a trusted partner who understands their operational pressures and regulatory landscape.
Key responsibilities:
- Build and nurture senior-level relationships
- Identify opportunities for managed services, cloud transformation, and security enhancements
- Shape tailored solutions that solve real business challenges
- Work closely with Microsoft technologies and a team that knows them inside out
- Influence strategy as part of a growing, ambitious commercial function
Experience required:
- A proven track record in selling managed services or Microsoft-based solutions
- Ideally have experience selling into the Professional Services market.
- A consultative approach and the ability to translate technical capability into business value
- Confidence engaging with C-suite stakeholders
- A proactive, energetic mindset and a desire to make a visible impact
Hybrid / London
Paying up to £65,000 basic + double OTE.
Must be eligible to work in the UK. ....Read more...
Finance Assistant – Newton Aycliffe*Minimum qualification of AAT level 2 requiredHours: Full Time (Monday – Friday)Salary: £24,500 - £27,500 per annumReports to: The post holder will be accountable to the Finance Manager, CEO’s & Directors of ROC GroupObjectives: To provide a highly effective Finance administration serviceWhat We Offer:
Ongoing professional development and training.
Comprehensive benefits package, including enhanced DBS check, healthcare plan, and company pension.
Enjoy perks like our profit share scheme, recognition program, credit union saving scheme, and company events.
A supportive and forward-thinking organisation committed to quality care, who make a real difference in the lives of young people.
Job Purpose and Role:We are looking for a proactive Finance Assistant to join our busy and growing finance team. You will support the Finance Manager and provide efficient, customer-focused financial and administrative support across the organisation.This is a fast-paced role requiring strong organisation skills, attention to detail, and the ability to manage competing priorities while delivering high-quality service to internal teams and external partners.Key Responsibilities:
Process incoming and outgoing invoices accurately and on timeSupport banking, payments, and account reconciliationsAssist with payroll preparation, timesheets, and staff expensesHelp prepare VAT returns and financial reportsMaintain accurate financial records (manual and electronic)Respond to finance queries from colleagues and external stakeholdersDistribute financial documentation to relevant managersLiaise with facilities and other departments to ensure accurate information flowMaintain confidentiality and comply with company policies, Health & Safety, and Safeguarding standards
About You:
Highly organised with strong time management skillsConfident communicator with good interpersonal skillsCustomer-focused with strong attention to detailAble to work effectively in a busy team environment
ROC Group provides services for children and young people. Appointment to this role is subject to the successful completion of a DBS check.Apply now, or call on 0330 335 8999.....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a competitive salary and benefits.
You will be responsible for:
* Managing financial transactions through the firm's systems efficiently and accurately
* Reconciling data across multiple platforms and ensuring records are precise
* Liaising with fee-earners and other colleagues regarding payments
* Processing payments using online banking systems
* Preparing audit evidence and maintaining compliance with regulatory requirements
* Identifying, managing, and reporting financial risk
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal clerk, Accounts Administrator or in a similar role.
* Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
* Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
* Confident using Practice Management Systems and financial software
* Strong organisational skills and attention to detail
What's on offer:
* Competitive salary
* Hybrid working to support work-life balance
* Supportive and collaborative team environment
* Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
An opportunity has arisen for a Legal Cashier to join a respected legal firm, offering a full range of legal services across corporate, property, private client, and public sector work.
As a Legal Cashier, you will be responsible for supporting the cashroom function and ensuring client and firm funds are managed accurately and in line with relevant regulations.
This role offers a salary range of £28,000 - £34,000 and benefits.
You will be responsible for:
* Managing financial transactions through the firm's systems efficiently and accurately
* Reconciling data across multiple platforms and ensuring records are precise
* Liaising with fee-earners and other colleagues regarding payments
* Processing payments using online banking systems
* Preparing audit evidence and maintaining compliance with regulatory requirements
* Identifying, managing, and reporting financial risk
What we are looking for:
* Previously worked as a Legal Cashier, Accounts Assistant, Finance Assistant, Legal Accountant, Accounts Administrator, Billing Assistant or in a similar role.
* Sound knowledge of legal accounts rules, including Law Society and SRA accounts guidance
* Understanding of Anti-Money Laundering (AML) legislation and third-party payment procedures
* Confident using Practice Management Systems and financial software
* Strong organisational skills and attention to detail
What's on offer:
* Competitive salary
* Hybrid working to support work-life balance
* Supportive and collaborative team environment
* Opportunities for career development and progression
This is a fantastic opportunity for a Legal Cashier to join a professional and forward-thinking legal team.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment.Our client specialises in providing strategic financial planning for private clients, trustees and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g. Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner – ability to learn how to use new systems and processes.
Discretion – ability to handle sensitive and confidential information with professionalism and integrity.
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!....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...
