An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
? Providing technical paraplanning support across a broad range of financial planning cases.
? Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
? Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
? Producing cashflow models, financial reports and suitability documentation.
? Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
? Preparing client review packs, investment performance reports and supporting documentation.
? Obtaining quotations, product information and research to compare suitable financial solutions.
? Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
? Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
? At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
? Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
? Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
? Experience within pensio....Read more...
Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:After successful completion of the apprenticeship, you will have the opportunity to continue your career with Monteagle Wealth Management in a permanent role. A clearly defined development pathway is offered, including support for industry-recognised CII qualifications, progression into Paraplanning and, for the right individual, the opportunity to ultimately train and qualify as a Financial Planner / Financial Adviser.Employer Description:We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Creative,Positive attitude,Time management....Read more...
Speaking with clients and third parties on a daily basis
Managing complex workflow efficiently
General administrative duties
You will have an initial period of training to learn new processes and skills which would provide you with a solid foundation for a career within a Financial Services Practice. We provide ongoing development and encourage learning via the apprenticeship scheme and professional qualifications via the Chartered Institute for Insurance (CII).Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 - awarded by The Chartered Insurance Institute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:The desire to progress within the organisation would be beneficial. There is an opportunity to develop over time, including support for higher level professional qualifications, working towards paraplanning and advice. The role is permanent.Employer Description:We provide financial planning to a wide variety of clients through different life stages specialising in pre and post retirement and business owners. We believe in employee development and offer genuine scope for career progression.Working Hours :Monday - Friday 9.00am - 5.00pm.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Creative,Positive attitude,Time management....Read more...
An opportunity has arisen for a Paraplanner to join a financial advisory firm providing personalised wealth management, investment, retirement, and financial planning services helping individuals and businesses achieve their long-term financial goals.
As a Paraplanner, you will provide technical paraplanning support to financial advisers, helping to develop compliant and effective financial planning solutions for clients.
This role offers benefits and a competitive salary depending on candidate experience.
You will be responsible for
* Providing technical paraplanning support across a broad range of financial planning cases.
* Working closely with advisers to identify suitable financial planning strategies that meet clients objectives.
* Preparing recommendations covering investments, pensions, retirement, tax and estate planning.
* Producing cashflow models, financial reports and suitability documentation.
* Reviewing investment portfolios and supporting asset allocation recommendations in line with clients risk profiles.
* Preparing client review packs, investment performance reports and supporting documentation.
* Obtaining quotations, product information and research to compare suitable financial solutions.
* Liaising with clients, providers and third parties to ensure cases progress efficiently.
What we are looking for
* Previously worked as a Paraplanner, IFA Administrator, Financial Planning Administrator, Financial administrator, Financial Planning Analyst, Financial Planning Assistant or in a similar role.
* At least 1 year of experience in a Paraplanner position within an Independent Financial Adviser or Wealth Management environment.
* Level 4 Diploma in Financial Planning (PFS) qualified, currently working towards the qualification, or FPC qualified with substantial industry experience.
* Familiarity with financial research systems such as Analytics, Voyant and other industry-standard platforms.
* Experience within pension transfers and knowledge of inheritance tax planning and investment products.
* Strong understanding of current financial services legislation and regulatory requirements.
* Competent using Microsoft Office, including Outlook, Word, Excel and PowerPoint
Whats on offer
* Competitive Salary
* RO exam study support, including funded first exam attempt.
* Care Cashback Plan (after successful completion of probation).
* Work-from-home Fridays (subject to business needs).
* Annual leave increasing with service (up to 25 days).
* Long service recognition and additional leave
* Three additional days off at Christmas.
* Access to an on-site gym.
* Company pension scheme.
* Staff discount.
* Birthday leave.
Apply today if youre looking to join a respected financial planning business where you can further develop your expertise and build a rewarding long-term career.
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.
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Provide administrative support to financial advisor and other team members
Assist with processing client documentation and maintaining accurate records
Handle client queries by phone, email, or in person in a professional manner
Ensure compliance with financial regulations and internal policies
Support with preparing reports, client reviews, and other documentation
Update CRM and database systems with client and transaction information (Full training will be given)
Liaise with product providers to obtain policy information or updates
Maintain confidentiality and accuracy in all tasks
Training:You will work towards your:
Financial Services Administrator Level 3 Apprenticeship
Certificate in Insurance (Cert CII). (if applicable)
Training will be on site and the Apprenticeship Training will be via Davies, virtually. 6 hours per week off the job training. Training Outcome:Following this, the career routes could include paraplanning, operations or client facing advice roles.Employer Description:Shenley Private Wealth is an Appointed Representative of St. James's Place. We are a wealth management organisation dedicated to providing tailored, one-to-one financial advice across a range of investment products. Our clients are at the heart of every-thing we do, and we take the time to understand their personal and business goals to deliver financial solutions that are right for each individualWorking Hours :Monday - Friday, 9.00am to 5.00pm.
Solely on site.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
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 LondonHere'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...
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...
Harper May is partnering with a long-established, London-based membership organisation with over a century of heritage, headquartered in Mayfair. The organisation operates across membership services, national events, publications, education, and charitable activity, with a diverse revenue base and complex reporting requirements across trading and non-trading activities. With continued growth in commercial activity and ongoing investment in the finance function, the leadership team is now appointing a Financial Controller to take ownership of financial reporting and controls, and partner closely with senior leaders across the organisation.The RoleReporting to the senior finance leadership, the Financial Controller will own the day-to-day running of the finance function, lead a small in-house team, and take responsibility for month-end, statutory reporting, and financial controls across the group. The role suits a technically strong, hands-on accountant who is comfortable balancing operational delivery with process improvement in a mature, well-structured environment.Key Responsibilities
Own the month-end close and produce timely, accurate management accounts and board reportingLead the year-end audit process and prepare statutory financial statements across group entitiesManage VAT, corporation tax, and other compliance filings, including any specific requirements around charitable and trading activitiesStrengthen financial controls, systems, and reporting discipline across the organisationPartner with senior leadership on budgeting, forecasting, and financial planningManage and develop the in-house finance team across ledgers, payroll oversight, and reportingSupport ongoing systems and process improvement projects across the finance function
What we are looking for
Fully qualified accountant (ACA, ACCA, or CIMA)Strong technical accounting foundation and prior experience in a Financial Controller or senior Finance Manager roleExperience in a membership, charity, professional body, or similarly complex multi-activity organisation is a plusConfident owning month-end, statutory reporting, and the audit relationshipHands-on and organised, comfortable leading a small team and improving process along the wayBased within a sensible commute of central London, with on-site presence expected
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Provide clerical support in the administering, control and monitoring of the certification and processing of creditors, debtors and other payments in accordance with departmental guidelines and financial regulations.
Provide clerical support to the disbursement, controls, income and administrative functions of the Service in accordance with financial regulations.
Such other responsibilities allocated which are appropriate to the grade of the role.
Training Outcome:Progression for the right candidate.Employer Description:Gateshead is a great place to live, work and visit and Gateshead Council has a clear focus on helping communities to thrive. Resources and Digital Directorate operates at the very core of the Council's operations, working with Services to deliver the Councils priorities. Working Hours :Monday - Friday, shifts to be confirmed.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
Core responsibilities:
Working one on one with our existing advisers, carrying out a range of duties throughout the full advice and client servicing processes including:
Liaising with clients and third parties
Preparing relevant compliance documents
Analysing recommendations for new plans and existing client holdings
Ensure appropriate data is accurately recorded within the CRM systems used and updated in line within our company processes
Key attributes:
Personable
Excellent written and verbal communication skills
Desire to provide high standard of service to our clients
Ability to work in a team whilst managing your own time and workload
A keen interest in personal finance and investments
Ability to work under pressure and time constraints
Commitment to continued professional development
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisation: SKILLS EDGE TRAINING LTD.
Your training course: Financial services administrator.
Equal to Level 3 (A level).Training Outcome:Post apprenticeship - professional qualifications, career progression, uncapped earnings in adviser role.Employer Description:A Wealth Management practice based in The City of London, providing holistic financial planning to individuals, families and businesses.Working Hours :Monday - Friday: 8.30am - 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Personable,High standard of service,Interest in Financial Services,Able to work under pressure....Read more...
This is a development role within the Finance Team, working in a dynamic and fast-paced environment. The role is suited to an individual who is eager to learn, well organised, motivated, and keen to build a career in Finance.
The role within the Finance Department and duties will include, but not be limited to the following:
Assist with processing financial transactions in line with financial controls.
Support purchase ledger and sales ledger activities, including invoice processing and query resolution.
Assist with bank reconciliations and cash allocation.
Support month-end activities, including preparation of journals and reconciliations.
Help prepare basic financial reports and provide support with variance analysis.
Deal with a variety of queries in a timely and professional manner.
Provide general administrative support to the Finance Team.
Assist with audits and other financial reviews.
Support continuous improvement initiatives to enhance processes and efficiency.
Provide cover for other activities as required due to peak workload or absence.
Uphold and ‘live’ the Tekmar Group values – Work Together, Do Things Right, Break the Boundaries.
Ensure compliance with and actively promote the Company’s procedures and policies.
Training:
Level 3 Accounts/Finance Assistant at Stockton Riverside College.
Functional skills maths and English, if required.
Training Outcome:An opportunity for a full-time position at the end of the apprenticeship.Employer Description:Tekmar Group works together to provide leading technology and services to the global offshore energy markets.
Our primary operating companies include:
RYDER is a global engineering consultancy, offering dependable support for the offshore energy sector.
Tekmar Energy is the market-leading provider of subsea protection systems for cables, umbilicals and flexible pipe.
Pipeshield is one of the world’s leading providers of subsea pipeline protection systems to the offshore energy market.
We understand the importance of meeting global energy demand through a sustainable energy mix therefore deliver our technology and services across multiple offshore energy sectors.Working Hours :Monday to Friday 9am to 5pm, flexible on start and end times. 7.5 hours per day.Skills: Communication skills,IT skills,Organisation skills,Number skills,Analytical skills,Team working,Eager to learn,Motivated,Interest in finance,Able to build relationships,Microsoft Office knowledge,Interpersonal skills....Read more...
Duties will include:
Maintaining financial records
Preparing accounts
Preparation of VAT returns
Bookkeeping
Other administrative duties
Company Benefits:
28 days’ annual leave plus bank holidays,
Pension – up to 4% contribution match
Professional qualification salary enhancement
Financial services
Full study support
Training:Accounts and Finance Level 2 Apprenticeship Standard.Training Outcome:There will be an opportunity to progress into a full-time role as an Accountant once the apprenticeship has been successfully completed.Employer Description:An established accountancy practice based in Hyde providing first class accounting and taxation services to help clients. The company specialise in small and medium sized businesses and pride themselves on getting to know their clients so they can offer quality, timely and cost effective solutions.
The team is made of 24 colleagues who share their core values are respect, integrity, trust, dynamism and family.Working Hours :Monday to Friday from 9:00am to 4:30pm.Skills: Communication skills,IT skills,Organisation skills,Attention to detail,Customer care skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working....Read more...
Duties may include:
Answering telephones in a professional manner and distributing messages where required and answering queries where possible
Photocopying
Scanning
Filing & indexing
Basic typing
Processing and distributing post
Taking legal documents to and from the Courts
Providing support to teams within Town Clerk Service as required
Basic financial processes and the understanding of client billing with the support of a graded member of staff
Training:
Advanced Business Administration Level 3
End Point Assessment (EPA)
Functional Skills in Maths and English if required
Regular training and development sessions to meet the needs of the employer and the apprentice
Training Outcome:
The successful candidate will be given the opportunity of full-time employment upon completion of the advanced apprenticeship if available
Employer Description:Hull City Council’s Service Support provides administrative support to the Town Clerk’s Service, and in particular the teams within Legal Services. Service Support provides a range of administrative support including arranging meetings, minute taking, transcribing audio files, typing, scanning, electronic and physical filing, archiving, basic financial transactions, monitoring, maintaining databases and data entry. From time to time, Service Support provides support to other teams within the Town Clerk’s Service including the Civic Office, Committee Services, Customer Feedback Team, Electoral Services, Information Governance, I.T., Local Land Charges, Printing Services and Scrutiny Team.Working Hours :Monday- Thursday, 9.00am - 5pm.
Friday, 9.00am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative....Read more...
MARKETING MANAGER - FINANCIAL SERVICES LONDON – HYBRID UP TO £70,000 + BENEFITS + PROGRESSIONTHE OPPORTUNITY:
Get Recruited are recruiting on behalf of a well-established and growing financial services business that provides specialist funding solutions to businesses across the UK. With an ambitious growth strategy and a strong reputation within their sector, they're looking to appoint a Marketing Manager who can help elevate the brand, support commercial growth, and deliver impactful marketing initiatives across multiple channels.
This is a hands-on Marketing Manager position where you'll have the opportunity to shape marketing strategy while remaining actively involved in delivering campaigns. You'll play a key role in planning and launching integrated marketing campaigns, ensuring the right channels are being used to reach the target audience and continually measuring what's working. We're looking for someone who understands the full marketing mix, has strong digital marketing knowledge, and can confidently balance strategic thinking with day-to-day execution.
THE ROLE:
Develop and deliver marketing strategies that support business growth and brand awareness.
Plan and execute integrated campaigns across digital, social media, email, events and other relevant channels.
Lead go-to-market activity for new products, services and propositions.
Manage and optimise the company website and social media platforms, ensuring content remains fresh, engaging and aligned with the brand.
Create marketing collateral, thought leadership content, case studies and promotional materials.
Work closely with internal stakeholders to understand commercial priorities and translate them into effective marketing activity.
Manage relationships with external agencies, designers and other marketing partners.
Plan and coordinate events, exhibitions and networking opportunities.
Monitor campaign performance, analyse data and identify opportunities to improve engagement and ROI.
Manage the marketing budget and ensure activity delivers value for money.
WHAT WE’RE LOOKING FOR:
Previous experience in a hands-on Marketing Manager or Senior Marketing Executive position.
Experience within Financial Services would be advantageous.
Experience developing and launching successful marketing campaigns from concept through to delivery.
Strong understanding of digital marketing, including social media, website management, email marketing and content marketing.
Able to identify the most effective marketing channels for different audiences and campaigns.
Comfortable working with marketing analytics and using data to improve future activity.
Experience managing external agencies and multiple projects simultaneously.
Excellent communication and stakeholder management skills.
Commercially minded, proactive and happy working in a role that combines strategy with delivery.
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...
Preparing sole-trader and Limited company financial accounts
Preparing VAT returns
Preparing Self-Assessment Returns
Preparing CIS returns
Payroll
Filing various financial correspondence
Answering the telephone to deal with queries from clients and other organisations
Scanning MTD related documents
Training:
On and off the job training
Level 2 Accounts or Finance Assistant Apprenticeship
Day release at The Stamp Exchange, Newcastle
Training Outcome:When the time comes, the apprentice will be able to progress onto accounts preparation and then eventually the posting up of the accounts. They will also be able to complete VAT returns and CIS returns. The opportunity to train in payroll may also be available.Employer Description:We have over 40 years of experience in consistently delivering high quality and personalised services to our clients who range from small one-man businesses to large businesses turning over millions of pounds with large numbers of staff. We offer our range of services to individuals, owner managed businesses and charitable enterprisesWorking Hours :37.5 hours per week, 9.00am - 5.30pm Monday - Thursday with a 45-minute lunch break, 8.00am - 3.00pm on a Friday with a 30-minute lunch break.Skills: Communication skills,Attention to detail,Customer care skills,Number skills....Read more...
Business Development ManagerLocation: PhilippinesSalary: Php 90,000 - Php 93,000About Regulation AsiaRegulation Asia is building the leading regulatory intelligence platform for Asia-Pacific. We help compliance, risk, legal, policy, regulatory intelligence, and government affairs teams stay ahead of regulatory change with daily updates, expert analysis, AI-enabled search, and essential insight from across the region.Our clients include leading banks, asset managers, insurers, fintechs, law firms, consultancies, technology companies, and regulators.We are a small, ambitious, fast-moving team with a clear vision, a strong product, and a significant growth opportunity.About the RoleWe are looking for a proactive and commercially minded Business Development Manager to help grow Regulation Asia’s subscription business.This is a hands-on sales role focused on outbound calling, following up with inbound leads, introducing prospects to the platform, and running short product demonstrations. Most demos will be conducted via Microsoft Teams and will typically last no longer than 30 minutes.You will be responsible for creating interest, explaining the value of Regulation Asia, answering initial questions, and following up professionally to help move opportunities through the sales process.This role would suit someone who enjoys speaking with people, is confident presenting online, and can clearly explain the benefits of a platform to busy professionals in financial services, compliance, legal, risk, and government affairs teams.Key ResponsibilitiesMake outbound calls and follow up with prospective clients across Asia-Pacific and other key markets.Respond quickly and professionally to inbound leads and trial enquiries.Introduce Regulation Asia and clearly explain the value of the platform.Conduct short online product demonstrations, usually via Microsoft Teams.Understand client needs and position the relevant benefits of the platform.Answer initial questions around coverage, content, use cases, pricing, and access.Follow up with prospects after demos to keep opportunities moving.Maintain accurate records of calls, meetings, demos, and next steps in the CRM.Work closely with the wider team to convert trials and demos into paid subscriptions.Support campaigns targeting banks, insurers, asset managers, fintechs, law firms, consultancies, and regulators.What We’re Looking ForPrevious experience in sales, business development, lead generation, SDR, BDR, or account management.Confidence making outbound calls and speaking with senior professionals.Strong communication skills and the ability to explain a product clearly and simply.Comfortable presenting online and running short product demonstrations.Organised, responsive, and disciplined with follow-up.Commercially focused, positive, and proactive.Interest in financial services, regulation, compliance, risk, legal, policy, or technology.Experience selling SaaS, subscriptions, data, research, media, or professional services would be helpful, but is not essential.What Makes This a Great OpportunityThis is a chance to join a growing business with a clear vision and a product that is highly relevant to the market.You will get real responsibility, direct exposure to senior clients, and the opportunity to make a visible impact from day one. We are a dynamic, focused, and enthusiastic team that moves quickly, supports each other, and enjoys building something valuable.For someone who is ambitious, curious, and excited by sales, technology, and financial services, this is a great opportunity to grow with the business.....Read more...
The Opportunity Hub UK is recruiting on behalf of an innovative financial services firm specialising in illiquid markets. This independent organisation is renowned for delivering best-in-class financial solutions within sales, trading, and advisory, particularly for institutional and high-net-worth clients. Established in 2009, the firm has extensive expertise in trading distressed debt, credit securities, and other illiquid assets, consistently adding significant value by addressing complex liquidity and execution challenges.Position: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob Overview:We’re looking for an experienced back-office professional to support essential fixed income transactions and operations. This role is an excellent opportunity for someone with established experience in financial operations and a strong grasp of fixed income products and settlement processes. As an Experienced Back Office Support – Fixed Income, you’ll contribute to the smooth operation of the firm’s fixed income activities.Here’s What You’ll Be Doing:Trade Booking and Confirmation: Managing the booking and confirmation process for complex fixed income trades, ensuring timely and precise handling.Settlement and Reconciliation: Overseeing settlement activities and conducting reconciliations to resolve any discrepancies effectively.Compliance and Regulatory Reporting: Ensuring that all fixed income transactions comply with regulatory standards, including comprehensive record-keeping and reporting.Process Improvement: Identifying and implementing best practices to enhance operational efficiency.Client and Counterparty Management: Serving as the primary contact for clients, brokers, and counterparties to resolve trade-related issues.Technical Support: Leveraging industry-standard software to support fixed income transactions and reporting needs, providing troubleshooting as needed.Here Are the Skills You’ll Need:Experience: At least 3 years in a back-office role, ideally with exposure to fixed income or related financial products.In-Depth Knowledge of Fixed Income Products: Solid understanding of bonds, loans, structured products, and general market practices.Regulatory Knowledge: Familiarity with compliance standards pertinent to fixed income trading and settlement processes.Analytical Skills: Strong ability to analyse discrepancies and troubleshoot operational issues.Technical Proficiency: Proficiency with industry tools such as Bloomberg, TradeWeb, and advanced Microsoft Excel.Communication and Interpersonal Skills: Excellent communication skills for engaging with internal and external stakeholders effectively.Work 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:Competitive Salary: Offering a strong salary with performance-based incentives.Industry Exposure: Gain valuable exposure to a diverse array of fixed income products and industry practices.Career Development: Support for continuous professional development and career growth opportunities.Why Pursue a Career in Fixed Income Back Office Support?A career in fixed income back office support provides essential experience in the financial services sector, developing highly transferable skills in trade operations and regulatory compliance. Working in fixed income offers a unique perspective on market mechanisms, enabling you to gain expertise in managing and supporting complex transactions. This role opens pathways for advancement within the financial industry, especially in finance and operations.....Read more...
Head of Finance
Romford | Hybrid Working
37.5 hours per week
Salary up to £63,985 per annum dependant on experience
Reporting to the Directo
Lead Finance. Influence Strategy. Make a Difference.
We are partnering with a respected, purpose driven organisation to recruit an experienced Head of Finance to join its Senior Leadership Team.
This is an excellent opportunity for a qualified finance professional with charity or not-for-profit sector experience to take on a strategic leadership role, helping to shape the organisation's financial future while supporting the delivery of vital services within the community.
r of Finance and Resources, you will lead the Finance and Procurement functions, providing financial leadership, ensuring strong governance and delivering the insight required to support effective decision-making.
Key Responsibilities
Lead and develop the Finance and Procurement teams.
Provide strategic financial advice to senior leaders and Trustees.
Lead budgeting, forecasting and financial planning activities.
Ensure robust financial controls, compliance and governance.
Oversee statutory reporting, audits and regulatory returns.
Support organisational sustainability and future growth through effective financial management.
About You
To be successful in this role, you will have:
A professional accounting qualification (ACA, ACCA, CIMA, CIPFA or equivalent).
Significant experience in a senior finance leadership position.
Previous experience gained ideally within the charity, not-for-profit or wider third sector.
Experience of leading change management initiatives and driving continuous improvement across finance and wider organisational functions
Strong understanding of charity accounting principles, restricted and unrestricted funds, and charity governance.
Excellent leadership, communication and stakeholder management skills.
The ability to translate complex financial information into clear, meaningful insight.
Why Apply?
Senior Leadership Team opportunity.
Hybrid working arrangement.
Strategic and influential leadership role.
Opportunity to support a highly respected organisation with a meaningful purpose.
Collaborative and supportive working environment.
If you are an experienced finance leader looking for a role where you can combine strategic influence with purpose driven work, we would love to hear from you.
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Daily bank reconciliations.
Maintaining accurate and up-to-date financial records for multiple clients.
Processing accounts payable and receivable transactions efficiently.
Preparing monthly management accounts and financial reports.
Identifying discrepancies and resolving issues related to financial data.
Supporting the finance team with other accounting and business support tasks.
Learners will be required to drive between Bolton and Bury Office (8 Longsight Road, Holcombe Brook, Bury, BL0 9TD & 23 Spring Vale, Bolton, BL7 0FS) so a driving licence and your own vehicle are essential.
Training:
Assistant Accountant L3 Apprenticeship Standard.
L3 Diploma in Accounting.
This qualification requires weekly college attendance.
Training Outcome:
We are offering the right person a long-term career and a permanent position within the company upon successful completion of the Apprenticeship.
Employer Description:Cura Accounting Ltd is a dynamic accounting firm that provides management accounts, payroll, credit control, project work and bookkeeping services across a diverse range of sectors. Our relaxed yet professional culture is driven by continuous investment in our staff, ensuring we leverage the latest technologies to keep our clients ahead of the competition.We are the alternative to employing full time staff for your all round finance needs.Working Hours :Monday to Friday, 9am – 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Finance – Medical Consultants
Process clinic and theatre lists using Midexpro/Carebit
Issue invoices to patients and submit to insurers via portals
Allocate payments and maintain accurate financial records
Run month-end reports
Provide financial and administrative support, including processing invoices, payments, and remittances, assisting senior management, and maintaining office supplies.
Administration & HR
General office administration and housekeeping tasks
Training Outcome:After completing the Level 2 Accounts/Finance Apprenticeship, you may progress into a full-time role such as Accounts Assistant or Finance Administrator. You could then move on to higher-level apprenticeships (Level 3/4 AAT) and develop into roles like Assistant Accountant, progressing further to Accountant or Finance Officer with experience and qualifications.Employer Description:Avondale Medical Limited was established in 2012 providing business services to the medical community, focusing mainly on Private Medical Consultants – Private Practices, and providing Accounting support to other Medical related companies.Working Hours :Monday to Friday, 09:00 - 17:00.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
It’s the chance to be part of a fun, fast paced working environment with a supportive and approachable team. You will get to be part of our client’s financial journeys helping them to achieve their goals!
Answer phone calls, emails ensuring clear and professional communication to clients and providers.
Prepare agendas and materials for meetings and take minutes if required.
Organise and schedule meetings for our Mortgage and Protection Advisor.
Maintain databases and ensure records are up to date and easily accessible.
Assisting the Mortgage and Protection advisor in the application process for mortgages and protection policies.
Greet visitors and clients, making sure they are attended to promptly.
Managing and processing mortgage paperwork, such as loan applications, credit checks and contracts.
Updating clients on the status of their mortgage applications and any required documentation.
Handling the administration of protection insurance policies such as life insurance, critical illness cover and income protection.
Perform other duties as required to ensure the office runs office runs efficiently.
Training:An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.
College or training organisationSKILLS EDGE TRAINING LTD
Your training courseFinancial services administrator
Equal to Level 3 (A level)Training Outcome:Further courses available after completion
Opportunity to trained to become a mortgage and protection advisorEmployer Description:KIN provides financial planning and support. We ensure that every one of our clients receives a service tailored to them and believe that conversations about finances should feel both comfortable and normal, by bringing them into the everyday. We thrive to develop the best plan for our clients, based on individual circumstances and goals.Working Hours :Monday – Friday 9am -5.30pm
37.5 hours per week
60 minutes lunch breakSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills....Read more...
MANAGEMENT ACCOUNTANTPLYMOUTH (4 DAYS OFFICE | 1 DAY HOME)COMPETITIVE BASE SALARY + GREAT BENEFITS + PARKING + CIMA / ACCA STUDY SUPPORT
THE OPPORTUNITY:We're recruiting on behalf of a well-established and growing business that is seeking a Management Accountant / Reporting Accountant to join its Finance team in Plymouth.Reporting to the department lead, this is an excellent opportunity for a part-qualified or qualified finance professional looking to take the next step in their career. The role offers broad exposure across management accounting, financial reporting, budgeting, analysis, reconciliations, audit support, and business performance reporting.You'll play a key role in ensuring the accurate and timely production of financial information that supports strategic decision-making across the business.THE MANAGEMENT ACCOUNTANT / REPORTING ACCOUNTANT ROLE:
Producing and distributing daily, weekly, and periodic sales and financial reports to support business decision-making
Preparing, reviewing, and posting journals, accruals, and prepayments to ensure accurate financial reporting
Supporting the preparation of monthly management accounts and associated reporting packs
Completing balance sheet reconciliations and maintaining accurate supporting schedules
Analysing financial data and performance trends to provide insight into business profitability
Reconciling internal sales, intercompany, and holding accounts, investigating and resolving any discrepancies
Preparing tax-related information and supporting statutory and compliance reporting requirements
Completing national statistics returns and other external surveys within required deadlines
Providing meaningful financial analysis, reporting, and business intelligence to key stakeholders
Assisting with the preparation of annual budgets, forecasts, and financial plans
Supporting the year-end audit process and responding to auditor requests as required
Producing ad-hoc financial reports, analysis, and management information to support business objectives
Contributing to continuous improvement initiatives within the finance function to enhance reporting accuracy and efficiency
THE PERSON
AAT Level 4 Qualified OR Part-Qualified ACA, ACCA or CIMA, or above.
Must gave experience in a Management Accountant or similar, such as a Reporting Accountant, ideally from a Manufacturing, Engineering, Logistics, Distribution or Similar
Strong experience in MI Analysis and problem-solving skills
Strong understanding of accounting principles and balance sheet reconciliations
Intermediate to Advanced Microsoft Excel (Confident with VLookups, SumIFs & Pivot Tables)
Excellent attention to detail and commitment to producing accurate work
The ability to manage multiple priorities and meet tight deadlines
Strong organisational and time management skills
Ideally experience of working with ERP Systems, such as SAP, D365 / Business Central, or similar
Any experience of Budgeting, Forecasting and Audit Prep would be an advantage
TO APPLYTo be considered for this Management Accountant / Reporting Accountant opportunity, please submit your CV 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...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry-level role in the financial sector.
As an entry-level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by the London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:We want all candidates to progress to the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independant, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coverted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
Director of RoomsLocation: Nashville, TN Salary: $120,000 - $130,000 (Negotiable depending on experience) Package: Competitive salary, annual bonus, comprehensive benefits, PTO, health insurance, retirement plan, and career development opportunities.Director of RoomsI am hiring on behalf of a prestigious luxury hotel seeking an experienced Director of Rooms to lead all Rooms Division operations. This is an exciting opportunity for a hospitality leader who is passionate about delivering exceptional guest experiences while driving operational excellence across Front Office, Housekeeping, Guest Services, and related departments.The successful candidate will oversee the daily operation of the Rooms Division, ensuring the highest standards of service, efficiency, and guest satisfaction while leading and developing high-performing teams.Key Responsibilities
Oversee all Rooms Division operations, including Front Office, Housekeeping, Guest Services, and related departments.Lead, mentor, and develop departmental leaders and team members to deliver exceptional service standards.Drive guest satisfaction by maintaining luxury service standards and resolving guest concerns effectively.Manage departmental budgets, labor costs, and operational performance to achieve financial objectives.Collaborate with other hotel departments to ensure seamless guest experiences and operational efficiency.Ensure compliance with company standards, safety regulations, and brand service expectations.
Ideal Candidate
Previous leadership experience as a Director of Rooms, Rooms Division Manager, or similar senior hotel operations role.Strong background within luxury hotels or upscale hospitality environments.Proven ability to lead large teams while driving guest satisfaction and operational excellence.Excellent leadership, communication, organizational, and financial management skills.
If you're an experienced Rooms Division leader looking to join a luxury hospitality operation where you can make a meaningful impact, we'd love to hear from you. Apply today to learn more about this confidential opportunity.....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...
