Assessment of loan applications to the Credit Union in line with policy and delegated authority limits
To provide support and guidance to members on behalf of the Bradford District Credit Union
To develop good working relationships with colleagues to support the delivery of Credit Union services and showing at all times professionalism and respect
To promote fairness and inclusion across all Credit Union service provision and employment through personal example and open commitment
To carry out any other duties as may be required, which are reasonable in terms of the nature and level of the post
Evaluate, process and assess loan applications, making decisions with delegated lending authority
To provide credit control with information following requests to support with decision making, including information that may relate to a complaint/Ombudsman request/decision
Maintain key Credit Union systems including the IT system, banking system and other manual filing systems
To support the Senior Lending & Member Services Officer and Lending & Member Services Lead with any internal or external audit requirements and ensuring a robust control framework is being adhered to at all times
To take phone calls and answer emails to support the loans team
To assist the Senior Lending & Member Services Officer and Lending & Member Services Lead in a system transformation through reviewing policies and procedures and system testing
Promote continuous improvement by:
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
To support Member Services when necessary to ensure effective delivery of the front end service
To carry out any other office duties that may be required by management
Training:Business Administrator Level 3 Apprenticeship Standard:
You must attend college one day per month
All work uploaded online to Aptem
Training Outcome:
Role Advancement: If the opportunity is to arise, the potential to move into a more senior role
Skill Enhancement: Development of professional skills in financial services and customer relations
Educational Opportunities: Access to training programmes and potentially further education in finance or related fields
Diverse Career Paths: Exposure to various departments, leading to a broad range of career paths within BDCU
Leadership Potential: Long-term potential to grow into supervisory or management positions
Industry Network: Building connections within the financial services sector for future opportunities
Personal and Professional Growth: Gaining valuable experience and knowledge for personal financial understanding and career development
Employer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With 10,000 members, we take pride in our 30 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :Monday - Thursday, 8.30am - 4.30pm and Friday, 8.30am - 4.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Financial Awareness,Time Management....Read more...
Key Responsibilities:
Assist with client communications, both written and verbal
Help prepare documents and reports for client meetings
Maintain accurate records and update client information
Support the processing of applications and policy administration
Learn about financial products, compliance, and industry regulations
Contribute to a positive and professional office environment
What We Offer:
Full training and support towards a Level 3 Financial Services
Administrator apprenticeship
A welcoming, team-oriented workplace
Opportunities for progression and long-term career development
A chance to make a real difference in clients’ financial futures
Start your career with a company that values integrity, learning, and personal growth. Join Lawrence Clarke Financial Planning and take your first step into the world of financial advice.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:
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:Successful apprentices will have the opportunity to progress within the business, including the chance to undertake a Level 4 Paraplanner Apprenticeship. This next step offers deeper technical knowledge and the potential to move into a more analytical and client-focused role, supporting financial advisers with research, report writing, and financial planning strategies.Employer Description:Lawrence Clarke Financial Planning is an independent financial advice company based in Fareham, Hampshire. Since 1998, the team has been dedicated to helping individuals and families make confident, informed financial decisions at every stage of life. They offer clear, jargon-free advice tailored to each client’s unique goals—whether that’s planning for retirement, managing wealth, or protecting loved ones.
The firm works with a wide range of clients, including professionals, business owners, and retirees, providing bespoke financial solutions that evolve with life’s changes. Their approach is personal, proactive, and focused on building long-term relationships based on trust and understanding.
Joining Lawrence Clarke as an apprentice means becoming part of a supportive, client-focused team that values integrity, learning, and making a real difference in people’s lives.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,Attention to detail,Organisation skills,Proactive attitude,Willingness to learn....Read more...
Your duties will include but are not limited to:
Processing mortgage applications for new and existing clients
Outbound calling of potential clients to secure appointments
Ensuring client needs are met
Following strict compliance process and procedures
Building excellent relationships with clients and colleagues
Updating our company database
Managing your own diary
Maintaining our high standard of customer service and follow strict procedures
Assisting colleagues in busy periods
Completing necessary training
Training:The Financial Services Administrator Level 3 apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career in the mortgage advice sector or for potential progression into other Financial Services roles.Employer Description:Expert Financial Ltd is an experienced mortgage broker offering whole of market mortgage advice in Huntingdon, St Neots and the surrounding Cambridge areas.Working Hours :9.00am - 5.00pm Monday to Thursday
9:00am - 4.00pm FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative,Patience....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
Release Manager – Financial Technology – Peterborough / Hybrid
(Key skills: Release Manager, SDLC, Agile, Scrum, Change Management, Risk Mitigation, Deployment Coordination, Jira, Confluence, SharePoint, Jenkins, Power BI, Financial Services, Software Delivery, Stakeholder Communication)
Are you a detail-driven Release Manager with a passion for structured change and high-impact delivery? Do you thrive in complex environments where risk mitigation, collaboration, and precision are critical to business success? If you're looking to take your career to the next level within a dynamic fintech environment, this opportunity could be ideal.
Our client is a well-established financial services organisation undergoing continued investment in its technology platforms and operational processes. They are now seeking a Release Manager to oversee the planning, coordination and execution of software releases across business-critical systems that serve wealth management, investment operations and regulatory reporting functions.
This is a pivotal role, sitting at the heart of a multidisciplinary software delivery ecosystem. You’ll be responsible for ensuring the smooth and secure transition of code from development through to production, safeguarding operational stability while enabling innovation across the firm’s technology landscape. This includes managing release schedules, coordinating across Agile teams, validating changes through structured approval workflows, and leading the communication of deployment timelines and risks.
To be successful in this role, you will bring at least three years of experience in release management or a similar delivery-focused role, ideally within financial services, fintech, or other regulated environments. You’ll be confident working with Agile methodologies (Scrum, Kanban), familiar with collaboration and documentation tools such as Jira, Confluence and SharePoint, and experienced in managing cross-team dependencies and change control processes. While not essential, exposure to CI/CD pipelines (e.g. Jenkins), scaled Agile models or BI tools such as Power BI will be considered strong assets.
The ideal candidate will be a proactive communicator, a confident coordinator, and someone who can calmly navigate the demands of high-stakes releases in a fast-moving financial environment. You’ll be comfortable engaging with stakeholders across technology, product and operations, while maintaining control over complex release schedules and ensuring quality standards are met at every stage.
If you’re looking to contribute to the backbone of a forward-thinking financial services business — ensuring secure, well-governed deployments and supporting Agile transformation — this role offers a unique platform to grow and deliver meaningful impact.
Location: Peterborough, UK / Hybrid working Salary: £65,000 – £80,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
Are you a finance professional who wants your work to make a real difference? Mind in Croydon is looking for a dedicated and strategic Head of Finance and Resources to help shape the future of our vital mental health services. This is a rare opportunity to join a well-respected local charity making a lasting impact in the Croydon community. As part of our Senior Management Team, you'll lead on all aspects of financial strategy and operational delivery-ensuring long-term sustainability and effective resource management. In return, we offer a supportive and values-driven environment, flexible working arrangements, generous annual leave (36+ days), life assurance, pension scheme, and access to an Employee Assistance Programme, among other benefits.Mind in Croydon (MiC) is a charity concerned with the welfare of people with mental health problems living in the London Borough of Croydon and the surrounding areas. MiC delivers Mental Health Transformation Program services alongside Croydon BME Forum, these include Croydon Health and Wellbeing Space and Mental Health Personal Independence Coordinators. Other services include Recovery Space (out of hours crisis alternative), Advocacy, Active Minds, Carers Support, Peer Support In Reach, Social Networking, Counselling.We are seeking a strategic and detail-oriented Head of Finance and Resources to lead our financial and operational functions and play a key role in supporting the charity's mission and long-term sustainability.As a member of the Senior Management Team (SMT), you will oversee finance and facilities, ensuring robust financial management, compliance, and operational efficiency.You'll work closely with the CEO, Treasurer, and Trustee Board to deliver accurate reporting, strategic budgeting, and effective resource planning.Key Responsibilities:
Lead the day-to-day financial operations, including accounting, payroll, pensions, and reconciliations.Produce monthly management accounts and prepare annual financial statements in line with audit requirements.Manage the annual audit process and liaise with external auditors.Collaborate with the CEO and Treasurer to develop and monitor budgets and forecasts.Prepare donor financial reports in accordance with grant agreements and deadlinesOversee the Finance Officer and Facilities Manager, ensuring smooth delivery of finance and premises support.Attend quarterly Finance and Risk sub-committee meetings, in addition to 3 to 4 full Board meetings annually.Ensure compliance with financial policies, procedures, and regulatory requirements.Support strategic planning and contribute to organisational development through effective resource management.
We encourage applications from those with Lived Experience.About You:
Qualified accountant (e.g. ACA, ACCA, CIMA) with experience in charity finance.Proven track record in financial reporting, audit preparation, and budget management.Strong understanding of charity governance and financial compliance.Excellent communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.Experience managing staff and working collaboratively across teams.Highly organised, with attention to detail and the ability to meet deadlines.First rate IT skills including Microsoft Office. Working knowledge of HRIS' is preferrable (Staffology currently used).Self-motivated with an adaptable and flexible approachGood team player with a can-do attitude
Job details:
Head of Finance and ResourcesSalary: £48,000 to £52,000 per annumBenefits: NOW! Pension scheme, flexible working/TOIL opportunities, Employee Assistance Programme (EAP), 36 days holiday and additional for length of service, life assurance, eye test vouchers and training and development opportunities.Hours: 36 hours per week, 9am - 5pm Monday to Friday(This will include working some evenings to attend committee and Board meetings)Contract: Permanent Full-TimeLocation: Croydon, Surrey (some hybrid working opportunities, in line with the needs of the Charity)
How to Apply:Please attach your CV to the link provided and we will be in contact.....Read more...
Are you a finance professional who wants your work to make a real difference? Mind in Croydon is looking for a dedicated and strategic Head of Finance and Resources to help shape the future of our vital mental health services. This is a rare opportunity to join a well-respected local charity making a lasting impact in the Croydon community. As part of our Senior Management Team, you'll lead on all aspects of financial strategy and operational delivery-ensuring long-term sustainability and effective resource management. In return, we offer a supportive and values-driven environment, flexible working arrangements, generous annual leave (36+ days), life assurance, pension scheme, and access to an Employee Assistance Programme, among other benefits.Mind in Croydon (MiC) is a charity concerned with the welfare of people with mental health problems living in the London Borough of Croydon and the surrounding areas. MiC delivers Mental Health Transformation Program services alongside Croydon BME Forum, these include Croydon Health and Wellbeing Space and Mental Health Personal Independence Coordinators. Other services include Recovery Space (out of hours crisis alternative), Advocacy, Active Minds, Carers Support, Peer Support In Reach, Social Networking, Counselling.We are seeking a strategic and detail-oriented Head of Finance and Resources to lead our financial and operational functions and play a key role in supporting the charity's mission and long-term sustainability.As a member of the Senior Management Team (SMT), you will oversee finance and facilities, ensuring robust financial management, compliance, and operational efficiency.You'll work closely with the CEO, Treasurer, and Trustee Board to deliver accurate reporting, strategic budgeting, and effective resource planning.Key Responsibilities:
Lead the day-to-day financial operations, including accounting, payroll, pensions, and reconciliations.Produce monthly management accounts and prepare annual financial statements in line with audit requirements.Manage the annual audit process and liaise with external auditors.Collaborate with the CEO and Treasurer to develop and monitor budgets and forecasts.Prepare donor financial reports in accordance with grant agreements and deadlinesOversee the Finance Officer and Facilities Manager, ensuring smooth delivery of finance and premises support.Attend quarterly Finance and Risk sub-committee meetings, in addition to 3 to 4 full Board meetings annually.Ensure compliance with financial policies, procedures, and regulatory requirements.Support strategic planning and contribute to organisational development through effective resource management.
We encourage applications from those with Lived Experience.About You:
Qualified accountant (e.g. ACA, ACCA, CIMA) with experience in charity finance.Proven track record in financial reporting, audit preparation, and budget management.Strong understanding of charity governance and financial compliance.Excellent communication and interpersonal skills, with the ability to present financial information clearly to non-finance stakeholders.Experience managing staff and working collaboratively across teams.Highly organised, with attention to detail and the ability to meet deadlines.First rate IT skills including Microsoft Office. Working knowledge of HRIS' is preferrable (Staffology currently used).Self-motivated with an adaptable and flexible approachGood team player with a can-do attitude
Job details:
Head of Finance and ResourcesSalary: £48,000 to £52,000 per annumBenefits: NOW! Pension scheme, flexible working/TOIL opportunities, Employee Assistance Programme (EAP), 36 days holiday and additional for length of service, life assurance, eye test vouchers and training and development opportunities.Hours: 36 hours per week, 9am - 5pm Monday to Friday(This will include working some evenings to attend committee and Board meetings)Contract: Permanent Full-TimeLocation: Croydon, Surrey (some hybrid working opportunities, in line with the needs of the Charity)
How to Apply:Please attach your CV to the link provided and we will be in contact.....Read more...
To be trained to provide comprehensive, professional administration that allows Kingsfleet to exceed client expectations and demonstrate full regulatory compliance.
Specific to this role:
To undertake administration associated with new clients, ensuring accuracy, timeliness, completeness and compliance with procedures
In particular:
Send signed Letters of Authority from new clients to providers
Collate information received from new clients and give to managing director
Add fact find information to IO when the client has agreed recommendation
Process new application forms
Monitor progress of application; ensure questions are answered
For completed transactions update the plan details on IO
For existing clients to update valuations on IO in advance of client reviews
To welcome visitors to the business
To answer and, where appropriate, deal with enquiries by the phone
To study for and pass the CF1 exam
All staff:
To live out and communicate effectively the values of Kingsfleet
To comply with the firm’s Health and Safety policy
To comply with FCA requirements
To maintain complete confidentiality regarding our clients and our processes
In agreement with your line manager to undertake other responsibilities as required
Training:
Financial Services Administrator Level 3
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:The business is invested in developing their staff and progression would be available for the right candidate.Employer Description:Life is too short to not spend it the way you want. We believe great financial planning is all about giving you the tools to take control and live life on your terms – spending your money and your time however you wish. We exist to help our clients do exactly that.
Our name not only refers to Colin’s primary school, but is also the name of a tributary of the River Deben where Edward III fitted out his fleet for his expedition to Flanders in 1338. Every day we set out on our own expedition; to guide our clients towards their financial goals, and to educate them into making more informed choices.
Our values:
Honesty - We tell our clients what they need to hear for their own best interests.
Integrity - We do the right thing by people, and always do the things we promise.
Transparency - We are open in how we work together and how we charge for our services.Working Hours :Monday - Friday
09:00am - 17:00pm
1 hour lunchSkills: Communication skills,IT skills,Team working,Telephone Skills,Friendly,Presentable,Punctual,Hard Working,Reliable....Read more...
Main Duties Include:
Provide support to the business services team in managing daily financial tasks
Perform accurate data entry and maintain comprehensive financial records
Assist in preparing financial reports and reconciliations
Help with processing accounts payable/receivable
Ensure compliance with accounting principles and regulations
Data Entry and Transaction Processing:
Enter daily financial transactions, including invoices, receipts, and expenses
Update and maintain accounting records in accounting software and Excel
Track and reconcile bank statements and client accounts
Assist with processing accounts payable and receivable, ensuring invoices are paid or collected in a timely manner
Financial Reporting:
Assist in preparing financial reports, such as balance sheets, income statements, management accounts and tax returns
Prepare and process monthly journals including accruals and prepayments
Conduct variance analysis as needed to support financial reviews
Reconciliations:
Perform routine reconciliations of bank accounts, credit card statements, and general ledger accounts
Identify discrepancies and resolve or escalate them accordingly
VAT Return Preparation and Compliance:
Communicate with clients to gather financial information and resolve basic queries
Provide updates to clients regarding the progress of accounts/reports
Communicate with clients to chase in records
Administrative Support and Client Interaction:
Maintain organised filing systems for all financial documents
Assist with special accounting projects as assigned by senior staff
Manage email communication/correspondence and general enquiries
Process Improvement:
Identify opportunities to streamline financial processes to improve accuracy and efficiency
Collaborate with other departments to resolve accounting-related queries
Training:You will complete the level 4 Professional Accountant Programme on day release from the employer for 15months.
Modules will include:
Applied Accounting
Drafting Financial Statements
Internal Accounting Systems
Business Tax And Personal Tax
Attending the EMA hub for classroom sessions delivered by specialist trainers.
You will be supported by a dedicated mentor through your portfolio of work and end point assessment.Training Outcome:
Opportunity to progress into a full time position within the team upon completion of the apprenticeship programme
Employer Description:At Nuvo, our purpose is clear: to empower and elevate your financial journey. As trusted advisors, we’re here to help you achieve clarity, confidence, and growth in your business.
Twenty years ago, we started as a small accounting firm dedicated to local businesses. Today, we’re still that dedicated team, but now with expanded services and a mission beyond numbers — to provide an exceptional client experience and a culture of partnership. We aim to show that it’s possible to deliver real value to clients, employees, communities, and beyond, in a sustainable, meaningful way.
In the future, we hope people won’t think of us as just another accountant. Instead, they’ll know Nuvo as a true partner in their success.Working Hours :Monday - Friday, 8.30am - 5.00pmSkills: Communication skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,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 London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Job Description:
Are you a qualified or part qualified accountant?
Our client, a leading global financial services firm, is seeking a Compensation Controller to join its Finance division on an initial 12-month contract. The role is based in Glasgow, offering hybrid working with three days in the office.
This role will suit an accounting professional who is looking to broaden their technical knowledge across financial accounting, control, and reporting for compensation and benefits. The position offers the chance to work closely with senior stakeholders and contribute to both regulatory and management reporting requirements.
Essential Skills/Experience:
Strong communication skills, with clear and concise delivery.
Collaborative team player with a strong work ethic.
Ability to prioritise workload effectively under tight deadlines.
Problem-solving skills and proactive approach.
Qualified or part-qualified accountant.
Core Responsibilities:
Perform accounting and reporting tasks related to employee compensation, the firm’s largest P&L line.
Undertake financial analysis in line with SOX control requirements.
Reconcile and substantiate general ledger expense and balance sheet accounts.
Provide insightful analysis for HR, Tax, and other Finance teams.
Participate in system enhancement projects, including UAT testing.
Maintain and improve process documentation and the control environment.
Identify and implement process efficiencies.
Act as a key point of contact for HR, IT, Tax, Audit, and other internal stakeholders.
Represent the function on wider office committees.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16204
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Financial Administrative Services
Working as part of a team responsible for providing generalist financial administration support to all departments within BCUSU
To check and accurately process purchase, sales and remittance paperwork including the posting of these items onto the computerised accounts system and prepare any associated statements or reports
To accurately process payments to suppliers and contractors
To be responsible for credit control ensuring all monies are received within given time periods and are recorded accurately, referring non-payers to the relevant departmental manager and Finance & People Manager in line with procedure
To reconcile orders with invoices, following up anomalies with budget holders and suppliers
Supporting the Member Services Team to ensure accuracy of financial systems used in the everyday processing of information within the commercial
Monitoring of Financial Procedures:
To ensure budget holders/users of financial systems are following procedures laid out in the financial bylaws and financial regulations, where anomalies or queries are identified approach the budget holder/user to solve or satisfy the query. Where queries are more involved or where non-conformity of financial procedures has been identified escalate the issue to the Finance & People Manager
Working with and regularly reporting to the Finance & People Manager to ensure that all financial processes across the organisation are being progressed within a timely manner and to meet month end deadlines
Analysis of Data to Support Budget Holders & Others:
To liaise with Budget Holders regarding discrepancies and queries in relation to their budgets
Providing information either in the form of a spreadsheet or report as requested by the Budget Holder
Provide analysis as requested by the Union’s Auditors during year end process
General Duties:
Uphold and demonstrate the values and expected staff behaviours of BCUSU in working towards achieving the BCUSU vision
Committed to working as part of a team, and in collaboration with the wider BCUSU staff team, to support the delivery of BCUSU Strategy 2024+
Ensure compliance with all BCUSU policies and procedures, including but not limited to health & safety, GDPR, financial and HR
Complete all mandatory training and any other training and supervision sessions identified as beneficial to the job role or post holder when required
Promote the BCUSU equality, diversity & inclusion, wellbeing and sustainability agendas, embedding principles within all relevant aspects of the role to ensure BCUSU’s aspirations to be socially responsible and supportive
Make decisions within the defined level of responsibility
Effectively communicate with university staff, students and relevant external stakeholders
Undertake other duties that may be assigned by the employer, as might reasonably be expected within the grade of the post
Training:
Accounts or Finance Assistant Level 2 Apprenticeship Standard
Training Outcome:
While a full-time position with the company after completing the apprenticeship isn’t guaranteed, you’ll gain a broad set of transferable skills and valuable experience within a supportive team environment
This will place you in a strong position to pursue further career opportunities, either within the company or elsewhere in the industry
Employer Description:Birmingham City Students’ Union (BCUSU) is your student-led union—here from day one to enrich every part of university experience. As an independent charity working alongside Birmingham City University (BCU), we exist to advocate for all students and enhance your academic, social, and personal journey. BCUSU is an equal opportunity employer that is committed to diversity and inclusion in the workplace.Working Hours :Total hours per week will be 35 including training at college.
Agile Working Policy:
Flexi-time allows employees to set their own start and finish times, with line manager approval, provided they work core hours 11am–2pm and meet business needs.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
To gain work experience supporting Finance in a wide range of duties in order to support the Council – including the income collection and supplier payment functions
To input data and retrieve information from various computer systems as required.
To assist with day-to-day queries from budget holders and other internal officers.
To provide Financial System administration support, e.g. re-setting passwords
Personally deal with incoming and outgoing emails and telephone calls where possible, referring others to appropriate officers for action
Preparing financial journals for input
To undertake reconciliation work as required
To assist with external audit liaison and data gathering as required.
Such other duties as may be required from time to time
Training:
You will work towards either your Level 2 or Level 3 Accounts Assistant qualification across a total duration of 17 months!
Training provider: LMP Group: https://lmp-group.co.uk/
All online/remote learning, no classroom or college day release
An allocated tutor will support you throughout the apprenticeship!
Training Outcome:Future opportunities for progressionEmployer Description:Exeter City Council is a local authority providing a wide range of public services to the residents of Exeter. These services include housing, planning, council tax, and various community support initiativesWorking Hours :Monday to Friday, 37 hours per week, shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative....Read more...
Job Description:
We are working with our client, a financial advisory firm, on an excellent opportunity for an Investment Assistant to join the team based in Dundee. The successful candidate will play a key role in supporting to the team with focus on using MS Excel to provide suitable data and create impactful spreadsheets and reports.
We are happy to receive applications from Graduates who have strong MS Excel skills or individuals with data analysis experience and an interest in moving into a financial services firm.
Skills/Experience:
Strong IT skills, particularly MS Excel (essential), PowerPoint, FactSet (desirable).
1-3 years' experience in a similar position, perhaps with experience in data analysis, investment administration or operations. Graduates with strong MS Excel skills will also be considered.
Hard working and conscientious
Accuracy – attention to detail is essential
Clear analytical ability
Strong numeracy skills
Exceptional interpersonal skills
Proactive, with ability to work on own initiative to meet deadlines
Ability to multitask, quick to learn
Team player – small team requires good co-operational skills; happy to assist in all tasks if needed
Core Responsibilities:
Assist in a broad range of activities to support the investment team.
Responsible for provision of suitable data to assist research team, via excel and other systems
Creation of dealing spreadsheets as required
Provision of ESG data analysis to holdings using external systems
Develop and maintain data relating to economic and macros indicators
Delivery of monthly packs and other reports as needed by the team
Creation and maintenance of various financial screens for the team
Monitor parameters and characteristics of funds
Assist in the delivery of ad hoc and annual tasks for the company’s presentations
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 16175
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our websit
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
• To maintain administrative and financial skills at a current level andundertake such training & development as may from time to time be required to maintain that current level of practice• To assist with the development of the philosophy, goals and objectives for the administrative and financial practice• To provide administrative support services in accordance with current best practice (examples listed further down)• To support the administrative and financial services in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice• Develop effective working relations with other Nema Homecare employees• Active participation in meetings and involvement in projects• Ensure monthly invoices are sent out in a timely manner, recording receipts of payments• Maintain staff files ensuring all documents are obtained• Updating and cross-checking databases• Audit administrative functions to ensure quality assurance systems are fully compliant• Developing and maintaining a concise filing system• Supporting HR team with recruitment processes• Updating office staff calendars• Scheduling staff meetingsTraining:As part of this Apprenticeship, you will gain the following qualifications:
Level 2 Functional Skills in English and/or maths
Business Administration Level 3 Apprenticeship Standard qualification
On the job training
You will be released for your Apprenticeship via Block release and will be attending Remote sessions for learning. Training Outcome:
Career progression is offered once you have qualified and a permanent full-time position will be offered for successful candidates
Employer Description:An EXPERT recruitment consultancy which specialises in helping individuals "Maximise their own potential skills" within education, training and the workforce. Maximise Potential skills has extensive 5 star reviews on GOOGLE and is a highly reputable organisation.Working Hours :Monday - Friday, 9.30am - 4.30pm.
Exact Shifts TBC.Skills: Communication skills,IT skills,Organisation skills,Administrative skills,Initiative....Read more...
Inputting information onto Beckett systems
Generate quotes from various providers online platforms and request offline quotations
Undertake scanning and ensure information is saved in the right place
Prepare meeting packs for consultants, with supervision, including governance meetings
Produce accurate records and documents including emails, letters and files
Complete post meeting housekeeping – including actions and updating systems where directed
Liaise with the team regarding reviews that are due each month and keep opportunities up to date
Complete anti money laundering checks via Smart Search and companies house for corporate clients
Generate policy information request letters for letters of authority and change of agency and send to providers
Assist with administering new and existing schemes and respond to scheme queries
Assist in formatting data from clients and eligibility and upload for scheme processing
Provide general administrative support to Employee Services team members, working closely with business support colleagues
Take ownership for learning and self-development, seeking support and direction as necessary
Maintain and update my talent development record, via the Beckett Academy App, ensuring my objectives are up to date and impact of any training is recorded
Take part in workplace activities to promote problem solving
Training:
Business Administrator Level 3 Apprenticeship Standard
All training will take place at work
Training Outcome:
There is a clear career pathway through ES team. However, this qualification would stand you in good stead for other administration roles within Becketts
Employer Description:Becketts was established in 1988 and is recognised as one of the largest regional providers of financial advice to individuals and corporate clients. We have offices across the East of England and currently manage assets in excess of £1bn on behalf of our clients. We are very proud to have been certified as a B Corporation (B Corp). This means our business meets the highest standards of social and environmental performance, transparency and accountability. We hold the accreditation of Chartered Financial Planners, the most prestigious award in our profession, which means our clients enjoy the highest standards in our industry. A recent client survey revealed an average score of 9.6 out of 10. We are ranked as being one of the Top 100 Financial Firms in the UK by FT Advisor, a Financial Times publication, and Citywire’s New Model Adviser. We have also received a number of awards for our employee engagement, client satisfaction and innovation within financial services.Working Hours :Monday - Friday, 9.00am - 5.00pm, with an unpaid hour break for lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Analytical skills,Team working,Willing to learn,Trustworthy....Read more...
Support the Finance Team Leader and other finance staff in delivering efficient, accurate financial services across the organisation.
Process data and maintain records in financial systems, for example Oracle, including accounts payable and receivable, ensuring compliance with procedures and VAT rules.
Raise and process invoices and credit notes; manage supplier creation requests and credit control, ensuring prompt payment and debt recovery.
Provide advice to managers, respond to internal and external queries, and help maintain strong working relationships.
Deliver general admin support such as filing, scanning, post, checking mailboxes, and cover for colleagues to ensure consistent service levels.
Training:Most of your time will be on the job working as part of our team. You will attend training once per week either online or face to face with our Training Provider, Skills North East.Training Outcome:
Following successful completion of the apprenticeship and satisfactory manager appraisal, there is the potential to gain full-time employment with NTW Solutions Limited as a Finance Officer.
You will also receive exposure to and awareness of all finance post vacancies across the wider CNTW Group throughout the apprenticeship period.
Employer Description:NTW Solutions Limited is proud to provide services to the NHS. We provide a wide range of services including estates, facilities, and business support services like finance.
We are dedicated to being a great inclusive place to work. We provide a wide range of benefits including a good rate of pay and an extensive range of discounts. We care about health and wellbeing and offer a range of support for the people who work here.
We believe everyone has potential and welcome applications from people from a culturally diverse background, those who are LGBTQ+, people with disabilities, anyone who is unemployed or has been out of work for a period of time, or those who have served in our armed forces.
We were set up by Cumbria, Northumberland, Tyne and Wear NHS Foundation Trust to provide support services. As a limited company we have built a commercial ethos onto our NHS values and now provide our services to other NHS organisations and beyond.
We are values driven and at NTW Solutions we are caring and compassionate, respectful, and honest and transparent.
We make a difference to people’s lives and working here is fulfilling and rewarding. Our social purpose is also driving our plans to become net zero and to tackle discrimination and champion equality. Working here means joining a friendly bunch of people dedicated to supporting better care.Working Hours :Monday – Friday, between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
One Call Values and Attributes
Building Trust.
Doing the Right thing.
Taking Ownership.
Delivering with Passion.
Continually Improving.
1. Ensure all activities undertaken are done as per the guidelines of the FCA.
2. Achieve and maintain your targets & SPI’s (audit averages, Reviews, Complaints Caused, CPD logs and errors). Must not fail 3 days running.
3. Ensuring correct actions are taken on the consumer's file depending on the type of policy, to stop repeat calls.
4. Offer midterm adjustment quotes to consumers and process these issuing cover when instructed, additionally ensuring that the account as a result of the midterm adjustment, is posted correctly.
5. Always detail in notes what course of action you have taken on each file, so colleagues can understand what consumers have been advised.
6. Cross-sell legal, breakdown, excess reducer, Total loss top up, HPI and Tools in transit products in the correct way. Ensure that the account is sorted and the relevant notes added.
7. Check through your own personal diary lists to ensure that they are kept up to date.
8. Maintain a good working knowledge of all areas within the department.
9. At all times, providing a high level of customer care and service to ALL customers.
10. Ensure you are asking at the end of all calls if the consumer is happy with the service you have provided.
11. Ensure that Data Protection is practised at all times.
12. Any other reasonable request which may be made of you from time to time.
13. Check banking daily to ensure no errors are made.
You will also build knowledge in:
Knowledge of FCA Handbook.
Bribery Act 2010.
Financial Services Act 2012.
Road Safety Act 2006.
Data Protection Act 1998.
Fraud Act 2006.
The Consumer Protection (Distance Selling) Regulations 2000.
The Financial Services & Markets Act 2000.
The Financial Markets (Distance Selling) Regulations 2004.
Training:Training will be at Doncaster College by day release where you will access a wide range of facilities on offer.
You will undertake the Level 2 Customer Service Practitioner apprenticeship standard.
https://www.instituteforapprenticeships.org/apprenticeship-standards/st0072-v1-1
You will undertake Functional Skills for English and/or maths if needed.
You will undertake both on and off-the-job training by a team of industry-qualified professionals to give you the best skills, knowledge, and experience.Training Outcome:Successful completion of the apprenticeship could lead to a higher-level apprenticeship or full-time employment for the right candidate.Employer Description:Providing a wide range of insurance to customers in the United Kingdom since 1995
One Call Insurance lets you compare car insurance, home insurance, van insurance, motorbike insurance and travel insurance from our panel of trusted insurance providers. As well as these, we also offer many other insurance products and services including temporary insurance, learner driver insurance and breakdown.
We know value is a key factor when choosing who you purchase your insurance from. It’s not all about who is cheapest though. We try to offer customers added benefits you don’t get with other providers.Working Hours :30 hours in office (4 days a week) with 7.5 hours day release weekly – Monday – Friday with day release day up for discussion.Skills: Communication skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Generic Tasks
Under general supervision and within limits of authority and product licences, support Agent / Senior Agent in respect of Agency Sales. Contribute towards the strategic growth of the Agency and demonstrate high levels of Customer Service support, maximising potential customer retention and delivering customer satisfaction.
Review and advise upon customer General Insurance requirements
Handle incoming sales enquiries via telephone and email - provide quotations and close sales
Handle Incoming customer enquiries for products within your licenced remit
Act as Life Introducer to obtain appointments for Financial Advisor and NASC team
Identify and initiate cross -sell opportunities and activities to new and existing customers
Acquire and maintain knowledge of NFU Mutual General Insurance products for applicable product licences or in line with agreed personal development strategy
Develop and sustain effective working relationships with customers, all Agency, NFU Mutual and supporting business development staff
Support colleagues with General Agency duties during holiday / sickness absence where appropriate licences or knowledge exist
Administer all networking instructions to meet Agency completion standards
Implement customer payment transactions and processing procedures to maintain Agency credit control
Comply with all applicable sections of the NFU Mutual General Insurance Compliance Manual for the Agency Network, the Agent's Claims Guide, the Agency Guide and any local Agency procedures
Produce correspondence to required timeframes and quality standards
Perform other duties as assigned by Agent / Senior Agent in relation to the general operational tasks of the business
Tasks specific to your role
Handle Incoming customer enquiries for products within your licenced remit
Promote Financial Services and make appointments for the Agency Financial Advisor
Work as a team with incoming call volumes to assist with a fairly distributed workload
Continual training to develop skills and maximise personal opportunity
Knowledge, Skills and Attributes
Be able to communicate effectively, both written and verbal. This may include writing to customers such as within post call letters.
Be able to problem solve, use your own initiative and judgement
Demonstrate attributes of honesty, integrity, due skill, care and diligence
Possess good IT skills to use General Microsoft Office programmes and specific NFU Mutual systems such as iFaces, iAchieve, CRM and Bridge.
Sales and Customer service skills connecting basic knowledge of General Insurance products
Be engaging and accepting of an all inclusive environment and willing to support and coach others where required
Limit of Authority
No regulated advice to be given or implied on cover for unlicenced General Insurance products
No regulated advice to given or implied relating to claims for unlicenced General Insurance products
Claims authority as per the Agency Delegated Claims Authority
Underwriting authority as per the on-line Underwriting Manual
No regulated advice to be given or implied on Financial Services products
BillingCenter authority as per on-line Process manual.Training:You will work towards your:
Insurance Practitioner L3 – Junior Broker Apprenticeship.Training will be via Davies, virtually. 6 hours per week off the job training.Training Outcome:Upon successful completion of your apprenticeship, our business has a wide range of roles/skills that could could be suitable.Employer Description:Financial Services BusinessWorking Hours :Monday to Friday, 9.00 to 17.00Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Presentation skills,Administrative skills,Number skills,Team working....Read more...
Company OverviewThe 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.Experienced Back Office Support – Fixed IncomePosition: Experienced Back Office Support – Fixed IncomeLocation: Central London (Office Based)Salary: £50,000 - £65,000 per annumJob OverviewWe’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 PermissionsYou 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...
Duties;
Assisting in the external audits of small and medium-sized companies and charities (our typical audit clients have turnovers ranging from £1m to £50m)
Performing walkthrough testing and substantive testing
Supporting and reporting to the audit senior and manager
Preparation of financial statements for small companies, sole traders and partnerships
Ad-hoc assignments as necessary. This may include working for other MC offices, bookkeeping, VAT return preparation and management accounts
Training:Assistant Accountant Apprenticeship Level 3 - AAT.
This Level 3 programme builds on the foundations for entry-level talent to support growth within an Accountancy and Finance function. Employees on this apprenticeship will ensure Accountancy and Finance practice performs in the most effective way. It includes the AAT Level 3 Diploma in Accounting and provides the opportunity for them to support the business with essential skills and behaviours to drive results. You will learn how to prepare financial statements for sole traders and partnerships, the importance of management accounting information, and how to prepare VAT returns. You’ll develop the technical skills to start, or progress, your career in accountancy and this will allow you to continue with your studies to Level 4. To pass this level, you will need to study the following four units:
Financial Accounting; Preparing Financial Statements (FAPS)
Management Accounting Techniques (MATS)
Tax Processes for Business (TPFB)
Business Awareness (BUAW)
You will also be required to complete an End Point Assessment (EPA), which will include a synoptic assessment and discussion with a supporting portfolio
Training will be provided by attending either face-to-face classroom-based lessons or Live Online.
An apprenticeship has to be relevant to the job you are undertaking, and you must dedicate time to off-the-job training, as well as completing knowledge, skills and behaviours associated with your apprenticeship. Training Outcome:Opportunity to continue studying towards either ACCA or ACA upon completion of AAT. In house training provided and full support to develop individuals. Good candidates can progress to management level within 1-2 years of completing their ACCA / ACA exams. .Employer Description:A large independent firm of Chartered Accountants in the North West of England. With 29 partners and over 250 employees around our 4 offices. As well as Audit, accounting and tax services for clients we offer specialist VAT, trusts and estates, R & D, tax advisory to our clients. We also have a wide range of client sectors and have specialists in Professional services, Medical, Sports and Entertaining, Manufacturing and Hotels and LeisureWorking Hours :37.5 hours per week - Monday to Friday.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills....Read more...
Key Responsibilities
Support the finance team with day-to-day financial transactions, including data entry and processing invoices
Support the preparation and process purchase orders and sales invoices
Support finance-related queries and emails
Support and assist with month-end tasks and reporting
Provide general administrative support to the finance department as a whole
Learn and comply with financial regulations and company procedures
Maintain organised digital and paper records
Participate in apprenticeship training and development activities
Assist the Payroll Manager and HR with the following:
o Court Orders, receiving and recording in company spreadsheet, scanning documents and emailing to the Payroll Manager daily/weekly.
o Support with Westfield Health Scheme, communicating with providers of enrolments and leavers, recording in tracker spreadsheet and leasing with Payroll Manager
o Expenses – support the preparation of PO’s, monitor entries within Enterpryze system and chase for authorisation, collect receipts and record of payment information.
Provide cover for members of the finance team when they are on leave
Other ad hoc tasks as required by the business
Training:As part of this role, you will undertake the Assistant Accountant level 3 apprenticeship. You will have the opportunity to learn in your role and will be provided with approximately one day per week to study. Your training will be completed online with a dedicated tutor who will support you in your studies. Your delivery schedule will also include some face-to-face training sessions with your tutor. You will be given one day a week to work on your apprenticeship training.
The training you will be completing as part of the Assistant Accountant Level 3 apprenticeship standard includes:
Level 2 Functional Skills in maths and English (if required)
End-Point Assessment (EPA)
Continued Professional Development training, organisational structure
Business Awareness
Financial Accounting: Preparing Financial Statements
Management Accounting Techniques
Tax Processes for Business
Assist with monthly and year-end reporting of financial and accounts information
Maintain financial and accounting records, including the timely collation of data from a range of sources
Safeguard against suspicious activities, for example anti-money laundering.
Assist with the compilation of accounting and financial records, for example, to inform direct and indirect tax returns
Deliver financial and accounting information and data to stakeholders to ensure that key messages are communicated.
Assist in the maintenance and use of digital systems by using software applications and packages to support the delivery of accurate and timely financial and accounting information.
Use digital systems safely to ensure that the cybersecurity of the organisation is not compromised, and data handling legislative requirements are met.
Undertake Continuous Professional Development by keeping up to date with relevant statutory obligations and procedural best practice.
Presenting Like a Pro - workshop on how to deliver high quality presentations
Training Outcome:CleanEvent believes in growing talent from within, providing opportunities to advance as your skills develop.Employer Description:CleanEvent is a company that provides cleaning and security services to sporting and leisure facilities. CleanEvent is fast becoming a leader in this industry sector with multiple locations across the United Kingdom.Working Hours :Monday to Friday, shifts TBC.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Apprentices will learn:
Extracting, collating and formatting data
Data analysis
Communication methods
The value of data
Legal and Regulatory requirements
Evaluating and explaining data and a number of other knowledge skills and behaviours
You will gain invaluable experience in the workplace in applying & putting this learning in practice whilst building and developing relationships with colleagues, customers & other stakeholders & working in a team to meet the requirements of the service
Training:The Data Technician at level 3 is run by Chichester College Group who is responsible for supporting you with your learning and carrying out assessments. The course has core modules to complete and may have a number of optional units. Your work experience will be linked to the modules and units in your course. You will receive additional support from a nominated mentor, throughout the duration of the apprenticeship.Training Outcome:Opportunities to progress within the council may be available.Employer Description:We are one of the largest employers in Sussex employing around 8,000 staff who deliver more than 700 services to local residents. Working for us is more than just a job. It’s all about making a real difference to people’s everyday lives. We firmly believe that our staff are our greatest asset and it’s important to us that they are happy, healthy and productive at work. We are an accredited Living Wage employer and offer a range of financial and non-financial benefits.Working Hours :37-hours a week, Monday - Friday 8:30am - 5:00pm but some flexibility possibleSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Analytical skills,Logical,Team working....Read more...
Account Director – FM Service Provider – London Liverpool Street – Up to £95,000 An exciting opportunity has arisen to work for a leading FM Service Provider at one of London’s most iconic buildings, situated near Liverpool Street. CBW are currently recruiting for an experienced Account Director to oversee the hard services delivery within this prestigious commercial property. The successful candidate will be technically qualified (M&E) and must demonstrate a strong background in commercial building maintenance, ideally with previous experience in a Senior Account Manager or Operations Manager role. You will be responsible for managing and developing a high-profile hard services contract within a dynamic and demanding environment, with significant scope for future growth and progression. Hours of workMonday to Friday - 08:00am to 17:00pmPackage:£90-95K+ packageAnnual Bonus (performance related)26 days holidayKey ResponsibilitiesLead the day-to-day management and operational delivery of all hard FM services within a prestigious, high-rise commercial building near London Liverpool StreetProvide strategic direction while ensuring hands-on, tactical execution to maintain high levels of client satisfaction.Serve as the primary client relationship manager, building strong, collaborative partnerships with key stakeholders.Demonstrate excellent influencing, negotiation, and communication skills to ensure alignment between client expectations and service delivery.Maintain strong financial control, overseeing budgets, forecasts, cost reductions, and margin performance for the site.Effectively manage any conflict or crisis situations with professionalism and a solutions-driven mindset.Ensure that all contractual commitments and SLAs are met or exceeded through robust operational planning and delivery.Promote a culture of continuous improvement and identify opportunities for service innovation and added value across the site.Implement and communicate company policies and processes, ensuring full compliance across all operations on site.Build and manage a high-performing on-site team, including technical engineers and support staff, ensuring appropriate training, development, and succession planning.Collaborate with other senior managers and departments to ensure alignment with broader business objectives and best practices.Drive growth by identifying and delivering additional service opportunities or small works projects within the building.Prepare and manage financial plans for the contract, focusing on revenue, profitability, WIP reduction, and debt control.Conduct regular reviews and audits to ensure compliance with all statutory, health & safety, and quality obligations.Foster a strong customer-centric culture and ensure exceptional service delivery to building occupiers and stakeholders.Support business development activities as needed, including site visits, solution presentations, and the mobilisation of new services.Act as the accountable lead for all client interactions on site, ensuring transparent and consistent communication.Hold line management responsibility for a small on-site team, including engineering and contract support personnel.Ensure high performance and engagement through regular reviews, appraisals, and effective people management practices.Bring a proven track record of leadership within hard FM services, ideally at Account Manager level or above, with technical qualifications (M&E) being essential.RequirementsQualified in an engineering discipline (Electrical or Mechanical); C&G, HNC, HND or higher.A proven track record in commercial building maintenanceAbility to communicate both verbally and in writing with all levels of staff and clients.Ability to manage and prioritise a demanding and varying workload.Excellent communication and customer service skillsExperience managing a mobile contractFinancial - P&L ExperiencePlease send your CV to Katie at CBW Staffing Solutions for more information.....Read more...
As an apprentice in the Library, Archive, and Information Service you will develop the knowledge, skills, and behaviours to:
To deliver and promote the full range of customer focused services as required by that service area and its users
To actively engage with customers to help them gain maximum benefit from the service by:
Supporting customers find appropriate materials to meet their needs
Supporting customers to use the ICT systems provided including self-service facilities, computer/internet access and printing
Delivering an effective information enquiry service using all relevant sources
Working with all priority client groups to reduce barriers to using the service
Providing a range of activities and services for children, young adults and families appropriate to that service area
Collections & Audience Promotion:
To participate in promotional events and to ensure displays, exhibitions and information leaflets and posters are relevant and well presented
To undertake regular materials maintenance and identification of items needing conservation and / or preservation packaging to keep collections in good condition, promote products and meet customers’ expectations and needs
To assist in the promotion of reader development and other initiatives as outlined in the service plan
Planning & Performance:
To contribute to the development and implementation of work plans and to the services’ planning, performance and review processes
To contribute to the formulation and implementation of customer focused quality standards to ensure consistency in performance and quality outcomes
Business Support:
To undertake day to day financial processes and procedures to comply with financial regulations and the Council’s Standing Orders
Where required to be a key holder and ensure the day to day opening, closing and security of the building within agreed hours
To participate in the supervision and support/training of new staff, apprentices, people on work experience placements and other team members as appropriate
To carry out administrative tasks, and use business systems and I.T. efficiently, to agreed departmental and corporate standards
Self Development:
To participate in the Personal Development Review process, professional development and team working to deliver agreed service priorities and targets
Training:You will be working towards a level 3 library, information and archive services assistant.
Training will be one day a week.
Training centre is located at CDC Centre, Cricket inn road, Sheffield, S2 1TR.Training Outcome:Opportunity to move into a full time post upon completion of apprenticeship.Employer Description:Sheffield City Council is the local authority for the City of Sheffield, a metropolitan borough with city status in South Yorkshire, England. The council consists of 84 councillors, elected to represent 28 wards, each with three councillors. It is currently under no overall control, with Labour, the Liberal Democrats and the Green Party each holding chair positions in a proportionate number of committeesWorking Hours :37 Hours a week on rota system.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...
