Financial Planning Assistant A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients. This Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base. Company Overview This independent financial planning business provides tailored financial advice to individuals seeking long term financial security. The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals. As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients. Job Overview The Financial Planning Assistant will support the day to day administration of the financial planning process, helping to ensure client work is organised, accurate and delivered efficiently. This Financial Planning Assistant role is primarily a full time position with a salary between £26,000 and £30,000 depending on experience and operates on a hybrid basis near St Pauls tube station in London. There may also be an opportunity for the Financial Planning Assistant role to be undertaken on a part time basis for the right candidate. Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively. Here's what you'll be doing:Liaising with clients and supporting ongoing client relationshipsOrganising meetings and coordinating schedules for client reviewsPreparing financial planning reports and supporting documentationUsing financial planning tools such as Dynamic Planner, Sureweb and other industry systemsAssisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providersSupporting the preparation and distribution of email marketing bulletinsMaintaining organised client records and supporting administrative processesWorking closely with the founder to support the ongoing growth of the businessHere are the skills you'll need:Experience working as a Financial Planning Assistant or within financial services administration preferred but not essentialStrong organisational skills and the ability to manage multiple prioritiesExcellent written and verbal communication skills when liaising with clientsConfidence using systems and the ability to learn financial planning tools such as Dynamic PlannerHigh attention to detail when preparing reports and working with financial informationA proactive mindset with the ability to work independently within a small business environmentWork 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:Salary between £26,000 and £30,000 depending on experienceHybrid working based near St Pauls in LondonOpportunity to work directly with the founder of a growing financial planning businessExposure to the full financial planning process and client journeyOpportunity for the role to be undertaken part time for the right candidateSupportive small business environment with strong learning opportunitiesA career as a Financial Planning Assistant provides an excellent entry point into the financial services sector. Demand for financial planning continues to grow as individuals increasingly seek professional guidance around investments, pensions and long term financial goals. Starting as a Financial Planning Assistant offers valuable exposure to financial advice processes, client relationship management and financial analysis, providing a strong foundation for future progression within wealth management, paraplanning or financial advice.....Read more...
Part Time Financial Planning Assistant A growing financial planning business based in London is looking for a Financial Planning Assistant to join the team and support the delivery of high quality financial advice to clients. This Financial Planning Assistant position offers the opportunity to work closely with the founder of the business while the firm continues to grow and expand its client base. Company Overview This independent financial planning business provides tailored financial advice to individuals seeking long term financial security. The firm focuses on building strong client relationships and delivering clear, structured financial planning support across investments, pensions and wider financial goals. As the business continues to grow, they are looking to bring in a Financial Planning Assistant to help support operations and maintain best in class service for clients. Job Overview This role is a Part time Financial Planning Assistant opportunity with genuine progression into a full time position as the business continues to expand. The Financial Planning Assistant will initially work 20 to 25 hours per week, supporting the day to day administration of the financial planning process. The Financial Planning Assistant salary is £26,000 to £30,000 depending on experience, pro rated based on part time hours. This Financial Planning Assistant role operates on a hybrid basis near St Pauls tube station in London. Over time, as the company grows, the Financial Planning Assistant role is expected to develop into a full time position with broader responsibilities. Working directly with the founder, the Financial Planning Assistant will play a key role in supporting client servicing, preparing reports and coordinating communications while helping the business scale effectively. Here's what you'll be doing:Liaising with clients and supporting ongoing client relationshipsOrganising meetings and coordinating schedules for client reviewsPreparing financial planning reports and supporting documentationUsing financial planning tools such as Dynamic Planner, Sureweb and other industry systemsAssisting with calculations and research, including identifying potential growth rates and comparing financial products such as ISA providersSupporting the preparation and distribution of email marketing bulletinsMaintaining organised client records and supporting administrative processesWorking closely with the founder to support the ongoing growth of the businessHere are the skills you'll need:Experience working as a Financial Planning Assistant or within financial services administration preferred but not essentialStrong organisational skills and the ability to manage multiple prioritiesExcellent written and verbal communication skills when liaising with clientsConfidence using systems and the ability to learn financial planning tools such as Dynamic PlannerHigh attention to detail when preparing reports and working with financial informationA proactive mindset with the ability to work independently within a small business environmentWork 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:Part time Financial Planning Assistant role with progression into a full time position20 to 25 hours per week initially with scope to increase hours as the business growsSalary of £26,000 to £30,000 depending on experience (pro rated)Hybrid working based near St Pauls in LondonOpportunity to work directly with the founder of a growing financial planning businessExposure to the full financial planning process and client journeySupportive small business environment with strong learning opportunitiesA career as a Financial Planning Assistant provides an excellent entry point into the financial services sector. Demand for financial planning continues to grow as individuals increasingly seek professional guidance around investments, pensions and long term financial goals. Starting as a Financial Planning Assistant offers valuable exposure to financial advice processes, client relationship management and financial analysis, providing a strong foundation for future progression within wealth management, paraplanning or financial advice.....Read more...
Binding, scanning, printing and filing duties, as required
Basic letters and correspondence
Scheduling client meetings
Data entry using Excel and St. James’s Place internal IT systems
Client birthday and Christmas cards
Office Receipts
Preparing report packs
Head Office follow up / general enquiry calls
Stationery monitoring / ordering
Assisting with the preparation of client meeting packs
Maintaining and updating client records
Downloading / printing factsheets
Preparing and printing mail merges
Attending internal/external training courses and events where required, which may require some travel
E-filing and saving documents onto the cloud
Sending confidential documents to clients via Qwil
Assisting the Business Processing Administrator with sending out LOAs and chasing providers
Posting weekly articles on Linked In pages
General:
Working closely with the PA/Client Servicing Administrators and Business Processing Administrator
Supporting the Practice’s ongoing expansion and administrative demands
Answering incoming telephone calls in a professional and polite manner
Shredding of all confidential information
Keeping the office area tidy and presentable at all times
Using the internal intranet system to manage client basic enquiries
Team working
Logging all calls and emails on CRM system in line with compliance regulations
Training:Level 3 Financial Services Administrator Apprenticeship Standard:
The Financial Services Administrator apprenticeship is ideal for individuals beginning an entry level role in the financial sector
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths
The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CF1 awarded by the Chartered Insurance Insitute (CII)
Completion of CF1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The Apprentice is assigned a dedicated experienced mentor to guide them through the programme
Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:
This apprenticeship offers a route for a career in the financial sector
A permanent position will be available upon completion of the apprenticeship dependant on performance
Employer Description:Here at Clarence Place Wealth Management Ltd, we firmly believe it is vital that we build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to wealth management and financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation.
We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday - Friday, 9.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Enthusiastic,Punctual....Read more...
The Administrator’s responsibilities include, but are not limited to, the following:
To maintain administrative and financial skills at a current level and undertake such training and development as may from time-to-time be required to maintain that currency of practice
To provide administrative and financial services for the company in accordance with current best practice
To supervise the administrative and financial services within the company in accordance with agreed standards, legislative requirements, relevant regulations, in line with accepted best practice and within the financial plans agreed from time-to-time
Develop effective working relationships with other employees
Support the effective resolution of team conflicts
Work to establish effective employer/employee relationships
Other duties and responsibilities to be undertaken may include any (or all) of the items in the following list:
Cooperate with the implementation, evaluation, orientation and induction of all new employees
Be responsible for promoting and safeguarding the welfare of those individuals supported by the service
Promote a positive image for the people and employees of the company
Seek opportunities for personal and professional growth
Training Outcome:Progress onto different qualifications, Progression in role Employer Description:Fairhaven Lodge Dementia Care home in Lytham St Anne's, consists of single rooms with ensuite facilities and welcomes up to 25 residents with dementia. It is based in a scenic location with excellent amenities. It has been in operation for over 25 years and aims to provide comfortable surroundings and focused personal care.
With 23 private ensuite bedrooms, Fairhaven Lodge offers a wide range of residential care options including dementia, older learning disability, old age, convalescence and respite care. The team specialises in complex behaviour support for individuals diagnosed with any dementia or extensive memory loss. Related or conditions integrated with dementia are also supported at Fairhaven Lodge.Working Hours :Monday to Friday, 9am to 3pm or as directed by the manager.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills....Read more...
Manage & progress client files in respect of mortgage applications
Provide critical administrative support to our mortgage advisors and office team
Provide regular updates & excellent service to clients
Liaise with lenders, solicitors and clients in a professional and informative manner
Manage telephone enquiries effectively and efficiently
Undertake necessary training and maintain continuing professional development
Adhere to industry regulation and legislation guidelines as set down by the Financial Conduct Authority and any other regulatory bodies
Training:The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:A further apprenticeship or permanent position may be available upon completion of this apprenticeship, dependant on performance.Employer Description:Bluebell Mortgages are established Mortgage & Insurance Brokers, with over 30 years industry experience. We provide expert advice and guidance along with excellent client service.Working Hours :Monday to Friday, 9.00am to 5.30pm.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
The Apprentice Finance Assistant will support the Finance Department in day-to-day financial operations while working towards a recognised Finance or Accountancy qualification. The role offers hands-on experience in accounting, payroll, and financial administration, helping to build a solid foundation for a career in finance.
Key Responsibilities:
Assist with maintaining accurate financial records and data entry
Support the processing of invoices, receipts, and payments
Help reconcile bank statements and other financial records
Assist in preparing payroll data and ensuring accurate staff payments
Support the finance team with month-end and year-end procedures
Maintain filing systems for financial documents and records
Communicate effectively with internal departments regarding finance-related queries
Ensure confidentiality and compliance with data protection regulations
Undertake any other administrative duties required by the Finance Department
Training:Assistant Accountant Level 3.
Your programme will be delivered online, with the following structure: Fortnightly workshops delivered on Microsoft Teams During these sessions, new topics will be taught by your tutor Between sessions, you'll complete self-study tasks using the BPP and Kaplan platforms, spread throughout the week.Training Outcome:Opportunities for progression within Mid-View Healthcare upon successful completion of the apprenticeship.Employer Description:Mid-View Healthcare is a Healthcare provider with head office based in Birmingham. We provide support to Nursing home, residential homes and currently provide supported living and Dom care services to citizens in the UK.
Our vision is to be the preferred provider of high quality care in the UK and also meet the staffing demand of our clients.Working Hours :Monday to Friday, 9am to 3pmSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Initiative,IT skills,Logical,Number skills,Organisation skills,Patience,Problem solving skills,Team working....Read more...
A fast-scaling renewable energy organisation is seeking a Financial Controller to support the finance function, with a strong focus on accounting, financial reporting, tax compliance and internal controls. The role is primarily focused on the UK and Europe, with some level of international exposure. Experience in project finance or project controlling would be beneficial, but it is a plus rather than a core requirement. Key Responsibilities Accounting and Financial ReportingOversee day-to-day accounting activities and ensure transactions are accurately recorded in the relevant systems.Prepare and review monthly, quarterly and annual financial reporting in accordance with internal requirements and applicable local GAAP.Ensure the accuracy of financial data, reconciliations and supporting documentation.Support budgeting, forecasting and cash flow monitoring processes.Maintain robust financial controls and ensure adherence to internal accounting policies and procedures.Tax and ComplianceEnsure compliance with relevant tax regulations, including corporate tax, VAT and other applicable local tax requirements.Coordinate tax filings, tax returns and related documentation in a timely and accurate manner.Support transfer pricing, permanent establishment and other cross-border tax matters where relevant.Liaise with external advisers, auditors and tax authorities as needed.Support compliance with applicable regulatory, legal, export control and financial governance requirements.Controls, Risk and GovernanceEnsure adherence to internal controls, financial reporting guidelines and relevant accountancy practices.Identify, assess and escalate financial and commercial risks where appropriate, including matters relating to tax, foreign exchange, insurance and compliance.Support the business in identifying and reporting non-conformance costs and other financial exposures.Ensure proper handling of bank accounts and cash-related processes, where applicable.Business Support and Stakeholder ManagementPartner with internal teams including project management, contract management, legal, compliance, treasury, tax, HR, customs and audit functions.Provide financial insight and support to the wider business on accounting, reporting, tax and compliance matters.Build effective working relationships across the business and with external stakeholders.Participate in internal and external meetings where finance input is required.Desirable ExperienceExposure to project controlling, project invoicing, customer payment applications or project finance structures would be an advantage, but is not essential.Experience supporting cross-border business activities, particularly across the UK and Europe, would be beneficial. Person Requirements Experience & KnowledgeProven experience in accounting, financial control, reporting, planning, budgeting and forecasting.Strong experience in tax compliance and cross-border finance matters.Qualified accountant (ACCA / ACA / CIMA or equivalent).Good understanding of internal controls, financial governance and compliance requirements.Strong analytical skills and a process-oriented approach.Advanced MS Office skills.Well-organised, accurate and able to work to deadlines.Strong communication skills and experience working with cross-functional teams.Experience across the UK and Europe is preferred, with some international exposure.Experience in project finance or project controlling is a plus, but not a main requirement.Remuneration & BenefitsCompetitive salary and bonusHybrid / remote working availablePrivate medical insurancePension and other benefits About Us Climate17 is a purpose-led, international Renewable Energy & Sustainability recruitment firm. We provide specialist talent acquisition services to organisations seeking to reduce their environmental footprint, as well as those working towards the decarbonisation of the energy sector. Inclusive Application Process Climate17 is committed to creating a diverse, inclusive and equitable workplace. We believe there is no solution to climate change without people. We aim to increase diversity across all areas and as such, we are committed to partnering with clients and candidates to create an inclusive and sustainable regenerative world.....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...
Senior IT Security Architect – Financial Services – Lugano / Hybrid
(Key skills: IT Security Architecture, Cybersecurity, Security Frameworks, Cloud Security, Network & System Security, Identity & Access Management, Secure Design, Threat Modelling, Security Standards (ISO 27001, NIST), Risk Management, Architecture Governance, Stakeholder Advisory)
Are you an experienced security architect with a passion for designing robust, scalable and compliant security solutions in complex environments? Do you want to work at the forefront of protecting critical financial services platforms and customer data? If so, we have an exciting opportunity for you to influence security strategy and shape secure architectures at scale.
Our client, a highly reputable financial services organisation, is seeking a Senior IT Security Architect to lead the design and implementation of enterprise-level security architectures across business-critical systems. You will play a strategic role in shaping how secure digital services are delivered across the organisation, advising on security standards, controls and optimisations that protect both customers and internal operations.
As Senior IT Security Architect, you will partner with cross-functional teams including cloud engineering, software development, infrastructure, risk and compliance. You will define secure architecture patterns for both on-premise and cloud services, review designs and implementations, and ensure alignment with regulatory and internal security requirements. You’ll be instrumental in developing threat models, conducting security risk assessments and embedding secure design principles into project lifecycles.
In this role, you will develop security reference architectures, recommend security controls, and guide technical teams on secure implementation practices. You will be a trusted advisor to senior stakeholders, providing insight on emerging threats, vulnerability mitigations and compliance obligations. You’ll help maintain and enhance the organisation’s security frameworks and contribute to continuous improvement of security governance and monitoring capabilities.
The ideal candidate will bring extensive experience in security architecture — particularly within financial services, banking or other regulated sectors — and a strong understanding of security frameworks such as ISO 27001, NIST, OWASP and CIS Controls. You’ll be comfortable working with cloud platforms (e.g., Azure, AWS), identity and access management solutions, encryption technologies and enterprise networking/security stacks. Your ability to communicate complex security concepts to both technical and non-technical stakeholders will be key to your success.
This is a rare opportunity to own security architecture for an organisation where digital innovation, data protection and security best practices are integral to the business strategy. You’ll join a collaborative team that values experience, initiative and leadership — and you’ll have significant influence over the future of secure technology delivery.
Location: Lugano, Switzerland / Hybrid working
Salary: CHF 100,000 – CHF 120,000 + Bonus + Pension + Benefits
Applicants must have the right to work in Switzerland.
NOIRSWITZERLANDREC
NOIREUROPEREC....Read more...
In this high pace and varied role, you will learn how creative design supports marketing and communication strategies within financial services.
You will work as part of a friendly, collaborative team and gain hands‑on experience producing high‑quality visual content across digital and print channels.
In your first two years, you will focus on the agency’s owned media titles, Capital Pioneer and Financial Promoter, developing design skills across animation, layout, and editorial design.
You will learn to create magazine spreads, brochures, social media graphics, and digital assets using industry‑standard tools including Adobe InDesign, Photoshop, Illustrator, Canva, and other major design platforms.
From the very beginning, you will be trained in digital design for social media, print design for publications, and brand‑led visual communication.
You will learn how to work with corporate identity systems, brand guidelines, templates, and style guides to ensure consistency and professionalism across all outputs.
From year two onward, you will begin contributing to the agency’s client teams, applying your design skills across the full creative and marketing mix. This may include designing visual concepts based on research themes, creating graphics, animations, and digital assets for campaigns, supporting podcast and studio‑based video production with visual elements, and producing commercial content in both static and motion formats.
You will be invited to client events and will be expected to manage your own workload as your confidence grows. Some domestic and international travel may be required.
This is a fantastic opportunity to join an ambitious agency in a creatively rich, multi‑layered role designed to give you the practical skills, industry experience, and design thinking that will support your long‑term career. The degree apprenticeship will connect classic marketing principles with modern digital design approaches, giving you a strong foundation in both strategic communication and professional creative practice.Training:Rhotic Media provides a structured, industry‑focused training programme designed to give the apprentice a deep understanding of the financial sectors they will be designing for. This includes guided learning in capital markets, personal finance, (re)insurance and risk, ensuring the designer understands how digital design concepts are applied within high‑finance communications.
This specialist training is delivered in the workplace across our London and Chelmsford offices and runs alongside the university programme. It ensures the apprentice develops both technical design skills and the financial knowledge required to produce accurate, effective visual content for sophisticated audiences.
In the London office, where this apprenticeship is based, our Lead Graphic Designer will provide day‑to‑day guidance from the very start. They will shadow the apprentice’s workflow, offer hands‑on technical instruction, and support the development of professional design practices across animation, layout, digital content creation and brand‑led design.
This combined approach — industry training, academic study and daily professional mentoring — ensures the apprentice gains the confidence, technical ability and sector understanding needed to produce high‑quality digital and print design for clients operating in complex financial markets.Training Outcome:A graphic design apprentice at Rhotic Media can look forward to a career that blends high‑level creative skill with deep financial‑sector understanding. They could progress into roles such as Digital Designer, Art Director, or Brand Designer within financial services or creative agencies. Their specialist knowledge of high‑finance communication also opens doors to niche, well‑paid roles in financial publishing, fintech and corporate communications.Employer Description:Rhotic Media is a financial services marketing and events agency. The company owns two media titles - Financial Promoter and Capital Pioneer for which there are associated events.
It also operates an agency business offering strategic support to global businesses in marketing strategy, content delivery, training, presenting and live event production.
Our clients rely on us to have a comprehensive understanding of the global economic and capital markets landscape to enable them to stand out from their competitors and achieve cut-through in their marketing. Rhotic’s team take client business objectives and translate them into strategies and assets serving an overall corporate aim. They do this through a consultative approach that stems from an ability to recognise important themes and unravel technical jargon. The agency works across three key client segments – capital markets, personal finance and financial technology. These segments span every area of finance, including accounting, banking, insurance, investment, pensions, payments, and securities services.Working Hours :Monday, 09.00 until 17.30 - Office based.
Tuesday, 09.00 until 17.30 - Office based.
Wednesday, 09.00 until 17.30 - Office based.
Thursday, 09.00 until 17.30 - University.
Friday, 09.00 until 17.30 - Study day.
37.5 hours a week.Skills: Attention to detail,Problem solving skills,Presentation skills,Creative....Read more...
Job Description:
Core‑Asset Consulting is supporting a leading financial services firm in their search for a skilled Calypso Developer.
This is an opportunity to work on high‑impact financial technology projects, delivering robust solutions in a fast‑paced environment. The role combines development and support responsibilities, with direct engagement with business users to drive meaningful enhancements.
Essential Skills/Experience:
Strong Java programming skills (Java 8+, ideally 17+).
Ability to manage full development lifecycle from requirements through deployment.
Excellent problem-solving, attention to detail, and communication skills.
Collaborative and adaptable, with a desire to learn and grow in a dynamic environment.
First class degree in Computer Science, Engineering, Mathematics, or related field (or equivalent).
Experience with portfolio management systems such as Calypso, Murex, Orchestrade, or Front Arena is desirable.
Familiarity with front/middle-office financial processes and instruments is a plus.
Core Responsibilities:
Develop, test, and deliver high-quality software solutions to meet business requirements and SLAs.
Engage with business users to identify enhancements and process improvements.
Collaborate closely with other technology teams to ensure seamless delivery.
Provide application support as needed, balancing development and operational tasks.
Contribute to discussions on design, process, and delivery improvements.
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: 16433
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM....Read more...
Head of Finance
Full time – 37.5 hours per week
Romford/Hybrid working
Salary: £55,455 – £63,985 per annum
Use your financial leadership to make a real difference.
My client is well established, values driven charity providing vital care and support to people in the community. They are now seeking an experienced Head of Finance to join the Senior Leadership Team and help shape the organisation’s financial future.
This is a fantastic opportunity for a qualified finance professional who wants to use their expertise in a role that combines strategic leadership, operational impact, and meaningful purpose.
The Role
As Head of Finance, you will lead the Finance and Procurement functions, ensuring robust financial management, strong governance and high-quality financial insight across the organisation.
Working closely with the Director of Finance and Resources, you will play a key role in supporting strategic decision-making and ensuring the organisation remains financially sustainable as it develops its services.
Key responsibilities include:
Leading and developing the Finance and Procurement teams
Providing strategic financial advice to the Senior Leadership Team and Trustees
Leading the budgeting, forecasting and financial planning processes
Ensuring strong financial controls, systems and compliance
Producing clear and insightful management information and financial reports
Supporting long-term financial sustainability and organisational strategy
This is a high impact leadership role offering the opportunity to influence strategy while remaining close to the detail of financial management.
About You
We are looking for someone who shares the organisations values of compassion, collaboration and creativity and who brings both strong technical expertise and an inclusive leadership style.
You will have:
A professional accounting qualification (ACCA, ACA, CIMA, CIPFA or equivalent)
Significant post qualification experience in a senior finance role
Experience of financial management and governance within the charity sector
A strong track record of leading teams and managing budgets and resources
Experience preparing management accounts, forecasts, statutory accounts and regulatory returns
The ability to translate complex financial information into clear insight for senior leaders and trustees
Excellent communication and relationship building skills
Why Join?
This is a chance to use your expertise where it truly matters. You’ll be joining a collaborative organisation with a clear purpose, supportive culture and strong commitment to the people and communities they serve.
Closing date: 27th March 2026 Interviews: Week commencing 6th April 2026
By applying for this role, you are consenting for C2 Recruitment to hold and process your data in compliance with the General Data Protection Regulations. Your information will always be handled securely and professionally.
To view other great vacancies at C2 Recruitment, please visit our website or call us for a confidential chat about upcoming opportunities.
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JOB DESCRIPTION
Job Purpose
The PCG Consolidation Manager is responsible for accounting, consolidating and analyzing the financial statements for the Performance Coatings Group segment. This role will be the segment lead on monthly close process as well as have global ownership of mapping from the trial balance into consolidation system.
This position is not remote and requires a minimum of 3 days per week on site at our Maple Shade, New Jersey location. Candidates must be located within a commutable distance or willing to relocate.
Principal Accountabilities
The following responsibilities are general duties that a particular employee in this position may or may not be required to perform. The actual duties required of this position may vary.
Financial Close & Reporting
Managing the monthly, quarterly, and annual consolidation process in Onestream, ensuring timely and accurate reporting in accordance with USGAAP. Ensures proper consolidation accounting of subsidiary statements including roll forwards, inter-company accounts, and profit in ending inventory. Ownership of global trial balance (Infor LN) account mapping into consolidation tool. Support of Corporate quarterly and annual reporting requirements (10-K, disclosure support, ad hoc filings, etc).
Leadership & Collaboration
Conducts financial departmental training programs for use of new reporting packages and concepts. Identifying and implementing process improvements to enhance efficiency and accuracy in the consolidation process. Ability to effectively communicate with domestic and international finance team members to achieve desired results.
Other Duties
Support of the M&A group in reporting related to acquisitions, including P&L geography review during beginning phases of the acquisition process. Provide Financial Planning and Analysis support to the broader PCG management team on special projects and management requests. Oversight of the administrative aspects of PCG's Onestream environment, including: User access additions/removals Administration of the Account Reconciliation module of Onestream. (making user updates and own monthly system changes required)
Experience |Education | Certifications
Bachelor's degree in accounting, Finance, or related field; CPA/MBA or equivalent certification strongly preferred. Minimum of 5 years of progressive finance and accounting experience, preferably in a global manufacturing environment. Strong understanding of data flows between ERP systems and financial consolidation platforms, ensuring alignment between USGAAP and statutory reporting. Hands-on experience with Financial Close and Consolidation systems, such as OneStream. Proven track record of owning and leading the financial close and consolidation process, ensuring accuracy, timeliness, and completeness in alignment with public company deadlines. ERP system experience (Infor LN preferred) and comfort with digital finance tools and process automation platforms. Proven leadership and communication skills, with ability to influence across functions and regions in a matrixed organization. Strong analytical and critical thinking skills, with the ability to assess complex financial processes and identify opportunities for standardization, automation, and efficiency gains. Ability to travel domestically/internationally when required.
Benefits and Compensation
The salary range for applicants in this position generally ranges between $80,000 and $95,000. The range is an estimate based on potential employee qualification operations, needs, and other considerations permitted by law. In addition to career advancement and growth, continuous training, and mentoring opportunities, Stonhard offers an excellent comprehensive health plan and financial benefits program including but not limited to, paid holidays, paid time off, 401(k) with company match, Company Pension Plan and Stock Purchase Plans.
Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.
ABOUT US
RPM Performance Coatings is a strategic operating unit of RPM International Inc. RPM Performance Coatings joins exceptional products, technologies, service and individuals together to provide a comprehensive building solution package to markets throughout North America, as well as internationally. RPM Performance Coatings products and services are sold directly to contractors, distributors and end users, such as industrial manufacturing facilities, public institutions and other commercial customers. RPM Performance Coatings generated $1.5 billion in net sales for the fiscal year ended May 31, 2024.Apply for this ad Online!....Read more...
Assist with processing information accurately and efficiently using various accounting software, including QuickBooks and Xero. Enter financial data into the relevant systems with precision, maintaining up-to-date records. Support month-end closing processes by reconciling accounts and preparing reports. Maintain organised records of financial documents and correspondence. Assist with other administrative tasks related to VAT.Training Outcome:Support the apprentice in their qualification and continued professional development to enable them to work independently with their own accounts management.Employer Description:Based deep in the Mendip Hills in the market town of Shepton Mallet, BMG Accountancy provides accessible advice, mainly but not exclusively to small businesses, high street retailers and tradespeople in Somerset.
Buried beneath our relaxed exterior are four core values which permeate through the practice and influence the way in which we deliver our services.Working Hours :Monday to Friday between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
To develop skills with one-to-one training to grow to support the credit team. Once this has been achieved
To deliver a risk-based assessment of any incoming proposals received from all Group Companies
Make underwriting decisions by utilising several analytical tools, including but not limited, to credit searches, accounts/cash flow analysis and contextual business information.
Dealing with a large volume of information about businesses, using this to form the assessment of risk to arrive at underwriting decisions
To confidently justify decisions made and be able to explain your reasoning to the Sales/Support teams from across the Group Companies. Provide well-rounded feedback to enable Sales/Support teams to provide stronger evidential cases the next time
To assist in the preparation and presentation of Credit Papers to Senior Group Underwriters, Senior Management/ STAR board
To assist in the administration of new initiative and pilot schemes as appropriate
To assist and take part in the testing and embedding of new systems and processes
To assist in the completion of auditing on deals that have paid out and make recommendations if needed
Processing and input of financial paperwork for own book deals
Work with other team members to ensure efficient workflow
Using a variety of software packages (Excel, Word and internal CRM systems)
Assist with any other duties as reasonably requested by Group Underwriting Manager to support across the business
Training:
Keep up to date with compliance regulation updates including any changes within your role
Attend and/or complete any mandatory training courses stipulated by the Company
Lead by example and embed the conduct rules in every aspect of your work
Identify and approve relevant training opportunities
Financial Administrator Level 3
Training Outcome:Financial Administrator Level 3. Employer Description:STAR Asset Finance is a financial services Group currently made up of four established asset finance companies across the UK. Under the stewardship of our CEO, STAR have exciting plans for rapid expansion, which will see an increase of market share in existing regions, and significant growth in the vendor sales and finance space.Working Hours :Monday to Friday. Shifts TBC.Skills: Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative,Non judgemental....Read more...
My client are a global financial services firm with hubs scattered across the USA and EMEA. Due to a planned expansion and internal promotion, we are seeking to appoint a Senior Internal Auditor to join the London team.
Key responsibilities will include:
Participating in internal audits designed to evaluate the adequacy of controls for the business and key business processes. This is an end to end internal audit role.
Included in this responsibility are:
Completing audit test procedures.
Communicating audit findings noted from the review to the Senior Internal Audit Manager.
Assisting the Senior Internal Audit Manager in the development of an audit approach and testing strategy for assigned audit projects to ensure all key business risks and controls are evaluated.
Making, or assisting in making oral and written presentations to management throughout and at the conclusion of the examination by discussing process and control deficiencies, recommending corrective actions and other suggestions for improvements in operations and/or reductions in costs.
Applicants will be able to deliver an end to end internal audit but this can be whilst under supervision from the Senior Internal Audit Manager.
The company culture for this client is extremely dynamic and ambitious candidates are well looked after. 75% of the current leadership team have been internally promoted into the role and other senior operational Line Managers also originated from within internal audit. It has an excellent reputation for getting strong candidates noticed and then poached into group operational roles.
Applicants will ideally be qualified or studying towards one of the following: ACA/ACCA/CIIA/CIA or equivalent.
Communication skills and particularly the ability to articulate risks and controls are essential for this role. A good work/life balance exists and the team operate a “grown up approach” to time keeping with core hours being 9.30-5.30pm. The team work in a hybrid manner with 2 days a week in the office and the rest from home.
Applications are welcome from internal auditors seeking a move or external auditors who have been working on a financial services portfolio seeking to make their first move into industry. These candidates must be able to identify and articulate risk.
For more information, please click to apply.
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Job Description:
Core-Asset Consulting is working with a specialist compliance consultancy to recruit a Compliance Consultant to join their growing team.
This position will support senior consultants in delivering compliance services to a portfolio of asset management clients. The successful candidate will assist with a broad range of regulatory and compliance activities, helping clients meet their regulatory obligations while maintaining effective compliance frameworks.
The role provides exposure to multiple regulatory areas and the opportunity to build strong client relationships within a dynamic consultancy setting.
Essential Skills/Experience:
2–3 years’ experience within compliance consultancy, investment operations, or audit within financial services.
Understanding of the asset management industry, particularly hedge funds or private equity firms.
Knowledge of trade operations and related processes.
Familiarity with the key components of a compliance framework and the three lines of defence model.
Working knowledge of FCA regulatory requirements
Core Responsibilities:
Supporting the delivery of compliance services across a portfolio of financial services clients.
Assisting with compliance monitoring activities in line with clients’ Compliance Monitoring Programmes (CMPs), including testing and reporting.
Supporting trade surveillance activities, including monitoring best execution, market abuse and firm communications.
Assisting with regulatory filings related to market data disclosures and position notifications.
Supporting clients in meeting compliance obligations by ensuring appropriate processes and controls are followed.
Maintaining and updating compliance documentation, including policies and procedures.
Assisting with FCA Senior Manager applications and supporting other FCA applications and regulatory notifications.
Supporting the completion and submission of FCA RegData and Connect returns.
Assisting with the implementation and ongoing use of compliance monitoring systems.
Monitoring regulatory developments and supporting assessments of their impact on clients.
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: (16346)
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM
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To provide day to day financial administration to hub academies, ensuring that the Trust’s financial regulations are being always complied with. Your day-to-day duties include:
To maintain customer services levels as set out in the Trust Finance service level agreement
To keep accurate data and financial records for all income and expenditure
To raise sales invoices and process receipts as requested
To process purchase orders and purchase invoices daily
To complete supplier statement reconciliations
To assist in the preparation of payment runs
To assist with administration duties including supporting the admin of the payment platform and cashless catering
system
To produce monthly debtor reports and chase outstanding balances when required
To deal with queries from suppliers, debtors, budget holders and other staff
To assist with month-end procedures
To assist in finance year-end procedures
To assist the Director of Finance to evaluate internal controls, identify solutions and revised controls
To support audit work upon request
To work as part of the centralised finance team and to provide support at other academies as required
Training:Apprenticeship Details - 17 months expected duration to complete, working towards your Level 2 Accounts Assistant Qualification (All learning is delivered online/remote).
Training Provider: LMP Education (rated 1st best UK training provider).Training Outcome:Possible full-time employment upon completion of the apprenticeship. Employer Description:Our academies will provide an environment which is welcoming, caring, calm, disciplined and purposeful and which will stretch our young people academically, support them pastorally and help them develop socially and spiritually. Abbey MAT is committed to providing high quality education for all within an ethos which seeks to work in partnership to educate, nurture and empower through academic, vocational, mental, physical, cultural and spiritual opportunities so that each individual in our academies is able to achieve their full potential. Our vision and values underpin all the work of the Trust. Everyone is encouraged to explore their own spirituality and to recognise and understand that of others.Working Hours :Monday - Thursday 8AM - 4PM & Friday 8am - 3:30PMSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Logical,Team working,Initiative....Read more...
Centre for Enablement oversight: Oversee the day-to-day management of the Centre for Enablement across key enterprise customers.
High-Level Project & Resource Tracking: Monitor the high-level progress of multiple parallel projects. You will track contracted delivery hours versus actual hours delivered to ensure projects stay on track, and identify when to approach customers for additional purchase orders.
Cross-Functional Alignment: Work closely with the UK leadership, global finance teams, Professional Services team leads, Customer Success and the Revenue Operations (Rev Ops) Manager, providing financial performance metrics and other KPI's into leadership.
Pipeline & Forecasting: Participate in weekly revenue alignment calls, supplying crucial data on the Professional Services forecast and pipeline for the upcoming quarter.
Continuous Improvement: Drive process optimisation, manage risks in a fast-paced environment, and implement smarter business decisions using data analysis and report writing.
Training Outcome:
You can continue into a Senior Operations Manager role within Neptune Software
Alternative routes are possible depending on your ambition, and include sales, delivery, solution consulting and professional services
Employer Description:Neptune Software is a global software company providing an AI-powered low-code platform that enables enterprises to rapidly build, deploy, and scale business applications for SAP and other enterprise systems, helping organisations modernise processes and accelerate digital innovation.Working Hours :Monday to Friday 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Presentation skills,Analytical skills,Logical,Team working,Initiative....Read more...
FINANCE TEAM LEADER / MANAGEMENT ACCOUNTANTSTRATHAVEN, SOUTH LANARKSHIRE (4 DAYS OFFICE / 1 DAY HOME)£40,000 TO £45,000 (POSSIBLY FLEXIBLE FOR A FULLY ACCA / CIMA QUALIFIED CANDIDATE) + ENHANCED BENEFITS
THE COMPANY:We're partnering with a well-established and growing specialist business based in Strathaven that is looking to recruit a Finance Team Leader / Management Accountant to support the finance function and lead a small finance team.Due to continued growth, they are now looking to appoint a Finance Team Leader/Management Accountant who can play a key role in overseeing day-to-day financial operations and supporting the wider business. Reporting to the Finance Manager, this role will ensure accurate financial reporting, strong financial controls and provide valuable financial insight to support decision making across the organisation.This is an excellent opportunity for a hands-on finance professional who enjoys working in a collaborative environment, improving processes and supporting a small finance team.THE FINANCE TEAM LEADER / MANAGEMENT ACCOUNTANT ROLE:
Reporting to the Finance Manager and leading a small finance team
Maintaining accurate financial records, ledgers and ensuring the smooth running of day-to-day finance operations
Leading & supporting the finance team with queries and providing hands-on support with invoices, payments and receipts during busy periods
Authorising payment runs, monitoring cash requirements and preparing cashflow forecasts
Overseeing credit control activity and reviewing bad debt provisions
Producing expenditure analysis versus budget and forecast, highlighting key variances and supporting cost control initiatives
Preparing financial analysis for internal stakeholders including CAPEX tracking, functional P&Ls and activity costing
Supporting the annual budgeting process and contributing to monthly forecasting
Managing month-end processes including accruals, prepayments, payroll journals and other adjustments
Maintaining the fixed asset register including acquisitions, disposals and depreciation
Managing intercompany recharges and reconciliations
Preparing balance sheet reconciliations and payroll reconciliations
Producing monthly management accounts with commentary and analysis for senior management
Preparing and submitting VAT returns in line with HMRC requirements
Supporting audits, tax packs and ensuring compliance with internal controls
THE PERSON:
Part-qualified ACCA or CIMA, or Qualified by Experience, with experience in a similar finance role such as a Finance Manager, Management Accountant, Finance Supervisor / Finance Team Leader
Strong knowledge of UK accounting standards and VAT regulations
Experience preparing management accounts and supporting month-end processes
Previous experience leading or mentoring junior finance staff
Strong Excel skills and experience using accounting systems such as SAGE would be advantageous
Highly organised with strong attention to detail and the ability to work in a hands-on finance role
A proactive mindset with the ability to support financial operations and contribute to business decision making
TO APPLY: Please send your CV via the advert for the Finance Team Leader / Management Accountant position 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...
Job duties include:You will project a professional image in-person and through phone and email interaction and provide bookkeeping services to a variety of clients. The role requires a dynamic, organised individual.Your responsibilities will include:
Liaising with clients by email and telephone.
Bookkeeping.
Monitor clients VAT filing deadlines, preparing and filing of VAT returns on a monthly or quarterly basis.
MTD for PTR.
Any other ad-hoc duties, as required.
Training:Professional Diploma - AAT Level 4 Professional is the final level, teaching you more complex accounting theory, and lets you choose two specialist subjects. You’ll learn about budgeting, management accounting, preparing financial statements, accounting systems, and tax. This level builds on the knowledge you gained in the Advanced Diploma (Level 3). After qualifying you can work in accounting roles or progress onto studying chartered accountancy.
The course is made up of three mandatory units (also known as subjects), one synoptic unit, and five optional units.
You must pass all the mandatory assessments, synoptic assessment, and two optional unit assessments to achieve the qualification.
The areas you will cover include: Financial Statements of Limited Companies Management Accounting: Budgeting Management Accounting: Decision and Control Professional synoptic assessment (Accounting Systems and Controls). Training Outcome:Will be discussed with the employer.Employer Description:RA Accountants & Tax Advisors Limited are an audit, taxation and advisory service for owner-managed businesses. We are specialists within the Healthcare and Franchise sector, supporting dentists, pharmacists, veterinarians in addition for franchise businesses such as Subway, Pizza Hut etc.Working Hours :Monday to Friday. Shifts TBC.Skills: Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
Create Support Plans ensuring they are personalised to the individual
Prepare costings for Support Plans ensuring all costs have been taken into account
Support with locating activities/Services and other items as listed in the Support Plans
Assist with recruitment procedures including advertising, interviewing, employment contracts, payroll, disciplinary procedures and other related matters as requested by service users
Document levels of support provided to individuals for the creation of accurate invoices
Liaise with team members to ensure that the referral service operates smoothly
Processing of referrals and adding to database/CRM
Work closely with Social Workers ensuring that any difficulties or concerns are passed on
Support service users with any day-to-day queries
Ensure that all service users are aware of their obligations as employers and accountability for the financial management of the Direct Payment
Promote Direct Payments and the service offered to those that may be eligible
Work closely with other colleagues ensuring that service users are able to take advantage of other internal services available
Create and manage case files, ensuring they are accurately kept up to date
Provide regular reports and any statistical information as requested
Attend training courses as identified by line management
Observe and implement all company policies and procedures
Complete Home Visits
Learn process of The Blue Sky Social Care Card, and signpost anyone who may find it helpful
Use Social Media platforms to reach out to individuals and push our Services
Training:Your training will be provided by EMA Training through online sessions and you will cover the below modules:
Business Fundamentals
Communications and Stakeholder Engagement
Operations and Document Management
IT Systems and Digital Competency
Planning, Prioritisation and Project Support
Decision Making and Process Improvement
Professionalism and Personal Development
Upon completing the required content, you will enter your end point assessment, where you will be assessed through a knowledge test, project presentation and professional discussion. Training Outcome:Opportunity for a full time position within the team upon completion of the apprenticeship programme.Employer Description:The Disability Syndicate is a social enterprise delivering expert services to the social care, disability, and charity sectors.
We are home to a number of services allowing individuals to live more independently and better the community.Working Hours :37 hours weekly, between Monday and Friday. Evening and weekend work will be necessary occasionally.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Team working,Non judgemental,Understanding of disabilities....Read more...
North West Housing Services is a purpose-led co-operative based in Liverpool, operating across the North West of England. We are a leading provider of housing management, maintenance, property investment, and financial services to housing co-operatives, small housing associations, and leaseholders.
What We Offer
30 days annual leave Flat-rate performance bonusEnhanced pension contributions Employee health coverEssential car user allowance Flexible and hybrid working
We are seeking an Assistant Client Services Officer to join our Housing Services team. This is an excellent opportunity for someone experienced, customer focussed and working in housing administration, who may be looking to take the next step, in their housing career. You will work alongside other administrators and report to the Senior Client Services Officer you will be responsible for ensuring the effective delivery of housing management services to our members, including lettings, rent arrears control, and void control. You will also provide administrative support to the wider Housing Team , maintain positive relationships and build trust with our members. You will also be expected to attend meetings outside of normal office hours. If you wish to join a dynamic team and take the next step in your housing career this role is the right fit for you. This is a challenging and rewarding opportunity for a confident professional, with positive outlook, collaborative skills, excellent communication skills and a willingness to learn. Essential Requirements
Minimum of 12 months experience providing housing management servicesGood standard of general education, literacy and numeracyGood written and oral communication skillsKnowledge of housing legislation and good practiceAbility to work under pressure to meet deadlinesExcellent IT skillsCommitment to high standards of service deliveryA full driving licence and access to a car are essential.
How to Apply Please submit an up-to-date CV and covering letter (max 2 pages) outlining your suitability for the role to: june.carroll@nwhousing.org.uk by 12.00 noon on the 10 April 2026.Applicants shortlisted for interview will be contacted by Friday 17 April 2026.
If you have not been contacted by the interview date, please assume you have not been contacted.....Read more...
An MEP contractor is looking for a Quantity Surveyor to be based on site at Green Park/Piccadilly.The role involves providing financial and contractual control from securing the project through to completion, while producing reports and maintaining accurate records and databases, across packages valued at circa £12m M&E, with approximately £4m remaining.Start Date: ASAP Salary: £50,000 PAYE Package: Travel paid if PAYE Hours: 08:00am – 4:30pm with a 30-minute lunch break Contract: 12 months (happy to commit to longer if desired) Location: Green Park / PiccadillyKey Responsibilities:
Providing comprehensive financial and surveying related information as required by Management/Directors, including monthly reports, reporting directly to the Commercial Director.
Establishing & maintaining relationships with Clients, Sub-Contractors & Suppliers.
Measuring the works for interim valuations and final account purposes. Record of dimension/quantities to be taken/kept if required.
Preparation and submission of valuations and final accounts, ensuring all dates are met, as per the agreed contract.
Recording and agreeing of extra works, day works & variations throughout the contracts.
Recording all relevant events for delay and loss and expense claims as/when necessary.
Monitoring payments, to ensure full payment is received for all work claimed and certified. May be required to ‘chase’ outstanding payments.
Measuring, certifying and agreeing of subcontractor/supplier accounts.
Working closely with the Buyer Department to ensure plant/equipment is being procured at the most optimum rates & delivered in conjunction with programme/valuations etc. and within the target budget level set.
Assisting management in provision of statistics and other surveying related information for meetings/reports.
Measuring of operatives work for the monetary payment system.
Liaising with client representatives and other members of the team to ensure effective communications and a cohesive working environment.
Providing general support to operations staff on surveying matters.
Provide estimating department with statistical information for new rates.
Maintain a suitable filing system/record keeping.
Familiarisation with specification/drawings for each project, as well as the terms & conditions upon which we are employed, to assist in highlighting changes, variations etc.
Keep up-to-date with new technology and legislation as appropriate.
Undertaking any other tasks/duties as may be reasonably required and/or requested by senior members of staff.
Requirements:
Hold at least HNC level qualification in QS/related subject
Strong commercial awareness and understanding of project financials.
Reasonable understanding of mechanical services industry and associated materials
Proficient in Microsoft Office (Word, Excel, Outlook, Access, Projects, etc.) and related systems
Awareness and experience of construction methods, technology, standard forms of measurement and forms of building contract
Ability to read, analyze and interpret general business documents, technical procedures, drawings, government regulations
Work independently, establish priorities and make decisions
Strong negotiator
If you are interested in this position, please send your CV for consideration.....Read more...
Ensure that all documentation is saved in client files appropriately
Oversee the letter of authority process
Learning the requirements of pre-meeting preparation and post meeting follow up within specific timescales, including accurately updating client files on Salesforce CRM
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Meeting and greeting clients and visitors to the Practice
Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
Knowledge and experience:
Desire to progress within the financial services sector
Willingness to learn all relevant regulation and legislation
Experience of client management systems such as Salesforce
Working towards completion of apprenticeship
Skills and behaviours:
Excellent face-to-face and telephone client interaction skills and ability to build rapport swiftly
Excellent written communication skills
Broad experience of Microsoft Office (Outlook, Word, PowerPoint, Excel)
Good organisation skills
Strong attention to detail
Manages time effectively with the ability to multi-task
Keeps calm when faced with conflicting demands and handles these effectively
Demonstrates a positive attitude at all times
Works well on own tasks as well as on shared goals as part of a team
Open to change with a creative approach to problem solving
Required Competencies:
Quality Focus: Takes personal responsibility for the quality and timeliness of work and achieves results with minimal supervision. Stays focused on tasks despite distractions and interruptions
Teamwork: Promotes cooperation and commitment within a team to achieve goals and deliverables
Communicating Effectively: Understands and learns from what others say and conveys ideas and facts using language the audience will best understand
Planning and Organising: Manages own time, priorities, and resources to achieve goals
Developing Self: Demonstrates an ongoing commitment to learning and self-improvement
Training:
Business Administrator Level 3
Day realease training will take place at Burnley College
Training Outcome:On successful completion of the apprenticeship, there is potential for full-time employment.Employer Description:For those wishing to secure their future, Think Wealth is a provider of high-quality financial advice. We combine personal attention with a straight-talking, down-to-earth approach to remove complexities whether looking after your personal finances or your business needs.
We listen. We understand. And we advise. We are transparent and always evolving, adapting to your immediate needs, helping you make smarter, more informed financial decisions which in turn helps you to make better life decisions.Working Hours :Monday - Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Logical,Team working,Patience,Self-Development....Read more...
