Key Responsibilities:
Supporting Client Relationship Managers in maintaining and developing client relationships
Conducting research and gathering information on clients' financial situations and goals
Helping to prepare client reports, presentations, and other materials
Providing administrative support to the team, such as managing calendars, scheduling appointments, and maintaining records
Collaborating with internal stakeholders
Staying up-to-date on industry trends, market developments, and regulatory changes
Assisting with project work, such as data analysis and business development activities
Training Outcome:You may be offered a permanent role within the Bank, taking on an Assistant Client Relationship Manager role using specific expertise or knowledge developed during the apprenticeship.Employer Description:Bank J Safra Sarasin is an international banking group committed to sustainability with a focus on continuity, solidity and long-term added value.
We are a privately-owned Group with a heritage reaching back to 1841 and are fully committed to private banking and asset management, and to the long-term strategic objective of focusing on clients, solidity and stabilityWorking Hours :Monday - Friday 9.00am - 5.30pm (1 hour unpaid lunch) - Fully on-site in the Mayfair Office.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Initiative....Read more...
A private investment firm based in London, focused on real estate and private equity across Europe and the Middle East, is seeking a talented and motivated Associate to join its investment team. This is a pivotal role within a lean, high-calibre team, offering direct exposure to live transactions across property and private capital investments in the UK and internationally.The firm is a London-based private investment house concentrating on real estate and private equity across Europe and the Middle East. It takes a concentrated, value-driven approach to illiquid assets, with active mandates across the UK, Spain, Luxembourg, Ireland, and the Gulf region. The team is small and senior, meaning each member carries meaningful responsibility from day one.Key Responsibilities
Financial Modelling: Building, maintaining, and stress-testing financial models for real estate acquisitions, developments, and private equity transactions (cash flow models, IRR/returns analysis, sensitivity analysis, waterfall structures).Investment Analysis & Due Diligence: Supporting end-to-end deal evaluation including sector research, comparable analysis, market sizing, and presentation of investment recommendations to Partners.Research & Reporting: Producing high-quality research reports, market studies, and sector analyses (hospitality, residential, commercial real estate, private equity) for internal use and investor presentations.Investor Materials: Preparing and updating investor presentations, information memoranda, and pitch materials to a professional standard.Deal Execution Support: Assisting in coordinating with legal counsel, advisers (Savills, Colliers, etc.), lenders, and counterparties during transaction processes.Pipeline Tracking: Monitoring and evaluating potential deal opportunities across target markets; preparing deal screening summaries for Partners.Portfolio Monitoring: Tracking performance of existing investments; preparing quarterly or ad hoc portfolio updates.Ad Hoc: Supporting the Partners with commercial analysis and internal projects as the firm continues to grow.
Required Experience & Qualifications
2–5 years of experience in investment banking, private equity, real estate investment, or a top-tier strategy consulting environment.Demonstrated financial modelling proficiency — real estate models (DCF, development appraisals, loan/equity waterfalls) strongly preferred.Undergraduate degree from a leading university, ideally in Finance, Economics, Mathematics, or a related quantitative discipline; strong academic record expected.Track record of producing polished, well-structured research reports, investment papers, or presentations.Experience across at least one of the firm's core sectors: real estate (UK and/or European), hospitality/leisure, or private equity.Exposure to cross-border transactions or international investment contexts is advantageous.
Technical Skills
Advanced Excel and financial modelling skills — proficiency with real estate and/or LBO/private equity models.Strong PowerPoint skills — ability to produce investor-grade presentations with clear narrative and visual layout.Advanced proficiency with AI tools (Claude, ChatGPT).Working proficiency in a second European language (French, Spanish, Arabic) is advantageous given the firm's geographic footprint.
Personal Attributes
Self-starter: Able to work with significant autonomy in a lean team environment; takes initiative without waiting to be directed.Intellectually curious: Genuine interest in markets, businesses, and investment ideas; reads widely and thinks independently.Rigorous and detail-oriented: High standards for accuracy in financial work and written output; knows that quality matters.Strong communicator: Able to convey complex analysis clearly — both in writing and in conversation with Partners and external counterparties.Commercially minded: Understands that analysis exists to inform decisions; can distil research into actionable conclusions.Collaborative and discreet: Comfortable working closely with senior partners; understands the importance of confidentiality in a professional investment context.Resilient and adaptable: Thrives in a fast-paced environment where priorities can shift; handles multiple workstreams simultaneously without losing composure.
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Meet and greet visitors/accept and sign for deliveries
Answer incoming calls from hotels and clients
Contact hotels on pre-arrival call to confirm they have clients payment details and allowance information
General office duties to include photocopying, laminating, scanning documents, shredding, binding, printing address labels.
Frank post daily
Check stock supplies for stationery, cleaning products, drink supplies
Update towns and attractions to exsisting members and non members hotels and venues
Addition of photos and data onto our website for member hotels.
Cleansing of current database
Research new properties to add to database
Assist in other areas of the department as required
Take banking to bank or run errands (if applicant has driving license, not essential)
Training:
The Business Administrator Apprenticeship will take you 18 months to complete
You will attend College at least twice a month throughout the year where you will receive one-to-one support from your assessor and functional skills tutors
Training Outcome:
After completion of the apprenticeship the candidate would be reviewed for a permanent position depending on company requirements at that time
Employer Description:We are a hotel and conference agency working closely with promoting hotels and venues along with providing a service for our corporate and private clients using us to book accommodation, meetings and travel. We are an office based in Gosberton, near Spalding with approximately 30 employees.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Initiative....Read more...
Screening calls and taking detailed, accurate messages
Conducting weekly stationery checks, tidying stationery areas, restocking supplies, and reporting low stock to the Office Manager
Carrying out general administrative tasks such as photocopying, scanning and filing company documents
Producing file closure forms in line with company procedures and closing files
Managing incoming and outgoing post, including hand collections and filing mail away into the post folders
Replenishing paper in the printers
Processing and banking incoming cheques
Franking the outbound mail and ensuring this is dropped at reception for the Royal Mail collection
Booking meeting rooms, setting up refreshments and collecting lunches as needed
Maintaining the database of original documents (wills, deeds, etc.), including locating, updating, retrieving and re-filing items
Supporting other general office duties as reasonably requested throughout the day
Monitoring and actioning Teams inbox jobs
Training:Business Administrator Level 3 Apprenticeship Standard.Training Outcome:
All apprentices will spend an initial period working as a Business Administrator. This stage provides the opportunity to develop essential office skills and gain hands‑on experience in legal administration.
A career in law is highly competitive, and this role offers a valuable foundation. After successfully completing this stage, apprentices are well‑placed to consider progression into roles such as a paralegal within the firm (where available) or to explore other areas of legal practice.
Employer Description:Private Client Solicitors is a boutique law firm in Manchester that specialises in providing expert legal advice to help safeguard and protect your wealth. PCS has extensive experience in relation to wills, trusts, tax, estate planning, succession, wealth preservation, probate, mental capacity law and philanthropy.Working Hours :Monday to Friday from 9:00am to 5:00pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working....Read more...
Preparing monthly accrual, prepayment and P&L related schedules
Preparing analyses of ledger accounts
Reviewing and responding to account payable and account receivable queries as required
Processing invoices and ledger entries into accounts as required
Prepare and support the annual audit for the group and corporate entities, includes liaising with auditors and resolving queries throughout the audit
Assist with the Budget and Forecasting processes
Daily banking, payment allocation and updating of cash receipts
Debtor management which includes chasing debt via email, telephone and the use of Money Claims to recover any outstanding monies
Liaising with Private Medical Insurers and responding to billing queries
Actively look for process and control improvements and where possible implement them with support and guidance from the Head of Finance
Responsible for issuing the weekly dashboard data set with commentary to managers and assisting with Business Development, this includes project appraisal and developing business cases
To adopt a Business Partner role at our clinics to ensure all finance functions are maintained and that all data is all recorded accurately
To reconcile allocated balance sheet accounts on a monthly basis and flag up any issues
To communicate effectively with people in the business, external stakeholders and patients
Respond to finance related queries and provide high quality customer service across the company
Training:Looking to achieve AAT Technician qualification. Training to be both on the job and classroom attendance with Wiltshire College (Salisbury).Training Outcome:Move to more senior accounting roles within organisation.Employer Description:Regent’s Park Healthcare (RPH) delivers high quality, cost-effective cardiac care, through excellent service, efficient operations management, well-trained staff, and uncompromising professionalism. It operates across 42 NHS hospitals and 3 Regent’s Park Heart Clinics, at Dorset, Cambridge, and Peninsula (Plymouth).Working Hours :Monday to Friday, 9.00am - 5.00pm.
30 min unpaid lunch break.Skills: IT skills,Attention to detail,Customer care skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Patience,Good keyboard skills....Read more...
Supporting the mortgage adviser with client enquiries
Helping prepare mortgage cases and client documents
Speaking with clients, lenders, solicitors and estate agents
Booking appointments and following up with clients
Learning about the mortgage process from initial enquiry to completion
Assisting with mortgage administration and case trackingHelping clients understand what information and documents are required
Helping with general office administration
Updating systems and keeping client records organised
Providing a professional service to clients
Training:Level 3 Mortgage Adviser Apprenticeship Standard:
The Mortgage Adviser apprenticeship is perfect for those looking to develop the knowledge and skills required to work within this specialised role, as well as obtaining a regulatory qualification
Through job-based training and study towards a highly respected benchmark qualification, the apprentice will become a competent and confident mortgage adviser
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:
Certificate in Mortgage Advice and Practice (CeMAP1,2,3) - awarded by The London Institute of Banking and Finance (LIBF)
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
To help prepare the apprentice for the CeMAP qualification, Apprentices are provided with Simply Academy’s CeMAP resource package, alongside a structured study plan supported by a series of live revision sessions with our CeMAP tutors
Training Outcome:
This apprenticeship is designed to give you a strong foundation in the mortgage and property industry
For the right person, there may be the opportunity to progress into a permanent Mortgage Adviser position with CAPC once the apprenticeship has been completed and the candidate has achieved CeMAP 1, 2 and 3
Employer Description:Christopher Allen Private Clients is a boutique mortgage and protection brokerage specialising in High Net Worth clients. Providing bespoke mortgage advice to assist with residential and buy to let purchases and re-mortgages.
Working closely with high street lenders, specialist providers and private banks to assist our clients in achieving their financial goals. Advisers have access to over 12,000 mortgages from more than 90 UK lenders, including exclusive deals only available through us.
CAPC has become one of the premium mortgage brokers for an increasing number of accountancy firms around the UK. This allows accountants to provide enhanced support services to their clients.Working Hours :Monday - Thursday, 9.00am - 5.00pm and Friday, 9.00am - 4.30pm.Skills: Communication skills,IT skills,Organisation skills,Customer care skills,Administrative skills,Team working,Enthusiastic to learn,Professional attitude,Well presented,Self motivated....Read more...
Job Description:
Our client, a leading investment firm, is seeking a highly organised and proactive Personal Assistant to support senior stakeholders within a fast-paced and dynamic environment.
This is an excellent opportunity for an experienced PA professional to join a collaborative team, providing high-quality support across a range of business activities. The successful candidate will be confident managing competing priorities, coordinating across multiple time zones, and building strong relationships with both internal and external stakeholders.
This is a full-time, office-based role in London.
Essential Skills/Experience:
Previous Personal Assistant or Executive Assistant experience within a fast-paced environment.
Experience within investment management, private equity, investment banking or financial services is highly desirable.
Excellent organisational skills with the ability to manage multiple priorities effectively.
Strong communication and interpersonal skills, with the confidence to engage with stakeholders at all levels.
Proactive, resourceful and able to work independently using initiative.
High attention to detail and a commitment to delivering work to a consistently high standard.
Professional, adaptable and collaborative approach.
Strong Microsoft Office skills, particularly Outlook, Teams, Word and PowerPoint.
Ability to work effectively under pressure and meet deadlines.
Core Responsibilities:
Provide comprehensive administrative and organisational support to senior team members.
Manage complex diaries, coordinate meetings and maintain stakeholder communications.
Arrange travel, accommodation and logistics, including expense processing.
Support day-to-day team operations and act as a key point of contact for administrative matters.
Coordinate onboarding activities for new joiners.
Assist with project work and business initiatives as required.
Maintain accurate filing systems, records and databases.
Identify opportunities to improve administrative processes and team efficiency.
Collaborate closely with colleagues to ensure seamless support across the wider team.
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: (16501)
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...
Building Services Engineer - Client Direct - Banking Environment - London - £48,000 + bonus + AP Training About the Role: Exciting opportunity to work In House / Client Direct for a very well known financial institution in London. My client is looking for an Electrical or Mechanically biassed Maintenance Engineer to be based across 2 critical / commercial buildings next to each other in London. The successful candidates will be electrically or mechanically biased (C&G / NVQ) with a proven track record in commercial building maintenance, ideally within a critical site (i.e. Bank, Data centre, Blue chip office etc). Working with the maintenance team on site, he or she will be required to carry out mechanical, electrical and fabric maintenance to the following. In return the company is offering a competitive package of £48,000 + 10% bonus + AP Training and AP allowance once training complete. ? What’s in it for you?Up to £45,000 + 10% bonus£750 HV / £750 LV or £750 Mechanical AP payment~£3,000 call out allowance after site familiarisation (1 in 7 call out + 2x hourly rate if called out)Overtime available at 2x rate on weekdays and weekendsHV/LV or Mechanical AP Training10% Pension contribution from employer26 shifts holidayPrivate Health Insurance Dental PlanInterest Free Season Ticket LoanLife insurance 4x salaryA lot of progression availabl ? Working Hours:Day Shift (10 hour shifts)3 on, 1 off, 3 on, 3 off, 4 on, 7 off, 4 on, 3 off Later start on Saturdays & Sundays ? Key Responsibilities: Ensure that Planned Preventative Maintenance & Reactive maintenance is carried out to all client assets through operation of Planned Preventative Maintenance System.Ensure that plant faults and defects are swiftly remedied to maintain the plant in serviceable order at all times.Ensure that suitable spares are available to carry out maintenance of the above plant.Ensure that comprehensive maintenance records are completed in the form of job sheets.Ensure that Method Statements and Risk Assessments are prepared, reviewed and utilized for all tasks (PPM and reactive) carried out to ensure safe working practices.Lighting (Small installation, Fault-finding, Lamping, Changing ballast's, Control panel, Power distribution)Emergency lightingAir Conditioning - Air Handling Units / Fan Coil Unit (Filter changes, cleaning)Chillers - Re-setWater Treatment (Temperature checks / Not dosing)Monitor mechanical plantPumps, motorsBMS System - Monitor (i.e. Hot & Colds)Undertake all allocated tasks and perform them in a timely and professional manner.Be proactive in identifying and reporting faults with building services equipment and take steps to resolve them.Be proactive to ensure all H&S issues are reported/escalated as required.Maintain informal communications with Client staff members related to service levels and issues.Report service affecting issued to the site management team for formal communication with the client.Remain flexible with regard to site attendance and tasks undertaken within personal competency.Be fully aware of relevant Health and Safety and general legislative matters.Escort specialist subcontractors ✅ Requirements:Electrically or Mechanically qualified Level 3 / HNC / HNDYou must be able to provide copies of your trade certificates (Essential)Will need to pass security clearance A proven track record in commercial building maintenanceAn understanding of critical plant: Chillers, HVAC, UPS systems, Cooling Towers etcExcellent customer skills Ideally multi skilled ? Ready to Apply? Send your CV to Fin@cbwstaffingsolutions.comOr call 0203 583 3099 and ask for Fin to learn more! ....Read more...
Finance Director DesignateConfidential | Halifax | £80,000 - £90,000 + BenefitsThe BusinessThis is a technology-led British business operating at the forefront of the recycling sector, based in Halifax. The business has built a market-leading position.What sets the business apart is its investment in proprietary technology, including advanced capability that places it ahead of the curve in a sector where technical differentiation matters. It operates from a purpose-built facility and serves a growing base of commercial and public sector clients.Having recently completed a management buyout backed by a specialist private equity investor, the business enters its next phase with strong foundations, an ambitious management team and a backer with a clear growth thesis. It is at a genuine inflection point - operationally credible, technically differentiated, and with real runway ahead of it.The OpportunityThis is a newly created senior finance role - the first dedicated FD appointment in the business’s history - brought about by the MBO and the scale of ambition that comes with it. Reporting directly to the CEO and with full board exposure, the Finance Director Designate will build the finance function, bring commercial rigour to the business and take ownership of everything from day-to-day financial management through to strategic planning, investor reporting and capital allocation.This is a genuine stepping-stone role. For the right person, someone currently operating at Deputy FD or Financial Controller level who is ready for the full seat - the path to FD is clear and intended. Equity participation is on the table, creating real alignment with the value you help create.What You Will Be Responsible For
Building and leading the finance function - establishing the team, systems and processes the business needs as it scales under PE ownership.Owning the monthly management accounts, board reporting pack and all financial reporting obligations, ensuring the CEO and investor have the quality of information they need to make good decisions.Driving the annual budgeting and forecasting process with a focus on meaningful variance analysis and forward-looking insight rather than retrospective reporting.Acting as commercial finance partner to the CEO and senior leadership team — challenging assumptions, stress-testing plans and bringing financial clarity to strategic decisions.Managing relationships with the business’s banking and debt partners, with a solid understanding of existing facilities and the discipline to manage covenant compliance and cash efficiently.Overseeing statutory reporting, audit, tax and compliance, working with external advisers where appropriate.Supporting the evaluation of capital investment decisions, including business cases, returns analysis and post-investment review.Serving as the primary finance interface for the PE investor - meeting the reporting and governance expectations that come with institutional backing.
What We Are Looking For
A qualified accountant (ACA, ACCA or CIMA) with a strong track record at Financial Controller, Deputy FD or Head of Finance level, ready to take the next step into a board-facing FD role.Someone who has operated in a business of genuine complexity — ideally with experience in recycling, manufacturing, logistics, environmental services or a similarly operationally intensive environment, though this is not prescriptive.Experience of working within or alongside a PE-backed business would be an advantage - familiarity with investor reporting, covenant management and value creation planning is genuinely valued.A natural communicator who can translate financial complexity into clear, confident narratives for a CEO, board and institutional investor audience.A builder by instinct: comfortable setting up processes, selecting systems and developing a team rather than inheriting an established function.The commercial instinct to look beyond the numbers and contribute meaningfully to strategic conversations, not just report on them.Comfortable with ambiguity and energised by a business that is actively evolving.
Why This Role
The first FD appointment of a PE-backed, technology-led business at a genuine inflection point - a role you shape rather than inherit.A genuine FD Designate position with a clear and credible progression path, not an indefinite holding pattern.Future equity participation, creating real alignment with the success you help deliver.Direct access to an ambitious CEO and an engaged institutional investor.A sector with serious structural tailwinds.A Yorkshire base with a leadership team that values presence and genuine collaboration.£80,000 - £90,000 depending on experience, and a competitive benefits package.
How to ApplyThis search is being managed on a confidential basis by IFF Executive. To find out more or to register your interest, please contact the IFF team directly. The business will be revealed at the appropriate stage of the process to shortlisted candidates. INDHS Equals One is an advertising and recruitment agency working on behalf of our client to promote this vacancy. You may be contacted directly by the employer should they wish to progress your application. Due to the number of applications we receive, we are unable to provide specific feedback if your application is unsuccessful.....Read more...
