Support mortgage advisers with administrative tasks
Liaise with clients, lenders, and solicitors to gather and process documentation
Input and maintain accurate client data on CRM systems
Track mortgage applications from submission to completion
Assist in preparing and reviewing mortgage and protection documents
Handle client queries via phone, email, and in person
Provide general office and clerical support to the wider team
Learn and apply industry knowledge as part of apprenticeship training
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner
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:There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.Employer Description:We are whole of market mortgage and protection advisers based in York. We offer advice to clients on their residential and Buy to Let mortgages. We also offer advice regarding life, critical illness insurance and income protection. We have been established since October 2020 and are an ambitious and growing firm.Working Hours :Flexible. Monday to Friday, 8.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working....Read more...
Mobile Air Conditioning Engineer - Bristol & Surrounding Areas - Up to £50,500Exciting role to join a Leading National maintenance Service provider that is looking to expand its operation and bring in a specialised Commercial Air Conditioning & Refrigeration engineer to supply this service in a retail and banking environment in and around the Bristol area, my client is also willing to look at junior candidates at a lesser salary. You will be joining their current Mobile maintenance team and an International retail brand carrying out Service and Breakdowns on Air conditioning, HVAC and refrigeration plant. You will be responsible for all commercial Air conditioning maintenance as well as general building services in Bristol and surrounding areas. Hours of Work Monday - Friday 08:00 am -17:00 pm.RequirementsNVQ Level 2 in Refrigeration & Air conditioning (Minimum) - Maximum salary of £39,000NVQ Level 3 in Refrigeration & Air conditioning (Highly Desirable) - Maximum salary of £50,500Fgas 2079 Cat 1 (Essential)Experience within a Maintenance / Facilities Management environment.Knowledge of Health & Safety, Permit to Work procedures and safe systems of working.Capability to perform manual tasks, including manual handling, working at heights and in confined spacesOn-Call Rota.Good verbal and written communication is important, including the ability to use a mobile device.Self motivated and solutions focussed with the ability to work without supervision but also enjoy working as part of a team.Full Drivers LicenseBenefitsBasic Salary of up to £50,500Monday to Friday 08.00 – 17.0025 days holiday + Bank HolidaysCompany Vehicle + Fuel Card - Private Use availableFull company uniformPDA and Mobile phonePensionLife AssuranceEmployee Shares SchemesReward programme & Employee programmeEmployee discounts.ResponsibilitiesPPM & Reactive maintenanceAir conditioning and refrigeration - Service/maintenanceYour main duties will be service and maintenance on split systems, VRV's, VAV's and VRF's, AHU's, FCU's, Chillers and all HVAC and refrigeration plant.Electrical Knowledge would be beneficial.Extensive building services knowledge....Read more...
Position: Vice President of Transactions
Location: London, UK ( Madrid and Milan could be also considered)
Who are we recruiting for?
Our client is a fast-growing and established Independent Power Producer (IPP) specializing in the development, construction, and long-term operation of renewable energy projects globally, including solar, wind, and energy storage.
What will you be doing?
Lead and execute M&A transactions, including platform and asset acquisitions in the renewable energy sector.
Oversee the full transaction lifecycle, from due diligence to negotiation, deal structuring, and execution.
Manage post-acquisition integration, ensuring seamless operational and financial transition.
Collaborate with cross-functional teams to align strategic goals and optimize acquired assets.
Conduct risk assessments and financial modeling to support investment decisions.
Work closely with external advisors, consultants, and internal stakeholders to maximize deal value.
Are you the ideal candidate?
Proven experience in M&A transactions within the renewable energy sector (solar, wind, or energy storage)
In-house experience in a renewable energy company is mandatory (a mix with advisory, consulting, or banking is acceptable)
Demonstrated track record of closing large-scale deals, including platform acquisitions
Hands-on experience in post-acquisition integration of acquired platforms or assets
Strong financial, strategic, and negotiation skills
Ability to collaborate across teams and work in a fast-paced environment
No direct managerial experience required, but leadership in deal execution is essential
What’s in it for you?
Opportunity to play a key role in a growing, long-term renewable energy platform
Lead high-impact transactions in a dynamic and evolving industry
Work with a forward-thinking company committed to sustainability and innovation
Who we are
Executive Integrity is a global executive search and recruitment consultancy for a more sustainable world, with a focus on talent within the Green Technology and Renewable Energy sectors. We allocate a proportion of our profits to Friends of the Earth International to support environmental initiatives worldwide.
....Read more...
Provide IT resources as required including:
Networking (basic troubleshooting)
Telephony assistance and troubleshooting
Technical support for supported software applications and hardware
Set up and maintain user accounts for staff & offices
Set up and maintain systems and services used by external Raymond James branches and offices
Create and maintain documentation and training support materials
Triage and manage incoming service requests and incidents
Ensure that open service requests and incidents are resolvedpromptly and within SLAs
Other duties as assigned
Specialist/Technical Knowledge:
Use of Windows 10 is essential
Use of Microsoft Office - 2016 / 2019 / 365 is essential
Qualities we look for:
Excellent communication and interpersonal skills
Demonstrable commitment to providing excellent customer service
Excellent time management and organisational skills
Ability to multi-task and prioritise
Training:
An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying
ICT (Information Communications Technician) level 3 apprenticeship standard
You will also receive full training and support from the Just IT
Apprenticeship team to increase your skills
Your training will include gaining a level 3 IT qualification
Training Outcome:
Potential full time position for the right candidate after completion of apprenticeship
Employer Description:When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.
Today, that client-focused approach has extended to serve client accounts through approximately 8,800 financial advisors in the United States, Canada and overseas. Further, the company has expanded through the years to serve corporations, institutions and municipalities through significant capital markets, banking and asset management services.Working Hours :The role includes a requirement for shift work (07:00 - 15:30 08:00 - 16:30 & 09:00 - 17:30) and may occasionally require the candidate to work outside of standard office hours.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
About the role:
The Relationship Management Administrator enhances team efficiency across the SBU by providing seamless administrative support, managing documentation, coordinating client interactions, and streamlining workflows to drive productivity and service excellence
Your day-to-day responsibilities:
Compile and analyse customer satisfaction surveys, monitoring progress on a monthly basis
Coordinate and facilitate in-person customer meetings each month
Ensure compliance with Standard Operating Procedure (SOP) reviews
Collaborate with the Office Manager to coordinate team travel arrangements and provide necessary updates
Monitor and track process improvements within the team to enhance efficiency
Provide administrative support to the Head and Deputy Head of Commercial Banking, including managing RMT deadlines
Maintain an up-to-date tracker for collateral documentation and renewal processes
Oversee the completion and follow-up of yearly anniversary reports
We are looking for someone with the following skills:
A team player is required as the role entails active participation in the team, in addition to being able to work independently
Ability to interact professionally with clients
Ability to prioritise workload and be self-sufficient
Excellent MS Office, including Excel, Word and Outlook skills
Excellent telephone and written communication skills
Training:Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.
Off the job trainging for your apprenticeship will take place one day per week, in person at City Gateway's Learner Hub:
Import BuildingThe Pavilion,2 Clove Crescent, London. E14 2BE.Training Outcome:
Permanent opportunity upon successful completion of the apprenticeship
Access Bank will also offer opprtunities for further professional career development for the right candidate
Employer Description:The Access Bank UK Ltd is the first Bank in London to be awarded Platinum status by Investors in People (IIP) in 2020 demonstrating our commitment to high performance through good people management and strong company culture.
This means there is a focus on clearly defined set of core values and the Bank encourages a sense of individual ownership and talent development whilst fostering team spirit and career progression.Working Hours :9.00am to 6.00pm, Monday to Friday.Skills: Communication skills,IT skills,Organisation skills,Team working,Initiative....Read more...
Key Responsibilities:
Attendance Management: Accurately tracking and reporting attendance to schools.
Communication Coordination: Managing communications between parents/carers, schools, and external organisations.
Diary Management: Ensuring staff calendars are up-to-date, scheduling and organising meetings, and managing meeting logistics.
Meeting Documentation: Taking detailed minutes during meetings and distributing these to relevant parties.
Financial Administration: Creating and tracking invoices, managing bank payments, and conducting banking transactions where required.
Learner Support: Registering learners, booking examinations, and supporting their progression through educational pathways.
Event Assistance: Assisting directors and the senior leadership team with planning and organising events and open days.
First Point of Contact: Welcoming visitors, answering queries, guiding tours of the premises, and providing general information about the organisation.
Training:
Training and learning will take place both at work and online.
Underpinning Knowledge / Theory classes will be provided each month via TEAMS sessions.
The Learning & Development Advisor will visit the workplace every month to gather evidence of competence and professionalism gained through ongoing work-based learning.
Training Outcome:This Apprenticeship provides an excellent foundation for developing valuable skills in administration, finance, organisational management, and communication, positioning you for a successful and rewarding career in business administration management.
Upon successful completion and achievement of this Apprenticeship, it is planned that sustained ongoing employment with Coast Tuition will be available for the Apprentice. Employer Description:At Coast Tuition we believe in a holistic approach to education that puts the learner at the center of their learning journey. For students who can’t access mainstream education, we offer bespoke learning plans with up to 15 hours of 1:1 delivery per week. Our focus is on the core skills of English and Maths, and we use a variety of teaching methods and learning environments to engage and support our students.
We work with primary, secondary schools, colleges, Local Authorities, and other professionals to provide a comprehensive and supportive service.Working Hours :Monday – Friday, 8:30am – 4pm, including a 30min unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
An excellent opportunity has arisen for a motivated individual to gain experience in finance whilst working towards a recognised AAT qualification. Luxury Leisure are looking for an enthusiastic and ambitious individual to join their friendly and professional team, who will fully support the apprentice throughout their apprenticeship.The purpose of this role is to provide effective support to the rest of Finance Team and to undertake various finance-based tasks
To complete daily bank statement reconciliations
Processing personal expenses & credit card statements accurately and efficiently
Maintaining a log of weekly banking summaries, ensuring all updates and amendments are completed
Update ATM & PDQ reconciliation
Ensure all spreadsheets are reconciled for month-end deadlines
Assist with the processing of invoices
To cover and assist with reception & admin duties such as booking hotels, travel & meeting rooms, managing post, answering phone calls and other office duties
Strong IT skills, including proficiency in Microsoft Office, are essential for this role
This list of duties is not exhaustive and other tasks may be required.
Probationary period applies.Training:Attend Access Training on a fortnightly basis. Training Outcome:The company view this apprentice position as a long term opportunity for an individual to progress within their organisation and they are committed to supporting the candidate’s progression.
As the company continues to grow there may be career progression opportunities, for the right candidate.
The salary would start at £16,000 and increase to £18,000 once level 2 was passed. The employer would then review to see if the candidate would go onto level 3, and possibly again for level 4.Employer Description:Luxury Leisure Talarius, trading as Admiral, is a market leading provider of slots and gaming entertainment in the UK. Boasting over 230 high street and seaside gaming venues, Admiral offers the ultimate gaming experience, showcasing the best casino and classic slot games available on both the most technologically advanced slot machines and traditional “fruit machines.”Working Hours :Mon-Fri 9am-5:30pm. 37.5 hrs per week.Skills: Communication skills,Attention to detail,Organisation skills,Team working,Initiative....Read more...
Mobile Air Conditioning Engineer - Exeter & Surrounding Areas - Up to £50,500Exciting role to join a Leading National maintenance Service provider that is looking to expand its operation and bring in a specialised Commercial Air Conditioning & Refrigeration engineer to supply this service in a retail and banking environment in and around the Exeter area, my client is also willing to look at junior candidates at a lesser salary. You will be joining their current Mobile maintenance team and an International retail brand carrying out Service and Breakdowns on Air conditioning, HVAC and refrigeration plant. You will be responsible for all commercial Air conditioning maintenance as well as general building services in Bristol and surrounding areas. Hours of Work Monday - Friday 08:00 am -17:00 pm.RequirementsNVQ Level 2 in Refrigeration & Air conditioning (Minimum) - Maximum salary of £39,000NVQ Level 3 in Refrigeration & Air conditioning (Highly Desirable) - Maximum salary of £50,500Fgas 2079 Cat 1 (Essential)Experience within a Maintenance / Facilities Management environment.Knowledge of Health & Safety, Permit to Work procedures and safe systems of working.Capability to perform manual tasks, including manual handling, working at heights and in confined spacesOn-Call Rota.Good verbal and written communication is important, including the ability to use a mobile device.Self motivated and solutions focussed with the ability to work without supervision but also enjoy working as part of a team.Full Drivers LicenseBenefitsBasic Salary of up to £50,500Monday to Friday 08.00 – 17.0025 days holiday + Bank HolidaysCompany Vehicle + Fuel Card - Private Use availableFull company uniformPDA and Mobile phonePensionLife AssuranceEmployee Shares SchemesReward programme & Employee programmeEmployee discounts.ResponsibilitiesPPM & Reactive maintenanceAir conditioning and refrigeration - Service/maintenanceYour main duties will be service and maintenance on split systems, VRV's, VAV's and VRF's, AHU's, FCU's, Chillers and all HVAC and refrigeration plant.Electrical Knowledge would be beneficial.Extensive building services knowledgePlease send your CV today to Archie Reed at CBW Staffing Solutions to avoid missing the opportunity....Read more...
Do you hold the CISI Level 4 (Investment Advice Diploma - IAD) OR the full Investment Management Certificate (IMC) plus CFA Level 1? Or do you hold the CII diploma in financial planning?
Do you currently have 'transferable' clients who would follow you to a new role with a highly successful and established private wealth management organisation in London?
We are actively seeking applications from individuals from either a wealth management or private banking background. Please note it is essential that you have a strong network you can leverage for this role as well as transferable clients.
In this role you will focus on generating relationships with new clients using your strong business development skills as well as looking after a portfolio of existing clients. You will have an excellent understanding of regulated financial products coupled with a track record of operating as a relationship manager covering a client base of HNW/UHNWI/professional clients either in the UK or international markets.
Benefits:
A highly competitive compensation structure
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: 16000
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...
Mortgage administrators at Echo Finance play a key role in our business, providing essential support to our brokers to help them deliver a 5-star service to our customers.
Day-to-day tasks our administrators carry out include:
Handling incoming calls from our customers
Providing support to advisors & clients
Case audits & suitability gradings
Using Microsoft packages including Outlook, Word and Excel (Google Workspace equivalents)
Recording and updating customer records on our in-house Echo CRM
Liaising with our clients, solicitors, estate agents, lenders, insurers & providers
Training:The Level 3 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:Progression and training opportunities for our administrators who have an interest in becoming mortgage brokers.Employer Description:Echo Finance is a whole-of-market Mortgage, Later Life, Protection & Home Finance brokerage who help people all over the UK achieve their financial goals.
With a strong track record in providing quality advice to our clients, we have been able to see sustained growth. You will enjoy a friendly and supportive working environment in the countryside of West Yorkshire, as part of an award-winning team of mortgage brokers.
As an administrator, you will be right at the heart of our client's operations, handling a diverse range of tasks to keep things ticking over smoothly.Working Hours :Monday to Friday 9am to 5pmSkills: Communication skills,IT skills,Attention to detail,Team working,Initiative,Patience....Read more...
Administrators will assist the Mortgage Advisors with their clients by:
Administering mortgages to offer stage
Selling Home Insurance
Keeping clients, solicitors and estate agents up to date with progress of applications
Establishing and maintaining relationships with Estate Agency introducers
Researching mortgage facilities and placing cases with lenders
Eventually moving on to telephoning warm leads and making appointments
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:
Assuming sufficient progress is made, we will look to retain the candidate as a permanent employee, give them the chance to finish the industry CeMAP qualification and train as a Mortgage Advisor
Employer Description:Mortgage Required are independent mortgage and protection brokers offering professional, and friendly advice to customers. We are based in Maidenhead and we train young people to become advisers.
Our vision at Mortgage Required is to be a progressive mortgage broking firm delivering first class customer service. We want to be our customer's first choice for all their Mortgage and Protection needs. Mortgage Required is dedicated to being a great place to work; to being a strong, positive presence in the community and to save clients time and money.Working Hours :Monday - Thursday, 9.00am - 5.30pm and Friday, 9.00am - 5.00pmSkills: Communication skills,Attention to detail,Team working,Initiative,Enthusiastic,Personable,Motivated....Read more...
· Assist in processing mortgage applications and documentation.
· Conduct research on mortgage products and market trends.
· Provide administrative support to the mortgage advisors.
· Communicate with clients, lenders and stakeholders.
· Maintain accurate and organized records in compliance with industry regulations.
· Collaborate with team members to ensure smooth workflow.Training:The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
· A broad understanding of the financial services sector
· An understanding of the role of the appropriate regulatory bodies
· The importance of relationship building with clients and colleagues
· Understanding of processes and procedures relevant to the role
· How to develop commercial awareness
· Building skills and capabilities within an organisation
Professional Qualifications:
· CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
· Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:Right candidate may have the opportunity for career advancement within the company.Employer Description:Our core mission as a company is to help our customers achieve their purpose in finding a new, dream home, and because we know that every case is different, we take care to individually assess the needs and finances of our customers . Why? Well, the answer is simply this: our aim is to find solutions that are best tailored for every scenario and customer we come across.Working Hours :Monday to Friday 9.30am to 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Team working,Motivated,Punctual....Read more...
Holt Executive are looking for a proactive and detail-oriented Finance Assistant to join a dynamic Finance Team. As a Finance Assistant, you will play a crucial role in supporting the day-to-day financial transactions, month-end activities, and assisting in the migration to a new financial system. You will work in a fast-paced environment, ensuring accurate and timely financial information while meeting tight deadlines.
This is a fantastic opportunity for someone who is actively studying towards a recognised Accountancy qualification and is eager to further develop their skills while contributing to a high-performing team.
Key Responsibilities:
- Utilize your strong Excel skills to manipulate data and support various financial tasks.
- Assist Accounts Payable as needed, ensuring smooth transactions and accurate records.
- Support the Finance Team Lead with the production of Accounts and other financial reports.
- Help manage banking activities, including processing payments and conducting reconciliations.
- Assist with Accruals and Prepayments, including collation and posting to the accounting system (Sage).
- Assist in maintaining and updating the Fixed Asset Register.
- Provide ad-hoc financial information and support as required.
- Ensure adherence to company procedures, policies, and goals.
- Follow health and safety regulations and guidelines at all times.
- Maintain accurate and up-to-date documentation in line with BS EN9001 and the Quality Manual.
- Handle telephone calls and emails in a professional and courteous manner when required.
Skills & Experience: Essential:
- Solid working knowledge of Accounts packages and Excel, with at least 1 year of experience in an Accounts environment.
- Confidence in using new systems and adapting to changing technology.
- Actively studying towards a recognised Accountancy qualification.
- Strong attention to detail, with the ability to deliver accurate and timely results.
- Proven ability to adapt to changing priorities and work effectively in a fast-paced environment.
- Strong interpersonal skills and the ability to build relationships across teams to achieve desired results.
Personal Attributes:
- Highly organised, with excellent attention to detail and time management skills.
- Self-motivated, adaptable, and able to thrive in a changing work environment.
- A team player who demonstrates the company values of Teamwork, Integrity, Excellence, and Courage.
Work-Life Balance:
- Lunchtime finishes on Fridays.
- Hybrid/flexible working arrangements.
- 28 days annual leave, plus Christmas closure.
- Holiday purchasing scheme.
Benefits:
- Study support for your Accountancy qualification.
- Group pension plan with matched contributions up to 5%.
- Income protection scheme and Employee Assistance Programme (including remote GP service, second opinions, mental health support, and physiotherapy consultations).
- Life assurance policy, including bereavement counselling and probate helpline.
- Company share incentive plan and save-as-you-earn scheme.
- Electric vehicle salary sacrifice scheme.
- Wellbeing initiatives, including access to a wellbeing app and mental health support for all employees.
- Regular sports and social activities.
- Gym membership discounts.
- Reward platform with high street discounts and employee benefits.
- Recruitment referral bonus scheme.
- Excellent learning and development opportunities.
- A great working environment with free, onsite car parking at all locations.
This role offers the perfect blend of professional development, work-life balance, and the chance to contribute to a thriving finance team. If you're studying towards an Accountancy qualification and looking for the next step in your career, we would love to hear from you!....Read more...
Harper May is partnering with a prestigious legal firm who is seeking an experienced Finance Manager to oversee its financial operations. With a strong reputation for excellence and a commitment to client service, the firm is now looking for a commercially minded finance professional to support its continued growth and operational efficiency.Role Overview: As Finance Manager, you will take ownership of day-to-day financial management, reporting, and compliance activities. Working closely with senior leadership and partners, you will play a key role in providing strategic financial insight, enhancing internal controls, and supporting the firm’s long-term planning.Key Responsibilities:
Oversee the preparation of monthly management accounts, cash flow reporting, and variance analysis
Lead budgeting and forecasting processes across the practice
Ensure compliance with regulatory, tax, and professional reporting requirements
Manage the firm’s working capital cycle, including billing, collections, and supplier payments
Provide regular financial reporting to partners and support decision-making with data-driven insights
Maintain robust internal controls and continuously improve financial systems and processes
Liaise with external auditors, tax advisors, and banking partners as required
Manage and develop the finance team, fostering a culture of excellence and continuous improvement
Support strategic projects, including partnership profitability reviews and operational efficiency initiatives
Key Requirements:
ACA / ACCA / CIMA qualified or equivalent
Previous finance experience in a legal firm or professional services environment is highly desirable
Strong technical accounting knowledge and commercial awareness
Excellent leadership, communication, and stakeholder engagement skills
Advanced Excel skills and experience with practice management or finance systems (e.g., Elite, Aderant, or similar)
Hands-on approach with the ability to work strategically and operationally....Read more...
Business Analysis:
Support in gathering, documenting, and analysing business requirements from stakeholders
Assist in the creation of functional specifications and process maps
Analyse business processes and provide insights to improve efficiency and effectiveness
Conduct research and prepare reports on market trends, competitor analysis, and industry best practices
Participate in stakeholder meetings, taking notes and following up on action items
Help with data collection and data analysis to support decision-making processes
Support the Business Analyst team in preparing presentations and reports for senior management
Assist in the testing of new software or systems to ensure they meet business requirements
Develop and maintain strong working relationships with internal and external stakeholders
Participate in training and development programs to enhance knowledge and skills
Project Support:
Assist in the planning, tracking, and monitoring of project activities
Update and maintain project documentation, schedules, and reports
Governance and Reporting:
Ensure project compliance with governance frameworks and company policies
Prepare status reports, dashboards, and other project-related documentation
Assist in the analysis of project performance data to identify trends and recommend actions
Stakeholder Engagement:
Build and maintain positive relationships with stakeholders at all levels
Communicate effectively with internal teams and external stakeholders
Schedule and coordinate meetings, capturing minutes and action points
Continuous Improvement Initiatives:
Support the identification and execution of process improvement projects as per CI methodologies
Assist in analysing existing processes to identify inefficiencies and recommend enhancements
Participate in workshops or brainstorming sessions aimed at driving operational excellence
Tools and Systems:
Use Business Analysis, Continuous Improvement and Project Management tools and software to manage workflows and data
Support the maintenance and improvement of wider Business Improvement unit templates and processes
Learning and Development:
Participate in training sessions and complete coursework related to the apprenticeship program
Develop knowledge of Business Analysis, Project Management methodologies such as Agile, Waterfall, or PRINCE2 and continuous Improvement standards such as Lean Six Sigma
Training:The successful candidate will complete a Business Analyst Level 4 Apprenticeship.Training Outcome:Excellent progression available within the company. The successful applicant will undertake more responsibilities as the apprenticeship develops with a strong view to securing permanent employment on completion.Employer Description:Global Banking School (GBS) is a dynamic and fast growing Higher Education provider with campuses across the UK. We are a vibrant and diverse family of committed staff bringing life-changing learning to a wider range of communities. Applying evidence-based research and corporate case studies to classroom learning, we provide higher education that has real impact and real world relevance.Working Hours :Monday - Friday, working hours TBCSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Customer care skills,Team working....Read more...
Business Analysis:
o Support in gathering, documenting, and analysing business requirements from stakeholders.
o Assist in the creation of functional specifications and process maps.
o Analyse business processes and provide insights to improve efficiency and effectiveness.
o Conduct research and prepare reports on market trends, competitor analysis, and industry best practices.
o Participate in stakeholder meetings, taking notes and following up on action items.
o Help with data collection and data analysis to support decision-making processes.
o Support the Business Analyst team in preparing presentations and reports for senior management.
o Assist in the testing of new software or systems to ensure they meet business requirements.
o Develop and maintain strong working relationships with internal and external stakeholders.
o Participate in training and development programs to enhance knowledge and skills.
Project Support:
o Assist in the planning, tracking, and monitoring of project activities.
o Update and maintain project documentation, schedules, and reports.
Governance and Reporting:
o Ensure project compliance with governance frameworks and company policies.
o Prepare status reports, dashboards, and other project-related documentation.
o Assist in the analysis of project performance data to identify trends and recommend actions.
Stakeholder Engagement:
o Build and maintain positive relationships with stakeholders at all levels.
o Communicate effectively with internal teams and external stakeholders.
o Schedule and coordinate meetings, capturing minutes and action points.
Continuous Improvement Initiatives:
o Support the identification and execution of process improvement projects as per CI methodologies.
o Assist in analysing existing processes to identify inefficiencies and recommend enhancements.
o Participate in workshops or brainstorming sessions aimed at driving operational excellence.
Tools and Systems:
o Use Business Analysis, Continuous Improvement and Project Management tools and software to manage workflows and data.
o Support the maintenance and improvement of wider Business Improvement unit templates and processes.
Learning and Development:
o Participate in training sessions and complete coursework related to the apprenticeship program.
o Develop knowledge of Business Analysis, Project Management methodologies such as Agile, Waterfall, or PRINCE2 and continuous Improvement standards such as Lean Six SigmaTraining:The successful candidate will complete a Business Analyst Level 4 Apprenticeship.Training Outcome:Excellent progression available within the company. The successful applicant will undertake more responsibilities as the apprenticeship develops with a strong view to securing permanent employment on completion.Employer Description:Global Banking School (GBS) is a dynamic and fast growing Higher Education provider with campuses across the UK. We are a vibrant and diverse family of committed staff bringing life-changing learning to a wider range of communities. Applying evidence-based research and corporate case studies to classroom learning, we provide higher education that has real impact and real world relevance.Working Hours :Monday -FridaySkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Customer care skills,Team working....Read more...
This is a fantastic opportunity to join a world-renowned company, learn first-hand from industry-experts and build the foundations of your new career right here in the North-West. At Bank of America, you can expect:
To join an exceptional and supportive team, working alongside colleagues from around the globe.
Extensive career mobility opportunities and dedicated resources to support your on-going development and future career planning.
High-performance to be rewarded.
Opportunity to give back to your community, develop new skills and work with new groups of people by volunteering in your local community.
The Team
Global Operations is the engine room for multiple lines of business, including Global Markets and Global Banking.
The operational services that we provide make a significant difference to our clients; from smooth onboarding and account opening through to trade confirmation and settlement. Timely and accurate trade reporting, alongside our escalation and risk management is essential in meeting Bank of America’s regulatory obligations.
The operational knowledge and query resolution that we provide to Trading, Sales, Finance, Risk and Legal teams give rise to interesting interactions with internal stakeholders every day and the ideas we provide to our Technology team through our operational excellence initiatives help drive innovative strategies and solutions to minimise risk and increase efficiency.
As an apprentice, your key tasks and responsibilities may include but are not limited to:
Gain front to back understanding of the businesses being supported and building relationships with key internal partners including Technology, Finance, Risk, Front Office and other Operational teams
Build and manage relationships with clients and external service providers
Understand the front to back processes within the team and the associated risks and controls
Contribute to the daily processing of the trade lifecycle across a wide range of financial products
Contribute to the production and analysis of performance metrics
Engage in the continuous improvement of the end to end operating environment
Essential competencies:
A clear motivation for the Operations division and a thirst for knowledge and understanding of the business
Problem solving and analytical skills
Capacity to learn quickly
Demonstrates integrity and ethics by earning other’s trust and respect through consistent honesty and professionalism in all interaction
Training Outcome:Upon successful completion, we offer a range of career options.Employer Description:Here at Bank of America, we’re developing innovations in emerging fields like virtual reality, artificial intelligence and machine learning. Through our cutting-edge projects and prototypes, we help all kinds of businesses to access finance more safely, rapidly and globally than ever. And, we support our people while they make the world of technology better, too.Working Hours :Monday - Friday 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
Job Description:
Our client, a global financial services firm, is seeking an experienced Investment Director - Infrastructrure Debt to join their team in London on a permanent basis. In this role you will originate and execute infrastructure debt investments, including fund raising. Extensive experience in infrastructure debt lending/investing including fund origination and execution in various sectors is essential for this role. Excellent stakeholder management skills is a must.
Essential Skills/Experience:
Strong experience of leading investment due diligence, modelling and credit assessment, including handling material post-trade waivers/consents
Experience of investment grade and/or non-investment grade Infrastructure Debt lending/investing including Fund origination and execution in various sectors
Excellent stakeholder management skills and experience dealing with varied and complex stakeholder groups across multiple geographies
Up-to-date knowledge of global Infrastructure Debt markets including the Institutional investor landscape and other drivers that effect investment decisions is essential
Extremely well organised and takes a pragmatic approach to dealing with demands on your time and managing tasks with conflicting priorities
Excellent communication skills
Core Responsibilities:
Support fundraising activities through the development of compelling client presentations and marketing collateral with particular emphasis on Direct Lending strategies
Originate and execute appropriate investment grade and non-investment grade Infrastructure Debt investments, this includes fund raising
Play a leading role in Infrastructure Debt fundraising activities and product development responding to prospective client RFPs and due diligence questionnaires, and providing input on new product strategy, Infrastructure Debt market conditions and product documentation
Collaborate with various internal teams including Product Development, Legal, Risk and Investment Teams to support the development and launch of new Direct Lending products and initiatives
Maintain and develop a strong origination network with banks, advisors, sponsors, borrowers, other investors and with banking affiliates
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: 16073
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...
We are looking for someone with Customer Service/Contact Centre experience to sit within the Contact Centre service, this service takes all front line calls across around 15 different services, so the candidate needs to be experienced in lots of telephone work, have good/excellent ICT knowledge as there is a lot of back of systems, ability to deal with difficult customers, ability to work to timescales and under pressure at times.
Responsibilities
Deal courteously and responsively with enquires or requests from service users for assistance on any question that may raise, and aim to resolve the maximum number of enquires at the first point of contact.
Respond to customer correspondence.
Process contacts recording information.
Answer incoming calls promptly and make the required connection.
Liaise with colleagues in other teams and departments to resolve customer contacts.
Where necessary liaise with service providers to fulfil a customer contact.
Maintain and enhance the commitment to customer care and quality of service standards.
Seek out answers to enquiries which have not been asked before or are of an unusual /infrequent nature.
Resolve complex service coordination issues with back office teams, service providers and partner organisations.
Assist with the implementation of new services or the development of existing ones in the Contact Centre, testing scripts and CRM processes and then piloting the resultant new enquiries and service requests, under the leadership of the Contact Centre Projects, Strategy and Performance Officer.
Duties:
Undertake the administrative and banking functions of the contact centre, including filing, scanning and photocopying.
Processing payments, including cheques and credit/debit cards, complying with the appropriate procedures.
Effective use of the relevant Contact Centre CRM systems.
Retrieval and provision of accurate data concerning services in response to customer requests.
Provide information and advice to customers based on information not available on the CRM system.
Undertake fulfilment activities to ensure services are effectively delivered post customer contact.
Effectively respond to customer correspondence in accordance with service standards responding to written customer enquiries.
Effectively control and manage calls and visits to the contact centre.
Investigate customer complaints and queries
Knowledge
Knowledge of how local Authorities operate and the services provided.
Experience of working in a customer-centred environment dealing with customer enquires.
Sound Experience of the CRM system and other ICT systems such as MS Office and Databases/ keyboard skills.
Well developed customer service and communication skills (e.g. listening and questioning)
Demonstrable organizational skills and the ability to organise and prioritise work.
Ability to take ownership of work and fulfill agreed commitments.
Ability to think about alternative ways of doing things.
Knowledge and understanding of supporting legislation and current best practice.
Abilities
Ability to speak with confidence and accuracy.
Ability to choose the right kind of vocabulary for the situation in hand.
Ability to listen to customers and understand their needs.
Ability to tailor your approach to each conversation appropriate to the customer.
Required
3 GCSE’s (including English) (or) Relevant Vocational qualification and a level of competency equivalent to NVQ level II in Customer Care.
If interested, please submit CV and call Varsha on 02036913890 between 9am to 5 pm (Mon-Fri)
....Read more...
Job Description:
We have an excellent opportunity for an Investment Research and Strategy professional to join a global asset management firm in London on an initial 12-month day rate contract.
The successful candidate will be responsible for pulling together internal and external perspectives across private markets with the aim of creating and curating thoughtful content that can be delivered across the organisation and to clients. There will also be scope for the individual to shape the strategy for the team.
Skills/Experience:
Experience in asset management or financial services.
Knowledge of Financial Markets with ability to discuss macroeconomic trends at a high level.
Private markets experience beneficial.
Strong analytical and problem-solving ability – able to grasp concepts quickly, analyse relevant information.
A high-energy, self-motivated individual who is comfortable working in a fast-paced environment as part of a lean team.
Excellent communication skills, both written and verbal.
Naturally curious and comfortable challenging the status quo.
Effective teammate, comfortable working across multiple functions, geographies and partners.
Eagerness to learn and understand all aspects of the business as well as setting and delivering on strategic and tactical objectives.
Keen attention to detail and ability to efficiently multi-task.
Core Responsibilities:
Conduct qualitative and quantitative research into investment and market trends across private markets (private equity, real estate, private credit, infrastructure).
The individual needs to enjoy building relationships with peers, internal investors and data providers, analysing data and contributing to building a narrative.
Partner with data providers on generating data driven insights around the private markets performance and the investment opportunity set.
Update regular marketing materials (e.g. Investment Research Client Narrative) and chart pack of private markets slides.
Support the team by developing talking points and custom materials for external engagements (client meetings, webcasts, conferences), and roadshows globally.
Conduct ad-hoc analysis on topical events with the aim of producing a summary of impact and perspectives (e.g. 2023 regional banking volatility).
Coordinate and support internal investment forums and meetings.
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: 16069
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...
Demonstrate and explain products features, advantages and benefits, using non-technical language
Clearly explain the product pricing structure; handling questions and working with the customer to find a suitable product for their budget and gain commitment to purchase
Deliver operational processes and tasks relating to the role and the general operating of the store, such as date checking, banking etc, in order to give right first time customer care and maximise profitability
Follow all legal and professional requirements and clinical SOP's to the required standards
Build rapport with customers and understand their needs throughout their journey; making recommendations suited to the customers vison and lifestyle need
Use the Optometrist's recommendations to build perfect product solutions for the customer, including accessories, contact lenses and additional pairs
Deliver the technical tasks in the practice by ensuring the safe supply of eyewear, such as ordering, verification, contact lens teaches, glasses collections, glasses adjustments and relevant administration
Remain calm and professional when dealing with difficult customer situations; listen and conduct the triage process to find a positive and acceptable solution for the customer. Support other colleagues in store to resolve customer complaints when required
Act as a buddy and mentor to colleagues within the team and stores, in particular support Optical Consultants - Foundation to develop their knowledge and skills
Act as a keyholder for your store if required
Build rapport with customers and understand their needs throughout their journey; making recommendations suited to the customers vison and lifestyle needs with the support of Eyewear Specialists and the wider team
Support experience colleagues to use the Optometrist?s recommendations to build perfect product solutions for the customer, including accessories, contact lenses and additional pairs
Deliver under guidance the technical tasks in the store by ensuring the safe supply of eyewear, such as ordering, glasses collections, glasses adjustments and relevant administration
Remain calm and professional when dealing with difficult customer situations; listen and conduct the triage process to find a positive and acceptable solution for the customer with the support of Optical Consultants Experienced and Dispensing
Follow all legal and professional requirements and clinical SOPs to the required standards for which you have been signed off as competent by a clinician
Actively undertake the BOOST training programme
Training:
Optical Assistant 2022 Level 3 Apprenticeship Standard
Training Outcome:The successful candidate will work towards achieving a Level 3 qualification in optical and gain experience in a busy optical practice
Upon completion of the Level 3 qualification, you will be an experienced and qualified optical assistant, and as such, you can continue building up skills that will always be in demand. Career breaks and part time working are often possible
You could go on to acquire higher level optical qualifications such as:
Ophthalmic Dispensing- Become a qualified Dispensing Optician
Contact lens Optician - fit Contact lenses
Low vision specialist - help people where traditional spectacles will not suffice. Supply low vision aids, magnifiers, advice on improving contrast and on other non Optical aids such as bump-ons
Optometry courses - carry out full eye examinations and issue prescriptions
Clinical representative - visiting practices introducing new frame ranges and Ophthalmic lenses
In-practice trainer - You could use your knowledge to train others
Other non-clinical roles:
Practice Management you could complete a management course
Practice ownership you could go into business yourself, partnership or franchise
Employer Description:Boots Opticians is one of the leading opticians in the UK with 550* practices of which around 165* operate on a franchise basis.Working Hours :Tuesday - Saturday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Patience....Read more...
This is a supportive role within the Administration team and its primary purpose is to provide general administrative assistance to the legal teams in the Huddersfield office whilst working towards a Business Administration Level 3 qualification.
The tasks and duties listed below are intended to describe the general nature and responsibilities of this role and it is anticipated that they will evolve over time. These duties are not intended to be an exhaustive list and the post holder is expected to undertake any reasonable request from a Partner, or other appropriate Manager.
MAIN RESPONSIBILITIES/DUTIES
Communicate regularly and openly with the Office Co-Ordinator to keep her updated on tasks, problems that arise, etc
Accurately scan correspondence and documentation where appropriate
Carry out photocopying and support secretaries with compiling legal documentation eg trial bundles etc
Dealing with the archiving of files and documents and providing advice and support to the other offices on archiving queries and management
Monitor printers and fax machines, replenishing with paper in a timely and routine manner
Monitor stationery levels and advise the Office Co-Ordinator or their nominated deputy as necessary, when stock levels fall
Assist with the opening post, accurately recording receipt of important documents, and ensure correct and timely distribution to the relevant lawyer/team
Act as the first point of contact for office/facilities repair issues in Huddersfield, liaising with and seeking guidance from the Office Co-Ordinator to resolve them
Ensure DX, Royal Mail post is collected/delivered to the post area and/or distributed to the relevant lawyer or department promptly;
Identify unreferenced post
Allocate and distribute inbound faxes and emails to the relevant lawyer/team/department
Answer telephone calls (internal/external) take appropriate messages; and archive completed files
Carry out the weekly fire alarm test for the office and report any issues and incidents promptly to the Office Co-Ordinator
Maintain an accurate, up-to-date list of information for the office e.g. First Aiders, Fire Marshalls, etc
Make local urgent ‘by hand’ deliveries e.g. to Court
Take the banking for the Accounts team
Provide cover for the Reception team during lunchtimes, very busy periods, and during times of holiday and sickness. This will include answering telephone calls and passing the caller on to the relevant person (for any office), greeting visitors and clients
Support the reception team with meeting room management (organising meeting room spaces, providing refreshments, ensuring stationery supplies are maintained in each room, etc)
Continuously look for ways to improve the office support/facilities services to the Huddersfield office and wider firm, suggesting ideas to the Office Co-Ordinator
Comply with the requirements of the apprenticeship programme
Training:The successful candidate will be enrolled on the Level 3 Business Administrator Standard, which is equivalent to 2 A Levels.
As a business administration apprentice, you will complete the following qualifications as part of your apprenticeship:
Level 3 Business Administrator Standard Apprenticeship
Level 2 Functional Skills maths and English if equivalents are not already achieved
You will also develop the skills, knowledge and behaviours required to work within an office environment
This apprenticeship is delivered in the workplace and 20% of your working time will be dedicated towards training and learning new skills
You will be allocated a tutor who will provide you with personal support and assessment at pre-arranged times
Assessment is through a variety of methods including observations in the workplace, witness testimonies, product evidence and professional discussions
All evidence will be logged to your electronic portfolio
Training Outcome:
Great prospects for progression to a full-time position for the right candidate
Employer Description:As a leading law firm, we handle a wide variety of interesting work that’s often high value and complex, giving you a prime opportunity to develop your career. We focus on providing exceptional service for clients and have a supportive, collaborative culture to ensure each member of staff plays a crucial part in this. Everyone is valued highly here. With over 150 staff, many of our lawyers are specialists in complex fields or have considerable experience in high-profile and national cases. We have offices in Leeds, Bradford and Huddersfield.
We want you to excel so you can achieve your career ambitions and we can provide the very best service possible. Whatever your role, we encourage you to develop your skills and offer suitable training to help you fulfil your potential.
Every employee has an important role in our success, and we’re interested to hear what you can contribute and what you’d like to achieve with us.Working Hours :Monday to Friday - office hours to be discussed at interview.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Logical,Team working,Initiative,Non judgemental,Patience....Read more...
Finance Director – Borehamwood, HertfordshireLocation: Westgate Healthcare Head Office, Unit 3, Devonshire Business Park, Chester Road, Borehamwood, WD6 1NASalary: CompetitiveHours: 37.5 hours per weekShifts: 9:00am to 5:00pm, Monday to Friday Job type: PermanentAnnual leave: 25 days, plus bank holidaysWestgate Healthcare is an award-winning, family-run care home operator. We have 9 care homes across London, Essex, Herts and Bucks and we are growing with 2 further developments in the pipeline. In addition to the care homes, the company also owns a Holiday inn.The Finance Director should be qualified (ACA/ACCA/CIMA or equivalent), competent and experienced to manage the finances of Westgate Healthcare Group Ltd, including all subsidiaries and associated companies. They will be expected to take responsibility for the finance related functions of the business, liaise and provide timely information as required to internal and external bodies, take a service led approach to work to ensure that finance maintains a high reputation with clients, and take the initiative to work with the Directors to improve and grow the business, such as through monitoring of KPI’s, cost rationalisation and operational improvements and innovations.In their role, the Finance Director will take responsibility for the finance team, comprising staff dealing with management accounts, credit control, sales ledger, purchase ledger and payroll. They should lead the team and supervise and appraise each member, encouraging and assisting them to excel in the work place. The Finance Director will also be expected to liaise with the company’s care homes and hotel, assisting them and guiding them in dealing with financial affairs, such as fee negotiations, staff costing, purchase invoices and finance management on site.About the role:
Take charge of all finance functions for Westgate Healthcare and its subsidiaries, in conjunction with support from the finance team, and report to the Board of DirectorsEstablish and monitor the implementation and maintenance of accounting control procedures in compliance with accepted policies and proceduresPrepare and review financial reporting on all subsidiaries, inter-company account reconciliations and consolidation of all company accounts to produce group level financial accountsPreparation of monthly, quarterly and annual management accounts and associated reports for each subsidiary company and the overall group, ensuring that internal and external deadlines are metCash flow forecasting, analysis and managementOversee and manage sales ledger and credit control. Liaise with the home managers and relevant LA and CCG’s to resolve bad debtsOversee and manage payroll and contact with HMRCOversee and manage purchase ledger department and invoice controlPreparation of statutory accounts and audit files, and liaise with external auditorsLiaise, in conjunction with CEO and Directors, with banks regarding loans, credit facilities, banking facilities, and associated covenants and KPI’s and future debt funding.Preparation and presentation of information required by banks, such as KPI’s, monthly fee and occupancy reports and quarterly financial and budget reportsVariance analysis of cost centres and margin analysis. Suggest and lead improvements resulting from thisProducing and monitoring annual budgets and company forecastsAssist homes in setting up and negotiating contracts with private clients, local councils, and NHSWork with Directors to negotiate with key suppliers, setting up home and group wide preferred supplier lists including insurance and utilities contracts.Set up new systems and procedures to enhance efficiency, such as making use of technology in this respectUse initiative to suggest improvements to the operations of the business and identify opportunities Hold regular business reviews with care home management on-site and also liaise with staff at the quarterly manager meetings held at Head OfficeDevelop and implement improvements on the finance side in conjunction with the CEO, such as securing bank loans and refinancing and improving policies and procedures
About you:
The right to live and work in the UKQualified Accountant (ACA/ACCA/CIMA or equivalent) with significant post qualification relevant experienceSignificant experience in the finance field, preferably in the care home industry, overseeing standard finance functionsSolid experience of finance related IT systems, e.g. Sage, XERO as well as basic Microsoft programs, with advanced excel skillsAdept in developing and mentoring a team to a high achieving standard whilst promoting a positive and collaborative working environmentStrong reporting skills and proven ability to deliver under tight deadlines and balance multiple objectivesStrong commercial acumen and be highly motivatedGood presentation skills, flexibility in approach and attitude, good leadership skills and attention to detail
Come and make a difference with the team at Westgate Healthcare! #CareWithUsAtWestgateWe reserve the right to close this vacancy once we receive suitable applications, therefore, an early submission is encouraged. Due to a high volume of applications, if you do not hear from us within 5 working days, please assume that your application has been unsuccessful.Westgate Healthcare is an equal opportunities employer, and we welcome applications from all suitably qualified candidates regardless of their race, sex, disability, religion/belief, sexual orientation or age.WGHROB....Read more...
