An excellent opportunity has arisen for a Practice Administrator to join a well-established accountancy firm providing tailored tax and accounting services for businesses, self-employed professionals, and individuals with particular expertise in cloud-based solutions.
As a Practice Administrator, you will be providing day-to-day administrative support across the practice, ensuring smooth operations and assisting senior staff.
This is a part-time role based in South East London (SE), offering a pro-rata salary of £25,000 - £28,000, plus benefits, with working hours Monday to Friday, 9:30 am to 3:30 pm.
You will be responsible for:
* Acting as a first point of contact with clients via telephone, email, and in person.
* Supporting the onboarding process for new clients and handling incoming and outgoing post.
* Assisting with monitoring deadlines and compliance requirements.
* Liaising with HMRC and Companies House on administrative matters.
* Managing invoicing and chasing outstanding payments.
* Overseeing compliance documentation, including anti-money laundering requirements.
* Providing PA support to the Director, including diary management and monitoring emails.
What we are looking for
* Previously worked as a Practice Administrator, Administrative Assistant, Office Administrator, Admin Assistant, Practice Coordinator, Client Services Administrator, Client Administrator, Business Support Administrator or in a similar role.
* Experience within an accountancy practice, legal firm, financial Services or other professional services companies.
* Have 3 years of experience in office environment
* Willingness to learn and undertake training for new responsibilities.
* Professional yet approachable manner.
* Ability to manage workload effectively in a part-time capacity.
What's on offer
* Competitive salary
* Casual dress environment.
* Company pension scheme.
* A supportive and friendly workplace culture.
This is a fantastic opportunity to join a thriving organisation and play a key role in their continued success.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
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Responsibilities include:
Recording facilities on our banking system
Documenting Facility Letters, including Regulated Mortgage Contracts
Liaising with legal and valuation partners
Maintaining a clear audit trail of relevant documents.
Draw-down of facilities
Ensuring annual relationship management and insurance reviews are conducted
Confirming that loans have been repaid in full prior to release of security
Providing assurance to management that controls are being operated in order to mitigate risks
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
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:
There are opportunties for progression within the business
Employer Description:At Butterfield, we provide financial services with a personal touch. We focus on results, value relationships, and celebrate success.
Our team of financial services professionals comprises more than 1,300 employees in ten countries, working in progressive and rewarding roles across dozens of departments. Our team’s experience is enhanced by robust learning and development programmes, comprehensive benefits programmes, and preferred rates on various proprietary financial services.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Number skills,Team working,Initiative,Non judgemental....Read more...
Prepare meeting notes and produce professional documents (e.g., reports, internal communications) Paragon Skills
Organise internal events or team briefings and coordinate scheduling logistics Paragon Skills
Set up and maintain efficient filing systems -both paper and digital -for client, finance, and HR records Paragon Skills
Use and manage software packages (such as Microsoft Office, CRM systems, or HR platforms) for administrative and data-entry tasks Paragon Skills
Monitor operational risks and assist in administrating budgets or financial tracking (expense logging, invoice handling, etc.) Paragon Skills
Support HR and recruitment activities—coordinating interviews, tracking candidates, preparing onboarding documentation (recruitment and client-facing responsibilities)
Serve as a client-facing point of contact - responding to inquiries via phone or email, and liaising with carers, families, or stakeholders
Assist in coordination with the Office Manager, Organisational Director, and Financial Director - helping to align administrative workflows across teams
Contribute to day-to-day office operations -handling incoming mail, supplies, appointments, and general office support
Learn and apply key business skills: communication, organisation, planning, decision-making, document production, and project coordination
Training:
Business Administrator Level 3 Apprenticeship Standard
Training Outcome:
Business Administrator – after completing the apprenticeship, take on more responsibility for admin, HR, and finance tasks
HR & Recruitment Coordinator – specialising in staff recruitment, onboarding, and compliance
Care Coordinator / Scheduler – managing rotas, matching carers to clients, and liaising with families
Office Manager – overseeing administrative staff and ensuring smooth day-to-day operations
Employer Description:CAS Care Solutions Ltd. was founded in 2020 and we are a domiciliary Care company based in New Milton.
We CAS Care Solutions, offer a range of services for anyone no matter their age.
We are licensed to care for both Adult & children.
Our services may differ from Complex Care (peg feeding, ventilation etc), palliative care, Learning Disability support, Physical disability support, and even just domestic services such as cleaning, cooking, companionship, personal care so on and so forth.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Logical,Team working,Non judgemental....Read more...
Key Duties and Responsibilities to develop:
Provide administrative support to the Practice
Assist the letter of authority process
Learning the requirements of pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM
Process applications accurately and record the required management information
Progress applications with product providers, advisers, clients, and other third parties to ensure that each case is completed in a timely manner
Answering incoming telephone calls, dealing confidently and effectively with clients, product providers and third parties with professional and effective communication skills
Meeting and greeting clients and visitors to the Practice
Liaison with SJP Admin Centres, providing information required to complete transactions within specific timescales
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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and could lead on to progression to study in other areas.
To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:This apprenticeship offers a route for a career within the company and the wider Financial Services sector. This could lead to a variety of roles depending on the skills and ambitions of the individual.Employer Description:At Eccles Greenwood Financial Planning we firmly believe it is vital to build and maintain close long-term relationships. Not only does this enable a perfectly tailored approach to financial planning, it also ensures that we are able to assist clients with changes in their financial and personal circumstances and also with changes in legislation. We have a long history in the financial services industry, helping guide and advise clients on the most suitable solutions to their goals. We specialise in a wide range of financial needs, from retirement planning, investment planning, tax and estate Planning and protection to corporate financial planning.Working Hours :Monday to Friday between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Team working,Initiative,Positive attitude....Read more...
Take responsibility for the smooth processing and tracking of administrative tasks
Ensure accurate updating of CRM system
Prepare and process new business submissions, confidently using different processes and monitoring through to completion
Issue Letters of Authority and check information received
Complete ID checks
Prepare and issue client review packs
Use full range of available software, including but not limited to Microsoft Office, Professional Adviser, BAT
Respond to client enquiries in a timely manner
Keep up to date with changes that affect your role and adapt processes and procedures accordingly
Interact and work closely with the rest of the support team to ensure a consistent approach
Liaise with Clients, IFAs, Professional Intermediaries and Providers
Be fully prepared to undertake any project work or ad hoc tasks required, taking ownership of the end-to-end process and outcomes
Training:
Financial Services Administrator Level 3 Apprenticeship Standard
Training Outcome:
We actively promote talent internally and encourage employees to build a career with us
Full support available to progress with relevant financial services qualifications
Employer Description:Adanac Financial Services was established in 2002. Its foundations are built on demand for a firm that understands and specialises in the needs of solicitors, accountants and and their clients as well as providing high quality and bespoke independent financial advice to our private and business clients.
We provide a comprehensive range of advice across Pensions, Investments, Protection and Tax planning.
Promoting a friendly culture based around working together to achieve the best results. Along with promoting talent internally we actively encourage employees to build a career with us.Working Hours :Monday - Friday, 09:00 - 17:00, 1 hour lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Initiative....Read more...
An opportunity has arisen for an experienced Accounts Assistant Manager to join a well-established family-run business providing haulage, plant hire, and waste services across Kent and the South East.
As an Accounts Assistant Manager, you will beproviding day-to-day support to the Accounts Manager across a range of financial tasks in a fast-paced office environment. This full-time role offers salary range of £31,200 - £35,360.
You will be responsible for:
? Managing purchase and sales ledgers.
? Carrying out credit control procedures.
? Processing payroll (preferably using IRIS software).
? Performing regular bank reconciliations.
? Preparing VAT and CIS returns.
? Assisting with the production of monthly accounts.
? Maintaining accurate records and supporting general administration tasks.
What we are looking for:
? Previously worked as an Accounts Assistant Manager, Assistant Accounts Manager, Accounts Administrator, Accounts Assistant, Finance Assistant, Bookkeeper,Payroll Administrator, Payroll Assistant or in a similar role.
? At least 5 years of experience in bookkeeping.
? Background in payroll processes and software (IRIS preferred).
? Hands-on experience with Sage Accounts Professional
? AAT Level 2 (or equivalent) qualification or higher.
? Confident with VAT and CIS return preparation.
? Skilled in Microsoft Office (Excel, Word and Outlook).
Shift:
? Monday - Friday: 8:00am - 4:30pm
What's on offer:
? Competitive salary
? On-site parking
? Casual dress policy
? Supportive working environment
This is a fantastic opportunity for an Accounts Assistant Manager to join a thriving business in a stable, long-term role with real responsibility.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text messa....Read more...
Working from the Suffolk based office, you will support the mortgage advisers in all aspects of administration including:
Data inputting
Processing lender applications for clients
Dealing with solicitors, estate agents and insurance 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:
Following succesful completion of the apprenticeship a permanent post within the firm will be available
Employer Description:Jubilee Finance is an award winning specialist mortgage advsiery firm. At Jubilee Finance we all come to work because we love what we do, and we enjoy working as part of a close-knit team. Our philosophy is to be approachable and friendly whilst offering a professional, efficient, and bespoke service tailored specifically to your individual needs.Working Hours :Monday - Friday, 08:30 - 16:30Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative....Read more...
Assisting the Business Development Team with Intermediary relationships and answering queries (phone, email, website) relating to new business enquires or current mortgage applications
Working with our Mortgage Administration Team to ensure existing lending cases are efficiently processed to ensure they have all the relevant information for underwriters to make their decisions
General administration duties to support our Underwriters including assisting with mortgage offer conditions, ensuring they are fulfilled for completion
Manage the incoming and outgoing post
Responsible for stationery stock control
Assist with updating company documents
Organise internal meetings - diary management
Support with Social Media management
Supporting and assisting other teams when resource is required
Training:
You will be studying a Level 3 Business Administrator apprenticeship standard over an 18-month period
This is a fully work-based programme - you will get allocated time to complete your apprenticeship work and also receive regular meetings with your training provider
Training Outcome:Further progression within the organisation upon completion of apprenticeship for the right candidate.Employer Description:Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.Working Hours :Monday - Friday 9.00am - 5.00pmSkills: Administrative skills,Analytical skills,Attention to detail,Communication skills,Customer care skills,Initiative,IT skills,Organisation skills,Problem solving skills,Team working....Read more...
Producing and recording various documents, including emails, letters and payments.
Communicating with customers in face-to-face, telephone and written interactions.
Working well with colleagues inside the business and across teams.Training:Business Administrator Apprenticeship L3 including Functional Skills in Maths and English if requiredTraining Outcome:Excellent progression opportunities through wider HR team and the business as a wholeEmployer Description:We're NEC Software Solutions (part of global tech giant NEC Corporation).
We work with governments, hospitals, police forces, housing providers, local authorities and more. We help them pay financial support faster, speed up treatments for patients and respond to emergencies in the right way.
The more we do, the more our customers can do for others. And together, we make a world of difference. Working Hours :Monday - Friday 9:00 - 5:30Skills: Team Working,Organisation Skills....Read more...
Up to £30,000 + Great BenefitsAn exciting and varied new entry-level position is now available for a proactive, detail-oriented graduate-calibre individual to support our client’s team in the smooth running of day-to-day business processes. This role is perfect for an ambitious individual looking to build a career in financial services within a professional, client-focused environment. Our client specialises in providing strategic financial planning for private clients, trustees, and corporate businesses. As such, the role demands a high degree of professionalism, confidentiality, and exceptional client care.The successful Practice Administrator will provide efficient and effective administrative support to the financial advisory team, enabling them to focus on delivering high-quality client service. This includes handling client-related documentation, maintaining accurate records, managing schedules and appointments, ensuring compliance with financial regulations, and contributing to the overall operational excellence of the firm.Key Responsibilities
Manage and update client records, ensuring accuracy and confidentiality.
Maintain and organise office files both physical and digital to ensure easy retrieval.
Prepare meeting packs, including reports and supporting documentation, ahead of client meetings.
Creating client letters/documents following meetings with advisers.
Handle correspondence with clients, product providers, and other stakeholders.
Support advisers with system navigation, including CRM tools, back-office software, and provider portals.
Collaborate with paraplanners, advisers, and executive assistants to ensure smooth workflows.
Manage incoming and outgoing mail, phone calls, and emails.
Scan, upload, and categorise incoming client documents and correspondence into the firm’s systems.
Monitor and follow up on outstanding client actions, such as signed agreements or additional documentation.
Support with company social media pages e.g. Linkedin, Facebook and Instagram.
Arrange and confirm client appointments, meetings, and reviews for advisers.
Step in to assist advisers with basic paraplanning tasks, such as drafting templates or updating client financial summaries.
Ad hoc administrative tasks as directed by the Operations Manager.
Skills & Experience
Basic level of administrative experience.
A desire to build a career within the financial industry background.
Able to manage multiple tasks efficiently.
Ability to prioritise with attention to detail and the ability to problem solve.
Proficiency in Microsoft Office (Word, Outlook, Excel and Powerpoint).
Fast learner – ability to learn how to use new systems and processes.
Discretion – ability to handle sensitive and confidential information with professionalism and integrity.
Time management – aptitude to manage schedules, meeting deadlines and maintaining productivity under pressure.
Strong communication skills and eagerness to develop professionally.
A positive mindset and ability to thrive in a fast-paced environment.
This is the ideal opportunity for a professional, task-focused individual to join a dynamic, highly ambitious team with an impressive list of HNWI and celebrity clients. Genuine career development opportunities exist for the right candidate alongside full training, a highly attractive salary, and an attractive benefits package, including 25 days holiday, and breakfast and lunch provided daily. Apply now!....Read more...
As an Accounts/Finance Assistant apprentice, you will play a key role in supporting the finance team with day-to-day financial operations. Your tasks may include:
Processing and recording financial transactions, such as invoices, purchase orders, and receipts
Assisting with bank reconciliations and ensuring records are accurate and up to date
Supporting the preparation of monthly financial reports and spreadsheets
Managing and maintaining organised financial filing systems, both digital and paper-based
Communicating with suppliers and customers to resolve invoice or payment queries
Assisting with VAT returns and other regulatory compliance tasks under supervision
Inputting data into accounting software and updating internal financial systems
Supporting the wider finance team with ad hoc administrative tasks as required
This role offers a great opportunity to gain hands-on experience while developing essential skills in a busy finance environment.Training:The apprentice will receive a combination of on-the-job training and structured learning to support their development. Training will be delivered both in the workplace and through a recognised training provider.
Off-the-job training will take place either remotely or at On Course South West.
The remaining time will be spent working within the finance team, applying skills in a real business environment
The apprentice will follow a structured training plan covering key topics such as bookkeeping, financial documentation, and use of accounting software
Regular reviews will take place between the employer, apprentice, and OCSW to ensure progress and support is aligned
This blended approach ensures the apprentice gains both practical experience and theoretical knowledge to successfully complete the Level 2 AAT qualification.Training Outcome:Upon successful completion of the Accounts/Finance Assistant apprenticeship, the apprentice may progress to the Level 3 AAT Advanced Diploma in Accounting, further developing their skills and knowledge.
With continued study and experience, there are opportunities to pursue roles such as:
Assistant Accountant
Finance Officer
Payroll Administrator
Bookkeeper
In the longer term, apprentices can work towards full AAT membership (MAAT) or continue onto chartered accountancy qualifications such as ACCA, CIMA, or ICAEW, opening doors to senior finance positions such as Management Accountant or Finance Manager.
This apprenticeship provides a strong foundation for a successful career in accountancy and finance.Employer Description:On Course South West is a well-established training provider dedicated to delivering high-quality education and skills development across Plymouth and the surrounding areas. With a strong focus on adult education, apprenticeships, and community learning, the organisation works closely with local employers to support workforce development and individual career progression.
Known for its supportive and inclusive learning environment, On Course South West offers a wide range of programmes tailored to meet the needs of learners and businesses alike. The team is committed to helping apprentices gain the skills, knowledge, and confidence needed to succeed in their chosen career paths.Working Hours :Monday to Friday, between the hours of 8:30am and 5:30pm (to be discussed at interview).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...
Main Roles and Responsibilities:
Organising and booking in customer vehicles for servicing, MOT and maintenance
Communicating with customers, suppliers and other departments in the company
Stock control and invoicing customers
Processing vehicle recovery jobs
General administrative tasks to ensure the efficient workflow and running of the office
Ensuring that the compliance and legal requirements of the company are reviewed regularly
Office routine efficiency improvement
Potential financial management
Training:The learner will be studying the Business Administration Level 3 Apprenticeship Standard qualification.Training Outcome:There would be an opportunity to become an Office Administrator, Purchase Ledger and Sales Ledger Clerk, and Office Manager.Employer Description:Administration services for companies on site including motor vehicle servicing and maintenance, vehicle recovery, rental properties and farming.Working Hours :Monday, Tuesday, Thursday 2pm - 5pm Wednesday & Friday 9am - 5pm.Skills: IT skills,Communication skills,Attention to detail,Organisation skills,Problem solving skills,Administrative skills,Team working....Read more...
Assist in preparing agendas, minutes, and documentation for council meetings and committees
Support the management of correspondence, including emails, letters, and public enquiries
Maintain accurate records, registers, and filing systems in line with statutory requirements
Help update the council website and social media channels with news, events, and notices
Support financial administration tasks such as invoice processing and budget tracking
Assist with organising community events, consultations, and public notices
Liaise with councillors, residents, contractors, and external bodies professionally
Ensure compliance with data protection, transparency, and local government regulations
Contribute to the development of local projects and initiatives that benefit the community
Receive mentoring and supervision from the Parish Clerk and experienced staff
Attend relevant training sessions, webinars, and council briefings
Build a portfolio of evidence demonstrating your competencies and contributions
Work towards Introduction to Local Council Administration Certificate, Financial Introduction to Local Council Administration
Gain insight into local government operations, governance, and civic responsibility
Training:
Work towards the Level 3 Business Administrator Apprenticeship Standard
All training to be delivered on site
Training Outcome:
Upon successful completion of the apprenticeship, you may be considered for a permanent role within the Parish Council as Assistant Parish Clerk
Employer Description:East Bedlington Parish Council consists of the electoral wards of Sleekburn and East Bedlington. We serve the communities of Bedlington Station, East Sleekburn East, East Sleekburn Village, Cambois and North Blyth.
Working Hours :Shifts to be confirmed, including occasional evening meetingsSkills: Administrative skills,Attention to Detail,Communication Skills,Customer Service Skills,IT Skills,Organisation skills,Team Work....Read more...
An opportunity has arisen for an experienced Accounts Assistant Manager to join a well-established family-run business providing haulage, plant hire, and waste services across Kent and the South East.
As an Accounts Assistant Manager, you will beproviding day-to-day support to the Accounts Manager across a range of financial tasks in a fast-paced office environment. This full-time role offers salary range of £31,200 - £35,360.
You will be responsible for:
* Managing purchase and sales ledgers.
* Carrying out credit control procedures.
* Processing payroll (preferably using IRIS software).
* Performing regular bank reconciliations.
* Preparing VAT and CIS returns.
* Assisting with the production of monthly accounts.
* Maintaining accurate records and supporting general administration tasks.
What we are looking for:
* Previously worked as an Accounts Assistant Manager, Assistant Accounts Manager, Accounts Administrator, Accounts Assistant, Finance Assistant, Bookkeeper,Payroll Administrator, Payroll Assistant or in a similar role.
* At least 5 years of experience in bookkeeping.
* Background in payroll processes and software (IRIS preferred).
* Hands-on experience with Sage Accounts Professional
* AAT Level 2 (or equivalent) qualification or higher.
* Confident with VAT and CIS return preparation.
* Skilled in Microsoft Office (Excel, Word and Outlook).
Shift:
* Monday - Friday: 8:00am - 4:30pm
What's on offer:
* Competitive salary
* On-site parking
* Casual dress policy
* Supportive working environment
This is a fantastic opportunity for an Accounts Assistant Manager to join a thriving business in a stable, long-term role with real responsibility.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either by email, phone or text message. For more information see our Privacy Policy on our website. It is important you are aware of your individual rights and the provisions the company has put in place to protect your data. If you would like further information on the policy or GDPR please contact us.
Additional Resources Ltd is an Employment Business and an Employment Agency as defined within The Conduct of Employment Agencies & Employment Businesses Regulations 2003.
....Read more...
Duties will include:Handle client inquiries via phone and email.Manage appointment scheduling and diaries.Maintain digital and physical documents.Assist with data entry and record keeping.Coordinate office supplies and equipment.Support marketing efforts for property listings.Assist in financial transactions and invoicing.Liaise with Birmingham City Council and handle paperwork.Ensure compliance with industry regulations.Collaborate with team members across departments.Training:Teaching and learning the skills, knowledge and behaviours within Business Administration, working towards a Level 3 Business Administrator apprenticeship standard.Training Outcome:This employer will offer long term training and career development to the right candidate on successful completionEmployer Description:With over 100 years experienced through our staff members, we’re able to get you the best of the best in the local Birmingham area, because that’s what we know. We work with landlords, buyers, tenants and students alike as well as providing full property management services to keep your property in top condition, as well as producing happy tenants.Working Hours :9a.m to 5p.m Monday to Friday, Every Other SaturdaySkills: Administrative skills,Attention to detail,IT skills,Organisation skills,Team working....Read more...
The main duties for the Trainee Compliance Administrator apprentice are to learn and assist the Compliance team with the following:
Day-to-day compliance monitoring and data input to produce Key Performance Indicators
Ensure that policies, procedures and standards are implemented within the office; assist in the delivery of training as required
Develop and maintain strong relationships with all employees and provide appropriate advice on compliance matters; refer issues to line management
Monitor changes to U.K. legislation and rules affecting the firm's business and advise management and staff of the implications of these changes
Recommend improvements where appropriate and ensure that compliance manual and policies and procedures are kept up-to-date in light of developing legislation
Coordinate and participate in any regulatory examinations as needed
Assist and undertake compliance monitoring, audits and risk assessments
Assist the Compliance Team in maintaining Compliance policies and procedures
Assist in Compliance training for new starters, starter packs HR documentation
Maintain records of all compliance record keeping
Assist in the preparation of regulatory reporting returns within set timeframes
Assist in preparation of the risk monitoring reports
Training:
Compliance and Risk Officer Level 3 Apprenticeship Standard
Training Outcome:
This may lead to a permanent position with employer and future progression
Employer Description:Bower is more than one of the most established and recognised independent companies in the equity release advice space.
With advisers based all over the UK, we’re a dynamic group of financial experts who thoroughly understand the market, the economy and the latest regulations – and, most importantly, we know how to use this knowledge and expertise to help you get to where you want to be.
Each of our expert advisers work tirelessly to make sure you receive the highest quality financial guidance and support – without any pressure to proceed. In fact, we would rather advise you not to go ahead than provide you with the wrong product or service.
We want to make sure you always feel in control of the decisions you’re making, and the financial path you’re forging for yourselves and your families. We want you to feel unwaveringly confident in your choices, regardless of whether the right route includes an equity plan or another more suitable home finance product. We’ll be with you every step of the way to discuss your options on your terms, at your preferred pace, in a way that makes you feel comfortable, reassured, and heard. Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Attention to detail,Organisation skills,Administrative skills....Read more...
Job Description:
Are you an investment operations professional with experience in asset servicing? We have a fantastic opportunity for a Senior Administrator / Associate (Asset Servicing) to join the team at a leading financial services firm in Glasgow. In this role, the successful candidate will be responsible for the production cycle of the team, supporting complex and routine operational activities to ensure client service delivery and commitments are met.
Skills/Experience:
Professional qualification (or equivalent level of expertise in relevant technical area)
Strong working knowledge of policies/procedures and regulations within client delivery and company side
Corporate Action/Income experience
Strong risk management awareness
Involvement in or lead on change initiatives with ability to adapt to an ever-changing environment
Strong client service skills with good written and oral English skills to allow concise explanations on technical issues where applicable
Familiarity with financial markets
Accounting Practices (desirable)
Ability to coach and support colleagues in development (desirable)
Computer literacy with ability to use enhanced, specialist applications (desirable)
Core Responsibilities:
To ensure a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate
Ensure the service level provided by the team adheres to the firm’s client service delivery agreements
Ensure adherence to core standard operating models through the application of existing policies and procedures
Take responsibility for ensuring procedures are reviewed and updated on a regular basis, passing to senior colleagues for review
Ensure high processing accuracy levels both personally and through oversight of the team administrator’s work, identifying errors and working to address
Build strong, professional relationships with clients and be an ambassador for the company
Develop internal stakeholder relationships with the wider team as well as general business support, co-ordinating activities to ensure smooth delivery of operational processes in accordance with agreed processes and procedures
Support external counterparty relationships, providing feedback for performance reviews e.g. brokers and custodians
Ownership of allocating daily workload within the team, providing supervision and technical support to the team administrators
Proactive generation of ideas for improvements to systems and processes in support of client requirements and company’s strategic objectives
Involvement in the design and implementation of resilient processes and systems to support new/changes to business products including mandatory changes to market/governance and regulations
Ensure adherence to the risk and control framework, including team and departmental procedures, managing risk effectively and efficiently within the team
Ensure an effective and robust governance structure is in place for the team
Support business contingency plans as required
Ensure adequate internal controls are in place and correctly followed to mitigate operational risk
Ensure that internal and external audit/compliance/risk requirements are met
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: 16167
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...
Contract Administrator Location: Kings CrossSalary: £23,000 – £28,000 per annum + BenefitsSector: Facilities Management Our client, a leading Facilities Management service provider, is seeking an organised and proactive Contract Support professional to join their team in the City of London. This is an excellent opportunity for someone with strong administrative and coordination skills to develop their career within a well-established and growing organisation. The Role: As a Contract Support, you will play a vital role in supporting the day-to-day management of facilities contracts, ensuring smooth operations, compliance, and exceptional service delivery. You’ll work closely with contract managers, engineers, and clients to provide administrative, financial, and operational support. Key Responsibilities:Provide day-to-day administrative support to the contract management team.Raise purchase orders, process invoices, and assist with financial reporting.Liaise with clients and suppliers to coordinate works and resolve queries.Maintain accurate records and contract documentation.Assist with compliance tasks, including updating statutory and H&S records.Support the mobilisation of new contracts and service improvements.Prepare reports, presentations, and general correspondence when required.Candidate Profile:Previous experience in a contract support, facilities administration, or similar role.Strong organisational and time management skills with the ability to prioritise effectively.Confident communicator with excellent written and verbal skills.Good numerical and IT skills, proficient in Microsoft Office (Excel essential).Proactive, adaptable, and able to work independently as well as part of a team.Experience within facilities management or a service-led industry is desirable.What’s on Offer:Competitive salary of £23,000 – £28,000 depending on experience.Opportunity to work with a respected FM service provider.Professional development and career progression opportunities.Supportive team environment within a prestigious City of London location.If you are a motivated individual with a keen eye for detail and a passion for delivering excellent support, we would love to hear from you. If you are interested, please send you CV to stacey@cbwstaffingsolutions.com ....Read more...
An opportunity has arisen for an experienced Assistant Accountant / Bookkeeper to join a well-established family-run business providing haulage, plant hire, and waste services across Kent and the South East.
As an Assistant Accountant / Bookkeeper, you will beproviding day-to-day support to the Accounts Manager across a range of financial tasks in a fast-paced office environment. This full-time role offers salary range of £31,000 - £35,300.
You will be responsible for:
? Managing purchase and sales ledgers.
? Carrying out credit control procedures.
? Processing payroll (preferably using IRIS software).
? Performing regular bank reconciliations.
? Preparing VAT and CIS returns.
? Assisting with the production of monthly accounts.
? Maintaining accurate records and supporting general administration tasks.
What we are looking for:
? Previously worked as an Accounts Assistant, Bookkeeper, Finance Assistant, Assistant Accountant, Accounts Administrator, Junior Accountant, Accounting Assistant, Accounts Assistant Manager, Assistant Accounts Manager or in a similar role.
? At least 5 years of experience in bookkeeping.
? Background in payroll processes and software (IRIS preferred).
? Hands-on experience with Sage Accounts Professional
? AAT Level 2 (or equivalent) qualification or higher.
? Confident with VAT and CIS return preparation.
? Skilled in Microsoft Office (Excel, Word and Outlook).
Shift:
? Monday - Friday: 8:00am - 4:30pm
What's on offer:
? Competitive salary
? On-site parking
? Casual dress policy
? Supportive working environment
This is a fantastic opportunity for an Accounts Assistant to join a thriving business in a stable, long-term role with real responsibility.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional Resources will be acting in your best interest and may contact you in relation to the role, either b....Read more...
Job Description:
Our client, a reputable financial services firm, is looking for a seasoned Senior Administrator - Client Accountant - Private Client to join their team in Edinburgh.
The successful candidate will carry out assigned tasks effectively and to a high standard, ensuring the team meets service delivery deadlines.
Essential Skills/Experience:
Part Qualified accountant or equivalent.
Fund accounting experience.
Strong bookkeeping skills.
Good IT skills - working knowledge of Excel is essential.
Strong analytical skills.
Very good attention to detail.
Good numeracy
Core Responsibilities:
Manual entry bookkeeping transactions from client bank/portfolio statements and review of automated bookkeeping for bank/portfolio accounts with a transactional data feed into the client ledger.
Raise and resolve any queries on a timely basis and liaise with other team members or the client to ensure timely resolution of matters arising within the required deadlines.
Maintenance of accurate information in key systems, this could include bank statements, transactions, bookkeeping, preparing the financials and pack or accounting records for a portfolio of clients.
Actively participate in calls/meetings with the client to discuss matters arising and the tracking of work against deliverable schedule.
Responsible for work on more complex entities/areas.
Preparation of information for the client, which may include portfolio information, bookkeeping, Trial Balances or financial statements and/or liquidation account.
Adhere to core values and expected behaviours.
Provide support to junior team members and the team Manager as and when required.
Any other duties as deemed necessary by Management.
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: 16049
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...
You’ll be working closely with different areas of the business, developing a strong foundation in administrative processes while contributing to the smooth running of day-to-day operations.
This role is ideal for someone looking to build a career in business administration within a supportive and dynamic environment. The successful candidate will gain hands-on experience across office management, purchasing and basic bookkeeping.
An aptitude for numbers and a willingness to take initiative will be key to thriving in this role.
Responsbilities will include:
Work closely with technical teams to understand operational needs and ensure smooth coordination
Assisting with daily operational tasks to keep the business running smoothly
Assisting with workplace management (i.e. cleanliness and organisation of physical office space, ordering supplies, etc)
Assisting with processing invoices using Xero and AutotaskEnsure timely payment of supplier bills and customer invoices
Maintain up-to-date customer contracts, asset management and Microsoft subscriptions
Respond to customer and supplier queries via phone and email, ensuring professional and timely service
Help with order processing and delivery support
Assist with financial forecasting and maintenance of finance spreadsheet
Assist with monthly reporting for team and management meetings
Draft new and keep existing internal documentation and processes relevant and up to draft
Perform regular bank reconciliations to ensure the accuracy of financial records
Submit quarterly VAT returns directly through Xero
Training:To meet the requirements of the Level 3 Business Administrator Apprenticeship programme, you will need to spend 6 hours a week of your time undertaking off-the-job learning, which will include:
Formal training, including online learning and internal learning events
1-2-1s with your coach and line manager
Observing and shadowing colleagues
Writing up learning reflections for your portfolio
Training Outcome:
Full-time employment
Employer Description:Evolve is an established Managed Service Provider based in Kingston-upon-Thames, proudly supporting a diverse customer base across the UK and internationally. With a strong foundation built on years of experience, they are trusted by SMEs in sectors such as Renewable Energy, Property, Professional Services, Finance, and Charity.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Number skills,Team working,Initiative,Microsoft 365 Suite....Read more...
The key tasks of the Administrator include:
The updating of client records from fact finds and meeting notes
Liaise with product providers, extracting and analysing details of existing pensions and investments to be transferred
Completing new business applications – to include preparation of illustrations and forms
Administering the withdrawal of funds
Completing fund switches/buys
Completing the administration of existing plans
Providing client valuations and review letters
Completing Cashflow Modelling
Completing fund and product research
Administering the risk profiling of clients
Completing suitability report preparation
Liaising with introducers, production of reports and ad hoc tasks to support sister companies within the group
Key Skills:
Previous experience in administration processes would be an advantage
Knowledge of pensions, investments and tax would be an advantage
You will be articulate, a good communicator and have excellent organisational skills
The ability to work within an established team structure
The ability to prioritise your workload
Hold a good attention to detail
Solid numeracy and literacy skills essential
Training Outcome:
Funding for industry exams
Development towards Advisor role
Development towards roles in sister companies (Mortgage and Specialist lending)
Employer Description:Financial Planning – Investment and Pensions adviceWorking Hours :Monday to Friday 9:00 – 17:30 with a 60-minute lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Administrative skills,Team working,Articulate,Able to priortise,Numeracy and Literacy skills....Read more...
This role forms a key part of the team and, as such, you will be involved in the day-to-day administration of wealth management.
Your duties will include:
General Office Support - taking phone calls, enquiries, requests, greeting visitors who visit the office/offering refreshments and managing incoming mail
Client Correspondence - Drafting emails, letters and other documents for clients
Data Entry & Record Keeping - Entering data and maintaining client records on the company software system with a view to learning how to produce our client valuation/review packs
Document Management - Typing, photocopying, scanning documents
Office Supplies - Monitoring and ordering office supplies, ensuring reception area is tidy
Processing - Processing new business applications for clients and requesting illustrations from providers
Training:
As part of the apprenticeship, you will complete the Level 3 Business Administrator Apprenticeship Standard
You will receive a grade Pass or Distinction on completion
The delivery will take place in the workplace and the final exams at one of East Sussex College's campuses
The apprenticeship will be delivered fully in the workplace, and you will have assessor meetings every 4-6 weeks and workplace reviews every 10-12 weeks to monitor your progress. There will also be monthly workshops
Training Outcome:
Potential permanent full-time employment on successful completion of the apprenticeship
Employer Description:For over 35 years, Perspective has provided expert, specialised financial planning and wealth management advice to clients. The Bexhill-on-Sea office is one of Perspective’s 53 offices across the UK.Working Hours :Monday to Friday 9am-5pm. 1 hour lunch each day.Skills: Adaptability,Organisational Skills,Good communication,Confident with IT software,Experience with Word and Excel....Read more...
As a Travel and Concierge Administration Apprentice, you will support the day-to-day operations of our travel agency, assisting with bookings, client communications, and concierge services
This role provides hands-on experience in the travel industry while developing essential administrative and customer service skills
Assist in processing travel bookings, itineraries, and confirmations
Support the concierge team with researching and arranging activities, restaurant reservations, and transport
Maintain client records and update booking systems accurately
Handle customer enquiries by phone, email, or in person
Liaise with travel suppliers and partners to ensure smooth service delivery
Provide administrative support, including document preparation and filing
Learn and follow compliance, safety, and financial procedures within the travel industry
Training:
Business Administrator Level 3 Apprenticeship Standard
On the job training as well as taught sessions at New College Swindon
Training Outcome:
As a growing independent travel agency there is so much scope for career progression
There’s two main elements to the company sales and operations so theres always scope to grow within these department and be hired full time
Employer Description:At Travelnam Ltd, we believe every journey should be unforgettable. Founded by Nong Skett, and recently celebrating £1.5 million in sales and a feature in the Daily Mirror, we’re growing our close-knit, high-performing team. Backed by 450+ global travel partners through Not Just Travel and over 70 five-star client reviews, we’re passionate about designing seamless, premium travel experiences that people remember for a lifetime. For us, its not just a destination, it’s a feeling!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,Analytical skills,Logical,Team working,Initiative,Non judgemental....Read more...
The tasks that the apprentice will be dealing with include, but won’t be limited to:
Maintain accurate property records and contribute to asset management
Handle enquiries from tenants and other officers by telephone or email regarding boundary disputes, invoices, land ownership, licence renewals, drainage etc.
Type up instructions to Legal Services for general enquiries including lease matters, licence renewals, licence to alter etc.
Review licences and leases to answer simple queries regarding responsibility and consent to works
Raise requisitions instructing Financial Services to create invoices for rent, service charges, building insurance etc.
Collate data from the Asset Register to assist with responding to FOI requests
Training:
Business Administrator Level 3
Within the first 15-months additional training is delivered at Loughborough College, one morning a week for 12-weeks, dates are subject to enrolment date
Online portfolio to update with learning and development completed onsite
Diarised visits from dedicated Trainer/Assessor
Training Outcome:The successful candidate will be eligible to apply for internal vacancies that are advertised at the Council.
Also, a good knowledge of Corporate Asset Management can follow several career paths depending on interests and qualifications. Typical progressions routes may include Estate Surveyor, Estate Manager, Facilities Management, Project Management etc. Employer Description:Harborough District Council (HDC) is a small rural based Local Authority the main office is based in Market Harborough. The role of HDC is to support the residents of the district. The Council supports the residents of the whole 240 square miles with waste management, planning, housing, council tax, Leisure services as well as running elections and electoral registration.Working Hours :Monday - Friday: 9am - 5pm (with a 30-minute unpaid lunch break)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...
