What will a typical day look like in this role?
The candidate will be given tasks to complete by our Office Manager and Administration Manager, which contributes to the running of client's investment accounts.
This can be anything from:
Updating our CRM systems
Producing Illustrations for new investments
Chasing information from external providers
Contacting clients
Some diary management and admin related tasks
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:
R01 - awarded by The Chartered Insurance Institute (CII)
Completion of R01 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:The successful candidate has the opportunity upon completion of the Financial Administrator apprenticeship, to progress onto the Financial Adviser apprenticeship to then become a Financial Adviser in our business in the future.
The Financial Adviser apprenticeship role will still involve work in the back-office system, but it will also involve shadowing experienced qualified financial advisers with meetings, putting cash flow modelling plans together and analysis on their existing investments with other providers.
Whilst learning the ins and outs of becoming a Financial Adviser, the candidate will do their exams to become Diploma level 4 qualified.
Once qualified and deemed ready to advise clients, we have an internal academy to train individuals on everything they need to know about advising clients.Employer Description:Wealth management company. We specialise in helping individuals, families, trusts and companies meet their financial objectives, whether this is Retirement planning, Inheritance tax planning, Investment planning, Protection planning and more.Working Hours :Monday to Friday 9am - 5pm in the officeSkills: Communication skills,IT skills,Attention to detail,Problem solving skills,Number skills,Logical....Read more...
Independent Financial Adviser (IFA)
We're seeking an adviser who excels at creating meaningful client connections and guiding entrepreneurs toward financial decisions that support their ideal lifestyle and long-term vision.
The company bridges the gap between financial planning and legal expertise, providing clients with comprehensive support under one roof. They take pride in our holistic approach that considers both personal circumstances and business requirements when crafting solutions.
What they're looking for:
Experience advising business owners and professionals on personal finance
A natural relationship builder who is proactive, thoughtful and ethical
Someone who listens deeply and guides clients with clarity and care
A collaborative mindset — you will work closely with our legal teams
What you'll get:
A warm pipeline and strong admin support
Flexible working with a strong emphasis on work-life balance
The chance to be part of a joined-up legal and financial planning business
Why Join
As an IFA with the company, you'll have the unique opportunity to develop meaningful client relationships while having the backing of an established professional services team. Your expertise will help clients navigate their financial journey with confidence, creating strategies that align with their values and goals.
We believe that exceptional financial advice comes from understanding people first and numbers second. If you share this philosophy and want to work in an environment that values both professional excellence and personal wellbeing, we invite you to apply.
To apply, please send your CV and a brief cover letter explaining why you're interested in joining our team.
For more information, please contact Andrew Welsh, Director of Medical Devices recruitment at Newton Colmore Consulting, on +44 121 268 2240 or submit your application and a team member will be in touch.....Read more...
Build and maintain effective relationships with all new and existing clients
Progress and update cases with clients, lenders, providers, conveyancers and estate agencies and deal with queries on a particular mortgage case at all stages of the process from successful DIP through to legal completion and beyond
Ensure timely, accurate and appropriate responses to telephone calls, tasks, enquiries or correspondence from clients, lenders or conveyancers
Liaise with mortgage advisers, apprising them of the progress of specific mortgage cases and seeking to resolve any queries arising
Liaising with directors and escalating any specific problems for discussion and resolution
Work within prescribed procedures and compliance practices
Input, update and maintain mortgage data so that systems and files accurately reflect the current position at all times
Produce written correspondence and documents using standard forms
Manage 360 task and workflow system to monitor cases and progress and chase as appropriate
Produce monthly reporting to the Directors of the business
Administer the compliance registers of the firm
Build and maintain relationship with network and keep abreast of new procedures and compliance directives
Keeping company and adviser files up to date
Ad hoc administrative tasks as and when required (i.e. - taking notes in meetings, scanning documents)
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. The qualified apprentice will be prepared for advancement to positions including senior administrator, mortgage adviser and financial adviser roles.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP (UKFR) module 1 - awarded by The London Institute of Banking and Finance (LIBF)
Completion of CeMAP module 1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
The apprentice is assigned a dedicated experienced mentor to guide them through the programme. Regular scheduled interactions with the apprentice ensure they are developing the Knowledge, Skills and Behaviours required to become competent in the role
Training Outcome:Once completed the apprenticeship there is the opportunity of progression into becoming a full-time mortgage adviser. Further training would be provided.Employer Description:We are a dynamic Mortgage Brokers, Established in 2019, managing case files, within prescribed timescales and focusing on achieving excellent customer service at all times.
Our founding directors have over 50 years combined experience.Working Hours :Monday to Friday 9.00am - 5.30pmSkills: Communication skills,Attention to detail,Organisation skills,Initiative,Concientious/hardworking....Read more...
As part of your role, you will be:
Answering the phone and greeting clients
Preparing and maintaining client files, updating back-office systems to ensure the information is accurate and complete, requesting additional information where necessary
Sending authority letters and gathering policy information from providers
Managing adviser’s diaries and tasks lists to ensure client reviews and other service actions are delivered on time
Producing client meeting packs including valuations
Managing fee payments
Supporting the administration of the Investment Committee, managing changes to client portfolios and issuing regular communications such as e-newsletters
Supporting group pensions administration including auto-enrolment
Prioritising workload to meet company service standards
Training:Your apprenticeship will be delivered at your place of work. You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues.Training Outcome:Following successful completion of the apprenticeship, you may be able to complete further professional qualifications that will enable you to progress into more technical and/or senior roles.Employer Description:Autonomy Wealth is a highly experienced Independent Financial Adviser practice that works with senior executives, professionals, business owners and retirees.
They cover most areas of financial advice, including investment strategies, pensions, retirement options, inheritance planning, SIPPS and commercial property purchases.Working Hours :Monday to Friday, 8.30am - 4.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Team working,Ability to work independently,Punctual,Friendly and approachable,Trustworthy,Reliable....Read more...
Outstanding opportunity for an ambitious sales professional to drive growth within the thriving mortgage advisory sector Are you ready to make a real impact in the financial services industry? Step into a dynamic role where your sales expertise will directly contribute to expanding one of the UK's most supportive mortgage networks, helping qualified advisers discover a business model that truly puts their success first. Company Overview This company stands apart in the mortgage industry with a refreshingly honest approach - advisers keep 100% of their commissions with just a simple flat monthly fee. No hidden costs, no commission splits, no surprises. The role This is where relationship building meets results driven sales. You'll be the vital link connecting qualified mortgage advisers with an opportunity that could transform their earning potential. Working from the modern Wilmslow office (with hybrid flexibility available), you'll drive the recruitment of self employed mortgage advisers who value independence, competitive earnings, and comprehensive support. Primary responsibilities:Identify and engage qualified mortgage advisers seeking better commission structures and network supportConduct consultative sales conversations to understand adviser needs and present the unique value propositionBuild and maintain a robust pipeline of potential network candidates through various channelsGuide prospects through the entire recruitment process from initial enquiry to network joiningDevelop relationships with industry professionals and maintain ongoing dialogue with warm prospectsCollaborate with the internal team to ensure smooth onboarding experiences for new network membersEssential skills and experience:Proven track record in B2B sales, ideally within financial services or professional recruitmentNatural relationship builder with exceptional communication and listening skillsExperience working with self-employed professionals or understanding of adviser motivationsTarget-driven mindset with demonstrated ability to manage sales pipelines effectivelyProfessional telephone manner and confidence in consultative selling approachesKnowledge of mortgage industry beneficial but full training provided for the right candidateWhy this role matters The mortgage advisory landscape is evolving rapidly, and advisers are increasingly seeking networks that offer genuine value and transparency. You'll be introducing them to a business model that eliminates commission splits and hidden fees - a proposition that genuinely improves their earning potential. Your success directly impacts both adviser livelihoods and the continued growth of an established, respected network. What we offer:Competitive base salary with uncapped commission structure - suitable for multiple experience levelsComprehensive training programme covering network benefits, compliance requirements, and sales techniquesHybrid working arrangements with modern office facilities in desirable Wilmslow locationOpportunity to build relationships within a supportive, close-knit professional communityClear progression pathway within a growing, successful organisationAccess to ongoing professional development and industry eventsWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.....Read more...
An opportunity has arisen for a Private Banker to join our client's distinguished wealth management firm based in Dubai. Our client is a highly regarded financial institution known for providing bespoke investment and banking solutions to a select portfolio of high-net-worth and ultra-high-net-worth individuals.
As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client's financial objectives.
This is a permanent role offering a salary range of £98,000 - £110,000 per annum (Tax-Free) plus annual bonus and benefits.
You Will Be Responsible For:
? Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.
? Developing long-term client relationships built on trust, discretion, and exceptional service.
? Identifying and capitalising on new business opportunities to grow and diversify your client base.
? Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.
? Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.
? Collaborating with internal teams to enhance client satisfaction and overall service delivery.
? Offering mentorship and support to junior team members when required.
What We Are Looking For
? Previously worked as a Private Banker, Client Relationship Manager, Wealth Manager, Private Banking Relationship Manager, Relationship Manager, Wealth Management Consultant, Private Banking Manager, HNW Relationship Manager, UHNW Banker, Private Wealth Adviser, Investment Manager or in a similar role.
? Demonstrated background in private banking or wealth management,
? Experience serving high-net-worth and ultra-high-net-worth clients.
? Strong understanding of cross-border financial planning, investment strategy, and ....Read more...
£24,000 + Benefits
Are you a detail-driven Financial Services Administrator looking to develop your career within a respected, client-focused wealth management practice?This is a fantastic opportunity to join a well-established and growing business that represents a leading FTSE 100 brand. You’ll play a key role in supporting Advisers and ensuring the smooth running of client servicing, all within a friendly and professional environment that encourages personal growth and professional qualifications.As Financial Services Administrator, you’ll be the first point of contact for clients and support the Advisers in delivering an exceptional service.Key Responsibilities
Managing adviser diaries, arranging and preparing for client meetings, and coordinating follow-up actions
Liaising with providers and SJP administration centres to obtain information and process documentation
Preparing meeting packs, letters of authority, and compliance documentation
Maintaining accurate client records and CRM data
Assisting with business submissions and supporting the paraplanning process
Preparing client financial review documents and presentation materials
You’ll also have the opportunity to follow an in-house training programme with full study support provided to help you progress your career in financial services.Skills & Experience
Previous experience within financial services administration or a similar role
Highly organised with excellent attention to detail
Confident communicator with strong client-service skills
Able to work effectively in a fast-paced, professional environment
Ambitious and keen to develop through further study and training
This is a superb opportunity to build your career with a trusted, professional and growing wealth management practice that truly values its people and clients alike.....Read more...
An opportunity has arisen for a Private Banker to join our client's distinguished wealth management firm based in Dubai. Our client is a highly regarded financial institution known for providing bespoke investment and banking solutions to a select portfolio of high-net-worth and ultra-high-net-worth individuals.
As a Private Banker, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client's financial objectives.
This is a permanent role offering a salary range of £98,000 - £110,000 per annum (Tax-Free) plus annual bonus and benefits.
You Will Be Responsible For:
* Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.
* Developing long-term client relationships built on trust, discretion, and exceptional service.
* Identifying and capitalising on new business opportunities to grow and diversify your client base.
* Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.
* Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.
* Collaborating with internal teams to enhance client satisfaction and overall service delivery.
* Offering mentorship and support to junior team members when required.
What We Are Looking For
* Previously worked as a Private Banker, Client Relationship Manager, Wealth Manager, Private Banking Relationship Manager, Relationship Manager, Wealth Management Consultant, Private Banking Manager, HNW Relationship Manager, UHNW Banker, Private Wealth Adviser, Investment Manager or in a similar role.
* Demonstrated background in private banking or wealth management,
* Experience serving high-net-worth and ultra-high-net-worth clients.
* Strong understanding of cross-border financial planning, investment strategy, and lending services.
* Comfortable managing complex client structures and liaising with multiple stakeholders.
* Experienced in working within regulated financial environments, adhering to best practice and governance standards.
* Recognised Level 6 Investment Qualification (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).
* CeMAP certification and an active Statement of Professional Standing (SPS).
* Chartered status, or a commitment to achieving this, will be viewed favourably.
What's on Offer
* Competitive tax-free salary
* Performance-related annual bonus.
* Opportunity to work within a prestigious and client-focused private banking environment.
* The chance to represent a respected institution serving a discerning international clientele.
Please note: Relocation and visa sponsorship are not provided; applications from candidates currently based in Dubai are preferred.
This is a fantastic opportunity to advance your career within an elite private banking environment.
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...
An outstanding opportunity for an Experienced Paraplanner to excel within an innovative wealth management firm that redefines client-focused financial planning. Step into a role where your technical expertise meets genuine client impact, working alongside a team of passionate professionals who believe in creating meaningful financial transformations for individuals and families across the region. The Company This dynamic independent financial advisory practice has established itself as a leader in comprehensive wealth management, combining cutting-edge planning methodologies with deeply personal client relationships. Their philosophy centres on holistic life planning that encompasses not just financial goals, but life aspirations and family legacies. With a commitment to continuous innovation and exceptional service standards, they've created an environment where both clients and team members flourish. Your Role As an Experienced Paraplanner, you'll be the technical backbone supporting complex financial planning strategies, working in partnership with experienced advisers to deliver sophisticated solutions for discerning clients. This position offers exceptional scope for intellectual growth within a practice that values expertise, creativity, and professional excellence. Key Accountabilities:Analyse complex client situations to identify strategic financial planning opportunities and solutionsCraft comprehensive suitability reports with detailed recommendations for adviser endorsementExecute sophisticated fund research and performance analysis using advanced analytical tools including FE AnalyticsCurate and maintain extensive due diligence libraries covering investment options, platforms, and provider capabilitiesDevelop detailed performance reporting and comparative analysis for strategic decision-makingUphold stringent compliance standards ensuring all documentation meets regulatory requirements and internal quality benchmarksRequired Experience and Competencies:Proven 2+ years' experience in paraplanning within a reputable independent financial advisory firmExtensive exposure to comprehensive product ranges and advanced planning techniquesDipPFS qualification or equivalent Level 4 professional certification strongly preferredExceptional written and verbal communication skills with client-facing capabilityCollaborative mindset with strong interpersonal skills for effective team integrationComprehensive familiarity with industry-standard IFA platforms, systems, and operational proceduresMeticulous attention to detail with unwavering commitment to service excellenceDemonstrated professional qualities including flexibility, motivation, dependability, and ethical conductWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Attractive Remuneration and Benefits:Competitive salary package up to £38,000 commensurate with experienceModern hybrid working model - 3 days office presence, 2 days remote flexibilityGenerous annual leave allocation of 31 days including statutory holidaysComprehensive income protection insurance coverageLife assurance benefit equivalent to 4x annual salaryEnhanced company sick pay provisionContributory pension scheme with salary sacrifice advantagesStaff referral incentive programmeConfidential Employee Assistance ProgrammeHolistic wellness and mental health support servicesPersonal financial wellbeing resources and educationThe Future of Financial Advisory Services The wealth management industry stands at an exciting crossroads, with technological innovation, demographic shifts, and evolving client expectations creating unprecedented opportunities for skilled professionals. Experienced paraplanners are increasingly recognised as essential strategic partners in delivering sophisticated financial solutions, from complex pension arrangements to multi-generational wealth transfer strategies. This career path offers exceptional prospects for professional advancement, competitive rewards, and the unique satisfaction of helping clients achieve their most important life objectives through expert financial guidance and strategic planning. Discover your next career milestone with The OHUB UK - your trusted partner in connecting exceptional financial services talent with transformative opportunities.....Read more...
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Financial Services Administrator ready to take the next step into leadership?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you’ll oversee the administration team and ensure the smooth running of client servicing across the practice. Acting as the first point of contact for clients, you’ll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You’ll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience working within a St. James’s Place environment (2-3 years preferred) who’s looking to progress into a management position. A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
2–3 years’ experience in financial services, ideally within a St. James’s Place practice.
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days’ holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you’re a proactive, motivated individual who thrives in a professional, client-focused environment and you’re ready to take the next step in your financial services career, we’d love to hear from you. Apply today!....Read more...
Our Financial Planning apprenticeship programme is an ideal opportunity for enthusiastic individuals, educated to at least GCSE or A Level, who want to gain a professional qualification within the Wealth Management profession and progress their career within an apprenticeship framework.
Duties will include:
Respond to client queries with support from line manager
Work on small client portfolio to support financial advisers with processing new and ongoing work
Complete valuations in a timely manner
Complete workflows within appropriate timescales
This would include smartsearches, running Attitude to Risk Questionnaires (ATR’s), creating new clients on the Intelliflo system, chasing providers for requested information, ensuring client files are compliant etc.
Processing new work, dealing with clients money including trading funds
Gaining knowledge and understand processes when working with Pensions, Investments and Protection
Greet clients for in office client meetings
Assist with Financial Planning team duties
Training:
You'll be working towards a Financial services administratorLevel 3 apprenticeship standard. The role is on site at our Blackburn office, the study element is remote distance learning
PM+M believes that its most valuable resource is its team members
The continued success of the organisation depends upon having highly motivated people with proper skills in the right job at the right time. We recognise the need to offer all team members a clear path of progression within the business
Therefore as part of this programme, we will provide a study package towards Financial Services Administrator Level 3
We will include the relevant study leave as part of this, and will mentor you through your qualification journey. Once the qualification has been achieved we would look at further training opportunities to help develop your career
We also provide a complementary range of internal training opportunities to ensure that you maximise your potential in areas such as becoming a trusted adviser, how to network, presentation skills etc with opportunities for progression around the firm
We have 6 monthly reflect and act conversations to ensure your development is on track, with optional monthly 1-2-1s. You will also have a buddy and opportunity for a mentor
We also encourage you to get involved in wider firm initiatives and have your say on how we can progress on our journey towards being the best North West firm of finance professionals
Training Outcome:
Once the Level 3 qualification has been achieved we would look at further training opportunities to help develop your career, such as the CII
Employer Description:We are a vibrant, dynamic and award-winning firm of Chartered Accountants and business advisers, with offices in Blackburn and Bury, covering East Lancashire, Greater Manchester and beyond. Our vision is to be the best North West firm of finance professionals and we want great people to join our team and help us do that. We are proud of our inclusivity and diversity, encouraging people to be the best they can be and to be involved, no matter their level of experience or role.Working Hours :Monday - Friday, Shifts to be confirmed.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....Read more...
£32,000 + Bonus + Pension + 25 Days Holiday + Study SupportAre you an experienced Administrator in the wealth management sector ready to take the next step into leadership? Maybe you're already a Team Leader looking to join a growing, highly supportive organisation?This is an excellent opportunity to join a well-established and growing wealth management practice, representing a FTSE 100 brand, and play a key role in supporting Advisers while developing your own management career.As Team Leader, you’ll supervise the administration team and ensure the smooth running of client servicing across the practice. Acting as the first point of contact for clients, you’ll coordinate diary management, provider liaison, business submissions and post-meeting administration, all while maintaining the highest levels of client care and operational efficiency.You’ll work closely with the Partners and Advisers to deliver an exceptional client experience, ensuring all documentation, CRM records and compliance requirements are completed accurately and on time.This is an ideal role for someone with experience of working within a wealth management or investment environment looking to progress into a management position. A full in-house training and development programme is provided, with all study and qualification costs fully supported by the company.Key Responsibilities
Lead and support the administration team, ensuring high standards of accuracy and service.
Manage adviser diaries, book client review meetings and prepare pre-meeting research packs.
Oversee client documentation, valuations and follow-up actions.
Maintain and update CRM systems and client records.
Handle Letters of Authority, liaising with SJP centres, providers and third parties.
Prepare client presentations and compliance forms.
Support the Partner with business submissions and client communication.
Continually seek to improve processes and contribute to the wider success of the practice.
Skills & Experiences
Experience in financial services..
Strong organisational, leadership and client service skills.
Excellent attention to detail and communication skills.
Confident using CRM systems and Microsoft Office.
Enthusiastic about learning, developing and progressing into management.
The Rewards
Competitive salary + discretionary bonus scheme
25 days’ holiday (+ bank holidays + Christmas closure)
Company pension & life assurance
Free parking
Full funding for professional development and qualifications
If you’re a proactive, motivated individual who thrives in a professional, client-focused environment and you’re ready to take the next step in your financial services career, we’d love to hear from you. Apply today!....Read more...
Role Purpose:
Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.
Key Responsibilities:
Build and maintain effective relationships with new and existing clients
Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process
Respond promptly and accurately to telephone calls, emails, and correspondence
Liaise with Mortgage Consultants to update progress and resolve queries
Escalate specific issues to the Line Manager for discussion and resolution
Embrace and contribute positively to the firm’s Mission, Vision, and Values
Work within prescribed procedures and practices
Input, update, and maintain data so systems and files reflect current positions
Produce written correspondence and documents using standard formats
Manage diary systems to monitor cases and progress chase as needed
Follow case progress from initial application through legal completion and beyond
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:We want all candidates to progress onto the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.Employer Description:Independent, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage.
Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coveted 5/5 on Trust pilot
Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.Working Hours :Monday to Friday between 8.30am to 5.30pm.Skills: Communication skills,Team working,Initiative,Friendly,Confident....Read more...
Job Description:
Core-Asset Consulting is delighted to be partnering with a growing financial services firm to recruit a Senior Fee Analyst to join their Edinburgh team on an initial 6-month fixed-term contract.
This is a unique opportunity for a proactive professional to take ownership of the client fee management process, ensuring accuracy and governance, whilst shaping and delivering process improvements that drive efficiency and strengthen controls.
Skills/Experience:
Previous experience in a fee processing or billings environment.
Strong background in operations within financial services, ideally with exposure to wealth or investment management.
Highly numerate with excellent attention to detail and an investigative approach to problem-solving.
Demonstrable analytical skills with the ability to interpret and disseminate large volumes of information accurately.
Strong knowledge of MS Office, particularly Excel.
Excellent communication skills, with the ability to collaborate effectively across teams and influence key stakeholders.
Organised and proactive, with strong time management and the ability to deliver results within set deadlines.
Core Responsibilities:
Manage and support the end-to-end client fee process.
Set up new client and adviser fee accounts, ensuring accuracy and compliance.
Conduct ongoing monitoring to identify incorrect or non-standard fee set-ups.
Oversee and support the approval process for fee discounts and fee holidays, maintaining accurate records and ensuring consistency across the business.
Collaborate with colleagues to review the fee discount register quarterly with senior stakeholders.
Identify enhancements to management information (MI) reporting, ensuring robust exception reporting and strong governance.
Manage fee amendment requests and maintain oversight of client impact.
Work closely with internal teams to ensure high levels of data accuracy across fee processes.
Drive process improvements and efficiencies to benefit both the business and its clients.
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: 16248
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we’re committed to protecting and respecting your privacy. Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure. We may change this policy from time to time, so please check this policy occasionally to ensure that you’re happy with any changes.
By engaging with us (either by applying for a job we’re advertising, registering through our website, or getting in touch with our business) you’re agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users. For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Lead Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years’ experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and min. B2-C1 German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly – I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
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Our client – an international consultancy – is looking for a Senior SAP FICO Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Poland.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
10+ years’ experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
University degree in business administration, business informatics, or equivalent training.
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
Fluent English is required to be successful in this role.
If you or someone in your network matches this profile, please apply for this role or send your CV directly – I will get in touch to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
Our client – an international consultancy – is looking for a Senior SAP FICO Lead Consultant to join their team on a permanent basis. The role is remote; however, travel will be required, and you must be based in Germany.
The company focuses on strategy, architecture, and cutting-edge SAP technologies, offering professionals opportunities to work on impactful projects with global exposure. Joining this team means contributing to large-scale transformations in a dynamic environment where your work is recognised and valued.
Role Responsibilities:
Drive end-to-end implementation projects in SAP Finance and/or Controlling domains.
Act as the primary point of contact for clients, ensuring project alignment with their needs.
Identify opportunities where SAP solutions can enhance business processes.
Integrate industry best practices into solutions tailored to client needs.
Conduct fit-gap analyses and fit-to-standard workshops to align SAP solutions with client requirements.
Lead discussions on how the client’s processes can map to SAP standards.
Create and adapt solutions to address identified gaps in business processes.
Propose and implement measures for process improvement.
Ensure effective system implementation, coordinating closely with nearshore/offshore teams.
Manage collaboration across distributed teams to maintain project timelines and quality.
Serve as a trusted adviser to clients and their project management teams.
Provide insights and guidance on project progress and technical decisions.
Candidate Profile and Skills:
University degree in business administration, business informatics, or equivalent training.
12 + years’ experience in SAP.
Extensive experience in SAP FI/CO, including hands-on exposure to FSCM (Financial Supply Chain Management).
Solid background in finance and controlling processes, with the ability to integrate business needs into technical solutions.
Expertise in SAP implementation methodologies and tools.
Strong analytical skills to translate business requirements into system specifications.
Effective communication and stakeholder management abilities.
Experience in leading teams and fostering collaboration with onshore and offshore resources.
Fluent in English and min. B2-C1 German.
This role is ideal for someone with a strategic mindset, technical expertise, and the ability to manage complex projects while maintaining strong client relationships.
If you or someone in your network matches this profile, please apply for this job or send your CV directly – I will call you back to provide you with more details.
Cavendish (Recruitment) Professionals Ltd are proud to be an equal opportunities employer, and we believe that inclusivity begins with the candidate experience. All qualified applicants will receive consideration for employment regardless of gender, race, age, sexual orientation, religion, or belief.
....Read more...
