An exceptional opportunity for a Senior Business Development Manager with experience in selling services to the financial services industry, to join a pioneering provider of financial services education. We are seeking a Global Head of Business Development for an Financial educational start-up. This organisation stands at the forefront of financial services education, offering career-focused programs that are in a class of their own. With flagship initiatives like the Henley Executive Hedge Fund Program, they have cemented their reputation globally through an exclusive partnership with a leading business school.A glimpse into your future role: As the Global Head of Business Development, you will be stepping into a dynamic and critical role within the company. There is currently no dedicated sales function in the UK, and with your experience you will be the primary revenue generation, using your black book and background with selling into financial services. You will be responsible for identifying and engaging new leads, building pipelines, tracking prospects, and ultimately converting them into clients. Additionally, you will be managing and developing processes for small teams in Hong Kong. The expectation is for you to not only adapt swiftly but to excel from the onset, spearheading business development efforts with strategic acumen and visionary leadership.Here's what you'll be doing:Identifying prospective clients and generating recurring revenues in the UK Growing, leading and managing international teams, ensuring cohesion and peak performance across different geographies. Implementing robust relationship-based sales practices and processes across all BD teamsBuilding and nurturing high-value relationships within the financial services provider industry with networking and attending events as well as learning on your extensive network.Strategically expanding the company's global footprint through innovative business development initiatives. Here are the skills you'll need:Proven track record in business development within the financial services provider industry, with a strong preference for candidates possessing experience in sales related to tech, industry media, accounting, or fund administration. Exceptional relationship-building and networking skills, with a proven ability to engage with and influence key stakeholders. Experience in managing a BD team, with a flair for leadership that can transcends cultural and geographical boundaries. Excellent communication and negotiation skills, capable of articulating complex ideas with clarity and persuasiveness. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time.Here are the benefits of this job:Competitive salary - Reflective of skills and experience; specific range to be discussed during the interview process. Opportunity to play a pivotal role in the expansion of a leading company within the financial services education sector.Access to a global network of professionals and industry leaders. Why pursue a career in Financial Services Education?Embarking on a career as a Global Head of Business Development within the financial services education sector offers unparalleled opportunities to shape the future of finance professionals globally. This role not only places you at the heart of innovation in financial education but also in a position to influence the next generation of leaders in the financial services industry. With the sector's rapid evolution, driven by technological advancements and regulatory changes, your impact will extend far beyond business development, contributing significantly to the broader mission of enhancing financial literacy and competency across the globe.....Read more...
Harper May is collaborating with a leading financial services firm known for its innovation and commitment to client satisfaction. In line with their ambitious growth plans, they are actively seeking a talented Finance Analyst to join their dynamic team and contribute to their ongoing success.About the Company:At the forefront of the financial services industry, our client is renowned for their innovative solutions and client-focused approach. With a strong reputation built over years of service, they provide a wide range of financial products and services to a diverse client base.About the Role:As a Finance Analyst, you'll delve into complex financial data, preparing detailed reports and presentations. Working collaboratively across teams, you'll assist in budgeting, forecasting, and developing long-term financial strategies. Your insights will play a crucial role in guiding strategic decisions and identifying growth opportunities.Key Responsibilities:
Conduct thorough financial analysis, including variance analysis, budgeting, forecasting, and trend analysis, to provide insights into the financial performance of the business.Prepare detailed financial reports and presentations for senior management, synthesising complex data into actionable recommendations.Collaborate closely with cross-functional teams to develop annual budgets, quarterly forecasts, and long-term financial plans that align with business objectives.Monitor market trends, consumer preferences, and competitor performance to identify risks and opportunities and support strategic planning initiatives.Provide ad-hoc financial analysis and decision support to key stakeholders, assisting in evaluating investment opportunities and optimising resource allocation.Assist in the continuous improvement of financial processes, systems, and controls to enhance efficiency, accuracy, and compliance.
Preferred Skills:
ACA/ACCA/CIMA Qualification.Experience as a Financial Analyst within a similar environment.Advanced proficiency in financial modelling, forecasting techniques, and financial software (e.g., SAP, Oracle, Tableau).Advanced proficiency in ExcelStrong analytical skills with the ability to interpret complex financial data.Excellent communication and interpersonal skills.Detail-oriented with a commitment to accuracy and integrity in financial reporting and analysis.Ability to thrive in a fast-paced environment, managing multiple priorities and deadlines effectively.
If you're ready to leverage your financial expertise to drive strategic decision-making and contribute to the success of a prominent financial services group, apply now to join their team as a Finance Analyst.....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
? Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
? Possess 1 year of paraplanning experience
? Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
? Strong understanding of paraplanning processes and financial planning concepts
? Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
? Level 4 Diploma in Financial Planning (CII) or actively working towards completion
? Experience liaising with product providers and platforms to gather necessary data
What's on offer:
? Competitive salary
? Annual discretionary bonus
? Company pension scheme
? Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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 ....Read more...
An opportunity has arisen for a Paraplanner to join a well-established financial services firm offering independent advice with a strong focus on investment, retirement, and estate planning services.
As a Paraplanner, you will be supporting financial advisers through technical research and preparation of suitability reports. This is a 12-month fixed-term contract position, with the possibility of extension, offering a salary range of £38,000 to £46,000 plus bonus and benefits.
For trainee candidates, the shift will be working 4 days a week and Friday for studying.
What we are looking for:
* Previously worked as a Paraplanner, Financial Planning Administrator, IFA Administrator, Financial Services Administrator or in a similar role.
* Possess 1 year of paraplanning experience
* Experience of 2 years within the financial advice sector, ideally within an independent advisory setting
* Strong understanding of paraplanning processes and financial planning concepts
* Familiarity in using research systems such as Defaqto Engage, Selectapension, and Iress Xplan
* Level 4 Diploma in Financial Planning (CII) or actively working towards completion
* Experience liaising with product providers and platforms to gather necessary data
What's on offer:
* Competitive salary
* Annual discretionary bonus
* Company pension scheme
* Potential for the contract to become permanent based on performance
This is a fantastic opportunity to advance your career in financial services with a respected firm in the heart of London.
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...
Role Summary A unique internship opportunity for undergraduates with strong analytical abilities and interest in financial services, commencing June/July for 2-4 months. Company Profile The Opportunity Hub UK has partnered with an established financial services organisation based across Woking and London locations. Our client combines technological innovation with financial expertise to deliver market-leading solutions to their customers. Internship Overview This structured programme offers practical experience in business and financial analysis within a technology-driven environment. You'll work within cross-functional teams to analyse data, develop insights, and contribute to business decision-making processes. Main DutiesSupport the analysis of financial data using various analytical toolsAssist in creating reports and dashboards for business intelligenceHelp identify patterns and trends in complex datasetsCollaborate with technical and non-technical stakeholdersContribute to process improvement initiativesEssential RequirementsCurrent undergraduate in Finance, Business, Economics, Mathematics, Statistics, or related disciplinesStrong analytical capabilities and attention to detailProficiency in data analysis tools (SQL, Excel, Python beneficial but not required)Excellent numerical and statistical reasoningStrong communication skills to present findings to varied audiencesLegal Requirements All candidates must have the right to work in the UK. We cannot provide visa sponsorship for this position. Professional Development This position offers a competitive salary of £24,000-£25,000 (pro-rated). The intersection of business analysis and financial services represents one of the most dynamic and rewarding career paths available. This internship provides foundational experience for roles such as Financial Analyst, Business Intelligence Specialist, or Data Analyst within the financial services sector. The analytical skills developed are highly valued across industries.....Read more...
This is a fantastic graduate sales development opportunity for a highly driven and articulate candidate looking to break into financial services industry. Step into the future of financial advisory services with an innovative company that has redefined investment management. This firm is recognised internationally for its commitment to quality, innovation, and technology in the financial advisory sector. They provide a multi-layered investment proposition, focusing on independent investment management and leveraging cutting-edge technology to enhance advisory services. Job Overview: We are seeking a Graduate Sales Development Representative to join our London team. This role is ideal for an ambitious graduate looking to kickstart a career in sales within the financial services industry. You will be at the forefront of our business development efforts, helping to expand our reach and influence within the financial advisory community. Here's what you'll be doing:Generating new business opportunities by identifying and qualifying potential leads for the senior sales team and directors to get over the line. Engaging with prospective clients to introduce them to our unique investment management solutions.Collaborating with the marketing team to refine outreach strategies and implement sales campaigns.Conducting market research to stay informed about industry trends and competitor activities.Participating in training and development sessions to enhance your sales techniques and financial product knowledge.Here are the skills you'll need:A degree in Business, Finance, or a related field.Excellent communication and interpersonal skills.Strong organisational and time-management abilities.A proactive mindset and eagerness to take on new challenges.Ability to work effectively in a team-oriented environment.Work Permissions: You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here are the benefits of this job:A starting salary of £30,000.Comprehensive training program tailored to your professional growth.Opportunities for career advancement within a rapidly growing international company.Access to cutting-edge tools and technologies in financial services.Involvement in a company culture that values innovation and employee contribution.Embarking on a career as a Graduate Sales Development Representative in the financial services industry offers a dynamic and rewarding pathway. You will be part of a sector that is at the forefront of combining financial expertise with technological advancement, providing you with the skills and experiences necessary to excel in the modern economic landscape. This opportunity not only allows you to develop a robust understanding of financial markets but also equips you with critical sales and business development skills that are highly valued across industries.....Read more...
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...
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...
Position Overview: An exceptional opportunity for an undergraduate with strong writing skills and a demonstrated interest in marketing within the financial services sector. Ideal for final year students or those seeking a placement year starting in June/July. About the Company: This forward-thinking financial services firm, based in Woking, delivers innovative solutions to clients across the sector. The company values fresh perspectives and is dedicated to developing emerging talent in a dynamic, professional environment. Key Responsibilities:Assist in creating compelling marketing content for various platformsSupport the development and execution of marketing campaignsHelp analyse marketing metrics and campaign performanceContribute to social media strategy and content creationParticipate in market research activitiesAssist with copywriting for website, newsletters, and promotional materialsSupport brand development initiativesEssential Requirements:Currently pursuing an undergraduate degree in Marketing, Communications, Business, English or related disciplineDemonstrable interest in financial services (through coursework, projects, or extracurricular activities)Excellent writing and communication skillsStrong attention to detail and creative thinking abilitiesProficiency with digital marketing platformsAbility to work independently as a self-starterMust be able to work in the office 4-5 days per week in WokingAll applicants must have the right to work in the UKDesirable Skills:Experience with content management systemsUnderstanding of SEO principlesBasic graphic design skillsExperience with analytics toolsKnowledge of financial products and servicesDuration: Preference will be given to final year students or those seeking a longer assignment such as a placement year, rather than a short-term internship. Compensation: Competitive annual salary ranging from £24,000 to £25,000, based on skills and experience. Development Opportunities: This role provides valuable exposure to marketing in the financial services sector. You'll gain hands-on experience working with marketing professionals, developing skills that are highly transferable across industries. This placement serves as an excellent foundation for careers in financial marketing, content creation, brand management, or communications. Work Authorisation: Candidates must have the legal right to work in the United Kingdom. Please note that visa sponsorship is not available for this role.....Read more...
The Opportunity Hub UK is seeking a detail-oriented and dedicated professional on behalf of a respected financial services firm specialising in illiquid markets. This independent firm focuses on providing innovative financial solutions in sales, trading, and advisory for institutional and high-net-worth clients. Established in 2009, the firm has an established reputation for its expertise in handling distressed debt, credit securities, and other complex, illiquid assets. Position: Junior Back Office Support – Fixed Income Location: Central London (Office Based) Salary: £30,000 - £40,000 per annum DOE Job Overview: This position as a Junior Back Office Support – Fixed Income offers a unique chance to build a foundational career within fixed income and operational support. Ideal for someone at the beginning of their financial services journey, this role supports essential functions in the back office, ensuring the smooth operation and accuracy of fixed income transactions. Here’s What You’ll Be Doing: Trade Support: Assisting with the booking, confirmation, and settlement of fixed income trades, contributing to smooth operational workflows. Reconciliation: Conducting daily reconciliations between internal and external systems, ensuring precise and error-free trade records. Client and Counterparty Liaison: Collaborating with clients and counterparties to resolve discrepancies and address operational queries. Documentation Management: Maintaining accurate and organised trade-related documents to support operational efficiency. Compliance and Reporting: Supporting compliance needs and helping with regulatory reporting for fixed income activities. Administrative Support: Providing general assistance to the back-office team to facilitate day-to-day operations. Here Are the Skills You’ll Need: Experience: At least 1 year in a back office or financial operations role (internships and placements are considered). Understanding of Fixed Income Products: A basic grasp of bonds, loans, or similar fixed income products is beneficial. Attention to Detail: Exceptional organisational skills and a high degree of accuracy in data handling. Communication: Effective communication skills to liaise confidently with internal teams and external contacts. Technical Skills: Competence in Microsoft Excel and familiarity with financial systems. Work Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Here Are the Benefits of This Job: Career Exposure: Gain experience with a range of fixed income products and market operations in a specialised sector. Mentorship: Work alongside experienced professionals in the financial services industry, offering valuable insights and guidance. Growth Opportunities: Take advantage of professional development support and a clear path for career progression. Why Pursue a Career in Fixed Income Back Office Support? A role in fixed income back office support provides a strong foundation in financial services, focusing on the essential processes that keep financial transactions running smoothly. Working in fixed income allows you to gain specialised knowledge in a key financial market sector, build in-demand operational skills, and open pathways for advancement within finance and investment roles.....Read more...
An opportunity has arisen for a Financial Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Financial Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you c....Read more...
Harper May is presently collaborating with a prominent financial services group. Our client is actively in search of a skilled and driven FP&A Manager to become a part of their amicable finance team. The perfect candidate should hold full qualifications and possess experience in the financial services sector.Functioning within the senior management team, this position bears the main responsibility for brand-related planning and forecasting. Key responsibilities for the FP&A Manager:
As FP&A Manager you will work closely with senior management to increase a company's efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan
Work closely with senior management to build budgets
Delivery of competitor analysis, market trends and associated commentary to the Leadership team
Accurate forecasting of monthly revenues, costs and results
Management of the finance department as well as the purchasing/goods receiving team - team of 4
Margin analysis
Experience working with SAP System, F&B Shop and Opera is desirable
Required Skills
Been a previous FP&A Manager
Qualified Accountant (ACA/ACCA/CIMA)
Advanced Excel skills
Good communication skills both verbal and written
Good planning and organisational skills
Professional approach to work ethics
Previous experience within the financial services sector is a necessity
Lastly, if you are looking for a FP&A Manager role within financial services this is a fantastic role for you.....Read more...
Harper May is working with a growing IT services group renowned for delivering high-quality technology solutions to a broad range of clients. As the company expands its service offering and operational reach, they are seeking a driven and detail-oriented Management Accountant to support financial reporting, performance analysis, and business planning.Role Overview:This is a pivotal role reporting to the Financial Controller. The Management Accountant will be responsible for preparing monthly management accounts, overseeing financial processes, and supporting senior stakeholders with actionable insights to improve financial performance.Key Responsibilities:
Prepare accurate monthly management accounts, including P&L, balance sheet, and cash flowManage monthly accruals, prepayments, and journal entriesSupport budgeting and forecasting cycles across departmentsConduct variance analysis and provide insightful commentary for senior managementCollaborate with business units to track KPIs and support decision-makingAssist with year-end audit preparation and statutory reportingHelp improve financial processes and internal controls as the company scalesProvide support on ad-hoc financial projects and reporting tasks
Candidate Profile:
ACA / ACCA / CIMA qualified or part-qualified with strong experience in management accountingPrevious experience in the IT, technology, or services sectors is desirableExcellent Excel and data analysis skillsStrong attention to detail and ability to work to tight deadlinesConfident communicator with the ability to influence across departmentsProactive mindset with a willingness to drive improvements in finance processes....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...
German-Speaking FX & Trade Finance Broker - City of London A game-changing opportunity for a German-speaking FX and Trade Finance Broker to accelerate their career with a dynamic financial services specialist in the heart of London. Step into the fast-paced world of foreign exchange and commercial finance, where your German language skills and expertise will directly impact how European businesses and high-net-worth individuals navigate international markets and secure growth capital. About the Company This established financial services firm specialises in delivering comprehensive foreign exchange and commercial finance solutions across global markets. Operating throughout the UK, EMEA, APAC, and the Americas, they've built a reputation for providing seamless financial transactions that outperform traditional banking solutions. Their client base spans high-net-worth individuals, SMEs, and corporate entities seeking sophisticated currency management and tailored funding solutions, with a particular focus on expanding their German market presence. The Role at a Glance As a German-speaking FX and Trade Finance Broker, you'll be instrumental in developing the company's German market expansion whilst delivering exceptional service across international payment solutions and commercial finance products. This role combines relationship building with technical expertise and cultural understanding, offering the perfect platform for bilingual professionals to make their mark in London's financial district. Your Key Responsibilities:Drive new business acquisition within the German market through proactive client outreach and relationship developmentProvide expert guidance to German clients on foreign exchange solutions, including competitive rates and hedging strategiesStructure and deliver commercial finance solutions including trade finance, invoice finance, and asset finance for German-speaking businessesConduct client meetings and presentations in German to build trust and understanding with European prospectsManage the complete sales cycle from initial contact through to deal completion and ongoing account managementCollaborate with internal teams to ensure seamless service delivery and cultural sensitivity for German clientsEssential Skills and Experience:Native or fluent German language skills with excellent business communication abilitiesProven track record in sales with demonstrable results and target achievementStrong customer service orientation with excellent relationship-building capabilities across culturesOutstanding communication and negotiation skills in both German and EnglishAbility to work both independently and collaboratively within a team environmentExceptional attention to detail with strong analytical and problem-solving abilitiesAdvanced computer literacy and proficiency with financial software systemsBackground in financial services or German market experience preferred but not essential for the right candidateWork Permissions You must have the right to work in the United Kingdom. Visa sponsorship is not available at this time. Exceptional Benefits Package:Highly competitive base salary with commission earning potentialFlexible hybrid working arrangement - London office Monday to Thursday, home working FridaysAccelerated career progression opportunities within a rapidly expanding organisationComprehensive training and professional development programmes including German market insightsDynamic, supportive team culture focused on individual and collective successPrime City of London location with excellent transport connectivityWhy Build Your Career in International Financial Services? The foreign exchange and commercial finance sector continues to evolve rapidly, driven by increasing globalisation and digital transformation. For German-speaking professionals, this presents exceptional opportunities to bridge markets and develop specialised expertise in high-demand areas. With European businesses increasingly seeking sophisticated financial solutions to manage international operations and growth funding, bilingual brokers can expect strong career prospects, attractive earning potential, and the opportunity to work with diverse, high-value client portfolios across multiple markets. This exceptional German-speaking FX and Trade Finance Broker opportunity is brought to you by The Opportunity Hub UK - your gateway to career-defining roles in international financial services.....Read more...
Release Manager – Financial Technology – Peterborough / Hybrid
(Key skills: Release Manager, SDLC, Agile, Scrum, Change Management, Risk Mitigation, Deployment Coordination, Jira, Confluence, SharePoint, Jenkins, Power BI, Financial Services, Software Delivery, Stakeholder Communication)
Are you a detail-driven Release Manager with a passion for structured change and high-impact delivery? Do you thrive in complex environments where risk mitigation, collaboration, and precision are critical to business success? If you're looking to take your career to the next level within a dynamic fintech environment, this opportunity could be ideal.
Our client is a well-established financial services organisation undergoing continued investment in its technology platforms and operational processes. They are now seeking a Release Manager to oversee the planning, coordination and execution of software releases across business-critical systems that serve wealth management, investment operations and regulatory reporting functions.
This is a pivotal role, sitting at the heart of a multidisciplinary software delivery ecosystem. You’ll be responsible for ensuring the smooth and secure transition of code from development through to production, safeguarding operational stability while enabling innovation across the firm’s technology landscape. This includes managing release schedules, coordinating across Agile teams, validating changes through structured approval workflows, and leading the communication of deployment timelines and risks.
To be successful in this role, you will bring at least three years of experience in release management or a similar delivery-focused role, ideally within financial services, fintech, or other regulated environments. You’ll be confident working with Agile methodologies (Scrum, Kanban), familiar with collaboration and documentation tools such as Jira, Confluence and SharePoint, and experienced in managing cross-team dependencies and change control processes. While not essential, exposure to CI/CD pipelines (e.g. Jenkins), scaled Agile models or BI tools such as Power BI will be considered strong assets.
The ideal candidate will be a proactive communicator, a confident coordinator, and someone who can calmly navigate the demands of high-stakes releases in a fast-moving financial environment. You’ll be comfortable engaging with stakeholders across technology, product and operations, while maintaining control over complex release schedules and ensuring quality standards are met at every stage.
If you’re looking to contribute to the backbone of a forward-thinking financial services business — ensuring secure, well-governed deployments and supporting Agile transformation — this role offers a unique platform to grow and deliver meaningful impact.
Location: Peterborough, UK / Hybrid working Salary: £65,000 – £80,000 + Bonus + Benefits
Applicants must have the right to work in the UK.
NOIRUKTECHREC NOIRUKREC....Read more...
Position: Account Manager - Financial Services PR Location: Central London Salary: £35,000 - £40,000 Working Pattern: Hybrid (3 days office-based) The Opportunity A dynamic Corporate Communications agency in Central London seeks an experienced Account Manager to join their award-winning team. This role offers the perfect platform for an ambitious PR professional looking to specialise in Financial Services while working with a diverse portfolio of prestigious clients. Your Role As Account Manager, you'll shape and deliver strategic communications campaigns while mentoring junior team members and maintaining excellent client relationships. This position combines strategic thinking with hands-on campaign execution. Key AccountabilitiesCraft and implement strategic PR initiativesLead and develop a high-performing teamEstablish trusted client partnershipsDrive media relations and content strategyAnalyse campaign effectivenessCoordinate integrated communicationsPioneer innovative PR approachesEssential ExperienceProven PR account management backgroundDemonstrable campaign success storiesFinancial Services sector knowledgeTeam leadership capabilitiesStrategic planning expertiseCrisis communications managementBudget management proficiencyThe Ideal Candidate You'll be a natural relationship builder with strong commercial acumen and a passion for Financial Services. Your ability to navigate complex stakeholder relationships will be matched by your creative approach to communications challenges. Personal QualitiesStrategic mindsetCreative problem-solverExcellent communicatorNatural leaderDetail-orientedResults-drivenCommercially astutePackage & BenefitsCompetitive base salaryFlexible working arrangementsProfessional development opportunitiesIndustry networking eventsModern central London officeCollaborative team environmentCareer progression pathway....Read more...
Finance Director - Financial Services CompanyA well established financial services company who are about to go through a highly profitable phase are looking for a Finance Director to develop and lead finance through this period. The business will be looking to go through a sale in the future and this is an exceptional opportunity to lead the growth of the business and leading the business into a sale. Key Responsibilities for the Finance Director
As Finance Director you will be preparing board reports and presenting to external stakeholdersLeading and managing a finance team, reporting direct to the CEOReporting to externals such as the PE house and holding the banking relationshipFinancial planning, cashflow management and balance sheet control with upkeep of a healthy cashflow a key area of responsibility in this industry.Production of regular cashflow forecasts and identification of specific reasons for downfall.Generating finance through investment appraisal and equity financeOversee the consolidation of month end reporting and have strong control over internal controlsProposal of cost saving ideas across the business
Desired Requirements
Been a previous Finance DirectorACA Qualified / Chartered AccountantSeries A / Series B / Series C fund raising experienceBlockchain / Cryptocurrency experienceExcellent communication skillsExperience of reporting to board and external stakeholdersPrior experience in the tech sector / start-up environment
Lastly if you are looking for a Finance Director role within financial services, this is a fantastic role for you.....Read more...
Job Description:
Our client, a leading UK-based wealth management firm, is looking for an experienced Paraplanner to join their office in Winchester. This is an excellent opportunity to work alongside a highly qualified and collaborative team of Financial Planning Directors, providing high-quality financial planning support to a diverse range of clients.
Skills/Experience:
CII Diploma in Financial Planning or equivalent (essential)
CII Chartered Financial Planner status (desirable)
Minimum 2–3 years’ paraplanning experience, ideally within a team structure.
Strong technical knowledge of the UK tax regime, including Capital Gains Tax, Inheritance Tax, and Income Tax.
In-depth understanding of pension arrangements and estate planning.
Proven ability to manage workload independently while delivering high-quality outputs.
Core Responsibilities:
Prepare detailed cashflows and financial plans to support clients in achieving long-term goals.
Accompany Financial Planning Directors to client meetings, take comprehensive meeting notes, and conduct in-depth research to inform advice.
Collaborate closely with colleagues to meet team income objectives.
Brief Financial Planning Directors on client issues and maintain direct client contact where necessary.
Identify and share best practice ideas and contribute to continuous process improvements.
Manage your workload effectively, meeting agreed expectations for quality and timeliness.
Maintain up-to-date knowledge of financial planning standards, legislation, and best practice.
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: 16214
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...
Provide a financial support function to include the preparation of financial information and presenting this to colleagues within finance (and others who do not have a financial background) to a consistent standard and to meet corporate requirementsUpdating BS recs, i.e. WIP, Accruals and Warranty
Participate with colleagues in preparing financial information including budget monitoring and control and preparation of year-end information as appropriate. Including the following:
Extracting and reviewing data such as GL entries month end expenses and Op reports
Updating the Finance project tracker with Bid values from Project Accountant / Financial Analyst
Populate the project tracker with Actuals from Project Accountant / Financial Analyst
UK Service Revenue file contract detail updates
Outside services tracking and accruals
Freight expense review and adjustments weekly
Weekly WIP review
Debit notes and Credit note raising and posting
Roll forecast files
Headcount reporting
Training:
Assistant Accountant Level 3 Apprenticeship Standard
1 day per week at Newcastle College (ST5 2GB)
Training Outcome:
Could lead to a permanent position for the right person
Employer Description:A Security Screening Leader.
When your operation must be economical, compliant and, above all, effective, you need a proven company that is driven by innovation and backed-by a global support network. A company like Rapiscan® Systems.
As the world’s leading security screening provider, Rapiscan® Systems provides state of the art products, solutions and services that meet our customers’ most demanding threat detection needs while improving operational efficiency.Working Hours :Monday - Friday, Shifts to be confirmed.Skills: Communication skills,Attention to detail,Number skills,Initiative....Read more...
Harper May is working with a growing IT services group that delivers technology solutions across a broad client base. With a strong reputation for service quality and technical expertise, the business is entering a new growth phase and is now seeking a Financial Controller to lead its finance function and support strategic initiatives.Role Overview: The Financial Controller will oversee day-to-day finance operations while playing a key role in driving financial performance and supporting senior leadership with insight and planning. This is a hands-on position ideal for someone who thrives in a fast-paced, service-oriented environment.Key Responsibilities:
Lead the preparation of monthly management accounts, financial statements, and board reporting
Manage budgeting, forecasting, and financial planning processes
Maintain and strengthen financial controls, ensuring compliance with relevant regulations
Oversee cash flow management, billing processes, and revenue recognition
Liaise with external auditors, tax advisors, and banking partners
Support commercial decision-making with financial analysis and business partnering
Identify and implement process improvements and system enhancements
Manage and develop a small finance team to ensure high-quality output and efficiency
Candidate Profile:
ACA / ACCA / CIMA qualified with strong post-qualified experience
Previous experience in the IT services, managed services, or technology sector is preferred
Excellent technical accounting skills combined with commercial awareness
Strong Excel and financial systems knowledge (e.g. NetSuite, Sage, Xero)
Proven ability to manage multiple priorities and deliver to deadlines
Confident communicator with a collaborative and hands-on approach....Read more...
Harper May is partnering with a fast-evolving financial services firm that delivers high-quality execution and brokerage solutions to a diverse client base. As the business continues to expand its service offering and navigate increasing regulatory complexity, they are seeking a strategic and commercially focused CFO to lead the finance function and support the next stage of growth.Role Overview:The Chief Financial Officer will sit on the executive leadership team and play a key role in shaping financial strategy, ensuring robust governance, and driving commercial performance. This position offers a unique opportunity to lead in a fast-paced, regulated environment with significant exposure to trading, clearing, and settlement operations.Key Responsibilities:
Lead all financial operations, including reporting, forecasting, risk management, and capital planning
Oversee the finance team and drive continuous improvements in systems, controls, and reporting standards
Ensure regulatory compliance across all financial processes, including FCA and other applicable frameworks
Provide strategic insight on business performance, cost management, and profitability initiatives
Partner with the CEO and Board to guide investment strategy, business planning, and operational decision-making
Support funding requirements, capital adequacy, and liquidity planning
Build and manage relationships with auditors, investors, and regulatory stakeholders
Contribute to the firm’s growth and scalability through financial analysis and business partnering
Candidate Profile:
ACA / ACCA / CIMA qualified with extensive post-qualified experience
Strong background in financial services, ideally with exposure to brokerage, trading, or execution services
Proven track record in a senior finance leadership role, preferably within a regulated environment
Deep understanding of financial controls, capital reporting, and regulatory frameworks
Exceptional commercial acumen and ability to influence at Board level
Strong interpersonal skills with a collaborative leadership style....Read more...
An opportunity has arisen for aBusiness Support Administratorto join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Business Support Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation....Read more...
An opportunity has arisen for a Client Administrator to join a well-established organisation providing tailored financial solutions and expert advice to individuals and businesses.
As a Client Administrator, you will be supporting clients and the wider team with administrative tasks and client communications.
This full-time role offers a salary of £25,000 and benefits.
You will be responsible for:
? Making outbound calls to new and existing clients to build relationships and generate interest.
? Managing and maintaining client records and ensuring all information is accurate and up to date.
? Preparing documentation and templated reports for third-party providers.
? Handling general office administration including filing, scanning, reporting, and dealing with post.
? Managing client communication by phone, email, and written correspondence in a professional manner.
? Supporting advisers and team members with the processing of information and client-related documentation.
? Logging and updating call outcomes within the CRM system.
What we are looking for:
? Previously worked as a Client Administrator, Client Account Administrator, Business Administrator, Practice Administrator, Business Support Administrator, Administrative Assistant, Administrator, Admin, Client Services Administrator, Client Support Administrator, Financial Administrator, IFA administrator, Financial Planning administrator, Financial Services administrator, Operations administrator, Sales Support Administrator or in a similar role.
? Experience in an administrative office role.
? Confident telephone manner and ability to make outbound calls.
? Excellent computer skills, including knowledge of Microsoft Word and Excel.
? Strong written and verbal communication skills.
What's on offer:
? Competitive salary
? Company pension
? Life insurance
? On-site parking
Apply today for this fantastic opportunity to join a supportive organisation where you can dev....Read more...
Supporting the management of financial resources, to ensure probity, efficiency, high performance and overall value for money
Understanding customer needs and provide them with a service they value
Supporting delivery of the Financial Strategy and Final Accounts
Supporting the finance function by producing high quality financial information
Assist the Finance team to maintain financial systems and processes ensuring proper reconciliation and control procedures are in place
Assist in the implementation of requested changes including testing new or enhanced functionality
To include processing of journals and accounts payable and account receivable invoices as required
To assist with enquiries for officers, members, partners and members of the public
To support and undertake the accountancy financial control function
The daily processing of bank statements and allocation of income
To assist with procurement, Insurance, VAT and any other accounting duties as requiredWithin assigned service areas/budget specialism, assist the service accountant to provide budget holders with the required information to support the development of financial plans and management of their budgets
Support the financial management of the Capital Programme
Co-ordinate and deliver the timely information to support the Financial Strategy as requested, in accordance with the agreed timetable
Prepare financial and performance data, for inclusion in management reports
To assist in the delivery of information to support the annual accounts closure programme as requested and in accordance with the agreed timetable assigned service areas/budget specialism, assist the service accountant to provide budget holders with the required information to support the development of financial plans and management of their budgets
Ensure the accurate and timely completion of returns and questionnaires as required
Contribute to reviews and assist in the implementation of changes required as a result of new legislation or changes in policy
Training:
This is a full-time position and will also include on the job training with the team.
This apprenticeship will lead to a level 3 Assistant accountant apprenticeship.
You will be based at Wyre Forest District Council in Kidderminster
Training is one day a week
Training Outcome:Finance offers many wide and varied roles, after the completion of the apprenticeship the successful candidate can expect to have numerous opportunities within the sector to continue their career.Employer Description:Wyre Forest DC provides a wide range of services to the residents of Wyre Forest, more details of these services can be found at the Councils website.Working Hours :Monday to Friday 9am - 5pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience,Physical fitness,Personal Commitment,Self Management,Decision Making....Read more...
