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...
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
? Manage client records using the company's back-office system.
? Communicate with product providers and internal teams to implement financial advice.
? Partner with Financial Planners to ensure exceptional service delivery.
? Maintain compliance with regulatory standards and industry best practices.
? Contribute to process improvements and quality enhancement initiatives.
? Build and maintain meaningful relationships with clients.
What we are looking for:
? Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
? Experience as an administrator in the financial services sector.
? Background in delivering outstanding client services.
? Strong attention to detail and excellent communication skills with clients and providers.
? Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
? Competitive salary
? 25 days plus bank holidays
? Pension scheme
? Private medical insurance
? Death in service benefit
? Access to health schemes
? Cycle to work scheme
? Employee assistance programme
? Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional ....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...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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...
Job Description:
Our client, a reputable financial services firm, is seeking a Financial Solutions Architect to join their team on a permanent basis. You will be a qualified actuary with 5 years post qualification experience in financial services. You will be responsible for advising the business on the financial and commercial impact on key strategic product and system developments. You will have experience within the life and pension field with strong communication and stakeholder management skills.
Essential Skills/Experience:
Qualified actuary with extensive experience in Finance Services ideally with Life Insurance experience.
Proven experience in designing and implementing financial systems or processes and integrations.
Proficiency in enterprise architecture frameworks and methodologies.
Knowledge of actuarial software, data analytics tools, and cloud computing.
Strong understanding of actuarial principles, and regulatory requirements.
Strong problem-solving skills
Influencing skills: ability to work effectively with diverse teams and manage multiple stakeholders.
Excellent communication skills.
High level of accuracy and attention to detail
Core Responsibilities:
Developing and maintaining architectural documentation, including system diagrams, data models, and integration plans.
Ensuring design and development of financial system architectures meet business requirements
Work with project managers, developers, and other architects to implement financial solutions.
Work closely with Finance, IT and business teams to understand requirements and translate them into solutions aligned with the strategic architecture.
Ensure seamless data flow between different systems.
Support design and integration of solutions between financial systems and other enterprise applications.
Facilitate workshops and meetings to gather requirements and present architectural designs.
Ensure that financial solutions comply with regulatory requirement and other relevant standards.
Monitor and identify optimisation opportunities in relation to the performance of financial systems to ensure high availability and efficiency.
Ensure that financial solutions are scalable, secure, and compliant with industry standards and regulations.
Identify, document and proposed mitigation approaches to any risks.
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: 16029
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...
An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week.
As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.
You will be responsible for:
* Manage client records using the company's back-office system.
* Communicate with product providers and internal teams to implement financial advice.
* Partner with Financial Planners to ensure exceptional service delivery.
* Maintain compliance with regulatory standards and industry best practices.
* Contribute to process improvements and quality enhancement initiatives.
* Build and maintain meaningful relationships with clients.
What we are looking for:
* Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role.
* Experience as an administrator in the financial services sector.
* Background in delivering outstanding client services.
* Strong attention to detail and excellent communication skills with clients and providers.
* Skilled with financial planning software and understanding of regulatory requirements.
What's on offer:
* Competitive salary
* 25 days plus bank holidays
* Pension scheme
* Private medical insurance
* Death in service benefit
* Access to health schemes
* Cycle to work scheme
* Employee assistance programme
* Enhanced maternity & paternity leave (after 1 year of service)
Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.
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...
Key Responsibilities
Financial Administration:
Assist with day-to-day financial operations, including processing invoices, managing accounts payable and receivable, and maintaining accurate financial records.
Support the month-end and year-end closing processes to ensure timely and accurate financial statements.
Data Entry and Record Keeping:
Input financial data into accounting software and spreadsheets, ensuring accuracy and completeness.
Maintain organised and up-to-date financial documents and records as per company policies.
Bank Reconciliation:
Assist in reconciling bank statements and ensuring discrepancies are identified and resolved in a timely manner.
Support the preparation of cash flow reports and forecasts.
Reporting:
Help prepare financial reports and summaries for management, highlighting key financial metrics and trends.
Collaborate with team members to analyse financial data, providing insights for decision-making.
Learning and Development:
Participate in training sessions to develop accounting skills and knowledge of financial regulations and software.
Work towards achieving the qualifications and competencies required for the apprenticeship completion.
Training:Qualifications and Skills
Education: Minimum of 5 GCSEs (or equivalent) including English and Mathematics. A good understanding of basic accounting principles is preferred.
Communication Skills: Strong verbal and written communication abilities to interact effectively with team members and stakeholders.
Analytical Skills: Excellent attention to detail and the ability to analyse financial data accurately.
IT Proficiency: Familiarity with Microsoft Office (especially Excel) and willingness to learn accounting software.Training Outcome:A successful candidate can be offered a permanent position as an accountant in the organisation.Employer Description:Health Tech Services Group (HTSG) Limited is a leading innovator in the healthcare industry. It leverages cutting-edge technologies such as facial recognition, artificial intelligence (AI), and machine learning (ML) to provide comprehensive solutions for safeguarding vulnerable adults and delivering doorstep healthcare services. In addition to its core services, HTSG offers in-house Continuing Professional Development (CPD) training courses to upskill its team members and support the broader care industry and corporate sectors in building knowledgeable and proficient teams.
HTSG Core Services:
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Care Safe Mobility: HTSG works with 24-hour non-emergency patient transport and ambulance services and offers bed-to-bed transportation services for hospitals, clinics, and laboratories, ensuring these services are readily and easily accessible. Under the process of registering. Care Safe Mobility was earlier registered with the CQC (https://www.cqc.org.uk/location/1-9966471035)
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Clinic At Home: HTSG provides doorstep healthcare services, including home visits by qualified healthcare professionals for medical assessments, treatment and ongoing care management. Through remote patient monitoring devices and telehealth platforms, HTSG enables continuous patient health status monitoring, facilitating early intervention and personalized care by implementing digital safeguarding measures for vulnerable adults using facial recognition technology and AI-powered algorithms.
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WatchRx: HTSG offers remote patient monitoring services to vulnerable adults designed to improve patient outcomes, enhance quality of life and promote independence. Our services include a Medicine reminder system, Fall prevention technology, Geo-fencing capabilities and Automated vitals collection. The benefits of our remote patient monitoring services include improved health outcomes, enhanced safety and independence, cost-effective healthcare and personalized care management. We are committed to leveraging technology to empower vulnerable adults and support their healthcare needs. By monitoring and analyzing behavioural patterns in real-time, HTSG can proactively identify and mitigate potential risks, ensuring the safety and well-being of vulnerable individuals.
CPD Training Courses: HTSG offers in-house CPD training courses designed to enhance the skills and knowledge of its team members. These courses cover a wide range of topics relevant to the healthcare industry, including best practices in patient care, regulatory compliance, and the latest advancements in healthcare technology. Additionally, HTSG extends its training programs to external stakeholders in the care industry and corporate sectors, aiming to foster a skilled and competent workforce.
Air Ambulance (AmbuFly): HTSG includes Global Medical Tourism Services so you can get the best of World-Class treatment from your comfort and convenience.
We are fully insured and locally regulated by the Care Quality Commission* (CQC), Health Inspector Wales (HIW), and local Councils. We are also working on our ISO* 9001, 14001, 27001, and Cyber Essentials. So, you and your data are fully protected. For more information or partnership opportunities, don’t hesitate to contact us.
Our Expertise
HTS Group offers technology and support that facilitates round-the-clock, UK-wide access to services for corporate, insurance, or self-paying clients in the following sectors:
Healthcare assessment and management
Medical transport and repatriation (road & air)
Diagnostics (Laboratories and Radiology)
Healthcare and management training
Pharmacies
Healthcare R & D
Healthcare Logistics
Medical TourismWorking Hours :Monday to Friday, from 9.30am to 5.30pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Creative,Initiative,Non judgemental,Patience....Read more...
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...
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...
Business Analyst - Wealth Management – Edinburgh, Scotland
(Key skills: Business Analyst, Digital Transformation, Business Process Change, Requirement Gathering, Analysis, Documentation, Stakeholder Management, Quality Assurance, UAT, Agile, Change Management, Financial Services, Wealth Management, Business Analyst)
Are you a Business Analyst looking to take your career to the next level? Do you want to be part of a prestigious wealth management firm leading a multi-million-pound digital transformation? If you are passionate about driving change, working on cutting-edge financial technology and making a tangible impact in a highly respected organisation, this could be your next big move.
Our client, a market-leading wealth management firm based in Edinburgh, is undergoing an ambitious transformation to future-proof its services, optimise business processes and elevate client experiences. With a strong heritage in providing tailored financial solutions to high-net-worth individuals and institutional clients, they are now investing in state-of-the-art technology and innovation to stay ahead of the curve.
To support this, they are expanding their change and transformation team and are looking for a talented Business Analyst to drive key digital and process improvement initiatives. This is an exciting opportunity to play a pivotal role in shaping the future of a top-tier financial institution, working alongside senior stakeholders to redesign processes, integrate cutting-edge solutions and deliver high-impact projects.
The ideal Business Analyst candidate will have proven experience as a Business Analyst in the financial services sector, ideally within wealth management. A strong background in digital transformation and business process change projects is required. Excellent skills in requirement gathering, process mapping and documentation are essential. Strong stakeholder management and the ability to work with both technical and non-technical teams is required. Experience working in Agile environments and change management initiatives is essential. Knowledge of financial services regulations and compliance is desirable.
All Business Analyst positions come with the following benefits:
Annual bonus and profit-sharing scheme, rewarding your contributions.
Hybrid working model, with the flexibility to balance remote and in-office work.
Pension scheme with enhanced employer contributions to secure your future.
Private healthcare, dental, and life insurance – covering you and your family.
Fully funded training & development programs, including industry certifications.
Global mobility opportunities, with options to work on international projects.
Gym membership, wellness programs, and mental health support.
Daily meal allowances and exclusive corporate dining discounts.
Generous holiday package (30+ days) + the option to buy additional leave.
Company-sponsored retreats, networking events and luxury team-building experiences.
This is a rare opportunity to be at the forefront of financial services innovation, working for a firm that blends tradition with cutting-edge technology. If you are looking for a high-impact role where your expertise will drive meaningful change, apply today.
Location: Edinburgh, Scotland, UK / hybrid working
Salary: £60,000 - £95,000 + Bonus + Pension + Benefits
Applicants must be based in the UK and have the right to work in the UK even though remote working is available.
NOIRUKTECHRECNOIRUKREC....Read more...
Perform general office and receptionist duties, including maintaining a presentable space.
Handle administrative tasks for Invest Southwest and Will Management Services as needed.
Manage calls and record them in the firm's software.
Process incoming and outgoing mail and emails.
Scan and file documents per firm procedures.
Record activities promptly in the back-office system.
Professionally interact with clients, advisers, team members, suppliers, and providers.
Maintain confidentiality according to data protection laws and policies.
Adhere to ethical standards.
Pursue professional development.
Coordinate with third parties like accountants or solicitors when required.
Understand and follow the firm's policies and procedures.
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:
RO1 - awarded by The Chartered Insurance Institute (CII).
Completion of RO1 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:Pending a successful apprenticeship, apprentices will be encouraged to become full-time members of our team, where their commitment will be highly valued. There is also an opportunity to progress and further your career in the financial sector, including obtaining qualifications that can enhance your professional growth.Employer Description:Invest Southwest, Independent Financial Advisers, established in 2007, offers independent financial advice across the Southwest. We provide a range of solutions, including pensions, investments, protection, estate planning (trusts, wills, powers of attorney), supported by our sister company, Will Management Services.Working Hours :Monday to Friday, between 9am to 5pm.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Number skills,Team working,Initiative....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...
Provide Front Desk support to customers and the public
Utilising our clients computer systems and manual documentation
Deal with Mail, Emails and telephone requests and instructions from/to members
Maintain systems including the IT system, banking system and other manual filing systems
Process deposits, withdrawal, transfers and cash reconciliations
Prepare and process Payroll Savings Systems, weekly, four weekly and monthly
Utilise and maintain the data input to the BACS/banking systems
Ensure income and expenditure is correctly accounted for in line with legislative requirements and our policies and procedures
Process Member applications and terminations
Process initial stages of Loan Applications
To assist the Operational and Assistant Manager to organise, deliver and participate in promotion and training events
Ensure that stationery and other office requisites levels are maintained to ensure continuous service delivery
Promote continuous improvement by
Maintaining knowledge of relevant guidance
Ensure quality and consistency of financial information
Promoting governance and risk management awareness and the maximising of resources to improve value for money
To carry out any other office duties that are required by management
Training:
No weekly release day into college
5 days per week in the workplace
6 hours 'off the job' every week for shadowing colleagues, specific training or writing of assignments
Assessor/skills coach will visit the work place every 4-6 weeks
Training Outcome:1. Role Advancement: Progressing to a full Member Services Assistant and other senior roles within the organisation
2. Skill Enhancement: Development of professional skills in financial services and customer relations
3. Educational Opportunities: Access to training programmes and potentially further education in finance or related fields
4. Diverse Career Paths: Exposure to various departments, leading to a broad range of career paths within BDCU
5. Leadership Potential: Long-term potential to grow into supervisory or management positions
6. Industry Network: Building connections within the financial services sector for future opportunities
7. Personal and Professional Growth: Gaining valuable experience and knowledge for personal financial understanding and career developmentEmployer Description:Bradford District Credit Union (BDCU) is a progressive non-profit ethical community bank owned by its members. With 10,000 members, we take pride in our 30 years of dedicated service. As a rapidly growing organisation, we serve as a community development hub by leading on innovate projects and events, collaborating with various partners to offer community and commercial projects aimed at fostering a savings culture.
At BDCU, we provide a "Faith Friendly" alternative to high street banks, predatory lenders, and costly money lenders. Our primary focus is to encourage savings through a range of accounts, including savings accounts and junior savings accounts. Additionally, we offer loans to our members and individuals in need of financial support. We extend our services to companies as well, providing savings and loan options to their staff, promoting safe and responsible financial practices.Working Hours :37 hours a week
Monday to Thursday
8.30am to 4.30pm
Fridays
8.30am to 4.00pmSkills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills,Team working,Financial Awareness,Time Management,Enthusiasm,Dependable,Honesty....Read more...
Job Purpose:
Reporting to the Practice Manager to provide dedicated support to the Partners/Advisers for the day to day running of the practice to include meeting regulatory requirements, marketing, client servicing, business processing and IT whilst supporting the development of the Practice.
Support to the Practice:
To support the Partners by dealing effectively with the day-to-day business operation
To assist the Partners to take the business forward with creativity and positivity to meet the Partner’s goals
To operate & maintain effective systems, processes and procedures which enable Partners/Advisers to optimise client meetings
To support the Practice Manager in tracking compliance, licensing, CPD, regulatory and legislative requirements
Business Processing:
To liaise with the Practice Paraplanner to support the Partners to ensure the end-to-end business process is adhered to and tracked efficiently in line with Partner and regulatory standards
Oversee and manage the submission of all client applications/advise sets in support of the Partners
Support the Partners to ensure all relevant information required for client files is available, current and compliant
Maintain accurate and up to date client information using the appropriate software programmes (ShareFile, iBusiness, SalesForce etc.)
Liaise with Head Office & admin centres as directed
Marketing:
Assist the Practice Manager in the creation and maintenance of the annual marketing plan
Support the distribution of marketing material to clients and prospects as agreed
Support the Practice Manager with the creation, authorisation and audit trail of adverts and advertising material
Support the Practice Manager with the end-to-end management of client events
Maintain and update client and prospect information
Maintain and update client service questionnaires
Practice Development:To support the Practice Manager:
With ongoing business projects
In developing new prospects and clients
To achieve Practice goals and objectives
To develop client relationships and referrals, service existing clients and assist in building new relationships
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:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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:This role isn’t just a job - it’s a stepping stone to a long-term career in the financial services industry. The right candidate will have access to fantastic opportunities for growth, training, and career progression.
Starting as a FS Administrator Apprentice, you can advance to:
Senior Financial Services Administrator - taking on more responsibility in business operations.
Managerial Level - overseeing teams and driving business success
Paraplanner - working closely with financial advisers to provide technical support
Financial Adviser - becoming a qualified expert, guiding clients in financial decisions
We actively support professional development, including further apprenticeships and qualifications to help you grow in your chosen path.
For the right candidate who shows dedication and potential, this role could lead to a permanent position within the company.
If you're ambitious and eager to learn, this opportunity can be the foundation of a long and successful career in financial services.Employer Description:At Zenia Wealth Management, we specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
Our key products & services include:
• Investment Planning
• Retirement Planning
• Protection Planning
• Inheritance Tax & Estate Planning
• Corporate Services
Our Company Philosophy is based upon building and maintaining a long-term trusted relationship, whilst providing bespoke individual tailored advice, to all our clients. It is the reason why many of our clients regularly refer their friends, relatives and loved ones to us.
Zenia Wealth Management now has a team of 7 fantastic members of staff, as shown in the flowchart below, who put the client’s needs and wishes at the core of all they do.Working Hours :Monday - Friday 8:30am - 4:30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Analytical skills,Team working,Initiative,Positive 'can do' attitude....Read more...
Job Description:
Do you have a background in accounting with a solid understanding of the production of statutory accounts? Our client, a leading financial services firm, is seeking an experienced Financial Reporting Senior Accountant to join their Glasgow team on an initial 6 month fixed-term contract.
In this broad role, the successful candidate will be responsible for conducting prompt and precise reviews of year-end and half-year financial statements, coordinating with auditors and various operational teams, and reviewing monthly board reports (management accounts) for Investment Trust clients.
Essential Skills/Experience:
Accounting experience and/or Accounting qualification or studying towards an accounting qualification
IOC or equivalent professional qualification – if not already completed would be expected to study towards
Sound technical experience in preparation and review of statutory accounts
Solid understanding of statutory and regulatory reporting requirements
Experience working in the Financial Services Sector
Advanced numerical skills and accounting knowledge
Proficient with Microsoft Excel
Knowledge of UK/Lux GAAP, IFRS, and SORP for Authorised Funds desirable
Core Responsibilities:
Review of IFRS10 reporting, actual distribution rates, closed funds balance sheets, revenue forecasts, performance and management fees
Review of year end and half year financial accounts
Review of net asset values reported to Association of Investment Companies (AIC) and Stock Exchange
Meet client KPI’s and service delivery commitments
Review of returns to HM Revenue & Customs and Office for National Statistics (e.g. quarterly VAT, National Statistics returns)
Review of monthly board papers (management accounts)
Timely completion of internal team management information
Oversight of receipts and payments and maintenance of accounting records
Assess team processes to improve efficiency, control and to reduce risk
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: 16043
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...
Financial Administration: Assist in maintaining financial records, processing invoices, and accounts payable/receivable
Reporting & Analysis: Support the preparation of financial reports
General Business Support: Provide administrative support for business operations, including data entry, maintaining filing systems, disposing of confidential waste, archiving, scanning and preparing documents for meetings
Stock - Assist in the maintaining of stock levels. This includes Stationary, PPE, Consumables, Marketing materials, cleaning supplies
Compliance & Regulations: Help ensure that the company adheres to financial regulations and standards, assisting with audits and compliance checks
Client & Supplier Communications: Communicate with clients and suppliers regarding billing and financial matters, providing a high level of customer service
Project Support: Assist in the management of business projects by providing finance-related insights and maintaining project budgets
Learning and Development: Engage in on-the-job training and study towards a relevant qualification
Training:
Business Administrator Level 3 Apprenticeship Standard
The training will take place at Doncaster College and you will attend one day per week over the duration of your apprenticeship
Training Outcome:
There are career opportunities to develop you further within our company
Black Diamond can be a long-term place for you, we have qualified apprentices still working with us now
Employer Description:Black Diamond Security is a leading provider of security solutions, specializing in safeguarding businesses and individuals with advanced security systems and services. We are committed to offering high-quality, reliable security services to our clients while maintaining a focus on innovation and customer satisfaction. We are currently seeking a motivated and ambitious Business and Finance Apprentice to join our team and gain valuable hands-on experience in the financial and business operations of the security industry.Working Hours :Monday - Friday, 9.00am - 5.00pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Presentation skills,Administrative skills,Number skills,Analytical skills,Logical,Team working,Strong interest in business,Excellent attention to detail,Time-management,Microsoft Office Skills....Read more...
Harper May is partnering with a global investment firm focused on identifying and backing high-growth businesses across technology, financial services, and emerging markets. As the firm continues to scale and expand its portfolio, it is seeking an experienced and commercially driven Vice President of Finance to join its leadership team and drive financial performance, control, and strategic planning.Role Overview: The Vice President of Finance will lead day-to-day finance operations across fund and corporate entities, support the execution of investments, and help shape financial strategy. Working closely with the Partners and senior leadership, this role requires a hands-on finance leader with a deep understanding of investment structures, financial controls, and international reporting requirements.Key Responsibilities:
Oversee all aspects of financial operations, including fund accounting, management company reporting, and cash management
Manage internal controls, compliance frameworks, and external audit processes
Own budgeting, forecasting, and performance reporting across the firm and its investment entities
Partner with deal teams to support transaction execution, financial due diligence, and post-investment monitoring
Lead investor reporting processes and ensure high-quality financial communications to stakeholders
Collaborate with legal, tax, and operations teams to support structuring and regulatory matters
Drive improvements in financial systems, reporting tools, and automation
Build and manage a small finance team while contributing to a collaborative and agile culture
Key Requirements:
ACA / ACCA / CIMA qualified or equivalent
Strong experience in investment management, private equity, venture capital, or growth-focused financial services
Deep technical accounting knowledge and understanding of fund structures, financial instruments, and consolidation
Strong commercial instincts, with the ability to support strategic decision-making
Excellent communication and stakeholder management skills
Comfortable operating in a fast-paced, globally focused, and entrepreneurial environment....Read more...
Executive Assistant / Chief of Staff Are you a highly organised and motivated individual looking for an exciting opportunity in the heart of London? We are seeking an Executive Assistant / Chief of Staff to join a dynamic private hedge fund. Company Overview This opportunity is with a London-based investment boutique advising a global long/short equity strategy for professional investors. The goal is to generate attractive returns over the long run by excelling during market downturns and maintaining strong performance during rallies. The firm invests in opportunities with 'asymmetric risk-reward' and has received industry recognition for its performance. Job Overview As the Executive Assistant / Chief of Staff, you will play a crucial role in supporting the leadership team and ensuring the smooth operation of the firm. This position offers a salary bracket of £30,000 - £50,000, depending on experience. Here's what you'll be doing:Recruiting and onboarding new employeesManaging executive diaries and scheduling meetingsMonitoring performance and providing administrative supportHandling confidential information with discretionCoordinating and organizing events and travel arrangementsSupporting HR functions and fostering a positive work environmentAssisting with special projects and strategic initiativesHere are the skills you'll need:Passion for HR and long-term ambitions to develop in financial servicesPrior experience in HR is preferredExcellent English writing skillsStrong organisational and multitasking abilitiesProficiency in Microsoft Office, particularly ExcelAbility to work independently and as part of a teamExcellent communication and interpersonal skillsWork 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:Opportunity to work in a prestigious financial firmCareer development and growth in the financial services sectorDynamic and supportive work environmentAccess to industry events and networking opportunitiesComprehensive benefits package including health and pension plansPursuing a Career in This Sector A career as an Executive Assistant in a private hedge fund like this offers unique advantages. You'll be at the heart of financial operations, gaining valuable insights and experience in the investment sector. This role provides a platform for career progression, opening doors to various opportunities within the financial services industry.....Read more...
Support mortgage advisers with administrative tasks
Liaise with clients, lenders, and solicitors to gather and process documentation
Input and maintain accurate client data on CRM systems
Track mortgage applications from submission to completion
Assist in preparing and reviewing mortgage and protection documents
Handle client queries via phone, email, and in person
Provide general office and clerical support to the wider team
Learn and apply industry knowledge as part of apprenticeship training
Training:Level 3 Financial Services Administrator apprenticeship standard.
The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)
Completion of CeMAP1 will provide a solid foundation for the learner
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.Training Outcome:There is the potential to train & take further qualifications to progress to a Mortgage Adviser role.Employer Description:We are whole of market mortgage and protection advisers based in York. We offer advice to clients on their residential and Buy to Let mortgages. We also offer advice regarding life, critical illness insurance and income protection. We have been established since October 2020 and are an ambitious and growing firm.Working Hours :Flexible. Monday to Friday, 8.00am - 5.00pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Team working....Read more...
Core Duties and Responsibilities:
Deal effectively with queries from clients and other parties through effective communication
Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct
Working within the Operations Team you will discuss the business objectives, identifying and obtaining the information necessary
Liaise with product providers and other third parties to acquire additional information
Assist in identifying areas for planning and sourcing solutions suitable to meet the business needs and objectives. This will include assisting in the preparation of reports relating to services, propositions and marketing
Prepare letters and communication for staff purposes, in line with company policy and prepare associated accompanying documentation as required
This will include the pre-completion of documentation ready for staff to check and sign
You may at times be required to assist and provide support with administrative functions, for example: answering and directing telephone calls, monitoring emails and post, data entry, filing, scanning, providing management information and organising meetings, maintaining other office systems
You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review
Organising and planning events, diary management, keeping the operations team up to date and ensuring everything runs smoothly
Maintain company data within HR CRM to to ensure data is accurate and records kept up to date for review
Training:The Financial Services Administrator Level 3 Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 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:
Develop your career within the Operations space, progressing in to the role of Operations Co-Ordinator
Employer Description:Pocock Sanders is an Independent Financial Adviser firm based in Berkhamsted and born out of two long established Hertfordshire based financial advice businesses – Pocock Rutherford and BP Sanders.
Our Financial Advisers provide financial advice that is tailored to our clients needs, in fact the very same advice that we would give to ourselves and our loved ones in similar circumstances.
We are passionate about personalised advice and simply believe in building lasting relationships that seek to support you over the longer term, displaying our values through our actions.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Team working,Initiative,Time management,Friendly and approachable....Read more...
The Opportunity Hub is delighted to partner with a growing Financial Services firm in London, specialising in distressed and illiquid markets. The firm is renowned for innovative approach to sourcing and managing complex investment opportunities. We're seeking a motivated Credit Analyst specialising in high yield and distressed debts to join their dynamic team. Credit Analyst (High Yield/ Distressed Debts), based in London Here's what you'll be doing:Performing detailed credit analysis of high yield and distressed debt issuers, including financial statement analysis, covenant review, and risk assessment.Conducting thorough industry and market research to identify investment opportunities and assess macroeconomic factors affecting credit markets.Creating and maintain financial models to forecast company performance and evaluate different financial scenarios.Working closely with portfolio managers, traders, and other analysts to support the investment decision-making process.Ensuring compliance with all relevant regulations and internal policies.Here are the skills you need:Bachelor’s degree in Finance, Economics, Accounting, or related field.3-5 years of experience in credit analysis, preferably in high yield and distressed debt markets.Strong analytical and quantitative skills with proficiency in financial modelling and valuation techniques.Strong industry knowledge and interest in Financial AssetsHere are the benefits of the job:Competitive salary between £100k and £150k depending on experienceOpportunities for continuous learning and career advancementWork Permission: You must have the right to work in the UK. Visa sponsorship is not available at this time.....Read more...
Job Description:
Are you a qualified accountant seeking your next opportunity within Finance Operations? If so, we’d love to hear from you.
We have an excellent opportunity for a Billing Analyst to join the team at a leading financial services firm, in their Edinburgh office, on an initial 6-month daily rate contract.
Skills/Experience:
Qualified accountant
Minimum 3 years of relevant experience ideally within investment management or a financial services environment
Strong written and verbal communication
Proficiency in financial systems and ERPs (e.g. Oracle)
Advanced Excel skills, with the ability to handle large data sets and complex models
Self-driven, ambitious, willing to challenge the status quo and wants to make a real difference
Ability to build relationships with stakeholders and clients
Strives for quality with attention to detail and accuracy
Core Responsibilities:
Oversight of third-party billing processes such as invoice sample checking, controls testing and journal approvals
Revenue related analytics, analytical review, and general ledger reconciliations
Assist with audit requests and answer audit queries
Manage key stakeholders by building and maintaining key stakeholder relationships such as Client Management Team
Assist with projects and strategic initiatives as required
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: 16081
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...
StrideUp is backed by leading VC and private equity investors, having raised close to £25m in funding.
As Finance Apprentice you will support the Finance Lead with operational finance, bookkeeping, financial reporting, management accounting and business partnering. You will play a key part in projects that improve business processes and work closely with key stakeholders supporting them from a finance capacity.
You will upskill as you progress through professional qualifications enabling you to grow and take on more responsibilities.
Operational Finance: Take ownership of Accounts Payable & Accounts Receivable, manage supplier relationships, aid treasury management, implement financial controls and policies.
Bookkeeping: Bank reconciliations and journal posting (accruals, prepayments and intercompany) building up to more complex financial accounting.
Management Accounting: Assisting the budget process and monthly forecasting, analyse and report actuals vs budget, assist in preparation of Management Accounts.
Financial reporting: the preparation and submission of ad hoc financial information and financial returns required by external stakeholders such as funders, Regulator and HMRC, help with the year end audit.
Business partnering: Assist department heads with identifying spend vs budget and ensure their teams are equipped and supported from a finance capacity.
Improve business processes: Identify areas for improvement, strategise and implement.
Study, upskill and qualify: Take professional exams and additional training with the goal of qualifying as a Chartered/ Certified Accountant (ACA/ACCA/CIMA).
Training Outcome:This role offers long term opportunities to progress to a permanent position upon completion of the apprenticeship.Employer Description:StrideUp's mission is to redefine the standard of Islamic financial services through expertise, sincerity, and a personable approach. Our vision is to enable the Muslim community to access financial solutions aligned with their values. On our path to building a digital bank, we started with property finance and have already deployed hundreds of millions in financing and supported thousands of people in their financial goals.Working Hours :Monday to Friday.
Shifts to be confirmed.Skills: Communication skills,Attention to detail,Problem solving skills,Team working,Microsoft Office/ Excel,Accuracy in work,Proactive approach,Self starter,Detail orientated,Mission driven....Read more...
