Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays Day off for your Birthday Annual salary review Staff awards Study support for professional industry exams Adviser Academy - In-House Training Progression to Trainee Paraplanner, Paraplanner and Adviser if desired Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare cover The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
May 14, 2024
Full time
Recruit Wealth are representing one of the UK's fastest growing, national Financial Planning businesses who are currently recruiting for several experienced Administrators to join their regional Rotherham offices. The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice. There are various administration opportunities available within the team due to a recent acquisition and office expansion. Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators. Overview of the role is detailed below: Client correspondence, written and verbal. Processing new business. Preparation of client review packs. Arranging client meetings and managing the Adviser's diary. Illustration requests. Ensure that all financial planning client administration is carried out in accordance with internal procedures. Maintain client records on the company software and ensure the client files are well presented, accurate and compliant. Taking phone calls, enquiries and requests, and handling them where appropriate. General back-office support.using IO software Benefits of joining the business: 25 days holiday plus bank holidays Day off for your Birthday Annual salary review Staff awards Study support for professional industry exams Adviser Academy - In-House Training Progression to Trainee Paraplanner, Paraplanner and Adviser if desired Holiday Purchase Scheme Life Assurance Pension Corporate Eyecare cover The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support. This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career. Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK. Please apply to us here at Recruit Wealth for an immediate response.
We're looking for talented estate agents with the drive to build their own business as a Territory Owner under the Yopa franchise. Yopa is one of the largest estate agency brands in the UK. Our service rivals the high street, while our unique technology-led offering gives customers a reason to choose us over the competition. We sell homes for a fair fixed fee that saves the average customer £2,800 (£6,000 in London), while also offering a No Sale, No Fee option that isn't available with our main competitors. Our award-winning hybrid service has been named the best of its kind in the UK, and we're rated 'excellent' by Trustpilot based on thousands of customer reviews. As a Territory Owner, you will have your own postcodes and the opportunity to grow your business without limits, with full control over your own agenda and helped by a team of Territory Managers. You'll be building your own agency, but far from being alone, you will be part of a close-knit regional team and benefit from everything Yopa has to offer in terms of business support, including: Fantastic free lead generation, with a focus on quality, from the central Yopa team with appointments booked in for you. Extra financial incentive for self-generated leads. Multiple revenue streams to help you diversify your business and income, including rewards for referring customers to our partnered conveyancers and our sister company Scout Financial Services. The option to set your own commission rates with No Sale, No Fee. The autonomy to run your own business with flexible hours that fit your existing commitments, and the freedom to employ your own team. No earnings cap - the only limit is your potential. An in-house marketing team providing personalised support, with free money every month to spend on marketing materials. Unique schemes that help you build your business's visibility in the local area, such as Yopa's successful Tech for Schools sponsorship programme. The full support of a team in our Contact Centres, including your own Personal Property Adviser to help your business stay in touch with your customers. Ongoing training and support from the Learning and Development team, mentorship from your Divisional Franchise l Director, and regular meetings with fellow colleagues and business owners. In return, we're looking for estate agents who: Already have strong experience in the world of estate agency, with a proven track record in valuing and listing homes, and who can confidently see the buying and selling journey through to completion. Demonstrate exceptional levels of customer service, with the willingness to help customers outside of 'office hours' and go the extra mile for that sale. Self-starters with the drive to build a long-term business that goes beyond the end of the month or the next paycheck. If you're a passionate estate agent who wants to own your own business, benefit from first-in-class support, and help build the future of estate agency, we want to hear from you!
May 14, 2024
Full time
We're looking for talented estate agents with the drive to build their own business as a Territory Owner under the Yopa franchise. Yopa is one of the largest estate agency brands in the UK. Our service rivals the high street, while our unique technology-led offering gives customers a reason to choose us over the competition. We sell homes for a fair fixed fee that saves the average customer £2,800 (£6,000 in London), while also offering a No Sale, No Fee option that isn't available with our main competitors. Our award-winning hybrid service has been named the best of its kind in the UK, and we're rated 'excellent' by Trustpilot based on thousands of customer reviews. As a Territory Owner, you will have your own postcodes and the opportunity to grow your business without limits, with full control over your own agenda and helped by a team of Territory Managers. You'll be building your own agency, but far from being alone, you will be part of a close-knit regional team and benefit from everything Yopa has to offer in terms of business support, including: Fantastic free lead generation, with a focus on quality, from the central Yopa team with appointments booked in for you. Extra financial incentive for self-generated leads. Multiple revenue streams to help you diversify your business and income, including rewards for referring customers to our partnered conveyancers and our sister company Scout Financial Services. The option to set your own commission rates with No Sale, No Fee. The autonomy to run your own business with flexible hours that fit your existing commitments, and the freedom to employ your own team. No earnings cap - the only limit is your potential. An in-house marketing team providing personalised support, with free money every month to spend on marketing materials. Unique schemes that help you build your business's visibility in the local area, such as Yopa's successful Tech for Schools sponsorship programme. The full support of a team in our Contact Centres, including your own Personal Property Adviser to help your business stay in touch with your customers. Ongoing training and support from the Learning and Development team, mentorship from your Divisional Franchise l Director, and regular meetings with fellow colleagues and business owners. In return, we're looking for estate agents who: Already have strong experience in the world of estate agency, with a proven track record in valuing and listing homes, and who can confidently see the buying and selling journey through to completion. Demonstrate exceptional levels of customer service, with the willingness to help customers outside of 'office hours' and go the extra mile for that sale. Self-starters with the drive to build a long-term business that goes beyond the end of the month or the next paycheck. If you're a passionate estate agent who wants to own your own business, benefit from first-in-class support, and help build the future of estate agency, we want to hear from you!
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. Role responsibilities: The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service: Managing a bank of consultants and their clients providing first class customer service and excellent administrative support. Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Person specification: The successful candidate will have experience working for an IFA / Financial Planning firm and experience and understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme Performance related bonus About the company A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working and flexible working to all staff. Next Steps Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
May 14, 2024
Full time
Eventus Recruitment Cheshire are seeking an experienced Financial Planning / IFA Administrator to join a very successful IFA / Financial Planning business based in Stockport, Greater Manchester. This is a great job opportunity to join an established and successful company. You will benefit from a supportive team, hybrid working (50/50), ad-hoc bonuses and an excellent pension (up to 7.5% employer contribution), 26 days holiday (plus ability to buy/sell holidays), flexible working policy (core hours 10am to 4pm) and much more. Role responsibilities: The role of Financial Planning / IFA Administrator is to support the Paraplanners and Financial Advisers in delivering a first class and compliant service: Managing a bank of consultants and their clients providing first class customer service and excellent administrative support. Process Transfers, Top Ups, Withdrawals, Income, Contributions, Fund Switches, Bed & ISA and Protection in an accurate and timely manner and through to completion. Have an understanding of 3rd party providers platforms and processing times Managing your individual workload using personal diary system on Client Management to ensure that all tasks are completed in a timely fashion. Investigate and handle any client/consultant queries Manage post relating to new business cases. Dealing with client/provider queries over the phone and via email. Understand our internal compliance procedures and the requirements of 3rd party providers Maintaining client records on back-office system Cover receptionist duties such as post, phone calls, greeting clients and dealing with third party suppliers. Person specification: The successful candidate will have experience working for an IFA / Financial Planning firm and experience and understanding of pension and investment products. They should be able to demonstrate the following skills: Excellent interpersonal and communication skills Efficiency, accuracy & attention to detail Self-motivated and willing to take the initiative Strong organisational skills with the ability to adapt and successfully multitask Excellent telephone manner IO experience would be desirable Benefits and rewards: The incoming Financial Planning / IFA Administrator will benefit from working within a professional office where there is a real team-spirit culture. In addition, you will be awarded with the following employee benefits: 26 holidays per year, using 3 days in between Christmas & new Year. Plus, an extra day for your birthday Hybrid working, upon completion of your probation period. Set days in the office will then be agreed with your manager, this will be 50% working in the office 50% at home. Flexible working between the hours of 8am to 6pm, as long as 7.5 hours are worked each day in between core hours of 10am - 4pm. 37.5 hours per week Company Pension Scheme Access to Benefit Hub which includes discounts to products, tickets etc Group Life Scheme Performance related bonus About the company A market leading Financial Planning / IFA Firm in Stockport, Greater Manchester offering a complete range of independent Financial Planning offerings. The company shows a keen interest in the wellbeing of employees and are large enough to offer career enhancing progression pathways to ambitious individuals. They recognise the importance of a healthy work/life balance and offer hybrid working and flexible working to all staff. Next Steps Apply now if your skills and experience align with this Financial Planning / IFA Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at the Eventus Recruitment Cheshire for a confidential discussion. If this job isn't quite right for you but you are looking for a new position, please contact me at the details above for a confidential discussion on your career. The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years' experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.
Indirect Tax Accounting Manager Location: Leeds or London - Hybrid working - 2 days per week in the office Let's make the most of your talent At Direct Line Group, insurance is just the start. Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we're a customer-obsessed market powerhouse. And we all work together to be brilliant for customers, every single day. We've now welcomed our new CEO, Adam Wilmslow, and are at th e start of an exciting period of change for DLG. With ambitious plans for large-scale transformation, we're going to see a refreshed strategy to drive value for our customers, colleagues and shareholders. What you'll do Reporting to the Head of Indirect Tax, the role involves having primary responsibility and ownership of the management and review of VAT account reconciliations and returns. Leading on the relationship with Finance Shared Service in overseeing the VAT accounting across all group entities in the VAT group and preparing the consolidated group VAT return for submission via the HMRC upload feed. Supporting the business with Tax SME resource with projects and new business initiatives that have a transactional impact, ensuring correct accounting, postings in the GL and carrying out post implementation reviews. Lead the monthly review of the VAT accounts reconciliation prepared by Finance Shared Service to ensure any reconciling differences are analysed and clear next steps are advised to remediate. Lead the review of the quarterly legal entity VAT returns ensuring all transactions are included correctly in line with VAT regulations and the PESM and advise on treatment of new or non-standard transactions. Consolidating and filing of the VAT group quarterly VAT return to HMRC in-line with the statutory deadlines and overseeing the payments to ensure that the liabilities and payments on account are made on time. Complete the annual Partial Exemption Special Method and Capital Goods Scheme calculations. Preparation of Error Correction Notifications (ECNs) to HMRC, evaluate any evidence to support the ECN and co-ordinate any necessary remedial actions across the Group. Maintenance of the property Option to Tax register and preparation of any new option to tax notifications for VAT purposes and review of the property income from managing agents. Review of supplier set-up, third-party invoicing, intra-group services and ensure all agreed design and build processes and contractual terms are followed and provide advice to Finance and Business colleagues regarding best practice. Review of end to end Motability VAT postings, reconciliations and Vat statement are correct and complete remediating any errors and advising on improvements. Co-ordination of the continuous improvement of indirect tax reporting and audit processes in relation to VAT accounting. Ensure tax & non-tax risks and issues are recorded and supporting the Head of Indirect Tax to ensure the issues are resolved through appropriate channels. What we are looking for • Suitable tax qualification, Chartered Institute of Taxation, Institute of Chartered Accountants in England & Wales or other accounting qualification • Post qualification experience in an accounting or tax role. • Financial services experience. • Solid technical grounding in UK tax accounting with an awareness of indirect taxes in the financial sector. • Effective working relationships with tax authorities and external advisers. • Ability to work independently and as part of a team. What we'll give you in return: We wouldn't be where we are today without our people and the wide variety of perspectives and life experiences they bring. That's why we offer excellent benefits to suit your lifestyle and a flexible working model combining the best parts of home and office-working, varying with the nature of your role. Core benefits include: 9% employer contributed pension 50% off home, motor and pet insurance plus free travel insurance and Green Flag breakdown cover Up to 10% annual bonus 25 days holiday (rising by 1 each year to 28) + bank holidays and option to buy or sell up to 5 days Additional optional Health and Dental insurance EV car scheme allows all colleagues to lease a brand new electric or plug-in hybrid car in a tax efficient way. Buy as you earn share scheme Employee discounts and cashback Plus many more Ways of Working Our hybrid model way of working offers a 'best of both worlds' approach combining the best parts of home and office-working, offering flexibility for everyone. When you'll be in the office depends on your role, but most colleagues are in 2 days a week, and we'll consider the flexible working options that work best for you. Read our flexible working approach here There's no-one else like you. No-one with the exact same mix of strengths, quirks, skills and thoughts. That's why you could belong here. As part of a team of brilliant individuals, in a place that empowers you to be the best you can be. We're proud of who we are, of what we do, and what every single one of us brings. Join us . Help us keep innovating and putting customers at the heart of everything. To be an insurance company of the future. When we work together, we can all achieve great things. Inspiring, challenging, and supporting each other to aim higher. Together we're one of a kind.
May 14, 2024
Full time
Indirect Tax Accounting Manager Location: Leeds or London - Hybrid working - 2 days per week in the office Let's make the most of your talent At Direct Line Group, insurance is just the start. Combining decades of industry experience with talented people in every field from data, technology, customer care and auto repair, to HR, finance and procurement, we're a customer-obsessed market powerhouse. And we all work together to be brilliant for customers, every single day. We've now welcomed our new CEO, Adam Wilmslow, and are at th e start of an exciting period of change for DLG. With ambitious plans for large-scale transformation, we're going to see a refreshed strategy to drive value for our customers, colleagues and shareholders. What you'll do Reporting to the Head of Indirect Tax, the role involves having primary responsibility and ownership of the management and review of VAT account reconciliations and returns. Leading on the relationship with Finance Shared Service in overseeing the VAT accounting across all group entities in the VAT group and preparing the consolidated group VAT return for submission via the HMRC upload feed. Supporting the business with Tax SME resource with projects and new business initiatives that have a transactional impact, ensuring correct accounting, postings in the GL and carrying out post implementation reviews. Lead the monthly review of the VAT accounts reconciliation prepared by Finance Shared Service to ensure any reconciling differences are analysed and clear next steps are advised to remediate. Lead the review of the quarterly legal entity VAT returns ensuring all transactions are included correctly in line with VAT regulations and the PESM and advise on treatment of new or non-standard transactions. Consolidating and filing of the VAT group quarterly VAT return to HMRC in-line with the statutory deadlines and overseeing the payments to ensure that the liabilities and payments on account are made on time. Complete the annual Partial Exemption Special Method and Capital Goods Scheme calculations. Preparation of Error Correction Notifications (ECNs) to HMRC, evaluate any evidence to support the ECN and co-ordinate any necessary remedial actions across the Group. Maintenance of the property Option to Tax register and preparation of any new option to tax notifications for VAT purposes and review of the property income from managing agents. Review of supplier set-up, third-party invoicing, intra-group services and ensure all agreed design and build processes and contractual terms are followed and provide advice to Finance and Business colleagues regarding best practice. Review of end to end Motability VAT postings, reconciliations and Vat statement are correct and complete remediating any errors and advising on improvements. Co-ordination of the continuous improvement of indirect tax reporting and audit processes in relation to VAT accounting. Ensure tax & non-tax risks and issues are recorded and supporting the Head of Indirect Tax to ensure the issues are resolved through appropriate channels. What we are looking for • Suitable tax qualification, Chartered Institute of Taxation, Institute of Chartered Accountants in England & Wales or other accounting qualification • Post qualification experience in an accounting or tax role. • Financial services experience. • Solid technical grounding in UK tax accounting with an awareness of indirect taxes in the financial sector. • Effective working relationships with tax authorities and external advisers. • Ability to work independently and as part of a team. What we'll give you in return: We wouldn't be where we are today without our people and the wide variety of perspectives and life experiences they bring. That's why we offer excellent benefits to suit your lifestyle and a flexible working model combining the best parts of home and office-working, varying with the nature of your role. Core benefits include: 9% employer contributed pension 50% off home, motor and pet insurance plus free travel insurance and Green Flag breakdown cover Up to 10% annual bonus 25 days holiday (rising by 1 each year to 28) + bank holidays and option to buy or sell up to 5 days Additional optional Health and Dental insurance EV car scheme allows all colleagues to lease a brand new electric or plug-in hybrid car in a tax efficient way. Buy as you earn share scheme Employee discounts and cashback Plus many more Ways of Working Our hybrid model way of working offers a 'best of both worlds' approach combining the best parts of home and office-working, offering flexibility for everyone. When you'll be in the office depends on your role, but most colleagues are in 2 days a week, and we'll consider the flexible working options that work best for you. Read our flexible working approach here There's no-one else like you. No-one with the exact same mix of strengths, quirks, skills and thoughts. That's why you could belong here. As part of a team of brilliant individuals, in a place that empowers you to be the best you can be. We're proud of who we are, of what we do, and what every single one of us brings. Join us . Help us keep innovating and putting customers at the heart of everything. To be an insurance company of the future. When we work together, we can all achieve great things. Inspiring, challenging, and supporting each other to aim higher. Together we're one of a kind.
ABOUT US Initiative unlocks business growth for the world's most ambitious brands. We believe in the power of media to reshape our industry and orchestrate a brand's entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Media responsibility is at the forefront of everything we do, w hether it's creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 6,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world. ROLE AND RESPONSIBILITIES You will develop a deep understanding of the client's business, their needs, expectations, and requirements and lead the contributing team members and partners in determining the best approach, deliverables, and tools to use. You will have the confidence and capability to outline the bones of a response to brief yourself and will have an understanding of which specialist crafts and skillset are needed to elevate the response. You will be the organizing force to ensure everything runs smoothly, end to end from scoping to reporting on results of key programmes. You will ensure that new challenges and requirements from the client are fully understood by the team, prioritized, and operationalized correctly and you will participate in solution development as the engagement evolves. Ensure consistent application and roll out of strategies across regions & local markets, as well as creating a feedback loop to share learnings. Track and manage progress with senior client and agency stakeholders, becoming a trusted adviser to the LEGO global clients and be regularly relied upon for your expertise and viewpoints Ensure both agency and clients are adhering to the agreed ways of working process, and manage relationships with LEGO partner agencies to ensure roles and responsibilities are followed. KEY RELATIONSHIPS Internally: with Global and Regional Initiative colleagues across strategy, analytics, audience planning and Comms Design, as well as with specialists within Kinesso and our IPG agency group. Externally: with key LEGO clients and 3 rd party agencies (consultancies) ABOUT YOU We're looking for a media/marketing generalist, who is able to lead cross-craft projects and form / deliver a POV Excellent analytical and problem-solving capabilities Strong communication skills - being able to communicate effectively with senior clients as well as agency teams Team player who is skilled in navigating a matrixed organization and aligning diverse stakeholder interests (managing your peers and up) Self-starter/entrepreneurial spirit/ motivator - Good at owning, structuring, and driving multiple parallel project assignments that routinely require independent judgement, trade-offs or prioritization Proactive and seeking out building relationships, able to connect with new and varied disciplines quickly Exceptional project management skills - exhibit strong follow-through and accountability, high attention to detail Interest to learn and represent multiple projects outside of your main area of expertise Positive and solution-oriented (glass half full) outlook Employee Transparency At Mediabrands and Kinesso, we celebrate difference and believe this makes us stronger. Mediabrands and Kinesso are equal opportunity employers and committed to championing an inclusive culture that provides a sense of belonging for all our employees. We do not discriminate against any applicant based on age, disability, race, colour, ethnicity, national origin, gender, sexual orientation, gender identity, religion, belief, marital status or any other characteristic protected by law. Please reach out to our Talent Inclusion Specialist Jess at if you would like to have a confidential conversation regarding any adjustments that would ensure our recruitment process is accessible for you. Please note requesting a reasonable adjustment will not affect your application. The Perks We aim to provide all our people with a supportive and fun work environment where you can develop your full potential and benefit from the broad range of opportunities within the agency. When you join us, we want to make sure you feel valued - and that you are rewarded for your fantastic work. So, we also offer a range of benefits: Flexi-leave, with 25 days annual leave to be taken as minimum. In addition to your holiday entitlement, the office usually closes between Christmas & New Year Free breakfast and free lunch Early finish Fridays Core Hours (Mon-Thurs, flexible start/finish times) Retail discounts Electric vehicle salary sacrifice car scheme Wellbeing programme, including Headspace & flu jabs Interest free season ticket loan Paid time off for Volunteering Group Income Protection Life Assurance Private Medical Insurance or Health Cash Plan (dependent on level) Group Personal Pension Plan with matched contributions from 3-6% Generous Parental Leave & Pay Independent mortgage advice Financial education Employee Assistance Programme Free eye tests Flexible benefits including Dental, Travel insurance, Cycle to Work, Gym Discounts and many more!
May 14, 2024
Full time
ABOUT US Initiative unlocks business growth for the world's most ambitious brands. We believe in the power of media to reshape our industry and orchestrate a brand's entire consumer experience, by balancing both what unites people and what makes them different. When brands unite people in culture, they build Fame, and when brands connect individuals to their unique journeys, they build customer Flow. Media responsibility is at the forefront of everything we do, w hether it's creating media plans that reflect the diversity of our communities, promote brand safety, and foster sustainability. Our agency celebrates diversity in an inclusive environment where all of our 6,000+ strong talent across 90+ markets feel seen, heard, and valued. Our vision is to create not only a better media company, but also a better media industry, and maybe even a better world. ROLE AND RESPONSIBILITIES You will develop a deep understanding of the client's business, their needs, expectations, and requirements and lead the contributing team members and partners in determining the best approach, deliverables, and tools to use. You will have the confidence and capability to outline the bones of a response to brief yourself and will have an understanding of which specialist crafts and skillset are needed to elevate the response. You will be the organizing force to ensure everything runs smoothly, end to end from scoping to reporting on results of key programmes. You will ensure that new challenges and requirements from the client are fully understood by the team, prioritized, and operationalized correctly and you will participate in solution development as the engagement evolves. Ensure consistent application and roll out of strategies across regions & local markets, as well as creating a feedback loop to share learnings. Track and manage progress with senior client and agency stakeholders, becoming a trusted adviser to the LEGO global clients and be regularly relied upon for your expertise and viewpoints Ensure both agency and clients are adhering to the agreed ways of working process, and manage relationships with LEGO partner agencies to ensure roles and responsibilities are followed. KEY RELATIONSHIPS Internally: with Global and Regional Initiative colleagues across strategy, analytics, audience planning and Comms Design, as well as with specialists within Kinesso and our IPG agency group. Externally: with key LEGO clients and 3 rd party agencies (consultancies) ABOUT YOU We're looking for a media/marketing generalist, who is able to lead cross-craft projects and form / deliver a POV Excellent analytical and problem-solving capabilities Strong communication skills - being able to communicate effectively with senior clients as well as agency teams Team player who is skilled in navigating a matrixed organization and aligning diverse stakeholder interests (managing your peers and up) Self-starter/entrepreneurial spirit/ motivator - Good at owning, structuring, and driving multiple parallel project assignments that routinely require independent judgement, trade-offs or prioritization Proactive and seeking out building relationships, able to connect with new and varied disciplines quickly Exceptional project management skills - exhibit strong follow-through and accountability, high attention to detail Interest to learn and represent multiple projects outside of your main area of expertise Positive and solution-oriented (glass half full) outlook Employee Transparency At Mediabrands and Kinesso, we celebrate difference and believe this makes us stronger. Mediabrands and Kinesso are equal opportunity employers and committed to championing an inclusive culture that provides a sense of belonging for all our employees. We do not discriminate against any applicant based on age, disability, race, colour, ethnicity, national origin, gender, sexual orientation, gender identity, religion, belief, marital status or any other characteristic protected by law. Please reach out to our Talent Inclusion Specialist Jess at if you would like to have a confidential conversation regarding any adjustments that would ensure our recruitment process is accessible for you. Please note requesting a reasonable adjustment will not affect your application. The Perks We aim to provide all our people with a supportive and fun work environment where you can develop your full potential and benefit from the broad range of opportunities within the agency. When you join us, we want to make sure you feel valued - and that you are rewarded for your fantastic work. So, we also offer a range of benefits: Flexi-leave, with 25 days annual leave to be taken as minimum. In addition to your holiday entitlement, the office usually closes between Christmas & New Year Free breakfast and free lunch Early finish Fridays Core Hours (Mon-Thurs, flexible start/finish times) Retail discounts Electric vehicle salary sacrifice car scheme Wellbeing programme, including Headspace & flu jabs Interest free season ticket loan Paid time off for Volunteering Group Income Protection Life Assurance Private Medical Insurance or Health Cash Plan (dependent on level) Group Personal Pension Plan with matched contributions from 3-6% Generous Parental Leave & Pay Independent mortgage advice Financial education Employee Assistance Programme Free eye tests Flexible benefits including Dental, Travel insurance, Cycle to Work, Gym Discounts and many more!
As a Recruitment Consultant at Finegreen, you will be at the front line of our business where your main focus is to manage and develop candidate and client relationships in order to generate business for the company. Key Role Responsibilities Candidate Management You are responsible for identifying, attracting and placing the best candidates for our clients vacancies. In addition you create opportunities for candidates who register with us. You ensure that all candidates receive high levels of service. Interviewing and registering candidates relevant to the business Develop and managing candidate pool to include: Attracting new candidates via networking Job Boards and Recommendations Maintaining relationships with both registered and placed candidates including placement administration and after care Searching internal database and online sites for suitable candidates to submit for vacancies Arranging interviews, preparing candidates for interview, taking and giving feedback Client Management You are responsible for continually generating new clients and developing a profitable portfolio of clients. You are an ambassador for the business - seen by your clients as a trusted adviser, you will take responsibility for ensuring service delivery is of a consistently high standard and in line with company expectations. Establish and maintain good relationships with clients through regular telephone contact, visits and reviews to ensure a quality service is provided at all times Business Generation You are responsible for identifying all potentially fillable vacancies within your remit. You use all the resources at your disposal to do this. You have a strong job fill rate ratio that clearly demonstrates your position as a market leader within your client base. You continually develop your skills to ensure that you perform at the highest levels in pursuit of your objectives. Meet set KPIs and business targets set out by the business Conduct proactive sales calls in order to introduce Finegreen services to prospective clients and maintain contact with existing clients Win new business Proactively market the brand and reputation of Finegreen Associates through networking and headhunting Keep in close contact with existing clients to keep abreast of their needs Generate leads from all possible sources Utilise networking systems to identify and capitalise on business opportunities Keep up-to-date with competitor activity and report back through the appropriate systems and processes Negotiate effectively with Clients resulting in a positive revenue stream for the business Actively participate in conferences, seminars and other appropriate business events, etc Recommend advertising strategies for assigned roles, and assist in the implementation of an advertising program for the assigned roles Essential Skills/Experience Graduate/previous recruitment experience/commercial or industry experience Proven ability to bill and/or win business Proficient in assessing customer needs Quality focused and target driven Excellent customer service, oral, written and presentation skills Strong negotiation skills, coupled with commercial acumen Financial awareness and mathematical skills in calculations, percentages, etc; Understanding of applicable computer systems, such as Microsoft Office, Outlook and function specific software We look forward to receiving your application.
May 14, 2024
Full time
As a Recruitment Consultant at Finegreen, you will be at the front line of our business where your main focus is to manage and develop candidate and client relationships in order to generate business for the company. Key Role Responsibilities Candidate Management You are responsible for identifying, attracting and placing the best candidates for our clients vacancies. In addition you create opportunities for candidates who register with us. You ensure that all candidates receive high levels of service. Interviewing and registering candidates relevant to the business Develop and managing candidate pool to include: Attracting new candidates via networking Job Boards and Recommendations Maintaining relationships with both registered and placed candidates including placement administration and after care Searching internal database and online sites for suitable candidates to submit for vacancies Arranging interviews, preparing candidates for interview, taking and giving feedback Client Management You are responsible for continually generating new clients and developing a profitable portfolio of clients. You are an ambassador for the business - seen by your clients as a trusted adviser, you will take responsibility for ensuring service delivery is of a consistently high standard and in line with company expectations. Establish and maintain good relationships with clients through regular telephone contact, visits and reviews to ensure a quality service is provided at all times Business Generation You are responsible for identifying all potentially fillable vacancies within your remit. You use all the resources at your disposal to do this. You have a strong job fill rate ratio that clearly demonstrates your position as a market leader within your client base. You continually develop your skills to ensure that you perform at the highest levels in pursuit of your objectives. Meet set KPIs and business targets set out by the business Conduct proactive sales calls in order to introduce Finegreen services to prospective clients and maintain contact with existing clients Win new business Proactively market the brand and reputation of Finegreen Associates through networking and headhunting Keep in close contact with existing clients to keep abreast of their needs Generate leads from all possible sources Utilise networking systems to identify and capitalise on business opportunities Keep up-to-date with competitor activity and report back through the appropriate systems and processes Negotiate effectively with Clients resulting in a positive revenue stream for the business Actively participate in conferences, seminars and other appropriate business events, etc Recommend advertising strategies for assigned roles, and assist in the implementation of an advertising program for the assigned roles Essential Skills/Experience Graduate/previous recruitment experience/commercial or industry experience Proven ability to bill and/or win business Proficient in assessing customer needs Quality focused and target driven Excellent customer service, oral, written and presentation skills Strong negotiation skills, coupled with commercial acumen Financial awareness and mathematical skills in calculations, percentages, etc; Understanding of applicable computer systems, such as Microsoft Office, Outlook and function specific software We look forward to receiving your application.
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients. This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one's success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan. The successful candidate will have at least 3 years' experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business. This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact. Role/Responsibilities/Experience Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all client/adviser-related activities and tasks in an efficient and accurate manner. Maintaining accurate records and ensuring uploading of information to Intelligent Office. Reply to clients and organising client meetings for the Advisers. Preparing review packs and pre-meeting materials. Please apply on-line or contact Cameron James for a full job description.
May 13, 2024
Full time
Our client A small Fim of Financial Planner and part or a wider group. Due to on-going success require a Wealth Planning Administrator on a part-time basis for their office in St Helen's. . The Wealth Planning Administrator will be an integral asset within the team, responsible for client and team support activities providing administrative support to four Financial Planners while acting as a key contact for clients. This is a role with wide ranging responsibilities requiring the successful onboarding of new clients and support in the management of existing clients. As a small team the role presents an opportunity to shape one's success, with the opportunity to progress a career in financial planning (Paraplanner) and contribute to multi-year growth plan. The successful candidate will have at least 3 years' experience working in an administrative/client services/IFA support role within an IFA/Wealth business. You must be knowledgeable of the administrative demands, processes and governance expected in financial advisory businesses. This role can also lead to promotion to a paraplanning role in time, this journey is dependent upon the success, aptitude and qualifications of the candidate, but also the requirements of the business. This person must exhibit demonstrable technical ability and be an effective communicator. Our clients are looking for a confident and highly motivated service-oriented individual who can hit the ground running and make an immediate positive impact. Role/Responsibilities/Experience Dealing with client/internal/third-parties queries efficiently. Client onboarding/offboarding Dealing with account opening, payments and valuation requests. Providing support with various ad-hoc business projects. Owning all client/adviser-related activities and tasks in an efficient and accurate manner. Maintaining accurate records and ensuring uploading of information to Intelligent Office. Reply to clients and organising client meetings for the Advisers. Preparing review packs and pre-meeting materials. Please apply on-line or contact Cameron James for a full job description.
Purpose of role: To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for National Friendly including the consolidation of subsidiaries and to have responsibility of the taxation requirements of the business. Key duties and responsibilities: Operational Prepare the consolidated statutory financial statements. Ensure full disclosure notes and supplementary commentaries are produced for all accounts. Advise on accounting treatment and disclosures to audit standard under FRS102 (UK GAAP). Review the monthly balance sheet reconciliations to ensure appropriate records are kept for the annual audit of accounts. Work with the finance team to ensure appropriately controlled processes are in place for Audit approval. Maintain relationships with key external parties i.e. Auditors, Tax Accountants, Regulators, Banking, Legal etc. Responsibility of taxation requirements of the business, communicating and coordinating with tax advisers where necessary. Implementation of Solvency II reporting and disclosure requirements. Support the maintenance of a robust financial internal control framework. Advising and maintenance of Financial Controls within Finance Processes Prepare the NFFS and NFSS Accounts on an annual basis ready for consolidation into the group accounts and for audit. Review monthly staff and pension payrolls Undertake regulatory and industry required reporting requirements i.e. RMAR, PRA, FCA, AFM etc. Ensure appropriate financial procedures, policies and controls are in place and effectively implemented to secure the assets of the business. Demonstrate the Societys values in dealings with colleagues and customers paying particular attention to the principles of Consumer Duty and acting with integrity. Undertake ad hoc analysis work as necessary. Provide absence cover for the Head of Finance. Qualifications & Skills: Professional accounting qualification (e.g., CPA, ACA, ACCA) or equivalent. Extensive experience in financial reporting and statutory accounts preparation. Solid understanding of accounting principles, reporting standards (e.g., IFRS or GAAP), and tax regulations. Proficiency in SUN accounting system or similar system is desirable JBRP1_UKTJ
May 13, 2024
Full time
Purpose of role: To provide the accurate preparation of statutory financial statements, disclosures and supplementary commentaries for National Friendly including the consolidation of subsidiaries and to have responsibility of the taxation requirements of the business. Key duties and responsibilities: Operational Prepare the consolidated statutory financial statements. Ensure full disclosure notes and supplementary commentaries are produced for all accounts. Advise on accounting treatment and disclosures to audit standard under FRS102 (UK GAAP). Review the monthly balance sheet reconciliations to ensure appropriate records are kept for the annual audit of accounts. Work with the finance team to ensure appropriately controlled processes are in place for Audit approval. Maintain relationships with key external parties i.e. Auditors, Tax Accountants, Regulators, Banking, Legal etc. Responsibility of taxation requirements of the business, communicating and coordinating with tax advisers where necessary. Implementation of Solvency II reporting and disclosure requirements. Support the maintenance of a robust financial internal control framework. Advising and maintenance of Financial Controls within Finance Processes Prepare the NFFS and NFSS Accounts on an annual basis ready for consolidation into the group accounts and for audit. Review monthly staff and pension payrolls Undertake regulatory and industry required reporting requirements i.e. RMAR, PRA, FCA, AFM etc. Ensure appropriate financial procedures, policies and controls are in place and effectively implemented to secure the assets of the business. Demonstrate the Societys values in dealings with colleagues and customers paying particular attention to the principles of Consumer Duty and acting with integrity. Undertake ad hoc analysis work as necessary. Provide absence cover for the Head of Finance. Qualifications & Skills: Professional accounting qualification (e.g., CPA, ACA, ACCA) or equivalent. Extensive experience in financial reporting and statutory accounts preparation. Solid understanding of accounting principles, reporting standards (e.g., IFRS or GAAP), and tax regulations. Proficiency in SUN accounting system or similar system is desirable JBRP1_UKTJ
Only 6 months of experience required or no experience but with some industry exams completed. Full Study Support Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category with over £1m of assets to invest. This business has a team of 10+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering. Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Financial Administrator who can administer all the necessary client services and back-office administration from start to finish on behalf of a team of advisers. The business has recently joined a larger network and there is plenty of administrative work to be done. You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The role will be office based to begin with but then you can WFH a few days a week. If you are sitting any exams towards your level 4 diploma, a package of study support will be given to you. The Directors places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Our client is looking to offer c.£30,000 - £35,000 basic salary plus a comprehensive study support package and bonus. Are you looking for supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this Financial Planning Administrator position could be perfect for you. If this role sounds of interest or any other roles, I am working on please contact Sam at Financial Divisions
May 13, 2024
Full time
Only 6 months of experience required or no experience but with some industry exams completed. Full Study Support Our client is a wealth planning business with offices in Watford who have been operating for over 15 years have an excellent reputation providing very solid financial advice to City professionals, families, business owners retirees and accumulators. Many fall into the HNW category with over £1m of assets to invest. This business has a team of 10+ Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering. Due to an increase in incoming business and their current clients requiring more regular reviews, a vacancy has come available for a brand-new Financial Administrator who can administer all the necessary client services and back-office administration from start to finish on behalf of a team of advisers. The business has recently joined a larger network and there is plenty of administrative work to be done. You will be speaking to providers, processing new business and all other necessary work to maintain a smooth administrative back-office operation. The role will be office based to begin with but then you can WFH a few days a week. If you are sitting any exams towards your level 4 diploma, a package of study support will be given to you. The Directors places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Our client is looking to offer c.£30,000 - £35,000 basic salary plus a comprehensive study support package and bonus. Are you looking for supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some fun along the way then this Financial Planning Administrator position could be perfect for you. If this role sounds of interest or any other roles, I am working on please contact Sam at Financial Divisions
NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Senior Corporate Administrator to join their dynamic and buoyant organisation. Working from the office based in Wolverhampton, the successful candidate will provide support to the Head of Corporate Administration, Administration Managers, Team Managers and the rest of their team, in delivering a comprehensive service to clients. Following compliance guidelines and internal administration procedures at all times, you will need to ensure that you complete tasks in an efficient, timely and professional manner. Responsibilities: " To support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members " To maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times " To maintain and develop relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times " Providing general office duties, such as, but not limited to; o Answering the telephones in a professional manner, conforming to Company standards o To be responsible for the opening, scanning and distributing the post working within the company timescales o Ensuring all scanning of hard copy files is completed accurately/readable o Shredding documents as and when required " To liaise with corporate/wealth clients by telephone, in person (as appropriate) and in writing " To liaise with product providers and any third parties as appropriate " To prepare new business applications in accordance with the Company's standard procedures and compliance guidelines " To process all new business applications in a timely manner and in line with internal procedures and compliance guidelines " To provide clients with timely and accurate information " To prepare and compile client meeting packs for corporate client pension clinics containing documentation such as, but not limited to, valuations, policy summary's, forms for the Adviser to use at client meetings. " To attend and actively contribute to team meetings to discuss projects for corporate clients and day to day team issues " To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required " Work with team members to ensure a 'team approach' in delivering a good service to all clients " To carry out any other reasonable duties as requested by line management or directors. " To provide cover and carry out duties for other Administrators in the team, in their absence. " To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them. " To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner, in line with administration procedures " To issue signed letters of authority to providers and obtain standard policy information " Assist with compiling reports on various maters as appropriate " To assist in training the more junior (or new) team members in administration procedures and provide an understanding of internal compliance guidelines " To support your Team Manager as requried on urgent tasks or requests " To attend (as required) meetings with clients and third parties " To coach and assist your junior colleagues in the team as appropriate " Deal with member movements in Pension and Medical schemes to include leavers, starters, transfers, retirements and deaths as appropriate " To prepare and upload contribution files for Pension schemes as appropriate " To renew (and where applicable rebroke) all Pension and Medical schemes in a timely manner annually as appropriate " Assist with periodic reviews of the various Pension and Medical schemes at the clients or internal request " To peer review the work of more junior colleagues in the team as required " To take ownership of report writing both compiling and checking as required Experience/Skills Required: " Demonstrate varied experience in an Financial Services Administration role " Computer literate in Microsoft Office and other applications " Excellent communication skills both written and verbal " Excellent attendance and punctuality " Client Centric in approach " Organised and highly motivated " Good levels Industry knowledge (preferred but not essential) " Good attention to detail " Accurate data entry and record keeping skills " Willingness to study towards professional qualifications (preferred but not essential) NJR 14515
May 13, 2024
Full time
NJR Recruitment are delighted to be recruiting for one of the UK's leading firms of Independent Financial Advisers who are expanding their business and are seeking a Senior Corporate Administrator to join their dynamic and buoyant organisation. Working from the office based in Wolverhampton, the successful candidate will provide support to the Head of Corporate Administration, Administration Managers, Team Managers and the rest of their team, in delivering a comprehensive service to clients. Following compliance guidelines and internal administration procedures at all times, you will need to ensure that you complete tasks in an efficient, timely and professional manner. Responsibilities: " To support the hybrid advisers in the corporate team to provide a high-class administration service for corporate/wealth clients and scheme members " To maintain detailed data records on all corporate/wealth clients and scheme members ensuring they are kept up to date at all times " To maintain and develop relationships and contacts with corporate/wealth clients/providers to ensure a professional service at all times " Providing general office duties, such as, but not limited to; o Answering the telephones in a professional manner, conforming to Company standards o To be responsible for the opening, scanning and distributing the post working within the company timescales o Ensuring all scanning of hard copy files is completed accurately/readable o Shredding documents as and when required " To liaise with corporate/wealth clients by telephone, in person (as appropriate) and in writing " To liaise with product providers and any third parties as appropriate " To prepare new business applications in accordance with the Company's standard procedures and compliance guidelines " To process all new business applications in a timely manner and in line with internal procedures and compliance guidelines " To provide clients with timely and accurate information " To prepare and compile client meeting packs for corporate client pension clinics containing documentation such as, but not limited to, valuations, policy summary's, forms for the Adviser to use at client meetings. " To attend and actively contribute to team meetings to discuss projects for corporate clients and day to day team issues " To operate within and conform to the Company's existing and continually developing operating systems and procedures and contribute to their further development where required " Work with team members to ensure a 'team approach' in delivering a good service to all clients " To carry out any other reasonable duties as requested by line management or directors. " To provide cover and carry out duties for other Administrators in the team, in their absence. " To report any compliance issues or suspected compliance breaches to the Compliance Manager as soon as they are made aware of them. " To operate and manage an effective diary within Intelligent Office to ensure that all activities are planned for and carried out in a timely manner, in line with administration procedures " To issue signed letters of authority to providers and obtain standard policy information " Assist with compiling reports on various maters as appropriate " To assist in training the more junior (or new) team members in administration procedures and provide an understanding of internal compliance guidelines " To support your Team Manager as requried on urgent tasks or requests " To attend (as required) meetings with clients and third parties " To coach and assist your junior colleagues in the team as appropriate " Deal with member movements in Pension and Medical schemes to include leavers, starters, transfers, retirements and deaths as appropriate " To prepare and upload contribution files for Pension schemes as appropriate " To renew (and where applicable rebroke) all Pension and Medical schemes in a timely manner annually as appropriate " Assist with periodic reviews of the various Pension and Medical schemes at the clients or internal request " To peer review the work of more junior colleagues in the team as required " To take ownership of report writing both compiling and checking as required Experience/Skills Required: " Demonstrate varied experience in an Financial Services Administration role " Computer literate in Microsoft Office and other applications " Excellent communication skills both written and verbal " Excellent attendance and punctuality " Client Centric in approach " Organised and highly motivated " Good levels Industry knowledge (preferred but not essential) " Good attention to detail " Accurate data entry and record keeping skills " Willingness to study towards professional qualifications (preferred but not essential) NJR 14515
Administrator An exciting opportunity has arisen for a Part-Time Administrator/Customer experience person to join this busy, Woodbridge based, team in the financial services sector. This is a customer facing role, supporting the new clients through the onboarding process, also maintaining relationships and supporting the team with the growth of existing business. As the Customer Experience administrator, you will be partly responsible for maintaining the website and digital presence, helping to manage the distribution of marketing materials and evaluate ongoing marketing campaigns. Offering flexible part-time hours to suit the right person. Salary of £23-28,000 p/a pro rata, depending on experience, plus company pension and bonus scheme. The person: Previous experience in a marketing/support role, ideally in financial services or related sector and sound knowledge of marketing strategies is desirable. Administrative and IT skills The ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You will have exceptional communication skills and be highly organised with an excellent eye for detail. You will have strong problem-solving skills, be a confident decision maker and able to work with little or no supervision. Key responsibilities for the customer experience administrator: Helping clients to better understand the full potential of products and act as liaison between the client and adviser. Build relationships and establish yourself as a point of contact within the business. Support new clients during the onboarding process and assisting with day-to-day account enquiries. Assisting in the analysis and preparation of recommendations made by advisers. Assisting the Advisers to prepare for client meetings. Responsible for delivering, promoting and enhancing the business's client-facing strategy and one-to-one interactions with clients. Develop and implement marketing plans to strengthen the relationship with existing clients and attract prospective new clients. Support end-to-end management of client events as well as liaising and organising presentations and prospect management.
May 13, 2024
Full time
Administrator An exciting opportunity has arisen for a Part-Time Administrator/Customer experience person to join this busy, Woodbridge based, team in the financial services sector. This is a customer facing role, supporting the new clients through the onboarding process, also maintaining relationships and supporting the team with the growth of existing business. As the Customer Experience administrator, you will be partly responsible for maintaining the website and digital presence, helping to manage the distribution of marketing materials and evaluate ongoing marketing campaigns. Offering flexible part-time hours to suit the right person. Salary of £23-28,000 p/a pro rata, depending on experience, plus company pension and bonus scheme. The person: Previous experience in a marketing/support role, ideally in financial services or related sector and sound knowledge of marketing strategies is desirable. Administrative and IT skills The ability to perform well under pressure whilst maintaining a high level of accuracy throughout your work. You will have exceptional communication skills and be highly organised with an excellent eye for detail. You will have strong problem-solving skills, be a confident decision maker and able to work with little or no supervision. Key responsibilities for the customer experience administrator: Helping clients to better understand the full potential of products and act as liaison between the client and adviser. Build relationships and establish yourself as a point of contact within the business. Support new clients during the onboarding process and assisting with day-to-day account enquiries. Assisting in the analysis and preparation of recommendations made by advisers. Assisting the Advisers to prepare for client meetings. Responsible for delivering, promoting and enhancing the business's client-facing strategy and one-to-one interactions with clients. Develop and implement marketing plans to strengthen the relationship with existing clients and attract prospective new clients. Support end-to-end management of client events as well as liaising and organising presentations and prospect management.
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
May 13, 2024
Full time
The opportunity for a brilliant Financial Planning Administrator to join an IFA who provide a personal, independent and bespoke wealth management service to high net worth clients. The firm has a fantastic reputation and offers exceptional study support to sustain their Chartered status. They are looking for someone who wants to become a Paraplanner in an independent environment with good career prospects. Responsibilities: Assisting with preparing documents for the Paraplanners and Financial Advisers, covering new business and existing client reviews Provide high quality service to clients over the phone, by email and via post, in a time-efficient manner Liaise with providers and other third parties, to obtain any information that may be needed Skills: In order to be considered for this unique opportunity, candidates need to have - Previous experience within a Financial Planning role Professional communication manner, both written and verbally Any Financial Services qualifications are desired
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly review DB pension transfer cases, as such they are ideally seeking individuals experienced in Defined Benefit Transfer advice. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) Ideally, you should have first-hand experience of working on DB pension cases The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of £45,000 - £52,000 Flexible working provided with at least once a week in the office (potential to consider once a month for the right individual) Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
May 13, 2024
Full time
This Paraplanner Team Leader job in Farnborough provides the opportunity for you to actively support the Paraplanner Manager through managing the team on a day-to-day basis As Paraplanner Team Leader, circa 60% of your function will be managing the pipeline and progressing cases, flagging potential concerns, mentoring Trainee Paraplanners, managing quality of work and leading from the front In addition, 40% of your role will be undertaking paraplanning duties of reviewing fact-finds, challenging the Financial Advisers where appropriate, undertaking research, tax calculations and illustrations. Plus, you would prepare draft suitability reports for approval by the Financial Advisor You and your team will regularly review DB pension transfer cases, as such they are ideally seeking individuals experienced in Defined Benefit Transfer advice. Paraplanner Team Leader Requirements You must hold Level 4 Diploma in Financial Planning or equivalent You must have experience as a Paraplanner with a wide range of skills and knowledge You should have successfully mentored and developed individuals (ideally within Financial Services) Ideally, you should have first-hand experience of working on DB pension cases The Company This multi-award winning, people focused business is a well-respected Independent Financial Advice firm. Based in Farnborough, they have a relaxed working environment and offer a place of work where your career ambitions can be realised, proven by their existing team members success. Paraplanner Benefits Salary of £45,000 - £52,000 Flexible working provided with at least once a week in the office (potential to consider once a month for the right individual) Plus, company benefits include 25 days holiday plus bank holidays, 6% employer and 3% employee pension contribution, 4x life assurance, PMI, income protection and critical illness plus many more! Regular charity initiatives, including 1-day annual allowance for charity work Locations Farnborough Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information. JBRP1_UKTJ
Are you looking for a career move that will put you at the heart of a global financial institution? This role requires a pragmatic, proactive lawyer with thorough understanding of the business, combined with a solid conceptual / practical grounding in the applicable laws and regulations. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview We are responsible for providing legal guidance and thought leadership to the Wealth Capital Markets Business. The Wealth Capital Markets Business covers a broad range of investment products including cash securities trading; OTC derivatives; exchange traded derivatives; and structured products, across all major asset classes. What you'll do The overall objective of this role is to provide legal support, advice, and guidance to the Wealth Capital Markets Business and, as required, the CPB Business more generally. The role will be the lead day-to-day contact for transactional and regulatory matters relating to derivatives products. Provide legal counsel on OTC and exchange-traded derivative products from a transactional and regulatory perspective; Reviewing and drafting templates and bespoke agreements, and negotiating client and counterparty documentation. Responsible for advising on netting and collateral enforceability and eligibility Collaborate with internal stakeholders and with external advisers to interpret and implement new regulation and revisions. Objectively evaluates Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate; Participates in CPB and Wealth Capital Markets planning and development initiatives, such as new product proposals; contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations; The role also requires participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business What we'll need from you Extensive post-qualification experience, with expertise in derivative transactions and a sound understanding of other types of Capital Markets products and the applicable regulatory framework; Banking or financial industry experience, including laws related to banking regulations is beneficial. Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business (including MiFID/MiFIR, EMIR, CFTC and Dodd Frank rules as they relate to Capital Markets products); Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions; Effective communication and negotiation skills and ability to build and maintain trusted relationships; Bar license/practicing certificate in good standing to practice law. Juris Doctorate/LLB or equivalent law degree or post-graduate qualification. What we can offer you We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. Job Family Group: Legal Senior Lead Counsel Are you looking for a career move that will put you at the heart of a global financial institution? This role requires a pragmatic, proactive lawyer with thorough understanding of the business, combined with a solid conceptual / practical grounding in the applicable laws and regulations. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview We are responsible for providing legal guidance and thought leadership to the Wealth Capital Markets Business. The Wealth Capital Markets Business covers a broad range of investment products including cash securities trading; OTC derivatives; exchange traded derivatives; and structured products, across all major asset classes. What you'll do The overall objective of this role is to provide legal support, advice, and guidance to the Wealth Capital Markets Business and, as required, the CPB Business more generally. The role will be the lead day-to-day contact for transactional and regulatory matters relating to derivatives products. Provide legal counsel on OTC and exchange-traded derivative products from a transactional and regulatory perspective; Reviewing and drafting templates and bespoke agreements, and negotiating client and counterparty documentation. Responsible for advising on netting and collateral enforceability and eligibility Collaborate with internal stakeholders and with external advisers to interpret and implement new regulation and revisions. Objectively evaluates Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate; Participates in CPB and Wealth Capital Markets planning and development initiatives, such as new product proposals; contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations; The role also requires participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business What we'll need from you Extensive post-qualification experience, with expertise in derivative transactions and a sound understanding of other types of Capital Markets products and the applicable regulatory framework; Banking or financial industry experience, including laws related to banking regulations is beneficial. Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business (including MiFID/MiFIR, EMIR, CFTC and Dodd Frank rules as they relate to Capital Markets products); Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions; Effective communication and negotiation skills and ability to build and maintain trusted relationships; Bar license/practicing certificate in good standing to practice law. Juris Doctorate/LLB or equivalent law degree or post-graduate qualification. What we can offer you We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day . click apply for full job details
May 13, 2024
Full time
Are you looking for a career move that will put you at the heart of a global financial institution? This role requires a pragmatic, proactive lawyer with thorough understanding of the business, combined with a solid conceptual / practical grounding in the applicable laws and regulations. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview We are responsible for providing legal guidance and thought leadership to the Wealth Capital Markets Business. The Wealth Capital Markets Business covers a broad range of investment products including cash securities trading; OTC derivatives; exchange traded derivatives; and structured products, across all major asset classes. What you'll do The overall objective of this role is to provide legal support, advice, and guidance to the Wealth Capital Markets Business and, as required, the CPB Business more generally. The role will be the lead day-to-day contact for transactional and regulatory matters relating to derivatives products. Provide legal counsel on OTC and exchange-traded derivative products from a transactional and regulatory perspective; Reviewing and drafting templates and bespoke agreements, and negotiating client and counterparty documentation. Responsible for advising on netting and collateral enforceability and eligibility Collaborate with internal stakeholders and with external advisers to interpret and implement new regulation and revisions. Objectively evaluates Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate; Participates in CPB and Wealth Capital Markets planning and development initiatives, such as new product proposals; contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations; The role also requires participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business What we'll need from you Extensive post-qualification experience, with expertise in derivative transactions and a sound understanding of other types of Capital Markets products and the applicable regulatory framework; Banking or financial industry experience, including laws related to banking regulations is beneficial. Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business (including MiFID/MiFIR, EMIR, CFTC and Dodd Frank rules as they relate to Capital Markets products); Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions; Effective communication and negotiation skills and ability to build and maintain trusted relationships; Bar license/practicing certificate in good standing to practice law. Juris Doctorate/LLB or equivalent law degree or post-graduate qualification. What we can offer you We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day. We want the best talent around the world to be energized to join us, motivated to stay, and empowered to thrive. Sounds like Citi has everything you need? Then apply to discover the true extent of your capabilities. Job Family Group: Legal Senior Lead Counsel Are you looking for a career move that will put you at the heart of a global financial institution? This role requires a pragmatic, proactive lawyer with thorough understanding of the business, combined with a solid conceptual / practical grounding in the applicable laws and regulations. Provides input into strategic decisions, exercising sound legal judgement to develop proactive, risk-appropriate, and commercially practical business-oriented solutions. By Joining Citi, you will become part of a global organisation whose mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. Team/Role Overview We are responsible for providing legal guidance and thought leadership to the Wealth Capital Markets Business. The Wealth Capital Markets Business covers a broad range of investment products including cash securities trading; OTC derivatives; exchange traded derivatives; and structured products, across all major asset classes. What you'll do The overall objective of this role is to provide legal support, advice, and guidance to the Wealth Capital Markets Business and, as required, the CPB Business more generally. The role will be the lead day-to-day contact for transactional and regulatory matters relating to derivatives products. Provide legal counsel on OTC and exchange-traded derivative products from a transactional and regulatory perspective; Reviewing and drafting templates and bespoke agreements, and negotiating client and counterparty documentation. Responsible for advising on netting and collateral enforceability and eligibility Collaborate with internal stakeholders and with external advisers to interpret and implement new regulation and revisions. Objectively evaluates Business proposals by applying institutional knowledge and risk appetite against industry standards, widely accepted business practices, laws, rules, and regulatory guidelines, escalating as appropriate; Participates in CPB and Wealth Capital Markets planning and development initiatives, such as new product proposals; contribute to business objectives by providing thought leadership using knowledge of industry, laws, and regulations; The role also requires participating in strategic initiatives, providing subject matter expertise and interpretations of relevant laws, rules, regulations, and industry practices, and advising business management on legal matters impacting the business What we'll need from you Extensive post-qualification experience, with expertise in derivative transactions and a sound understanding of other types of Capital Markets products and the applicable regulatory framework; Banking or financial industry experience, including laws related to banking regulations is beneficial. Knowledge of international laws, regulations and practices while staying abreast of regulatory and legal environment, internal policies and industry trends that impact the business (including MiFID/MiFIR, EMIR, CFTC and Dodd Frank rules as they relate to Capital Markets products); Experience with complex deals, demonstrated ability to analyze issues and develop legal solutions; Effective communication and negotiation skills and ability to build and maintain trusted relationships; Bar license/practicing certificate in good standing to practice law. Juris Doctorate/LLB or equivalent law degree or post-graduate qualification. What we can offer you We work hard to have a positive financial and social impact on the communities we serve. In turn, we put our employees first and provide the best-in-class benefits they need to be well, live well and save well. By joining Citi Belfast, you will not only be part of a business casual workplace with a hybrid working model (up to 2 days working at home per week), but also receive a competitive base salary (which is annually reviewed), and enjoy a whole host of additional benefits such as: Generous holiday allowance starting at 27 days plus bank holidays; increasing with tenure A discretional annual performance related bonus Private medical insurance packages to suit your personal circumstances Employee Assistance Program Pension Plan Paid Parental Leave Special discounts for employees, family, and friends Access to an array of learning and development resources Alongside these benefits Citi is committed to ensuring our workplace is where everyone feels comfortable coming to work as their whole self every day . click apply for full job details
We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available. We have big growth plans with multiple opportunities available across a variety of teams and inductions will take place for these roles fortnightly. Working in our Exchange Quay, Manchester office day to day responsibilities include processing customer requests, handling financial transactions, producing letters and emails, working efficiently with our internal systems and maintaining accurate records on our databases and resolving customer queries via phone and email. Knowledge & Experience: You will have a minimum of 5 GCSE's grades 9-4 (A -C) or equivalent including Maths and English. Excellent numerical ability Strong communication skills, both written and verbal. Competent IT skills including experience working with Excel Ability to work to deadlines and under pressure, at times unsupervised Experience of financial services, or a keen interest in it, is desirable About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years. There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package. There is an active programme of social events throughout the year, which are open to all employees. In return we will provide all the training and support you need to develop within your role. In return for your hard work you will receive: Starting salary £24,000 - £26,000 (DOE) Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays Holiday buy/sell scheme Hybrid working policy (after initial training period) Casual dress code Discretionary bi-annual bonus Contributory pension scheme Healthcare Cash Plan Buy as you earn share scheme Free annual shares scheme Paid study support for qualifications Enhanced maternity/paternity scheme from day one Bike loan Season ticket loan portal Discounted PMI and Dental On-site gym and personal trainer led classes Paid volunteering opportunities Free social events and more AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
May 13, 2024
Full time
We are now looking to recruit hardworking, articulate individuals to join our Client Servicing Administration teams where you will play a key role in providing our award-winning service to our customers. For hard working individuals, there are excellent career development opportunities available. We have big growth plans with multiple opportunities available across a variety of teams and inductions will take place for these roles fortnightly. Working in our Exchange Quay, Manchester office day to day responsibilities include processing customer requests, handling financial transactions, producing letters and emails, working efficiently with our internal systems and maintaining accurate records on our databases and resolving customer queries via phone and email. Knowledge & Experience: You will have a minimum of 5 GCSE's grades 9-4 (A -C) or equivalent including Maths and English. Excellent numerical ability Strong communication skills, both written and verbal. Competent IT skills including experience working with Excel Ability to work to deadlines and under pressure, at times unsupervised Experience of financial services, or a keen interest in it, is desirable About us: AJ Bell is one of the fastest-growing investment platform businesses in the UK offering an award-winning range of solutions that caters for everyone, from professional financial advisers, to DIY investors with little to no experience. We have over 503,000 customers using our award-winning platform propositions to manage assets totalling more than £80.3 billion. Our customers trust us with their investments, and by continuously striving to make investing easier, we aim to help even more people take control of their financial futures. Having listed on the Main Market of the London Stock Exchange in December 2018, AJ Bell is now a FTSE 250 company. Headquartered in Manchester with offices in central London and Bristol, we now have over 1300 employees and have been named one of the UK's 'Best 100 Companies to Work For' for six consecutive years. There are opportunities for growth and professional development for employees wanting to progress within their career including induction training and our study support scheme which is part of our benefits package. There is an active programme of social events throughout the year, which are open to all employees. In return we will provide all the training and support you need to develop within your role. In return for your hard work you will receive: Starting salary £24,000 - £26,000 (DOE) Generous holiday allowance of 25 days, increasing up to 31 days with service, plus bank holidays Holiday buy/sell scheme Hybrid working policy (after initial training period) Casual dress code Discretionary bi-annual bonus Contributory pension scheme Healthcare Cash Plan Buy as you earn share scheme Free annual shares scheme Paid study support for qualifications Enhanced maternity/paternity scheme from day one Bike loan Season ticket loan portal Discounted PMI and Dental On-site gym and personal trainer led classes Paid volunteering opportunities Free social events and more AJ Bell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants and all employees are empowered to bring their whole self to work. We do not discriminate on the basis of race, sex, gender identity, sexual orientation, age, pregnancy, religion, physical and mental disability, marital status and any other characteristics protected by the Equality Act 2010. All decisions to hire are based on qualifications, merit and business need.
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. Overview Are you passionate about emerging technology, cyber, change, and risk management in the financial services sector? We are. Our world is ever more complex, interconnected, and reliant on technology and data to do business. While the digital opportunities for organisations are endless, the risks are becoming increasingly more complex to manage. RSM's global Technology Risk Assurance (TRA) practice provides assurance, advice, and solutions to enable our clients to manage their digital risk and move forward with confidence. Our local client portfolio in the North of England includes some of the most interesting and prestigious organisations that operate within the financial services (e.g. Fintech, insurance, building societies), corporates (e.g. technology, manufacturing and automotive) and the public sector (e.g. healthcare, social housing, education and local / central government). Our team thrives as their responsibilities are diverse, challenging, and purposeful. We regularly work alongside other RSM teams (UK and International) including, Tax, Internal Audit, Corporate Finance, Consulting, and External Audit to help our clients address their most complex business challenges. Overall job purpose No career pathway in your current role? You won't stand still in TRA. You'll work with some of the brightest minds in this field and be a valued member of a diverse and inclusive TRA team. Your role is to add value - we'll consider all flexible working arrangements too. You'll be advising our clients on strategy and risks associated with areas such as cyber and data privacy, change programmes and transformations, third party and cloud, operational resilience, mergers and acquisitions, controls and compliance, and emerging technology (e.g. artificial intelligence, Blockchain and robotics). You'll benefit from ongoing coaching, career mentoring, and be supported by the TRA career pathway that was launched in 2021. This provides you with an opportunity to continue to develop market leading skills across our different capabilities and advance your professional development by undertaking certifications such as CISA, CISM, CIPM, CISSP, CCSP, CHECK, CREST and AWS certification. You'll be able to take your career in any direction by choosing to either specialise, or gain wide ranging skills by working across a range of industry sectors and TRA capabilities. Responsibilities There's never been a more exciting time to join us. As a TRA Associate Director you'll be: Helping your clients develop their digital strategy by leading teams that provide specialist risk assurance and advice. Staying current with the latest technology trends, leading risk management practices, and industry sector issues. Responsible for leading a TRA client portfolio in conjunction with the Partners to ensure our work adds value and is delivered timely and profitably. Responsible for the ongoing management of your client portfolio, including the development of plans and quality assurance of all aspects of the work and reporting. Performing risk management processes and developing commercial arrangements. Leading and coaching high performing teams, resource management, recruitment, and development for team members. You'll make quality time and take an interest in your team. Shaping our future by leading innovation streams that build future products, services, and solutions. Representing RSM in external meetings, including attendance at client workshops, audit committees, and regional networking events. Leading our efforts on local Corporate Social Responsible (CSR) initiatives. Building trusted relationships with senior client stakeholders, and identifying opportunities where we could assist them. Developing proposals that demonstrate our capability to meet new and existing client needs. Meeting agreed business development targets. Requirements for the role You'll make decisions and take actions that are based on our values and will deliver purposeful impact where it counts. To be successful in this role you'll be: Passionate to continue your career in technology, cyber, risk management, and partner with clients. Business and commercial minded in your approach. Motivated to lead with purpose, innovate, and make a genuine lasting impact. Able to offer a strong and compelling view of technology and risk management. Self organised and able to manage your time effectively to prioritise and achieve deadlines in a fast-paced environment. Confident with excellent written, oral communication, and presentation skills. An active listener and proactive in taking action; Able to work autonomously, pro-actively, and effectively with a variety of internal and external stakeholders. Have demonstrable experience in identifying opportunities to partner with clients and successfully deliver these. Personal and professional qualities Professionally qualified and able to demonstrate expertise in a specialist field. Relevant experience within a technology, cyber, audit, and/or risk management role. Digitally literate and able to use tools such as Microsoft Office 365. In depth understanding of technology trends and industry sector issues. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
May 13, 2024
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. Overview Are you passionate about emerging technology, cyber, change, and risk management in the financial services sector? We are. Our world is ever more complex, interconnected, and reliant on technology and data to do business. While the digital opportunities for organisations are endless, the risks are becoming increasingly more complex to manage. RSM's global Technology Risk Assurance (TRA) practice provides assurance, advice, and solutions to enable our clients to manage their digital risk and move forward with confidence. Our local client portfolio in the North of England includes some of the most interesting and prestigious organisations that operate within the financial services (e.g. Fintech, insurance, building societies), corporates (e.g. technology, manufacturing and automotive) and the public sector (e.g. healthcare, social housing, education and local / central government). Our team thrives as their responsibilities are diverse, challenging, and purposeful. We regularly work alongside other RSM teams (UK and International) including, Tax, Internal Audit, Corporate Finance, Consulting, and External Audit to help our clients address their most complex business challenges. Overall job purpose No career pathway in your current role? You won't stand still in TRA. You'll work with some of the brightest minds in this field and be a valued member of a diverse and inclusive TRA team. Your role is to add value - we'll consider all flexible working arrangements too. You'll be advising our clients on strategy and risks associated with areas such as cyber and data privacy, change programmes and transformations, third party and cloud, operational resilience, mergers and acquisitions, controls and compliance, and emerging technology (e.g. artificial intelligence, Blockchain and robotics). You'll benefit from ongoing coaching, career mentoring, and be supported by the TRA career pathway that was launched in 2021. This provides you with an opportunity to continue to develop market leading skills across our different capabilities and advance your professional development by undertaking certifications such as CISA, CISM, CIPM, CISSP, CCSP, CHECK, CREST and AWS certification. You'll be able to take your career in any direction by choosing to either specialise, or gain wide ranging skills by working across a range of industry sectors and TRA capabilities. Responsibilities There's never been a more exciting time to join us. As a TRA Associate Director you'll be: Helping your clients develop their digital strategy by leading teams that provide specialist risk assurance and advice. Staying current with the latest technology trends, leading risk management practices, and industry sector issues. Responsible for leading a TRA client portfolio in conjunction with the Partners to ensure our work adds value and is delivered timely and profitably. Responsible for the ongoing management of your client portfolio, including the development of plans and quality assurance of all aspects of the work and reporting. Performing risk management processes and developing commercial arrangements. Leading and coaching high performing teams, resource management, recruitment, and development for team members. You'll make quality time and take an interest in your team. Shaping our future by leading innovation streams that build future products, services, and solutions. Representing RSM in external meetings, including attendance at client workshops, audit committees, and regional networking events. Leading our efforts on local Corporate Social Responsible (CSR) initiatives. Building trusted relationships with senior client stakeholders, and identifying opportunities where we could assist them. Developing proposals that demonstrate our capability to meet new and existing client needs. Meeting agreed business development targets. Requirements for the role You'll make decisions and take actions that are based on our values and will deliver purposeful impact where it counts. To be successful in this role you'll be: Passionate to continue your career in technology, cyber, risk management, and partner with clients. Business and commercial minded in your approach. Motivated to lead with purpose, innovate, and make a genuine lasting impact. Able to offer a strong and compelling view of technology and risk management. Self organised and able to manage your time effectively to prioritise and achieve deadlines in a fast-paced environment. Confident with excellent written, oral communication, and presentation skills. An active listener and proactive in taking action; Able to work autonomously, pro-actively, and effectively with a variety of internal and external stakeholders. Have demonstrable experience in identifying opportunities to partner with clients and successfully deliver these. Personal and professional qualities Professionally qualified and able to demonstrate expertise in a specialist field. Relevant experience within a technology, cyber, audit, and/or risk management role. Digitally literate and able to use tools such as Microsoft Office 365. In depth understanding of technology trends and industry sector issues. Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
Get Staffed Online Recruitment Limited
Stockport, Cheshire
Business Administrator Apprentice - Level 3 Do you want to learn all aspects of the Mortgage industry and develop new knowledge and skills to progress within this as a career, look no further! This is a growing business with clients UK wide who are looking for someone to work from the ground up to become an integral part of the business. About our client: They have been offering their services as Mortgage Advisers and Insurance Agents for over 30 years. After 10 years as a Financial Adviser, their founder formed this company having decided that he wanted to concentrate solely on mortgage-related business. The business started in 1992 and has been thriving ever since. The role: Possible start date: 01.06.2024 Monday to Friday; 9:30am to 5pm Total working hours: 37.5 What you will do in your working day: The job will entail helping their Administrator and Mortgage Advisers with the day-to-day administration of Mortgage applications. Creating and sending out correspondence and reviews to clients using the service. Corresponding with banks and solicitors. Using telephone, writing emails, and general administration duties. The training you will receive: Level 3 Business Administration qualification. All training is undertaken online, through a combination of self-paced eLearning and live online classes. Functional skills in English and Mathematics, if required. Prospects: There is an opportunity for the right candidate to progress and train as a Mortgage Adviser following the apprenticeship. Things to consider: Please note the office is based at the employer's home. Qualifications required: GCSE or equivalent English (Grade A - C 9/4) - Desired GCSE or equivalent Mathematics (Grade A - C 9/4) - Desired Personal Skills required: Communication skills IT skills Attention to detail Organisation skills Customer care skills Problem solving skills Presentation skills Administrative skills Number skills Team working Initiative Patience The apprenticeship: Qualification: Business Administration Level 3 Duration: 15 months
May 13, 2024
Full time
Business Administrator Apprentice - Level 3 Do you want to learn all aspects of the Mortgage industry and develop new knowledge and skills to progress within this as a career, look no further! This is a growing business with clients UK wide who are looking for someone to work from the ground up to become an integral part of the business. About our client: They have been offering their services as Mortgage Advisers and Insurance Agents for over 30 years. After 10 years as a Financial Adviser, their founder formed this company having decided that he wanted to concentrate solely on mortgage-related business. The business started in 1992 and has been thriving ever since. The role: Possible start date: 01.06.2024 Monday to Friday; 9:30am to 5pm Total working hours: 37.5 What you will do in your working day: The job will entail helping their Administrator and Mortgage Advisers with the day-to-day administration of Mortgage applications. Creating and sending out correspondence and reviews to clients using the service. Corresponding with banks and solicitors. Using telephone, writing emails, and general administration duties. The training you will receive: Level 3 Business Administration qualification. All training is undertaken online, through a combination of self-paced eLearning and live online classes. Functional skills in English and Mathematics, if required. Prospects: There is an opportunity for the right candidate to progress and train as a Mortgage Adviser following the apprenticeship. Things to consider: Please note the office is based at the employer's home. Qualifications required: GCSE or equivalent English (Grade A - C 9/4) - Desired GCSE or equivalent Mathematics (Grade A - C 9/4) - Desired Personal Skills required: Communication skills IT skills Attention to detail Organisation skills Customer care skills Problem solving skills Presentation skills Administrative skills Number skills Team working Initiative Patience The apprenticeship: Qualification: Business Administration Level 3 Duration: 15 months
Wealth Management Administrator Location: London - City Salary: £28,000 - £34,000 per annum (DoE) Hours: Full-Time, opportunity for some hybrid working Working as part of the team at an Appointed Representative of St. James's Place Plc. You will be providing administrative support to the Partner and Advisors in this well established and highly successful Practice. This varied and important role is firmly focussed on always delivering an unrivalled level of client service. The Role: Wealth Management Administrator Dealing with a wide variety of administrative tasks supporting colleagues and clients of the Practice Dealing with enquiries and correspondence from clients and providers by email and phone Booking in review meetings and preparing files including product research, illustrations and other supporting documentation Managing the database of clients and diary management for the Partner and Advisors Processing new business and fund switch applications using bespoke software, liaising with SJP admin teams to resolve queries Sending out letters of authority to providers and chasing up their replies Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines Email Inbox management Producing high quality client correspondence to clients at all times Dealing with adviser and client queries You will need relevant, previous experience to undertake this role, but some training will be given and there is scope within this role to progress your career and develop your knowledge within this exciting and fast paced environment. The Person: Wealth Management Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do' working style. You will have been working in Financial Services for at least 12 months and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce or a similar system You are a self-starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively You will understand the importance of getting things right first time, so your attention-to-detail is key in this role St. James's Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
May 13, 2024
Full time
Wealth Management Administrator Location: London - City Salary: £28,000 - £34,000 per annum (DoE) Hours: Full-Time, opportunity for some hybrid working Working as part of the team at an Appointed Representative of St. James's Place Plc. You will be providing administrative support to the Partner and Advisors in this well established and highly successful Practice. This varied and important role is firmly focussed on always delivering an unrivalled level of client service. The Role: Wealth Management Administrator Dealing with a wide variety of administrative tasks supporting colleagues and clients of the Practice Dealing with enquiries and correspondence from clients and providers by email and phone Booking in review meetings and preparing files including product research, illustrations and other supporting documentation Managing the database of clients and diary management for the Partner and Advisors Processing new business and fund switch applications using bespoke software, liaising with SJP admin teams to resolve queries Sending out letters of authority to providers and chasing up their replies Using Salesforce CRM to accurately record all client activity, adhering to compliance guidelines Email Inbox management Producing high quality client correspondence to clients at all times Dealing with adviser and client queries You will need relevant, previous experience to undertake this role, but some training will be given and there is scope within this role to progress your career and develop your knowledge within this exciting and fast paced environment. The Person: Wealth Management Administrator This is an interesting and challenging role that would suit a confident, numerate, and professional individual who enjoys using their initiative and who has a 'can do' working style. You will have been working in Financial Services for at least 12 months and have good all-round knowledge which you are looking to expand and develop You have excellent IT and communication skills, are highly organised and can make decisions Ideally, you have used the CRM Salesforce or a similar system You are a self-starter and able to work with little or no supervision, meet deadlines and prioritise your workload effectively You will understand the importance of getting things right first time, so your attention-to-detail is key in this role St. James's Place plc (SJP) is a leading, a highly regarded FTSE 250 Wealth Management company which manages a range of Investment and Retirement products and financial solutions. SJP has funds under management in excess of £179bn. This business is well established and highly successful. Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice. When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. This role sits in the Financial Services Risk Assurance (FSRA) team, which is part of the wider Risk Assurance Services faculty. The role-holder will support the Client Management Team in the day-to-day delivery of internal audit and wider risk assurance services to a portfolio of financial services clients. The management activities will require the individual to travel in the UK. Overall job purpose In delivering internal audit and risk assurance services, the role-holder will be a strong ambassador for the RSM brand, promoting brand awareness and upholding high ethical standards of business that protect the brand, the UK firm, its staff and its clients. Responsibilities Staff Management Resource planning to ensure all client engagements are adequately resourced in a timely manner. Providing bespoke training programmes for junior staff. Managing staff utilisation figures. Client Delivery Oversee delivery of client work as part of the engagement delivery team, being a recognised RSM Manager for client engagements: Agreeing engagement scopes with clients. Overseeing client delivery by team members. Quality assurance reviews of internal audit files and reports. Effective stakeholder engagement and relationship management. Financial Manage internal audit contracts and individual reviews in line with the agreed budgets. Billing, invoicing and recovery management. Business Development Assist the Partner in business development initiatives, including being involved in tender presentations and visits to target clients and networking at various events to build the RSM brand. Contribution to wider FS faculty Contribute to the firm wide FS faculty through: Cross referral of opportunities to other service lines and disciplines. Playing full role in FS sector groups and initiatives. Joint targeting with other service lines. Requirements Extensive practical experience of working in an equivalent position in a professional services firm or large in-house function within industry. Technically proficient in executing and leading audits in accordance with IIA standards and the standards on effective audit in financial services across several of the following areas, such as: Regulatory reporting (COREP/FINREP) Client Money and Assets (CASS) CRD IV MIFID II Recovery & Resolution Planning (RRP) ICAAP and Pillar 3 reporting Senior Managers & Certification Regime FCA Systems and Controls - especially in relation to Compliance and Risk Management Frameworks Governance Conduct Risk Management The role holder will have extensive experience of working in different financial services sectors, such as: Insurance Banking Alternative Finance / Lending FX Trading Investment Management and funds Asset Management Broker/dealers and Prop traders Investment banking and stockbroking Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
May 13, 2024
Full time
As one of the world's largest networks of audit, tax and consulting firms, RSM delivers big ideas and premium service to help middle-market businesses thrive. We are a fast-growing firm with big ambitions we have a clear goal to become the premium adviser to the middle market, globally. This vision touches everything we do, motivating and inspiring us to become better every day. If you are looking for a firm where you can build a future and make an impact, then RSM is the place for you. Consulting brings together multiple teams across Transactions, Risk & Consulting, ABA, and Outsourcing to provide client-centric solutions for RSM's current and future clients within the middle market. Our Consulting team has a major role to play in driving forward the growth of the firm with over 1,700 people delivering almost £200m revenue. At the heart of Consulting are the six solutions we offer our clients: business transformation, deal services, finance function support, risk and governance, forensic and investigation services, and restructuring. Our solutions create an enhanced tailored approach to support our clients in achieving their strategic goals and empower our people to make an impact and develop their own unique career path. This role sits in the Financial Services Risk Assurance (FSRA) team, which is part of the wider Risk Assurance Services faculty. The role-holder will support the Client Management Team in the day-to-day delivery of internal audit and wider risk assurance services to a portfolio of financial services clients. The management activities will require the individual to travel in the UK. Overall job purpose In delivering internal audit and risk assurance services, the role-holder will be a strong ambassador for the RSM brand, promoting brand awareness and upholding high ethical standards of business that protect the brand, the UK firm, its staff and its clients. Responsibilities Staff Management Resource planning to ensure all client engagements are adequately resourced in a timely manner. Providing bespoke training programmes for junior staff. Managing staff utilisation figures. Client Delivery Oversee delivery of client work as part of the engagement delivery team, being a recognised RSM Manager for client engagements: Agreeing engagement scopes with clients. Overseeing client delivery by team members. Quality assurance reviews of internal audit files and reports. Effective stakeholder engagement and relationship management. Financial Manage internal audit contracts and individual reviews in line with the agreed budgets. Billing, invoicing and recovery management. Business Development Assist the Partner in business development initiatives, including being involved in tender presentations and visits to target clients and networking at various events to build the RSM brand. Contribution to wider FS faculty Contribute to the firm wide FS faculty through: Cross referral of opportunities to other service lines and disciplines. Playing full role in FS sector groups and initiatives. Joint targeting with other service lines. Requirements Extensive practical experience of working in an equivalent position in a professional services firm or large in-house function within industry. Technically proficient in executing and leading audits in accordance with IIA standards and the standards on effective audit in financial services across several of the following areas, such as: Regulatory reporting (COREP/FINREP) Client Money and Assets (CASS) CRD IV MIFID II Recovery & Resolution Planning (RRP) ICAAP and Pillar 3 reporting Senior Managers & Certification Regime FCA Systems and Controls - especially in relation to Compliance and Risk Management Frameworks Governance Conduct Risk Management The role holder will have extensive experience of working in different financial services sectors, such as: Insurance Banking Alternative Finance / Lending FX Trading Investment Management and funds Asset Management Broker/dealers and Prop traders Investment banking and stockbroking Diversity and Inclusion at RSM At RSM, we want to create a strong sense of belonging so that people of all identities, backgrounds, and cultures feel they can bring their true self to work. Our clients come from all walks of life. We aim to achieve that same diversity of background, experience and perspective in our own teams, so that we can genuinely understand our client's needs. Diverse teams bring a broader range of ideas and insights to work. That's why we're working together to ensure our firm's principles and processes support a firm culture that embraces difference and strengthens inclusion. At RSM we work hard to create an environment where our people can make a difference - to themselves, their career, their teams, and to the success of our firm and clients. We support all our people to work flexibly, to manage their family and other responsibilities alongside their work commitments; we believe this is key to achieving an inspiring and fulfilling working environment.
Delivering sessions for student open days, insight sessions, skills workshops and placement schemes and participating in law fairs. Leading on our media and communications to students Supporting on the recruitment of all our graduate and school leaver talent opportunities including trainee solicitors, solicitor apprentices, scholars, placement schemes and open days. Managing a range of the firm's future talent social impact programmes, including Bright Sparks work experience. Working with diversity partner organisations to attract and support diverse talent (partners include Aspiring Solicitors, Rare Recruitment, City Century Apprentices). First stage application screening, first stage interviews and participating as an assessor in assessment centres. Coaching sessions for students, and providing feedback to candidates Co-coordinating international training contract recruitment. On-boarding including co-ordination of financial assistance, facilitating events prior to commencement of employment, building relationships and liaising with our future talent. Managing new joiner processes, certificate of sponsorship applications and inductions. plus more. Also a great benefits package for the right person. It's essential that the successful EC or FT Adviser works/has worked in the legal sector
May 13, 2024
Full time
Delivering sessions for student open days, insight sessions, skills workshops and placement schemes and participating in law fairs. Leading on our media and communications to students Supporting on the recruitment of all our graduate and school leaver talent opportunities including trainee solicitors, solicitor apprentices, scholars, placement schemes and open days. Managing a range of the firm's future talent social impact programmes, including Bright Sparks work experience. Working with diversity partner organisations to attract and support diverse talent (partners include Aspiring Solicitors, Rare Recruitment, City Century Apprentices). First stage application screening, first stage interviews and participating as an assessor in assessment centres. Coaching sessions for students, and providing feedback to candidates Co-coordinating international training contract recruitment. On-boarding including co-ordination of financial assistance, facilitating events prior to commencement of employment, building relationships and liaising with our future talent. Managing new joiner processes, certificate of sponsorship applications and inductions. plus more. Also a great benefits package for the right person. It's essential that the successful EC or FT Adviser works/has worked in the legal sector