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Financial Services Paraplanner

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 2 days ago

We are seeking an experienced and highly competent Paraplanner for a forward thinking financial services organisation based in Taunton. The role will involve completing a variety of the nonclient facing tasks involved in preparing and administrating a Financial Plan and / or Report for clients. If successful you will be responsible for preparing and maintaining client files, undertaking research and preparing recommendations to meet a clients needs and objections and preparing suitability reports. You will be working as part of a dedicated team alongside the firms advisers and administrators to provide clients with a professional ongoing Financial Planning experience. Maintaining high levels of compliance and keeping up to date with new product, technical or legislative changes within the marketplace will be key to ensuring your success in the role. In addition, to apply we will be looking for you to hold a detailed knowledge of the both the FCAs rules and requirements and also the FCAs and the firms record keeping requirements. You will need a broad and thorough knowledge of the financial services industry and also a high level of technical knowledge. You will need to hold your Diploma in Regulated Financial Planning or be working towards it. You will also need excellent communication skills, both written and verbal and the ability to pay high attention to detail. Great time management skills and the ability to work to deadlines are also essential. Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.

Banking Solicitor

  • West Midlands
  • £40000 - £60000 per annum
  • Permanent
Posted 17 days ago

SUMMARY: Junior Banking Solicitor - 1 years+ PQE - West Midlands - A senior Banking Solicitor is required to join our client's growing team and progress their career at a highly reputable law firm within the West Midlands. If this is of interest, please call us now on ##### ######. JOB TITLE: Junior Banking Solicitor PQE REQUIRED: 1 years+ PQE LOCATION: West Midlands (Commutable from Birmingham, Wolverhampton, Dudley, Brierley Hill, Kidderminster, Stourbridge) SALARY: Excellent THE ROLE: Due to their continued expansion, our client is seeking to appoint a senior Banking Solicitor to add to the expertise and experience of this department. The appointed Banking Solicitor will join a team of talented professionals who advise on a full remit of banking and finance law. The successful Banking Lawyer will be expected to provide advice to banks and private equity investors and will assist clients on a diverse range of matters including private equity, reports on title, security documentation, term loan facilities, asset based lending and a range of other banking related matters. This is an opportunity to work alongside Legal 500 recommended professionals and to undertake a really high quality of banking work you will most definitely need to hit the ground running but this is a chance to really jump in at the deep end and gain exposure to some really exciting transactional work. THE CANDIDATE: The ideal Banking Solicitor will have an excellent academic record and have at least 1 years of experience working within banking law at another recognised law firm. The Solicitor should have a strong commercial approach to their work and keep up to date with any changes in the local market, or wider sector as whole. It is important that the appointed Banking Solicitor is self sufficient and can work independently, in addition to supporting other more junior members of the team. The Solicitor should be passionate about this area and committed to the continuing to develop their career within banking law. You will have really strpng interpersonal skills and be comfortable working with clients face to face from day one. This is a chance to work alongside some of the best known names in the banking industry in Birmingham and will really stretch you if you are ready to take on the challenge. THE FIRM: This outstanding national law firm have received a number of recommendations in Legal 500 and Chambers & Partners for the outstanding service they provide to their clients. This is a unique opportunity for a Banking Solicitor to join a fast paced and dynamic law firm, where they can use their expertise to really make their mark. On offer is genuine career prospects, an attractive salary and comprehensive benefits package. HOW TO APPLY: If you would like further information or would be interested to apply for this vacancy please contact Penny Trotman at eNL on ##### ######or email #####@######.### or contact us via Linkedin ######.###/company/237102 eNL is handling a number of Banking Solicitor vacancies throughout the Midlands and South West. If you are a Banking Solicitor looking for a move, call now for a confidential discussion. As part of our candidate care process we aim to respond to all applications within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion. Please go to ######.###/candidate-registration.php to register your interest for similar positions. Please note our advertisements use PQE/salary levels purely as a guide. In addition, if you know a Banking Solicitor who may be interested, remember we do offer up to £500 referral fee bonus (Terms and Conditions apply).

Finance Manager

  • Redditch, Worcestershire
  • £40000 - £45000 per annum
  • Permanent
Posted 9 days ago

This company is a manufacturing leader in the paint and coating sector. The Finance Manager is a key member of the Management Team responsible for the day to day accounting and financial management of the Group and its subsidiaries. Responsibilities: Oversight of detailed monthly management accounts for trading entities in a timely consistent and accurate manner. Involvement in preparation of Annual Budget and ongoing reforecasts. Full involvement in audit process. Oversight of Accounts Payable Function. Oversight of Accounts Receivable Function. Producing and presenting financial reports. Cash flow forecasting, Treasury management and Bank reporting Prepare analysis of financial information for ad hoc reports when required. Providing an external interface with banks, auditors, pension funds, consultants and other finance specialists. Preparation of P11Ds. Pension Administration. Manage relationships with the outsourced payroll provider, ensure accurate and timely payment. Assist with financial aspects of project proposals. Provide management, support and development to all team members within their areas of responsibility. Experience: Qualified Accountant with strong finance management experience Fully conversant with accounting procedures and legislation Track record of working with tight budgets PAYE & VAT Ability to analyse and reconcile Ability to meet deadlines Timemanagement, workload planning IT literate with an emphasis on financial systems, spreadsheets, SAGE and Excel Highly organised with excellent attention to detail Exemplary verbal and written communication abilities Good interpersonal skills, selfmotivated and disciplined Ability to work with minimum supervision Supervision of a small team Get the Recruitment Genius Advantage today. As the UKs largest online recruitment advertising company placing more candidates than anyone else.

Mortgage Advisor

  • Bromsgrove, Worcestershire, GB, B61 8AB
  • £24K - £32K with £50K OTE (Uncapped Commission).
  • Permanent
Posted 7 days ago

We are recruiting for a Mortgage Advisor to join our team in our Bromsgrove branch. In return we offer a competitive salary of £24K - £32K with £50K OTE (Uncapped Commission). The main purpose of your role is to prepare for appointments, gathering information from colleagues and generating referrals. You will advise on and sell insurance products, you will also be attracting new customers and business whilst being motivated by setting yourself professional goals within a result-driven environment. Our ideal Mortgage Advisor is…. CeMAP qualified or equivalent Able to prove a track record in generating new business Resilient, positive and friendly Able to work under pressure A full UK driving licence holder What's in it for you? A progressive career ladder Awards and Incentives Earn uncapped commission * Get full training and development Interested to know more? If you are looking to progress in your Estate Agency career and want to know more about this vacancy, please apply online with your CV.

Banking PSL

  • Birmingham
  • £60000 - £70000 per annum
  • Permanent
Posted 9 days ago

SUMMARY: Banking PSL, 7 years+ PQE, Birmingham – Are you an experienced Banking Solicitor looking to move into a PSL role or an experienced Banking PSL? A top 20 law firm are looking to hear from you. Please call ##### ######for more information. JOB TITLE: Banking PSL PQE REQUIRED: 7 years+ PQE LOCATION: Birmingham SALARY: Excellent + Benefits THE ROLE: Our client is a leading law firm with an office based in Birmingham city centre. They are looking to appoint a PSL to join their global to join their global banking group. The appointed Banking PSL will support the current team by providing guidance and advice in relation to matters on behalf of banks, other financial institutions and large corporates. The team currently cover all aspects of lending and lending structures in leveraged finance, corporate banking, real estate finance and projects. In addition, the Banking PSL will support key clients by providing training and strategy advice. This is an excellent opportunity for an experienced Banking Solicitor to take on a new challenge as a PSL, which will offer the appointed Banking Solicitor a chance to focus on providing advice, rather than fee earning and a good work life balance. THE CANDIDATE: Our client is looking to receive applications from Banking Solicitors with at least six years of experience in general corporate banking. It is not essential that the applicant is has been previously working as a PSL, however this would be an advantage. The successful Banking PSL will be able to demonstrate a keen eye for detail, a strong technical understanding of law relating to corporate banking and have a solid commercial perspective. THE FIRM: This market leading firm can offer exceptional opportunities for an experienced Banking Solicitor looking for a supportive, successful and expanding law firm to continue developing your career. They sit firmly in the top 20 law firms in the country and an innovative approach is found within this firm leading to a track record of success. On offer here is a chance for the successful Banking PSL to play a key role in the team whilst moving aware from fee earning and maintaining a great work life balance. The role comes with an excellent salary and full benefits package. HOW TO APPLY: Contact Hanna Robinson at eNL on ##### ######or email #####@######.### now with your CV or simply call for a confidential discussion. If you would like to review any other vacancies we are currently handling, then please visit our web site ######.###/ eNL is handling a number of Banking PSL vacancies throughout the Midlands and the South West. If you are a Banking PSL looking for a move, call now for a confidential discussion. As part of our candidate care process we aim to respond to all applications within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion. Please go to ######.###/candidate-registration.php to register your interest for similar positions. Please note our advertisements use PQE/salary levels purely as a guide. In addition, if you know any Banking PSL who may be interested, remember we do offer up to £500 referral fee bonus (Terms and Conditions apply).

Banking Solicitor

  • Birmingham
  • Competitive
  • Permanent
Posted 23 days ago

SUMMARY: Senior Banking Solicitor, Birmingham,5+ PQE. An unparalleled opportunity to join a market leading regional firm conducting a great quality of corporate banking work. Call us now on ##### ######to find out more. JOB TITLE: Banking Solicitor PQE REQUIRED: 5+ LOCATION: Birmingham SALARY: Competitive plus benefits THE ROLE: The successful Senior Banking Solicitor will become an integral part of the market leading banking and finance team. You will be responsible for all aspects of corporate banking, including revolving credit facilities, private equity and asset based lending. The role requires the ability to provide commercially minded advice on Companies Act compliance, security documentation and supervised drawdown. You will gain excellent exposure to high calibre clients and advise businesses across an extensive range of industries and businesses. THE CANDIDATE: You will be an ambitious, driven, and commercially astute Solicitor with extensive experience in the corporate sector. The firm requires an excellent academic record and technical skills in the relevant areas. You will drive to make an ongoing contribution to a dynamic and growing team through a passion for this sector. You will further have exceptional case management and team working skills. THE FIRM: Our client is a thriving regional law firm that is renowned for providing clear, rapid and practical legal advice across a wide range of legal disciplines. They have an excellent reputation in the Midlands and nationally as a truly client focused firm. This firm provides a fully supportive environment in which unique career paths are offered, with excellent opportunities for progression .They consistently carry out a high quality of work and are recognised in the top tier of UK legal directories. SALARY & BENEFITS: Excellent salary plus a comprehensive benefits package including 25 days holiday, pension scheme and BUPA enhanced bonus scheme. HOW TO APPLY: If you would like further information or would be interested to apply for this vacancy please contact Penny Trotman at eNL on ##### ######or email #####@######.### or contact us via LinkedIn ######.###/company/237102 eNL is handling a number of Banking Solicitor vacancies throughout the Midlands and South West region. If you are a Banking Solicitor looking for a move, call now for a confidential discussion. As part of our candidate care process we aim to respond to all applications within 7 working days. If you have not been contacted within this timescale your application has been unsuccessful on this occasion. Please go to ######.###/candidate-registration.php to register your interest for similar positions. Please note our advertisements use PQE/salary levels purely as a guide. In addition, if you know any Banking Solicitors that may be interested, remember we do offer up to £500 referral fee bonus (Terms and Conditions apply).

Finance Director

  • Birmingham
  • ?90000 Per Annum + company car or allowance + other senior benefits
  • Permanent
Expires in 2 days

Job Title: Finance Director Company: BEACON365 Limited Location: Birmingham Contract Type: Full Time / Permanent Package: Up to £90k salary + company car or allowance + other senior benefits Background Established in Birmingham in 1989 as a family run business, our client has expanded to become one of the UK's most respected support service contractors. Now a market leader in total facilities management, they are able to provide a diverse range of tailored services. From commercial cleaning, site security and janitorial supplies to full building maintenance, our client provides a complete range of property management services. Our client's goal is to provide a single source that covers every facet of support within commercial and industrial businesses. They are 100% focussed on meeting clients' needs, enabling them to implement complete site management services, with a trusted reputation through excellent communication and dynamic service delivery. This is an opportunity to join an ambitious Senior Leadership Team with plans to grow their business by 70% within the next 3-years. This business growth will be achieved through organic growth, acquisitions and by expanding territorially within the UK. Significant experience in a Senior Finance role within the Facilities Management sector would be a significant advantage. The Role In the course of carrying out this role the post holder will: Lead and develop the Group Finance Team. Manage the finance team, including Payroll and managing budgets and the overall performance within these departments. Control the company's accounting function developing strategies across all areas of the business, challenging assumptions and decision making as appropriate, providing financial analysis and guidance on all activities, plans, targets and business drivers. Control the budgeting process and present monthly management accounts, providing P&Ls for all divisions within the business and ensure reconciliations are completed with reports to external parties (banks etc.). Produce clear data on profitability to report to the board and introduce job costing modules with robust invoicing procedures. Impact profitability positively by managing the Credit Control department and bringing in cash on time in accordance with our company terms and conditions. Take ultimate responsibility for company's cash management policies. Ensure that all accounting systems are robust, compliant and are able to support current activities. Introduce streamlined and efficient invoicing procedures to enable sales figures to be produced on time for the Directors to review. Ensure that debtor days are closely monitored to ensure that the over 60 day's debt is maintained at an acceptable level. Ensure that the business is compliant with all statutory authorities in regards to HMRC, pension liabilities and any other mandatory requirements. Lead on the introduction of appropriate software that allows the company to carry out job costings to identify the true profitability of each job. Act as the internal Finance lead on M&A activity. Any other reasonable task as required by the Managing Director. The Candidate A qualified accountant (ACA / ACCA) with 10 years plus PQE, the ideal candidate for this role will be able to demonstrate: Significant experience in a Senior Finance role within the Facilities Management sector. Ability to positively impact on the financial performance of the business. Experience of effectively supporting M&A activities. A forward thinking and strategic perspective. A conscientious attitude focusing on getting things finished. Exceptional

Finance Manager

  • Birmingham, West Midlands
  • £50000 - £55000 per annum
  • Temporary
Posted 23 days ago

Athwal Resourcing is recruiting a newly created role for a Finance Manager for a highly successful industrial group based in Birmingham for its construction arm either on an Interim or Permanent basis. The business is looking for a proactive Finance Manager to be responsible for the production of timely management accounts, including WIP, costs to complete and contract accounts. The role will sit in the heart of the business and will be the number one finance position on site and be instrumental in providing financial and operational information to support future decision making as well as ensuring the efficient and effective running of the businesss finances. Your role will include: Reporting to the Finance Director, you will be tasked with: Preparation of the monthly management accounts pack including Profit and Loss, Balance Sheet analysis with full reconciliations; together with a breakdown by project the cost to complete; Reporting on the financial performance of the business unit; Take the lead in the business unit planning and budgeting process; Support decision making by providing analysis and costings, dashboard reporting and KPI reporting; Manage the cash flow, to ensure that working capital is optimised; Developing reporting systems to monitor Work In Progress by job and record variance analysis; Monitoring the financial targets and aligning the business unit plans with crossfunctional partners; To review internal processes, make recommendations and implement changes as necessary; To undertake any other duties as directed by the Financial Director and other senior management. The ideal candidate will be: Of Graduate calibre; Qualified Accountant with experience of man management and career progression; Handson accounting working experience in the construction sector; A thorough understanding of WIP/Job Costing ideally within construction; A demonstrable record of achievement in the implementation and maintenance of financial controls and have an awareness of good governance and developed reporting; Be IT literate (Excel, Powerpoint, Word) with financial modelling, analysis and evaluation skills and have worked with ERP systems; Strong drive to ensure there is continuous improvement and getting things done; Selfmotivated and able to work on their own initiative with little supervision; Able to communicate with all levels of the business, A team member, with leadership qualities with the capability of taking ownership of undertaking new projects.

Finance Analyst

  • Warwick
  • Competitive + Study Support
  • Permanent
Posted 14 days ago

About the role: Wolseley UK are recruiting a fantastic opportunity for an experienced Finance Analyst to join our Finance team in Warwick. This is a great opportunity for an ambitious Assistant Accountant who Is looking for a progressive opportunity. You will be responsible for ensuring the North region has the information and insight to deliver improved sales and margin, reduced cost and a great customer experience. You will be managing the production of timely and accurate information to the business through first class provision, analysis and interpretation of financial information and really driving improvement in processes and systems wherever possible. You will also be responsible for: Partnering the regional Finance Manager to drive business performance by providing insightful, clearly presented analysis and suggest solutions that drive decisions and actions. Highlighting opportunities within the region for improvement on sales, margin, cost and productivity. Maintaining the current KPI’s within the business, as well as introduction new measures to enhance the profitability of the region. Provide support to area managers by providing detailed analysis and progress to date verses commitments. About you: Strong analytical skills. Previous experience reviewing complex data and simplifying to deliver insight that can be used to take action by the business. Strong excel and data reporting skills. Excellent communication skills and able to influence at all levels. Studying towards a finance qualification; ACCA/ CIMA or fully qualified. About your development and benefits We aim to unlock your potential and equip you with all the skills required to move to the next stage in your career with us, whilst earning a full salary. This all starts with your induction where you get to know us and our business and continues with relevant training and development. Our people get benefits including: Study support Pension plan Holiday - 23 days increasing to 25 after 2 years’ service Staff discount * Profit share About us Wolseley UK is the country’s largest plumbing, heating and cooling trade specialist merchant and we aim to be the first choice specialist merchant for trade customers. We’re the UK operating company of Ferguson plc, a FTSE 100 company with revenues of over $18 billion. We supply 180,000 different products to over 100,000 customers every year. Join us and you’ll be part of a team that gets the right products to customers at the right price, in the right place, and at the right time. You’ll also enjoy extensive training and an award-winning pension and great rewards package. And, as part of the world’s largest specialist distributer of plumbing and heating products, you’ll have access to a wide variety of career opportunities.

Purchase Ledger

  • Redditch
  • 23000-25000
  • Permanent
Posted 21 days ago

Purchase Ledger Redditch 23,000 - 25,000 I am currently recruiting for an established manufacturing company based in Redditch. This position is an integral part of the Finance Function. It is to support the business to ensure that relationships with suppliers are maintained through accurate and efficient account management. Day to day duties will include the following:&#8226 To ensure all purchase invoices are loaded onto the accounts &#8226 Ensure costs are coded to the correct nominal ledger for management accounting &#8226 To ensure suppliers and expenses are paid in line with payment terms, processing weekly BACS runs and monthly payments &#8226 To make ad hoc payments by cheque or BACS as required &#8226 All payments to be made with consideration of cash flow forecasts &#8226 Being first point of contact for suppliers and maintain good working relationships to resolve supplier queries&#8226 To ensure all supplier accounts are kept up to date through statement reconciliations and bank reconciliations, particularly at month end &#8226 To identify where efficiency savings can be gained in the current process &#8226 To ensure that all paperwork is filed in an appropriate manner As a person you will need the following qualities and experience: &#8226 Excellent organisation skills are essential, being able to deal with phone calls, emails and requests from the business daily&#8226 Good communication skills and confident speaking on the phone with suppliers &#8226 Strong awareness to deadlines &#8226 Proactive personality &#8226 Experience of managing a purchase ledger is essential &#8226 Experience of working within a finance team is essential Office Workforce are responsible for thousands of temporary, temp-to-perm and permanent vacancies across the Midlands. We operate from several prime locations in the area, and are likely to have an office right near you. Our team offer a unique service tailored to match your precise needs, and can assist you with the following job categories; Clerical and Administration, Call Centre, Customer Services, Sales and Business Development, Secretarial and PA, Professional and Management. We are always on the lookout for the very best talent, so if you know anyone, refer them to our professional and friendly team who will be more than happy to help.

PAYROLL MANAGER

  • Birmingham
  • Competitive Salary
  • Permanent
Posted 21 days ago

The role of the Payroll Manager is to manage the UK Payroll and provide a full in house managed payroll service for all Group UK sites. Client Details Probe Recruitment are recruiting for a Payroll Manger to work for a global business, based in Solihull. This is a market leading business that require a graduate calibre Payroll Manager with at least 5 years payroll experience. Payroll Manager Duties Supervising one Payroll Specialist. Managing monthly processing of multi-site payroll, including, pension, benefits, PAYE, NI, court orders etc. (approx. 1000 employees) Ensuring systems are set-up and updated to reflect our current employee base, including wages, benefits, sickness and vacation time in line with contracts. Critically reviewing and analysing current payroll process and procedures, recommend improvements and implement central payroll manual. Critically reviewing and analysing current payroll, benefits and tax procedures in order to recommend and implement changes leading to best-practice operations and changes in UK legislation. Reviewing and identifying opportunities for streamlining process improvements, efficiencies, system integration and elimination of duplicate data handling. Partner with HR in aligning and implementing a more sophisticated payroll and flexible benefits system. Manage monthly preparation of relevant management reports, including monthly, quarterly and year-end reports (gross payroll, hours worked, vacation accrual, tax deductions, benefit deductions, etc..) Act as "Super-User" for the time and attendance / payroll system providing system improvements and advice, guidance and training to other users. Partner with HR to provide advice and support. Interface with Payroll Provider, managing change requests, service provision and monthly review. Profile Proven track record of Payroll experience, ideally gained as a Payroll Manager or Payroll Supervisor within a multi-site manufacturing environment. Working understanding of UK payroll legislation including HMRC requirements, PAYE tax, NI, Pensions etc. Ability to manage and lead staff to excellent performance. Extensive knowledge and practice of SAP payroll systems required. Previous experience of ADP payroll systems. Qualified to Chartered Institute of Payroll Professionals (CIPP) Diploma level or working towards. Computer literate and familiar with Microsoft Office, especially Excel. Excellent communication skills and highly with the ability to work to strict and challenging deadlines. As Payroll Manager you will receive a competitive salary plus other benefits.

Paraplanner

  • Solihull
  • £40000 Per Annum
  • Permanent
Posted 8 days ago
                                               A highly reputable Wealth Management firm, part of a regional Accountancy Practice  based in the Midlands. They provide clients with independent holistic financial planning advise to company owners, HNWs and mass affluent clients.     The Opportunity     This is a fantastic opportunity for an experienced Technical Paraplanner to join a growing Wealth Management practice, predominantly based in Solihull. You will be a key employee who supports the advice process in every element, designing and writing reports in a coherent and logical fashion, using multiple resources to evidence the suitability of the recommendations. You will be responsible for researching pensions, investments and protection for high net worth clients, including full analysis of the client’s existing affairs, goals and ambitions and then writing comprehensive proposals to meet those goals.      What’s needed for me to be considered?          Level 4 Diploma Qualified, or close to achieving      You need to have a number of years experience in a fast-paced IFA practice     High level of analytical capability and good communication skills     Ability to build strong and beneficial relationships with clients      Be of Chartered Status or working towards this         What next?     Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.     Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.           Job Synonyms:       Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
                

Paraplanner (Birmingham)

  • Birmingham
  • £40000 Per Annum
  • Permanent
Posted 10 days ago
                             A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.  They provide fantastic support and development to all of their employees and like to nurture and progress talent from within.  There is a great community feel throughout the company, with a very friendly but professional working environment.  The Opportunity  This is a fantastic position for an experienced Paraplanner/Report Writer to join a growing firm. They can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.  You will be responsible for providing a bespoke report writing service and will play an active part in supporting both the firms advisors in a brand new office.  What’s needed for me to be considered?    Previous experience within the IFA practices is preferred  Knowledge and understanding of the FCA regulations  Effective communication, both written and verbal  Have a professional, proactive and positive attitude   What next?  Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.                Job Synonyms:              Junior Paraplanner, Paraplanner, Report Writer, IFA administrator, financial planning administrator, private client support, paraplanner assistant, IFA support, IFA support supervisor, IFA manager, paraplanning manager
                

Mortgage Specialist

  • Birmingham
  • 30000-35500
  • Permanent
Posted 9 days ago

Are you keen to find a role where you can use your mortgage knowledge within a varied role? Are you looking for real progression in your career? As a Mortgage Specialist, you will be supporting a team of Underwriters, communicating with external contacts on a daily basis to ensure complex mortgage cases are progressed. You will handle a range of internal and external queries, working in a team of lending experts. This is high energy, busy role which requires an experienced individual with excellent communication skills. Duties will include: - Liaising with a variety of third parties to ensure mortgage applications are progressed - Gathering required information to progress cases to the underwriting team - Liaising with brokers to ensure due diligence is maintained - Dealing with a variety of general and more complex queries by telephone and email - Supporting the sales team with referrals and general queries - Managing conflicting and demanding situations and priorities - Knowledge of lending criteria and the mortgage underwriting process Skills Required: Communication: able to handle complex mortgage cases, liaising with third parties to answer queries Team Work: offer support to third parties and internal departments Attitude: proactive, with the ability to multi-task in a busy and fast-paced environment IT skills: Microsoft competent, ability to use in-house systems to track and log information Mortgage experience: an excellent understanding of the mortgage process from a lender or broker perspective The company offer a variety of benefits including excellent career progression. Please note that candidates will be required to undertake a credit check and DBS which will be completed by the employer prior to starting. Call us or apply today!

Paraplanner

  • Bromsgrove
  • £35000 Per Annum
  • Permanent
Posted 10 days ago
                             An exciting opportunity has arisen for an experienced paraplanner to join an award-winning IFA firm in the South-West Leicester area.  You will be working alongside a team of technical paraplanners whilst being supported by an experienced administrative function to provide top quality support to the firms advisors.   This firm has high standards and expects the level of service from everyone to be top quality. For this to happen they have created a culture where everyone pitches in so that the business remains client focussed and can achieve its strategic goals.     Responsibilities    Working within a team of experienced technical paraplanners providing a range of support and technical assistance.  You will also be liaising closely with the administration team and the firm’s financial advisors to provide a full paraplanning service.  Duties will include Writing technical recommendation reports, conduct technical research and analysis, review client files upon completion of business  You will benefit from an experienced Management team and culture built on shared knowledge throughout the business and working together as a team.  The company guarantees each employee a stable environment and the opportunity to develop their business skills. You will be supported to further your knowledge and skillset by taking further industry exams if you want to.      Skills    You should be diploma qualified or have begun working towards this.  Experience of providing technical support within an IFA firm.  Experience using Intelligent office would be advantageous  Ability to build relationships with consultants and ensure an effective relationship is maintained      Additional Benefits:    5% matched pension contribution  Holiday 25 days + bank holidays  2 x DIS  Income protection scheme.  Discretionary bonus scheme      Synonyms:             Paraplanner *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner     If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career
                

Paraplanner

  • Birmingham
  • £35000 Per Annum
  • Permanent
Posted 10 days ago
                             The opportunity for a Paraplanner to join a Boutique Financial Services firm who focus on providing a high quality financial planning and investment management service.     The Opportunity  Our client is looking for a Paraplanner to support their successful Financial Planner. The great thing about this firm is that it has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. Alongside this, the option to progress to Chartered status with the firm’s exam support is strongly encouraged. You will have the opportunity to prepare suitability letters, reports and recommendations and provide technical support to complex client queries. You will be working within a small but strong team where you can quickly develop your career.      What’s needed to be considered?  In order to be considered for this unique opportunity, candidates need to have -    Working towards Level 4 Diploma or already qualified is preferred.  Previous experience within an IFA Practice  High level of analytical capability and good communication skills  Driving License (due to location).      What next?  Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.  Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.  Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner
                

Part Time Payroll Assstant

  • Birmingham, West Midlands
  • Up to £18000 per annum
  • Contract
Posted 21 days ago

To support and ensure the smooth running of the HR Payroll function. To process and manage the companys payroll calculating wages based on hours worked and administer payments. Proven experience as payroll specialist with a solid understanding of accounting fundamentals and payroll best practices is essential. Main Duties for Payroll Administration: Prepares reports by compiling summaries of earnings, taxes, deductions, leave, disability, and nontaxable wages, LOS and any other reports required for the department and or business. Resolves payroll discrepancies by collecting and analysing information. Maintains payroll operations by following policies and procedures; reporting needed changes. Contributes to team effort by accomplishing related results as needed. Issuing tax forms (P45s, P60s for example) Check employee timesheets/clock cards, calculate overtime and holiday pay alongside any other payments due Process employee payroll including the calculation and processing of all relevant deductions Statutory calculations such us maternity pay, sick pay etc. Processing AOEs and HMRC submissions Inputting absence and collation of absence data Checking payslips and reports at payroll validation and rectifying identified issues Processing of new starters and leavers Conducting compliance checks Maintains employee confidence and protects payroll operations by keeping information confidential. This role is based on 20hours per week initially but may develop into more hours as you grow with the business. Start and finish times are fully flexible to suit and as will be the days worked provided that all tasks are completed. To apply for this role candidates are advised to submit an up to date CV and successful candidates will be contacted in order to arrange interviews.

Senior Paraplanner

  • Birmingham, West Midlands
  • £32000 - £37000.00 per annum + an excellent benefits package
  • Permanent
Posted 14 days ago

Our Client, a highly respected Wealth Management firm based in the heart of the Midlands is now delighted to be able to add to their team with the addition of a Paraplanner. Working as part of a face paced, busy and very friendly team the successful candidate will be responsible for; Drafting client suitability reports for pensions, investments and defined benefit transfers Researching and analysing products, providers, and funds. Producing pension and investment projections and client reviews. Keeping appraised of Trusts, taxation and estate planning principles. Compliance checks on client files in consultation with Business Manager and the companys compliance consultants. And much more! Not only will you have the chance to work for one of the most forwardthinking business in the Midlands but you will also have access to an unrivaled benefits package such as: 39 Days Holiday 8% Pension Flexi office hours 5 x life cover Free Parking This is truly an opportunity not to miss out on!! For further information, please dont hesitate in contacting one our specialist consultants on ##### ######

Mortgage Case Manager

  • Wolverhampton, West Midlands
  • £20000 - £21500 per annum + amazing company benefits
  • Permanent
Posted 21 days ago

An opportunity to work for an exciting, ambitious and wellrespected Specialist Lender, An amazing chance for a Mortgage Case Manager to play a key role in ensuring the businesses growth with effective risk management, underwriting applications and ensuring the smoothest drawdown. This leading Lender have a strong reputation within the residential lending space, along with ambitious growth plans for the years ahead. This client has created and introduced an innovate solution to allow their customers and intermediaries to have access to a large range of products. The successful Mortgage Case Manager will be responsible for: Assessing and providing credit decisions on live cases Reviewing lending policies Keeping up to date with changes in regulations and product changes across the panel of lenders Working closely with the managing directors to ensure business improvement Help maintain and encourage intermediary relationships Management and support of case managers The successful Mortgage Case Manager will have: Experience working within a specialist lender, Packager or bank within the lending department Experience of manual underwriting mortgage applications Previous experience of working within an administration team Strong market knowledge The ability to work well as part of a small team In return for your efforts, the Mortgage Case Manager will be rewarded with an extremely generous salary plus numerous other attractive benefits. Interviews for this opportunity are taking place immediately, with a flexible start date on offer for the right candidate so do not delay. Apply today for the Mortgage Case Manager role and we will provide you with more information. For more information on this role / other similar Financial roles please contact Daniel at (0161) (713) (0159)

Account Handler Financial Lines

  • Birmingham, West Midlands
  • £20000.00 - £25000.00 per annum
  • Permanent
Posted 24 days ago

We are recruiting an Account Handler to join a busy Birmingham City Centre office which is continuing to expand rapidly. You have the opportunity to join a dedicated and ambitious team of commercial insurance specialists. This particular team manages Financial Lines such as D&O and Cyber. All insurance backgrounds will be considered, what we are looking for is drive, passion and ambition. You will work closely with regional Account Executives to ensure the clients are well serviced by the business. This Commercial Insurance Broker is a sought after employer in the Midlands market and this provides a great opportunity to join a business which invests in their employees to build a career in commercial insurance.

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