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Financial Services Paraplanner

  • Nationwide / Work from Home
  • Highly Competitive
  • Permanent
Posted 6 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.

Paraplanner

  • Cheltenham
  • £35000 Per Annum
  • Permanent
Posted 5 days ago
                             Are you an experienced Paraplanner? Are you looking to enhance your career with more technical challenges?  In this role you will act as a technical support to deliver professional quality written report documentation for Financial Planners and their clients in accordance with the company and regulatory requirements.  Ideally you will have a background in a similar role with Financial Services qualification too.     Key Responsibilities & Main Tasks  Act as first point of contact for clients regarding any technical queries and as the technical interface between clients and Financial Planners  Preparation of client review paperwork to include fund and product research using appropriate financial systems  Compilation of financial cashflow forecast  Analysis, monitoring and reporting in respect of investment valuation reports, to include SIPP drawdown analysis, existing policy analysis and portfolios  Liaise with Product Providers / Third Parties regarding any technical queries  Review asset allocation for any Platform based holdings  Liaise with Financial Planner to provide briefing for any updates/recommendations for client portfolio  Attend client meetings with the Financial Planners, as required  Preparation of required suitability reports, including solution design in conjunction with the Financial Planner  Obtain key features documents, factsheets, illustrations and Exchange quotes through appropriate source  Ensure effective communication between Financial Planner, Technical Support and PA to ensure a continued professional service is provided to clients at all times  Comply with compliance procedures, TCF, Data Protection and FSA Regulations at all times to ensure regulatory requirements     Experience and Skills:  Previous experience of working in similar role within financial services  Practical application of technical financial knowledge within career  Previous data research and report writing experience within financial services  Fully Diploma qualified with at least one AFPC paper (ideally G10 or G60 or equivalent AF qualifications)  Good understanding of the Financial Planning process and cashflow modelling     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

  • Gloucester, Gloucestershire
  • £45000 Per Annum
  • Permanent
Posted 5 days ago
                                             The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service.     The Opportunity     During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful Financial Planners of the business. The firm 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.  You will have the opportunity to undertake whole of market research and write high quality suitability reports independently. You will also have the opportunity to work in a fast-paced environment where full support and training is provided.     What’s needed to be considered?     In order to be considered for this unique opportunity, candidates need to be Chartered or working towards this. You will also need to have a high level of analytical capability and good communication skills.     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
                

Paraplanner

  • Gloucestershire
  • Negotiable
  • Permanent
Posted 23 days ago

Paraplanner based in Gloucestershire, competitive salary with benefits You will be supporting 2 Directors / Advisers. You may be required to sit in on meetings for more complex cases. The Role: Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser. Undertake research to identify suitable solutions to meet the clients needs. Request and obtain information/comparisons for analysis by the Adviser. Consider current and future allocation of assets for investment strategy with regard to client risk profile. Check all compliance paperwork and internal sign off documents are present. Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures. Request and obtain application forms and other associated paperwork. Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order. Requirements: Ideally qualified to Chartered level or 1 or 2 paper short. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Paraplanner

  • Cheltenham, Gloucestershire
  • Up to £35000 per annum + pro rata
  • Permanent
Posted 23 days ago

Paraplanner Cheltenham up to £35k p.a. pro rata d.o.e. Part time Paraplanner in independent financial planning firm based in Cheltenham THE ROLE As Paraplanner you will support the experienced IFA team. Your responsibilities will include: liaising with advisers / colleagues ensuring processes & SLAs are adhered to preparing reports and other forms of written communication undertaking research on funds, products and wrappers attending client meetings with advisers maintaining client files / the backoffice systems / general office support THE COMPANY Our client is a successful independently owned and operated financial planning firm. Dedicated to exceptional client service standards, they offer a comprehensive financial planning service including pension planning, life assurance, income protection, investments, and tax planning. This role supports our experienced Cheltenham based advisers. Benefits include 25 days holiday per year plus statutory Bank Holidays, prorated for part time employment. Benefits include pension scheme, life insurance, office parking and health insurance. THE PERSON As Paraplanner you will have experience in a similar role and a relevant qualification (e.g. level 4 diploma). Strategically minded and commercially aware, with a good understanding of compliance issues you will also have: excellent report writing & IT skills ability to analyse statistics / interpret advice / challenge client recommendations good research skills good time management skills This role is part time over 3 days 21 hours per week. Actual salary will be between £15k and £21k depending on experience and qualifications. Hours of work are 9.00am to 5.00pm inclusive of onehour lunch break. Flexibility is possible at the discretion of the board. If you wish to be considered for the role of Paraplanner, please forward your CV, quoting reference 293176A. WE REGRET WE CAN ONLY ACCEPT APPLICATIONS FROM PERSONS AUTHORISED TO WORK WITHIN THE UK Applications invited from candidates with experience in: paraplanner financial planning IFA tax pensions insurance investments Cheltenham Gloucester Bristol ThreePeople advertises vacancies on behalf of clients. If your CV matches our clients requirements, we will forward your details to them to confirm your suitability. By applying for this role, you consent to the submission of your details for this purpose only. Any data processed will be used for recruitment purposes only and will be not be retained by ThreePeople for a period longer than 6 months.

Paraplanner

  • Cheltenham
  • £40000 Per Annum
  • Permanent
Posted 5 days ago
                             My client, a leading accountancy practice with a strong financial planning arm are looking for an experienced paraplanner to come on board and join their Cheltenham based Team.  They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made and pride themselves on the firms work ethic and professionalism.  The Opportunity  Reporting into the operations manager, you will be in a technical support role working closely with the other paraplanner and financial planners to produce high quality back office support.  This firm has an excellent reputation having won several awards and actively encourages growth and progression. They encourage a culture where you will challenge the IFA’s skills / knowledge so everyone can develop and enhance their personal skills / knowledge.    Responsibilities:    To present accurate and timely valuations to the advisor that are concise, highly presentable and require few amendments.  You will be required to be present at some client meetings in instances where you have a strong understanding of the client’s needs and requirements.  Suitability reports will need to be tailored to the client’s individual needs and requirements in every aspect whilst also adhering to the firm’s compliance and reporting standards.   What’s needed for me to be considered:     Qualified or working towards level 4 diploma is an advantage  Previous experience within the IFA practices and Paraplanning is essential  FCA understanding of regulations and products, and their practical application  Effective communication, both written and verbal  Have a professional, proactive and positive attitude      Job Synonyms:                   Financial Planner, Technical Sales Support, Technical Planner, Para Planner, paraplanner, financial planning, technician, IFA administrator
                

Financial Planner

  • Cheltenham
  • £60000 Per Annum
  • Permanent
Posted 4 days ago
                             My client, a leading accountancy practice with a strong financial planning arm are looking for an experienced paraplanner to come on board and join their Cheltenham based Team.  They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made and pride themselves on the firms work ethic and professionalism.  You will be joining a very well established firm who are innovative and have secured introducers with other national professional services firms to continue to grow their impressive client base.  If you are a forward thinking, innovative person who wants to work in a national firm with strong values then this could be for you.   Key Responsibilities     Provide holistic financial planning advice to both prospective & existing clients.  Identifying the most suitable service proposition and making referrals  Engaging clients and building relationships  Delivering formal recommendations  Following up new business initiatives     Skills and Experience     Level 4 Diploma Qualified  Previous experience in an Adviser role  A high level of confidence, sales & presentational skills and interpersonal skills are also key   The ability to approach all tasks with a positive attitude, presenting yourself in a professional manner in line with the expectations of the practice.  An existing client bank with circa £50,000 of recurring income is preferred.    Synonyms:        IFA *Independent Financial Adviser, Independent Financial Advisor, Financial Planner, Wealth Manager, Financial Planning Manager     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
                

Part-time Finance Officer

  • GL50 4PQ
  • £26,500 Pro-rata
  • Permanent
Posted 6 days ago

Part Time Finance Officer Cheltenham 15 hours over 4 or 5 days which must include Monday, Tuesday and Friday £26,500 pro-rata We are a company focused on international qualifications and skills recognition, managing a number of learning and mobility centred, EC driven National Agency functions on behalf of the UK Government. The Company also designs and delivers a variety of innovative international qualifications and skills recognition projects in the UK and globally. We are a growing organisation with a trusted global reputation for excellence and innovation. Job role: We are looking for a Finance Officer to provide support to our Finance Team. The successful candidate will be a quick learner working closely with two other Finance Officers, supporting the Financial Controller in running the busy finance department. The job holder will be expected to provide cover for the other team members for annual leave or sickness. Responsibilities: Principally, the main responsibilities of the post will involve assistance with: Processing monthly payroll (training will be given) Liaison with our Pensions provider and keeping up to date and accurate pension records to ensure compliance with legislation Cover for Sales Ledger and Purchase Ledger work to include inputting invoices onto ledger and preparing payment runs and creating Sales invoices Working closely with Account Management, Business Development, Overseas Project Development and Marketing teams to assist with monthly reconciliations Liaising with staff all across the business and helping them with finance queries Dealing with queries arising from Credit card receipts via Worldpay Assist Financial Controller with month-end procedures Complete bank reconciliations for all company bank accounts Cover other areas of Finance work as and when required Induction Training will be provided to understand our systems Person Specification All applicants must have a current permit or visa confirming their right to work in the UK. Qualifications Desirable: Part qualified accountant Skills/Experience Essential Minimum of 5 years accounts experience working in business finance in a similar role Experience of using accountancy software. Specific Experience of using SAGE Skilled in the use of Microsoft Excel, able to create reports, build spreadsheets, and analyse figures. Able to use Microsoft Word and Outlook effectively Methodical and highly organised with meticulous attention to detail Able to work independently using own initiative as well as working closely and effectively with other team members. Ability to co-ordinate and effectively prioritise a busy workload, experience of working to strict deadlines and high quality standards. Able to remain calm and effective under pressure. Excellent Communicator, able to explain technical financial data to non-financial personnel at all levels Desirable: Experience of working in busy finance function Working knowledge or payroll and PAYE Experience of using WAP Very competent Excel user an advantage

Trade Compliance Officer

  • Cheltenham, Gloucestershire
  • £30000.00 - £35000.00 per annum
  • Permanent
Posted 13 days ago

A fantastic opportunity to work for our award winning client to ensure their business is compliant with all applicable aspects of export legislation. Assisting with the administering of relevant procedures and processes and their implementation. Responsibilities include: Performing regulatory analysis to determine proper jurisdiction and appropriate classification of hardware, software and technology. Carrying out and manage due diligence checks on agents, customers, suppliers and service providers. Reviewing technical data that is being proposed for transfer or export to assess technical content and make appropriate classification and export licence determinations. Preparing export licence applications and authorisations, including SIEL licences. Checking Customs documentation and update tracking spreadsheets and the company ERP system accordingly, ready for HMRC and UK DIT Export Control compliance reports and audits. Tracking status of all export authorisation requests from internal request to Governmental approval to close of licence/authorisation, as appropriate. Providing support with the request of enduser undertakings and address queries raised by Customer Services and/or customers related to the undertakings. Assisting in updating and maintaining the company ERP system with the correct export control classifications, tariff codes, enduser undertakings, export licences and export control statements. As a member of the Trade Compliance Team, serve as a focal point for export compliance queries. Assist with the management of trade compliance system, including updates to the relevant processes. Complete Export Classification Questionnaires and EndUser Certificates for customers and suppliers. Raise relevant Customs documentation required for exhibitions, demonstrations, trials, supplier returns and exports of military technical data. Undertake any other tasks as required to support the business. Knowledge, Skills and Experience: Experience in trade compliance procedures and documentation Ability to build productive relationships at all levels inside and outside the organisation. Ability to design, develop and maintain processes and procedures Ability to problem solve independently and as part of a team Highly organised Ability to meet deadlines and manage varying workload Qualifications: Parkside Recruitment Ltd is acting as an Employment Agency in relation to this vacancy. Parkside Recruitment is an Equal Opportunities Employer.

Chartered Financial Planner

  • Cheltenham
  • £1 Per Annum
  • Permanent
Posted 5 days ago
                                                                                                                                                                      The Client              This is an award winning, well-respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing a vast range of products and services in order to find a tailored solution for each case.              They have multiple offices and are a very well-established business that are expanding quickly and they pride themselves on their professionalism and the quality of the service that they provide.              The Opportunity              This is a fantastic position for an experienced Financial Advisor to join a growing firm that can offer genuine career development by offering such a broad proposition of technical advice as well as offering exam and study support for candidates looking to further their technical knowledge and qualifications.              Due to the ongoing expansion, the successful advisor will be given a strong client bank that is generated north of 100k in recurring income and tasked with servicing this and building on this.              You will have a qualified and experienced paraplanning team to assist you and will be provided with              a competitive employed salary and strong benefits being provided by a well-established firm.              What’s needed for me to be considered?                            You will be diploma qualified (Ideally holding an AF exam)              Currently an established Advisor with CAS status              Excellent sales and presentation skills              Excellent telephone manner and client facing skills              Driven and motivated to achieve targets              Track record or producing good levels of business within an IFA environment.                           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:                          IFA, Financial Advisor, Financial Adviser, Independent Financial Planner, Financial Planning Manager, Private Client Advisor
                

AUDIT SENIOR

  • Nationwide / Work from Home
  • £40k - 50k per year
  • Permanent
Posted 20 days ago

The Firm The client is an International practice of Chartered Accountants with its head office in the UK. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. The client base is extensive, ranging from the business affairs of high net worth individuals to multi-national groups. Our clients are involved in the full spectrum of business, from start-up and entrepreneurial companies to mature groups, across a wide variety of commercial, generally high margin, sectors (eg motor sport, high end retail brand, property development, technology, financial services) and the 'not for profit' sector. Duties Liaising closely with managers to undertake audit risk assessments and audit planning Supporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Person Specification ACA/ACCA (or equivalent) nearly or newly qualified; Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills The successful candidate has the opportunity to get involved with one off special projects including: Preparation of statutory financial statements for big 4 firm's audit clients Valuates Work and disposal due diligence exercises Review and documentation of internal control procedures and systems

Audit Senior

  • Nationwide / Work from Home
  • Market related
  • Permanent
Posted 10 days ago

Audit Senior - Business Services Group I am looking for an Audit Senior on behalf of an International practice of Chartered Accountants. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. As Audit Senior you will manage the whole audit process from start to finish and liaising closely with managers to undertake audit risk assessments and audit planning. Key Responsibilities Supporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Skills & Expertise ACA/ACCA (or equivalent) nearly or newly qualified Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills * At least 50% audit exposure in current role To apply, please email #####@######.### with your CV attached.

AUDIT SENIOR

  • Nationwide / Work from Home
  • £40k - 50k per year
  • Permanent
Posted 20 days ago

The Firm The client is an International practice of Chartered Accountants with its head office in the UK. The firm specialises in corporate services, personal, corporate taxation and financial advice to national and international groups and private individuals. The client base is extensive, ranging from the business affairs of high net worth individuals to multi-national groups. Our clients are involved in the full spectrum of business, from start-up and entrepreneurial companies to mature groups, across a wide variety of commercial, generally high margin, sectors (eg motor sport, high end retail brand, property development, technology, financial services) and the 'not for profit' sector. Duties Liaising closely with managers to undertake audit risk assessments and audit planning Suporting the managers to deliver cost effective audits Site visits to assess the progress of audits and provide guidance and support to on-site staff Extensive liaising with clients throughout the audit processes of planning, fieldwork and completion Completion of audit file reviews and supporting junior staff to clear review points Involvement in ACA students' training and development and staff review process Person Specification ACA/ACCA (or equivalent) nearly or newly qualified; Excellent technical skills Varied statutory audit and accounts preparation experience A strong and up-to-date knowledge of FRS 102 & IFRS and ISAs Excellent report writing skills and strong IT skills The successful candidate has the opportunity to get involved with one off special projects including: Prepation of statutory financial statements for big 4 firm's audit clients Valuates Work Acquistion and disposal due diligence excersises * Review and documentation of internal control procedures and systems

Compliance Officer

  • Nationwide / Work from Home
  • £32000 - £36000 per annum
  • Permanent
Posted 12 days ago

The Company: A new permanent vacancy has become available at leading financial services firm based in Central London. They are looking for a Compliance Officer to join their Compliance team and report to a Compliance Manager. Responsibilities of the job: Complete daily and monthly compliance monitoring tasks in line with the annual compliance monitoring programme. This will include file reviews, using appropriate tools and methodologies and documenting the results accurately and in a timely fashion. Provide daily advisory on regulatory issues to management and staff, with an appropriate focus on good client outcomes at all times. Find, investigate and report breaches and incidents whilst ensuring that these are logged accurately in the Breaches & Incidents database and following up their appropriate resolution. Provide appropriate and considered answers to queries on policies and procedures, escalating queries to the Head of Compliance when necessary. Skills, Knowledge and Experience: You will have 13 years of Compliance experience. You will be educated to degree level. * Good understanding of relevant regulatory requirements including FSMA 2000, the FCA rulebook and ISA Regulations. This is a fantastic opportunity to work for a forwardthinking organisation and gain exposure to multiple areas of the business, getting involved with a number of initiatives across the compliance functions. If you would like more information on the role, please send your CV to #####@######.###

Paraplanner

  • Nationwide / Work from Home
  • £30000 - £40000 per annum + market leading benefits package
  • Permanent
Posted 9 days ago

Paraplanner Sheffield £30,000 £40,000 (fully negotiable depending on experience and qualifications) plus market leading benefits, free parking, exam support, bonus, flexible working An excellent new opportunity has arisen to join a highly successful IFA firm in Sheffield. This is a Paraplanner position supporting the hugely successful Wealth Management team. The role will be providing full technical paraplanning support to a top performing IFA within the practice. The role will include technical research and report writing in respect of HNW investments, pensions, tax and inheritance planning. This will be an extremely varied role with fantastic progression and development potential. You would be expected to have a very analytical mind and be able to take a unique approach to each case to ensure a genuinely personalised service is offered to each affluent client. This is an excellent opportunity for individual looking to become part of a successful firm and add genuine value to the business. Full support will be provided to attain additional industry qualifications. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm but who is now in position to take the next step into a role that is more than just basic paraplanning. With this in mind a market leading salary of anything from £30,000 £40,000 (more for exceptional candidates) is on offer and this is an opportunity not to be missed. There is also modern offices, friendly and successful colleagues who are all working to the same goal of providing the best offering in the market Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Treasury Manager

  • Nationwide / Work from Home
  • £350 - 450 per day
  • Contract
Posted 5 days ago

Treasury Manager £350 - £450 per day Taunton, Somerset Are you looking for an exciting new role as a Treasury Manager? Our well-established client is seeking a Treasury Manager to oversee the day to day treasury operations to include liquidity management, cash flow forecasting, foreign exchange and interest rate hedging. When necessary, you will be involved in treasury projects as well as supporting the continued development of the wider department. Key Responsibilities as a Treasury Manager Produce precise financial information correctly to enable senior management to make accurate decisions Make sure suitable banking facilities are in place to meet the business objectives Monitor movements in foreign exchange rates, interest rates and counterparty risk ratings Ownership of the department's short term cash flow Work closely with the finance team on treasury audit requirements to ensure accurate disclosure of the company's financial and statutory accounts Identify and deliver working capital opportunities across the business Essential Skills Confident using Microsoft Office, particularly Excel A deep understanding of FX and interest rate products Intermediate knowledge of foreign exchange and interest rate products Educated to degree level Excellent commercial and analytical skills Desirable Skills AMCT Qualified * Hedge Accounting (IAS 39) If this is you then please click APPLY now or email Kate(dot)brown(at)interquestgroup(dot)com ##### ######

Graduate Financial Services Administrator

  • Gloucester
  • £100 per day (equivalent to £24,000 per annum)
  • Contract
Posted 4 days ago

A growing company is seeking a Graduate Financial Services Administrator, initially on a 4-5-month contract. This is an ideal opportunity for a recent Graduate to join its team based in Barnwood near Gloucester for a growing project within the Financial Services sector. The role of the Graduate Financial Services Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for one of the UK’s leading banks. Please note that full training will be provided, and you do not require previous experience in this sector. As a Graduate Administrator, you will: Check and complete complaint cases using available evidence and data. Investigate each case in full using regulatory guidelines. Manage your own workload of case files to ensure project and quality deadlines are met. Update and capture relevant information to the CRM system. Speak to customers to check and update information as required. Provide accurate advice and support to customers in a timely and professional manner. Follow company processes and procedures relating to Data Protection. Always adhere to FCA and GDPR guidelines. To be a successful Administrator you will have the following skills and experience: Degree from a UK University. Excellent communication skills, to include fluent English both written and verbal. Numerate, analytical with excellent IT systems orientation. Strong ability with Word and Excel. Extremely professional, well-presented and motivated with a strong work ethic. Flexible and dedicated with the desire to succeed at all costs. In return, the Graduate Financial Services Administrator will receive a salary of £100 per day (equivalent to £24,000 per annum). Please note you must be able to travel to Barnwood near Gloucester for this role and be available for the duration of the project. You will also be required to attend an Interview and Assessment Centre and complete a Criminal Records Bureau check and clear Credit Check for this project. Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third partys details should you wish.

Graduate Financial Services Administrator

  • Barnwood
  • £100 per day (equivalent to £24,000 per annum)
  • Contract
Posted 4 days ago

A growing company is seeking a Graduate Financial Services Administrator, initially on a 4-5-month contract. This is an ideal opportunity for a recent Graduate to join its team based in Barnwood near Gloucester for a growing project within the Financial Services sector. The role of the Graduate Financial Services Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for one of the UK’s leading banks. Please note that full training will be provided, and you do not require previous experience in this sector. As a Graduate Administrator, you will: Check and complete complaint cases using available evidence and data. Investigate each case in full using regulatory guidelines. Manage your own workload of case files to ensure project and quality deadlines are met. Update and capture relevant information to the CRM system. Speak to customers to check and update information as required. Provide accurate advice and support to customers in a timely and professional manner. Follow company processes and procedures relating to Data Protection. Always adhere to FCA and GDPR guidelines. To be a successful Administrator you will have the following skills and experience: Degree from a UK University. Excellent communication skills, to include fluent English both written and verbal. Numerate, analytical with excellent IT systems orientation. Strong ability with Word and Excel. Extremely professional, well-presented and motivated with a strong work ethic. Flexible and dedicated with the desire to succeed at all costs. In return, the Graduate Financial Services Administrator will receive a salary of £100 per day (equivalent to £24,000 per annum). Please note you must be able to travel to Barnwood near Gloucester for this role and be available for the duration of the project. You will also be required to attend an Interview and Assessment Centre and complete a Criminal Records Bureau check and clear Credit Check for this project. Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third partys details should you wish.

Payroll and HR Administrator German Speaker

  • Cirencester, Gloucestershire
  • £18000 - £20000 per annum
  • Permanent
Posted 11 days ago

Payroll and HR Administrator German Speaker Our client is offering a superb opportunity to enter into a Payroll position within a multinational companys Cirencester office. The role is dealing with the German payroll which is being centralised to the UK. With standard office working hours Monday to Friday and the chance to gain payroll experience, this role is a rare and sought after opportunity that wont be around for long. Payroll and HR Administrator duties will include (but are not exhaustive of); Scheduling and carrying out payroll requirements for the companies German office Checking controlling and maintaining amendments to employee pay and personal record details Calculating and preparing international salaries, tax and pension payments Liaising with and providing information to HR departments Providing ad hoc administrative support Previous experience working within payroll is not essential, but the ability to speak fluent German is. People with previous administration experience and an interest in payroll are urged to apply. If you believe you have all of the relevant experience then please dont hesitate to send your CV through to Blaine today. Job title: Payroll and HR Administrator German Speaker Salary: £18,000 £20,000 per annum Contract type: Permanent Working hours: 9am 5pm Languages: German

Graduate Financial Services Administrator

  • Cheltenham
  • £100 per day (equivalent to £24,000 per annum)
  • Contract
Posted 4 days ago

A growing company is seeking a Graduate Financial Services Administrator, initially on a 4-5-month contract. This is an ideal opportunity for a recent Graduate to join its team based in Barnwood near Gloucester for a growing project within the Financial Services sector. The role of the Graduate Financial Services Administrator will offer you a fantastic opportunity to develop your skills and experiences within the financial services industry for one of the UK’s leading banks. Please note that full training will be provided, and you do not require previous experience in this sector. As a Graduate Administrator, you will: Check and complete complaint cases using available evidence and data. Investigate each case in full using regulatory guidelines. Manage your own workload of case files to ensure project and quality deadlines are met. Update and capture relevant information to the CRM system. Speak to customers to check and update information as required. Provide accurate advice and support to customers in a timely and professional manner. Follow company processes and procedures relating to Data Protection. Always adhere to FCA and GDPR guidelines. To be a successful Administrator you will have the following skills and experience: Degree from a UK University. Excellent communication skills, to include fluent English both written and verbal. Numerate, analytical with excellent IT systems orientation. Strong ability with Word and Excel. Extremely professional, well-presented and motivated with a strong work ethic. Flexible and dedicated with the desire to succeed at all costs. In return, the Graduate Financial Services Administrator will receive a salary of £100 per day (equivalent to £24,000 per annum). Please note you must be able to travel to Barnwood near Gloucester for this role and be available for the duration of the project. You will also be required to attend an Interview and Assessment Centre and complete a Criminal Records Bureau check and clear Credit Check for this project. Candidate Source Ltd is an advertising agency and the details sent in your application will be passed to a third party responsible for processing the application. This will include holding and sharing your personal data and our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to inform you of the third partys details should you wish.

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