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Holt Executive are currently partnered with a global leader in Space sustainability, a dynamic and rapidly growing technology innovator who are making hugely positive contributions to tackle the growing problem of orbital space debris.
They require a Financial Planning & Analysis Manager to play a key part in the companys progression from a small company with start-up finance processes to a medium sized company with mature finance processes.
This is a business wide role which requires a focus on managing existing processes and adopting new practices as appropriate to ensure the smooth running of Reporting, Forecasting and Budgeting and providing Finance support for the business.
The Financial Planning & Analysis Manager will provide Reporting and Forecasts of the organisation's cash flow, profit and loss (income statement) and operating performance for the upcoming quarter and year.
These forecasts inform management on the progress and effectiveness of the companys strategic plans and investments.
Responsibilities for the Financial Planning & Analysis Manager:
Reporting Forecasting and Budgeting
- Manage the monthly and quarterly reporting process ensuring the timely production of department and consolidated reporting.
- Manage the preparation of companywide Quarterly forecasts of P&L Balance sheet and cash flow including explaining variances to budget and prior forecast for the leadership team.
- Consolidate quarterly Project forecasts ensuring the Company forecast reflect all major project milestones.
- Prepare annual Department budgets - Work with department budget holders to prepare and review forecasts on a quarterly basis ensuring sound financial management and planning.
- Prepare quarterly and annual Cashflow forecasting to inform long term funding decisions.
Financial Statement preparation
- Manage the year end audit and have oversight of the year-end financial statement preparation ensuring the main statements and supporting documents are accurately presented and reconciled.
- Ensure reporting is in line with UK GAAP and adopted policies as well as ensuring the statements are converted to IFRS for group consolidated reporting as required.
- Liaise with external accountant to provide information for the annual Corporation Tax return and R&D claim.
- Liaise with external financial accountant to complete any company secretarial duties re.
filings with Companies House.
Experience required by the Financial Planning & Analysis Manager:
- Professional accounting qualification CIMA, ACCA or ACA.
- Previous relevant experience working in a similar role with 5+ years progressive experience in financial planning and analysis, with a strong focus on budgeting, forecasting, and financial modelling, in corporate finance, consulting, auditing or another analytic environment.
- Excellent Excel skills.
- Experience creating financial statements, accounts, and reports.
- Experience with general ledger functions and the month / year end financial processes.
- Ability to distil complex financial data into actionable insights.
- Strong communication and presentation skills, with the ability to convey financial information to both financial and non-financial stakeholders.
- Ability to excel in a fast-paced, dynamic environment while managing multiple priorities effectively.
- Experience with software packages SAP, would be an advantage.
Benefits
- Flexible working around core hours in a friendly and supportive environment.
- Hybrid working available.
- Optional 9/75 working pattern (9-day working fortnight).
- 25 days holiday (increasing yearly up to a maximum of 28 days) + 8 days Bank Holiday.
- Life insurance and long-term sick pay.
- Private healthcare.
- Relocation allowance.
- New state of the art office and cleanroom facility.
If your skills and experience match this Financial Planning & Analysis Manager opportunity, we encourage you to apply now!
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Type: Permanent Location: Oxford,England
Start: 17/10/2024
Salary / Rate: £65000 - £80000 per annum, Benefits: Hybrid, flexible working, 9/75 work pattern, private healthcare
Posted: 2024-10-17 12:02:04
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Job title: Executive Assistant Location: Braintree CM77 (2 days in the Office) Start Date: ASAP Contract Type: 4-6 weeks temporary Weekly Hours: 35 hours per weekJob Purpose The Executive Assistant role is a 4-6 week temporary position focused on providing high-level administrative and secretarial support to senior management.
This includes managing executive schedules, preparing important documents, organising meetings, and handling confidential information with discretion.
The position requires someone who can work efficiently under pressure, ensure smooth daily operations, and support decision-making processes through effective communication and coordinationJob Role :
Supporting the executive team to ensure company goals and objectives are met and operations run smoothly.
Providing administrative and secretarial support to the Executive Management Team.
Preparing and managing documents, reports, and meeting minutes confidentially and efficiently.
Managing executives' diaries, scheduling meetings, and ensuring all necessary documentation is available for those meetings.
Organising meetings, taking minutes, and distributing papers.
Conducting research and collating information for meetings and decision-making processes.
Maintaining professional relationships with colleagues, board members, and stakeholders.
Keeping up-to-date with relevant legislation and best practices.
Participating in learning and development activities.
Seeking value for money in all duties and ensuring proper support across the organisation.
Candidate Requirements
Proven experience as an Executive Assistant reporting directly to senior management.
Secretarial experience including minute-taking and diary management.
Experience producing complex reports and presentations for executive teams, boards, or committees.
Teamwork experience, especially in supporting senior managers with high-level tasks.
Advanced proficiency in Microsoft Office and the ability to learn firm-specific software.
Strong organisational and time management skills, with the ability to work efficiently under pressure.
Ability to handle sensitive and confidential information with tact and diplomacy.
Strong interpersonal, communication, and customer service skills.
Ability to manage multiple tasks and maintain a high standard of work, with attention to detail.
If you are interested in this position and meet the above criteria, please send your CV now for consideration.If you require any additional information regarding the position, please call Lewis at Service Care Solutions on 01772 208 966 or send an E-Mail to Lewis.Hodson@servicecare.org.uk ....Read more...
Type: Contract Location: Braintree, England
Salary / Rate: Up to £17.61 per hour
Posted: 2024-10-16 23:35:02
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Medical Secretary
Location: Wigan
Type: 2 days per week (Wednesday and Friday) for 6 weeks
Application Deadline: 17th October
System: S1
Rate: £14 - £16 per hour
Job Summary:
As a Medical Secretary, you will provide vital secretarial support to the Practice Manager, Doctors, and Health Professionals.
This includes word processing, audio typing, and general clerical duties to ensure the smooth running of the practice.
Main Duties:
Provide audio, copy typing, and word processing for GPs and Health Professionals, including letters, reports, and memorandums.
Liaise with hospitals and departments to manage referrals and ensure efficient patient care.
Establish and maintain administrative systems for easy information access.
Track patient referrals and outcomes in line with practice guidelines.
Handle telephone calls, messages, and queries.
Maintain the clinic's computer system with accuracy and security.
Cover for secretarial staff during absences.
Promote best practices in health, safety, and safeguarding.
Manage mail and maintain a pending system.
Use clinical systems like Choose & Book/NHS e-referrals for queries.
About Us: Medical Centre is a large practice with 18,800 patients.
Our team includes 10 GP Partners, 6 Salaried GPs, 3 Advanced Nurse Practitioners (ANPs), 3 Healthcare Assistants (HCAs), and a large administrative staff.Job Responsibilities:
In this role, you will manage referral templates, handle queries, and liaise with hospitals, patients, and the clinical team.
Proficiency in SystmOne and Microsoft Office is essential.Person Specification:
Experience: Minimum of 6 months' experience as a Medical Secretary.
If you are interested in applying please contact Scott Marsh on 01772 208963 or send your CV to scott.marsh@servicecare.org.uk
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Type: Contract Location: Wigan, England
Start: ASAP
Salary / Rate: £14 - £15 per hour + £150 New Registrant
Posted: 2024-10-15 23:35:03
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Company Secretarial ManagerJob Type: Full Time, PermanentLocation: Borehamwood, HertfordshireSalary: £CompetitiveAbout Us Established in 1975, Sopher + Co is a trusted business adviser of choice for entrepreneurs, owner-managed businesses, high net worth individuals, professional partnerships and expats.
Our roots in Elstree led to our early client base in the media and entertainment industry.
Since then, we have grown immensely, with our portfolio now spanning over 20 industries.
Our success is within our people - with endless opportunities and open-mind approach, Sopher + Co is a place where you can drive your career and ambitions forward, sharing and promoting our commitment to excellent client experience. Sopher + Co is looking for an experienced Chartered Secretarial Manager to join our team in Borehamwood.
Reporting to the partners you will be working within a team of three providing corporate secretarial services in the UK.Other duties and responsibilities include, but are not limited to: Your duties will include, but are not limited to:
Providing advice to clients, colleagues, and Partners on company secretarial matters, acting as a point of contact for technical queries.Managing a portfolio of clients and contributing to the smooth operation of the company secretarial department.Assisting with the client billing process for company secretarial work on a monthly basis, with additional responsibility for special work billing.Overseeing the maintenance of statutory registers for clients' companies and LLPs, ensuring data accuracy and compliance with best practices.Collaborating with the tax department on SEIS and EIS applications, providing input and ensuring alignment with company secretarial procedures.Managing both complex corporate actions and basic form filings, including but not limited to:
Capital reductions via solvency statements.Share capital reorganisations (e.g., allotments, subdivisions, consolidations, share buybacks, redenomination, and the creation of new share classes).Share transfers and arranging Stamp Duty payments where required.Voluntary striking off private companies and LLPs.Assisting with amendments to articles of association and ensuring timely submission of filings to Companies House.Preparing dividend paperwork and basic forms (e.g., changes to company name, registered office, officer or shareholder details).
Managing the department’s template library.Ensuring compliance with legal and regulatory requirements in the registration and annual statements of UK establishments of overseas companies.Collaborating with the Business Support Team/Manager on client onboarding processes and working closely with them on annual KYC reviews.
Provide guidance where necessary, though onboarding remains under their responsibility.Supporting the team in obtaining AML documentation for newly incorporated clients and collaborating with the Business Support Team to address any existing gaps in client files.Building and maintaining relationships with key stakeholders, including regulatory bodies, legal counsel, and senior client representatives.
About you Sopher + Co take pride in their employees and their achievements whilst praising and recognising hard work.
We are looking for people who embrace the 3 C’s – change, challenge and commitment.
We enjoy working with people who can work well with others and in turn enjoy working amongst a diverse team of professionals. We’ll need you to have a keen eye for detail, teamed with the ability to spot any inaccuracies or duplications and provide resolutions.
Efficiency and accuracy are key, as well as exceptional interpersonal skills, effective communication, and the ability to work to tight deadlines.
Additionally, the role requires the ability to network internally and externally, along with the ability to apply and expand your expertise. You will also have/be:
ICSA Fellow or equivalent senior-level qualification.Strong technical expertise in company secretarial practice, with practical experience in drafting articles, capital reductions, share buybacks, and other corporate procedures.Experience in a similar role within a company secretariat department or professional services firm.Good understanding of company secretarial administration and the Companies Act 2006.Proficient in Diligent, CCH, and other company secretarial software packages.Advanced skills in Excel and other Microsoft Office applications.
In addition to the above successful candidate will be commercially minded, displaying level of flexibility, professionalism, confidence and ability to build successful relationships through credibility, trust and mutual respect.
In Return We will offer you a competitive package, including extensive benefits for you and your family, a comfortable warm and friendly environment with great people and the chance to work with some of the most prestigious clients that no other family-based firm can offer.
Sopher + Co strongly believes in staff development and continuously encourage internal progression. Sopher + Co is committed to the principle of equality of opportunity in employment and we expect all our employees to act in accordance with this policy, we recognise the key role it plays in the success. ....Read more...
Type: Permanent Location: Borehamwood
Start: ASAP
Duration: Permanent, Full Time
Salary / Rate: £Highly Competitive + Benefits
Posted: 2024-10-09 14:35:36
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Legal Secretary - Birmingham
Salary: Up to £23,000 per annum
Location: Birmingham City Centre
We are currently working with a leading lawlaw firm in Birmingham City Centre, known for its supportive and progressive work environment.
This multi-office firm is looking for an experienced Legal Secretary to join their dynamic team, assisting various departments across the business.
Our client takes pride in offering a positive workplace where employee well-being is a top priority.
They promote a healthy work-life balance, ensuring their team remains motivated and happy without the pressure of long working hours often seen in larger firms.
Role Overview:
As a Legal Secretary, you will work within a collaborative secretarial pool, providing essential support to fee earners across multiple practice areas, including:
- Real Estate
- Wills & Probate
- Family Law
- Personal Injury
- Employment Law
- Commercial Litigation
Your day-to-day responsibilities will include:
- Audio and copy typing of legal documents (experience with digital dictation systems like BigHand is a plus)
- Drafting and processing legal documents, correspondence, and bills
- Managing diaries and providing task support for busy fee earners
- Maintaining and organising client files using the firm's case management system
- Providing excellent client service through telephone and occasional reception duties
- Assisting with file opening and closure
Key Requirements:
- Proven experience in a legal secretarial role, ideally across various practice areas
- Strong typing skills (both audio and copy)
- Proficiency in MS Word and Excel
- Experience with case management systems and digital dictation tools
- Excellent organisational skills and attention to detail
Whats on Offer:
- Competitive salary up to £23,000
- 35-hour work week, Monday to Friday
- 24 days of annual leave with an option to purchase more
- Pension scheme with matching 4% contributions
- Life Assurance (4x salary)
- Discounts on personal legal services
- Corporate discounts for gym memberships and leisure activities
- Annual flu vaccinations
This is a fantastic opportunity to join a firm that values its staff and provides the platform for you to grow within a supportive, professional environment.
For further information or to discuss the role in more detail, please contact Ellie on 0121 296 3819 or forward your most recent CV to e.sedgwick@clayton-legal.co.uk
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Type: Permanent Location: Birmingham,England
Start: 04/10/2024
Salary / Rate: £23000 per annum
Posted: 2024-10-04 14:36:04
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Conveyancing Legal Secretary
A fantastic, leading law firm, known to us as a client for many years are keen to add an experienced Legal Secretary to their already impressive Conveyancing team.
Based in well-equipped offices in an impressive setting, close to commuter links, the Legal Secretary will benefit from working with a cohesive team of Secretaries, Fee Earners and Partners to deliver a high quality of a full range of Legal Secretarial Duties in Wolverhampton.
Duties and responsibilities of the Legal Secretary in Conveyancing:
- Provide high level support to partners and fee earners working closely with the partner and their team in the Conveyancing department
- Extensive diary management and organising complex travel arrangements for a lot of overseas travel for partners
- Assisting partners with the daily secretarial duties such as managing bundles
- Plays an active role in knowledge sharing to ensure growth and development
- Assists the partner in providing them with effective and high quality secretarial support
- Undertakes all aspects of the role using the most appropriate tools and resources for the task to meet deadlines
- Demonstrates flexibility and proactively contribute to the team's success by actively seeking to improve working processes
- Ensures all work is undertaken in the correct priority order
- Communicates with Team Coordinators/Team Leaders to keep them appraised of a task's status
- Follows team processes and procedures when undertaking tasks
- Collaborates with team members on team processes, procedures and solutions - ensuring more junior members of the team understand and adhere to these
- Actively participates in team meetings
Skills Required:
- Extensive relevant experience as a Legal Secretary - Conveyancing experience is essential
- At least 3 years solid experience
- IT literate with high level of proficiency in Microsoft Office suite (Excel, PowerPoint, Word, Outlook), Lync - Skype for Business and Microsoft Teams
- Detailed and strong working knowledge of and high level of proficiency in Elite billing
- Exemplary document management and filing
- Excellent telephone manner
- Excellent organisation and prioritisation skills
- Applies knowledge and judgement to solve problems and make decisions
- Experience of delegating to, and training, junior team members
For further information or to discuss the role in more detail, please contact Ellie on 0121 296 3819 or forward your most recent CV to e.sedgwick@clayton-legal.co.uk
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Type: Permanent Location: Monmore Green,England
Start: 04/10/2024
Salary / Rate: £22000 - £24000 per annum
Posted: 2024-10-04 14:24:04
