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CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
BRISTOL UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team.
As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Bristol, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-20 16:49:28
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Service Care Solutions are currently recruiting for a Business Support Officer in Nottingham to join their team on a temporary basis.
Please find a description of the role below.
Rate: £14.65 per hour
Hours: 37 per week
Location: Nottingham
Contract: 3 months on going
Key Responsibilities:
Raise and process purchase orders, confirming receipt of goods/services
Input data into BMS/SAP systems and manage shopping cart approvals
Reconcile business credit card transactions and assist with invoice approvals
Process travel claim payments and maintain accurate records
Resolve order, payment, and invoice queries
Ensure compliance with GDPR, Equality & Diversity, and Health & Safety policies
Key Requirements:
Strong organizational skills and attention to detail
Experience with spreadsheets, databases, and order management systems (BMS/SAP preferred)
Ability to work under pressure and meet deadlines
Excellent communication and customer care skills
Awareness of GDPR, confidentiality, and equal opportunities
If you are interested in the role, or know anyone who may be, please contact Marc at Service Care Solutions on 01772 208969 or email marc.facer@servicecare.org.uk.
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed. If you have any questions or queries, please don't not hesitate to ask. Many thanks, ....Read more...
Type: Contract Location: Nottingham, England
Start: 02/12/2024
Duration: 3months ongoing
Salary / Rate: Up to £14.65 per hour
Posted: 2024-11-20 12:00:24
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CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
BOLTON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Client Associate to join the team.
As the Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Bolton, England
Start: ASAP
Salary / Rate: £30000.00 - £35000.00 per annum + 4 day week + hybrid
Posted: 2024-11-18 15:48:00
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Job Description:
Our client, a leading professional services company, has a new opportunity as an Audit Advisor to join their team based in Aberdeen on a permanent basis.
Desirable Skills/Experience:
A professional accountancy qualification - ACCA/ICAS or equivalent
Newly qualified or part qualified considered
Audit experience working in a similar role
Experience of a client facing role
Strong communication skills
Ability to work on own initiative and to tight deadlines
Core Responsibilities:
Execute planning and completion of audit work in line with internal processes and procedures and due consideration of resources and budget, with guidance.
Planning, fieldwork and completion of audits, taking a key role in the audit team, managing delivery expectations and highlighting any issues at an early stage
Identify and undertake more complex audit areas during fieldwork stage, with guidance, and referring queries to more senior members of the audit team.
Attend planning and clearance meetings, taking an active role the meeting preparation, contributing to discussion and answering queries where appropriate, both from audit team and client.
Reviewing draft accounts, issue to client and deal with any queries arising, with guidance.
Demonstrating the ability to act as the client's main point of contact on site during audit fieldwork, dealing with queries and identifying areas where other service lines could provide support.
Manage work delegated to junior members of the team while still being responsible for overall delivery to meet deadlines.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15790
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Aberdeen, Scotland
Start: ASAP
Posted: 2024-11-18 14:27:31
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ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
BOLTON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Account Manager to join the team.
As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Bolton, England
Start: ASAP
Salary / Rate: £30000.00 - £35000.00 per annum + 4 day week + hybrid
Posted: 2024-11-18 10:24:16
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ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
LEICESTER
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business who have an exciting opportunity for a Account Manager to join the team.
As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Leicester, England
Start: ASAP
Salary / Rate: £30000.00 - £35000.00 per annum + 4 day week + hybrid
Posted: 2024-11-18 10:22:41
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Job Description:
Are you a qualified accountant with a solid understanding of Financial Reporting, ideally within a global/large business setting? We are working on an excellent opportunity for an Accountant to join the team at a leading investment firm based in Edinburgh.
This is a 3-month contract with a hybrid working pattern.
Skills/Experience:
Qualified Accountant or qualified by experience.
Knowledge and understanding of accounting principles, practices and processes.
Experience in Group reporting desirable.
Strong PC skills, particularly Excel.
Attention to detail and accuracy.
Core Responsibilities:
Support elements of the reporting process including IFRS note preparation, segmental reporting, Associates/joint venture reporting and the collation and preparation of other KPI's.
Data and commentary submissions are reviewed, analysed, and challenged to ensure information provided is accurate and appropriate.
Develop finance systems knowledge to ensure optimal use of technology to drive insight and analysis while improving process efficiencies.
Deliver continuous process/quality improvements - looking to add value by challenging existing practices and designing, developing and implementing changes to ensure reporting is in line with industry best practice and adds value.
Preparation and review of the Strategic report section of the Group's ARA while supporting enhancements to corporate reporting and review of best practice reporting.
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15884
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2024-11-15 16:22:52
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Job Description:.
Our client, an investment bank in London, is recruiting for an RFP Writer to join their team on a 12-month contract basis.
The role offers a hybrid working model, with a minimum of 3 days in the office.
Skills/Experience:
RFP writing experience within the asset management industry
Superior writing, editing and proofreading skills
Ability to focus on small details while maintaining larger picture
IMC (desirable)
Core Responsibilities:
Completion of RFPs/RFIs/DDQs utilising best practice.
Specialise in an asset class/strategies.
Maintenance of the strategy section of RFP database (Loopio)
Contribute towards on-going efficiency and quality improvement
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15883
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2024-11-15 13:47:53
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Job Description:
Our client, an investment bank in London, is recruiting for a Lawyer to join their team on 6-month contract basis.
This opportunity will suit a qualified lawyer who thrives working within fast paced and global environments.
Skills/Experience:
Qualified lawyer
Minimum 5-7 years of relevant, post-qualification experience, preferably at large/complex financial institution, technology company, or law firm
Knowledge and experience in technology legal advisory, data, intellectual property, and/or commercial contracts is an advantage.
Strong time management skills, with the ability to manage multiple projects and priorities.
Core Responsibilities:
Serve as a legal advisor on technology, data and intellectual property matters
Review, draft, negotiate and close a broad range of technology, market data, professional services and general services agreements, including but not limited to technology outsourcing, hardware and software purchases, SaaS and other cloud transactions, maintenance and support arrangements, and design and construction agreements
Work closely with compliance, risk and business partners on identifying legal and regulatory changes
Coordinate trademark and domain name registrations, advise on brand infringement matters, and handle general IP queries
Support on strategic projects that involve technology and data aspects
Advocate on technology, data, outsourcing regulatory consultations
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15881
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: London, England
Start: ASAP
Posted: 2024-11-15 12:43:32
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Junior Company Administrator required for an established Fiduciary Company based in Gibraltar.
The role is offering a competitive salary per annum plus training depending if you are entry level or have approximately 2 years' relevant experience.
As the Junior Company Administrator, you will work alongside the Senior Administration Team to ensure that all filings, KYC documentation and generally all billings and client details are kept accurate and up to date.
This role would suit a school leaver to “A” level or a Graduate seeking a career in this field.
The Junior Company Administrator role will be primarily project driven and, to a certain extent will involve providing secretarial support to the Team.
What's on offer to you?
Genuine career progression
Competitive salary £19 -22k DOE
Training Support
What You Will Be Doing
Assisting Senior Administrators in the administration of client portfolios
Attending to basic client queries and to requests from Senior Administrators
Undertaking company file reviews and assisting with AML/Compliance risk assessments
Attending to statutory filing of documents
Drafting board resolutions/minutes
Company billing
Updating information related to Companies in Viewpoint
Maintaining records of daily time spent on time billing modules
Liaising with Banks and other financial institutions on day-to-day administration of Company portfolios
Any ad-hoc tasks and duties as instructed by the directors of the firm's licensed companies
General upkeep of files, both paper and electronic versions, to include filing and storing documentation in Document Manager
General office administration
What You Will Need to Succeed in This Role
Minimum of 1 - 2 years' experience with a Trust or Company Service Provider is ideal but school leavers to A level or Graduates can apply
Strong Academic background, minimum of 5 GCSE's including English and Mathematics
Excellent writing and interpersonal skills with a high level of attention to detail
IT skills, including proficiency in Microsoft Office (required) and Viewpoint (preferred)
Strong work ethic and the ability to take initiative
Organizational skills with and ability to multi-task
Team player
Junior Company Administrator | Gibraltar | Filings | KYC | Company Billings | Graduate | School Leaver ....Read more...
Type: Permanent Location: Gibraltar
Start: ASAP
Duration: Permanent
Salary / Rate: Competitive salary plus benefits
Posted: 2024-11-15 11:26:47
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Job Description:
Are you experienced in drafting and negotiating legal contracts? If so, we want to hear from you!
Our client, a global asset manager based in Edinburgh, is recruiting for a Contracting Officer to join the business on a temporary basis until July 2025.
Deadline: Tuesday 19th November at 10am!
Skills/Experience:
Proven track record of drafting and negotiate sophisticated legal contracts
Ability to perform and deliver high quality legal contracts in a fast-paced environment
Proven skills in successfully managing competing internal and external demands within timeframes
Legal qualification is preferred but not essential
Core Responsibilities:
Drive the contracting process from initial drafting through negotiation and execution
Facilitate and coordinate with stakeholders across functions involved in the contracting process
Manage client expectations throughout the negotiation process
Identify potential issues that are disseminated to potentially impacted internal stakeholders for review, discussion, negotiation and resolution
Capture and record relevant non-standard contractual clauses on an ongoing basis and maintain the contractual documentation database
Support the sales team with contractual documentation queries
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15774
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDCAS ....Read more...
Type: Contract Location: Edinburgh, Scotland
Start: ASAP
Posted: 2024-11-15 10:28:51
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Senior Company Administrator required for an established Fiduciary Company based in Gibraltar.
The role is offering a competitive salary to candidates with at least 5 years' relevant experience.
As the Senior Company Administrator you will be accountable to the Corporate Department's Line Manager and ultimately to the Head of Corporate and the Directors of the firm.
You will have a confident and professional personality to deal with third parties including banks, shareholders and lawyers on a daily basis.
What's on offer to you?
Competitive Salary based on experience
Ongoing training options can be offered
What You Will Be Doing
Administration of a portfolio of companies from various jurisdictions and providing support to the Directors in the day to day running of entities under management
Responsibility alongside Management, for building and maintaining successful relationships with clients within a portfolio
Regular contact with clients, principally by letter, e-mail and telephone and providing a quality and professional service
Liaising with external advisors including investment advisers, asset managers, lawyers, accountants, brokers, tax advisers, auditors and other third parties, as necessary regarding client affairs
Manage, supervise, train and develop as necessary junior members of staff and oversee their work
Complying with all regulatory and legislative requirements in accordance with the regulatory licenses held by the business, including any codes of practice and regulatory guidance
Undertaking comprehensive company file reviews and periodic AML/Compliance risk assessments
Drafting of AGMs and Board Resolutions/Minutes
Company billing, invoicing clients
Attending to statutory filings of documents
Updating information related to Companies in Viewpoint, ensuring client database is always updated and correct including billings
Liaising with banks and other financial institutions on day-to-day administration of Company portfolios and cash deposits held
Any ad-hoc tasks and duties as instructed by the Directors of the firm's licensed companies
General upkeep of files, both paper and electronic versions, Document Manager
What You Will Need to Succeed in This Role
Minimum of 5 years' experience within a Trust or Company Service Provider
Strong academic background, minimum of 5 GCSEs including English and Mathematics
Excellent writing and interpersonal skills with a high level of attention to detail
IT skills, including proficiency in Microsoft Office (required) and Viewpoint (preferred)
Strong work ethic and the ability to take initiative
Strong organizational skills with an ability to multi-task
Team player
Senior Company Administrator | Gibraltar | Filings | Minutes | Viewpoint | AGMs | Board Meetings ....Read more...
Type: Permanent Location: Gibraltar
Start: ASAP
Duration: Permanent
Salary / Rate: Competitive salary plus benefits
Posted: 2024-11-15 09:59:36
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ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
SALISBURY
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Salisbury who have an exciting opportunity for a Account Manager to join the team.
As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Salisbury, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-14 17:18:19
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ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
WIMBLEDON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Wimbledon who have an exciting opportunity for a Account Manager to join the team.
As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Wimbledon, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-14 17:16:44
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ACCOUNT MANAGER - PENSIONS / FINANCIAL SERVICES
BRISTOL
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY:
Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Account Manager to join the team.
As the Account Manager you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis!
This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more! If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed! THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Bristol, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-14 17:14:13
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Job Description:
Our client, a leading financial services firm, has an exciting opportunity for a Compensation Financial Controller to join the team based in Glasgow on a permanent basis.
You will be responsible for the accounting and reporting of compensation and benefits for the firm.
Skills/Experience:
Professional Accountancy Qualification, or equivalent specialisation in Finance.
Experience in finance processes, controls and reporting.
Flexibility to change priorities as new situations present themselves.
Strong communication skills
Experience managing staff and/or reviewing the work of others.
Strong team player
Core Responsibilities:
Manage the accounting, reporting and analysis for global employee compensation.
Close collaboration with accounting policy on interpretation and implementation of new accounting rules or accounting analysis of new compensation arrangements.
Maintain a strong control environment.
Involvement in firm and financier-wide initiatives as an SME with accountability for assessing, planning and delivering all compensation & benefit related accounting and reporting impacts.
Analyse large datasets to provide information and insights across a range of global stakeholder groups.
Deliver continuous improvement through automation and process enhancement.
Line management responsibilities.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15879
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2024-11-14 14:20:09
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Job Description:
Our client, a leading financial services firm, have an exciting opportunity for a Compensation Financial Controller to join the team based in Glasgow on a permanent basis.
You will be responsible for the accounting and reporting of compensation and benefits for the firm.
Skills/Experience:
Professional Accountancy Qualification, or equivalent specialisation in Finance.
Experience in finance processes, controls and reporting.
Flexibility to change priorities as new situations present themselves.
Strong communication skills
Experience managing staff and/or reviewing the work of others.
Strong team player
Core Responsibilities:
Manage the accounting, reporting and analysis for global employee compensation.
Close collaboration with accounting policy on interpretation and implementation of new accounting rules or accounting analysis of new compensation arrangements.
Maintain a strong control environment.
Involvement in firm and financier-wide initiatives as an SME with accountability for assessing, planning and delivering all compensation & benefit related accounting and reporting impacts.
Analyse large datasets to provide information and insights across a range of global stakeholder groups.
Deliver continuous improvement through automation and process enhancement.
Line management responsibilities.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15879
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2024-11-14 14:18:51
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Job Description:
We are working on a fantastic opportunity for a Senior Administrator Trade Processing to join a global financial services firm in Glasgow.
In this role, you will be responsible for the production cycle of the team, supporting complex and routine operational activities to ensure client service delivery.
Skills/Experience:
Trade processing experience
Strong working knowledge of policies/procedures and regulations within client delivery and company side
Accuracy and strong attention to detail
Involvement in change initiatives with ability to adapt to an ever-changing environment
Client service skills
Core Responsibilities:
Ensuring a high-quality client service is delivered to all clients, referring complex/technical issues to senior colleagues as appropriate.
Ensuring the service level provided by the team adheres to the Client Service Delivery agreements.
Ensuring procedures are reviewed and updated on a regular basis, passing to senior colleagues for review.
Support external counterparty relationships, providing feedback for performance reviews e.g.
brokers and custodians.
Allocating daily workload within the team, providing supervision and technical support to the team administrators.
Support the development and implementation of process improvements.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15880
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2024-11-14 12:31:16
-
Job Description:
We are working on an excellent opportunity for an Audit Analyst/Advisor to join the team at a leading accountancy firm on a permanent basis.
In this role you will assist in the delivery of audit and accounting services.
This role is based in Glasgow.
Skills/Experience:
Experience working in an audit role
A professional accountancy qualification - ACCA/ICAS or equivalent
Newly qualified or part qualified considered
Strong written and verbal communication skills
Excellent attention to detail
Experience in Xero/Sage/Quickbooks is desirable
Team player who deals effectively with colleagues and clients
Ability to prioritise and co-ordinate tasks efficiently ensuring all deadlines are met
Strong organisational skills
Core Responsibilities:
Assisting the senior management team to deliver audit and accounting services.
Responsible for the planning implementation and completion of a variety of audit clients and will be required to support other members of the audit team.
Visiting client sites to oversee the Audit including supporting junior team members and being responsible for complex file areas.
Plan and complete audit assignments and ensure that all audits have the appropriate and sufficient documentation to support the opinion and to document all conclusions reached
Preparation of statutory financial statements from client data.
Assist with the development of more junior members within the team.
Manage and develop client relationships.
Benefits:
A highly competitive salary
Wider Benefits package
Core-Asset Consulting is an equal opportunities recruiter and we welcome applications from everyone irrespective of age, disability, gender, gender identity or expression, race, colour, ethnic or national origin, sexual orientation, religion or belief, marital/civil partner status or pregnancy.
Job reference: 15845
To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.
At Core-Asset, we're committed to protecting and respecting your privacy.
Our privacy statement explains when and why we collect personal information about people who engage with our services, how we use it, the conditions under which we may disclose it to others, and how we keep it secure.
We may change this policy from time to time, so please check this policy occasionally to ensure that you're happy with any changes.
By engaging with us (either by applying for a job we're advertising, registering through our website, or getting in touch with our business) you're agreeing to be bound by this policy.
Core-Asset Consulting is committed to protecting the privacy of our candidates, clients and website users.
For further information, please refer to our full Privacy Statement available on our website http://www.core-asset.co.uk/about-core-asset/privacy-statement
Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.
INDPERM ....Read more...
Type: Permanent Location: Glasgow, Scotland
Start: ASAP
Posted: 2024-11-14 12:22:28
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Employment Type: Full-time, PermanentCompany Overview: Join our headquarters team in Berlin as a Financial Controller and play a key role in our controlling division.
We are looking for a dynamic professional to support our financial processes, reporting, and budgeting efforts, ensuring reliable data-driven insights and strategic support for the company’s continued success.Key Responsibilities:
Manage and support the end-to-end reporting and budgeting processes, ensuring data accuracy.Prepare variance analyses and ad hoc financial reports.Collaborate closely with our Finance and Operations teams to streamline processes.Oversee management reporting and work to implement results-driven measures.Drive key financial initiatives and contribute to process improvements with a focus on results.
What We’re Looking For:
Must-Haves:
Bachelor’s degree in Business or Finance, or equivalent professional training.Minimum of 2 years of experience in a similar financial control or analysis role.Proficiency in MS Office, with advanced skills in Excel.Strong analytical skills, structured working approach, and a high level of numerical proficiency.Excellent German language skills, with a good command of English.
Desired Skills:
Service-oriented mindset with an entrepreneurial approach.High initiative, team-oriented, and skilled in effective communication.
What We Offer:
Discounted Stays: 75%-90% discount on personal stays at all our locations, depending on tenure.Corporate Perks: Access to corporate discounts on leisure activities and events.Professional Development: Subsidized language courses and various training opportunities.Public Transport Support: 100% coverage of your public transport (job ticket).Wellness: Free mental health coaching and access to health-related support.Daily Perks: Complimentary beverages, fresh fruit, and snacks available every day.Service Recognition: Tenure bonuses through cash rewards and additional vacation days.
How to applyFor further details, apply today or send your CV to clay@corecruitment.com.Due to the volume of applications, we may not be able to provide feedback to all applicants.
If you haven't heard from us within 2 weeks, please consider your application unsuccessful.
Nevertheless, feel free to reach out!
http://www.corecruitment.com/https://www.facebook.com/COREcruitmentDOTcom/Tweet us @COREcruitment
....Read more...
Type: Permanent Location: Berlin, Germany
Start: ASAP
Duration: .
Salary / Rate: Negotiable
Posted: 2024-11-14 10:36:56
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I’m proud to be representing a very successful business that is rapidly becoming a staple of the community.
They operate a busy retail operation and are looking to expand their Commercial Team.The commercial finance manager will ensure that the company's financial health is robust and that strategic decisions are informed by thorough financial analysis.
You will play a pivotal role in shaping the business's financial future and ensuring its operational and financial efficiency.Key Responsibilities:
Business Partnering:
Work closely with commercial teams (sales, marketing, etc.) to provide financial insights and support.Assist in pricing strategy, contract negotiations, and assessing profitability of products/services.Provide advice on cost management and efficiency improvements.
Performance Management:
Monitor KPIs related to revenue, working capital, margins, and profitability.Identify and analyse trends, risks, and opportunities within the business.Support the development and implementation of performance improvement initiatives.
Reporting:
Prepare and present financial reports to senior management, highlighting key insights and recommendations.Ensure accurate and timely financial reporting for commercial activities.Support external reporting requirements related to commercial finance.
Strategic Support:
Play a key role in strategic planning, including market analysis and scenario planning.Support mergers, acquisitions, and other strategic initiatives by providing financial analysis and due diligence.
Risk Management:
Identify and mitigate financial risks associated with commercial activities.Ensure compliance with financial regulations and corporate policies.Statutory Reporting:
Produce monthly accounts and assist with the Audit.Own payment processes and collection processes.
Looking for efficiency at all points.Own collection processes and payment collection processes and look to develop these into central tasks.
The successful candidate:
Financial Acumen: Strong understanding of financial principles, accounting, and commercial finance.Analytical Skills: Ability to analyze complex data, identify trends, and make informed decisions.Business Insight: Understanding of the business environment and commercial operations.Communication: Excellent communication and presentation skills, with the ability to explain financial concepts to non-financial stakeholders.Problem-Solving: Ability to think strategically and solve problems in a dynamic business environment.Leadership: Experience leading a team and influencing senior stakeholders.Studying towards a recognized financial qualification.Fundamental understanding of accounting systems is essential.
....Read more...
Type: Permanent Location: Bury, Cambridgeshire, England
Start: /
Duration: /
Salary / Rate: £38k per year + /
Posted: 2024-11-13 15:30:57
-
CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
BRISTOL
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Bristol who have an exciting opportunity for a Client Associate to join the team.
As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Bristol, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-12 17:19:15
-
CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
LONDON
UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in London who have an exciting opportunity for a Client Associate to join the team.
As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-12 17:11:29
-
CLIENT ASSOCIATE - PENSIONS / FINANCIAL SERVICES
SALISBURY UP TO £35K + HYBRID WORKING + 4 DAY WEEK AFTER PROBATION
THE OPPORTUNITY: Get Recruited is partnered with an exceptionally fast growing business based in Salisbury who have an exciting opportunity for a Client Associate to join the team.
As a Client Associate you will manage your own accounts from cradle to grave, handling a variety of calls and clients on a daily basis! This is an outstanding opportunity to join a business who prioritise their people, and have a benefits package to prove it! They offer a 4 day working week after a 3 month probation which doesn't affect your salary, hybrid working, coaching and mentoring plans, 25 days holiday + your birthday off and much more!If you have experience in Pensions,SIPs,SSAS, Investments, Property or any other regulated area of Financial Services as aClient Manager, Portfolio Manager, Client Associate or Account Manager, this opportunity is not to be missed!THE OPPORTUNITY:
Having ownership of your own clients and schemes
Managing those accounts and schemes from end-to-end
Liaising with clients and third parties on a daily basis
Handling any queries from your allocated clients, ensuring you respond to them in a timely manner offering an exceptional service
Ensuring compliance with regulatory requirements
Calculating and paying retirement and death benefits
Processing contributions, transfers, investments, and scheme asset valuations
Undertaking property and land transactions in line with procedures
Managing rent, loans, and scheme bank accounts
Establishing new schemes and updating trust deeds as required
Completing all necessary regulatory filings and returns
Preparing client meeting packs and attending Trustee meetings
KEY EXPERIENCE:
Experience of working as a Client Manager, Portfolio Manager, Client Associate or Account Manager
Currently working in Pensions, SIPs, SSAS, Investments, Property or any other regulated area of Financial Services
Excellent client management, relationship management and stakeholder management skills
Comfortable working in a fast paced and variable role in a regulated environment
Get Recruited is acting as an Employment Agency in relation to this vacancy. ....Read more...
Type: Permanent Location: Salisbury, England
Start: ASAP
Duration: Perm
Salary / Rate: £30000.00 - £35000.00 per annum + 4 Day Week + Hybrid
Posted: 2024-11-12 17:08:32
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My client is a global corporate bank with the bulk of their EMEA internal audit team based in the heart of London.
This is a fast moving and forward thinking organisation and the Director of Internal Audit is seeking to appoint an experienced VP to take the lead on Data Analytics.
This person will understand how an audit function works, so as to understand the value add requirement, but will be a technical data analytics professional.
The main responsibilities will include:
Establish an understanding of the data stored within key banking systems to enable targeted extracts to be built.
Develop regular reports across all areas of the organisation/ all types of risk to provide auditors insight.
Support auditors develop an appropriate data approach and identify any gaps in the analysis.
Document all queries and reporting in sufficient detail so as to be repeatable by others.
Interpret specific queries from the Audit Team, develop new reports to answer them and assist auditors to identify the relevant data.
Prepare an ongoing analysis and performance of regular data tasks.
Support the regular reporting from the Audit Department.
This role will also be expected to contribute to Audit Department initiatives and work collaboratively across EMEA.
This person will have 3 direct line reports and as such we are keen to attract someone with previous leadership experience.
Relationship management will be a key part of the role as this person will be responsible for stakeholder relationships both inside and outside of the internal audit team.
This person will also be responsible for training and championing DA principles across the UK/EMEA business as well as sharing best practice techniques with other regional offices (Pan Asia and USA).
This is a key hire for the business.
We seek someone technical with python, power Bi, tableau, SQL skills who can design programmes as well as implement existing ones.
But this role will grow with the successful applicant and there will be plenty of opportunities to get involved with automation, AI as things develop.
This person will mainly provide oversight but will have the ability and desire to roll their sleeves up on the odd occasion, if required.
The bank operates a hybrid working policy with 2-3 days a week in the office (one with the whole team) and the rest working from home.
This is an excellent opportunity to join a well established global bank, who are currently experiencing an unprecedented period of growth.
This person will influence at the highest level and we seek to attract the best.
Please click to apply.
This role will not offer sponsorship and only candidates with full right to work in the UK can be considered. ....Read more...
Type: Permanent Location: London, England
Start: ASAP
Duration: Permanent
Salary / Rate: £100000 - £110000 per annum + & Strong benefits package
Posted: 2024-11-12 15:09:14
