Due to a period of extended growth, this is an excellent opportunity to join an award-winning Pensions Consultancy firm who are currently looking for an experienced Pensions Consultant to join their London office. If you have proven experience of providing Pension consultancy and governance advice services and support to clients on their Defined Contribution Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pensions, PMI, season ticket loans and a discretionary bonus. There is also a degree of flexible, remote working on offer for this role. Please quote 43375 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Dec 15, 2018
Due to a period of extended growth, this is an excellent opportunity to join an award-winning Pensions Consultancy firm who are currently looking for an experienced Pensions Consultant to join their London office. If you have proven experience of providing Pension consultancy and governance advice services and support to clients on their Defined Contribution Pensions arrangements then this is the ideal role for you! To be successful with your application, you will need to have a high level of understanding of the UK Pension market, which you will be required to bring to this role alongside excellent negotiation and influencing skills and the ability to identify commercial opportunities from legislative and other structural changes in the market place. PMI qualifications are preferred, although not essential, and in terms of personality attributes you will need to be confident, articulate and have the understanding of the importance of providing excellent client service. In return, this role will provide the incumbent with an excellent opportunity to join a small, specialist team within a respected consultancy in this market, where you will also be rewarded with a first class salary and flexible benefits package that includes DC Pensions, PMI, season ticket loans and a discretionary bonus. There is also a degree of flexible, remote working on offer for this role. Please quote 43375 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
We are currently working with a dynamic, fast-moving Independent financial Advise firm who are currently looking for high Calibre Paraplanner to help assist with the sustainable and on-going growth of the business. The successful candidate will carry out clear and detailed reports and recommendations to clients to highlight areas of concern, investment opportunities and areas of planning that need attention. Assist Adviser and other administrators wherever necessary in all areas of the client process Strong organisation and time management skills are essential, together with open communication and a great work ethic. In return, a Basic salary of £28-35k depending on experience with development and support towards chartered. If you are looking for to join a fantastic organisation in financial service and want to know more, We'd love to hear from you so please give us a call.
Dec 15, 2018
We are currently working with a dynamic, fast-moving Independent financial Advise firm who are currently looking for high Calibre Paraplanner to help assist with the sustainable and on-going growth of the business. The successful candidate will carry out clear and detailed reports and recommendations to clients to highlight areas of concern, investment opportunities and areas of planning that need attention. Assist Adviser and other administrators wherever necessary in all areas of the client process Strong organisation and time management skills are essential, together with open communication and a great work ethic. In return, a Basic salary of £28-35k depending on experience with development and support towards chartered. If you are looking for to join a fantastic organisation in financial service and want to know more, We'd love to hear from you so please give us a call.
Virtual PA Services
Colchester Business Park, Essex
Virtual PA Services are an expanding Colchester based organisation who are currently recruiting for a full-time Paraplanner to provide support to a portfolio of Wealth Managers and Financial Advisors who are part of The St James's Place Partnership. (St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment, Retirement products and financial solutions to a High Net Worth client base). You will be one of a team of Paraplanners working closely with a number of clients. You will be highly professional, with a strong desire to succeed within the industry, and have either completed, or are working towards the CII exams. The role will includ e: Completion of client records Chase up Letters of Authority/liaise with Providers Produce relevant calculations and illustrations to support the production of Suitability Letters Prepare and complete compliant Suitability Letters for a broad range of advice recommendations Submit business for compliance checking Communicate with St. James's Place Partners Use of Analytics Responsible for keeping up to date with product and regulation changes Completion of St. James's Place Paraplanning Accreditation Undertake CII exams to achieve a Level 4 Diploma qualification Complete timesheets to accurately record time taken to undertake tasks/reports The successful candidate will have the following skills: Conscientious and attention to detail orientated Excellent written communication Desire to succeed and a can do attitude Professional interpersonal skills Focus Ability to use initiative and look for alternative solutions Lateral thinking and creativity Organisational skills with the ability to prioritise workloads Remains calm under pressure Experience in Paraplanning Hours of work: Monday to Friday - hours to be agreed Salary : Up to £30,000 per annum - to be agreed depending on experience and hours worked. Additional benefits include death in service benefit, pension, private healthcare and an employee perks scheme. Location: Colchester Business Park, Colchester To apply, please send your CV via the application link. Please note all applications will be fully reviewed, and those short-listed will be contacted by 28th December 2018. Should you not be contacted by this date, unfortunately you have not been short-listed on this occasion. Those short-listed will be contacted to complete an assessment which includes numeracy, literacy and verbal reasoning tests, lasting maximum one hour, prior to being selected for interview. STRICTLY NO AGENCIES , direct candidate applications only.
Dec 15, 2018
Virtual PA Services are an expanding Colchester based organisation who are currently recruiting for a full-time Paraplanner to provide support to a portfolio of Wealth Managers and Financial Advisors who are part of The St James's Place Partnership. (St. James's Place Wealth Management plc (SJP) is a leading, and highly regarded, FTSE 100 UK Wealth Management company which distributes a range of Investment, Retirement products and financial solutions to a High Net Worth client base). You will be one of a team of Paraplanners working closely with a number of clients. You will be highly professional, with a strong desire to succeed within the industry, and have either completed, or are working towards the CII exams. The role will includ e: Completion of client records Chase up Letters of Authority/liaise with Providers Produce relevant calculations and illustrations to support the production of Suitability Letters Prepare and complete compliant Suitability Letters for a broad range of advice recommendations Submit business for compliance checking Communicate with St. James's Place Partners Use of Analytics Responsible for keeping up to date with product and regulation changes Completion of St. James's Place Paraplanning Accreditation Undertake CII exams to achieve a Level 4 Diploma qualification Complete timesheets to accurately record time taken to undertake tasks/reports The successful candidate will have the following skills: Conscientious and attention to detail orientated Excellent written communication Desire to succeed and a can do attitude Professional interpersonal skills Focus Ability to use initiative and look for alternative solutions Lateral thinking and creativity Organisational skills with the ability to prioritise workloads Remains calm under pressure Experience in Paraplanning Hours of work: Monday to Friday - hours to be agreed Salary : Up to £30,000 per annum - to be agreed depending on experience and hours worked. Additional benefits include death in service benefit, pension, private healthcare and an employee perks scheme. Location: Colchester Business Park, Colchester To apply, please send your CV via the application link. Please note all applications will be fully reviewed, and those short-listed will be contacted by 28th December 2018. Should you not be contacted by this date, unfortunately you have not been short-listed on this occasion. Those short-listed will be contacted to complete an assessment which includes numeracy, literacy and verbal reasoning tests, lasting maximum one hour, prior to being selected for interview. STRICTLY NO AGENCIES , direct candidate applications only.
Exchange Street Financial Services
Bury St. Edmunds, Suffolk
What's up doc? When you lead others, what's the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out, wouldn't. So how about a leadership role where you won't be worrying about income production or targets? Where you'll be helping overcome issues relating to their business. Whether that be growth, marketing or how to get the most from their paraplanner. Listening, guiding and coaching. Not number crunching, pressure and performance plans. In short, all carrot and no stick. Sounds liberating doesn't it? There will be financial rewards for your work. You will earn six-figures. But your other reward will be the chance to see how advisers develop under your guidance. You will see them work smarter, be happier and achieve financial freedom. To do this you will have significant management experience within financial services. You will be Level 4 qualified. And you will have been around the industry long enough to know what motivates advisers. You will know that business owners are sometimes resistant to change. But you'll know how you build trust. How you can work in partnership. And you'll know a thing or two about business development/planning and marketing. You'll even know what buttons to press and how to cajole, so that they solve their own issues. With your expert help of course. And when they succeed, you'll know that in some way, they wouldn't have got there without you. Or your carrots. Click apply and send us a CV or a way of contacting you. Sticks not required.
Dec 15, 2018
What's up doc? When you lead others, what's the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out, wouldn't. So how about a leadership role where you won't be worrying about income production or targets? Where you'll be helping overcome issues relating to their business. Whether that be growth, marketing or how to get the most from their paraplanner. Listening, guiding and coaching. Not number crunching, pressure and performance plans. In short, all carrot and no stick. Sounds liberating doesn't it? There will be financial rewards for your work. You will earn six-figures. But your other reward will be the chance to see how advisers develop under your guidance. You will see them work smarter, be happier and achieve financial freedom. To do this you will have significant management experience within financial services. You will be Level 4 qualified. And you will have been around the industry long enough to know what motivates advisers. You will know that business owners are sometimes resistant to change. But you'll know how you build trust. How you can work in partnership. And you'll know a thing or two about business development/planning and marketing. You'll even know what buttons to press and how to cajole, so that they solve their own issues. With your expert help of course. And when they succeed, you'll know that in some way, they wouldn't have got there without you. Or your carrots. Click apply and send us a CV or a way of contacting you. Sticks not required.
We are looking for a Financial Controller to manage the accounts for 3 hotels. You will manage P&L, VAT Returns, HMRC reporting forms, cash flow, forecast reports, analyze stock taking reports, ensuring systems are in place to prevent financial theft. The role will oversee purchase ledger, credit control and supplier payment planning. This role includes are the normal duties of a financial controller. As a Financial Controller you will have overall responsibility for budgeting and cost control, including financial planning and forecasting. You will also be managing the Finance Team to ensure all functions including sales and purchase ledger, record keeping and cash reconciliations are compliant and being monitored accordingly. Tasks Include: To report and reconcile daily revenue, prepare daily, management information for the hotels. Audit of daily rates, discounts, voids and complimentary, liaise with departmental managers at the Hotels. Responsible for processing of purchase orders and invoices, input into Sage paperless, ensuring coding is allocated correctly to nominal codes, pay suppliers in accordance with SARR policy. Deal with supplier queries, ensuring supply is maintained at all times to Intercompany charging and reconciliations. PAYE reconciliation. Report payroll costs by department and input into nominal ledger. Prepare P11D at year end. Ensure client invoices are raised within three days of the event and credit control is in place to collect debts in line with company policy of 30 days. Deal with client queries. Review correct charging with departments and increase accuracy of charging. Daily review of bank balance and awareness of cash flow, controlling receipts and payments. Control of assets - beverage stock control, misc. stock controls, monthly stock reporting including variance analysis and GP%. Internal audits to be undertaken on regular basis across all Hotels production of financial accounts and liaising with auditors. Ensure all revenue is captured and all costs are reported correctly in nominal ledger. Prepare weekly P & L report. Prepare monthly management accounts in line with group policy. Liaise with all HOD's regarding departmental P & L's, gross profit %, support general manager with P & L analysis and training for managers. Ensure all balance sheet accounts are reconciled every month for review. Prepare VAT returns, National Statistics and year end payroll filing. Attend and participate in GM and Head of Department Meetings. Prepare annual budgets, review the sales budget, and prepare the cost budget and present full budget to The Investors Ad hoc reporting, including reviewing costed rosters for the operation at the hotels on a monthly basis Prepare accounting year end schedules including fixed asset register and tax information. Qualifications/Experience Qualified AAT/CIMA/ACCA or similar qualification or experience, with a proven track record in a self-accounting property, as a senior financial manager within the 4 or 5 star leisure industry. Key skills required Strong manager, self-motivator, with attention to detail. Ability to working to tight deadlines. Have a "hands on" approach to deal with the matters as they arise. Have proven experience of self-accounting for large hotel/resort or similar. Taking accounts from trial balance through to management and statutory accounts. Systems Experience Accounting and payroll systems. Excel to intermediate/advanced level. Property Management systems/EPOS systems, stock/inventory systems, FOH and T & A system. Experience with Opera and or Micros preferred. Package Description And now for the good stuff Hospitality is all about looking after people and we are committed to our people. We work hard to ensure you can enjoy your job and are well rewarded. As well as excellent training, development and progression opportunities, other benefits include: Complimentary meals whilst on duty. Complimentary car parking.
Dec 15, 2018
We are looking for a Financial Controller to manage the accounts for 3 hotels. You will manage P&L, VAT Returns, HMRC reporting forms, cash flow, forecast reports, analyze stock taking reports, ensuring systems are in place to prevent financial theft. The role will oversee purchase ledger, credit control and supplier payment planning. This role includes are the normal duties of a financial controller. As a Financial Controller you will have overall responsibility for budgeting and cost control, including financial planning and forecasting. You will also be managing the Finance Team to ensure all functions including sales and purchase ledger, record keeping and cash reconciliations are compliant and being monitored accordingly. Tasks Include: To report and reconcile daily revenue, prepare daily, management information for the hotels. Audit of daily rates, discounts, voids and complimentary, liaise with departmental managers at the Hotels. Responsible for processing of purchase orders and invoices, input into Sage paperless, ensuring coding is allocated correctly to nominal codes, pay suppliers in accordance with SARR policy. Deal with supplier queries, ensuring supply is maintained at all times to Intercompany charging and reconciliations. PAYE reconciliation. Report payroll costs by department and input into nominal ledger. Prepare P11D at year end. Ensure client invoices are raised within three days of the event and credit control is in place to collect debts in line with company policy of 30 days. Deal with client queries. Review correct charging with departments and increase accuracy of charging. Daily review of bank balance and awareness of cash flow, controlling receipts and payments. Control of assets - beverage stock control, misc. stock controls, monthly stock reporting including variance analysis and GP%. Internal audits to be undertaken on regular basis across all Hotels production of financial accounts and liaising with auditors. Ensure all revenue is captured and all costs are reported correctly in nominal ledger. Prepare weekly P & L report. Prepare monthly management accounts in line with group policy. Liaise with all HOD's regarding departmental P & L's, gross profit %, support general manager with P & L analysis and training for managers. Ensure all balance sheet accounts are reconciled every month for review. Prepare VAT returns, National Statistics and year end payroll filing. Attend and participate in GM and Head of Department Meetings. Prepare annual budgets, review the sales budget, and prepare the cost budget and present full budget to The Investors Ad hoc reporting, including reviewing costed rosters for the operation at the hotels on a monthly basis Prepare accounting year end schedules including fixed asset register and tax information. Qualifications/Experience Qualified AAT/CIMA/ACCA or similar qualification or experience, with a proven track record in a self-accounting property, as a senior financial manager within the 4 or 5 star leisure industry. Key skills required Strong manager, self-motivator, with attention to detail. Ability to working to tight deadlines. Have a "hands on" approach to deal with the matters as they arise. Have proven experience of self-accounting for large hotel/resort or similar. Taking accounts from trial balance through to management and statutory accounts. Systems Experience Accounting and payroll systems. Excel to intermediate/advanced level. Property Management systems/EPOS systems, stock/inventory systems, FOH and T & A system. Experience with Opera and or Micros preferred. Package Description And now for the good stuff Hospitality is all about looking after people and we are committed to our people. We work hard to ensure you can enjoy your job and are well rewarded. As well as excellent training, development and progression opportunities, other benefits include: Complimentary meals whilst on duty. Complimentary car parking.
The purpose of this role is to assist the FP&A team in the creation of reports and presentations for the Finance Business Partners. Client Details My client is a large Asset Manager based right by Liverpool Street station. Description Support the Financial reporting and planning process Support with the financial reporting and planning process Assist with production of weekly and monthly management information (MI) Support the annual budget and quarterly forecasting process Support the full and half year end processes as required Ensure all models and end user computing tools are effective Profile To be successful in this role you will ideally have worked in a similar role within the Financial or Professional Services sectors. You will have a strong understanding of financial data and be able to interpret and analyse financial data. Job Offer The successful candidate will enjoy the following; Immediate start role Fantastic company culture and progression opportunities Financial Services sector Competitive rate
Dec 15, 2018
The purpose of this role is to assist the FP&A team in the creation of reports and presentations for the Finance Business Partners. Client Details My client is a large Asset Manager based right by Liverpool Street station. Description Support the Financial reporting and planning process Support with the financial reporting and planning process Assist with production of weekly and monthly management information (MI) Support the annual budget and quarterly forecasting process Support the full and half year end processes as required Ensure all models and end user computing tools are effective Profile To be successful in this role you will ideally have worked in a similar role within the Financial or Professional Services sectors. You will have a strong understanding of financial data and be able to interpret and analyse financial data. Job Offer The successful candidate will enjoy the following; Immediate start role Fantastic company culture and progression opportunities Financial Services sector Competitive rate
Office Administrator Salary £20,000 to £28,000 per annum (based on skills and experiences) Job Profile Our client is a well-established Japanese financial institution in London. This role primarily provides support to the office manager as well as undertaking a range of general administrative duties in the office. Main Responsibilities Secretarial and administrative services for directors and colleagues Handling incoming general telephone calls and emails Assistance with the periodic business planning activities, involving meeting arrangements, distribution of documents and compilation of final reports Basic daily data entry on various internal (electronic) documents Minute taking and producing other reports as required Maintaining a good standard in all office areas and managing and ordering office supplies Conducting internal self-inspections Other ad hoc tasks as assigned by Managers Who we are looking for Language skills: Fluent English (reading, writing and speaking), Japanese advantageous Previous experience in administrative roles Working knowledge of Microsoft Office applications (Words, Excel and Power Point) Strong time-management skills Self-motivated individual able to work in routine but also pro-actively seek new challenges Positive team-player and excellent communication skills Attention to details Benefits Attractive package Hours Mon -Fri, 8:30 am - 5:30 pm Our Client Japanese financial institution
Dec 15, 2018
Office Administrator Salary £20,000 to £28,000 per annum (based on skills and experiences) Job Profile Our client is a well-established Japanese financial institution in London. This role primarily provides support to the office manager as well as undertaking a range of general administrative duties in the office. Main Responsibilities Secretarial and administrative services for directors and colleagues Handling incoming general telephone calls and emails Assistance with the periodic business planning activities, involving meeting arrangements, distribution of documents and compilation of final reports Basic daily data entry on various internal (electronic) documents Minute taking and producing other reports as required Maintaining a good standard in all office areas and managing and ordering office supplies Conducting internal self-inspections Other ad hoc tasks as assigned by Managers Who we are looking for Language skills: Fluent English (reading, writing and speaking), Japanese advantageous Previous experience in administrative roles Working knowledge of Microsoft Office applications (Words, Excel and Power Point) Strong time-management skills Self-motivated individual able to work in routine but also pro-actively seek new challenges Positive team-player and excellent communication skills Attention to details Benefits Attractive package Hours Mon -Fri, 8:30 am - 5:30 pm Our Client Japanese financial institution
This is an exceptional opportunity to work for one of the top New Build mortgage brokers in the UK. Whilst this company writes a lot of business (circa 5,000 mortgages a year), and employs over 100 staff, it still retains a real family feel. In fact, staff continue to recommend their own family members to work in the business; there's no greater testament than that!! Having been trading for over 20 years, this multi award-winning firm continues to grow year on year and presents fantastic career opportunities. As a result of growth, a need has arisen for a home-based Mortgage Trainer. Monitoring field-based Mortgage Advisers throughout the Midlands, your varied role will include, but not be limited to, listening to audio recorded mortgage interviews and providing feedback and training to Mortgage Advisers. Your objective will to be improve mortgage sales and insurance penetration rates, while ensuring that Advisers remain compliant at all times. As expected, you must be an experienced Mortgage and Protection Adviser, with a successful sales track record. Equally, you will have an excellent compliance track record and core values based on integrity and client satisfaction. It is not essential that you have specific experience within training, however, you must have the ability to effectively deliver constructive feedback to, and gain buy-in from, a range of personalities. We are looking for someone who is really keen to 'make a difference' in a continually growing organisation. You'll be based from home, visiting Mortgage Advisers throughout the Midlands, and you'll also be expected to visit the company's head office in Cannock, perhaps once a week. This role would be ideal if you are a successful Mortgage Adviser who is looking for more sociable working hours, which will typically be 9.30am to 5.30pm Monday to Friday. You'll be rewarded with a basic salary of circa £25K plus a performance-related bonus. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.
Dec 15, 2018
This is an exceptional opportunity to work for one of the top New Build mortgage brokers in the UK. Whilst this company writes a lot of business (circa 5,000 mortgages a year), and employs over 100 staff, it still retains a real family feel. In fact, staff continue to recommend their own family members to work in the business; there's no greater testament than that!! Having been trading for over 20 years, this multi award-winning firm continues to grow year on year and presents fantastic career opportunities. As a result of growth, a need has arisen for a home-based Mortgage Trainer. Monitoring field-based Mortgage Advisers throughout the Midlands, your varied role will include, but not be limited to, listening to audio recorded mortgage interviews and providing feedback and training to Mortgage Advisers. Your objective will to be improve mortgage sales and insurance penetration rates, while ensuring that Advisers remain compliant at all times. As expected, you must be an experienced Mortgage and Protection Adviser, with a successful sales track record. Equally, you will have an excellent compliance track record and core values based on integrity and client satisfaction. It is not essential that you have specific experience within training, however, you must have the ability to effectively deliver constructive feedback to, and gain buy-in from, a range of personalities. We are looking for someone who is really keen to 'make a difference' in a continually growing organisation. You'll be based from home, visiting Mortgage Advisers throughout the Midlands, and you'll also be expected to visit the company's head office in Cannock, perhaps once a week. This role would be ideal if you are a successful Mortgage Adviser who is looking for more sociable working hours, which will typically be 9.30am to 5.30pm Monday to Friday. You'll be rewarded with a basic salary of circa £25K plus a performance-related bonus. Aston Charles - a personalised service from industry experts Financial Services and General Insurance Recruitment For more jobs like this, or for more information on how we may be able to help you in your search for a new job, please visit our website.
My client is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. They are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers. Job Purpose To support the Head of Quality Assurance in ensuring that sales activities are carried out in accordance with the relevant regulatory legislation and framework as laid out within the Training and Competence Scheme and Financial Planning Principles. To support provision of high quality management information and risk summary to senior management. Accountabilities Undertaking quality assurance assessments on sales executives, customer campaign executives and advisers including call monitoring and client file review. Highlights and reports any ongoing or ad hoc compliance and competence issues to Head of Quality Assurance including regulatory breaches and lost business opportunities, to ensure sales activity remains compliant Coaching and monitoring of all advisers to ensure consistency, compliance with regulatory framework Arranges and assists in the training of new and existing advisers to ensure they are fully equipped to deliver compliant sales Completion of internal reports Ensuring record keeping is accurate and appropriately maintained Responsibility for complaint handling, with support from shared services. Ensuring that specific Treating Customers Fairly requirements are met Support the design and commissioning external customer satisfaction surveys Skills Required Essential Proven experience in the Financial Services Industry within a compliance or quality role High level of personal integrity Ability to provide difficult feedback to advisers Strong attention to detail Strong IT skills Desirable Experience of an advised sales regime, specifically with reference to Life products Good understanding of legislative framework An awareness of regulatory and legislative rules and good practice Financial services qualification Working for this company, you will experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. They believe work should be fun and sociable, and they want their people to get the most out of every day. The company offer a fantastic working environment, competitive salary and excellent benefits and rewards package including bonus.
Dec 15, 2018
My client is an award winning, dynamic and vibrant financial services provider, with a ground-breaking vision for the future, where individuals are enabled to succeed and are rewarded and recognised for their contribution to our business. They are looking for talented individuals who are committed to living our values and delivering an award winning service to our customers. Job Purpose To support the Head of Quality Assurance in ensuring that sales activities are carried out in accordance with the relevant regulatory legislation and framework as laid out within the Training and Competence Scheme and Financial Planning Principles. To support provision of high quality management information and risk summary to senior management. Accountabilities Undertaking quality assurance assessments on sales executives, customer campaign executives and advisers including call monitoring and client file review. Highlights and reports any ongoing or ad hoc compliance and competence issues to Head of Quality Assurance including regulatory breaches and lost business opportunities, to ensure sales activity remains compliant Coaching and monitoring of all advisers to ensure consistency, compliance with regulatory framework Arranges and assists in the training of new and existing advisers to ensure they are fully equipped to deliver compliant sales Completion of internal reports Ensuring record keeping is accurate and appropriately maintained Responsibility for complaint handling, with support from shared services. Ensuring that specific Treating Customers Fairly requirements are met Support the design and commissioning external customer satisfaction surveys Skills Required Essential Proven experience in the Financial Services Industry within a compliance or quality role High level of personal integrity Ability to provide difficult feedback to advisers Strong attention to detail Strong IT skills Desirable Experience of an advised sales regime, specifically with reference to Life products Good understanding of legislative framework An awareness of regulatory and legislative rules and good practice Financial services qualification Working for this company, you will experience an exciting mix of creativity and innovation, within a framework of challenging objectives and a passion for delivering the best. They believe work should be fun and sociable, and they want their people to get the most out of every day. The company offer a fantastic working environment, competitive salary and excellent benefits and rewards package including bonus.
Junior Back Office Analyst to £25,000 p.a. + Bonus * Benefits Our client is a Commodity & Financial Services firm based in London, West End. based Broking firm. This is a rare opportunity to join a successful, well established firm and receive 'fast-track' training as an Junior Back Office Analyst you will be working within a team supporting the Trading floor ! The successful candidate will be very personable, a strong team player, be confident and able to communicate with the front office. Your responsibilities will include but may not be limited to: • The collection of any deal tickets Traders and checking for their accuracy before allocating to a clearing system. • Checking that all deals have been received and cleared. • Send deal confirmations/recaps to customers throughout the day • Ensuring all deal files include the relevant information • Liaise with brokers who will need to check their trades, averages, and levels. • Filing of incoming confirmations and associated paperwork. • Providing cover for other back office staff. • Plus any other duties that may be reasonably asked of you • Be able to accurately work out positions from top day and previous day You will be trained to use systems such as PTMS and Crystal and will gain working knowledge of relevant markets e.g. IPE, NYMEX, RBOB, HO through training.
Dec 15, 2018
Junior Back Office Analyst to £25,000 p.a. + Bonus * Benefits Our client is a Commodity & Financial Services firm based in London, West End. based Broking firm. This is a rare opportunity to join a successful, well established firm and receive 'fast-track' training as an Junior Back Office Analyst you will be working within a team supporting the Trading floor ! The successful candidate will be very personable, a strong team player, be confident and able to communicate with the front office. Your responsibilities will include but may not be limited to: • The collection of any deal tickets Traders and checking for their accuracy before allocating to a clearing system. • Checking that all deals have been received and cleared. • Send deal confirmations/recaps to customers throughout the day • Ensuring all deal files include the relevant information • Liaise with brokers who will need to check their trades, averages, and levels. • Filing of incoming confirmations and associated paperwork. • Providing cover for other back office staff. • Plus any other duties that may be reasonably asked of you • Be able to accurately work out positions from top day and previous day You will be trained to use systems such as PTMS and Crystal and will gain working knowledge of relevant markets e.g. IPE, NYMEX, RBOB, HO through training.
Advert CHIEF EXECUTIVE'S SERVICE Finance Administrative Assistant (Pensions) 35 hours per week Permanent £18,536 - £19,522 (including Distant Islands Allowance) Orkney Islands Council is seeking to fill a permanent vacancy for an Administrative Assistant (Pensions) within the Finance Service of the Chief Executive's Department. The postholder will be required to work within a small team administering the Local Government Pension Scheme on behalf of the Orkney Islands Council and will provide admin support to the Pensions Manager and Senior Pensions Administrators. Ideally, you should have experience of working as part of a team and be able to deal with queries from both individuals and organisations. You should hold an SVQ level 2 (or equivalent) in Business Administration or Finance. This post is subject Basic Disclosure Scotland clearance. Prospective applicants are invited to discuss the post by contacting Bryan Hay, Pensions Manager on. Closing Date: Sunday 6 January 2019 Please note that interview expenses are not payable for this post.
Dec 15, 2018
Advert CHIEF EXECUTIVE'S SERVICE Finance Administrative Assistant (Pensions) 35 hours per week Permanent £18,536 - £19,522 (including Distant Islands Allowance) Orkney Islands Council is seeking to fill a permanent vacancy for an Administrative Assistant (Pensions) within the Finance Service of the Chief Executive's Department. The postholder will be required to work within a small team administering the Local Government Pension Scheme on behalf of the Orkney Islands Council and will provide admin support to the Pensions Manager and Senior Pensions Administrators. Ideally, you should have experience of working as part of a team and be able to deal with queries from both individuals and organisations. You should hold an SVQ level 2 (or equivalent) in Business Administration or Finance. This post is subject Basic Disclosure Scotland clearance. Prospective applicants are invited to discuss the post by contacting Bryan Hay, Pensions Manager on. Closing Date: Sunday 6 January 2019 Please note that interview expenses are not payable for this post.
This is an exciting new role for someone with a background in Pension scheme administration to work alongside a HR and Learning & Development team; providing pivotal imput into the design and delivery of training schemes for internal staff! This role will be working within a market-leader in the UK Pensions industry, and would bridge the gap between the Pensions administration and L&D teams. If you can provide this insight and ensure that second-to-none training schemes are being rolled out across the administration side of the business, then this is a role for you! In return, you will be rewarded with a generous salary and benefits package - which will include company Pension, 24 days holiday, annual bonus, private healthcare cover and other benefits that you can tailor to your lifestyle, as well as developing your career within a reputable, well-regarded organisation! Please quote 43853 when calling Alexander Lloyd on and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Dec 15, 2018
This is an exciting new role for someone with a background in Pension scheme administration to work alongside a HR and Learning & Development team; providing pivotal imput into the design and delivery of training schemes for internal staff! This role will be working within a market-leader in the UK Pensions industry, and would bridge the gap between the Pensions administration and L&D teams. If you can provide this insight and ensure that second-to-none training schemes are being rolled out across the administration side of the business, then this is a role for you! In return, you will be rewarded with a generous salary and benefits package - which will include company Pension, 24 days holiday, annual bonus, private healthcare cover and other benefits that you can tailor to your lifestyle, as well as developing your career within a reputable, well-regarded organisation! Please quote 43853 when calling Alexander Lloyd on and ask for our Pensions and Benefits division. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Prestigious International Bank based in London, are looking to recruit an Arabic Customer Services Officer to join their rapidly expanding Personal Banking department. Main purpose of the role will include; Responsible for day to day customer service in the Personal Banking team To undertake all aspects of cashiering duties, operating both sterling and foreign currency tills including accurate input of associated vouchers To provide an exceptional level of customer service to all clients Undertake any planning & administrative duties to support the Customer Services team This client facing role is the first line of defence and plays an important role in the prevention and detection of Financial Crime Specific Accountability; To attend to all client walk-ins at the branch, ensuring exceptional levels of customer service at all times, meeting the bank's expectations in terms of efficiency, accuracy, timeliness and professionalism Review all account opening documentation and checklists Supporting the RMs for client KYC reviews preparation and analysis of client mandate files and following up with RMs until RM sign off. Receive incoming customer communication (post, phone, emails etc.) and ensure timely response to queries and issues Ensure strict compliance with the UK Financial Crime Framework in relation to customer contact and investigations Be proactive to client needs and address and resolve client issues Ensure that correspondence generated to customers is of consistently high quality meeting all internal guidelines Prepare presentations and supporting papers to support the Customer Services team Undertake the various cashiering duties, including but not limited to the following; Process all cheques received over the counter Safe custodian and associated duties Timely reporting of transactions as required by AML policy and Bank procedures To adhere to all personal encashment limits Process inward clearing and associated duties and identify any potential fraudulent cheques Prepare CHAPS and faster payments, adhering to cut off times Process special presentations Set up and cancel direct debits and standing order instructions Process unpaid cheques and direct debits and associated duties Reconciliation of sundry drawing account Process fixed deposits and associated duties with full attention to detail and ensuring dull accuracy Process drafts for payment of customer bills and associated duties Accurately file and allocate client mandates Investigate queries and liaise with other departments and third parties Data input for new accounts & Intellect static data amendments as required Closure of client accounts Monthly reporting of business volumes To be considered for this position, ideal candidates must have the following experience and skills; Previous Customer Services experience / branch banking experience Knowledge of Retail banking and operations processing Excellent customer service skills Strong verbal communication skills and good writing skills Knowledge of Arabic will be a differentiator Planning and administration skills Good MS Office skills, especially MS Excel and PowerPoint Proactive and solution oriented Strong work ethic and high levels of integrity Ability to work well under pressure and meet deadlines Good numerical and analytical skills Attention to detail and high levels of accuracy in delivery Good team player and ability to work in small and large teams
Dec 15, 2018
Prestigious International Bank based in London, are looking to recruit an Arabic Customer Services Officer to join their rapidly expanding Personal Banking department. Main purpose of the role will include; Responsible for day to day customer service in the Personal Banking team To undertake all aspects of cashiering duties, operating both sterling and foreign currency tills including accurate input of associated vouchers To provide an exceptional level of customer service to all clients Undertake any planning & administrative duties to support the Customer Services team This client facing role is the first line of defence and plays an important role in the prevention and detection of Financial Crime Specific Accountability; To attend to all client walk-ins at the branch, ensuring exceptional levels of customer service at all times, meeting the bank's expectations in terms of efficiency, accuracy, timeliness and professionalism Review all account opening documentation and checklists Supporting the RMs for client KYC reviews preparation and analysis of client mandate files and following up with RMs until RM sign off. Receive incoming customer communication (post, phone, emails etc.) and ensure timely response to queries and issues Ensure strict compliance with the UK Financial Crime Framework in relation to customer contact and investigations Be proactive to client needs and address and resolve client issues Ensure that correspondence generated to customers is of consistently high quality meeting all internal guidelines Prepare presentations and supporting papers to support the Customer Services team Undertake the various cashiering duties, including but not limited to the following; Process all cheques received over the counter Safe custodian and associated duties Timely reporting of transactions as required by AML policy and Bank procedures To adhere to all personal encashment limits Process inward clearing and associated duties and identify any potential fraudulent cheques Prepare CHAPS and faster payments, adhering to cut off times Process special presentations Set up and cancel direct debits and standing order instructions Process unpaid cheques and direct debits and associated duties Reconciliation of sundry drawing account Process fixed deposits and associated duties with full attention to detail and ensuring dull accuracy Process drafts for payment of customer bills and associated duties Accurately file and allocate client mandates Investigate queries and liaise with other departments and third parties Data input for new accounts & Intellect static data amendments as required Closure of client accounts Monthly reporting of business volumes To be considered for this position, ideal candidates must have the following experience and skills; Previous Customer Services experience / branch banking experience Knowledge of Retail banking and operations processing Excellent customer service skills Strong verbal communication skills and good writing skills Knowledge of Arabic will be a differentiator Planning and administration skills Good MS Office skills, especially MS Excel and PowerPoint Proactive and solution oriented Strong work ethic and high levels of integrity Ability to work well under pressure and meet deadlines Good numerical and analytical skills Attention to detail and high levels of accuracy in delivery Good team player and ability to work in small and large teams
This role is to provide administrative support across the business units within specific functions and work as part of the admin team. You will provide exposure to a variety of administrative queries, either by telephone, email or face to face from within the division, coordinating and assisting with the space management (including the assistance with desk moves), preparing materials and agendas for weekly meetings, managing vendor contracts and much more. The ideal candidate will have relevant background in banking or alternatively for someone who is looking to join a fast-paced environment, and who would be able to thrive in the challenge. If you enjoy working within a fast-paced environment, are self-motivated, demonstrate excellent communication and interpersonal skills, be able to prioritise effectively and have the ability to learn new systems and processes quickly, then this would be a great fit for you. If you find that is the right opportunity and are keen to be considered then please do apply for the role. Alternatively, you can give me a call directly on to discuss more and request to speak to myself, Lovell Varcoe.
Dec 15, 2018
This role is to provide administrative support across the business units within specific functions and work as part of the admin team. You will provide exposure to a variety of administrative queries, either by telephone, email or face to face from within the division, coordinating and assisting with the space management (including the assistance with desk moves), preparing materials and agendas for weekly meetings, managing vendor contracts and much more. The ideal candidate will have relevant background in banking or alternatively for someone who is looking to join a fast-paced environment, and who would be able to thrive in the challenge. If you enjoy working within a fast-paced environment, are self-motivated, demonstrate excellent communication and interpersonal skills, be able to prioritise effectively and have the ability to learn new systems and processes quickly, then this would be a great fit for you. If you find that is the right opportunity and are keen to be considered then please do apply for the role. Alternatively, you can give me a call directly on to discuss more and request to speak to myself, Lovell Varcoe.
*** PENSIONS ADMINISTRATORS REQUIRED FOR AN EXCITING NEW ROLE IN GLASGOW *** After acquiring several new, high-profile clients, one of the UK's major providers of Pensions administration and consulting services are currently looking for an experienced Pensions Administrator to join one of their productive and successful teams on a permanent basis; in an expansive, varied role, where you will be overseeing the administration of large Defined Benefit and/or Defined Contribution Pension schemes. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, an annual discretionary Bonus, 23 days holiday and a fantastic flexible benefits scheme, plus the chance to further develop your career within an award-winning, engaging organisation. Please quote 43384 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Dec 15, 2018
*** PENSIONS ADMINISTRATORS REQUIRED FOR AN EXCITING NEW ROLE IN GLASGOW *** After acquiring several new, high-profile clients, one of the UK's major providers of Pensions administration and consulting services are currently looking for an experienced Pensions Administrator to join one of their productive and successful teams on a permanent basis; in an expansive, varied role, where you will be overseeing the administration of large Defined Benefit and/or Defined Contribution Pension schemes. In reward for your hard work, you will be rewarded with a generous basic salary and a benefits package that includes a stakeholder Pension Scheme, an annual discretionary Bonus, 23 days holiday and a fantastic flexible benefits scheme, plus the chance to further develop your career within an award-winning, engaging organisation. Please quote 43384 when calling Alexander Lloyd. This is only one of many vacancies we are handling. Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include IFA, Advisors, Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc. Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each application individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.
Role Summary: In this role, you will carry out and check the work of the administration teams with efficiency competency and professionalism using reference documentation as required. You will also be responsible for ensuring that Client service levels and reporting are consistently delivered to a high standard. Company Details Our client is one of the world's leading providers of employee benefits related advice. Their proposition is built upon deep specialist knowledge, client advocacy, tailored advice and service excellence. They place clients first, champion independent thinking and expect to be judged on the results delivered. The business has offices in 40 territories with more than 10600 employees supported by an International Network enabling them to offer risk management and employee benefit solutions in 135 countries. Main Responsibilities: Accurately calculate and pay out benefits for members of the scheme Accurately undertake and check benefit calculations performed by other colleagues and liaise with the Team Manager/Senior Manager on specific member cases in a prompt and professional manner. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Be a point of technical reference for the team Accurately check and authorise the work of others in the team and on occasion help manage the workload and distribution of work for the team. Maintenance of Scheme database information to ensure it is accurate and up to date. Assist with the delivery of scheme events with preparation of materials and testing as required Assisting the Team Manager in production of Administration reports for clients and maintaining scheme calendars Work with technical colleagues on changes to legislation, regulation or systems affecting the scheme Provide 'on the job' training to administration staff as required in order to ensure a sufficient pool of trained resource. Skills Required: Strong working knowledge and experience of pensions administration and pensions legislation and Regulation Computer literate and strong on Microsoft Office suite esp. Word, Excel and PowerPoint Attention to detail and ability to competently check work of others Ability to plan and prioritise tasks and use the tools provided Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Dec 15, 2018
Role Summary: In this role, you will carry out and check the work of the administration teams with efficiency competency and professionalism using reference documentation as required. You will also be responsible for ensuring that Client service levels and reporting are consistently delivered to a high standard. Company Details Our client is one of the world's leading providers of employee benefits related advice. Their proposition is built upon deep specialist knowledge, client advocacy, tailored advice and service excellence. They place clients first, champion independent thinking and expect to be judged on the results delivered. The business has offices in 40 territories with more than 10600 employees supported by an International Network enabling them to offer risk management and employee benefit solutions in 135 countries. Main Responsibilities: Accurately calculate and pay out benefits for members of the scheme Accurately undertake and check benefit calculations performed by other colleagues and liaise with the Team Manager/Senior Manager on specific member cases in a prompt and professional manner. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Be a point of technical reference for the team Accurately check and authorise the work of others in the team and on occasion help manage the workload and distribution of work for the team. Maintenance of Scheme database information to ensure it is accurate and up to date. Assist with the delivery of scheme events with preparation of materials and testing as required Assisting the Team Manager in production of Administration reports for clients and maintaining scheme calendars Work with technical colleagues on changes to legislation, regulation or systems affecting the scheme Provide 'on the job' training to administration staff as required in order to ensure a sufficient pool of trained resource. Skills Required: Strong working knowledge and experience of pensions administration and pensions legislation and Regulation Computer literate and strong on Microsoft Office suite esp. Word, Excel and PowerPoint Attention to detail and ability to competently check work of others Ability to plan and prioritise tasks and use the tools provided Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Award Winning, Directly Authorised Financial Planning Practice, who provide investment, pension, investment and mortgage advice have a highly attractive opportunity for an experienced Mortgage Adviser to join their prestige practice. The team attend many award ceremonies, and have proudly won money Money Marketing Winner awards across financial planning and mortgages. You will be responsible for: Servicing the company's clients, introduced to you through yearly financial planning reviews by the 16 Financial Advisers. Following up on all leads provided from an incentivised scheme from a local estate agent, who are the 'rightmove' No1 provider of house sales on volume and value in the area. Avg. house price being .5 - 1M. Following up on all leads from the firms professional connections, client and organic referrals. Due to the healthy number and high quality of leads, you will not be required to focus much of your time on marketing. The firm are very open to Self Employed or Employed. OTE £120,000 *Based on previous advisers income last year from a standing start with all leads provided. You must be CeMAP and have experience as a whole of market mortgage adviser. The firm have quite a social aspect, flexible working hours, 25 days holiday increasing yearly to 30. 6% pension contribution DIS x 4
Dec 15, 2018
Award Winning, Directly Authorised Financial Planning Practice, who provide investment, pension, investment and mortgage advice have a highly attractive opportunity for an experienced Mortgage Adviser to join their prestige practice. The team attend many award ceremonies, and have proudly won money Money Marketing Winner awards across financial planning and mortgages. You will be responsible for: Servicing the company's clients, introduced to you through yearly financial planning reviews by the 16 Financial Advisers. Following up on all leads provided from an incentivised scheme from a local estate agent, who are the 'rightmove' No1 provider of house sales on volume and value in the area. Avg. house price being .5 - 1M. Following up on all leads from the firms professional connections, client and organic referrals. Due to the healthy number and high quality of leads, you will not be required to focus much of your time on marketing. The firm are very open to Self Employed or Employed. OTE £120,000 *Based on previous advisers income last year from a standing start with all leads provided. You must be CeMAP and have experience as a whole of market mortgage adviser. The firm have quite a social aspect, flexible working hours, 25 days holiday increasing yearly to 30. 6% pension contribution DIS x 4
We have a fantastic opening for a Finance Assistant to join our busy Accounts Payable team based in Abingdon, Oxfordshire. Reporting to the Accounts Payable Manager you will ensure supplier invoices and staff expenses are processed and paid accurately in a timely manner, also provide general accounting support and assistance to the accounts payable function. What does this role involve? Processing • To process third party supplier invoices and staff expense claims • To ensure invoices are coded, matched to the purchase order and sent for approval • Processing and generation of weekly payment runs for various entities • Post all outgoing payments to the accounting system within departmental target timelines • Maintenance of supplier accounts and information • Daily management of Accounts Payable mailbox Quality • Ensure invoices are processed with 100% accuracy • To query any invoices received with an invoice date that is more than two months old • Review aged creditors report every week and investigate where neccessary • Ensure the invoices are coded to the correct cost centre • To check correct VAT is reclaimed Support • Assist with the administration of the Accounts Payable function • Assist with statutory audit by providing requested data • Educating internal stakeholders and suppliers of Achilles payment terms, procedures and policies • Ad-hoc financial tasks as required What are we looking for? • AAT or similar qualification would be advantageous • Attention to detail and accuracy • Ability to use own initiative • Confident working towards deadlines • Strong customer service and communication skills Achilles is an equal opportunities employer.
Dec 15, 2018
We have a fantastic opening for a Finance Assistant to join our busy Accounts Payable team based in Abingdon, Oxfordshire. Reporting to the Accounts Payable Manager you will ensure supplier invoices and staff expenses are processed and paid accurately in a timely manner, also provide general accounting support and assistance to the accounts payable function. What does this role involve? Processing • To process third party supplier invoices and staff expense claims • To ensure invoices are coded, matched to the purchase order and sent for approval • Processing and generation of weekly payment runs for various entities • Post all outgoing payments to the accounting system within departmental target timelines • Maintenance of supplier accounts and information • Daily management of Accounts Payable mailbox Quality • Ensure invoices are processed with 100% accuracy • To query any invoices received with an invoice date that is more than two months old • Review aged creditors report every week and investigate where neccessary • Ensure the invoices are coded to the correct cost centre • To check correct VAT is reclaimed Support • Assist with the administration of the Accounts Payable function • Assist with statutory audit by providing requested data • Educating internal stakeholders and suppliers of Achilles payment terms, procedures and policies • Ad-hoc financial tasks as required What are we looking for? • AAT or similar qualification would be advantageous • Attention to detail and accuracy • Ability to use own initiative • Confident working towards deadlines • Strong customer service and communication skills Achilles is an equal opportunities employer.
Full time Senior IFA Administrator Location: Tonbridge Salary Negotiable I am currently working with a well-established firm that is currently seeking a new Senior IFA Administrator to join their ranks. The reason the vacancy has become available is that the Adviser in which you would be working with has such a large work flow she requires some technical suitability report writing support and other various IFA Administrator duties. With a negotiable salary she is willing to take someone on with more experience or someone a little more junior that she is able to train up. As a Senior IFA Administrator, you will be working on the back-office side providing the Adviser support who is working with High Net Worth professional individuals in Whole of market. Please see below some duties: Arrange client meetings for Advisor Assist with meeting notes/packs Prepare and submit applications and supporting documents to product providers Undertake fund switches Liaise with Platform providers The ideal candidate will have 2 years and above IFA Administration experience and have 2 or more exams towards the Diploma in Financial Planning. If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions
Dec 15, 2018
Full time Senior IFA Administrator Location: Tonbridge Salary Negotiable I am currently working with a well-established firm that is currently seeking a new Senior IFA Administrator to join their ranks. The reason the vacancy has become available is that the Adviser in which you would be working with has such a large work flow she requires some technical suitability report writing support and other various IFA Administrator duties. With a negotiable salary she is willing to take someone on with more experience or someone a little more junior that she is able to train up. As a Senior IFA Administrator, you will be working on the back-office side providing the Adviser support who is working with High Net Worth professional individuals in Whole of market. Please see below some duties: Arrange client meetings for Advisor Assist with meeting notes/packs Prepare and submit applications and supporting documents to product providers Undertake fund switches Liaise with Platform providers The ideal candidate will have 2 years and above IFA Administration experience and have 2 or more exams towards the Diploma in Financial Planning. If you feel you are suitable for this role please send your CV Katherine Goodman at Financial Divisions
My Client, a well established Global Financial Services firm based in the City are looking for a Senior AML and Onboarding Specialist to play a key role supporting the Anti-Financial Crime and Onboarding Manager running the department. As a Senior AML and Onboarding Specialist you will be responsible for: Assisting the Head of Department in all aspects of Financial Crime prevention, including Anti-Money Laundering (AML), Anti-Bribery and Corruption (ABC), Fraud, Sanctions and Counter-Terrorist Financing (CTF). Providing support to the first line of defence and CDD team in the day to day management and functionality of Financial Crime risks and controls, Sanctions, PEP Screening and KYC/CDD. Reviewing of Customer Due Diligence "CDD" on clients and counterparties, in line with the firm's requirement to comply with AML regulations. Responsible for the completion of routine AML & KYC Coordinating and assisting the administration of issuing compliance employee AML/ABC training Contributing to AML onboarding policies and Mentoring and training team As a Senior AML and Onboarding Specialist you will need: Minimum 5 years' AML onboarding experience, preferably within an investment Knowledge and background Commodities, FX and FATCA/CRS Bachelor's Degree in business, Law or other appropriate discipline Professional Compliance Qualification is desirable
Dec 15, 2018
My Client, a well established Global Financial Services firm based in the City are looking for a Senior AML and Onboarding Specialist to play a key role supporting the Anti-Financial Crime and Onboarding Manager running the department. As a Senior AML and Onboarding Specialist you will be responsible for: Assisting the Head of Department in all aspects of Financial Crime prevention, including Anti-Money Laundering (AML), Anti-Bribery and Corruption (ABC), Fraud, Sanctions and Counter-Terrorist Financing (CTF). Providing support to the first line of defence and CDD team in the day to day management and functionality of Financial Crime risks and controls, Sanctions, PEP Screening and KYC/CDD. Reviewing of Customer Due Diligence "CDD" on clients and counterparties, in line with the firm's requirement to comply with AML regulations. Responsible for the completion of routine AML & KYC Coordinating and assisting the administration of issuing compliance employee AML/ABC training Contributing to AML onboarding policies and Mentoring and training team As a Senior AML and Onboarding Specialist you will need: Minimum 5 years' AML onboarding experience, preferably within an investment Knowledge and background Commodities, FX and FATCA/CRS Bachelor's Degree in business, Law or other appropriate discipline Professional Compliance Qualification is desirable
Willis Towers Watson
Welwyn Garden City, Hertfordshire
Job Summary As a leader in the marketplace, Willis Towers Watson offer exceptional opportunity for experienced pensions professionals in the role of Senior Pensions Administrator, taking on more advanced calculations and complex schemes (DB and/or DC) and an active role in mentoring and checking the work of the Pensions Administrators. As reward for your efforts, a competitive salary and benefits package is offered along with potential advancement opportunity, support and further training. A chance to join a forward thinking, professional organization and further your career in a friendly and motivated environment akin to no other! The Role Willis Towers Watson's Technology and Administration Solutions (TAS) is a global line of business whose revenue is primarily driven from providing outsourced pension administration services to occupational pension funds. Our three largest markets are Germany, UK and US. We have worked with some of the world's leading organizations for over 25 years to provide benefit administration and outsourcing to over five million participants across the globe.To work within an administration team servicing both member and client queries in relation to several DC/DB pension schemes, many of which use ePA. Help to supervise workloads, train junior team members and check the work of others. Excellence In conjunction with the Team Leader, ensure that all delivery promises and performance standards are achieved. Escalate problems and cases to Team Leader. Be a point of reference on technical issues and non-standard cases. Challenge procedures to identify process improvements and pass on recommendations to Team Leader. Check and challenge basis of work performed by junior associates and make sure that the requested work has been undertaken. Coach junior associates on errors made to explain and prevent reoccurrence. Seek further peer review where required to clarify understanding. Monitor own workflow and that of junior associates via Casework to ensure service levels are achieved. Take responsibility for development of homepage and precedent documents. Complaint Management Recognise and escalate potential complaints to Team Leader. Collate information regarding complaints. Ensure complaints procedure is adhered to. Know and live the firm's values. People Maintain and develop further knowledge of pension schemes within the team. Mentor junior associates and hold regular feedback sessions. Identify associate training needs and raise with Team Leader, proposing solutions where appropriate. Provide basic learning and development opportunities for junior associates. Identify performance issues and raise with Team Leader. Through supervision make sure junior associates work efficiently and within deadlines. Deputise in the absence of the Team Leader. Assist in more complex/project work when required. Accountable for own personal development. Clients Provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand. On a daily basis be the main contact for an agreed list of clients, and maintain and develop client relationships. Communicate effectively with clients/members via the telephone remembering each member will have a different level of understanding. Record each call as they occur. Continuously seek to identify areas where the service to clients /members could be improved and communicate findings to Team Leader. Financial Ensure that targets and deadlines are met. Work with the team Leader to improve operational efficiency and reduce costs e.g. automation, full use of standard products. The Requirements Interpersonal skills to include good written and verbal communication. Good time management skills and the ability to organise and prioritise own workload. Able to work to a high level of accuracy. Customer and quality focussed. Computer literate. Experience of dealing with occupational pension schemes. Experience of managing junior associates. DC experience desirable but not essential. The Company Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com. Willis Towers Watson is an equal opportunity employer Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson. Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate...
Dec 15, 2018
Job Summary As a leader in the marketplace, Willis Towers Watson offer exceptional opportunity for experienced pensions professionals in the role of Senior Pensions Administrator, taking on more advanced calculations and complex schemes (DB and/or DC) and an active role in mentoring and checking the work of the Pensions Administrators. As reward for your efforts, a competitive salary and benefits package is offered along with potential advancement opportunity, support and further training. A chance to join a forward thinking, professional organization and further your career in a friendly and motivated environment akin to no other! The Role Willis Towers Watson's Technology and Administration Solutions (TAS) is a global line of business whose revenue is primarily driven from providing outsourced pension administration services to occupational pension funds. Our three largest markets are Germany, UK and US. We have worked with some of the world's leading organizations for over 25 years to provide benefit administration and outsourcing to over five million participants across the globe.To work within an administration team servicing both member and client queries in relation to several DC/DB pension schemes, many of which use ePA. Help to supervise workloads, train junior team members and check the work of others. Excellence In conjunction with the Team Leader, ensure that all delivery promises and performance standards are achieved. Escalate problems and cases to Team Leader. Be a point of reference on technical issues and non-standard cases. Challenge procedures to identify process improvements and pass on recommendations to Team Leader. Check and challenge basis of work performed by junior associates and make sure that the requested work has been undertaken. Coach junior associates on errors made to explain and prevent reoccurrence. Seek further peer review where required to clarify understanding. Monitor own workflow and that of junior associates via Casework to ensure service levels are achieved. Take responsibility for development of homepage and precedent documents. Complaint Management Recognise and escalate potential complaints to Team Leader. Collate information regarding complaints. Ensure complaints procedure is adhered to. Know and live the firm's values. People Maintain and develop further knowledge of pension schemes within the team. Mentor junior associates and hold regular feedback sessions. Identify associate training needs and raise with Team Leader, proposing solutions where appropriate. Provide basic learning and development opportunities for junior associates. Identify performance issues and raise with Team Leader. Through supervision make sure junior associates work efficiently and within deadlines. Deputise in the absence of the Team Leader. Assist in more complex/project work when required. Accountable for own personal development. Clients Provide an efficient, professional service to meet all client/members' needs and to promote the Willis Towers Watson brand. On a daily basis be the main contact for an agreed list of clients, and maintain and develop client relationships. Communicate effectively with clients/members via the telephone remembering each member will have a different level of understanding. Record each call as they occur. Continuously seek to identify areas where the service to clients /members could be improved and communicate findings to Team Leader. Financial Ensure that targets and deadlines are met. Work with the team Leader to improve operational efficiency and reduce costs e.g. automation, full use of standard products. The Requirements Interpersonal skills to include good written and verbal communication. Good time management skills and the ability to organise and prioritise own workload. Able to work to a high level of accuracy. Customer and quality focussed. Computer literate. Experience of dealing with occupational pension schemes. Experience of managing junior associates. DC experience desirable but not essential. The Company Willis Towers Watson is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas - the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com. Willis Towers Watson is an equal opportunity employer Willis Towers Watson believes that effectively managing a diverse workforce is vital to our business strategy. We have an obligation to our organization, ourselves and our clients to hire and develop the best people we can find. We will continually review our policies and practices to ensure that all areas of the employment process (including recruiting, hiring, work assignments, compensation, benefits, promotions, transfers, company-sponsored development programs and overall workplace experience) are free from discriminatory practices. We are committed to equal employment opportunities at Willis Towers Watson. Unsolicited Contact: Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Willis Towers Watson are considered property of Willis Towers Watson and are not subject to payment of agency fees. In order to be an authorized Recruitment Agency/Search Firm for Willis Towers Watson, any such agency must have an existing formal written agreement signed by an authorized Willis Towers Watson recruiter and an active working relationship with the organization. Resumes must be submitted according to our candidate...
Basic Salary: £24,000 to £27,000 (Depending on Experience) On Target Earnings: OTE £60,000 - £100,000 Location: Chadwell Heath Work Pattern: 5 days per week including some Saturdays Benefits: Company Car or Car Allowance, Holiday Commission, 33 days paid Holiday, Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, Child Care Vouchers Our Client is looking for a confident and driven Mortgage Advisor to join their very successful team in Chadwell Heath. This area is a fabulous place to work with the very busy first time buyer market so you will never be short of warm leads as well as being given full administration support. Duties will include: Seek the best financial and mortgage solutions for our customers. Identifying and initiating leads from other sources. Selling associated insurance products from Legal & General. Meeting and exceeding targets. Working closely with the Branch Manager. Training and coaching the team on Mortgage products. We need you to be: Confident, resilient and enjoy healthy and fun competition. Professional, organised and have a great work ethic. Flexible and adaptable Hardworking with the desire and determination to achieve your targets. Great at building relationships with customers. As a Mortgage advisor you will require full CEMAP or equivalent and a full driving license. PLEASE APPLY TODAY! ABUNDANT RECRUITMENT SPECIALISES IN RECRUITING THE BEST CANDIDATES TO THE PROPERTY INDUSTRY. ALL OTHER ROLES MAY BE FOUND ON THEIR WEBSITE.
Dec 15, 2018
Basic Salary: £24,000 to £27,000 (Depending on Experience) On Target Earnings: OTE £60,000 - £100,000 Location: Chadwell Heath Work Pattern: 5 days per week including some Saturdays Benefits: Company Car or Car Allowance, Holiday Commission, 33 days paid Holiday, Pension, Life Insurance, Company Rewards and Incentives, Structured Career Path, Employee Assistance Scheme, Child Care Vouchers Our Client is looking for a confident and driven Mortgage Advisor to join their very successful team in Chadwell Heath. This area is a fabulous place to work with the very busy first time buyer market so you will never be short of warm leads as well as being given full administration support. Duties will include: Seek the best financial and mortgage solutions for our customers. Identifying and initiating leads from other sources. Selling associated insurance products from Legal & General. Meeting and exceeding targets. Working closely with the Branch Manager. Training and coaching the team on Mortgage products. We need you to be: Confident, resilient and enjoy healthy and fun competition. Professional, organised and have a great work ethic. Flexible and adaptable Hardworking with the desire and determination to achieve your targets. Great at building relationships with customers. As a Mortgage advisor you will require full CEMAP or equivalent and a full driving license. PLEASE APPLY TODAY! ABUNDANT RECRUITMENT SPECIALISES IN RECRUITING THE BEST CANDIDATES TO THE PROPERTY INDUSTRY. ALL OTHER ROLES MAY BE FOUND ON THEIR WEBSITE.
We are working with a global organisation that provides data, analytics and software to enable their clients to enhance customer relationships. They are currently seeking a skilled and versatile Solutions Consultant within the Client Delivery Team to participate in the delivery, configuration and testing of client software solutions. The Solutions Consultant will undertake the following duties: Consolidate virtual project teams to enable high quality solutions to be delivered to clients via in house software configuration. Design, deliver, test and document clients' requirements for software functionality. Collaborating with the Solutions Delivery Manager and Project Managers to facilitate the continuous improvement of software delivery activities within the department. Taking ownership of the client design phase of projects and for all business/technical queries at BAU level to include leading client workshops. Mentoring and coordinating the activities of junior members of staff. Participating in client delivery handovers in all aspects from pre sales to project delivery and providing sales support if required. The successful candidate will ideally possess the following qualities: proven skills in client facing work from a technical background, they should be very analytical, a natural problem solver, and have experience of project leadership within the financial services and exposure to IT or software project management. Preferably they will be educated to degree level in a discipline such as IT, Maths or business. They will be required to have some proficiency in Microsoft Office Suite, testing tools (e.g. SOAP UI), and scripting. It would also be desirable to have application processing software experience.
Dec 15, 2018
We are working with a global organisation that provides data, analytics and software to enable their clients to enhance customer relationships. They are currently seeking a skilled and versatile Solutions Consultant within the Client Delivery Team to participate in the delivery, configuration and testing of client software solutions. The Solutions Consultant will undertake the following duties: Consolidate virtual project teams to enable high quality solutions to be delivered to clients via in house software configuration. Design, deliver, test and document clients' requirements for software functionality. Collaborating with the Solutions Delivery Manager and Project Managers to facilitate the continuous improvement of software delivery activities within the department. Taking ownership of the client design phase of projects and for all business/technical queries at BAU level to include leading client workshops. Mentoring and coordinating the activities of junior members of staff. Participating in client delivery handovers in all aspects from pre sales to project delivery and providing sales support if required. The successful candidate will ideally possess the following qualities: proven skills in client facing work from a technical background, they should be very analytical, a natural problem solver, and have experience of project leadership within the financial services and exposure to IT or software project management. Preferably they will be educated to degree level in a discipline such as IT, Maths or business. They will be required to have some proficiency in Microsoft Office Suite, testing tools (e.g. SOAP UI), and scripting. It would also be desirable to have application processing software experience.
Exchange Street Financial Services
City, Edinburgh
What's up doc? When you lead others, what's the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out, wouldn't. So how about a leadership role where you won't be worrying about income production or targets? Where you'll be helping overcome issues relating to their business. Whether that be growth, marketing or how to get the most from their paraplanner. Listening, guiding and coaching. Not number crunching, pressure and performance plans. In short, all carrot and no stick. Sounds liberating doesn't it? There will be financial rewards for your work. You will earn six-figures. But your other reward will be the chance to see how advisers develop under your guidance. You will see them work smarter, be happier and achieve financial freedom. To do this you will have significant management experience within financial services. You will be Level 4 qualified. And you will have been around the industry long enough to know what motivates advisers. You will know that business owners are sometimes resistant to change. But you'll know how you build trust. How you can work in partnership. And you'll know a thing or two about business development/planning and marketing. You'll even know what buttons to press and how to cajole, so that they solve their own issues. With your expert help of course. And when they succeed, you'll know that in some way, they wouldn't have got there without you. Or your carrots. Click apply and send us a CV or a way of contacting you. Sticks not required.
Dec 15, 2018
What's up doc? When you lead others, what's the best bit? Mentoring, training and personal development would likely come high in the list. Targets, performance plans and telling someone to shape or ship out, wouldn't. So how about a leadership role where you won't be worrying about income production or targets? Where you'll be helping overcome issues relating to their business. Whether that be growth, marketing or how to get the most from their paraplanner. Listening, guiding and coaching. Not number crunching, pressure and performance plans. In short, all carrot and no stick. Sounds liberating doesn't it? There will be financial rewards for your work. You will earn six-figures. But your other reward will be the chance to see how advisers develop under your guidance. You will see them work smarter, be happier and achieve financial freedom. To do this you will have significant management experience within financial services. You will be Level 4 qualified. And you will have been around the industry long enough to know what motivates advisers. You will know that business owners are sometimes resistant to change. But you'll know how you build trust. How you can work in partnership. And you'll know a thing or two about business development/planning and marketing. You'll even know what buttons to press and how to cajole, so that they solve their own issues. With your expert help of course. And when they succeed, you'll know that in some way, they wouldn't have got there without you. Or your carrots. Click apply and send us a CV or a way of contacting you. Sticks not required.
Your opportunity We're the real estate advisory practice of Deloitte LLP, one of the world's leading providers of professional services. Together we've established a new benchmark in how real estate advisory services are delivered, with an unparalleled capability to provide innovative cross service solutions to the most complex property challenges. We provide consultative services, as well as a variety of specialist advice, to a wide range of private and public sector clients across the UK and abroad. We can help clients with everything from preparing planning applications to managing commercial real estate. Deloitte Real Estate currently provides comprehensive property consultancy and advisory services, working seamlessly with specialist teams in areas of assurance and advisory, tax, corporate finance and consulting, to deliver fully integrated expert solutions on a national and global basis. Working here will give you the chance to gain experience on a truly diverse range of property types - so expect some interesting inspections, valuations and negotiations. The calibre of clients is exceptionally high and you'll have the opportunity to develop across different areas as your experience grows. There is a comprehensive suite of learning and development opportunities. Your role Deloitte Real Estate's Capital Projects Advisory group provides Consulting, Delivery, Assurance and Due Diligence services to clients across a range of industry sectors including financial services, real estate, corporate and public sectors. We act as a critical friend to our clients, providing end to end advice and assurance as well as project delivery capabilities. We help our clients plan, manage and deliver significant capital expenditure, often supporting complex business transformation, optimizing the value delivered through capital investment. Consulting - end to end business advice to optimise the delivery of capital investment strategies Delivery - ensuring land and buildings meet our client's needs. (programme management; project management; cost consultancy; employer's agent) Assurance - providing the C-suite with assurance to control business risk (critical friend, project reviews, health-checks) Due diligence - technical support to business and clients going through change (M&A transaction support; due diligence through development monitoring, acquisition support; and technical assurance through project audits, contract compliance, forensic investigations, defect analysis, expert witness services) We have construction projects valued at more than £1billion under management at any time. • Spend time understanding specific client needs and ensure a high standard of service, particularly delivering what is required on time • Ability to effectively communicate with clients, including written and numerical accuracy • Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution Working on high profile assignments, you will be exposed to a wide variety of projects, such as: • Undertaking project management & technical support across a variety of large capital projects including internal corporate Deloitte projects across UK and Europe • Advising on the set up and management of large infrastructure and capital projects & programmes e.g. setting up and working within PMO's, advising on approaches to procurement, contract management and programme controls; supporting reviews on governance and organisation structure • Undertaking assurance reviews on large programmes e.g. reviewing a programme's readiness to proceed to a further stage, assessing cost, quality, risk and programme • Undertaking technical reviews as part of a wider firm M&A engagement or distressed real estate situation Your work, your choice How long does impact take? How long is a piece of string? How many seconds does a solution contain? How can we possibly tell? After all, impact can be huge or small. Immediate or years in the making. At Deloitte we believe the best impact is the value we add, not the hours we sit at our desk. We, therefore, carefully consider agile ways of working, both formal and informal, that allow for the best impact for our people and our clients. If the working pattern you are looking for is not specifically indicated below, we are happy to discuss alternative arrangements. Location: London with occasional domestic and international travel. Work Pattern: Permanent full time Your professional experience We are looking for people with Project Management expertise combined with a technical construction background. As part of our diverse and successful team you will have the opportunity to advise clients on all aspects of construction and real estate related business matters. We advise on all stages of development from feasibility through to the design, tender and delivery stages and in client advisory roles. We need flexible people who are willing to get involved in strategic consultancy and project assurance roles, as well as project delivery. You'll need to demonstrate: • Experience of delivering high quality project management services • Experience of working for a project management or construction consultancy (desirable) • Relevant construction qualifications which may be based in Construction Project Management, Quantity Surveying/Cost Consultancy, Building Surveying, Engineering (Professional Qualifications desirable: MAPM, MCIOB, MRICS, MICE, IStructE, CEng or similar/equivalent) • Interest and capability in providing strategic advice For a full job description please visit our online Deloitte Careers portal Requisition code: 150222
Dec 15, 2018
Your opportunity We're the real estate advisory practice of Deloitte LLP, one of the world's leading providers of professional services. Together we've established a new benchmark in how real estate advisory services are delivered, with an unparalleled capability to provide innovative cross service solutions to the most complex property challenges. We provide consultative services, as well as a variety of specialist advice, to a wide range of private and public sector clients across the UK and abroad. We can help clients with everything from preparing planning applications to managing commercial real estate. Deloitte Real Estate currently provides comprehensive property consultancy and advisory services, working seamlessly with specialist teams in areas of assurance and advisory, tax, corporate finance and consulting, to deliver fully integrated expert solutions on a national and global basis. Working here will give you the chance to gain experience on a truly diverse range of property types - so expect some interesting inspections, valuations and negotiations. The calibre of clients is exceptionally high and you'll have the opportunity to develop across different areas as your experience grows. There is a comprehensive suite of learning and development opportunities. Your role Deloitte Real Estate's Capital Projects Advisory group provides Consulting, Delivery, Assurance and Due Diligence services to clients across a range of industry sectors including financial services, real estate, corporate and public sectors. We act as a critical friend to our clients, providing end to end advice and assurance as well as project delivery capabilities. We help our clients plan, manage and deliver significant capital expenditure, often supporting complex business transformation, optimizing the value delivered through capital investment. Consulting - end to end business advice to optimise the delivery of capital investment strategies Delivery - ensuring land and buildings meet our client's needs. (programme management; project management; cost consultancy; employer's agent) Assurance - providing the C-suite with assurance to control business risk (critical friend, project reviews, health-checks) Due diligence - technical support to business and clients going through change (M&A transaction support; due diligence through development monitoring, acquisition support; and technical assurance through project audits, contract compliance, forensic investigations, defect analysis, expert witness services) We have construction projects valued at more than £1billion under management at any time. • Spend time understanding specific client needs and ensure a high standard of service, particularly delivering what is required on time • Ability to effectively communicate with clients, including written and numerical accuracy • Working effectively in diverse teams within an inclusive team culture where people are recognised for their contribution Working on high profile assignments, you will be exposed to a wide variety of projects, such as: • Undertaking project management & technical support across a variety of large capital projects including internal corporate Deloitte projects across UK and Europe • Advising on the set up and management of large infrastructure and capital projects & programmes e.g. setting up and working within PMO's, advising on approaches to procurement, contract management and programme controls; supporting reviews on governance and organisation structure • Undertaking assurance reviews on large programmes e.g. reviewing a programme's readiness to proceed to a further stage, assessing cost, quality, risk and programme • Undertaking technical reviews as part of a wider firm M&A engagement or distressed real estate situation Your work, your choice How long does impact take? How long is a piece of string? How many seconds does a solution contain? How can we possibly tell? After all, impact can be huge or small. Immediate or years in the making. At Deloitte we believe the best impact is the value we add, not the hours we sit at our desk. We, therefore, carefully consider agile ways of working, both formal and informal, that allow for the best impact for our people and our clients. If the working pattern you are looking for is not specifically indicated below, we are happy to discuss alternative arrangements. Location: London with occasional domestic and international travel. Work Pattern: Permanent full time Your professional experience We are looking for people with Project Management expertise combined with a technical construction background. As part of our diverse and successful team you will have the opportunity to advise clients on all aspects of construction and real estate related business matters. We advise on all stages of development from feasibility through to the design, tender and delivery stages and in client advisory roles. We need flexible people who are willing to get involved in strategic consultancy and project assurance roles, as well as project delivery. You'll need to demonstrate: • Experience of delivering high quality project management services • Experience of working for a project management or construction consultancy (desirable) • Relevant construction qualifications which may be based in Construction Project Management, Quantity Surveying/Cost Consultancy, Building Surveying, Engineering (Professional Qualifications desirable: MAPM, MCIOB, MRICS, MICE, IStructE, CEng or similar/equivalent) • Interest and capability in providing strategic advice For a full job description please visit our online Deloitte Careers portal Requisition code: 150222
My client is an independent chartered financial adviser firm looking to employ a chartered financial adviser to service and grow their exsiting bank of corporate and private clients. They've got circa £220m in FUM, and after recently being bought out have joined a firm with circa £5bn in total FUM, so there is a lot of business to look after and an expectation of growth. The firm you'll be working with has 3 advisers, and an outgoing MD looking to scale back his involvement. You will be offered full admin and paraplanning support. Salary is to be negotiated, but as a guide their chartered advisers generally earn £65k as a basic. Given the size of the company that's bought them out, and their existing relationships with local accountancy practices there's no reason whatsoever you shouldn't earn less than £100k on annual basis. Reed Specialist Recruitment Limited is an employment agency and employment business
Dec 15, 2018
My client is an independent chartered financial adviser firm looking to employ a chartered financial adviser to service and grow their exsiting bank of corporate and private clients. They've got circa £220m in FUM, and after recently being bought out have joined a firm with circa £5bn in total FUM, so there is a lot of business to look after and an expectation of growth. The firm you'll be working with has 3 advisers, and an outgoing MD looking to scale back his involvement. You will be offered full admin and paraplanning support. Salary is to be negotiated, but as a guide their chartered advisers generally earn £65k as a basic. Given the size of the company that's bought them out, and their existing relationships with local accountancy practices there's no reason whatsoever you shouldn't earn less than £100k on annual basis. Reed Specialist Recruitment Limited is an employment agency and employment business
Do you have a strong working knowledge of Excel? Do you like working with numbers and have an interest in statistics? If so, ReAssure® have the perfect permanent opportunity for you. ReAssure® is responsible for administering a variety of policies such as Pension, Life and Health. They are at an exciting stage in their growth, offering rewarding career prospects for talented people. With this in mind, we are working in collaboration with ReAssure® and are recruiting for customer focused representatives to work in their Hitchin office. Summary: You will be joining a company built on solid values who can offer career progression and the potential for you to contribute your skills and talents to a work culture shaped by mutual respect. If you believe in delivering exceptional customer service and enjoy working with others to enhance an already positive environment, ReAssure® is the company of choice for you. We are currently recruiting for an Administrator on a permanent basis to work in Hitchin This permanent role starts ASAP The working hours are Monday to Friday between 9.00am and 5.30pm. The annual salary is between £17,00 - £20,000 and you will enjoy 27 days holiday. The role is full time with 37 hours each week. We are looking for the following skill set for this role: Previous administration experience Good knowledge of Microsoft Outlook packages particularly Excel where intermediate to advance user is required Excellent written and oral communication skills Ability to work on your own and remain motivated with repetitive tasks Ability to work under pressure Manage a busy workload Previous working knowledge of working within a financial environment would be advantageous Strong A level grades in Maths and or Science This role is based within a friendly, supportive environment and training will be provided. You be manually calculating annual statements. If you have a keen interest in Maths and like analysing this could be the perfect role for you. Tate is acting as an Employment Agency in relation to this vacancy.
Dec 15, 2018
Do you have a strong working knowledge of Excel? Do you like working with numbers and have an interest in statistics? If so, ReAssure® have the perfect permanent opportunity for you. ReAssure® is responsible for administering a variety of policies such as Pension, Life and Health. They are at an exciting stage in their growth, offering rewarding career prospects for talented people. With this in mind, we are working in collaboration with ReAssure® and are recruiting for customer focused representatives to work in their Hitchin office. Summary: You will be joining a company built on solid values who can offer career progression and the potential for you to contribute your skills and talents to a work culture shaped by mutual respect. If you believe in delivering exceptional customer service and enjoy working with others to enhance an already positive environment, ReAssure® is the company of choice for you. We are currently recruiting for an Administrator on a permanent basis to work in Hitchin This permanent role starts ASAP The working hours are Monday to Friday between 9.00am and 5.30pm. The annual salary is between £17,00 - £20,000 and you will enjoy 27 days holiday. The role is full time with 37 hours each week. We are looking for the following skill set for this role: Previous administration experience Good knowledge of Microsoft Outlook packages particularly Excel where intermediate to advance user is required Excellent written and oral communication skills Ability to work on your own and remain motivated with repetitive tasks Ability to work under pressure Manage a busy workload Previous working knowledge of working within a financial environment would be advantageous Strong A level grades in Maths and or Science This role is based within a friendly, supportive environment and training will be provided. You be manually calculating annual statements. If you have a keen interest in Maths and like analysing this could be the perfect role for you. Tate is acting as an Employment Agency in relation to this vacancy.
Job Summary To undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Responsibilities Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Experience Required Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel Additional Details Our Client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Dec 15, 2018
Job Summary To undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Responsibilities Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Experience Required Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel Additional Details Our Client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
o undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Job Role Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Education and Experience Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel. Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Dec 15, 2018
o undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Job Role Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Education and Experience Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel. Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Due to a significant increase in business, a prestigious International Private Bank based in Central London is seeking to recruit an INVESTMENT ADMINISTRATOR to join their Investment Operations team on a contract-to-permanent basis. The successful candidate will ensure that all operational and reporting aspects of the department are processed property and in accordance with regulatory requirements. This is an ideal opportunity for those candidates with investment operations experience who are looking to advance their career in private banking. Duties to include: · Client administration including payments, incoming funds, client queries, and any reporting request · Raising stock transfers and deposits, keeping all involved parties informed of the transition and working to SLA's. · Monitor daily cash reconciliations and weekly security reconciliations · Processing / Instruction of transactions relating to delegated accounts e.g. FX Transactions · Ad-hoc projects where necessary To be considered for this rare opportunity, candidates will have gained some financial services experience and must be able to demonstrate an interest in Investment Operations (candidates in the process of attaining the IOC are preferred). This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing are those of an Employment Agency.
Dec 15, 2018
Due to a significant increase in business, a prestigious International Private Bank based in Central London is seeking to recruit an INVESTMENT ADMINISTRATOR to join their Investment Operations team on a contract-to-permanent basis. The successful candidate will ensure that all operational and reporting aspects of the department are processed property and in accordance with regulatory requirements. This is an ideal opportunity for those candidates with investment operations experience who are looking to advance their career in private banking. Duties to include: · Client administration including payments, incoming funds, client queries, and any reporting request · Raising stock transfers and deposits, keeping all involved parties informed of the transition and working to SLA's. · Monitor daily cash reconciliations and weekly security reconciliations · Processing / Instruction of transactions relating to delegated accounts e.g. FX Transactions · Ad-hoc projects where necessary To be considered for this rare opportunity, candidates will have gained some financial services experience and must be able to demonstrate an interest in Investment Operations (candidates in the process of attaining the IOC are preferred). This vacancy is being advertised by Montpellier Resourcing Limited. The services advertised by Montpellier Resourcing are those of an Employment Agency.
o undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Job Role Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Education and Experience Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel. Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Dec 15, 2018
o undertake all routine administration tasks on a portfolio of pension schemes. The duties will include maintaining scheme databases, calculating member benefits and processing member events, year end processes and producing benefit statements, prompt investment of scheme contributions if applicable. To deliver service in a customer focussed and conscientious manner and ensuring customers are treated fairly at all times. Job Role Accurately calculate and pay out benefits for members of the scheme, both manually and using ProFund Classic and oPen, as required. Deal with all types of correspondence and calls from Member/Advisors/Trustees with a close attention to detail Produce quality work within specified timescales laid down in service contracts. Organise and prioritise own work, ensuring completion within quality standards and agreed service levels. Assist others on the team as required and support change and development activities within the team Provide ideas and suggestions for improving working methods taking into account client and member experience, where appropriate implement and document to the Service Delivery Manager for adoption across the business. Behave at all time in a professional and courteous way to colleagues, clients and customers. Education and Experience Previous Administration experience or experience working within an office environment. Computer literate and comfortable with Microsoft Office suite esp. Word and Excel. Additional Details: Our client offers highly attractive reward packages. They are aware of how integral their employees are to their progress, so ensure that everyone shares in that success. Whilst this varies from company to company typical benefits can include: Employee share schemes Flexible Benefit Scheme Generous holiday entitlement Pension Plan Private healthcare scheme
Credit Manager - - London - £50,000 - x12 Month FTC One of my longest standing clients is looking to bring on board a Senior Credit manager into their well established business. The company is looking for a proven Credit Manager with a background in high level accuracy and complex Credit Control. This detail orientated position requires a professional who can hit the ground running and take a pro-active approach to client accounts as while the company does not have bad debt it is a very involved role that requires close client management and a keen eye for accuracy They are looking to move forward efficiently with candidates that are interested and have the correct history of experience. Essential Knowledge - Proven Track record of delivery as a senior Credit Manager - Client Orientated - Methodical in approach - Delivery focussed - Knowledge of UMR,UCR,ECF (essential) Please get in touch as soon as possible to discuss further Kind regards Chris Cole - -
Dec 15, 2018
Credit Manager - - London - £50,000 - x12 Month FTC One of my longest standing clients is looking to bring on board a Senior Credit manager into their well established business. The company is looking for a proven Credit Manager with a background in high level accuracy and complex Credit Control. This detail orientated position requires a professional who can hit the ground running and take a pro-active approach to client accounts as while the company does not have bad debt it is a very involved role that requires close client management and a keen eye for accuracy They are looking to move forward efficiently with candidates that are interested and have the correct history of experience. Essential Knowledge - Proven Track record of delivery as a senior Credit Manager - Client Orientated - Methodical in approach - Delivery focussed - Knowledge of UMR,UCR,ECF (essential) Please get in touch as soon as possible to discuss further Kind regards Chris Cole - -
Job Introduction Our in-house Quality Assurance team carry out quality checks on the interactions we have with customers. That could be anything from the face-to-face appointments that happen in our branches, to the conversations our mortgage advisers have over the phone. So the next time you hear the words - your call is being recorded for training purposes - these are the guys that do it. Main Responsibilities Design, development, analysis and investigation of Management Information in order to provide oversight of Distribution Customer Quality and distribution activities in complying with the Training & Competency and Quality Framework.Contribute to the development of communications; E-Learning and other learning materials in orderto support distribution team understand product features, risks, regulatory standards and our intern processes and standardsNurturing the relationships you have with colleagues will be an important part of this role to ensure we are sharing best practice at Skipton, so even though there could be some challenging conversations, there'll also be lots of opportunity to recognise the things we do well and share that information across the network of colleagues you work with. Ideal Candidate Ultimately, you'll be making sure our customer interactions are operating within regulatoryframeworks, and that Distribution Customers Quality and distribution are meeting our internal and regulatory standards o a working knowledge of FCA requirements including conduct risk and treating customers fairly would be useful, along with a background in financial services. And if you're not already qualified in CF1, CF6 or RO5, we'll be happy to provide training to the right candidate. Although your technical skills are important, you'll also need to be an adaptable communicator with a good deal of empathy, but perhaps most importantly of all - you'll become a champion for our customers, making sure their interactions with us always result in an outcome that's suitable for them. About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We're committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues' unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Package Description In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following: Competitive Employer pension contribution Private medical insurance Company paid life assurance scheme Company paid Group Income Protection scheme 25 days holiday (plus bank holidays and the opportunity to participate in the annual Holiday Trading Scheme to buy/sell extra days) Annual discretionary bonus scheme Childcare vouchers Volunteering days Colleague discounts at a range of UK wide retailers, including holidays, restaurants, fashion, days out and more. Accessible via an online platform and mobile app. Discounts/cashback on selected products and services Employee Assistance Programme Diverse culture Skipton are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Dec 15, 2018
Job Introduction Our in-house Quality Assurance team carry out quality checks on the interactions we have with customers. That could be anything from the face-to-face appointments that happen in our branches, to the conversations our mortgage advisers have over the phone. So the next time you hear the words - your call is being recorded for training purposes - these are the guys that do it. Main Responsibilities Design, development, analysis and investigation of Management Information in order to provide oversight of Distribution Customer Quality and distribution activities in complying with the Training & Competency and Quality Framework.Contribute to the development of communications; E-Learning and other learning materials in orderto support distribution team understand product features, risks, regulatory standards and our intern processes and standardsNurturing the relationships you have with colleagues will be an important part of this role to ensure we are sharing best practice at Skipton, so even though there could be some challenging conversations, there'll also be lots of opportunity to recognise the things we do well and share that information across the network of colleagues you work with. Ideal Candidate Ultimately, you'll be making sure our customer interactions are operating within regulatoryframeworks, and that Distribution Customers Quality and distribution are meeting our internal and regulatory standards o a working knowledge of FCA requirements including conduct risk and treating customers fairly would be useful, along with a background in financial services. And if you're not already qualified in CF1, CF6 or RO5, we'll be happy to provide training to the right candidate. Although your technical skills are important, you'll also need to be an adaptable communicator with a good deal of empathy, but perhaps most importantly of all - you'll become a champion for our customers, making sure their interactions with us always result in an outcome that's suitable for them. About Skipton Building Society At Skipton Building Society we are not just another Financial Services Institution we are a mutual organisation, which means we are owned by our members and believe in placing them at the heart of everything we do. The same goes for our people. We can only be successful as a business if we have great people and we believe in treating people as individuals. Our values are Trust, Ownership and One Team which reflect the attitudes and way of working everyone here displays on a daily basis, and which are key to the delivery of the outstanding level of personal service we offer our customers. We're committed to creating a diverse and inclusive workplace where every colleague has an opportunity to fulfil their career potential. We respect and appreciate the value that our colleagues' unique differences can bring and offer consideration for anyone seeking a more flexible work-life balance. If you have a need for flexibility then please let us know. Package Description In return for all your hard work and commitment, you will get the support and recognition you deserve. You can expect a structured training and development programme tailored to your needs. You will also be eligible for the following: Competitive Employer pension contribution Private medical insurance Company paid life assurance scheme Company paid Group Income Protection scheme 25 days holiday (plus bank holidays and the opportunity to participate in the annual Holiday Trading Scheme to buy/sell extra days) Annual discretionary bonus scheme Childcare vouchers Volunteering days Colleague discounts at a range of UK wide retailers, including holidays, restaurants, fashion, days out and more. Accessible via an online platform and mobile app. Discounts/cashback on selected products and services Employee Assistance Programme Diverse culture Skipton are an equal opportunities employer and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age
Wild Berry is currently working with a top leading provider of specialist finance training. They have over 20 years' experience delivering world class courses to a blue-chip client. Our client is looking to adding to its sales team as part of its next phase of growth and currently looking for a new Account Manager to take responsibility over a significant portion of its existing spending clients. This role will revolve around existing clients and building new relationships and developing new leads within banks, law firms, accountancy firms and much more! We are currently looking for someone with 3 plus years of experience in working in a B2B sales and account management. Someone who has a genuine interest in the financial world and global capital markets would be a significant advantage! The perfect candidate must be prepared to work extremely hard, work smartly and be entrepreneurial. Duties: Account Management o nurturing existing clients Growing the spend from existing clients Targeting high growth clients and prospects Managing your client and prospect base to ensuring all decision makers from all departments / -Divisions of the target account are added to the CRM and called and e-marketed to Researching websites, Social Media, articles and publications and adding appropriate contacts to the CRM Maintaining accurate and up-to-date records on the CRM Telephoning companies / contacts to verify contact data on the CRM Cold calling prospects to Introducing courses and webinars to potential clients all over the world Participating in client meetings Expectations: You will be expected to manage in excess of 500 accounts and make at least 60 calls a day You will be expected to speak with senior decision makers from these accounts (Globally) to seek out and increase business levels You will be expected to be proficient in researching skills to find out what the client company does, all their different business lines that are relevant for us to market courses to Determine who the heads of the various departments are You will be expected to work quickly and smart to we pride ourselves on quickly answering client enquiries immediately We quickly retrieve information from our CRM to support our calls to clients, and also incoming client enquiries This is a fast-paced environment so you will need to be a very quick learner to you will be expected to take detailed notes to aid you after the induction training Required skills and personal attributes Must be extremely well organised and great listening skills The ability to manage own workload, prioritise and work/keep to deadlines Must have a "can do" attitude Must be a quick learner Must be hard working and proactive Must be focussed on the client Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
Dec 15, 2018
Wild Berry is currently working with a top leading provider of specialist finance training. They have over 20 years' experience delivering world class courses to a blue-chip client. Our client is looking to adding to its sales team as part of its next phase of growth and currently looking for a new Account Manager to take responsibility over a significant portion of its existing spending clients. This role will revolve around existing clients and building new relationships and developing new leads within banks, law firms, accountancy firms and much more! We are currently looking for someone with 3 plus years of experience in working in a B2B sales and account management. Someone who has a genuine interest in the financial world and global capital markets would be a significant advantage! The perfect candidate must be prepared to work extremely hard, work smartly and be entrepreneurial. Duties: Account Management o nurturing existing clients Growing the spend from existing clients Targeting high growth clients and prospects Managing your client and prospect base to ensuring all decision makers from all departments / -Divisions of the target account are added to the CRM and called and e-marketed to Researching websites, Social Media, articles and publications and adding appropriate contacts to the CRM Maintaining accurate and up-to-date records on the CRM Telephoning companies / contacts to verify contact data on the CRM Cold calling prospects to Introducing courses and webinars to potential clients all over the world Participating in client meetings Expectations: You will be expected to manage in excess of 500 accounts and make at least 60 calls a day You will be expected to speak with senior decision makers from these accounts (Globally) to seek out and increase business levels You will be expected to be proficient in researching skills to find out what the client company does, all their different business lines that are relevant for us to market courses to Determine who the heads of the various departments are You will be expected to work quickly and smart to we pride ourselves on quickly answering client enquiries immediately We quickly retrieve information from our CRM to support our calls to clients, and also incoming client enquiries This is a fast-paced environment so you will need to be a very quick learner to you will be expected to take detailed notes to aid you after the induction training Required skills and personal attributes Must be extremely well organised and great listening skills The ability to manage own workload, prioritise and work/keep to deadlines Must have a "can do" attitude Must be a quick learner Must be hard working and proactive Must be focussed on the client Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and ability to perform the duties of the job.
Professional Recruitment Ltd
Gloucester, Gloucestershire
The client A highly reputable leading insurance provider in Gloucester is looking to recruit a driven and self motivated Sales Consultant to develop and build relationships with a panel of IFAs. The role In this role you will work to a sales target agreeing a plan with each of your accounts over the telephone and identifying business opportunities. You will maintain a high degree of contact with introducers via the telephone and in conjunction with the Sales Manager will plan and implement bespoke campaigns and sales and marketing initiatives to fully maximise business potential from your panel of IFAs and introducers. You will maintain a thorough understanding of all relevant protection insurance products, propositions and legislative requirements and you will be expected to maintain an awareness of market trends and competitors to identify business opportunities. The candidate Previous financial services or insurance industry experience is a must. Perhaps you'll be working within sales support, or as an existing account manager, whatever you will be comfortable in a targeted environment. You should be a driven individual who will demonstrate a commitment to personal development. You will be given every opportunity to improve your basic salary with a bonus scheme in a developing and rapidly expanding area of the Financial Services industry.
Dec 15, 2018
The client A highly reputable leading insurance provider in Gloucester is looking to recruit a driven and self motivated Sales Consultant to develop and build relationships with a panel of IFAs. The role In this role you will work to a sales target agreeing a plan with each of your accounts over the telephone and identifying business opportunities. You will maintain a high degree of contact with introducers via the telephone and in conjunction with the Sales Manager will plan and implement bespoke campaigns and sales and marketing initiatives to fully maximise business potential from your panel of IFAs and introducers. You will maintain a thorough understanding of all relevant protection insurance products, propositions and legislative requirements and you will be expected to maintain an awareness of market trends and competitors to identify business opportunities. The candidate Previous financial services or insurance industry experience is a must. Perhaps you'll be working within sales support, or as an existing account manager, whatever you will be comfortable in a targeted environment. You should be a driven individual who will demonstrate a commitment to personal development. You will be given every opportunity to improve your basic salary with a bonus scheme in a developing and rapidly expanding area of the Financial Services industry.
Job Description: We are pleased to be partnering with a multinational retail business based in London. They are now looking to bring on board a quick-learning and enthusiastic Financial Planning Manager to provide the supply chain with forecasting and financial planning support across all business functions. The role: The successful applicant will report into the head of FP&A and work alongside 4 members of the Planning & Forecasting Centre of Excellence Responsibilities will include: Creating Supply Chain forecasts, budgets and plans Continually communicating with all levels of the business regarding issues, solutions and updates on expected performance Travelling in the week between offices both in and out of London Providing support for all Heads of Finance, updating on progress and timelines with the Commercial Finance team and wider business functions as required Ensuring that all Supply Chain functions provide updates for input into forecasts Constantly interacting with non-finance colleagues and supporting and challenging senior members of the business Enhancing process optimisation The right candidate: ACA/ACCA/CIMA qualified and strong technically Experienced in hands-on planning and forecasting positions Very strong interpersonally and able to influence senior stakeholders Experienced in retail or services A fast-learner who is strong with data and has a very analytical mind Excellent presentation skills to prepare and deliver strategic, commercial and financial insights An enthusiastic and outgoing individual
Dec 15, 2018
Job Description: We are pleased to be partnering with a multinational retail business based in London. They are now looking to bring on board a quick-learning and enthusiastic Financial Planning Manager to provide the supply chain with forecasting and financial planning support across all business functions. The role: The successful applicant will report into the head of FP&A and work alongside 4 members of the Planning & Forecasting Centre of Excellence Responsibilities will include: Creating Supply Chain forecasts, budgets and plans Continually communicating with all levels of the business regarding issues, solutions and updates on expected performance Travelling in the week between offices both in and out of London Providing support for all Heads of Finance, updating on progress and timelines with the Commercial Finance team and wider business functions as required Ensuring that all Supply Chain functions provide updates for input into forecasts Constantly interacting with non-finance colleagues and supporting and challenging senior members of the business Enhancing process optimisation The right candidate: ACA/ACCA/CIMA qualified and strong technically Experienced in hands-on planning and forecasting positions Very strong interpersonally and able to influence senior stakeholders Experienced in retail or services A fast-learner who is strong with data and has a very analytical mind Excellent presentation skills to prepare and deliver strategic, commercial and financial insights An enthusiastic and outgoing individual
School and College Leaver programme A position on our School and College leaver programme is one of the best ways to kickstart your career with PwC. You'll learn and develop the specialist skills our clients look for and value most, whilst also studying towards a professional qualification, with support from us all the way. The work is varied, and involves working as a team to understand the financial statements and the financial position of your clients, who may vary from multinational banks and football clubs through to public sector organisations and start-ups. Your work will includes investigating and analysing operational and financial risk, processes, systems and controls, and then offering your client recommendations for improvement. Good communication, an analytical mindset, strong relationship building skills and a strong eye for detail are really important in our people-focused business Consulting Whichever part of Consulting you join, you'll help organisations of all shapes and sizes from strategy right through to execution. You'll help clients look at things in new ways, make suggestions and change things when needed. And as every client is different, the work is really varied and projects can last from a few days to a few years. Whatever issues you're tackling on their behalf, you'll work with inspiring leaders to deliver results they can measure and a standard of client service that's truly second to none. What you'll gain You will complete PwC's Junior Management Consulting programme and you'll also gain a Level 4 apprenticeship. We'll support you to study for these qualifications whilst also learning the ropes by working with our internal teams. What you need to get in 112 UCAS tariff or equivalent - minimum requirements, plus a grade 4 or above in GCSE English Language and Mathematics (or equivalent) for school and college leaver roles. Take the opportunity of a lifetime. pwc.co.uk/schools facebook.com/PwCCareersUK Deadline: 31st December 2018 Early application is highly recomended as places fill up quickly
Dec 15, 2018
Full time
School and College Leaver programme A position on our School and College leaver programme is one of the best ways to kickstart your career with PwC. You'll learn and develop the specialist skills our clients look for and value most, whilst also studying towards a professional qualification, with support from us all the way. The work is varied, and involves working as a team to understand the financial statements and the financial position of your clients, who may vary from multinational banks and football clubs through to public sector organisations and start-ups. Your work will includes investigating and analysing operational and financial risk, processes, systems and controls, and then offering your client recommendations for improvement. Good communication, an analytical mindset, strong relationship building skills and a strong eye for detail are really important in our people-focused business Consulting Whichever part of Consulting you join, you'll help organisations of all shapes and sizes from strategy right through to execution. You'll help clients look at things in new ways, make suggestions and change things when needed. And as every client is different, the work is really varied and projects can last from a few days to a few years. Whatever issues you're tackling on their behalf, you'll work with inspiring leaders to deliver results they can measure and a standard of client service that's truly second to none. What you'll gain You will complete PwC's Junior Management Consulting programme and you'll also gain a Level 4 apprenticeship. We'll support you to study for these qualifications whilst also learning the ropes by working with our internal teams. What you need to get in 112 UCAS tariff or equivalent - minimum requirements, plus a grade 4 or above in GCSE English Language and Mathematics (or equivalent) for school and college leaver roles. Take the opportunity of a lifetime. pwc.co.uk/schools facebook.com/PwCCareersUK Deadline: 31st December 2018 Early application is highly recomended as places fill up quickly
Job Description My client is a global financial services company with their EMEA hub based near Croydon, Surrey. Due to an internal promotion they are seeking to appoint a Senior Internal Auditor to join their expanding team. Reporting into an Internal Audit Manager you will be responsible for: Assisting in the delivery of the internal audit plan, delivering end to end audits including the testing. Managing key Stakeholder relationships across the business. Developing and using company audit methodology. Reporting findings. The successful candidate will be qualified CIA /ACCA / ACA with previous audit experience or studying towards a qualification already. Applicants from external auditors from practice seeking their first commercial move are welcomed as this is an excellent opportunity for an ambitious auditor to build a career in a global firm. Previous financial services experience is not needed, just an enquiring mind and the ability to articulate risk clearly and concisely. This client offers an excellent opportunity to join and build a career in a truly global corporation. They seek to hire the best. Please click to apply.
Dec 15, 2018
Full time
Job Description My client is a global financial services company with their EMEA hub based near Croydon, Surrey. Due to an internal promotion they are seeking to appoint a Senior Internal Auditor to join their expanding team. Reporting into an Internal Audit Manager you will be responsible for: Assisting in the delivery of the internal audit plan, delivering end to end audits including the testing. Managing key Stakeholder relationships across the business. Developing and using company audit methodology. Reporting findings. The successful candidate will be qualified CIA /ACCA / ACA with previous audit experience or studying towards a qualification already. Applicants from external auditors from practice seeking their first commercial move are welcomed as this is an excellent opportunity for an ambitious auditor to build a career in a global firm. Previous financial services experience is not needed, just an enquiring mind and the ability to articulate risk clearly and concisely. This client offers an excellent opportunity to join and build a career in a truly global corporation. They seek to hire the best. Please click to apply.
Are you a part-qualified or qualified actuary with detailed GI experience (e.g. reserving, regulatory reporting, Solvency II)? Do you relish the opportunity to develop your career within a global insurer? Then look no further. This is a fantastic career development role offering you the opportunity to work closely with the UK Reserving teams - Personal, Municipal, Commercial and Legacy - to understand and report their results, identify trends and bring insights to the senior colleagues within the wider business. You'll also liaise with other areas of the business, including Finance, Underwriting, Pricing and Capital, to develop a broad understanding of the business and promote process changes that will result in real difference. Excellent team-working, communication and interpersonal skills are essential. Contact us now for more information regarding this exciting position within a market-leading firm.
Dec 15, 2018
Full time
Are you a part-qualified or qualified actuary with detailed GI experience (e.g. reserving, regulatory reporting, Solvency II)? Do you relish the opportunity to develop your career within a global insurer? Then look no further. This is a fantastic career development role offering you the opportunity to work closely with the UK Reserving teams - Personal, Municipal, Commercial and Legacy - to understand and report their results, identify trends and bring insights to the senior colleagues within the wider business. You'll also liaise with other areas of the business, including Finance, Underwriting, Pricing and Capital, to develop a broad understanding of the business and promote process changes that will result in real difference. Excellent team-working, communication and interpersonal skills are essential. Contact us now for more information regarding this exciting position within a market-leading firm.
About The Contact Company We strongly believe in promoting from within, with many of our Managers and Support teams starting on the contact centre floor. We have a wide range of roles and we can help you to develop your talents and a career that suits them perfectly through regular development reviews, Talent Development Programs, Training and Development Programs and Specialist Leadership Training. Detailed Job Description We are recruiting for a host of Part Time Customer Service Representatives, who are passionate about the customer experience. You will bring personality and energy along with the ability to tailor your service to the needs of our client's customers. You will also have a passion for wanting to create an outstanding customer experience every time. Applicants must have a professional manner with the ability to deal effectively with the customer, demonstrating tact, discretion and patience, whilst dealing with a high level of confidentiality. Good interpersonal and communication skills along with team spirit are essential for this role. Utilising skills you will be required to listen to the customer's needs and ensure a great customer service. What's in it for you? £16,200p/a FULL TIME Hours of Work; 5pm-10pm Monday to Sunday 5 out of 7 days Earn £8.03 per hour with the ability to earn more depending on campaigns and skill set. 28 days holiday entitlement (pro-rata) increasing to 32 Days based on Length of Service 24 Hours Employee Assistance Program Medicash Benefits Birthday/Special Occasion off - All staff receive either your birthday or a special recurring occasion of your choice off after 12 months service Company Pension plan Free Limited On-site Parking available On-site Cafe at both Locations (subsidised) TCC Rewards - Various Rewards and Discounts are available with your TCC reward card. Free Staff Wifi Located in Birkenhead City Centre Call to arrange an immediate interview
Dec 15, 2018
About The Contact Company We strongly believe in promoting from within, with many of our Managers and Support teams starting on the contact centre floor. We have a wide range of roles and we can help you to develop your talents and a career that suits them perfectly through regular development reviews, Talent Development Programs, Training and Development Programs and Specialist Leadership Training. Detailed Job Description We are recruiting for a host of Part Time Customer Service Representatives, who are passionate about the customer experience. You will bring personality and energy along with the ability to tailor your service to the needs of our client's customers. You will also have a passion for wanting to create an outstanding customer experience every time. Applicants must have a professional manner with the ability to deal effectively with the customer, demonstrating tact, discretion and patience, whilst dealing with a high level of confidentiality. Good interpersonal and communication skills along with team spirit are essential for this role. Utilising skills you will be required to listen to the customer's needs and ensure a great customer service. What's in it for you? £16,200p/a FULL TIME Hours of Work; 5pm-10pm Monday to Sunday 5 out of 7 days Earn £8.03 per hour with the ability to earn more depending on campaigns and skill set. 28 days holiday entitlement (pro-rata) increasing to 32 Days based on Length of Service 24 Hours Employee Assistance Program Medicash Benefits Birthday/Special Occasion off - All staff receive either your birthday or a special recurring occasion of your choice off after 12 months service Company Pension plan Free Limited On-site Parking available On-site Cafe at both Locations (subsidised) TCC Rewards - Various Rewards and Discounts are available with your TCC reward card. Free Staff Wifi Located in Birkenhead City Centre Call to arrange an immediate interview
Part-time Accounts Assistant Uxbridge Your new company Market leader in their field. Your new role Approx 25 hours a week. Processing invoices approximately 1000 invoices/month. Assisting with mid-month and month-end payment runs Supplier statement reconciliations ..... click apply for full job details
Dec 15, 2018
Full time
Part-time Accounts Assistant Uxbridge Your new company Market leader in their field. Your new role Approx 25 hours a week. Processing invoices approximately 1000 invoices/month. Assisting with mid-month and month-end payment runs Supplier statement reconciliations ..... click apply for full job details
Our client, a leading consultancy, has an exciting career-development opportunity for a creative, part-qualified pensions actuary to support a number of workstreams including actuarial valuation calculations, funding updates, transfer values and accounting disclosures. Having a deep involvement in reviewing scheme information (i.e. benefit summary, benefit changes, previous valuation data etc), you will discuss anomalies with client teams. Using the firm's bespoke valuation systems, you will also perform actuarial valuations, alongside individual and global checks on the output. In addition, you will assist with the embedding of the valuation process within the practice, helping develop and identify areas for improvement. With strong written and verbal communication skills, the successful candidate will embrace collaboration and be comfortable in team environment. Take this opportunity to develop your career within a market-leader. Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf. Louis Manson, Managing Director M : (0) T : (0) E :
Dec 15, 2018
Full time
Our client, a leading consultancy, has an exciting career-development opportunity for a creative, part-qualified pensions actuary to support a number of workstreams including actuarial valuation calculations, funding updates, transfer values and accounting disclosures. Having a deep involvement in reviewing scheme information (i.e. benefit summary, benefit changes, previous valuation data etc), you will discuss anomalies with client teams. Using the firm's bespoke valuation systems, you will also perform actuarial valuations, alongside individual and global checks on the output. In addition, you will assist with the embedding of the valuation process within the practice, helping develop and identify areas for improvement. With strong written and verbal communication skills, the successful candidate will embrace collaboration and be comfortable in team environment. Take this opportunity to develop your career within a market-leader. Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf. Louis Manson, Managing Director M : (0) T : (0) E :
Annual budgeting experience? Worked for a social housing provider/ housing association previously? Looking for your next interim opportunity? Able to commute to Bedfordshire? Keep reading for more info!My client is an East Midlands based growing housing association looking to recruit an Interim Strategic Finance Manager for a period of six months to help through a transition period. The organisation has recently brought in new management and needs additional support to see them through a busy period. The role will be responsible for:*Pulling together the annual budgets.*Leading on the annual budgeting process.*Ensuing all reporting is accurate and delivered to schedule. *Oversee the preparation of quarterly board reports.Essential criteria to be considered are as follows:*A qualified accountant (CCAB/CIMA).*Previous experience of working within a housing association/ registered social landlord.*Led on an annual budgeting process.*Immediately available or on a short notice period.Do not delay in applying as this role will be filled before the closing date.
Dec 15, 2018
Contractor
Annual budgeting experience? Worked for a social housing provider/ housing association previously? Looking for your next interim opportunity? Able to commute to Bedfordshire? Keep reading for more info!My client is an East Midlands based growing housing association looking to recruit an Interim Strategic Finance Manager for a period of six months to help through a transition period. The organisation has recently brought in new management and needs additional support to see them through a busy period. The role will be responsible for:*Pulling together the annual budgets.*Leading on the annual budgeting process.*Ensuing all reporting is accurate and delivered to schedule. *Oversee the preparation of quarterly board reports.Essential criteria to be considered are as follows:*A qualified accountant (CCAB/CIMA).*Previous experience of working within a housing association/ registered social landlord.*Led on an annual budgeting process.*Immediately available or on a short notice period.Do not delay in applying as this role will be filled before the closing date.
School and College Leaver programme A position on our School and College leaver programme is one of the best ways to kickstart your career with PwC. You'll learn and develop the specialist skills our clients look for and value most, whilst also studying towards a professional qualification, with support from us all the way. The work is varied, and involves working as a team to understand the financial statements and the financial position of your clients, who may vary from multinational banks and football clubs through to public sector organisations and start-ups. Your work will includes investigating and analysing operational and financial risk, processes, systems and controls, and then offering your client recommendations for improvement. Good communication, an analytical mindset, strong relationship building skills and a strong eye for detail are really important in our people-focused business. Assurance In Assurance, we use cutting edge, collaborative technology to provide market leading services to our clients, both in person and virtually. Join our leading practice and you'll be part of the team that gets to grips with every aspect of clients' activities, understanding their business to identify where our high-quality Assurance work can add insight and value. It's critical work that enhances corporate governance and plays an important role in ensuring the reliability and relevance of business information. We work with organisations to identify and manage their risks to best position them for future business challenges and opportunities. Assurance is so much more than numbers. From assessing the sustainability of a supply chain, to the carbon footprint of a business, to compliance with their own internal governance policies, we help our clients to better understand their organisations' culture and performance to help them to achieve their true potential. What you'll gain You'll start your journey towards gaining a nationally recognised professional qualification, the ACA, with the Institute of Chartered Accountants in England and Wales (ICAEW) or Accounting Technicians Ireland (ATI). You'll also gain a Level 7 Apprenticeship across the four year School and College Leaver Programme. What you need to get in 112 UCAS tariff* depending on which area you join, plus a grade 4 or above in GCSE English Language and Mathematics (or equivalent) for school and college leaver roles Take the opportunity of a lifetime. For more information: Facebook: facebook.com/PwCCareersUK Deadline: 31st December 2018 Early application is advised
Dec 15, 2018
Full time
School and College Leaver programme A position on our School and College leaver programme is one of the best ways to kickstart your career with PwC. You'll learn and develop the specialist skills our clients look for and value most, whilst also studying towards a professional qualification, with support from us all the way. The work is varied, and involves working as a team to understand the financial statements and the financial position of your clients, who may vary from multinational banks and football clubs through to public sector organisations and start-ups. Your work will includes investigating and analysing operational and financial risk, processes, systems and controls, and then offering your client recommendations for improvement. Good communication, an analytical mindset, strong relationship building skills and a strong eye for detail are really important in our people-focused business. Assurance In Assurance, we use cutting edge, collaborative technology to provide market leading services to our clients, both in person and virtually. Join our leading practice and you'll be part of the team that gets to grips with every aspect of clients' activities, understanding their business to identify where our high-quality Assurance work can add insight and value. It's critical work that enhances corporate governance and plays an important role in ensuring the reliability and relevance of business information. We work with organisations to identify and manage their risks to best position them for future business challenges and opportunities. Assurance is so much more than numbers. From assessing the sustainability of a supply chain, to the carbon footprint of a business, to compliance with their own internal governance policies, we help our clients to better understand their organisations' culture and performance to help them to achieve their true potential. What you'll gain You'll start your journey towards gaining a nationally recognised professional qualification, the ACA, with the Institute of Chartered Accountants in England and Wales (ICAEW) or Accounting Technicians Ireland (ATI). You'll also gain a Level 7 Apprenticeship across the four year School and College Leaver Programme. What you need to get in 112 UCAS tariff* depending on which area you join, plus a grade 4 or above in GCSE English Language and Mathematics (or equivalent) for school and college leaver roles Take the opportunity of a lifetime. For more information: Facebook: facebook.com/PwCCareersUK Deadline: 31st December 2018 Early application is advised
The 'Know Your Customer' Customer Care Professional will be responsible for engaging with American Express Merchants via all types of written & verbal communication in order to obtain crucial Due Dilligence Documents. Know Your Customer is a key initiative for this department and the role requires excellent organisational skills, an ability to analyse and make judgments on customer documents, and a good understanding of the sensitive nature of the information we are capturing. Integrity when dealing with customer data is particularly prevalent in the role and the individual will be required to file and securely store the data for future reference. This is a Europe-wide initiative which requires interaction with both internal and external partners. A good understanding of a regulated role would also be preferred. Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations. Qualifications Required skills: Demonstrate history of good customer service Excellent Written skills - Email and Letter Experience in dealing with customers over the phone Proactive, helpful attitude Ability to work to daily, weekly and monthly targets and productivity goals Strong communication skills including excellent written and verbal A desire to develop with a clear development plan in place Ability to analyse data Strong English & German languages skills essential Why American Express? There's a difference between having a job and making a difference. American Express has been making a difference in people's lives for over 160 years, backing them in moments big and small, granting access, tools, and resources to take on their biggest challenges and reap the greatest rewards. We've also made a difference in the lives of our people, providing a culture of learning and collaboration, and helping them with what they need to succeed and thrive. We have their backs as they grow their skills, conquer new challenges, or even take time to spend with their family or community. And when they're ready to take on a new career path, we're right there with them, giving them the guidance and momentum into the best future they envision. Because we believe that the best way to back our customers is to back our people. The powerful backing of American Express. Don't make a difference without it. Don't live life without it. To complete your application please click on the links below. However, if you require any assistance with the completion of this process - or need any reasonable adjustments to be made - then please contact the Recruitment Team on or (free phone, subject to individual carrier charges). For Russia based candidates on .
Dec 15, 2018
Full time
The 'Know Your Customer' Customer Care Professional will be responsible for engaging with American Express Merchants via all types of written & verbal communication in order to obtain crucial Due Dilligence Documents. Know Your Customer is a key initiative for this department and the role requires excellent organisational skills, an ability to analyse and make judgments on customer documents, and a good understanding of the sensitive nature of the information we are capturing. Integrity when dealing with customer data is particularly prevalent in the role and the individual will be required to file and securely store the data for future reference. This is a Europe-wide initiative which requires interaction with both internal and external partners. A good understanding of a regulated role would also be preferred. Offer of employment with American Express is conditioned upon the successful completion of a background verification check, subject to applicable laws and regulations. Qualifications Required skills: Demonstrate history of good customer service Excellent Written skills - Email and Letter Experience in dealing with customers over the phone Proactive, helpful attitude Ability to work to daily, weekly and monthly targets and productivity goals Strong communication skills including excellent written and verbal A desire to develop with a clear development plan in place Ability to analyse data Strong English & German languages skills essential Why American Express? There's a difference between having a job and making a difference. American Express has been making a difference in people's lives for over 160 years, backing them in moments big and small, granting access, tools, and resources to take on their biggest challenges and reap the greatest rewards. We've also made a difference in the lives of our people, providing a culture of learning and collaboration, and helping them with what they need to succeed and thrive. We have their backs as they grow their skills, conquer new challenges, or even take time to spend with their family or community. And when they're ready to take on a new career path, we're right there with them, giving them the guidance and momentum into the best future they envision. Because we believe that the best way to back our customers is to back our people. The powerful backing of American Express. Don't make a difference without it. Don't live life without it. To complete your application please click on the links below. However, if you require any assistance with the completion of this process - or need any reasonable adjustments to be made - then please contact the Recruitment Team on or (free phone, subject to individual carrier charges). For Russia based candidates on .
