FINANCIAL CAREERS

Responsibility

• to provide administrative support to one or more Financial Advisers
• provide financial planning support to financial advisers
• help financial advisers with financial reviews
  Show more +22
• undertaking ad hoc tasks and project work when required for the Head of Wealth Management Support and the Operations Manager
• formulate monthly reconciliation statements for adviser charges and fees
• taking an active role in our client's annual review process
• arranging client meetings for the Adviser via email or telephone
• develop relationships with customers and financial advisers
• new business processing and submission to Business quality, submitting onto external and internal systems
• gathering and correlating plan/policy information, produce valuations and ensuring a smooth and timely business process
• preparing for Adviser-Client meetings including quote requests, obtaining valuations and appropriate literature
• provide support with compliance
• preparing annual review packs including annual fee tables
• schedule review meetings
• liaison with a variety of product providers and use of their online systems to gather valuations etc
• working with our back-office system to maintain client records, process annual reviews reports and new business processing
• undertaking client anti-money-laundering checks in line with compliance procedures
• develop a broad knowledge of financial products including both individual and employer pension knowledge, investments and protection products
• preparing and submitting applications and supporting documents to product providers both electronically and in paper form
• training and mentoring new and existing team members on a face-to-face basis to facilitate the early adoption of systems and processes
• general Administration and client servicing support as needed
• inputting new business proposals to the back-office system in line with company procedures
• 100% office based
• undertaking fund switches and rebalances upon the instruction of the Client and Adviser
• maintaining accurate records of all verbal and non-verbal communications with the client

Requirements

• administrative Support
• financial Services
• financial Planning
  Show more +4
• office Manager
• independent Financial Advice
• pension Administration
• sales Support

Earnings for position ifa administrator

Responsibility

• prepare new customer documentation
• drive and manage the implementation of strategic initiatives
• provide desk cover for Relationship Services Managers where necessary
  Show more +9
• act as lead on Lending Programme projects
• customer contact on a delegated day-to-day issues
• letters to customers and professional intermediaries
• prepare and undertake customer reviews
• manage, monitor, and deliver solutions for lending-related Compliance and Internal Audit reports and action points
• adhere to the department’s risk management regime by ensuring duties are conducted in a controlled and compliant manner
• represent the Relationship Service Manager when coordinating tasks with other departments
• act as lead on the project to document and improve lending processes and procedures across the department, including the design and implementation of controls where weaknesses or gaps are identified
• feed into the department’s Risk Control Self-Assessment , ensuring new lending risks or control deficiencies and remedial actions are highlighted to the Managers Risk Committee

Requirements

• lending
• business Transformation
• private Banking
  Show more +26
• ceMap Qualified
• relationship Management
• mortgage Lending
• project Management
• relationship experience in the UK Private Banking sector is a must
• extensive financial services experience, preferably including control and/or change
• ability to work in a close team
• experience of process and control design and implementation
• be highly articulate, with excellent communication and the ability to present
• excellent project, planning, change, and time management capabilities
• experience of producing clear report summaries, making recommendations, and drawing up details action plans with clear accountability
• strong numeracy skills
• self-motivated individual with a 'can-do attitude and ability to energise others
• knowledge of key risk and UK regulation across lending portfolios and products
• the ability to work effectively, prioritise tasks efficiently and have good organisational skills to work to deadlines
• ability to work collaboratively with other departments and balance various stakeholder needs
• experience in creating and enhancing a sound risk culture
• innovative mind-set, always seeking opportunities for improvement
• preferred: CeMap
• ability to work independently and determine priorities based on report findings
• experience with automation in a business operations environment
• strong audit, analytical and investigative skills
• knowledge of banking products, processes, and systems is an advantage
• strong report-writing skills
• ability to effectively manage uncertainties and develop processes and technological solutions where none currently exist
• experience in contributing to change management processes and ability to bring about change management through buy-in from peers to the new process

Earnings for position manager

Responsibility

• credit control - Ensuring all invoices are paid on time and updated on Xero
• responsible for chasing any overdue invoices
• overseeing all financial processing systems including sales and purchase ledger
  Show more +29
• daily cash reconciliation for inbound and outbound payments
• payroll, Cash & Bank, general ledger
• daily sales ledger management
• quarterly VAT returns and P11D submissions
• management of Company Price List
• responsibility for the Finance IT systems - both infrastructure and application
• management of Company Financial Reporting System
• sales and purchase ledger
• management of the Company's Fixed Fee SLAs
• producing monthly Management Reports including P&L forecasting and cash flow forecasting
• group ad hoc reporting on KPIs
• managing Stripe in terms of processing payments and client refunds
• supplier Management - Ensuring suppliers are set up on Hub Doc
• managing the annual budgeting and quarterly re-forecasting cycles
• managing the year-end audit process and preparation of statutory accounts
• submitting Payroll to the bookkeeper
• preparation of financial information for third parties
• submitting Pension on the NEST portal
• treasury management
• reviewing monthly Commission and submitting to the bookkeeper
• capital asset management
• reviewing Company Expenses
• quarterly VAT returns
• supporting the leadership team and board in determining financial strategy
• keeping abreast of changes in financial regulations and legislation
• company Payment Loan Scheme
• providing and interpreting financial information
• managing financial accounting, monitoring, and reporting systems
• completing credit checks for client payment plans

Requirements

• accounting
• credit Control
• finance Manager
  Show more +15
• management Accounts
• xero
• AAT Level 3, ACCA, CIMA or CIPFA qualified
• experience in producing month-end accounts
• previous experience in improving/updating systems would be advantageous
• knowledge of NOVEOS Practice Manager would be advantageous
• commercial and business awareness
• excellent communication and presentation skills
• an analytical approach to work
• high numeracy and sound technical skills
• problem-solving skills and initiative
• strong attention to detail and an investigative nature
• good time management skills and the ability to prioritise
• the ability to work as part of a team and build strong working relationships
• good IT skills

Earnings for position finance manager

Responsibility

• preparation and maintenance of client files
• ensure completeness of client file/data gathering
• confirm risk profile is determined and updated
  Show more +10
• check all compliance paperwork is present and up to date
• preparation of recommendations
• identify and obtain information necessary to compile clients’ recommendations/cash flow
• compile draft net worth statements, income and expenditure statements and financial cash flow forecast's
• identify areas for planning
• carry out technical calculations
• undertake research both independently and with Financial Planner to identify suitable solutions to meet the client’s needs
• hours 9.00am to 5.30pm Monday to Friday in the Reading office
• starting salary DOE c £35-50,000
• if you are an experienced Paraplanner and looking for a new opportunity please send your CV today

Requirements

• financial Planning
• financial Services
• paraplanning
  Show more +12
• pensions
• independent Financial Advice
• essential
• qualified to Diploma Level
• at least one year of previous experience in a holistic paraplanning role
• the ability to work with advisers to extract the information required to prepare financial plans and recommendations
• general knowledge of the products available in the wider market and how to assess the suitability of these products
• A good understanding of compliance issues and how these affect the advice and suitability process
• strong interpersonal skills and the ability to interact directly with clients and colleagues in a professional manner
• the ability to research protection, pension & investment products and an understanding of the key information required that may affect a recommendation
• an understanding of investment risk, capacity for loss and loss tolerance, and the ability to construct recommendations consistent with a client's agreed risk appetite
• excellent report writing skills. The ability to present recommendations in a clear and logical format using language which can be easily understood by clients

Earnings for position paraplanner

Responsibility

• ensuring all documentation is compliant, correct and properly witnessed and signed in line with FCA guidelines

Requirements

• ceMAP
• ceMap Qualified
• mortgage Advisor
  Show more +2
• mortgage Broker
• mortgage Lending

Benefits

• company car

Earnings for position mortgage adviser