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44 Jobs Found 

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Finance Administrator

Page Personnel United Kingdom

Manchester, NW
2 days ago
Manchester, NW
2 days ago
The main responsibilities for this role:
  • Managing sales and purchase ledger
  • Updating the cash flow
  • Handling queries
  • Keeping accounts organised
  • Any ad hoc finance work
  • Communicating with clients and colleagues via email

The successful candidate MUST:

  • Have experience in a similar role
  • Have strong IT Skills
  • Have strong communication skills
  • Be able to work independently and as part of a team

This role can offer between £20,000 and £24,00 per annum + flexible working, generous holidays + other great benefits

Full time permanent finance administrator role based in central Manchester at a dynamic and progressive business.

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Financial Administrator

LFP Consultants Ltd

Chorley, NW
7 days ago
Chorley, NW
£18k Per Year
7 days ago
£18k Per Year

 

Working as part of the team at LFP Consultants Ltd who are an Appointed Representative of St. James’s Place Wealth Management Plc.

 

An excellent opportunity has arisen for a Financial Administrator to work for a successful, growing, Partner Practice.  You will be part of a fast-paced team, helping to collate information for the business. You will be employed by the Practice with full training and support provided.

 

St. James’s Place Wealth Management Plc (SJP) is a leading, and highly regarded FTSE 100 UK WealthManagement company which distributes a range of Investment and Retirement products and financial solutions to a High Net Worth client base.  SJP has funds under management in excess of £129 billion.

 

The Role – Financial Administrator

 

This role will require the individual to undertake case preparation activities in support of the financial advisers’ work, including the collation and analysis of information through contacting third parties by telephone, producing illustrations and valuations, preparation of client files for meetings and production of client reports.

 

You will be a key member of the team dealing with a wide range of tasks supporting your colleagues and clients.

 

Specifically, your role will involve:

  • Contacting third party providers by telephone to obtain information
  • Meeting and greeting clients
  • Answering and directing phone calls
  • Preparing client files for the advisers’ meetings
  • Managing the database of clients and spreadsheets of workflow
  • Typing letters for clients and providers
  • Producing reports for clients
  • Submitting application forms

Full training on the relevant internal systems will be provided.

 

About you

 

To be considered as a Financial Administrator, you will need:

  • GCSEs in Maths and English Grade B or above
  • Experience as an administrator or within an office support role preferred but not essential
  • Ability to build rapport and manage client relationships
  • Attention to detail
  • Good analytical skills
  • Excellent customer service
  • Excellent time management, prioritisation and planning skills
  • Enthusiasm for becoming an authority on the financial planning options for clients
  • Strong working knowledge of Excel, Word and other Microsoft Office Programs

It is essential that you are confident in dealing with third parties and can work with total discretion.

 

Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.

 

Website: www.lfp.co.uk

 

 

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Financial Advisor

Candidate Source

Manchester, NW
3 days ago
Manchester, NW
£40k - £60k Per Year
3 days ago
£40k - £60k Per Year
A FTSE 100 company and one of the UK’s leading Wealth Management business, are currently recruiting for Financial Advisors in and around Manchester. As an Advisor you will be responsible for assisting clients in identifying their needs and objectives by providing suitable advice and services enabling them to plan and prepare for a financially stable future.
You will join the clients network as either a self-employed Advisor or you will have the opportunity to set up your own Partnership. Whichever route you choose you will be provided with a wealth of support and technical skills training through a blended learning approach, as you move through their renowned Academy.
Successful candidates will be given the support to complete their Diploma in Regulated Financial Planning enabling them to provide advice to members of the public.
Being self-employed will give you the flexibility to work around your clients’ needs and availability.
As a Financial Advisor you will undertake the following responsibilities:
  • Telephone prospecting to existing network to arrange business meetings
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Conducting in-depth reviews of clients' monetary circumstances, current provision and future aims
  • Provide across a range of areas such as Financial Planning, Investments, Accounting and Tax, Estate Planning, Risk Management and Retirement Planning.
  • Analysing information and preparing plans best suited to individual clients’ requirements
  • Completing a client’s attitude to risk analysis
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing strategies
  • Assisting clients to make informed decisions
  • Reviewing and responding to clients changing needs and  circumstances
  • Communicating with other relevant professionals in relation a client’s circumstances
  • Keeping up-to-date with legal, taxation and regulatory legislation
  • Managing and updating client portfolios - and producing reports
  • Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans
  • Meeting the regulatory aspects of the role
Our client will provide you with full training over a 6 month period as part of a 2 year programme during which they will offer financial support during your journey to becoming a qualified Financial Advisor.
We are looking for people with the following skills:
  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly in order to provide tailored and personalised services to meet each client’s goals and life situation
  • The ability to network and establish relationships with clients
  • Negotiation and influencing skills as well as determination and tenacity
  • Self-motivated and totally dedicated to gaining the knowledge, skills and expertise required to deliver a world class financial advice and wealth management service to your clients
  • Committed to continuous technical and professional development, through professional qualifications, ensuring that both your knowledge and the advice you give remain current
  • Highly organised - maintaining client records, technical and compliance requirements
  • A professional approach to work
  • Be competent in undertaking prospecting activities
  • Will have or be able to develop a group of clients, building long-lasting and trusting relationships with them.
 
You will also be required to attend an online Interview and Assessment Centre and complete a Criminal Records Bureau check and Credit Check for this project.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
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Financial Advisor

Candidate Source

Manchester, NW
3 days ago
Manchester, NW
£40k - £60k Per Year
3 days ago
£40k - £60k Per Year
A FTSE 100 company and one of the UK’s leading Wealth Management business, are currently recruiting for Financial Advisors in and around Manchester. As an Advisor you will be responsible for assisting clients in identifying their needs and objectives by providing suitable advice and services enabling them to plan and prepare for a financially stable future.
You will join the clients network as either a self-employed Advisor or you will have the opportunity to set up your own Partnership. Whichever route you choose you will be provided with a wealth of support and technical skills training through a blended learning approach, as you move through their renowned Academy.
Successful candidates will be given the support to complete their Diploma in Regulated Financial Planning enabling them to provide advice to members of the public.
Being self-employed will give you the flexibility to work around your clients’ needs and availability.
As a Financial Advisor you will undertake the following responsibilities:
  • Telephone prospecting to existing network to arrange business meetings
  • Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
  • Conducting in-depth reviews of clients' monetary circumstances, current provision and future aims
  • Provide across a range of areas such as Financial Planning, Investments, Accounting and Tax, Estate Planning, Risk Management and Retirement Planning.
  • Analysing information and preparing plans best suited to individual clients’ requirements
  • Completing a client’s attitude to risk analysis
  • Researching the marketplace and providing clients with information on new and existing products and services
  • Designing strategies
  • Assisting clients to make informed decisions
  • Reviewing and responding to clients changing needs and  circumstances
  • Communicating with other relevant professionals in relation a client’s circumstances
  • Keeping up-to-date with legal, taxation and regulatory legislation
  • Managing and updating client portfolios - and producing reports
  • Liaising with clients in relation to changes to legislation that may affect their savings, investments or plans
  • Meeting the regulatory aspects of the role
Our client will provide you with full training over a 6 month period as part of a 2 year programme during which they will offer financial support during your journey to becoming a qualified Financial Advisor.
We are looking for people with the following skills:
  • Excellent communication, interpersonal and listening skills
  • The capability to explain complex information simply and clearly in order to provide tailored and personalised services to meet each client’s goals and life situation
  • The ability to network and establish relationships with clients
  • Negotiation and influencing skills as well as determination and tenacity
  • Self-motivated and totally dedicated to gaining the knowledge, skills and expertise required to deliver a world class financial advice and wealth management service to your clients
  • Committed to continuous technical and professional development, through professional qualifications, ensuring that both your knowledge and the advice you give remain current
  • Highly organised - maintaining client records, technical and compliance requirements
  • A professional approach to work
  • Be competent in undertaking prospecting activities
  • Will have or be able to develop a group of clients, building long-lasting and trusting relationships with them.
 
You will also be required to attend an online Interview and Assessment Centre and complete a Criminal Records Bureau check and Credit Check for this project.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
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Finance Analyst

Finance

Manchester City Centre, NW
3 days ago
Manchester City Centre, NW
£40k - £45k Per Year
3 days ago
£40k - £45k Per Year

Shape our future as Finance Analyst

The Finance Analyst will work closely with the FP&A Manager to develop and deliver high quality reporting for the commercial finance function. They will provide financial support to the Finance Business Partners, develop value-add insight to action, and work together with the Finance Transformation Manager and members of the wider business to drive change and efficiencies in the way we operate. This role will also work closely with the Financial Reporting team to ensure accuracy of recording of the large service provider contracts. This is a forward thinking, fast paced business area operating within a flexible working environment with scope for personal & career development. We're supporting our clients as they adapt to the unprecedented circumstances brought about by COVID-19. We're currently recruiting for essential roles, which will help our clients deliver vital services for people and businesses at this time.

What you'll be doing

•Identify improvements to the current reporting system and work closely with the FP&A Manager, Finance Transformation Manager and the wider business to effect change
•Support the commercial finance forecast activities for each quarter ('Charging Statement' / 'Indicative Budget'), the annual business plan and DCC's long term plan
•Continue to drive improvement in financial processes, business analysis and reporting
•Provide financial support to the Finance Business Partners to include month-end reports, ad-hoc reports as requested, and support for additional ad-hoc project work
•Review Contract Amendments and ensure Finance Models and Finance Schedules are updated correctly by Service Provider teams
•Update finance system with the months actuals
•Update financial forecasting system with the most up to date information for contractual information (e.g. indexation, new charges and payment milestone certificates).
•Raise PO's and goods receipt for all recurring and financing spend
•Review PO's raised by the business. Ensure correct vendor, WBS and General Ledger Account

What we're looking for:

Essential:

•Experience of working in a commercial finance or financial planning and analysis (FP&A) role
•Track record of implementing change to improve financial processes
•Confident dealing with non-financial stakeholders
•Demonstrates initiative and takes responsibility for issues, seeing them through to completion
•Excellent Excel and communication skills
•BPC Knowledge

Desirable:

•Experience of working in a large, complex, matrix organisation
•SAP

About Capita/Smart DCC

Capita is one of the UK's largest providers of technology enabled services. We're supporting and improving the lives of millions of people every day, working across a huge range of businesses in both the public and private sectors. Our software is supporting over 1 million children secure a school place each year, our teams are handling more than 100 million customer conversations and our technology is helping London to become a zero-carbon city. We can only create better outcomes with the right people behind us. That's why we encourage an open, honest working environment where everyone can be themselves and know they're valued for their differences. We're always challenging each other to learn and improve, because we know when we work together, we can achieve more

At Smart DCC, we're building a smarter Britain. Our wireless network is connecting smart meters to energy suppliers and network operators. We're supporting the move to a low-carbon economy and creating a more sustainable energy supply for the future. Join us and discover better as you create a more connected, greener energy network for the future. 

What's in it for you?

•Genuine scope for development and progression
•A competitive basic salary
•25 days Holidaywith the opportunity to buy extra leave
•Company matched pension, life assurance, a cycle2work scheme, 15 weeks' fully paid maternity, adoption and shared parental leave, paternity pay of two weeks and plenty more
•Voluntary benefits designed to suit your lifestyle - from discounts on retail and socialising, to health & wellbeing, travel and technology

You'll get the chance to follow your chosen career path anywhere in Capita. You'll be joining a network of 63,000 experienced, innovative and dedicated individuals across multiple disciplines and sectors. There are countless opportunities to learn new skills and develop in your career, and we'll provide the support you need to do just that. Our purpose is to create a better outcome for you.

What we hope you'll do next:

Choose 'Apply now' to fill out our short application, so that we can find out more about you.

All interviews, assessments and background checks will continue to take place online, to completely remove the need for face-to-face contact. All Capita colleagues who can work from home should do so; and where it is not possible for colleagues to work remotely, we have taken important steps to protect those working from Capita's offices. Social distancing, enhanced hygiene and safety measures are already in place at all Capita locations that are open to protect our colleagues and manage the risk of COVID-19. The welfare of our people is of paramount importance to us, and we're doing everything we can to keep our colleagues and customers safe during this time.

We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for creating better outcomes, and we're committed to creating an inclusive environment for all employees.

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Commercial Finance Analyst

Fide

Burnley, NW
6 days ago
Burnley, NW
£35k - £40k Per Year
6 days ago
£35k - £40k Per Year

Commercial Finance Analyst

Salary: 35-40k notable benefits include a hybrid working model beyond the pandemic + wellbeing budget 

Burnley 

Full time

18 months ago this very 'on-trend' brand realised they had a problem. Even though they were growing they were too reliant on two large customers.

Fast forward 18 months they have not only diversified their client base, but they have also moved into new geographical markets and product territories.

Cue accelerated growth, with 35% growth in the last year alone. The FD realises that now's the time to create a brand new Commercial Finance Analyst position.  The role will report directly into the FD, with visibility across all operational functions, the leadership team and the full P&L.

Where do you come in? 

As a newly qualified or qualified CIMA/ACCA/ACA accountant you will bring your commercial finance and analytical acumen to set up a brand new Commercial Finance / FP&A function from scratch.

  • You'll be first commercially focused Finance Analyst. You will develop a new culture of understanding of their costs, drivers, margins, profitability.
  • You'll develop their commercial capability by putting together proposals.
  • You'll develop all strategic and operational KPIs, and embed them across the senior leadership.
  • You'll take the lead in creating a sense of accountability with the departmental heads. Helps them understand their numbers.

If you're an ambitious, commercially and analytically focussed finance analyst that wants to take on this new position as Commercial Finance / FP&A Analyst.

You will be a qualified accountant (CIMA/ACCA/ACA or equivalent), or someone towards the latter part of their studies to be considered.

Then get in touch to learn more.

About us:

We are Fide. We're proud to bring to you a game-changing, ethical, innovative recruitment model. Fide combines finance recruitment with mental health & wellbeing.

Finding your dream job is just the start. Once we find you a role we put aside a percentage of the recruitment fee as a mental health & wellbeing budget for you and the team/company we find you a job with.

Fide funds for all of the following out of the recruitment fee:

  • Receive your very own wellbeing wallet after starting
  • Get a mental health budget for you and your team on joining
  • Get a fully trained mental health first aider for your new team
  • Ongoing wellbeing, career advice, mentoring and support

 

Interested?  Please send your cv by return.

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Mergers and Acquisitions Analyst

Citation

Wilmslow, NW
5 days ago
Wilmslow, NW
£35k - £45k Per Year
5 days ago
£35k - £45k Per Year

Mergers and Acquisitions Analyst
Citation Group
Salary: 35,000 to 45,000 per annum
Wilmslow
We are Citation Group. We offer colleagues and clients an opportunity they will not gain at many other businesses. We are interested in growth, investment and service excellence, we have never and will never grow our business by cost cutting or tying people up in bureaucracy. We don't do politics - we want people focused upon actions and delivery. We don't do micro-management - we empower, support and innovate. We are leaders, not empire builders and we love our business.
This is a really exciting to join us in this newly created role. Across our group companies we have over 45,000 clients who love us, need us and want to buy more from us. Having acquired 10 businesses over the last 3 years which offer products and services that our clients need and want; we're only interested in future growth; we're not finished yet.
Moving before Christmas is a risk - is that what you're thinking? We've not made anyone redundant and don't plan on doing so either. We've just entered our 3rd wave of private equity ownership alongside KKR and Hg Capital and don't plan on slowing down anytime soon. This also means as the company grows over the next 3 to 5 years, you've got the opportunity to do so too! If the prospect of this excites you… good, you're the right type of person for us.
In this key role, you will work with key stakeholders and teams right across the business. It is a wide and varied role with bags of opportunity and support. With continual double-digit growth year on year, our business thrives on people with vision, determination, agility, focus and brilliant people skills.
What will you be doing?
The successful candidate will support the Group Director of M&A as part of an M&A team to work alongside the senior management team across the Citation Group. M&A has been and will continue to be an important element of our growth strategy and this role will be at the heart of the company's future. Specifically, you will be responsible for:
* Assisting in a number of M&A processes from start to finish, including identifying target opportunities, researching new or existing markets, and reviewing due diligence and transaction documentation
* Helping to deliver the M&A strategy in terms of priority investment areas, identifying targets and creating opportunities - not just taking direction, we want you to contribute your ideas too
* Evaluating new acquisition opportunities
* Researching, analysing and preparing presentations on M&A opportunities and wider M&A strategy
* Target research and analysis, valuation and financial modelling
* Preparing detailed internal investment proposals and board presentations
* Competitor analysis and updating of transaction comparable information
The successful person
* Strong academic background, Accounting Qualification (ACA/CIMA/ACCA/CFA)
* Prior M&A or related experience (including due diligence/transaction support)
* Experience working on buy-side M&A transactions
* Strong project management skills. Able to manage multiple projects and workstreams effectively, delivering high quality work on schedule
* Highly numerate with solid financial modelling skills
* Rigorous attention to detail
* Ability to work autonomously while also participating collaboratively as part of a team
* Team-oriented with excellent interpersonal, written and verbal communication skills
What's in it for you?
The role is fast paced, challenging and highly quantitative. The M&A Analyst will have direct interaction with our Group board, external investors as well as potential new prospects through our marketing and origination efforts.
You will report directly into the Director of M&A, who has years of experience in the industry and a hands-on management style conducive to developing talent. Its not very often you will get the opportunity to join a company who have already tripled in size once and are looking to do it again. You'll get to be part of shaping something special where you can look back and say, "look what we achieved".
Other fantastic perks include… 33 days holiday (inc bank holidays), birthday off work, 1pm finishes on a Friday, duvet mornings, 5* weekends away, extra weeks holiday for newlyweds, vouchers for expectant parents, private healthcare, and much much more.
In order to apply, click 'Apply' now.
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Finance Administrator

Citation Fire & Electrical

Wilmslow, NW
7 days ago
Wilmslow, NW
£18k - £21k Per Year
7 days ago
£18k - £21k Per Year

Finance Administrator
Wilmslow
Salary up to £21k
Reporting To Head of Finance
We are Citation Fire and Electrical, part of the Citation Group and we are far from your average compliance company. The Citation Group is made up of 8 businesses, who proudly deliver services that our 43,000 clients need, want and value. Our mission is to be the company that colleagues, and clients want to work for and with. It's a really exciting time to join our business and come grow with us.
We offer colleagues and clients an opportunity they will not gain at many other businesses. We are interested in growth, investment and service excellence. We have never and will never grow our business by cost cutting or tying people up in bureaucracy. We don't do politics - we want people focused upon actions and delivery. We don't do micro-management - we empower, support and innovate. We are leaders, not empire builders and we love our business.
Having recently secured investment from KKR, one of the world's most respected and significant PE investors, we are now at a critical and exciting inflection point where we prepare for accelerated growth. Therefore, as we begin this investment cycle, we are strengthening our finance team to support our growth ambitions.
If you love finding problems or highlighting future trends and being responsible for devising solutions to help support and grow the business, this is the role for you. We are an incredibly successful and growing business, filled by great people with big ambitions. We are looking for someone to help take our already successful commercial area to the next level.
With an analytical mindset and commercial approach, it's a given that you are a whizz with excel and you are never fazed by multiple data sources and complex models. You will be comfortable communicating with finance and non-finance colleagues alike, to enable our business strategy and make a real difference.
The Role Overview
The role will provide the opportunity to undertake a range of admin and finance activities. It would be the ideal role for someone looking to develop their accounting knowledge within a small, dedicated, Finance team.
The successful applicant will have had some experience of working in an admin / finance role but most importantly have CAN DO attitude and a real desire to learn.
Core Responsibilities
Admin
* Report review of van trackers over weekends and leave periods (monthly)
* Providing prices for AST (as necessary)
* Key fuels checks to van trackers (monthly for selection of vans)
* Checking and paying Associate Assessor invoices (monthly)
* Checking timesheets to trackers (monthly for selection of engineers)
Accounting
* Uploading accounts to Xero from Salesforce report (weekly)
* Credit Card Expenses Reconciliation (Weekly)
* Purchase invoice processing and matching to jobs and stock level (daily)
* Bank Reconciliations (daily)
Internal Control & Processes
* Ensure adherence to Group internal control and authorisation matrix
* Expenses checking and payment (daily and monthly)
* Audit document collation (twice yearly)
* Monitoring travel costs per person to assess exceptions (monthly for selected engineers)
Other Skills & Qualities
* Willing to learn and pro-active approach to improve current processes
* High attention to detail
* Working knowledge of Microsoft Excel
In order to apply, click 'Apply' now.
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Finance Analyst

Finance

Manchester City Centre, NW
3 days ago
Manchester City Centre, NW
£40k - £45k Per Year
3 days ago
£40k - £45k Per Year

Shape our future as Finance Analyst

The Finance Analyst will work closely with the FP&A Manager to develop and deliver high quality reporting for the commercial finance function. They will provide financial support to the Finance Business Partners, develop value-add insight to action, and work together with the Finance Transformation Manager and members of the wider business to drive change and efficiencies in the way we operate. This role will also work closely with the Financial Reporting team to ensure accuracy of recording of the large service provider contracts. This is a forward thinking, fast paced business area operating within a flexible working environment with scope for personal & career development. We're supporting our clients as they adapt to the unprecedented circumstances brought about by COVID-19. We're currently recruiting for essential roles, which will help our clients deliver vital services for people and businesses at this time.

What you'll be doing

•Identify improvements to the current reporting system and work closely with the FP&A Manager, Finance Transformation Manager and the wider business to effect change
•Support the commercial finance forecast activities for each quarter ('Charging Statement' / 'Indicative Budget'), the annual business plan and DCC's long term plan
•Continue to drive improvement in financial processes, business analysis and reporting
•Provide financial support to the Finance Business Partners to include month-end reports, ad-hoc reports as requested, and support for additional ad-hoc project work
•Review Contract Amendments and ensure Finance Models and Finance Schedules are updated correctly by Service Provider teams
•Update finance system with the months actuals
•Update financial forecasting system with the most up to date information for contractual information (e.g. indexation, new charges and payment milestone certificates).
•Raise PO's and goods receipt for all recurring and financing spend
•Review PO's raised by the business. Ensure correct vendor, WBS and General Ledger Account

What we're looking for:

Essential:

•Experience of working in a commercial finance or financial planning and analysis (FP&A) role
•Track record of implementing change to improve financial processes
•Confident dealing with non-financial stakeholders
•Demonstrates initiative and takes responsibility for issues, seeing them through to completion
•Excellent Excel and communication skills
•BPC Knowledge

Desirable:

•Experience of working in a large, complex, matrix organisation
•SAP

About Capita/Smart DCC

Capita is one of the UK's largest providers of technology enabled services. We're supporting and improving the lives of millions of people every day, working across a huge range of businesses in both the public and private sectors. Our software is supporting over 1 million children secure a school place each year, our teams are handling more than 100 million customer conversations and our technology is helping London to become a zero-carbon city. We can only create better outcomes with the right people behind us. That's why we encourage an open, honest working environment where everyone can be themselves and know they're valued for their differences. We're always challenging each other to learn and improve, because we know when we work together, we can achieve more

At Smart DCC, we're building a smarter Britain. Our wireless network is connecting smart meters to energy suppliers and network operators. We're supporting the move to a low-carbon economy and creating a more sustainable energy supply for the future. Join us and discover better as you create a more connected, greener energy network for the future. 

What's in it for you?

•Genuine scope for development and progression
•A competitive basic salary
•25 days Holidaywith the opportunity to buy extra leave
•Company matched pension, life assurance, a cycle2work scheme, 15 weeks' fully paid maternity, adoption and shared parental leave, paternity pay of two weeks and plenty more
•Voluntary benefits designed to suit your lifestyle - from discounts on retail and socialising, to health & wellbeing, travel and technology

You'll get the chance to follow your chosen career path anywhere in Capita. You'll be joining a network of 63,000 experienced, innovative and dedicated individuals across multiple disciplines and sectors. There are countless opportunities to learn new skills and develop in your career, and we'll provide the support you need to do just that. Our purpose is to create a better outcome for you.

What we hope you'll do next:

Choose 'Apply now' to fill out our short application, so that we can find out more about you.

All interviews, assessments and background checks will continue to take place online, to completely remove the need for face-to-face contact. All Capita colleagues who can work from home should do so; and where it is not possible for colleagues to work remotely, we have taken important steps to protect those working from Capita's offices. Social distancing, enhanced hygiene and safety measures are already in place at all Capita locations that are open to protect our colleagues and manage the risk of COVID-19. The welfare of our people is of paramount importance to us, and we're doing everything we can to keep our colleagues and customers safe during this time.

We're an equal opportunity employer, which means we'll consider all suitably qualified applicants regardless of gender identity or expression, ethnic origin, nationality, religion or beliefs, age, sexual orientation, disability status or any other protected characteristic. We recruit and develop our people based on merit and their passion for creating better outcomes, and we're committed to creating an inclusive environment for all employees.

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Stockbroker Assistant

Page Personnel United Kingdom

Manchester, NW
2 days ago
Manchester, NW
2 days ago
Key responsibilities of this Stockbroker Assistant position:
  • Input any deals done by the Client Executives onto the NB Trader
  • As well as inputting it may also be necessary to call the Market Makers
  • Each day a spreadsheet is produced of all the deals done that day and this is given to the contract input staff to be completed the same day
  • Each morning any discrepancies from previous day must be resolved this involves speaking with the Market Makers
  • Clients may also ring to give direct instruction to buy or sell
  • It is envisaged that over time the candidate would develop to be able to also advise clients
  • Maintain system recording where clients have placed limits to buy or sell

Successful candidate for this Stockbroker Assistant position will display the following:

  • Minimum Level 4 RDR compliant for example CISI Investment Advice Diploma also consider candidates with
  • Higher levels of qualifications also considered (Level 6 Certificate in Private Client Investment Advice and Management or Level 7 Chartered Wealth Management)
  • Experience of Dealing for a stockbroker preferred
  • Experience of NB Trader or Proquote

This is a chance to join an established stockbroker in Manchester as a Stockbroker Assistant in a role which offers progression as well as a competitive salary.

A Stockbroker Assistant position for a Private Client Stockbroker based in the city centre of Manchester. This role will support the Client Executives, clients, market makers and the wider business.

Posted

2 days ago

Description

The main responsibilities for this role:
  • Managing sales and purchase ledger
  • Updating the cash flow
  • Handling queries
  • Keeping accounts organised
  • Any ad hoc finance work
  • Communicating with clients and colleagues via email

The successful candidate MUST:

  • Have experience in a similar role
  • Have strong IT Skills
  • Have strong communication skills
  • Be able to work independently and as part of a team

This role can offer between £20,000 and £24,00 per annum + flexible working, generous holidays + other great benefits

Full time permanent finance administrator role based in central Manchester at a dynamic and progressive business.

Source: Page Personnel United Kingdom