independent financial advisor jobs

Near home counties
191Jobs Found

191 jobs found for independent financial advisor jobs Near home counties

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Finance Consultant

RT Consulting

City of London, London
1 day ago
City of London, London
£250 - £400 Per Day
1 day ago
£250 - £400 Per Day

Finance Consultant
£250 - £400
6 month Project
RT Consulting deliver innovative change & transformation programmes to the Healthcare, Defence, Government, Financial Services, Transport and Rail Sectors both in the UK and Globally. Having developed partnerships amongst the Top Consultancies, our Associates are challenged to bring expert knowledge and creativity to drive sustainable and lasting change across our programmes.
Our Associates are an integral part of our business and due to continued demand we are looking for trusted consultants to join our team of Finance Consultants.
With that in mind, we are looking to expand our team of experienced Finance Consultants that will support the delivery within our Healthcare portfolio. Working within a large team, as a Finance Consultant you will have hands on experience within financial transaction and data sampling, with the ability to understand the commercial and contractual arrangements.
We are looking for Finance consultants that hold experience across the following areas;
  • Public sector experience e.g. NHS, Healthcare, Government, Local Authority or Council.
  • Exposure of Auditing and investigation
  • Feasibility Assurance and Compliance
  • Deep dive review conduction
  • Reconciliation of data and spreadsheet management
  • Cost services and how an organisation works with suppliers
  • Transaction review, financial, commercial and transactional data

RT Consultants have the opportunity to work across some of the largest, most complex programmes of work being delivered across the UK and Globally. As a member of our RT Society, we aim to offer you as much support and project continuity as possible.
Please note that due to a large number of applications we are not always able to respond to you if you are not suitable for the project, however we will hold on to your profile for future projects.
If you would like to know more or submit your profile, please contact Chloe Bush.
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Financial Advisor

Candidate Source

London, London
1 day ago
London, London
£40k - £60k Per Year
1 day 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 London. 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

London, London
1 day ago
London, London
£40k - £60k Per Year
1 day 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 London. 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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Portfolio Support Consultant

InspectRealEstate UK Pty

London, London
1 day ago
London, London
£20k - £30k Per Year
1 day ago
£20k - £30k Per Year

About Us

InspectRealEstate (IRE) is a global tech company that develops innovative software solutions, primarily for the property industry. We’re a solutions-focused organisation and our team members are obsessed about creating quality, customised solutions for our clients and consumers.
After a decade of rapid growth across Australia, New Zealand and the United Kingdom, IRE are looking for a Portfolio Consultant to join our busy UK team team to build strong relationships, onboard, train and support our portfolio of clients. We are passionate about what we do and committed to providing the best solutions to our industry.
Role Description

The Portfolio Consultant role is to, create, set up and execute implementation of all IRE products along with maintaining a portfolio of clients currently using IRE suite of products. This position will not only support our UK based clients but be an afterhours support to our clients based in Australia and NZ.  

Key Responsibilities

  • Maintain and support a portfolio of clients in the UK, Australia and NZ using InspectRealEstate products
  • Be responsible for the full set up and implementation of InspectRealEstate Products
  • Be responsible for upskilling clients with current and new features of all InspectRealEstate Products
  • To create and update client training guides & checklists
  • Provide assistance to others in support team to deliver effective outcomes
  • Understand & continuously learn IRE products
  • Plan and conduct monthly webinars
  • Actively attempt to upsell InspectRealEstate products and make clients aware of their features and benefits.
  • Adhoc tasks as reasonably requested
  • Compliance with the Information Security Management System, policies and Procedures

Skills, Experience and Knowledge 

  • Property management experience will be highly regarded
  • Previous experience in a technical support role
  • Self-motivated and highly driven
  • Attention to detail and accuracy in data entry
  • Great organisational & problem-solving skills
  • Ability to build and maintain strong internal and external relationships
  • A willingness to learn and interest in their own professional development
  • Strong interpersonal skills
  • Exceptional written and verbal communication skills
  • Familiarity with data analysis and reporting
  • Positive and enthusiastic
  • Passion to help others make a difference
  • Excellent customer relationship & communication skills
  • Strong time management skills

Next Steps

If you would like to be a part of a dynamic and growing tech company with unlimited potential, you will;
  • Send your CV & prepare a personalised cover letter outlining why you want to work at IRE (max two pages) and send to hr@inspectrealestate.com.au
  • Impress us - send us a 30 second video telling us why you want to work for InspectRealEstate to hr@inspectrealestate.com.au 
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Solvency II Analyst

AIG

London, London
4 days ago
London, London
4 days ago

Who we are

American International Group, Inc. (AIG) is a leading global insurance organization. Building on 100 years of experience, today AIG member companies provide a wide range of property casualty insurance, life insurance, retirement solutions, and other financial services to customers in more than 80 countries and jurisdictions. These diverse offerings include products and services that help businesses and individuals protect their assets, manage risks and provide for retirement security.

 

Get to know the business

General Insurance is a leading provider of insurance products and services for commercial
and personal insurance customers. It includes one of the world’s most far-reaching property casualty networks. General Insurance offers a broad range of products to customers through
a diversified, multichannel distribution network.

The role involves supporting key Solvency II regulatory reporting activities and assists in capital modelling projects for AIG UK and AIG Europe. More specifically, this involves:

Technical Provisions

  • Assist in the quarterly production of Solvency II reserves and help in producing relevant results packs and management information for key stakeholders

  • Work closely with Finance to ensure Solvency II data standards are met and continue to help improve the quality of the data feeding into the technical provision process

  • Assist in production of Quarterly Regulatory Templates Actuarial need to populate on a Quarterly basis

Capital Model Calibration

  • Assist in maintaining and developing a key set of templates which will be used as part of the calibration process

  • Assist in driving consistency in the budget loss ratio process across AIG UK & AIG Europe’s businesses and support the team with any ad hoc analyses

  • Assist in driving consistency in calibration assumptions and support the team with any ad hoc analyses

  • Assist in the review process for calibration results including production of results packs and communications to relevant stakeholders

  • Ensure that the AIG UK and AIG Europe calibration process meets Solvency II requirements for an Internal Model firm

Actuarial Function Reporting

  • Assist in the underwriting opinion and reinsurance opinion as part of the Actuarial Function reporting requirements to the AIG UK and AIG Europe Board

  • Ensure that the appropriate information is sent and queries answered for the Technical Provisions Opinion

Other

  • Assist in preparing response to ad-hoc queries/requests  from the regulators and rating agencies

Technical Skills and Expertise

The Ideal Candidate Should Have:

  • Bachelor’s degree or equivalent

  • Student member of an Actuarial Institute well progressed through exams

  • Proven proficiency in actuarial concepts/methodologies

  • Advanced knowledge in Excel and VBA, knowledge of SQL, ResQ and Igloo would be advantageous

  • Ability to forge relationships with other areas of the business

  • Ability to work under own initiative, be proactive and show flexibility to meet business needs

  • Ability to meet tight deadlines and prioritise own work

  • Professional behaviour with high level of integrity and honesty

A look at our benefits

At AIG, we have a 100-year legacy of working to make the world a better place.  And that begins with our employees. We’re proud to offer a range of employee benefits and resources that help you protect what matters most – your health care, savings, financial protection, and wellbeing. We provide a variety of leaves for personal, health, family, and military needs. For example, the “Giving Back” program allows you to take up to 16 hours a year to volunteer in your community.

We also believe in fostering our employees’ development and offer a range of learning opportunities for employees to hone their professional skills to position themselves for the next steps of their careers. AIG also has a tuition reimbursement program for eligible employees to enhance their education, skills, and knowledge in areas that relate to their current position or future positions to which they may transfer or progress.

We are an Equal Opportunity Employer

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories. At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

It has been and will continue to be the policy of American International Group, Inc., its subsidiaries and affiliates to be an Equal Opportunity Employer. We provide equal opportunity to all qualified individuals regardless of race, color, religion, age, gender, gender expression, national origin, veteran status, disability or any other legally protected categories.

At AIG, we believe that diversity and inclusion are critical to our future and our mission – creating a foundation for a creative workplace that leads to innovation, growth, and profitability. Through a wide variety of programs and initiatives, we invest in each employee, seeking to ensure that our people are not only respected as individuals, but also truly valued for their unique perspectives.

To learn more please visit: https://www.aig.com/about-us/diversity-equity-and-inclusion

Functional Area:

AC - Actuarial

Estimated Travel Percentage (%): Up to 25%

Relocation Provided: No

AIG Europe S.A. (U.K. Service Branch) & American International Group UK Ltd

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Financial Analyst

Randstad Financial & Professional

City of London, London
1 day ago
City of London, London
£30k Per Year
1 day ago
£30k Per Year

Financial Analyst - £30K - Central London
Benfits
  • Tech-friendly workplace
  • Private medical and life insurance
  • Employee discounts
  • Central London location (2 minutes walk from the tube station)

About the company
The client company is a global media business that creates interactive online entertainment experience. It operates in multiple countries across APAC, Europe and the U.S. and is well-known as a culturally diverse workplace.To further support their finance operation and multiple territories in Europe, they are currently looking for a financial analyst to join the commercial finance team.
About the role
This is a great opportunity to join a high performing team and to business partner with various department across the business. As a financial analyst, you can expect your major responsibilities to be the followings:
  • Assist the yearly business plan process
  • Support weekly and monthly review for the management team
  • Prepare budget and forecast, variance and trend analysis
  • Interpret financial and commercial information to non-finance stakeholders
  • Provide financial suggestion to management for decision making and future improvement
  • Ad hoc project assignment

Requirements
  • 1-2 years of financial planning & analysis experience, recent graduates with relevant internship / placement experience will also be considered
  • Advanced Excel skills (Pivot tables, VLookup), experienced with PowerBI is a plus
  • Quick learner, eager to learn and highly coachable

Interested parties please apply the job by clicking the following link with your updated resume and salary details or email directly to jackie.mak@randstadfp.com
Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003
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FP&A Analyst

Sika AG

Welwyn Garden City
20 days ago
Welwyn Garden City
20 days ago
Our Finance team has a new position for an FP&A Analyst.
Sika manufacture and develop a range of high quality products used within the construction industry, from underground waterproofing to roofing. Click here to learn more. This exciting new role will form an integral part of the Financial Reporting and Analysis team, working to deliver routine and adhoc financial and non-financial data, budgets and forecasts, advice and support to the business and information required by the central Sika Finance team.
You will work closely with partners within Finance and across the wider business to analyse and redefine processes and reports.
You will be mostly working from your home office, however, your place of work will be our head office based in Welwyn Garden City, where you will be required to work as and when needed.
Main Responsibilities:
  • Play a key role in the continuous improvement of financial reporting and process documentation, working alongside the other controlling team members to automate and unify reporting across entities ensuring latest excel techniques are used to full advantage
  • Operate as a proactive business partner to the senior management and non financial teams across the UK
  • Identify and create value added reporting to help improve company profitability
  • Assist in the implementation and running of a refined standard costing process across entities
  • Prepare financial forecasts/analysis and modelling as required
  • Understand the roles of the other controlling team members in order to provide support and holiday cover
  • Completion of routine reporting and tasks - Including but not limited to Daily and weekly Sales and margin reporting and the management of capital expenditure
WORKING HOURS: 37.5 hours per week, Monday to Friday
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Finance Officer

National Health Service

London, London
2 days ago
London, London
2 days ago

Finance Officer

City and Hackney GP Confederation

The closing date is 07 March 2021

Job overview

The GP Confederation is aiming to recruit a Finance Officer who will play a key role in the day-to-day financial work of the GP Confederation and in supporting member GP practices to deliver and develop high quality services and to be financially stable.

City and Hackney GP Confederation was established in September 2014 as a Community Interest Company with a membership of 40 GP practices in City and Hackney. The purpose of the GP Confederation is to support member GP practices to improve quality, resilience and stability in primary care, and to develop innovative, cost-effective services that respond to the needs of local people.

Main duties of the job

The post holder will work as part of the Finance Team, and their key responsibilities will be to manage the day-to-day operations of the Confederations financial accounting system, including managing the purchase and sales ledgers, raising and paying invoices, and managing journal entries and reconciliations. The Finance Officer will support the Director and Deputy Director of Finance to provide robust financial management information, analysis, advice and support to GP Confederation staff and local GP practices.

The Finance Officer will have financial management and accounting experience, preferably within the NHS, and will be skilled in managing financial transactions and the use of spreadsheet analysis. The ability to engage effectively with others is also key.

About us

This is an exciting hands-on role within an established GP Confederation and an expanding finance team, and provides a motivated finance professional with an opportunity to grow and develop their skills in a busy, dynamic organisation.

Benefits include access to the NHS Pension Scheme.

Job description

Job responsibilities

Key Responsibilities:

Financial Management

1. To support the Deputy Director of Finance in the day-to-day operation, accuracy and integrity of the GP Confederations financial accounting system, Aqilla.

2. To be responsible for the Purchase Ledger including invoice entry, authorisation and weekly payment runs.

3. To be responsible for the Sales Ledger including invoice raising and credit control function. This will include raising monthly invoices to GP practices in relation to recharges for salaried GP sessions and quarterly invoices for practice membership fees.

4. To be responsible for the weekly bank reconciliation.

5. To be responsible for updating payroll and pension schedules.

6. To be responsible for the management and reconciliation of petty cash.

7. To be responsible for the provision of monthly remittances advice to GP practices.

8. To be responsible for chasing debtors and providing regular reports to the Director of Finance.

9. To support the Director of Finance and Deputy Director of Finance to provide and present robust financial management information, analysis and advice to the GP Confederation Board, senior management team and Confederation staff.

10. To support the Deputy Director of Finance to produce monthly accounts for the GP Confederation.

11. To support GP practices to be financially and organisationally strong, and to support the Finance Team to ensure that efficient and effective financial systems are in place to make contract payments to practices in a timely way.

Financial planning

12. To contribute to the annual budget setting/financial planning process.

13. To support the Director of Finance and Information and the Deputy Director Finance in the production of financial plans for the GP Confederation.

Financial Governance and Audit

14. To support the Director of Finance and Information and the Deputy Director of Finance to ensure that the GP Confederation has systems and processes in place to ensure sound financial controls and governance.

15. To support the Director of Finance and Information in maintaining and monitoring a Scheme of Delegation and Reservation of Powers, a Conflicts of Interest Policy and process, and an Anti-Corruption and Counter Fraud Policy and procedures.

16. To support the Director of Finance and Information in producing annual accounts and in providing the auditors with timely and detailed working papers and to help respond to audit queries as necessary.

Other

17. To deliver training to GP Confederation staff on financial matters when required.

18. To recommend any improvements and changes to local working practices when required.

Person Specification

Personal Qualities

Essential

  • Positive attitude, self-motivated and able to motivate others;
  • Commitment to being highly visible and accessible to general practices;
  • Credibility with managers able to gain respect, trust and co-operation quickly;
  • A strong commitment to equality and diversity;
  • Self-aware and diplomatic.

Skills

Essential

  • Strong analytical and problem solving skills;
  • Significant experience in accounts payable within a large organisation;
  • Significant experience in communicating with suppliers and managers over the phone and by email in large organisation;
  • Demonstrable experience of using finance system to
  • investigate and resolve queries relating to accounts payable invoices on hold due to discrepancies between invoices and purchase orders;
  • Ability to foster and maintain positive working relationships with a wide range of people at every level;
  • Able to plan, prioritise and deliver to tight timescales;
  • Excellent communication skills, both oral and written;
  • Ability to work under pressure and manage priorities and deadlines in a changing environment;
  • Problem solving skills with an ability to support others to develop solutions;
  • Excellent IT skills, including advanced Excel skills, with ability to interrogate databases and information systems.

Desirable

  • Experience in supporting other team members with their
  • queries;
  • Experience using Cloud-based system.

Experience

Essential

  • At least 1-2 years financial management experience;
  • Technical knowledge of professional accounting standards;
  • Strong track record in developing and maintaining financial systems, processes and procedures.

Desirable

  • NHS and primary care experience

Qualifications

Essential

  • Educated to degree level or equivalent level of training and experience
  • Evidence of continuing professional development

Desirable

  • Progress made towards completing AAT/NVQ4 qualification or equivalent experience

Disclosure and Barring Service Check

This post is subject to the Rehabilitation of Offenders Act (Exceptions Order) 1975 and as such it will be necessary for a submission for Disclosure to be made to the Disclosure and Barring Service (formerly known as CRB) to check for any previous criminal convictions.

Employer details

Employer name

City and Hackney GP Confederation

Address

85 Nuttall Street

London

N1 5HZ


Employer's website

https://www.cityandhackneygpconfederation.org.uk

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Finance Systems Analyst

Lewis Silkin

London
2 days ago
London
2 days ago
Term:Permanent
Working hours:Full-time
Reports to:Finance Systems Manager
Department:Finance Department
Location:London
The firm

Lewis Silkin works with leading businesses to protect and enhance their most important assets — their ideas, their people, their brand and their future. We call it: Ideas. People. Possibilities.

A UK top 75 law firm with offices in London, Oxford, Cardiff, Dublin and Hong Kong, we are recognised by clients and industry alike as being distinct for our unique culture, market-leading practice areas, sector focused approach and for providing solutions to complex, multijurisdictional business challenges, with a pragmatic and human touch.  We have two things at our core: people — both ours and our clients’— and a focus on creative, tech and innovative businesses.

Our culture is encapsulated by an ethos of bravery and kindness, guided by our values of Integrity, Clarity, Unity and Excellence (our ‘I-CUE’).  We aim to provide a supportive environment for our people, clients and wider community and embrace diversity, ensuring people are able to bring their full selves to work.

The department

The Finance Department has a relaxed, sociable, working atmosphere whilst providing a high level of support to its users.

The role

On a day to day basis the Finance Systems Analyst will report directly to the Finance Systems Manager.  The Finance Systems Analyst will assist in the day-to-day support of the firm’s Finance Systems.  The position is within Finance and will encompass user support, finance systems operational support, application support, project work, development and testing, change control and documentation.

Responsibilities
  • Provide support service responding to queries from fee earners, secretaries, HR, BD and finance staff with regards to Elite 3E, 3E Templates, SSRS, Ebillinghub.
  • Have relevant experience of working in the legal sector and supporting standard legal systems. Working with 3rd party support providers to seek resolution to logged issues, alongside being involved with Project work undertaking new installs or upgrades.
  • Be able to source data in response to ad-hoc data requests either via standard Elite 3E reports, our custom data warehouse or running SQL queries where required.
  • Be able to take on Finance Systems projects; current projects are Upgrade to Elite 3E 2.9.1, Enhanced Billing Workflow in Elite 3E, Chrome River Expense and Invoice.
  • SQL experience would be preferred but not essential.
  • There may occasionally be a requirement to work outside standard hours in order to resolve problems and implement new features and overtime will occasionally be required by prior arrangement.
Additional information

Candidate profile: 

Impact and Influence

  • Gains respect from others; able to demonstrate knowledge and experience
  • Understands the audience
  • Active listening

Interpersonal Understanding

  • Respects others views and perspectives
  • Recognises individual’s strengths and weaknesses
  • Understands others’ behaviour even when this is not overtly expressed.
  • Ask questions to find out wants/needs of others; knows what to ask and how to ask for it
  • be able to accept tasks and advice from other more senior members of the department including the Working Capital Manager, Financial Controller and CFO

Relationship Building

  • Demonstrates respect for others consistently
  • Presents self and the organisation professionally (with integrity and honesty)
  • Displays and promotes confidence
  • Has a sense of humour in adversity or challenging situations
  • Acts to build trust and commitment

Teamwork

  • Demonstrates enthusiasm
  • Communicates effectively – upwards/sideways/downwards
  • Gains respect of clients and work colleagues
  • Is approachable
  • Supportive to both staff and external people
  • Maintains professional standards
  • Confidentiality is expected at all times

Achievement Drive

  • Works for continuous improvement
  • Makes measurable improvements in service delivery
  • Is pro-active and has perseverance
  • Demonstrates pride in team / own achievements

Flexibility

  • Adapts easily to different situations/changing priorities
  • Prepared to work out of job role expectations
  • Versatility
  • Be capable of working to tight deadlines, sometimes under pressure and prioritising workload accordingly.

Initiative

  • Deals with problems as they arise and consults as appropriate
  • Liaises with other staff and shares ideas and information.

The systems

  • Ideally with Elite 3E experience but Enterprise or Aderant or other PMS experience will be considered. Experience with SQL/SSRS would be advantageous.

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Managing Agency & Financial Planning

Arch

London, London
15 days ago
London, London
15 days ago

We are looking for an Agency and Financial Planning manager to assist in developing and implementation of strategy for the newly formed Arch Managing Agency ltd.
The position will manage the Arch Insurance Group planning process and assist with the ongoing improvement of this process.


 

The role reports to the Managing Director of the Managing Agency however the individual will work closely with the CFO and Chief Actuary of Arch Insurance. It provides an opportunity for the individual to grow their business knowledge within the Lloyd’s and the insurance sector.

 

The individual will work with the Arch Executive Management team on a regular basis and should be confident in communication at this level.
Agency
• Help to define and implement the Agency 3-5 year strategy
• Owning and managing agency projects stemming from the strategy
• Owning and managing the Syndicate Business Forecast planning process coordinating with Finance, Actuarial, Reinsurance and Underwriting to ensure that submission is accurate, logical and realistic
• Attendance of monthly Syndicate Monitoring Committee meetings and preparation of meeting packs, including collating information from various stakeholders and presentation of that information on occasion
• Preparation of the performance management framework presented at the SMC for Syndicates under management
• Attendance of meetings with Lloyd’s and preparation in any communications with Lloyd’s where appropriate
• Review and challenge of all submissions to Lloyd’s

Arch UK
• Managing the group-wide planning process
• Assist with group wide planning model and process development


IT skills
Excellent Excel skills
Experience of Anaplan or other products that involve coding preferred or an ability to learn these.
Power BI experience would be useful but not required

Technical knowledge
Understanding of all aspects of insurance data including pricing, rate monitoring, policy and claims
Good understanding of accounting, profit and loss, balance sheet, reserving and capital concepts so as to review Lloyd’s submissions such as the QMA (balances sheet), QMB (quarterly profit & Loss), Syndicate Business Forecast and other Lloyd’s submissions.

 

Operationally astute.
Confident communicator for presentation of information at meetings with wide audiences
Self-motivated, Proactive, organised, methodical.
Good at liaising and forming relationships across the business including underwriters, actuaries and finance professionals.


• Qualified Actuary or Accountant desirable


• Degree qualification


Arch Insurance is a global insurer offering our clients superior coverage and service. We embody the Arch guiding principle of focusing on retaining experienced and talented employees to differentiate us from the rest of the pack. Our group operates from offices in the US, Canada, Bermuda, UK, Australia and South Africa, providing specialty risk solutions to clients worldwide across a wide range of industries. With over ten years of operating history and strong financial ratings, our track record remains solid.

Arch Insurance employs a disciplined underwriting approach and prudent risk selection across all types of business. Our mission is to provide our insureds with superb coverage and claims handling through careful and diligent underwriting of risks and business-friendly solutions. Across our global operations, Arch Insurance employees are ready to meet your needs with professionalism and excellence.

Salary

£250 - £400 Per Day

Job Type

Contractor, Full Time

Posted

1 day ago

Description


Finance Consultant

£250 - £400

6 month Project

RT Consulting deliver innovative change & transformation programmes to the Healthcare, Defence, Government, Financial Services, Transport and Rail Sectors both in the UK and Globally. Having developed partnerships amongst the Top Consultancies, our Associates are challenged to bring expert knowledge and creativity to drive sustainable and lasting change across our programmes.

Our Associates are an integral part of our business and due to continued demand we are looking for trusted consultants to join our team of Finance Consultants.

With that in mind, we are looking to expand our team of experienced Finance Consultants that will support the delivery within our Healthcare portfolio. Working within a large team, as a Finance Consultant you will have hands on experience within financial transaction and data sampling, with the ability to understand the commercial and contractual arrangements.

We are looking for Finance consultants that hold experience across the following areas;
  • Public sector experience e.g. NHS, Healthcare, Government, Local Authority or Council.
  • Exposure of Auditing and investigation
  • Feasibility Assurance and Compliance
  • Deep dive review conduction
  • Reconciliation of data and spreadsheet management
  • Cost services and how an organisation works with suppliers
  • Transaction review, financial, commercial and transactional data

RT Consultants have the opportunity to work across some of the largest, most complex programmes of work being delivered across the UK and Globally. As a member of our RT Society, we aim to offer you as much support and project continuity as possible.

Please note that due to a large number of applications we are not always able to respond to you if you are not suitable for the project, however we will hold on to your profile for future projects.

If you would like to know more or submit your profile, please contact Chloe Bush.