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171 Jobs Found 

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Junior Paraplanner

Candidate Source Ltd

London, London
1 day ago
London, London
£25k - £35k Per Year
1 day ago
£25k - £35k Per Year
An award winning independent financial planning business located in the heart of the square mile are seeking a Junior Paraplanner to join their team.  Offering both fee-based cash flow financial planning, traditional transactional services and advice on employee advice and flexible benefits packages for corporate clients, the business has established a notable reputation for professional, personal, and corporate advice.
The Junior Paraplanner will receive a salary of £25,000 - £35,000 depending on experience, qualifications, and aptitude. A consideration on the salary will be made to reflect current remote working arrangements and whether your preference is to mainly work from home when things return to normal plus discretionary Christmas Bonus, 4 x Salary Death In Service Benefit and Permanent Health Insurance (PHI) scheme to normal retirement age, after probation period (6 months).
As a Junior Paraplanner you will:
  • Prepare first meeting packs.
  • Input fact find details into the back office system – Intelligent Office (IO).
  • Set up clients on IO.
  • Input cases, initial fees and expectations of future income onto IO.
  • Obtain illustrations (IRESS / Exchange or other methods e.g. provider websites).
  • Input / produce “Attitude To Risk” questionnaires (FE Analytics/E-value).
  • Prepare suitability letters / reports for Adviser sign offs (using templated systems).
  • Obtain and copy Anti Money Laundering documents.
  • Complete verification forms for Advisers signatures.
  • Pass prepared cases to Compliance (using checklists).
  • Update IO on a continual basis with updates / changes / progress on cases, using activity manger and other workflow functions.
  • Produce Review Packs for clients.

General administration duties will include answering the telephone, opening post, liaising with providers / clients / third parties, supporting the diary functions of designated advisers, being a designated client contact point and carrying out ad-hoc jobs requested by senior management.
We are looking for a Junior Paraplanner with the following skills and experience:
  • Experience of liaising with providers and knowledge of financial products.
  • Excellent communication skills – written, verbal and non-verbal.
  • Good analytical and problem-solving skills.
  • Proficient IT skills including Microsoft Office, Internet browsers and specific Financial Services software.
  • Ability to work to times scales and organise yourself and others (where needed).

On the job training from the existing Client Service Support staff / Management will be provided on existing systems and processes. Regular / weekly meetings with all other Client Support Staff and management will be available when remote working and monthly as / when the team return to an office environment.
The Paraplanner will benefit from 20 days holiday + generally a week from around Christmas Eve to January 2nd or the next working day of the following year + all UK bank holidays, Pension matching up to 3% of salary, after 3-month deferral period and cost of materials for accredited professional development examinations, agreed at commencement of employment, are covered.
If this sounds like the Paraplanner role for you click apply now.
The job title of ‘Junior’ relates simply to the level of experience and has no relevance to age. You are encouraged to apply for any opportunities that you feel to be suitable, irrespective of age or level of experience.
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 Analyst

Randstad Financial & Professional

City of London, London
Today
City of London, London
£30k Per Year
Today
£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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Finance and Operations Coordinator

Not For Profit People

London, London
5 days ago
London, London
£20k - £22k Per Year
5 days ago
£20k - £22k Per Year

Finance and Operations Coordinator

We are looking for an enthusiastic and organised individual to fulfil the role of Finance and Operations Coordinator, working to coordinate the organisation's financial, operations and procurement services. This is a great opportunity for someone starting a career in finance to gain valuable experience and develop as part of our finance team.

Position: Finance and Operations Coordinator

Location: This role is based mainly from home but with the possibility of working in our London office once a week.

Hours: 4 days or 28 hours per week

Salary: £20-22,000 per annum (FTE) or £16-17,600 pro rata (80%)

Contract: This is a part time maternity cover contract working 4 days or 28 hours per week, 80% of the full-time equivalent for a fixed term of thirteen (13) months.

Benefits: Up to 5% pension employer contribution, interest-free loan for season ticket or bicycle, 2 volunteer days per year.

Closing Date: 12pm 2nd March

Interviews: 3rd and 4th March

The Role

The Finance Coordinator is a key process driven role in the day-to-day finance function, supporting the Finance Manager to ensure accurate and timely payments to volunteers and suppliers as well as completeness and accuracy of accounting records. This role covers the volunteer expense and travel reimbursement processes and general finance tasks including the procurement of goods and services for the Operations department.

This post is required to work all day (7 working hours between 8 and 6) on Fridays but other hours may be worked flexibly. A range of innovative flexible working options are available that include flexible start and finish times and working from home.

About You

The Finance and Operations Coordinator will be a proactive individual, who is organised and efficient in managing your work and partnering with others to support our volunteers. To be considered for this role you will be able to demonstrate a positive attitude, be solution focused and offer some finance experience.

You will have:

  • Excellent administration skills
  • The ability to work as a team member
  • Strong problem solving skills with good initiative and a willingness to take a hands-on approach
  • Experience of using Google Apps and Microsoft Office
  • Good organisational skills
  • A can do attitude and the ability to work independently and in a team

Support and training on the organisational specific finance processes and software will be provided.

You will be asked to upload your CV and Cover Letter (one page each preferred) demonstrating your suitable experience, knowledge, skills and abilities. This post is subject to clearance through the Disclosure and Barring Service and receipt of satisfactory references.

Other areas of experience may include Finance, Operations, Finance Coordinator, Operations Coordinator, Finance Assistant, Operations Assistant, Procurement, Financial, Procurement Assistant, Buyer, Payroll, Payroll Assistant, Bookkeeper, Book Keeping, Book Keeper, Finance Admin, Admin, Administrator, Administration, Finance Administrator.

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FP&A Analyst

Sage

london
Today
london
Today
FP&A Analyst
Advert:
People make Sage great. From our colleagues delivering ground-breaking solutions to the customers who use them: people have helped us grow for more than thirty years, and people are driving our future as a great SaaS company. We’re writing our next chapter. Be part of it!
Experience has taught us that when our customers thrive, we thrive. As a team, we always start with what customers need. Through the good… and more challenging times. Innovating at pace so customers can manage their finances, operations and people. Every one of us shapes our culture at Sage - doing what’s right and succeeding together, united by our commitment to each other. We encourage each other to grow in our roles, in our careers and as individuals.
Follow us on our social media sites below to join in conversations about career tips, open positions and company news! #lifeatsage #sagecareers. If you would like support with your application (or require any adjustments) please contact us atcareers@sage.comfor assistance. All qualified applicants will be thoughtfully considered and never discriminated against based on their race, color, age, religion, sexual orientation, gender identity, national origin, disability or veteran status.
Job Description:
This newly created, forward-looking role will sit within Sage’s Finance function and will play a critical role as we continue to grow in the marketplace, emerge through times of change and execute our strategy to become a leading SaaS business, The Group FP&A team are fundamental in providing insight to drive decision making, create competitive advantage and successfully deliver our SaaS strategy. The FP&A team is responsible for both internal and external reporting.
This role requires a strong data analyst able to analyse, summarise and provide insights to management as well as drive data accuracy across the business.
This role will build strong commercial relationships with key stakeholders across the business.
It will really drive forward the use of data analytics and data-driven insights in Finance and the business. This will be achieved through the future development of analytical processes, integration of additional data sources from across the group and driving the direction of the internal BI dashboarding tool. The development of this tool is a key strategic priority in Group Finance and will provide additional, vital information across many high profile areas of the business.
Key Responsibilities:
• Prepare accurate, insightful, and timely monthly reports of financial and non-financial
data to be presented to the Board and Executive Management team.
• Support in driving a “data-driven insights first” approach across Finance through detailed analytics of regional and customer data and the development of the internal Business Intelligence tool;
• Support the Analytics and Insights team with the roll out of Business Intelligence tool across our different regions through liaising with regional leadership and support and gaining an in depth understanding of the strategical focus in each region.
• Creatively find innovative solutions to gain maximum insight and utilise best in class analytics processes to assist with business insight, budgeting and forecasting and group reporting processes.
• Provide a fundamental link with the Finance System and Analytics and Insights teams to continue a strong, productive relationship and maintain and enhance group BI tool.
Preferable - ACA Qualified
Function:
Finance
Country:
United Kingdom
Office Location
London
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Paraplanner

Close Brothers Group

Central London / West End, London
1 day ago
Central London / West End, London
1 day ago

Role Overview

To support Advisers, and ultimately clients, in the advice giving process with suitability reports, product research and technical analysis.

Key Responsibilities

General

  • Discuss client objectives with the Adviser during debrief. Identify any shortfalls in client information and discuss with the Adviser.
  • Request and review all necessary information and undertake financial analysis to produce financial reports for discussion with the Adviser.
  • Undertake research to identify suitable solutions to meet the client’s needs.
  • Request and obtain information/comparisons for analysis by the Adviser within agreed timeframes.
  • Consider current and future allocation of assets for investment strategy with regard to client risk profile.
  • Check all compliance paperwork and internal sign off documents are present.
  • Prepare draft recommendation reports to be discussed and signed off by the Adviser. Ensure any recommendations detailed in a report are in line with any internal guidance/procedures and the up to date report template is used.
  • Request and obtain application forms and other associated paperwork.
  • Submit paperwork when advice taken up in accordance with Company procedures. Ensure all paperwork is in order.
  • Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.
  • On-going servicing of clients, for example withdrawals or fund switches.
  • Ensure adherence to Department’s and Company procedures, including all Compliance guidelines, and Department’s Key Performance Indicators (KPIs)/objectives.

Regulatory Responsibilities (Compliance/T&C)

  • Understand, follow and demonstrate compliance with all relevant internal and external rules, regulations and procedures that apply to the conduct of the business. Follow principles and rules of the Financial Conduct Authority (FCA) and the internal requirements set out in the Compliance Manual, local and Group Compliance and Risk policies.
  • Ability to demonstrate an understanding of the regulatory framework relevant to the role, whilst practising effective risk management taking account of outcomes for clients.

As an approved person you must accept responsibility and demonstrate an understanding for the regulatory aspects and framework of the FCA controlled function that you perform, and ensure you meet and abide by the rules of the FCA’s fit and proper test, and comply with the FCA’s Statements of Principle and the Code of Practice. Additionally you must ensure your compliance with all internal policies, procedures and standards.

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Managing Agency & Financial Planning

Arch

London, London
7 days ago
London, London
7 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.

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Finance Reconciliations Officer

Page Personnel United Kingdom

London, London
11 days ago
London, London
11 days ago
The Finance Reconciliations Officer will be responsible for posting journals, reconciling bank accounts and balance sheets. As a key member of the team the organisation you will liaise with key stakeholders to solve complex queries.

The successful Finance Reconciliations Officer will have experience in a Finance Team and be confident in performing complex reconciliations. Experience of using SUN and working in a Housing Association is desirable but not essential.

A salary of between £28,000 and £31,000 plus generous benefits.

A 12 month contract as a Finance Reconciliations Officer for a dynamic G15 Housing Association. Join a large Finance team performing reconciliations, posting journals and resolving complex queries.

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Stock Analyst

Page Personnel United Kingdom

West London, London
1 day ago
West London, London
1 day ago
You will be responsible for the following:
  • Extraction of stock data from NAV ERP and various WHM systems onto excel for purpose of system to system stock reconciliations.
  • Identifying potential timing issues with comparisons and manually amending to ensure accurate reconciliation.
  • Investigation of discrepancies by audit of historical stock movements, identifying and correcting transaction errors.
  • Working with our 3rd party logistic partners to identify and correct product code errors ensuring description, case size, vintage and duty accuracy.
  • Validation of Stock being transferred between our 3rd party Logistic locations.
  • NAV System reconciliations to ensure accuracy on duty and case sizes to ensure maximum stock availability with minimum despatch failures.
  • Monitoring of physical warehouse shortages and creations and processing relevant claim.
  • Proactively challenge and seek best practice, best service and best value.

The successful candidate will have experience working within a similar role such as stock analysis, audit or reconciliations. You will have an understanding of logistics and supply chain and will have worked in partnership with 3PL's or suppliers. Attention to detail, excellent numerical skills and processing accuracy is essential for the role as is an analytical approach with strong problem solving skills. Candidates with previous experience working with NAV or Vision are encouraged to apply but MRP's will still be considered. Candidates who have worked within the FMCG sector would also be at an advantage but again not essential This is an interim role and is expected to last for between 3 and 6 months. Candidate must be available to start immediately.

You will receive a competitive rate of pay.

Page Personnel Logistics are currently looking to recruit a Stock Analyst for our client in West London.

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Capital and Forecasting Analyst

Monzo

London, England, United Kingdom, ENG
13 days ago
London, England, United Kingdom, ENG
13 days ago

At Monzo we believe there’s a better way to do banking - we care deeply about our customers, are innovative and execute quickly.

As the size and sophistication of our Borrowing (consumer lending) portfolio grows, we have an increasing need to compute, forecast and manage our credit risk capital. Our ambition is to build out a robust set of capital models and processes so that we can both meet our regulatory obligations and provide value-adding insights into underwriting and portfolio management. We are looking for a Capital and Forecasting Analyst to join the team, take on this challenge and help us make this ambition into reality.

You should apply if:

  • You have strong analytical and data capabilities, backed up by technical coding skills. Both SQL and Python are a must-have for this role
  • You have some experience with credit risk modelling, ideally capital modelling on consumer lending portfolios. The most relevant areas are: Pillar 2a credit risk, Pillar 2a concentration risk and Stress Testing. Pillar 1 IRB modelling experience is also useful
  • You have some knowledge of IFRS9 impairments, in particular their relationship with credit Stress Testing
  • You are enthusiastic about building and improving quantitative models
  • You are keen to deepen your knowledge in both credit risk modelling and the technical workings of Monzo’s technology stack
  • You are a clear communicator
  • You thrive in a fast-paced environment
  • You are highly motivated and energised by the idea of bringing positive impact to our customers and Monzo

You'll spend your time:

  • Building and improving our capital and forecasting models
  • Executing portfolio forecasts and stress tests
  • Working with our Credit Analysts to understand the details of our portfolio and the data structures we use to manage it 
  • Producing updates and reports on Stress Testing and Forecasting for Monzo’s executive team, in particular our GM of Borrowing, CFO and CRO

Logistics

The application process consists of a recruiter call, phone interview with the hiring manager, followed by a practical written task and then final stage interviews conducted via google hangout.

This role is based in the London office, however given the current circumstances we are all working remotely.

We care deeply about inclusive working practices and diverse teams. If you’d prefer to work part-time or as a job-share, we’ll facilitate this wherever we can – whether to help you meet other commitments or to help you strike a great work-life balance. We’re keen to ensure we’re designing a bank that works for everyone, so we particularly encourage applications from different underrepresented demographics.

Competitive salary plusstock options and other benefits.


Equal Opportunity Statement


At Monzo, embracing diversity in all of its forms and fostering an inclusive environment for all people to do the best work of their lives with us. This is integral to our mission of making money work for everyone.

We're an equal opportunity employer. All applicants will be considered for employment without attention to ethnicity, religion, sexual orientation, gender identity, family or parental status, national origin, veteran, neurodiversity status or disability status.

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Finance Systems Analyst

Page Personnel United Kingdom

London, London
4 days ago
London, London
4 days ago
The Finance Systems Analyst working for a Housing Association based in London will be responsible for:
  • Constant enhancement of the systems reporting and performance
  • Supporting colleagues with system training and administration
  • Liaising with system vendors on any technical issues, including system upgrades
  • Working with IT colleagues to improve the appraisal software deliverables and to enhance the system performance
  • Provide colleagues with project information from the system to enable them to monitor project viability

The Finance Systems Analyst working for a Housing Association based in London will have:

  • Experience of accounting and financial reporting
  • Experience of using project monitoring software
  • An ability to communicate effectively with other members of staff
  • An ability to work proactively and independently
  • Be actively studying ACCA or CIMA

A salary of £41,000-46,000, plus annual leave and pension.

An exciting opportunity to be a Finance Systems Analyst, working for a Housing Association based in London.

Salary

£25k - £35k Per Year

Job Type

Full Time

Posted

1 day ago

Description

An award winning independent financial planning business located in the heart of the square mile are seeking a Junior Paraplanner to join their team.  Offering both fee-based cash flow financial planning, traditional transactional services and advice on employee advice and flexible benefits packages for corporate clients, the business has established a notable reputation for professional, personal, and corporate advice. 


The Junior Paraplanner will receive a salary of £25,000 - £35,000 depending on experience, qualifications, and aptitude. A consideration on the salary will be made to reflect current remote working arrangements and whether your preference is to mainly work from home when things return to normal plus discretionary Christmas Bonus, 4 x Salary Death In Service Benefit and Permanent Health Insurance (PHI) scheme to normal retirement age, after probation period (6 months).


As a Junior Paraplanner you will:
  • Prepare first meeting packs.
  • Input fact find details into the back office system – Intelligent Office (IO).
  • Set up clients on IO.
  • Input cases, initial fees and expectations of future income onto IO.
  • Obtain illustrations (IRESS / Exchange or other methods e.g. provider websites).
  • Input / produce “Attitude To Risk” questionnaires (FE Analytics/E-value).
  • Prepare suitability letters / reports for Adviser sign offs (using templated systems).
  • Obtain and copy Anti Money Laundering documents.
  • Complete verification forms for Advisers signatures.
  • Pass prepared cases to Compliance (using checklists).
  • Update IO on a continual basis with updates / changes / progress on cases, using activity manger and other workflow functions.
  • Produce Review Packs for clients.
 

General administration duties will include answering the telephone, opening post, liaising with providers / clients / third parties, supporting the diary functions of designated advisers, being a designated client contact point and carrying out ad-hoc jobs requested by senior management.


We are looking for a Junior Paraplanner with the following skills and experience:
  • Experience of liaising with providers and knowledge of financial products.
  • Excellent communication skills – written, verbal and non-verbal.
  • Good analytical and problem-solving skills.
  • Proficient IT skills including Microsoft Office, Internet browsers and specific Financial Services software.
  • Ability to work to times scales and organise yourself and others (where needed).
 

On the job training from the existing Client Service Support staff / Management will be provided on existing systems and processes. Regular / weekly meetings with all other Client Support Staff and management will be available when remote working and monthly as / when the team return to an office environment.

 
The Paraplanner will benefit from 20 days holiday + generally a week from around Christmas Eve to January 2nd or the next working day of the following year + all UK bank holidays, Pension matching up to 3% of salary, after 3-month deferral period and cost of materials for accredited professional development examinations, agreed at commencement of employment, are covered.

 
If this sounds like the Paraplanner role for you click apply now.

 

The job title of ‘Junior’ relates simply to the level of experience and has no relevance to age. You are encouraged to apply for any opportunities that you feel to be suitable, irrespective of age or level of experience.



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.