wealth management jobs

Near midlands
26Jobs Found

26 jobs found for wealth management jobs Near midlands

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Commercial Manager

Stopford Energy & Environment

Ellesmere Port, NW
4 days ago
Ellesmere Port, NW
£45k - £50k Per Year
4 days ago
£45k - £50k Per Year

Stopford has an exciting opportunity for a Commercial Manager to join the team based in Ellesmere Port, Cheshire. You will us on a full time, permanent basis. In return, you will receive a competitive salary of £45,000 - £50,000 per annum dependent on experience. You will be based at our Head Office in Ellesmere Port and also work from our Manchester (Knutsford) office.

Stopford is an international energy and environmental engineering company; our professional services span Consultancy, Technology & Innovation and Project Management. We are an industry leader with a portfolio spanning research and development through to design and commissioning of process technology. With a worldwide clientele in emerging and existing industries. We provide expert consulting to our partners, supporting them in their drive toward a sustainable low carbon economy. 

You will receive the following benefits:

- Competitive Salary

- Pension

- 25 days holiday plus bank holidays

- Private medical insurance

- Employee assistance program

- On-site parking

- Professional Membership fees

About the role:
The Commercial Manager reports to the Commercial Director. The CM provides support to our service groups where the delivery of our services ‘touch money’. The CM will support the CD with the development & progression of the Commercial team/function.

We are looking for someone who has experience of working in the engineering services sector an aspiring procurement and contract professional who enjoys a variety of work. The role offers the opportunity to get involved in a variety of exciting projects, covering a broad spectrum of clients from Renewables; plastics to oil to the more traditional Industrial; chemical & fuel storage with a focus on energy net zero initiatives including hydrogen switching.

The Commercial team are the central point for all the company’s procurement processes, delivering value for money and reducing supply chain risk. We support our three service groups Technology & Innovation, Consultancy and Projects.

Key responsibilities of our Commercial Manager:
- Day to day you will work closely with the CD to develop and deliver our Commercial function. The team is centralised, strategic and facilitates best practice procurement and contract management throughout the business
- Corporate Governance for purchasing, review/refine existing policies and update to capture new services offered
- Performing procurement functions of purchasing supplies and services including experience with subcontracting
- Manage the budget for support services and provide monthly report to the CD
- Co-ordination of support functions e.g., admin, IT
- Company procurement activities across multiple categories of spend, to effectively source equipment and supplies that fully satisfy our clients requirements and our company purchasing procedures
- Implement and share best practice/learning experience from each service group
- Project procurement working with the service group project managers, acting as the project procurement manager where required
- Procurement and Contracts advisory; oversee and guide project team procurement managers to nurture our wider capability to lead complex procurement processes. Identify high value orders for the attention of the CD

Our Commercial Manager will have the following skills and experience:

- Degree qualified & beneficial a background in Engineering, quantity surveying, business and or finance
- A minimum of 10 years post graduate relevant experience
- Specialist in Engineering forms of contract; NEC, ICHEME, Fidic etc
- Membership of The Chartered Institute of Procurement and Supply
- Significant experience working in a similar industry, with proven project experience
- Eligible to live and work in the UK
- Full UK/EEC driving licence
With support, variety and opportunities, Stopford Energy and Environment is the ideal place to build your skills and career.
If you would like to join our team as our Commercial Manager, then why not click ‘apply’ today – we’d love to hear from you!

Please note we do not accept applications from agencies, and you must be eligible to live and work in the UK.

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Financial Controller

National Museums Liverpool

Liverpool, NW
18 days ago
Liverpool, NW
18 days ago

Our peopleare at the heartof National Museums Liverpool.Colleaguesfrom across the NML teammake a difference everyday,creating memorable experiences for everyone and challenging expectations.We pride ourselves on being a place for everyone, butwe are always aiming higher, aspiring to be representativeof the communities we serve. Through our people, we are building a culture which embeds trust, respect and inclusionand an organisationin which people areengaged and empowered to enable National Museums Liverpool to evolve. You could be just the right person to join us.

We currently inviting applications for the post of Financial Controller.

If you think you match the job description and our organisation ethos, then click on the link to apply with your CV and covering letter outlining how you meet the personal specification.


About the Role

Main Activities

Reporting to Director of Finance you will:

  • Lead the budget and financial planning processes for the Group.
  • Review all financial plans and budgets regularly to look for cost reduction opportunities.
  • Oversee, review, and promote adherence to the budgets for each directorate and department
  • Provide the Director of Finance with timely and accurate financial information.
  • Draft the annual report and accounts for NML and manage the associated audit process.
  • Establish and implement financial reporting systems to comply with government regulations and legislation.
  • Collaborate with auditing services to ensure proper compliance with all regulations.
  • Lead, motivate and develop the Finance team, ensuring that they continue to contribute to NML’s objectives.
  • Proactively manage and embed NML’s cross organisational accounting controls, systems and procedures.
  • Create systems to prevent errors in data collection and calculations.
  • Update and implement financial policies and procedures.
  • Support change programmes and efficiency reviews across the Group.
  • Suggest updates and improvements for accounting systems, including payroll and invoicing.
  • Ensure compliance with latest accounting standards and appropriate guidance (e.g. the Treasury publication ‘Managing Public Money’, Financial Reporting Manual (FReM), the Financial Memorandum and the Funding Agreement issued by DCMS, Cabinet Office control of Civil Service Pensions, current UK Generally Accepted Accounting Practice and Charities SORP).
  • Adhere to the standards expected of all public services as defined by the HM Treasury publication “Managing Public Money”. Those standards are honesty, impartiality, accountability, openness, accuracy, reliability, transparency, objectivity, integrity and fairness. These standards should be carried out in the spirit of, as well as the letter of, the law; in the public interest; to high ethical standards and achieving value for money.
  • Support NML’s commitment to Equality and Diversity and promote non-discriminatory practices in all aspects of work undertaken.
  • Adhere to NML’s Health and Safety Policies and Procedures, Safeguarding policy as well as other appropriate practices and guidelines.
  • Undertake additional duties, as required, from time to time.
  • Undertake training and development courses and programmes, as required.

The details contained in this job description reflect the content of this job at the date of being prepared. It is however possible that over time the nature of the job will change. National Museums Liverpool will expect to revise this job description from time to time and will consult with the post holder at the appropriate time.


Personal Specification -Financial Controller.

Essential Criteria
Qualifications

CCAB accounting qualification

Experience

Senior financial management experience including management of a finance function and team

Experience of producing and contributing towards the development of essential finance and corporate reports, including monthly financial reporting, Board papers, business plans, corporate plans, strategic plans, statutory accounts

Knowledge and/or experience of operating within the public sector or charities sector

Senior finance experience of implementing and managing accounting systems, controls and procedures, to provide effective financial management

Experience of strong financial management of organisations, including delivering activities within budget, achieving cost savings, and generating income opportunities

Line Management of staff

Knowledge, Skills and abilities

Ability to manage a range of relationship and stakeholders, internal and external

Ability to design and implement financial management structures and systems

Ability to analyse, manage, and present, complex financial management information at senior management level

Excellent interpersonal and communication skills, with the ability to influence stakeholders on complex issues

Ability to collect and convey information quickly and accurately

Effective time management skills and the ability to prioritise tasks in a busy environment

Digital literacy: familiarity with Microsoft Word, Excel, PowerPoint and Teams

Ability to work as part of a team.

Understanding of investment management and accounting

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Head of Finance Operations and Controls(Lead Manager, Accounting)

The Bank of New York Mellon Corporation

Liverpool
1 day ago
Liverpool
1 day ago
Description:
2100811
Qualifications:

Overview
BNY Mellon is an investments company. We provide investment management, investment services and wealth management that help institutions and individuals succeed in markets all over the world. In the region of Europe, the Middle East, and Africa, which we have been serving since the 1900s, we deliver services to a broad range of clients seeking access to global capital markets

Title of the position - Head of Finance Operations and Controls (LdMgr, Accounting)

Department - Pershing – Finance
Reports to (to whom the person directly reports) - David Connolly

Overview

Manages professional staff responsible for less complex General Ledger activities, including compliance and quality assurance for a large and/or complex legal entity, line of business, country, region or accounting process. Accurately implements the quality assurance process and contributes to the execution of Finance Policies. Ensures professional staff deliver useable, accurate and timely financial information from the point of transaction through financial close and finally to external reporting. Delivers reporting to management and relevant local regulators.

Qualified accountant who is responsible for managing the Finance Operations team that handles the end to end client billing and commission payable processes, covering data collation, calculation, invoicing and client interaction where necessary, booking into the general ledger and the associated control environment around these activities.
This position also has accountability for Financial Control across the business, acting as the first line of defence. The latter part of the role will involve the review of the control environment within Finance to ensure the controls in place are acceptable for the risks associated, whilst ad-hoc testing is performed to confirm processes work as planned.

The role will also provide leadership and direction to a team of professionals that are based in Liverpool and Chennai (India). The role will be based out of Liverpool.


Job Purpose

Manages professional staff responsible for General Ledger activities within a large and/or complex legal entity, line of business, country, region or accounting process.

Implements the Finance Policies compliance analytics and metrics reporting process. Helps to ensure the upkeep of accounting processes surrounding capital markets, global markets, technology and/or broker dealers.

Manages the team's transformation of data into information for reporting purposes. Reviews work papers and documentation for accuracy and completeness.

May take part in assignments within the regional or global service center which cross accounting functions associated with lines of business, legal entities and geographies that have an impact on the internal and external reporting, accounting and accounting process.

May communicate less complex information to legal entity controllers, reconciliation managers, SOX personnel, internal auditors and operations personnel.

Recruits, directs, motivates and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively as a team. Responsible for the performance management processes for professional staff within the team.

Contributes to the achievement of goals and objectives for a large and/or complex legal entity, line of business, country, region or accounting process.

Will be required to develop quality control checks to ensure completeness and accuracy.

Will need to understand, interpret and implement bespoke client requirements.

Will be responsible for evaluating day to day tasks and consider adequacy of controls and automation opportunities.

Will be asked to prepare ad-hoc reports as needed and special project assignments.


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Director of Finance and Business

Bellerive FCJ Catholic College

Liverpool
10 days ago
Liverpool
10 days ago
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Director of Finance and Business

Job Title: Director of Finance and Business
Employer: Bellerive FCJ Catholic College
Job Type: Finance & Administration
Job Phase: Secondary
NOR: 870
Grade: NJC
Actual Salary: NJC
Contract Type: Permanent
Contract Term: Full time
Location: Liverpool
Start Date: Start immediately
Closing Date: Monday, March 8th, 2021

About the School
Bellerive is a popular, successful and over-subscribed Catholic College for girls aged 11-18 with a mixed Sixth Form. Our school is committed to safeguarding children and promoting children’s welfare. The post is subject to all the relevant pre-employment checks set out in Keeping Children Safe in Education, including an enhanced DBS Certificate with a barred-list check.
About the Role
The Governors are seeking an ambitious and suitably qualified Director of Finance and Business in this converter academy, to be responsible for meeting the requirements of the Education and Skills Funding Agency (ESFA), as well as having responsibility for premises management, catering, health and safety and risk management under the direction of the Headteacher. The successful candidate must have appropriate, recognised qualifications and experience, eg CIMA.
Personal Qualities
A relevant professional qualification eg, MBA, BSc, CIMA, ATT or equivalent High standard of written English, IT and Maths Knowledge and commitment to safeguarding and promoting the welfare of children Substantial experience of financial/ management accounting Proficient in IT and computer based systems including Microsoft Excel Ability to operate strategically Ability to implement and follow financial standards and procedures Evidence of knowledge, understanding and skill in generating additional income from external sources Experience of managing accounts and of developing and maintaining strong financial controls Evidence of keeping up to date with school financial matters Knowledge of SIMS First Aid qualification Understanding governance Ability to work effectively in a values led organisation Good organisational, prioritisation and record keeping skills Excellent analytical skills and ability to summarise findings Ability to anticipate and resolve issues Ability to use own initiative, as appropriate, prioritise and meet deadlines Energy and commitment to motivate a team Confidence to set a strategic direction and hold others to account Ability to work in a sensitive environment maintaining high levels of confidentiality Excellent written and verbal skills Ability to relate well to children and adults Ability to assist senior staff and promote a positive image of the school The ability to function to the highest professional standards in a demanding and constantly evolving school environment Ability to deliver value for money initiatives
How to Apply
Further information can be obtained by contacting Mrs C Brennan via email: [email protected] or by visiting the school's Vacancies page on the website: http://www.bellerivefcj.org/about-bellerive-2/vacancies/
Closing Date: Monday 8th March 2021
Short Listing Date: Thursday 11th March 2021
Interview Date: TBC
Recruitment Documents
Job Description:Download Document
Contact Details
Bellerive FCJ Catholic College
1 Aigburth Drive
Sefton Park
Liverpool
L17 3AA
Contact Name: Clare Brennan
Contact Telephone: 0151 727 2064
Contact e-mail:[email protected]
Website:www.bellerivefcj.org
NOR: 870

School Improvement Liverpool
Toxteth Annexe Conference Centre
Aigburth Road,
Liverpool, L17 7BN
0151 233 3901

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Tax Assistant Manager - Corporate Tax, North (Liverpool, United Kingdom)

KPMG UK

Liverpool
22 days ago
Liverpool
22 days ago
At KPMG, our values define who we are and the way we do business. As a leading professional services firm, we know that our strength and capability come from our people: their different perspectives, experiences and backgrounds. From our inclusive leadership strategy, to our diversity and inclusion targets – we are making bold changes to who we are and what we do. Be part of it.
The Role
KPMG’s North tax team is a fast-growing part of the KPMG tax practice. We are looking for excellent candidates with a proven track record who are seeking a dynamic and challenging working environment within a strong supportive leadership and management team. The marketplace is diverse with a client and target base of UK listed, PE backed, inbound and privately-owned businesses.
This current vacancy is for an Assistant Manager to join in a dual role our Corporate Tax Team based in Liverpool, and our Property Tax Team based in Manchester. The successful candidate will be a self-starter with a confident, outward-facing skillset, and who is willing to invest time and energy in the marketplace.

The Responsibilities

• The role involves a mix of tax advisory services, compliance management and business development. This will include:
• Providing tax advisory services to a variety of clients and managing the successful delivery of commercially viable and technically excellent advice to a variety of clients involving tax efficient structuring, international and other advisory work.
• Managing client relationships and becoming the focal tax point of contact.
• Understanding the client's business and identifying areas for the provision of tax and other services
• Managing the tax compliance process (delivered by our Tax Centre of Excellence).
• Driving the tax advice on a wide range of projects.
• Managing teams and coaching and developing staff.
• Ensuring all risk procedures are adhered to.
• Excellence in financial management.
The Person
The successful candidate will have the following skills:
• Qualified CTA or ACA/CA or equivalent
• Strong knowledge of UK corporate Taxes and an awareness of other tax and accounting areas. The candidate will need to have an understanding of the property developer and investment sector.
• Strong interpersonal skills in addition to strong oral and written communication skills.
• High level analytical skills and a commercial approach to resolving issues and providing advice.
• Ability to work as part of a multifunctional team.
• Strong task and team management skills.
• Ability to build client relationships.
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Credit Controller

Page Personnel United Kingdom

Widnes, NW
4 days ago
Widnes, NW
4 days ago
  • Processing and allocating incoming payments
  • Build customer relationships
  • Managing and monitor the customer accounts to ensure debts are paid in line with agreed payment terms
  • Sourcing and pursuing debit notes for key customer query resolutions
  • Contacting customers via phone, email and letter to collect payment
  • Processing authorised credit and debit requests and maintaining effective records
  • Aged debt reporting
  • Other duties as required by the line manager

  • Good communication skills
  • 2 years minimum experience within credit control
  • Abilities to work under pressure to achieve targets
  • Excellent IT skills (Office & Excel)

  • Permanent role
  • Widnes location
  • Salary up to £23K
  • 22 days Holidays, plus bank holidays
  • Free on site car parking
  • Birthday Gift Vouchers
  • Once a month staff dinner paid for

Page is pleased to be working with a respected employer in the Widnes area, who are looking to bring on a Credit Controller to join their finance team. Reporting to the Credit Manager the successful candidate will be responsible for monitoring and managing company debt levels. This is the ideal role for a pro-active individual who enjoys the challenge of reducing aged debt and managing customer accounts.

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Credit Controller

Page Personnel United Kingdom

Liverpool, NW
7 days ago
Liverpool, NW
7 days ago
The following Credit Controller will be:

-Working to company policy in collecting of debt by ensuring company targets are achieved

-Identifying client disputes to ensure it is resolved in a timely manner

-Working towards KPI's outlined by the company

-Confident in working on the telephone and face to face meetings when required

-Working ledger analysis and reporting to Finance Manager when required

-Support the Firm's personal development initiatives and any departmental projects

The successful Credit Controller MUST have the below qualities:

-Credit Control or Collections (professional) experience

-Able to work towards targets focused environment

-Understanding of aged debt on a business is desirable

-A proven track record of negotiating under pressure

-Able to work independently as well as part of a team

-Can work towards deadlines

-Microsoft including Excel

The fantastic benefits for the Credit Controller are:

-19k-22k (based on experience)

-25 days holidays + 8 day bank

-Pension scheme of upto 5%

-Private Health-care

-Dental Care

-Maternity Pay

Page Personnel are working in partnership on an exciting new role for global organisation. This role is recruiting a junior or experienced Credit Controller who must have proven experience working in a professional practice on a permanent basis in Liverpool. The role will be reporting into the Finance Manager and will be suited for a hard-working and enthusiastic team player.

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Finance Business Partner

Essential Employment

Wirral, NW
9 days ago
Wirral, NW
9 days ago

Finance Business Partner needed in Wirral paying £189 per day PAYE Ref: 413289

This is working full time hours on a temporary basis

 Responsibilities:

 

 To support a solution-focussed, innovative financial management function that enables the effective allocation of resources to outcomes to ensure value for money

Proactively support colleagues to ensure the provision of reliable, effective and timely financial support and advice that contributes to the achievement of their objectives.

Represent the Senior Finance Business Partner as and when required in internal and external scenarios and to display the behaviours and values expected in a positive and professional manner.

Support the provision of proactive, solution-focussed advice and guidance to the organisation to enable innovation and commercialism within the realms of the Council’s procurement and finance procedure rules.

Be an effective team member seeking out development opportunities to support succession planning so that the team is operating to the expected standard of a high performing, excellent, finance business partnering function.

Support the delivery of the financial sustainability and resilience by working with the team to provide insight and intelligence to predict and model demand management.

Able to input and analyse a range of financial information, for which care and attention to detail is required.

Complex queries to be escalated to the Senior Finance Business partner in the first instance.

Resolve issues arising from own work and those of others within the team, acting as point of escalation for Assistant Finance Business Partners.

Use knowledge and experience to determine the appropriate course of action. Identify opportunities for improvements to policies and procedures within work area in order to improve practice and customer service including the interpretation of financial legislation.

If you are interested in the role, please email your CV to verity@essentialemploy.co.uk quoting the reference number.

All our roles may be subject to pre-employment checks including references so please be prepared

Salary

£45k - £50k Per Year

Job Type

Full Time

Posted

4 days ago

Description

Stopford has an exciting opportunity for a Commercial Manager to join the team based in Ellesmere Port, Cheshire. You will us on a full time, permanent basis. In return, you will receive a competitive salary of £45,000 - £50,000 per annum dependent on experience. You will be based at our Head Office in Ellesmere Port and also work from our Manchester (Knutsford) office.

Stopford is an international energy and environmental engineering company; our professional services span Consultancy, Technology & Innovation and Project Management. We are an industry leader with a portfolio spanning research and development through to design and commissioning of process technology. With a worldwide clientele in emerging and existing industries. We provide expert consulting to our partners, supporting them in their drive toward a sustainable low carbon economy. 

You will receive the following benefits:

- Competitive Salary

- Pension

- 25 days holiday plus bank holidays

- Private medical insurance

- Employee assistance program

- On-site parking

- Professional Membership fees

About the role:
The Commercial Manager reports to the Commercial Director. The CM provides support to our service groups where the delivery of our services ‘touch money’. The CM will support the CD with the development & progression of the Commercial team/function.

We are looking for someone who has experience of working in the engineering services sector an aspiring procurement and contract professional who enjoys a variety of work. The role offers the opportunity to get involved in a variety of exciting projects, covering a broad spectrum of clients from Renewables; plastics to oil to the more traditional Industrial; chemical & fuel storage with a focus on energy net zero initiatives including hydrogen switching.

The Commercial team are the central point for all the company’s procurement processes, delivering value for money and reducing supply chain risk. We support our three service groups Technology & Innovation, Consultancy and Projects.

Key responsibilities of our Commercial Manager:

- Day to day you will work closely with the CD to develop and deliver our Commercial function. The team is centralised, strategic and facilitates best practice procurement and contract management throughout the business
- Corporate Governance for purchasing, review/refine existing policies and update to capture new services offered
- Performing procurement functions of purchasing supplies and services including experience with subcontracting
- Manage the budget for support services and provide monthly report to the CD
- Co-ordination of support functions e.g., admin, IT
- Company procurement activities across multiple categories of spend, to effectively source equipment and supplies that fully satisfy our clients requirements and our company purchasing procedures
- Implement and share best practice/learning experience from each service group
- Project procurement working with the service group project managers, acting as the project procurement manager where required
- Procurement and Contracts advisory; oversee and guide project team procurement managers to nurture our wider capability to lead complex procurement processes. Identify high value orders for the attention of the CD

Our Commercial Manager will have the following skills and experience:

- Degree qualified & beneficial a background in Engineering, quantity surveying, business and or finance
- A minimum of 10 years post graduate relevant experience
- Specialist in Engineering forms of contract; NEC, ICHEME, Fidic etc
- Membership of The Chartered Institute of Procurement and Supply
- Significant experience working in a similar industry, with proven project experience
- Eligible to live and work in the UK
- Full UK/EEC driving licence

With support, variety and opportunities, Stopford Energy and Environment is the ideal place to build your skills and career.

If you would like to join our team as our Commercial Manager, then why not click ‘apply’ today – we’d love to hear from you!

Please note we do not accept applications from agencies, and you must be eligible to live and work in the UK.