- Comply with FCA regulation, Data Protection and Anti Money Laundering legislation.
- Action changes to clients' policies as instructed from fund switches, withdrawals to income payments.
- Prepare application forms for different plan types (from the investment including IHT plans and offshore products to life income protection and relevant pension covers including SIPPs and SSASs) with 20+ different providers with varying requirements and processes.
- Undertake personal training to maintain and develop knowledge and communicate to rest of team.
- One to two years' minimum experience of working in financial services
- Knowledge of the Financial industry related products/ back-office systems (Intelligent Office, iPipeline preferred)
- Experience in actively managing and monitoring a rolling caseload of 30 to 40 client applications and servicing requests.
- Adapt to a fast-changing environment working with Team Leader and Senior Managers as well as helping other staff
- Monday to Friday
- UK's leading wealth management pension scheme
- Unrivalled career development prospects
- National Training and ability to up skill your existing skill set.
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Finance Officer
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Save the Children Peterborough, United Kingdom Full timeKEY AREAS OF ACCOUNTABILITY · : Maintain complete books of accounts, as per Save the Children International SCI-Ukraine CO Finance Manual. · Prepare Bank and cash General Ledger and Cash Offline Spreadsheet (GLACOS), financial data entry on daily basis with trackers. · Ensure ...
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Assistant Director Finance
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SHDC (South Holland District Council) Spalding, United Kingdom Full timeAssistant Director – Finance · Application Deadline: 3rd May 2024 · Employer: South Holland District Council · Vacancy Type: Permanent/Full Time · Length of Contract: Permanent · Salary Range: £81,097 - £105,219 per annum · Location: Spalding, Horncastle, Boston · Job Summary · ...
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Commercial Finance Manager
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Claremont Consulting Peterborough, United Kingdom Full timeCommercial Finance Manager · A leading digital company are looking for a Commercial Finance Manager on a permanent basis to partner closely with cross-functional teams to put numbers into actionable insights, analysing marketing ROI to supporting new initiatives. Strong stakehol ...
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Senior Manager, Commercial Finance
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Claremont Consulting Peterborough, United Kingdom Full timeSenior Manager, Commercial Finance · A leading digital company are looking for a Senior Manager for Commercial Finance on a permanent basis to partner closely with cross-functional teams to bring financial and commercial insight to the forefront of the business. Your expertise w ...
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Order Processor/ Estimator
Found in: SonicJobs Direct Apply UK - 1 day ago
Interaction - Kettering Corby, United Kingdom Full timeInteraction Recruitment are pleased to be working alongside this successful manufacturing company based in Corby, Northamptonshire. · Our client has a strategy to create a consumer driven company with top class sales and marketing. Marketing over 20 strong brands, they employ ov ...
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Credit Controller
Found in: SonicJobs Direct Apply UK - 4 days ago
SF Recruitment (Leicester) Corby, United Kingdom Full timeSF are working with a brilliant Corby based company to help recruit a Credit Controller to join their well-ran Finance team on a full time, permanent basis. This opportunity requires an individual with excellent communication skills who is adaptable and enjoys working as part of ...
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Estimator
Found in: SonicJobs Direct Apply UK - 3 days ago
Pertemps Kettering Corby, United Kingdom Full timeJob Title: Estimator · Location: Corby, Northamptonshire · Located at: Office Based · Shifts / Hours: Monday to Friday dayshift · Salary: £25000 · Pertemps are recruiting for an Estimator to work with our manufacturing-based client based in Corby, Northamptonshire. · Our client h ...
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Management Accountant
Found in: Ziprecruiter UK C2 - 3 days ago
Anglia UK Spalding, United KingdomJob Description · Management Accountant · Spalding – South Lincs · Site based with some flexibility on start/finish time · Broster Buchanan are delighted to be working in partnership with Anglia UK as they look to appoint a Management Accountant. · Company Overview · With over 25 ...
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IFA Administrator
Found in: Click to Hired UK C2 - 1 day ago
Paradigm Employment Services Spalding, United Kingdom Permanent, Full timeIFA Administrator · Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine diff ...
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Financial Administrator
Found in: Click to Hired UK C2 - 3 days ago
Paradigm Employment Services Spalding, United Kingdom Permanent, Full timeFinancial Administrator · Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuin ...
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Practice Management Accountant
Found in: Jooble UK O L C2 - 3 days ago
Anglia UK Spalding, Lincolnshire, United KingdomManagement AccountantSpalding - South LincsSite based with some flexibility on start/finish timeBroster Buchanan are delighted to be working in partnership with Anglia UK as they look to appoint a Management Accountant.Company OverviewWith over 25 year's experience, Anglia UK is ...
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Management Accountant
Found in: Jooble UK O L C2 - 3 days ago
Anglia UK Spalding, Lincolnshire, United KingdomManagement AccountantSpalding – South LincsSite based with some flexibility on start/finish timeBroster Buchanan are delighted to be working in partnership with Anglia UK as they look to appoint a Management Accountant.Company OverviewWith over 25 year's experience, Anglia UK is ...
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IFA Admin
Found in: Jooble UK O C2 - 4 days ago
Paradigm Employment Services Spalding, Lincolnshire, United KingdomExciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area. Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clie ...
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Digital Rights Manager
Found in: Jooble UK O C2 - 3 days ago
Fremantle Media Group Netherlands, United Kingdom(Junior) Digital Rights Manager (f/m/d)Reporting to: Rights(Junior) Digital Rights Manager (f/m/d) Your tasksAsset Management:Approving assets for YouTube and YouTube MusicCreating reference files using Content ID policyManaging ownership conflicts and transfer requestsOnboarding ...
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Assistant Director Finance
Found in: beBee S2 UK - 6 days ago
SHDC Spalding, United Kingdom Full timeAssistant Director - Finance · Application Deadline: 3rd May 2024 · Employer: South Holland District Council · Vacancy Type: Permanent/Full Time · Length of Contract: Permanent · Salary Range: £81,097 - £105,219 per annum · Location: · Spalding, Horncastle, Boston · Job Summary ...
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Assistant Director Finance in Spalding)
Found in: beBee S2 UK - 2 hours ago
Ad Warrior Ltd Spalding, Lincolnshire, England, United Kingdom PermanentAssistant Director - Finance · Application Deadline: 3 rd May 2024 · Employer: South Holland District Council · Vacancy Type: Permanent/Full Time · Length of Contract: Permanent · Salary Range: £81,097 - £105,219 per annum · Location: Spalding, Horncastle, Boston · Job Sum ...
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Group Financial Controller
Found in: Ziprecruiter UK C2 - 3 days ago
The ONE Group Ltd Weston Hills, United KingdomJob Description · The ONE Group are proud to be partnering exclusively with the Broadgate Group, a family-owned business based in Spalding with a proud history and an excellent reputation in the local house building sector as they look to appoint a Group Financial Controller. · S ...
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Finance Procurement Controller
Found in: Jooble UK O C2 - 5 days ago
The ONE Group Ltd Weston Hills, Lincolnshire, United KingdomThe ONE Group are proud to be partnering exclusively with the Broadgate Group, a family-owned business based in Spalding with a proud history and an excellent reputation in the local house building sector as they look to appoint a Group Financial Controller. · Since the creation ...
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MET Technician
Found in: Talent UK 2A C2 - 3 days ago
Octane Recruitment Bourne, United Kingdom Full timeMET Technician - BourneSalary: Up to £45,000 + Bonus OTE £50,000 + and company benefitsWorking hours: Monday to Friday 42.5 hrs OC17477My client is recruiting for an experienced MET Technician in the Bourne area.Fantastic benefits package that includes:Fantastic training and prog ...
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MET Technician
Found in: Click to Hired UK C2 - 4 days ago
Octane Recruitment Bourne, United Kingdom Permanent, Full timeMET Technician - Bourne · Salary: Up to £45,000 + Bonus OTE £50,000 + and company benefits · Working hours: Monday to Friday 42.5 hrs · OC17477 · My client is recruiting for an experienced MET Technician in the Bourne area. · Fantastic benefits package that includes: · Fantastic ...
Administrator / Finance Officer - South Holland, Lincolnshire, United Kingdom - Paradigm Employment Services
Found in: Jooble UK O C2 - 3 days ago
Description
Financial Administrator
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
Main Responsibilities for the successful Financial Administrator:
About the successful Financial Administrator:
