54 Budgeting jobs in the United Kingdom
Administrative Assistant in IT Financial Management
Posted 3 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial groups. Across the globe, we're 120,000 colleagues, striving to make a difference for every client, organization, and community we serve. We stand for our values, building long-term relationships, serving society, and fostering shared and sustainable growth for a better world.
With a vision to be the world's most trusted financial group, it's part of our culture to put people first, listen to new and diverse ideas and collaborate toward greater innovation, speed and agility. This means investing in talent, technologies, and tools that empower you to own your career.
Join MUFG, where being inspired is expected and making a meaningful impact is rewarded.
**OVERVIEW OF THE DEPARTMENT/SECTION**
Mitsubishi UFJ Financial Group (MUFG) is one of the world's leading financial groups. Headquartered in Tokyo and with approximately 350 years of history, MUFG has a global network with 1,100 offices in over 40 countries. The Group has over 140,000 employees, offering services including corporate banking, commercial banking, retail banking, wealth management, investment banking, capital markets, personal and corporate trust, and transaction banking.
The Group's operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japan's leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japan's largest securities firms.
Financial Management team is a part of the IT Planning, Reporting and Administration department (IPR). The role of the IPR department is to ensure communication and liaison with Head Office (HO) in Tokyo, for both Bank and Securities, as well as accountability for EMEA Technology wide reporting, management of resourcing processes, management of asset processes and administration of wider planning processes including annual budget planning.
**NUMBER OF DIRECT REPORTS**
**MAIN PURPOSE OF THE ROLE**
Financial Management team, IT Planning, Reporting & Administration Gr, governs IT Project budget-related things.
The individual in this role primarily focuses on the former part, i.e. Bank Project Governance, leads the business line with one direct report, and reports to Head of Financial Management team. The main purpose of the role includes:
+ Defining, establishing, and maintaining the Project governance framework and processes in MUFG Bank EMEA and continually assessing them for more effectiveness and productivity.
+ Managing IT Investment budgets across EMEA region so as to ensure financial discipline and maximise cost-benefit performance in close liaison with various major stakeholders in EMEA and counterparts in Bank Head Office.
+ Making effective use of accumulated Project data (e.g. cost owner, agreed cost allocations, etc.), serving as a bridge between Investment and Expense realms.
**KEY RESPONSIBILITIES**
+ Specifically, you will be accountable and responsible for taking appropriate action with respect to the Company's and EMEATechnology, including:
+ Responsible for:
+ Manage the Bank Project Governance business line in the team
+ Establish and maintain system investment-related procedures in Bank EMEA
+ Proactively drive continuous improvement of the relevant processes and procedures (including various workflows) and templates in line with organisational needs
+ Manage investment budget and funding demands of all Bank system development projects in EMEA in a timely and accurate manner
+ Scrutinise IT solutions, project plans and development costs through investment project application form review processes, Provide guidance on procedures, processes, tools and techniques. Facilitate collaboration between stakeholders in this respect.
+ Manage/maintain databases and create reports for decision-making
+ Support Technology management with ad hoc tasks as and when required
**WORK EXPERIENCE**
Essential:
+ Demonstrable practical experience with demand and financial planning required; previous experience with PMO/PLC processes and controls beneficial
Preferred:
+ Experience working in IT department in banking industry
**SKILLS AND EXPERIENCE**
**Functional / Technical Competencies:**
Essential
+ Basic knowledge of IT beneficial
+ Skills in detailed format checks and checking the consistency of amounts
Preferred:
+ Advanced Microsoft Office Skills, in particular MS Excel, IT literate
+ Highly numerate, analytical and logical, with attention to detail and the ability to systematically break apart complex problems
**Education / Qualifications:**
Essential
+ Degree level education
Preferred:
+ Preferably degree educated or similar qualification or practical experience
+ Japanese Language skills beneficial
**Please note MUFG operate a hybrid working policy with 3 days per week in the office.**
We are open to considering flexible working requests in line with organisational requirements.
MUFG is committed to embracing diversity and building an inclusive culture where all employees are valued, respected and their opinions count. We support the principles of equality, diversity and inclusion in recruitment and employment, and oppose all forms of discrimination on the grounds of age, sex, gender, sexual orientation, disability, pregnancy and maternity, race, gender reassignment, religion or belief and marriage or civil partnership.
We make our recruitment decisions in a non-discriminatory manner in accordance with our commitment to identifying the right skills for the right role and our obligations under the law.
At MUFG, our colleagues are our greatest assets. Our Culture Principles provide a roadmap for how each of our colleagues must think and act to become more client-obsessed, inclusive and innovative. They reflect who we are, who we want to be and what we expect from one another. We are excited to see you take the next step in exploring a career with us and encourage you to spend more time reviewing them!
**Our Culture Principles**
+ Client Centric
+ People Focused
+ Listen Up. Speak Up.
+ Innovate & Simplify
+ Own & Execute
Financial and Management Accountant
Posted 3 days ago
Job Viewed
Job Description
Are you ready to make a real impact in a growing, innovative SME where your ideas count and your contribution is truly valued? We are looking for an accountant to join a privately owned business that's expanding and investing for growth.
We are seeking an experienced and strategic finance leader to join our team. This pivotal role will oversee all financial functions, ensuring robust financial control, strategic insight, and team leadership across the business.
What You'll Be Doing :
- Financial Control & Compliance : Lead all aspects of financial management, including payroll, VAT, pensions, audits, and regulatory compliance, ensuring timely and accurate reporting.
- Management Reporting & Analysis : Deliver detailed monthly and quarterly management accounts, profit and cash flow forecasts, margin analysis, and performance metrics to support decision-making.
- Team Leadership & Development : Support, mentor, and develop other members of the finance team, ensuring high performance, cross-functional collaboration, and career progression.
- Cash, Risk & Working Capital Management : Drive cash flow forecasting, risk and insurance management, and improvements in working capital, credit control, and internal controls.
- Stakeholder & Relationship Management : Build and maintain strong relationships with external advisors, including auditors, bankers, insurers, and legal representatives.
- IT & Systems Oversight : Oversee collaboration with external IT and cyber security providers to ensure robust systems support for finance operations.
What We're Looking For :
- Desirably qualified accountant (e.g., ACCA, CIMA, ACA or equivalent)
- Proven experience using Sage accounting software
- Strong background in financial accounts and reporting
- Solid financial management expertise, including budgeting and forecasting
- Hands-on experience with P&L reporting and analysis
- Background in manufacturing
Package & Benefits :
- circa 45,000 - 50,000 base salary
- Private health care
- Death in service
- Enhanced pension scheme
Why work here?
An autonomous, standalone role where you oversee and drive improvements to make your mark in the business.
Please reach out for a confidential chat or apply with your must upto date CV.
Financial and Management Accountant
Posted 3 days ago
Job Viewed
Job Description
Are you ready to make a real impact in a growing, innovative SME where your ideas count and your contribution is truly valued? We are looking for an accountant to join a privately owned business that's expanding and investing for growth.
We are seeking an experienced and strategic finance leader to join our team. This pivotal role will oversee all financial functions, ensuring robust financial control, strategic insight, and team leadership across the business.
What You'll Be Doing :
- Financial Control & Compliance : Lead all aspects of financial management, including payroll, VAT, pensions, audits, and regulatory compliance, ensuring timely and accurate reporting.
- Management Reporting & Analysis : Deliver detailed monthly and quarterly management accounts, profit and cash flow forecasts, margin analysis, and performance metrics to support decision-making.
- Team Leadership & Development : Support, mentor, and develop other members of the finance team, ensuring high performance, cross-functional collaboration, and career progression.
- Cash, Risk & Working Capital Management : Drive cash flow forecasting, risk and insurance management, and improvements in working capital, credit control, and internal controls.
- Stakeholder & Relationship Management : Build and maintain strong relationships with external advisors, including auditors, bankers, insurers, and legal representatives.
- IT & Systems Oversight : Oversee collaboration with external IT and cyber security providers to ensure robust systems support for finance operations.
What We're Looking For :
- Desirably qualified accountant (e.g., ACCA, CIMA, ACA or equivalent)
- Proven experience using Sage accounting software
- Strong background in financial accounts and reporting
- Solid financial management expertise, including budgeting and forecasting
- Hands-on experience with P&L reporting and analysis
- Background in manufacturing
Package & Benefits :
- circa 45,000 - 50,000 base salary
- Private health care
- Death in service
- Enhanced pension scheme
Why work here?
An autonomous, standalone role where you oversee and drive improvements to make your mark in the business.
Please reach out for a confidential chat or apply with your must upto date CV.
Management/Financial Accountant
Posted 8 days ago
Job Viewed
Job Description
This permanent Management/Financial Accountant position is an exciting opportunity to contribute to the accounting and finance department in the manufacturing sector. The role is ideal for a professional seeking to apply their expertise in financial reporting and management within a growing organisation.
Client Details
The company operates within the manufacturing sector and is recognised for its innovative contributions to the field. As a small-sized organisation, it offers a focused and collaborative environment for its employees, providing opportunities to make a meaningful impact.
Description
- Prepare and deliver timely financial reports to support business decisions.
- Manage budgets, forecasts, and cash flow processes with precision.
- Ensure compliance with accounting standards and regulatory requirements.
- Collaborate with internal stakeholders to analyse financial performance.
- Oversee general ledger and month-end closing processes.
- Support external audits by providing accurate financial data and documentation.
- Identify opportunities for process improvement in financial operations.
- Assist in strategic planning and contribute to financial modelling.
Profile
A successful Management/Financial Accountant should have:
- A relevant qualification in accounting, finance, or a related field.
- Proficiency in financial reporting and management accounting.
- Strong knowledge of accounting standards and regulations.
- Experience with accounting software and financial systems.
- An analytical mindset with attention to detail.
- The ability to work effectively in a team-oriented environment.
Job Offer
- Competitive salary ranging from 40,000 to 45,000 GBP per annum.
- Permanent role offering stability and career progression.
- Opportunities to work within the manufacturing sector.
- Collaborative and supportive company culture.
- Located in the Gloucestershire area.
If this Management Accountant role aligns with your skills and aspirations, we encourage you to apply today!
Management/Financial Accountant
Posted 18 days ago
Job Viewed
Job Description
This permanent Management/Financial Accountant position is an exciting opportunity to contribute to the accounting and finance department in the manufacturing sector. The role is ideal for a professional seeking to apply their expertise in financial reporting and management within a growing organisation.
Client Details
The company operates within the manufacturing sector and is recognised for its innovative contributions to the field. As a small-sized organisation, it offers a focused and collaborative environment for its employees, providing opportunities to make a meaningful impact.
Description
- Prepare and deliver timely financial reports to support business decisions.
- Manage budgets, forecasts, and cash flow processes with precision.
- Ensure compliance with accounting standards and regulatory requirements.
- Collaborate with internal stakeholders to analyse financial performance.
- Oversee general ledger and month-end closing processes.
- Support external audits by providing accurate financial data and documentation.
- Identify opportunities for process improvement in financial operations.
- Assist in strategic planning and contribute to financial modelling.
Profile
A successful Management/Financial Accountant should have:
- A relevant qualification in accounting, finance, or a related field.
- Proficiency in financial reporting and management accounting.
- Strong knowledge of accounting standards and regulations.
- Experience with accounting software and financial systems.
- An analytical mindset with attention to detail.
- The ability to work effectively in a team-oriented environment.
Job Offer
- Competitive salary ranging from 40,000 to 45,000 GBP per annum.
- Permanent role offering stability and career progression.
- Opportunities to work within the manufacturing sector.
- Collaborative and supportive company culture.
- Located in the Gloucestershire area.
If this Management Accountant role aligns with your skills and aspirations, we encourage you to apply today!
Director, Financial Crimes Solutions Product Management
Posted 2 days ago
Job Viewed
Job Description
_Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._
**Title and Summary**
Director, Financial Crimes Solutions Product Management
Who is Mastercard?
Mastercard is a global technology company in the payments industry. Our mission is to connect and power an inclusive, digital economy that benefits everyone, everywhere by making transactions safe, simple, smart, and accessible. Using secure data and networks, partnerships and passion, our innovations and solutions help individuals, financial institutions, governments, and businesses realize their greatest potential.
Our decency quotient, or DQ, drives our culture and everything we do inside and outside of our company. With connections across more than 210 countries and territories, we are building a sustainable world that unlocks priceless possibilities for all.
Overview:
Mastercard's Financial Crime Solutions team is looking for a Director, Anti-Money Laundering (AML) Solutions Product Management, to drive the delivery of our product roadmaps. The ideal candidate is passionate about helping our customers to reduce financial crime, highly motivated, intellectually curious, analytical, and possesses an entrepreneurial mindset.
Financial Crime Solutions (FCS) is a cross-functional team under Fraud & Resiliency within the Services division of Mastercard, overseeing solutions that are dedicated to safeguarding businesses and consumers from various financial crimes. Made up of our product management; data science, operations and technology partners, we have launched solutions that detect and prevent financial crime, with advanced technologies, data analysis techniques and industry best practices to identify suspicious patterns, behaviors, and transactions on a global scale.
Role:
- Report to the VP, AML Solutions Product Manager and work closely with global and regional leads to drive product strategy, strategic development and launch of new products within AML Solutions.
- Acts as a subject matter expert, outline business requirements and lead the data science, CX, and development teams through the definition, and launch of new products for our customers and in support of AML solutions objectives.
- Leverage Mastercard's product management framework to manage the delivery of ongoing innovation and enhancements to Financial Crime Solutions products from concept to commercialization.
- Business case definition, go-to-market plans, and data analysis for new product concepts and framing for AML Solutions
- Assessment and development of expansion plans with clear value to address key customers and market needs
- Develop deep understanding of customer behavior and market trends by analyzing relevant data to inform product strategies and forecasting.
- Understand the Software Development Lifecycle and surface any barriers or obstacles to deliver new product opportunities on time and budget.
All about you:
We are looking for a proficient agile person with interest and passion for payments and/or fintech, banking, financial services, and anti-money laundering.
- Experience in the Payments ecosystem, especially in Money Laundering detection, is an advantage.
- Experience managing financial crimes products for financial institutions either on the issuing or acquiring space.
- Experience with Machine Learning, working closely with Data Science teams.
- Incorporate and understanding of financial crime and the broader payments ecosystem into ongoing product management (e.g. regulatory, legal, technology, competitive, technology environment etc.)
- Have curiosity, agility, creativity, and a team player attitude.
- Lead by example with hands-on approaches to demonstrate product management excellence and share best practices
- Be eager to learn, develop and get involved, be ready to roll up your sleeves.
- Strong analytical and problem-solving skills with an ability to identify key issues, structure analysis and synthesize large amounts of data, and provide recommendations effectively
- Enjoy working and building relationships in multicultural matrix organization.
- Have strong written and verbal communication skills in order to clearly articulate and simplify complex topics.
- Demonstrate a commitment to continuous learning by leveraging the learning & development curriculum to augment existing knowledge, skills and experiences.
**Corporate Security Responsibility**
All activities involving access to Mastercard assets, information, and networks comes with an inherent risk to the organization and, therefore, it is expected that every person working for, or on behalf of, Mastercard is responsible for information security and must:
+ Abide by Mastercard's security policies and practices;
+ Ensure the confidentiality and integrity of the information being accessed;
+ Report any suspected information security violation or breach, and
+ Complete all periodic mandatory security trainings in accordance with Mastercard's guidelines.
Management Consultant - Financial Modelling & Business Case - London
Posted 6 days ago
Job Viewed
Job Description
Capgemini Invent
At Capgemini Invent, we believe difference drives change. As inventive transformation consultants, we blend our strategic, creative and scientific capabilities, collaborating closely with clients to deliver cutting-edge solutions. Join us to drive transformation tailored to our client's challenges of today and tomorrow. Informed and validated by science and data. Superpowered by creativity and design. All underpinned by technology created with purpose.
Your Role
Our Financial Modelling & Business Case team are looking for experienced Senior Consultants and Managing Consultants to join the team.
As part of our Corporate Experience practice, our Business Case & Financial Modelling capability combines modelling, accounting and consulting experience to identify, quantify and realise value. We operate across the full breadth of our sales and delivery cycle, driving robust analysis to build confidence in the value we can realise for both our clients and ourselves.
In this role you will:
- Lead the design, development, and delivery of robust business cases and financial models to support strategic decision-making across a range of industries
- Work on some of our largest deals, providing a clear quantification and articulation of the potential ROI
- Proactively identify client opportunities through the analysis of financial information (public and private)
- Create detailed (but easily understandable) financial models to estimate the impact of potential investments on business performance
- Contribute to the growth of the Financial Modelling & Business Case capability by developing thought leadership content, collaborating with internal teams across Capgemini, and building capabilities through innovative offerings and assets
As part of your role you will also have the opportunity to contribute to the business and your own personal growth, through activities that form part of the following categories:
- Business Development – Leading/contributing to proposals, RFPs, bids, proposition development, client pitch contribution, client hosting at events.
- Internal Contribution – Campaign development, internal think-tanks, whitepapers, practice development (operations, recruitment, team events & activities), offering development.
- Learning & Development – Training to support your career development and the skills demand within the company, certifications etc.
Your Profile
Experience and expertise in the following areas is expected:
- Developing compelling business cases, highlighting the benefits (financial, operational & qualitative) and ROI of investments.
- Ability to rapidly analyse public accounts to drive insight and opportunity areas.
- Identifying key value drivers of transformations and utilising benchmarking information to inform improvement assumptions.
- Knowledge of applying AI to accelerate Financial Modelling & Business Case work.
- Demonstrating strong commercial insight to assess the value, feasibility, and risks of complex initiatives.
- Using advanced Excel skills and a deep understanding of financial modelling principles, investment appraisal techniques (e.g. NPV, IRR, payback), and sensitivity analysis.
- Translating analytical outputs into clear, actionable insights for senior stakeholders.
- Managing projects effectively, including leading multidisciplinary teams and manage multiple priorities.
- Excellent communication and presentation skills, both written and verbal, including the ability to craft compelling investment cases for C-suite stakeholders.
- Being able to prove and track the value realised from a broad range of investments.
- Fostering collaboration, commitment to mentoring others and building internal capability.
Required certifications or licenses - Preference for fully or part-qualified Chartered Accountant (CIMA/ACCA/ICAEW/ICAS) or equivalent
What You'll Love About Working Here
You have an exciting opportunity to join our team and contribute to expanding the business, build client and internal relationships, support market activity, and be part of the team advising on some of our largest deals and most high-profile work.
We are delighted to have received the “Glassdoor Best Places to work UK’ accolade for 4 consecutive years, to see what it’s like to work at Capgemini Invent, visit our Glassdoor page
Need to Know
At Capgemini we don’t just believe in inclusion, we actively go out to making it a working reality. Driven by our core values and Inclusive Futures for All campaign, we build environments where you can bring you whole self to work.
We aim to build an environment where employees can enjoy a positive work-life balance. We embed hybrid working in all that we do and make flexible working arrangements the day-to-day reality for our people. All UK employees are eligible to request flexible working arrangements.
Employee wellbeing is vitally important to us as an organisation. We see a healthy and happy workforce a critical component for us to achieve our organisational ambitions. To help support wellbeing we have trained ‘Mental Health Champions’ across each of our business areas. We have also invested in wellbeing apps such as Thrive and Peppy.
CSR
We’re also focused on using tech to have a positive social impact. So, we’re working to reduce our own carbon footprint and improve everyone’s access to a digital world. It’s something we’re really serious about. In fact, we were even named as one of the world’s most ethical companies by the Ethisphere Institute for the 10th year. When you join Capgemini, you’ll join a team that does the right thing.
Whilst you will have London, Manchester or Glasgow as an office base location, you must be fully flexible in terms of assignment location, as these roles may involve periods of time away from home at short notice.
We offer a remuneration package which includes flexible benefits options for you to choose to suit your own personal circumstances and a variable element dependent grade and on company and personal performance.
About Capgemini
Capgemini is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society. It is a responsible and diverse group of 340,000 team members in more than 50 countries. With its strong over 55-year heritage, Capgemini is trusted by its clients to unlock the value of technology to address the entire breadth of their business needs. It delivers end-to-end services and solutions leveraging strengths from strategy and design to engineering, all fueled by its market leading capabilities in AI, cloud and data, combined with its deep industry expertise and partner ecosystem. The Group reported 2023 global revenues of €22.5 billion.
Be The First To Know
About the latest Budgeting Jobs in United Kingdom !
Financial Planning Assistant
Posted 5 days ago
Job Viewed
Job Description
My client is a leading Financial Planning firm based in Central Leeds, providing Financial Planning services to both businesses and individuals throughout the UK, with regards to Pensions & Retirement Planning & Investments.
We are urgently seeking a Financial Planning Assistant to join the growing team in the Central Leeds offices. The main purpose of the role is to provide first line administrative and technical support to the Financial Planning Consultants, and be the main point of contact for clients, and maintain a high level of client service at all times.
Specifically you'll:
Provide relevant documentation ahead of FPC client meetings;
Obtain relevant research relating to proposed advice;
Compile suitability letters based on the advice being given;
Process new business;
Ensure accurate completion of compliance requirements;
Respond to client queries; • Maintaining client records on XPlan;
Liaise with life offices and providers;
Ensure the administrative requirements are completed for the Client Review Process;
Contribute to new business development;
Proactively maintaining a high level of client service;
Carry out other administrative related tasks as required in support of the FPC.
We are seeking someone with ideally 2+ years experience working in a similar Financial Planning / IFA Administrative role supporting Financial Advisers with their Administrative tasks, with strong written and verbal communications skills, coupled with the ability to work with IT systems. It would be to your advantage if you have any further qualifications relating to Financial Planning, or have started to study towards a Diploma in Financial Planning.
Great salary and company benefits are offered with this role.
Financial Planning Administrator
Posted 8 days ago
Job Viewed
Job Description
Direct Response Employment Services are recruiting for a IFA Technical Administrator to join our clients team on a permanent basis . Our client is a highly personalised Wealth Management company specializing in expert financial planning advice for business owners, and private clients.
Key Duties:
- Provide comprehensive administrative support to the financial planning team.
- Assist in the preparation of documentation for client meetings, ensuring accuracy and attention to detail.
- Maintain and update client records and financial databases efficiently.
- Communicate effectively with clients and providers to facilitate smooth transactions and inquiries.
- Contribute to continuous improvement projects aimed at enhancing company processes and services.
What we are looking for:
We are looking for someone who has previously worked within a financial planning practice or a candidate who has studied within RO1, CF1, FA1 or equivalent. You will possess excellent communication and organisation skills along with excellent IT skills including excel.
On Offer:
- Salary: 25,000 - 30,000 depending on experience (Plus discretionary bonus)
- 23 days holiday plus bank holiday, increasing with length on service.
- Group Life Cover
- Group income protection
- Wellness programmes
- Paid Sick leave
- Ongoing support and training
Please note this role is fully office based with no remote working.
If you have the above skill set and interested in discussing this role further then please get in touch for an immediate chat.
Financial Planning Administrator
Posted 8 days ago
Job Viewed
Job Description
Recruit Wealth are delighted to be representing our fast growing, PE backed, national Financial Planning client with offices throughout the UK.
Our client now seeks to recruit several experienced Financial Planning Administrators to join their existing team in Cardiff, these are newly created roles to boost additional headcount.
The primary role of the Administrator is to support the Financial Planners and Paraplanners with the administration involved in the implementation of advice service. You will have key responsibility for ensuring client information is kept up to date and the Financial planners have everything needed in order to deliver exceptional service to clients.
Role Responsibilities:
- Ownership of the new business application process
- Process new business within target/service level agreements
- Engage with providers and other 3rd parties to ensure that new business can be processed timely and effectively
- Work collaboratively and communicate effectively with internal colleagues as well as external professionals such as providers, solicitors and accountants
- Action Letters of Authority and Transfer of Authority, following through with providers to ensure policy information is received
- Ensure that the correct documentation is provided to clients and providers and that internal systems contain a full record of all action taken
- Assist Financial Planners in actively chasing and providing updates on pipeline business when requested
- Work collaboratively with colleagues across the business to ensure that Financial Planners are prepared for client meetings.
- Answer telephone calls, ensuring that client, Financial Planner or 3rd party contact is effectively and compliantly fulfilled
- Action post in and out daily (when required). Sort, prioritise on receipt, scan and allocate appropriately.
- Issue documentation in line with company procedure
- Ensure that client complaints and/or breaches are escalated immediately to management/compliance
- Endeavour to deal with system generated tasks on the date due, ensuring that issues are escalated
- Ensure comprehensive client information is maintained in the back-office system.
Benefits of joining the business:
- 28 days holiday plus Bank Holidays
- Death in Service
- Private Medical Insurance
- Group Income Protection
- Employee Assistance Program
- Medicash
- Private Pension
- Discretionary, up to 10% company annual bonus
- Hybrid/Work from home
- Full support for further professional qualifications
A very generous salary is being offered, company bonus, excellent benefits as well as a professional and encouraging working culture are all available with this national brand.
Home/office hybrid working is fully supported during the working week.
Due to their strategic growth and future recruitment, the business will be highly attractive to all prospective candidates, there has never been a better time to join than now.
Staff retention is second to none with our client, we have represented them for years with excellent success.