9 Financial Administration jobs in the United Kingdom
Administrative Assistant in IT Financial Management
Posted 12 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 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 worldu2019s most trusted financial group, itu2019s 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 worldu2019s 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 Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s 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 Companyu2019s 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
Administrative Assistant in IT Financial Management
Posted 12 days ago
Job Viewed
Job Description
Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the worldu2019s leading financial groups. Across the globe, weu2019re 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 worldu2019s most trusted financial group, itu2019s 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 worldu2019s 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 Groupu2019s operating companies include Bank of Tokyo-Mitsubishi UFJ, Mitsubishi UFJ Trust and Banking Corporation (Japanu2019s leading trust bank), and Mitsubishi UFJ Securities Holdings Co., Ltd., one of Japanu2019s 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 Companyu2019s 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
Administrative Assistant in IT Financial Management
Posted 12 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
IT Vendor Risk & Financial Management Analyst
Posted 2 days ago
Job Viewed
Job Description
Recognised as a Great Place to Work, ITRS is an Enterprise SaaS provider with industry-leading solutions. Our prestigious customer base includes 90% of the world's top investment banks. We are backed by leading private equity investors and are rapidly growing.
Our headquarters are in Shoreditch - London's tech hub – with offices in other UK and global locations from the Netherlands to Manila, NYC and Florida. We pride ourselves on a diverse, friendly, dynamic culture - with a focus on internal promotion and developing our people.
Scope of RoleWe are looking for a systematic person to help with IT Controls, including organising IT Contracts, Costs and help with important ISD controls to join our team. You will be someone who can ensure the accuracy and compliance of contracts, manage costs, supporting and maintaining financial integrity, Security and regulatory compliance.
Reporting to our Global Head of IT in our London HQ, you will have the benefit or a hybrid work schedule.
As an IT Vendor Risk & Financial Management Analyst , you will:Contract Management:
- Organise and agree third party vendors security contact details of current and new contracts for IT Third party vetting process.
- Ensure all contracts comply with company policies, legal requirements, and industry standards.
- Review and add metal data to help maintain our contract database.
- Monitor contract deadlines, renewals, and termination dates, and coordinate with relevant departments.
Cost & Administration:
- Monitor project budgets and costs to ensure adherence to financial constraints and company policies.
- Project administration in costs, contract management, vendor management including RFI & RFP.
- Review and analyse cost reports, forecasts, and budgets to identify cost-saving opportunities.
- Support input and the preparation of IT financial budgets and reports.
- Reconcile discrepancies in contracted services vs services required in use, invoicing, and payment processes with IT, vendors and the finance team.
- Support the termination of IT contracted services that are not required.
Compliance and Risk Management:
- Support gathering of our requirements for IT DRBCP services and SLA requirements.
- Ensure compliance with all relevant regulations, laws, and standards related to contracts and costs.
- Support creation of procurement and contract framework and procedures.
- Identify potential risks associated with contracts and propose mitigation strategies.
Communication and Coordination:
- Guide communication between several business departments (e.g., legal, finance) to ensure smooth contract execution and cost management.
- Provide support and training to staff on contract management procedures/ cost control measures.
Documentation and Reporting:
- Maintain organised and accurate records of all contracts, cost reports, and related documents.
- Prepare regular reports on contract status, IT Controls, financial performance, and cost variances for management review.
- Support audits and provide documentation.
Requirements
You will have:- At least 2+ years of experience helping with IT contract administration, cost management, or a similar role.
- Experience with cost management practices.
- Experience working in with common IT Controls
- Professional certification in contract management (e.g., Certified Professional Contracts Manager - CPCM) or related field.
Benefits
- Health Insurance and Dental Health Cover for you and your dependants
- Employee Assistance Programme
- Pension
- Flexible Hybrid Working
- Enhanced Parental Leave
- Travel Insurance
- Life Assurance
- Income Protection
ITRS is an Equal Opportunity employer and Inclusion is part of our everyday life. We celebrate diversity and pride ourselves on providing an environment where all employees can be their authentic selves and have a voice, allowing everyone to contribute equally. We remain committed to advocating inclusion, diversity, and equality into our ITRS family as we grow and enrich our business.
We welcome applications from everyone in the community as we recognise that a diverse workforce is a stronger workforce.
Financial and Management Accountant
Posted 6 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 Accountant - Management Accounts & Tax
Posted 13 days ago
Job Viewed
Job Description
At Wonderbly, our mission is to connect the world together through our special gift books. We make personalised books that inspire boundless self-belief in children and celebrate love in all kinds of relationships. Our books have allowed over ten million readers to see themselves as the centre of their own stories.
Wonderbly is an award winning brand that operates at the intersection of print-on-demand, personalisation and D2C e-commerce. We have just been nominated for UK Publisher and UK Children’s Publisher of the Year in 2025 by the British book awards, having won the latter in 2021.
About the RoleWe are seeking a qualified finance professional to join our finance team in a key role that combines management accounting excellence with global tax compliance expertise. This position offers the opportunity to take ownership of critical financial processes while supporting our international expansion strategy across the group.
Please note this role is part time at 4 days per week, the salary displayed is based on a full time salary and will be pro rated.
Key Responsibilities Management Accounts & Reporting- Full ownership of management accounts preparation and monthly reporting for two companies within the group
- Produce accurate, timely financial statements and variance analysis
- Develop and maintain comprehensive management reporting packs for senior leadership
- Monitor and analyze key performance indicators and financial metrics
- Support budgeting and forecasting processes across assigned entities
- Lead sales tax registration processes as we expand into new international territories
- Manage ongoing sales tax submissions and compliance across multiple jurisdictions
- Stay current with evolving tax regulations in new markets
- Coordinate with local tax advisors and authorities as required
- Serve as primary point of contact for external auditors during statutory audits
- Prepare audit schedules and supporting documentation
- Coordinate year-end tax compliance and filings
- Liaise with tax advisors and ensure timely completion of all statutory requirements
- Take on additional finance responsibilities as assigned by the Finance Director
- Assist with special projects and business development initiatives
- Contribute to process improvements and system implementations
Requirements
Qualifications- Qualified accountant (ACA, ACCA, CIMA, or equivalent professional qualification)
- Strong academic background in accounting, finance, or related field
- Minimum 3-5 years post-qualification experience in a finance role
- Proven experience in management accounts preparation and financial reporting
- Experience with international tax compliance, particularly sales tax/VAT
- Previous involvement in audit processes and year-end procedures
- Exceptional problem-solving abilities with strong analytical thinking
- Highly self-sufficient with ability to work independently and prioritize effectively
- Excellent team collaboration skills and communication abilities
- Detail-oriented with commitment to accuracy and deadlines
- Adaptable and comfortable working in a fast-paced, growing environment
- Proactive approach to identifying and resolving issues
Benefits
Why Join Us?First and foremost, you should join Wonderbly because of the work we do. We’re on a mission to bring our meaningfully personalised products to everyone around the world. You’ll be surrounded by inclusive, diverse and self-motivated people inspired by this exciting mission.
We're a profitable and responsibly run, B-Corp certified business. We have clear processes with sensible expectations and are always looking to improve. We have a strongly supportive and inclusive culture and are still small enough for individuals to make a big difference.
We have exciting growth plans, we want to create deeper connections between customers and their important relationships into the heart of our books.
On top of that, you can expect:
- Competitive salary + bonus
- 5 weeks per year remote working (anywhere you like!)
- 28 days holiday, plus 8 bank holidays
- Hybrid working (3 days per week in office, 2 days remote)
- Pension scheme with matched contributions
- Mental Health support with Spill
- 1 fully paid charity day per month
- £500 per year budget to spend on courses and books with Learnably
- Health insurance to keep you and your family in tip-top shape
- Subsidised Gym membership
- Lunch and Learn sessions with inspiring speakers on various topics
- A dog friendly studio based near Kings Cross
- Regular socials (theatre trips, restaurants and our legendary in studio soirees every 4 months)
At our studio there is:
- Shower, secure bike storage (we are also part of the Cycle To Work scheme)
- Heaps of snacks, drinks, and comforts in our fully-stocked kitchen
- Group yoga / walking and other fun stuff
- Clubs for bookworms, runners, gardeners, aspiring poets and much more
Wealth Management / Financial Services Administrator
Posted 3 days ago
Job Viewed
Job Description
Are you an experienced administrator with a background in wealth management and new business processing?
Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.
Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.
Key Responsibilities:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Preparation of investment presentations and collation of documentation for client meetings.
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
- Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Manage and process new business applications efficiently and accurately
- Support wealth management operations with administrative tasks
- Liaise with clients, advisors, and internal teams to ensure seamless service delivery
- Maintain and update client records and documentation
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
- Assist with compliance and regulatory requirements related to new business processing
Criteria
- Proven experience in wealth management administration
- Strong knowledge of new business processing within financial services
- Excellent organisational and communication skills
- Detail-oriented with a commitment to accuracy
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Ability to work independently and as part of a team
Benefits
- Opportunity to work in a supportive and professional environment
- Career development and training opportunities
- Competitive salary and benefits package
If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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Wealth Management / Financial Services Administrator
Posted 6 days ago
Job Viewed
Job Description
Are you an experienced administrator with a background in wealth management and new business processing?
Our client in Belfast city centre is a dynamic financial services company and they are looking to hire a Business Services Administrator to join their team and play a key role in supporting their growing client portfolio.
Our client is a very reputable financial services firm committed to delivering exceptional wealth management solutions. Their team values precision, professionalism, and proactive client service.
Key Responsibilities:
- The provision of general administrative support to a team of Directors, Associate Directors and Senior Private Client Advisers.
- Preparation of investment presentations and collation of documentation for client meetings.
- Liaising with Tax Advisers, Solicitors, Brokers and Life Offices on behalf of servicing our clients.
- Auditing customer relationship management system to ensure records and supporting documents are accurate & compliant in preparation of client meetings.
- Manage and process new business applications efficiently and accurately
- Support wealth management operations with administrative tasks
- Liaise with clients, advisors, and internal teams to ensure seamless service delivery
- Maintain and update client records and documentation
- Updating and monitoring the CRM system on an ongoing basis; preparing documentation to comply with legislative requirements in data management for clients
- Assist with compliance and regulatory requirements related to new business processing
Criteria
- Proven experience in wealth management administration
- Strong knowledge of new business processing within financial services
- Excellent organisational and communication skills
- Detail-oriented with a commitment to accuracy
- A high level of proficiency in MS Word, Excel, Outlook and PowerPoint
- Ability to work independently and as part of a team
Benefits
- Opportunity to work in a supportive and professional environment
- Career development and training opportunities
- Competitive salary and benefits package
If you have the expertise and drive to excel in this role, we want to hear from you - Please send your CV to Colleen Farquharson via the apply link
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Management Consultant - Financial Modelling & Business Case - London
Posted 3 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 350,000 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 2024 global revenues of €22.1 billion.