8 Hsbc jobs in Birmingham

Financial Services Personal Assistant

BCR/AK/31740b

Competitive Salary (30,000+)

Bromsgrove

Bell Cornwall Recruitment is looking for an outstanding candidate to join one of the UK's leading Financial Advisory and Wealth Management Firms. They have a fantastic office in Bromsgrove, and offer hybrid working as well as flexible start/finish times for the Financial Services Personal Assistant position. This role requires a background in wealth management, and a robust knowledge of pensions, investments, protection and other products in the world of financial services.

The role:

• Client service and liaison are paramount for this role, building rapport and developing relationships so you are someone the client is thrilled to pick up the phone to
• Communication with providers and third parties, utilising investment platforms
• Administrative support to IFAs ad Paraplanners
• Maintain client records and data accurately

The ideal Financial Services Personal Assistant will have:

• Experience in financial services/ wealth management (must have)
• Understanding of multiple financial products such as pensions, investments and protection
• Experience with multiple investment platforms (highly desirable)
• Excellent communication skills and ability to build relationships with clients and colleagues
• Ability to commute to office in Bromsgrove- not well suited to a non-drive

Interested? Please click the 'APPLY' button now!

BCR aim to get back to all successful applicants within 24 hours however if you have not received a response within this period then it may be that your application has been unsuccessful.

BELL CORNWALL RECRUITMENT

We want to make finding a job that you will love as effortless as possible and can offer evening appointments to fit around your working life.

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(For the purposes of recruiting for this vacancy Bell Cornwall Recruitment is acting as a recruitment agency. Bell Cornwall Recruitment is an equal opportunities employer who welcomes applications from all age groups)

PA/Executive Assistants, Secretarial, Reception, Administration, Marketing, IT, HR, Law, Finance, Customer Services, Sales

• Assisting in the collection and analysis of financial data.
• Conducting market research and industry analysis.
• Supporting the preparation of financial reports and presentations.
• Performing basic financial modeling tasks.
• Learning and applying various analytical tools and techniques.
• Collaborating with team members on ongoing projects.
• Assisting with due diligence processes for potential investments.
• Maintaining accurate and organized databases and records.
• Adhering to all company policies and procedures.
• Participating in team meetings and contributing to discussions.
• Developing a foundational understanding of financial markets and investment principles.

• Prepare and review statutory financial statements in accordance with UK GAAP and IFRS.
• Develop and analyse management accounts, providing insightful commentary on financial performance.
• Prepare corporate tax computations and ensure timely submissions to HMRC.
• Assist with audit assignments, liaising effectively with external auditors.
• Provide proactive financial and tax advice to a diverse client base.
• Manage client portfolios, ensuring deadlines are met and expectations are exceeded.
• Identify opportunities for business process improvements for clients.
• Mentor and guide junior members of the accounting team.
• Stay updated on changes in accounting standards and tax legislation.
• Contribute to the overall growth and success of the firm.

• ACA, ACCA, or CIMA qualification (or equivalent).
• Significant post-qualification experience in a similar role.
• In-depth knowledge of accounting principles, standards, and tax regulations.
• Proficiency in accounting software (e.g., Xero, QuickBooks, Sage) and Excel.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong client management and communication skills.
• Ability to work under pressure and manage multiple priorities.
• Experience within financial services is advantageous but not essential.

Commercial Tech Lawyer (Financial Services). 6 month assignment. NQ+.

Our client is a market leading ALSP that is looking to engage a junior commercial tech lawyer with a financial services background for a 6 month assignment with an investment

• Lead and manage strategic consulting projects for financial services clients.
• Conduct market analysis, competitive benchmarking, and financial modeling.
• Develop strategic recommendations and implementation roadmaps.
• Advise clients on digital strategy, regulatory changes, and operational efficiency.
• Manage client relationships and stakeholder expectations at senior levels.
• Mentor and develop junior consulting staff.
• Contribute to business development activities, including proposal writing.
• Stay abreast of industry trends, regulatory developments, and technological innovations in financial services.
• Present findings and recommendations to client leadership teams.
• Ensure the delivery of high-quality, impactful client solutions.

Our client is a market leading ALSP that is looking to engage a junior commercial tech Lawyer with a financial services background for a 6 month assignment with an investment

Aubay is seeking an experienced IT Data Project Manager to lead a strategic migration from Oracle Bare Metal to Oracle Exadata Cloud @Customer (ExaCC) for our global client in the Financial Services sector. This role will be responsible for managing the full lifecycle of the migration project, ensuring alignment with data strategy, compliance, and performance goals. You will coordinate cross-functional teams, manage risks, and ensure delivery within scope, time, and budget. This role requires the successful candidate to be onsite in Solihull three days a week; this is a non-negotiable requirement.

Required Skills and Experience

• Proven experience managing Oracle infrastructure migrations, ideally from Bare Metal to ExaCC.
• Strong understanding of Oracle Cloud Infrastructure (OCI), Exadata architecture, and hybrid cloud models.
• Familiarity with data migration strategies, including downtime planning, rollback procedures, and validation.
• Experience working with DBAs, infrastructure teams, and cloud architects.
• Knowledge of data governance, security, and compliance in regulated environments (e.g. GDPR, BCBS 239).
• Agile Project Management, Scrum and/or Prince2 Certification.
• 7+ years of experience managing complex IT or data projects in Financial Services.
• Prince2 and/or Agile Project Management Certification.

Desired Skills and Experience

• Understanding of Exadata performance tuning and capacity planning.
• Familiarity with hybrid cloud governance models

Key Role Responsibilities

• Lead the end-to-end migration from Oracle Bare Metal to ExaCC, including planning, execution, and post-migration validation.
• Coordinate with Oracle engineers, infrastructure teams, and business stakeholders to ensure seamless transition.
• Manage risks related to data integrity, system downtime, and performance degradation.
• Ensure compliance with internal and external data handling and security standards.
• Track project milestones, budgets, and resource allocations using standard PM tools.
• Provide regular updates to the Project Steering Group and escalate issues as needed.