6 Hsbc jobs in Birmingham

Financial Services Personal Assistant

BCR/TH/31740a

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

Role Summary

Aubay is seeking an experienced IT Project Manager with cloud migration experience to join our global client in the Financial Services sector. Your core responsibility as the Project Manager will be to actively manage risks and deliver project deliverables in line with set timescales, budget and quality levels, in order to achieve the benefits predefined within the business case. You will

act on behalf of the Project Steering Group and run the project on a day-to-day basis, within specified constraints and requirements. The ideal candidate will be able to demonstrate they are an adaptive self-starter with previous experience delivering large-scale cloud migration projects within Financial Services.

Required Skills and Experience

• Agile Project Management, Scrum and/or Prince2 Certification

• Over 7+ years of experience managing simultaneous complex programmes / projects within Financial Services

• Experience of working within a matrix management programme and Business as Usual (BaU) environment

• Previous experience with large-scale cloud migration programmes

• Broad knowledge of IT platforms and technologies

• Knowledge of Software Application Development in both Waterfall & Agile

• Self-starter who will work on own initiative and drive others

• Delivery focused / results driven with effective problem-solving and leadership skills

• Effective risk assessment and management

• Excellent communication skills and stakeholder management ability

• Proven budget control and cost management experience

• Understanding of key legal and compliance regulations

• Strong MS Product skills including Outlook, Word, Excel, PowerPoint, Project, Microsoft Test Manager (MTM), Team

Foundation Server (TFS) etc.

Desirable Skills / Experience

• Business Analysis skills / professional qualification

• Awareness of IT Service Management such as ITIL

• Understanding of company data elements and security

Key Role Responsibilities

• Follow the established Project Management Methodology and produce key project management documents

• Prepare necessary reports, including status, specialist, and exception reports

• Identify, secure, and efficiently deploy both external and internal project resources

• Develop and maintain the project plan, monitoring activities and taking corrective actions as needed

• Review and accept work packages throughout the project lifecycle

• Manage budget, teams, and work streams day-to-day to ensure product delivery and meet specific project goals

• Conduct checkpoint meetings with project teams, clients, partners, third parties, and stakeholders to establish and

maintain effective relationships

• Identify, assess, and manage project risks, including contingency planning

• Conduct risk assessments at key points in the project lifecycle and address issues efficiently

• Make key decisions on behalf of the company, following direction from the Project Sponsor and Project Steering Group

• Adapt management style to project circumstances, team dynamics, and the level of change required

• Foster an environment where colleagues are encouraged to suggest continuous improvements

• Manage key stakeholders, adapting approach and stance as circumstances change

• Ensure compliance with legal, regulatory, and statutory obligations within the assigned responsibility area

• Participate in required training, building on own professional development and expertise

• Comply with Data Protection Legislation regarding information disclosure

About Aubay UK – Ahead of Innovation!

Aubay UK is a recognised InSourcing Partner for client-side deployment delivered across London. Our team, based in Canary Wharf, specialises in hiring IT professionals within London’s Energy and FinTech sectors, helping our clients to expand their operations with top-tier talent who are experts in their fields. We work exclusively with clients who are globally recognized as Energy Super

Majors/Financial Services and innovative FinTech players.

Aubay UK is the most recently started branch of Aubay Group. Aubay Group is an international Digital Services Company, listed on a Euronext Stock Exchange, who have been operating for 25 years in the European market and working alongside some of the biggest names in the Banking, Finance, Insurance, Energy, IT/Digital, Manufacturing, Transport and Telecoms sectors. With over

7,800 employees across 7 countries and 16 offices in England, France, Belgium, Luxembourg, Italy, Spain, and Portugal, Aubay Group generated revenues of €513 million in 2022.

What Aubay UK Offers

At Aubay UK, people are at the heart of our business. We offer a competitive remuneration package which includes a range of benefits. You will receive continuous support from our dedicated team of Talent Acquisition Specialists who will support your career development and success during your assignment with our client.

Other benefits include:

• 25 Days Annual Leave + Bank Holidays

• Pension scheme

• Work from home opportunities

• Access to Udemy training platform and conferences

• Discount on winter sports holiday at

• Opportunity to work directly for the client at the end of assignment

Our Client

Our client is a leading finance provider in the UK and Europe and is part of one of the world’s largest financial entities. In this fast paced digital first world, our client provides responsible consumer finance solutions in a B2B and B2C capacity and offer a variety of creative strategies and adaptable lending choices that convert aspirations into reality. Their vision is to be a driver of positive change and to provide helpful and affordable finance options that customers can trust and use every day.

Over the last 50 years, our client has built a portfolio of over 27 million clients and employs more than 20,000 employees globally – with a team of around 700 here in the UK. With their firm focus on creating a leading working environment with a strong emphasis on inclusivity and CSR, our client has been recognized as one of the top employers in the UK for three consecutive years.

Apply via our website -

This role requires you to be based in the UK and have the right to work in the UK.

Aubay UK is proud to be an equal opportunity employer. All aspects of employment decisions will be based on merit, competence,

performance, and business needs

Role Summary

Aubay is seeking a skilled Business Analyst (Data) with a background in financial services to support our client’s ongoing projects by managing change requests from the business, including system enhancements, bug fixes, API changes, etc. You will collaborate closely with stakeholders to elicit and document requirements, analyse business processes, and propose effective solutions to

enhance operational efficiency. As a Business Analyst, you will serve as a crucial link between the business stakeholders and the technical team, ensuring smooth communication and alignment of objectives.

Skills & Experience

• Minimum of 4+ years of experience in a Business Analyst role within financial services, with demonstrated ability to translate theory into practice.

• Strong analytical skills and ability to understand complex business processes and identify effective solutions.

• Excellent communication skills, with the ability to effectively convey technical concepts to non-technical stakeholders

and collaborate with the development team.

• Proven ability to build and maintain positive working relationships across all levels of the organization.

• Self-motivated and proactive, with a willingness to take initiative and drive results.

• Ability to prioritize tasks and make informed decisions in high-pressure environments.

• Tech-savvy with a willingness to learn new technologies as required.

• Bachelor's degree in Business Administration, Finance, Computer Science, or related field preferred.

Key Responsibilities

• Gather, analyse, and document business requirements, translating them into functional specifications, test plans, and documentation.

• Act as the primary interface between stakeholders, internal teams, and vendors, fostering strong working relationships for effective collaboration.

• Analyse requirements comprehensively, challenging assumptions and considering business implications across all areas.

• Provide accurate estimates, document business processes, and report progress regularly for effective project management.

• Represent the IT department in companywide projects, ensuring successful implementation and adherence to quality measures.

• Develop and execute comprehensive system test deliverables, ensuring business sign-off