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We have an exciting opportunity for a Senior IFA Administrator to join a chartered, independent advisory firm based in City of London. The Company My client is a client-centric, chartered, independent advisory firm based in City of London. They specialise in wealth planning, asset management and employee benefits. Role To provide administrative support to the Director of a successful team and to any other members of the team who are in a technical support role. This is a busy administrative role assisting the team in delivering an outstanding holistic financial planning service to new and existing clients of the firm. The role will suit an experienced individual who enjoys working autonomously in a driven and high-performing team. Responsibilities * Use appropriate systems and processes to submit new business to providers * Obtain information from clients to facilitate annual suitability reviews * Obtain literature, illustrations and forms from providers and pre-complete basic client details * Prepare application forms and other documents for client signing or approval * Liaise with product providers to ensure all applications are received and completed. Attend to outstanding requirements, keeping other members of the team informed as necessary * Produce accurate client portfolio valuations and statements using Intelligent Office * Complete and assist with trades and portfolio re-balancing, as required * Assist with cash management control on client accounts (bonds, SIPPs, etc) * Close plans correctly on Intelligent Office in a timely manner and ensure income expectations are settled, if relevant * Ensure all client information is accurately maintained on internal systems (iO and Volume), including all written and electronic communication with clients and providers, and meeting notes * Schedule and manage follow up tasks relating to client meetings and business submissions using iO to monitor and accurately record tasks * Provide agendas and information requests prior to client meetings, if required * Prepare meeting notes following meetings, as required by the Adviser * Assist with the production of management information, as required by central teams To be successful you will need * Experience within the independent sector of the financial services industry, in a relevant administration role * Have comprehensive experience of using iO to perform an administrative role, as well as the required product and process knowledge to carry out the role effectively * Have excellent IT skills, being highly proficient in the use of Microsoft Office packages. A good working knowledge of Excel will be an advantage * Demonstrate excellent written communication skills and a high-level of attention to detail * Have sufficient understanding of the needs of financial services teams and FCA rules and compliance's, in order to effectively carry out the role * Relevant industry qualifications will be a distinct advantage * Can build strong proactive working relationships with the Adviser team, clients and providers If successful, you will benefit from * A salary of up to £33,000 * Discretionary bonus scheme * Life insurance cover x4 annual salary * Individual private medical insurance * Permanent health insurance * Company pension scheme If you are looking to become a part of an independent, Chartered boutique and relish the challenges of a busy environment and a fulfilling role then get in touch! Full job specification available. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy

An exciting new opportunity for an experienced Claims Handler has arisen within a corporate insurance Broker in Manchester. Company Our client is a corporate insurance Broker, with a reputation for delivering quality service which is driven by their in depth understanding of their clients as well as their technical insurance expertise. Role and responsibilities Working in an established team dealing with broad range of commercial, property and liability led claims. You will be responsible for working closely with your panel of clients, to deliver expert advice, insight and solutions to each claim. A focus of this role is to combine excellent technical claims knowledge and expertise with high quality communication with the client and the Insurer about achieving the best possible outcome. What you need to be successful for this role It is essential you have prior commercial claims handling experience, but critically you also need to have strong communication skills as a key part of this role is negotiating with Insurers for the best possible outcome for the client. What's on offer On offer is a fantastic working environment where the achievements and successes of the claims team are regularly recognised and rewarded. There is also the opportunity to progress your career towards a Claims Executive style role. Basic salary of up to £30,000 plus 25 days holiday, pension scheme, flexible working hours and relaxed dress code. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful

We have an exciting opportunity for an experienced Paraplanner to join a national, independent financial advisory firm based in Rickmansworth, near Watford. Role My client is looking for an experienced Paraplanner to provide paraplanning support ensuring the highest possible standard of client service delivery that is consistent, compliant and provided proactively. As a Paraplanner at this firm you will be working closely with Financial Advisers and Client Services Associates, to support the client advisory process, playing a key role in providing an all-important, quality sales support function through effective use of software, as well as following set processes and procedures. Responsibilities * Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed * Undertake quotes using relevant in-house platforms or request quotes from external providers * Undertake the necessary research and analysis, including: * Fund analysis * Product comparison * Product analysis * Fund research * Charges analysis * Compile suitability reports detailing the recommended advice to suit the client's needs, uploading the report into the system for the Financial Adviser to pick up remotely * Discuss the reports with the Financial Adviser, amending as necessary * Record, monitor and report on progress, completing the weekly logs to enable the Senior Paraplanner to review work-flow across the team To be successful you will need * Financial Planning Diploma Qualified (or equivalent professional qualification) * Demonstrable paraplanning experience * Demonstrable knowledge of and proficiency in research tools ideally to include at least some of the following: * Pension research: O&M * Fund and portfolio research: FE Analytics * Protection: Avelo Exchange * Annuity research: Avelo Exchange * Cash flow research: Voyant and distribution technology * Risk profiler: Distribution technology * Product comparison: Capita product comparator * Wrap comparison: Wrap comparator * Experience of, or understanding and a willingness to work with a centralised investment proposition, including: * Single fund multi-asset/multi-manager solutions * Discretionary Fund Managers * Model portfolios * Proven ability to work with templated suitability reports * Experience of including additional bespoke explanations for recommendations made outside of the standard template If successful, you will benefit from * A salary of up to £40,000 * 25 days leave, rising to 28 days with service * Contributory pensions * DIS x 4 * Cover: Private medical, critical illness and income protection If you match my client's requirements and this sounds like an opportunity you would be interested in hearing more about, then send across your CV and we will be in touch! Full job specification available. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful

Commercial Insurance Development Underwriter for M4 / M3 corridor area - £55000 to £65000. Your new company Commercial Insurance Company seek Development Underwriter for M4/M3 corridor. Your new role Working on a range of commercial business from £10k plus. Handling a large patch of brokers. What you'll need to succeed Ideally you will be in a Development Underwriter role and will be used to a role on the road and looking for that next step. For the right person, they do have a second vacancy where they will also consider a desk based Commercial Underwriter looking to take a step up to a new role. What you'll get in return This is a permanent role working for a large insurance company listed on the London Stock Exchange. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV. Hays Specialist Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job you accept the T&C's, Privacy Policy and Disclaimers which can be found at (url removed)

Are you currently working in an wealth management environment looking to work for an award-winning practice who deals with individuals with over £1 Million to invest? Are you looking for a business who have an open-door policy and will train and develop your understanding with one on one support and guidance? My client are based in the heart of West Yorkshire and are looking for an experienced Wealth Management Administrator to join their growing team. The business have triumphed through a decade of growth and only see this achievement within the forecast of the company. The team you would be based in have a relaxed approach and are trusted to work within agreed timescales with keen eye to detail. The business are looking for individuals with strong values around client services and care, further to this individuals with impeccable telephone skills and individuals who would deal well face to face with client engagement. The role has a technical background where you will be dealing with Discretionary Fund Managers, SIPP pension schemes, trusts, charities, IHT and drawdown therefore experience in these areas are key. In reward you will be offered a basic salary of up to £25,000 with a corporate employee benefits package, free parking, company socials, learning and development including CII examinations as well as corporate events and seminars. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful, we aim to contact you to discuss the opportunity in more detail within 2 working days. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful. If your application is unsuccessful, the information supplied may still be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy

Valuations Administrator - IFA Leeds city centre £18,000 - £23,000 + market leading benefits and bonus My client are an award winning Independent Financial Advisor organisation and they are looking to add a Valuations Administrator to their existing support team to work out of their office in Leeds city centre. The role will be to provide top quality administration support to the IFA's specifically within the provision of accurate and efficient valuations. You will develop strong relationships with third party product providers and deliver a first rate service to the advisors and their clients. The work involved has to adhere to strict industry regulations so needs to be completely quickly but also accurately and to high standard so someone with good organisational, time management and attention detail skills is a must. The ideal candidate will have experience working within a support function in an IFA/Wealth Management organisation and preference would be given to those with existing Valuations experience. My client will consider candidates from other financial services backgrounds who can demonstrate a willingness to learn and have a genuine passion and interest in forging a career within the IFA industry. In return you will receive a competitive salary plus market leading benefits and join a business where progression is actively encouraged and you will receive full support to acquire industry qualifications. Please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds (Apply online only), or connect via LinkedIn. Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age

An exciting new opportunity has arisen for an experienced Business Development Manager to join a highly reputable insurance company in Manchester. Role and Responsibilities Working as a BDM for a leading property and casualty Insurer who have a superb reputation with both their Broker Partners and staff across service levels and employee engagement scores. Working in a home based capacity for the Insurer, you will take on responsibility for an established panel of Broker accounts which account for a significant proportion of the insurers income in the region. You will develop strategic level relationships with Director level contacts within these Partner Brokers, as well as multi-tiered relationships through to Broking Manager level to ensure full penetration of the Broker accounts. What you need to be successful for this role This is a key appointment for the Insurer and they are looking to attract an experienced individual with a background in relationship managing key/large Broker accounts in the commercial insurance space. To be considered for this role it is essential you have a proven track record as a BDM with large value accounts. What is on offer On offer is a highly attractive salary of up to £55,000 + car, bonus, pension and attractive wider benefits package as well as full home working facilities. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful

Are you an Independent Financial Adviser who is looking to work high net worth clients with the average client holding £1.4 million? Are you looking to work for a business where you are respected, where you have a strong team of support and you have the flexibility required for a work-life balance? My client are based in the heart of West Yorkshire and are looking for an experienced Independent Financial Adviser to join their team on an employed basis. They are looking for an Independent Financial Adviser due to the growth of their business over the last decade. They are an award-winning practice who pride themselves on their expertise in the field and the service and advice provided to their clients. The business has a number of referrals into the business as well as a number of clients available for you to look after on joining the company. You will also be expected to attend key events in the calendar including seminars from introducers, CPD events for your professional development as well as networking in and around the region. Further to new business you will also be managing client relationships already within the business and conducting financial advice reviews. You must have strong knowledge of the FCA regulations and be competent and confident with the advice your provide to your clients. The key to success within the business is the level of service provided, this client is extremely client centric and focused on providing the best of the best. In reward you will receive a salary negotiable to the relevant to the individual in the region of £60,000 to £80,000 plus bonus as well as a strong employee benefits package, all examination support and free parking as well as a number of soft benefits. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful

A leading globalprovider of financial administration solutions. As one of Europe's leadingasset servicing platforms, The client interacts with almost 6m investors, administering and safeguarding £600bn of assets across 10 highly regulated markets. JOB DESCRIPTION Reconciliations: * Manage the workflow of all daily and monthly non-regulated reconciliations, ensuring that queries/exceptions are highlighted and raised with the respective business areas to ensure all issues are addressed and resolved within acceptable timescales. * Manage a team of 6-10 people * Show a high level of risk awareness * Show a willingness to question existing processes to find a better solution for all stakeholders * Reconciliations can be completed to the standard required. * Provide support for PRISM BAT testing, Regression testing and account/client migrations * Ensure Team is adequately covered and daily reconciliations are completed within internal deadlines * Ensure all ad hoc tasks are completed and signed off on the daily task list * Review and sign off a sample of daily reconciliations. * Complete ad-hoc reconciliations when necessary. General: * Provide leadership, supervision and guidance to team members * Ensure x-training occurs on all roles so sufficient cover is available at all times to cover absences * Review working practices to identify areas for improvement * Identify cost saving ideas and introduce initiatives to add value * Provide guidance and assistance to other Supervisors and Team Leaders to enable them to manage their teams effectively * Ensure procedures are maintained and up to date and reviewed at least annually or when changes to working practices occur * Conduct appraisals for members of staff within timescales set by Link * Ensure regular team meetings and staff 1-2-1's occur * Ensure desktop training and quarterly regular reading is completed within given timescales Whilst this is a reflection of the role it is not exhaustive and employees will be expected to be flexible and take on activities outside of those listed from time to time. QUALIFICATIONS * Preferred knowledge of the control and reconciliation of accounts gained over a minimum of 2 years * Knowledge of the relevant FCA regulations and escalation process would be beneficial * Experience in a leadership or supervisory role for a period of 2 years would be beneficial * Essential understanding and experience of banking technology and desk top applications * Prior knowledge of "Accurate" would be beneficial. ADDITIONAL INFORMATION • Innovation, change and continuous improvement • Supervisor/ People Management experience • Results focused • Technical awareness • Commercial awareness • Leadership and performance • Customer service If you have expeirence in FCA regulated enviorment, with reconcilations and supervisor or management expeirence then please apply now to find out more

A profitable, growing SME is looking to appoint an Accounts Assistant on a permanent basis. Based on the outskirts of Bradford, free parking is offered and there are great links to public transport. This is a newly created role due to rapid growth and will report directly into the Head of Finance. This is a great opportunity to join a small, friendly and well established finance team where you will be responsible for the full accounts process. This is an extremely varied role, providing full exposure to all aspects of accounts and would suit someone who is able to work towards deadlines and manage their own workload. The successful candidate will join a reputable company that really do develop and promote from within and will be given full training and development. You will be responsible for all aspects of accounting and financial management including:- - Processing payroll on a weekly and monthly basis and assisting with payment runs - Dealing with payroll returns such as RTI, P11D's and year end returns and assisting with the pensioners payroll - Ensuring completion of purchase orders for all expenses - Ensuring all purchase orders have correct authority before goods are ordered - Invoice approvals, validations and adjustments - Maintaining both the sales and purchase ledgers and being first point of contact for any queries -Issuing correct invoices within company time frames and posting cheques and BACS accurately onto the ledger - Reviewing ledger on a daily basis to ensure all balances are less than 7 days and to resolve any outstanding issues with relevant parties - Responsible for the credit control process for the business and chasing any outstanding monies both over the phone and via email - Carrying out bank reconciliations - Cash book postings and daily banking - Management of the company's credit cards and cash incentive process - Generating payment runs and processing petty cash The ideal candidate will have:- - All round accountancy experience within a similar role - The AAT qualification or have the relevant all round accounting experience - Ideally have had exposure to Sage Line 50 - Be self motivated and enjoy working in a fast paced environment working to deadlines - Strong Excel skills - Excellent organisational and communication skills - Have a hands on approach For further details please contact Gemma Watmough. Sewell Wallis acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers

I am currently recruiting for a Process Improvement Consultant - Lean Six Sigma, to work for a leading Investment Manager in London. Please find job details below: Role: Process Improvement Consultant - Lean Six Sigma Rate: £500 to £600 per day Location: Redhill, Surrey Responsibilities for the Process Improvement Consultant - Lean Six Sigma role: Process Reengineering will be responsible for reviewing and optimising End to End processes across the business in order to remove waste and non-value add activity. * Deliver rapid and effective improvements in business processes using Lean/sigma thinking to realise benefits. * Act as business partner to help sponsors and stakeholders to identify and prioritise opportunities for improvement - taking a cross functional view across businesses * Run end-to-end process reengineering reviews to identify waste and improvement opportunities business wide and in any location as necessary * Deliver training to the business, building capability in the front line to create a self-sustaining continuous improvement model. * Educate and enthuse others with Lean Thinking technique and spread the way of working. * To be responsible for delivery of the agreed benefits targets in each business area The Process Improvement Consultant - Lean Six Sigma will have: * Lean Six Sigma Black Belt accredited (or equivalent e.g. Cardiff University Lean Competency Framework) * Experience within a financial services environment is desirable * Excellent Stakeholder management skills at all levels of the business up to and including exec level. A proven ability to build and maintain strong relationships * Strong project management skills and ability to understand and maintain project governance. * Strong analytical thinking and ability to identify root cause. * Strong communication skills. Must establish good rapport and be able to communicate at all levels. * Ability to work at different levels of detail, including a grasp of big picture concepts and complex detailed issues. * Excellent planning, prioritisation, problem solving and organisational skills. * Experience of balancing multiple tasks and playing different roles depending upon the size/type of project. If the Process Improvement Consultant - Lean Six Sigma opportunity is of interest, you can either apply via the "apply" tab OR send a copy of your CV to Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. It is a company within the Allegis group of companies, the fourth largest staffing group in the world, (collectively referred to as the "Allegis Group"). TEKsystems, Aston Carter and Aerotek are trading names of Allegis Group Limited. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Statement available at (url removed) Please note when you give us your data, we will share it within Allegis Group and this involves the transfer of such data outside the European Economic Area, subject to the protections described in the Allegis Group Online Privacy Statement

Sewell Wallis are currently working on behalf of a leading services based business in their search to recruit a Credit Control Supervisor. This is a permanent position and is an exciting time to join a large, stable and secure business based within the South Leeds area. This is a newly created role that has emerged due to continuous business growth and expansion and is a great time for an experienced Credit Control Team Supervisor/Team Leader to get exposure to managing both onshore and offshore teams. This company pride themselves on the comfortable working environment and generous benefits and incentive package that they provide for their employees and are therefore renowned for their high levels of staff retention. The role will report directly into an extremely personable and approachable Credit Manager and the successful candidate will have full autonomy and responsibility over the credit control function. The key responsibilities of the role will be :- •Leading and managing a team of up of 6 Credit Controllers/Query Resolution Clerks •To maximise the recovery of amounts in accordance with contractual terms whilst providing a high level of customer service to both internal and external clients •Day to day overseeing and distributing workload out to the team and ensuring that daily and weekly targets around cash collection and debtor days are being met and exceeded •Able to manage an overseas based team and maintain that communication •Responsible for dealing with all complex or problematic queries that have been escalated •Maintaining strong financial controls in the processing of all transactions •Providing hands on support when needed in terms of calling clients to chase for outstanding monies and allocating cash to the ledger over month end or busy periods •Implementing new processes and procedures as and when required and providing full training and support to new and existing members of the team •To motivate and inspire the team and to encourage a results driven environment •Monitoring the teams' performance on a regular basis and addressing performance issues when needed •Holding regular one to ones with the team, documenting outcomes and tracking individual performance •Looking after a small portfolio of key clients to demonstrate best practice within the team •Able to lead various projects whilst managing the team The ideal candidate will:- •Have previous experience of debt management within a busy credit function •Have strong analytical and Excel skills and will be able to interpret and manipulate data •Be comfortable working in a fast paced, high volume, target driven environment •Have proven experience of motivating and leading a team and will be able to identify performance goals and be able to implement change to achieve continuous improvement. •Be able to demonstrate successfully managing multiple tasks and priorities •Have strong time management skills and will have excellent interpersonal skills •Be able to implement strategic initiatives across credit and collections •Have a flexible approach to working hours and will be happy working additional hours when needed For more information please contact Gemma Watmough Sewell Wallis acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers

Business Analyst 6 Month Contract London, Farringdon The overall purpose of the role is to support the launch of new Insurance products in the Business, Pet Insurance and Travel Insurance sectors. Working with teams across the business to define new operational and system requirements, and working with internal and external teams to implement new systems. Knowledge * Experience of Insurance, Business Insurance, Pet Insurance or Travel Insurance * Range of practical business analysis methodologies, frameworks, tools & techniques * Software development life cycle - especially iterative/incremental methods such as Agile, DSDM * Any knowledge of Swedish insurance market and or Swedish language would also be a major plus point KEY RESPONSIBILITIES * Devise innovative and practical solutions and processes to meet evolving business needs. * Identify all operational systems that require changes and document detailed functional requirements to meet relevant standards and timelines. * Identify and define interface requirements between all systems (including suppliers and external partners) to meet operational and customer needs. * Use business analysis techniques and tools proportionately to get to a 'good enough' design to progress a project/task. * Operate within available time and resources to balance optimal solutions and find expedient ways to achieve outputs quickly. * Identify and engage with stakeholders effectively and sensitively to maintain accuracy and buy-in. * Manage and evaluate feedback from conflicting business needs (customer, business, technology) to devise clear outputs that are based on majority fit and 'good enough'. * Apply critical thinking to enable the business to make informed decisions about priorities and to assess the benefits, impact and risks of changes. * Connect design elements across multiple work streams or projects to ensure the overall operating model is coherent. * Create process map operational flows at multiple levels (overall operating model, product-specific, function-specific) to meet operational demands. * Assess the impact on the existing operation of any given changes, and provide recommendations and solutions to close gaps identified. * Work in collaboration with key design resource to ensure proposed changes are coherent and to mitigate against any unintended consequences. * Ensure that new features and products are consistent with the Product Roadmap and Systems Architecture, and contribute as necessary to the evolution of this roadmap and architecture. * Define outcomes and key metrics for building intelligence and management information so that it is meaningful for the business. * Define a system test plan and use cases in conjunction with the QA & Test team to ensure appropriate testing is carried out and evaluated. * Plan and implement system training to ensure smooth implementation, including identifying training needs, creating staff training guides, delivering training to users on new or changed processes and systems, and creating Frequently Asked Questions. * Provide regular reports to ensure internal and external stakeholders are kept up-to-date with status. * Act to identify and manage risks and issues in conjunction with the Head of Programmes. * Contribute to the ongoing evolution of company best practices for business analysis and other processes. Experience * Use of a variety of practical business analysis methodologies, frameworks, tools, techniques, and the software development life cycle, and has applied these proportionately in BA or related roles * Working in business environments that have minimal structure and are still evolving regarding programmes and delivery of change * Experience of insurance retail products, systems and processes in insurance companies or related businesses Desirable experience includes: * Digital and B2C businesses * Start-up companies * Technology companies Education and Professional Qualifications Degree or equivalent in a relevant discipline Desirable: BA Accreditations such as IIBA, PMI-BA, BCS BA Diploma

My client are a well established chartered independent financial advisory practice who are looking for Paraplanners to join their team in Wakefield due to expansion of the business. The Paraplanner will report into the operations side of the business and support Advisers in non-client facing tasks. You will work within a team of Paraplanners surrounded with different levels of ability. The Paraplanner will be expected to check all paperwork is compliant to the FCA regulation, they will check the risk profile of the client has been determined correctly. Prepare documentation such as illustrations, suitability letters and draft recommendation reports that will be discussed with the Financial Adviser. Essentials for the opportunity: * A full understanding of the financial planning process and FCA regulations, financial crime and money laundering legislation as well as a deep understanding of data protection * Depth of knowledge surrounding pensions, investments, taxation and protection * Level 4 Diploma in Financial Planning or working towards * Soft skills such as time management, independent working and attention to detail are key in this role * IT skills including software packages such as Iress, FE Analytics and PPOL In reward you will be offered a salary of £35,000+ which is negotiable dependent on experience, a full employee benefits package as well as free parking, socials and support and payment of industry specific qualifications. Please visit the IDEX Consulting Ltd website for further opportunities. If your application is successful we will contact you to discuss the opportunity in more detail within 2 working days of receiving your application. If your application is unsuccessful, the information supplied may still be retained for use in connection with future vacancies. Due to the overwhelming application response we receive through various sources, should you not hear from us within one week then please assume your application has been unsuccessful

Accounts & Office Manager Working with a small manufacturing distributor based on the outskirts of Bideford, we are seeking an experienced Office Manager with accounting experience. The role of Accounts & Office Manager will include the following responsibilities: - Management of effective office operations including delegation of tasks - Team leadership - Oversee customer service, administration and shipping tasks - Manage the bought and sales ledgers - Oversee the staff rota - Internal liaison especially with other Supervisors - Provide support to the team - Staff mentoring, training and appraisals The ideal candidate will be a self-starter with a proactive and organised approach to team leadership. Able to manage own workload and oversee the workload of the team. Have excellent customer service skills and able to solve problems and handle customer complaints. Applications are invited from candidates who have significant experience in a similar office based role and must be fully conversant with accounting software (Xero or Sage a distinct advantage). NB - Shortlisted candidates applying for this Accounts & Office Manager vacancy will be contacted within 3 working days. In the event that you have not been contacted please consider that you are unsuccessful on this occasion. Accounts and Office Manager

Head of Regulatory Change Initiatives - £90,000 - £140,000 *This is a permanent role* The Role: My client is a leading global bank looking for a Programme Manager for their Regulatory Change function. This person would be managing the Global Banking and Markets regulatory change programmes to ensure that all are completed on time and within budget. The Role: * Responsible for the implementation of large scale global regulatory change programmes * Overseeing a large portfolio of regulatory programmes such as Initial Margin, FRTB, MiFID II, SFTR * To take a lead Programme Manager role on larger programmes * Engagement with senior stakeholders regarding upcoming or in progress projects * Managing multi-million pound budgets * Acting as a representative for the bank Candidate Requirements: * Deep regulatory knowledge of relevant global regulations * Previous experience managing global regulatory programmes * Knowledge and experience of operational functions within capital markets * Knowledge of operational processes and data governance * Knowledge of regulatory processes and industry trade associations Allegis Group Limited operates as an Employment Business and Employment Agency as set out in the Conduct of Employment Agencies and Employment Businesses Regulations 2003. It is a company within the Allegis group of companies, the fourth largest staffing group in the world, (collectively referred to as the "Allegis Group"). TEKsystems, Aston Carter and Aerotek are trading names of Allegis Group Limited. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Statement available at (url removed) Please note when you give us your data, we will share it within Allegis Group and this involves the transfer of such data outside the European Economic Area, subject to the protections described in the Allegis Group Online Privacy Statement

Our client, a well established Legal business based in Stafford requires a Legal Cashier for a permanent role. The Company A well-known legal company near the centre of Stafford who cover all legal requirements for individuals and businesses. The Role As a member of the accounts department the role is to support the Practice Manager with various accountancy tasks that include; raising client invoices for costs and disbursements, ensuring VAT is charged and recorded correctly, paying invoices using multiple methods. Ensuring that the relevant directors authorities are given on all payments, daily banking, processing inter-account transfers, bank reconciliations, recording all transactions on the legal software package, data entry, filing and producing financial reports for management. Additional responsibilities will include recording of HR information, setting up new employees and removing leavers, recording all absences and holidays. Processing expense claims for all employees monthly. Requirement The legal cashier position requires a good understanding of general accounting principles and practices as well as more specific knowledge in areas unique to the legal profession. The job requires the ability to work under pressure, use initiative and be focused and self-motivated always. A good eye for detail, excellent interpersonal skills and being computer literate are skills that I possess that have been developed further in this role. Company Benefits Offering a salary of £22,000. Hours are full time 9.00am - 5.15pm inclusive of one hour lunch break. Plus, other attractive benefits

A specialist insurance business based on the outskirts of Winchester is recruiting a Credit Controller for a 6 month fixed term contract to cover a maternity leave. Responsibilities: • Updating the cashbook • Chasing debt via phone, email and letter • Chasing high value invoices • Raising sales invoices • Assisting with ad hoc accounting duties Skills, attributes and experience • Experienced Credit Controller • Qualified by experience or studying towards an ICM qualification • Access to a car • Excellent verbal and written English In return you will receive a flexible working environment, onsite parking and to be part of a high performing team. The assignment is due to commence within the next 2 weeks to ensure a handover is completed. Sheridan Maine Recruitment Limited is acting in the capacity of a Recruitment Agency in relation to this role. Sheridan Maine complies with all relevant UK legislation and does not discriminate on any characteristics protected under the Equality Act 2010. In completing our application process, you are authorising us as a Recruitment Agency to contact you in connection with your application by email and / or telephone under GDPR Article 6(1)(a) and you are also consenting to receiving information via the same means in relation to Sheridan Maine providing you with work finding services. Our Privacy Policy and Data Processing & Retention Policies can be viewed on our website at (url removed). Should you wish, you may opt out at any time. Due to the high volume of applications we receive it is not always possible to respond to unsuccessful applicants. Therefore if we have not responded to your application within five days please assume that on this occasion your application has not been successful

Asset & Disposal Controller Salary: £competitive If you are a hardworking and committed individual looking for your next career move within a dynamic and growing business then this role is for you. Ideally you will have experience of asset disposal within a fleet or plant related business or experience within a plant hire business with good knowledge of plant & equipment within the utilities sector. An understanding of the Profit and Loss impact associated with asset replacement and management will be required. You will be a confident negotiator with disposal dealers/auction companies so will have excellent communication skills and ability to analyse and report. This exciting new role is to provide a robust process and governance around the disposal of plant & fleet assets and to provide other departments with information to facilitate accurate capex and cash flow budgeting around asset replacement. You will work directly for the Procurement manager and will provide future asset replacement schedules in support of the finance team in their preparation of cashflow budgets and to assist the procurement manager in volume related tender activity. You will also liaise with operational staff and facilitate the disposal of assets for the best commercial value whilst adhering to strict process and governance. Having identified the assets to be purchased you will be responsible for informing the hire department that the assets are arriving and giving instructions regarding whether the assets are replacing old assets or externally hires assets. * Using asset management information regarding the age profile of owned assets and the number of assets hired from the supply chain, identify and schedule the number of assets required within future parameters * Liaise with Plant & Fleet Directors to ensure volumes are not impacted positively or negatively by contract forecasts and agree final volumes. * Provide revised and approved data to Procurement Manager to maximise commercial opportunity of volume related procurement. * Implement a robust process for the disposal of assets, identifying assets for disposal, preparing the managing the preparation for sale and by preparing a suite of disposal methods/dealers. * Maximise the commercial gain on each and every asset disposed. * Manage and identify in conjunction with operations, assets that remain on hire that require replacing. * Facilitate the asset receipt process, including allocation of asset numbers, collection of technical data for input into various software systems. * Ensure that assets purchased are used to replace identified old assets and externally hired assets. * Ensure that stock records are correct by doing regular stock checks in each location. * Ability to multi-task; balancing the different and varied demands of the role, prioritising key tasks, ensuring work is completed in an organised, timely and accurate way. * Able to work quickly and accurately to deliver quality outputs and ensure the procurement process remains on track. * Have a pro-active approach to change, embrace continuous improvement, able to manage, prioritise and communicate effectively and be a strong team player. * Excellent communication and interpersonal skills - influences others and sells ideas effectively at the most senior level. * Able to build strong and sustainable customer relationships. * Full, clean driving license. Role will be based in Castleford with regular visits to our depot in Stevenage with quarterly visits to two further depots. We want you to work with us! Apply by sending your CV quoting reference number MUS/V/368/F 'Morrison Utility Services values diversity and welcomes applications from all sections of the community. We are committed to equal opportunities

IFA Administrator (Senior) We are recruiting for an IFA Administrator in the Bolton Area. As an IFA Administrator you will need to have: * The ability to prioritise workload. * Good organisational skills. * Be able to work to deadlines when under pressure. * Ideally have a minimum of 3/5 years within an IFA practice Details: * Salary: £30,000 * Working Hours: Monday to Friday 9AM - 5PM * Location: Bolton * Duration: Perm Role of an IFA Administrator * Familiar with Adviser Office or Intelligent Office or both. * Experience dealing with high net worth individuals. * Knowledge of SIPP's - specifically in conjunction with a DFM. * ISA's. * Inheritance tax planning arrangements * Onshore and Offshore Bonds. * Trusts. * Group Schemes - GPP's, Auto-Enrolment, GDIS, GPHI and GPMI * Preparing valuations/client reviews. * New business processing. Benefits of working with us as an IFA Administrator: * Pension Scheme * Death in Service * Income Protection * 25 days holiday If you are interested in the above role, please click apply