3,245 Banking jobs

Our client is one of the biggest Financial Services firms in the UK and has a large network of chartered professionals to help guide individuals who are looking to build their own career, develop networks and grow a business. Perhaps you have come out the military and looking for a new career or potentially from a sports professional looking for the next chapter or even possibly from teaching background looking for a new profession. Are you a graduate looking to further your qualifications in Financial services? Are you looking to be your own boss and manage your workload? Are you prepared to work hard to become a financial adviser? The Opportunity This is an opportunity to join one of the UK's leading Financial Service firms as a Trainee Financial adviser with a market leading Academy programme, during the academy you will be on a FastTrack course to become a financial adviser gaining the relevant qualifications to start your own Financial Advising business, succeeding the academy you will receive and gain valuable advice from experienced Financial Services professionals. This is a Self-employed position, however you will receive £6000 in your first 6 months to support you whilst you gain the foundations and support to start your own successful business. After the initial 6 months you will be able to advise and generate your own income. You will be sponsored for the Financial Planning Level 4 Diploma Qualification What's needed to be considered In order to be considered for this unique opportunity, candidates need to have - The ability to be self-employed and the desire to grow your own business The desire to earn a high income Before joining the academy, you will need to complete RO1 You will be driven, motivated, sociable, have emotional intelligence and have strong people connections What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Self Employed Advisor, IFA, Trainee IFA, Financial Adviser

Investment Administrator role - leading Wealth Management Group My client is part of a leading Wealth Management group. They are an Investment Management business in the popular location of Salford Quays and are looking to augment their team by recruiting an Investment Administrator to work out of their office there. You'll be dealing with a variety of aspects of Investment Management Administration - such as fund switches, platforms, MI info, new business, inflow/outflow figures and the newsletter, amongst other duties, making you a pivotal member of the team. A competitive salary of £22,000 per annum will be on offer and support is given to get you through your Investment Management Certificate/CFA Quals and progress within the role! On-site parking is also available within this role. Ideally, you'll have experience as an IM/Investment Administrator, have a good working knowledge of Fusion/7M Platforms, be on route to the IMC exams (or keen to progress towards them) & able to work as part of a successful team in a sort after location! Click and apply ASAP for this role as a short list is being drawn up as we speak!

Graduate Financial analyst Exciting opportunity to join a young and vibrant business on a mission to change small business lending in the UK. The company provides a flexible and simple funding product to help businesses achieve their goals. The company has strong financial backing and is growing rapidly, and this is a unique opportunity to join the organisation in an exciting growth phase. The role is suitable for a recent graduate who is well-organised, diligent and motivated. You'll be working closely with senior management, and there is significant scope to develop in the role. Role is based in West Hampstead near Finchley Road tube (NW3), Key tasks include Analysing and assessing potential customers(small businesses across the UK) and assisting management in making a lending decision. This includes analysing credit reports, financial statements and understanding general industry trends Liaising with sales team, management and customers during the application process It's a small team so you'll also be assisting management with various administrative tasks including some accounting, operations and general administrative tasks A number of ad-hoc projects Skills and experience University degree in Accounting or Business. Recent graduate or up to 2 years experience in accounting, financial analysis, underwriting, or auditing(up to 2years) Excellent written and verbal English Strong computer skills (esp in excel) Organised and diligent Salary of £-£p.a.

Our client is one of the biggest Financial Services firms in the UK and has a large network of chartered professionals to help guide individuals who are looking to build their own career, develop networks and grow a business. Perhaps you have come out the military and looking for a new career or potentially from a sports professional looking for the next chapter or even possibly from teaching background looking for a new profession. Are you a graduate looking to further your qualifications in Financial services? Are you looking to be your own boss and manage your workload? Are you prepared to work hard to become a financial adviser? The Opportunity This is an opportunity to join one of the UK's leading Financial Service firms as a Trainee Financial adviser with a market leading Academy programme, during the academy you will be on a FastTrack course to become a financial adviser gaining the relevant qualifications to start your own Financial Advising business, succeeding the academy you will receive and gain valuable advice from experienced Financial Services professionals. This is a Self-employed position, however you will receive £6000 in your first 6 months to support you whilst you gain the foundations and support to start your own successful business. After the initial 6 months you will be able to advise and generate your own income. You will be sponsored for the Financial Planning Level 4 Diploma Qualification What's needed to be considered In order to be considered for this unique opportunity, candidates need to have - The ability to be self-employed and the desire to grow your own business The desire to earn a high income Before joining the academy, you will need to complete RO1 You will be driven, motivated, sociable, have emotional intelligence and have strong people connections What's next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Self Employed Advisor, IFA, Trainee IFA, Financial Adviser

Discretionary Investment Administrator Discretionary Fund Management firm who pride themselves on committing to social impact investing, competitive salary with good benefits. Main Responsibilities: Set up Discretionary Service accounts, including client portal access and regulatory reporting functions. Accurately and efficiently set up new policies on an internal system once all requirements have been met. Use internal system to add and update fee expectations including liaising with Accounts Sending applications to Third party companies with clear instruction for processing. Liaise with third parties to obtain progress updates on cases. Work closely with the Investment team Process cash withdrawals to clients and third party companies Assisting with seminars You must have have: Excellent Excel skills Previous experience working in a DFM/Investment environment Excellent organisational skills Ability to prioritise work appropriately Desire to work in a fast pace environment High attention to detail Ability to work to a deadline Have a good knowledge of basic Financial servicing products

Role Summary This role is to provide administration services in the various operational teams within EFSL - EFSL Operations, Postal Sharedealing, Corporate Sponsored Nominee processing - in order to deliver a quality service to customers in line with agreed service standards. The teams are responsible for regulated product processing activities for both onshore processing & supporting the offshore team (where applicable). Performance will be measured against agreed business & personal objectives & against the business Values and Behaviours. Department Information Teams provide back-office processing allowing customers buy, sell and hold investments. Core Duties/Responsibilities Meeting targets for accuracy, quality and volume and agreed service levels Satisfactory resolution of queries (self) Customer satisfaction Achievement of agreed business objectives/service standards Contribution to team service levels Willingness to contribute to wider department objectives When required provide project support ensuring own deliverables are on time and to specification Ensure compliance with EFSL policies, processes, procedures and guidelinesa Specifically ensure compliance at all times with all relevant regulatory and statutory requirements with particular attention to CASS requirements relevant to the role Always to undertake the duties of this role in accordance with the requirements of the company's Regulators, including FCA's Principles for Business Skills, Capabilities and Attributes Good communication skills (both written and oral) Ability to learn new tasks with minimal supervision Ability to plan tasks and keep to timescales Ability to identify system/process improvements Self-organisation Self-motivation

Client Liaison Support - Our client provides expertise and specialist accounting advise to a wide range of business across the South West. The main purpose of this role is to provide all aspects of admin support to a team of financial planners generating and maintaining excellent customer service. This is a varied role and requires someone who is confident at dealing with people at all levels within a professional capacity. Responsibilities: Develop and maintain excellent relationships with all clients of the business, continually seeking to enhance the profile of the Company. Ensure all processes, procedures and client communications are conducive to a high standard of customer care. Act as main point of contact for both new enquiries and existing client queries. Arranging appointments, organising logistics and liaising with clients as required Raising invoices and providing accounts support Issuing client letters of engagement and producing client reports Maintaining client database General administration including scanning/filing documents, binding and archiving documents and sorting the post as needed Requirements: Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Maths Computer literate, with working knowledge of Microsoft Office Experience using Intelligent Office desirable but not essential Efficient, methodical, organised, punctual and able to work independently Creative thinker, to be able to come up with new ideas to improve customer service standards A keen attention to detail Able to work under pressure and prioritise workloads to meet client expectations Customer service and administration experience This is a varied role and requires a self-motivated individual who can prioritise their own workload and think on their feet. If you offer experience of working within a financial services environment, then this would be a distinct advantage. Keywords: Financial Services jobs, Financial Administration jobs, Client Liaison job, Finance Jobs, Finance jobs Torquay, Financial Services jobs Torquay Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.

Share our passion for delivering the best? This role could be for you…. We're working hard to offer a real alternative to banking as usual and we can't do this without a team of truly awesome people behind us. To help us do this, we're looking for an experienced Marketing Project Manager to join our Marketing Delivery Team. This is a fantastic opportunity for someone with a natural gift for delivering projects. You'll lead a portfolio of marketing projects, making sure they're properly scoped, planned, resourced and budgeted. You'll deliver using our best practice project management methodologies, either independently or as part of a wider business initiative. You'll be hands-on, actively managing resources and stakeholders to make sure each project is on time, on brand and on budget. Sound good? We're looking for someone with experience of delivering against objectives and plans. You'll have a track record of leading in a financial services environment and excellent communication skills. Like all Virgin businesses, we love to challenge the norm, so you'll need to be comfortable questioning the status quo, with a mindset focused on continuous improvement. If this is you, we'd love you to apply. Our aim is to nurture a skilled, diverse and committed workforce. Regardless of your background, you can share our purpose, reach your potential and be rewarded appropriately for your contribution to our success. Working in a way that enables you to meet your commitments inside and outside of work can be fully supported at Virgin Money. If you currently have a flexible arrangement or are looking for one, tell us! We're happy to talk about it. Salary - from £36,500 depending on experience, plus a great range of benefits. Contract - 12 month maternity cover. Location - Newcastle or Norwich Please note, any job offer will be subject to pre-employment screening checks - including credit, criminal record and reference checks.

Credit Risk Consultant London Up to £50,000 plus competitive benefits package Are you a Credit Risk Analyst looking to make the step up to Consultancy? As a successful candidate you will be involved in the delivery of credit risk analysis projects, using SAS, to major Retail Banks, Credit Card and Debt Management companies in the UK & Europe. THE COMPANY The client is a dynamic and entrepreneurial and boutique specialist credit risk consultancy based in London with operations and clients across the UK specialising in credit risk consulting solutions. DAY TO DAY RESPONSIBILITIES Working on Complex modelling assignments as well as owning and leading modelling projects from end to end (Design, Develop and Validate). Use SAS on a day to day basis to work with big data sets within Financial Services. Evaluate the business impact of proposed new model implementations. Ensure you are always researching the market for potentially new rsik modelling approaches and techniques. Engaging with customers and managing a number of key strategic accounts from an analytics perspective. WHAT IS REQUIRED FROM YOU Experience of IRB and Basel II Modelling approaches or Scorecard development. Exposure to Capital and Impairment forecasting and stress testing. The ability to deliver and present analytical solutions using SAS. Knowledge of Risk Assessment methodologies. Excellent understanding of the drivers for profitability and the ability to present to stakeholders. BENEFITS You should expect to earn up to £50,000 plus company benefits. HOW TO APPLY? Please register your interest by sending your CV via the Apply link on this page. KEYWORDS Credit Risk Consultant - Consultancy - Credit Risk Consultancy - SAS - IRB - Basel II - Modelling - Scorecards - SCoring - Stakeholder Engagement - Capital - Impairment - Forecasting

This role is to review, approve and proactively develop member communications and material in line with FCA and TCF principles and the company's policy and framework. You will deliver a world-class broker experience in supporting brokers and internal customers in achieving their objectives in a compliant and effective manner. The Opportunity To review, approve and proactively develop member, provider and company applicable communications and material that is in line with FCA and TCF principles, whilst proactively identifying potential poor customer outcomes driven by communications and materials. Ensure relevant policies and procedures are updated as necessary where things change. Follow FCA rules and guidelines for financial promotions and adhere to the B2B and B2C approval processes. Provide assistance and guidance to members so that all financial promotions are compliant and broker guidance is available to brokers online. This will include promoting the use of the pre-approved templates and materials and ensuring the end customer is at the heart of everything we do. Contact brokers to acknowledge expired promotions. Complete regular website review to ensure content remains compliant and applicable. Maintain Toolbox department registers in order to demonstrate SLAs are met. This will include approval notifications and KPIs which will allow the production of timely management information. Work with colleagues to develop sales and marketing materials that support the delivery of key business objectives. Provide timely and accurate MI and data for your work on a regular basis. Identify risks and opportunities within your workload and highlight to ensure continual development in output and service, as well as risk mitigation within financial promotions. Keep relevant broker documentation up to date as and when necessary e.g. general terms and conditions. What's needed to be considered? In order to be considered for this unique opportunity, candidates need to have experience in the financial services sector Experience of high-quality service delivery in dealing with customers Strong understanding of FCA rules and guidelines in respect of financial promotions General knowledge of FCA regulation including TCF Basic knowledge of Advertising Standards Agency rules What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Synonyms: Marketing Assistant, Marketing Compliance

The Opportunity This opportunity will see you take the first step into the largest asset class in the world, foreign exchange. Working with the head of desk, you will be trained on knowledge of different currencies while correlating that information with current affairs to appropriately identify and target companies or high net worth individuals, to qualify their current currency solutions and build long term relationships through continuing transactions. Meet & exceed monthly, quarterly and yearly revenue targets Lead sourcing Networking Keep up to date with worldly events & FX rates Client prospecting You You will need to be articulate, confident and can display a clear level of intelligence to win new business opportunities. We are looking for a result driven individual who is highly motivated with outstanding interpersonal skills and possesses the aptitude to work under their own initiative to strict deadlines and targets. Your communication skills both written and verbal will need to be of the highest calibre. Graduate or 6 months B2B sales experience (Both would be desirable) Resilient, Determined & perseverance are your key attributes Willing to learn and receptive to new ideas Why should you apply? You will join one of our established FX payment providers that will give you ongoing support & career development, with clear defined incentives to ensure you prosper. Up to £27,500 salary £35,000-£40,000 first year OTE Ongoing training plan Contributory pension (After agreed period) Private Healthcare (After agreed period) Gym memberships Company A fully FCA regulated Foreign Exchange brokerage, based in London, recognised in The Sunday Times top 100 best small companies to work for list. With access to over 130 major and local market currencies and a range of products offering both our corporate and private clients a strategic efficient approach to international trading, treasury and risk management. A company that has grown progressively to become a recognised market leader, with a reputation for looking after staff by offering a range of benefits and compensation packages. From monthly celebration of success to annual skiing trips, the focus is on harnessing professional talent and maintaining strong client relationships. Interested? Apply now! Key Words: Deliverable FX, Deliverable Foreign Exchange, Sales, Foreign Exchange, Equities, Derivate, Spot, Forward, Future, Option, Execution, Trade, Trader, Broker, Stock Broker, Corporate Sales, Trade Finance, Business Development, New Business, Lead Generation, Lead Generator, Account Manager, Solution Sales, Currency Consultant

The Opportunity This opportunity will see you take the first step into the largest asset class in the world, foreign exchange. Working with the head of desk, you will be trained on knowledge of different currencies while correlating that information with current affairs to appropriately identify and target companies or high net worth individuals, to qualify their current currency solutions and build long term relationships through continuing transactions. Meet & exceed monthly, quarterly and yearly revenue targets Lead sourcing Networking Keep up to date with worldly events & FX rates Client prospecting You You will need to be articulate, confident and can display a clear level of intelligence to win new business opportunities. We are looking for a result driven individual who is highly motivated with outstanding interpersonal skills and possesses the aptitude to work under their own initiative to strict deadlines and targets. Your communication skills both written and verbal will need to be of the highest calibre. Graduate or 6 months B2B sales experience (Both would be desirable) Resilient, Determined & perseverance are your key attributes Willing to learn and receptive to new ideas Why should you apply? You will join one of our established FX payment providers that will give you ongoing support & career development, with clear defined incentives to ensure you prosper. Up to £27,500 salary £35,000-£40,000 first year OTE Ongoing training plan Contributory pension (After agreed period) Private Healthcare (After agreed period) Gym memberships Company A fully FCA regulated Foreign Exchange brokerage, based in London, recognised in The Sunday Times top 100 best small companies to work for list. With access to over 130 major and local market currencies and a range of products offering both our corporate and private clients a strategic efficient approach to international trading, treasury and risk management. A company that has grown progressively to become a recognised market leader, with a reputation for looking after staff by offering a range of benefits and compensation packages. From monthly celebration of success to annual skiing trips, the focus is on harnessing professional talent and maintaining strong client relationships. Interested? Apply now! Key Words: Deliverable FX, Deliverable Foreign Exchange, Sales, Foreign Exchange, Equities, Derivate, Spot, Forward, Future, Option, Execution, Trade, Trader, Broker, Stock Broker, Corporate Sales, Trade Finance, Business Development, New Business, Lead Generation, Lead Generator, Account Manager, Solution Sales, Currency Consultant

An excellent opportunity has arisen for an experienced Commercial Property Underwriter within a market leading provider of commercial finance, based out of there offices in Surrey. Key Responsibilities/Requirements: Underwrite Commercial Property deals between £500k - £10m+ (preference will be towards the higher end). The role will be focused on trading businesses (covering hotels, service offices, trading businesses, healthcare businesses). Wider knowledge of Corporate Banking required. Working knowledge of Asset Based Lending Products preferable. Experienced in utilising a delegated authority. Experience of providing end to end support from initial credit discussions and credit papers, through to documentation negotiation and execution. Proactive individual capable of managing competing priorities. In return you will be rewarded with a competitive basic salary and a good range of additional benefits.

Interim Business Unit Accountant Location: Hoddesdon, Hertfordshire Contract: Full time, fixed term contract (17 months) The overall purpose of the role within the VolkerFitzpatrick (VF) Finance team is to provide 'first class' financial support and expertise to the largest business unit of the VolkerWessels Group in the UK. The role encompasses a range of responsibilities that are principally focussed around delivery of high quality and robust financial control and reporting for VF. The nature of the role demands a high calibre individual who is comfortable both in core financial reporting and forecasting and is able to identify opportunities to add value and enhance the performance of the business. Management of VF ledgers and balance sheet including balance sheet reconciliations Production of monthly management accounts and reports Monthly reporting to Group including exposure to consolidations Production of year-end statutory accounts, audit and reporting to Group Identifying areas for improvement in process or controls and proposing solutions Required Qualifications / Expertise: Qualified Accountant (ideally ACA) Strong academic background Experience of using reporting / consolidation tool to prepare reports

Our client is an International Banking that is looking to hire a Customer Onboarding Officer to join their team at Manchester Branch; Job Purpose: Accounts acquisitions for the Branch Banking channel. Need analysis, managing and growing relationships of key customers. Adherence to compliance policies and organization's standard operating procedures. Undertaking projects and assignment from time to time as directed by Supervisor. Area of Responsibility: Acquisition of Accounts for Personal and Business customers, including India Linked products like NR accounts and deposits. Enhance the relationship value of acquired customers and offer Bank's products and services following a need-based approach. Identification of prospective customers to offer products and services as per their need and increase customer base through acquisitions and deepening. Active daily engagement with customers through outbound telephone calls, emails and physical meetings. Regular and active participation in local community networking events and micro marketing activities for account acquistions. Delivery of assigned business goals as agreed with the supervisor, with specific focus on UK Accounts and Deposits and India Linked Deposit products. Lead generation, acquisition and managing Salary Corporate relationships and Account acquisitions thereof, for Branch Channel. Servicing of branch customers and processing financial and nonfinancial service requests from customers, as and when needed for the smooth operation of the branch. Ensuring requisite compliance with all applicable rules and regulations including specifically to KYC, AML requirements in line with the policies and procedures of Bank. To understand the market needs and give feedback to the Product Development Team to streamline the process and product gaps. Coordination with respective internal and external stakeholders, when required for effective product and service delivery. Functional Skills Selling skills Preparing and Making presentations Ability to engage in a conversation Managing MIS Ability to work on Microsoft Excel and access Knowledge of bank's products and services Knowledge of bank's procedures and processes Behavioral Skills Excellent communication and interpersonal skills and a team player Ability to multi-task and adapt to any situation or change Fast learner, energetic, and results-oriented Problem solver with good judgment Flexibility to travel for client meetings and other official assignments Professional, honest and efficient Conduct customer's business professionally and keep their financial information confidential Work well under pressure Drive for results Interpersonal Effectiveness and Influencing Skills Process Orientation Analytical Thinking

Duties: Co-ordinates all on-boarding activities, including client transition operations, system configuration/oversight and data analysis, monitoring each component of the transition including data requirements, regulatory and compliance requirements, opening/servicing agreements, data transfer, coordination with third-parties, etc Main point of contact for Client Firm queries Manages static data and data transfer Identifies and works with Operational SME's as required Conducts pre-transition testing and quality review of products/solutions; advises client on corrective actions. Responsible for small to medium size on/off boarding projects Ensures client has submitted/provided all required documentation and files; provides quality review of submissions. Coordinates with business or data analysts for data file and business requirement review. Works closely with and provides support for Transition Consulting, Relationship Management and Account Management teams to ensure knowledge of client priorities and preferences and a seamless client experience. Participates in communications with internal and external stakeholders. At transition completion, briefs the client services and/or account management team on operational activities relevant for ongoing, long-term support. May prepare and conduct client training. Contributes to the achievement of team objectives Requirements: Develop and maintain effective relationships with clients, both internally and externally. Co-ordinate and lead workshops both internally and externally Knowledge of transfer market (funds, international and Crest) would be advantageous but not essential Experience/background in financial operations is preferred. Strong written and communication skills Excellent working knowledge of Microsoft Word, Excel, PowerPoint, Project and Access. Knowledge of Front office systems, i.e. Bloomberg, Fidessa and Pro-Quote etc. Flexibility to adapt to meet clients' needs Ability to cope with heavy workload by prioritising Project Management experience would be an advantage Client facing experience required