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Financial Services Administrator A well-established, friendly and professional financial advice and planning business is looking for a confident and experienced Financial Services Administrator to support the smooth running of its Yateley office. This is a varied role for someone who enjoys a fast-paced environment, takes pride in outstanding client service and is happy to get involved in both managing and completing day-to-day workload. If you’ve also worked in the following roles, we’d also like to hear from you: Financial Advisor Administrator, IFA Administrator, Financial Administrator, Financial Planning Administrator, Financial Adviser Administrator, Wealth Management Administrator, Client Services Administrator, Client Support Administrator, Financial Services Assistant, Administrator SALARY: circa. £28,000 to £38,000 per annum pro-rata LOCATION: Yateley, Hampshire JOB TYPE: Full-Time, Permanent (Part-Time Hours will also be considered and can be discussed during the interview) JOB OVERVIEW This is an excellent opportunity for a Financial Services Administrator to join a growing financial advice and planning business that supports clients across the UK. Working with the Operations Manager and wider remote team, you will provide efficient administrative support across client cases, provider communications, client review documentation, online systems, compliance records and general office activity. The role would suit someone with strong financial services administration experience, a professional and friendly approach, excellent attention to detail and the ability to prioritise work in a busy, client-focused environment. DUTIES Your duties as the Financial Services Administrator include: • Case Processing: Process brokered cases from application through to completion, • Client and Provider Liaison: Communicate with clients and product providers by telephone and email, route calls appropriately and handle basic and technical client queries where possible, • Review Documentation: Produce client planning review documentation accurately and efficiently, • Research Support: Carry out protection and general insurance research as required, • Systems Administration: Use online systems to enter, obtain and collate information, producing relevant documentation where required, • Policy Retention: Support the business retention of existing policies, • Meeting Coordination: Arrange and participate in meetings, conferences and team activities, • Compliance Records: Maintain registers and client information databases in line with internal compliance requirements, • Workload Management: Prioritise workload to ensure activities are timely, compliant and completed to agreed performance standards, • Service Improvement: Contribute positively to service levels and KPIs, identifying opportunities for improvement, • Office Support: Complete general office duties including scanning, filing and other tasks that support the effective operation of the service CANDIDATE REQUIREMENTS • Previous experience within the financial services sector, including administration and processing experience, • A strong client service ethic, • Understanding of working with and extracting data from financial services platforms, • CII exams or an equivalent qualification to A Level standard, • Friendly and professional attitude with a proactive, can-do approach, • Microsoft Office experience, • Confident written, verbal and face-to-face communication skills with colleagues, clients and providers, • Able to commute within a realistic travelling distance of the Yateley office, • Accurate keyboard and data entry skills, • Good time management with the ability to prioritise workload and meet challenging deadlines, • Excellent attention to detail HOW TO APPLY To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-P14976 Full-Time, Permanent Admin Jobs, Careers and Vacancies. Find a new job and work in Yateley, Hampshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | http://www.awdo.co.uk AWD-IN-SPJ

Senior Management Accountant An excellent opportunity for a Senior Management Accountant with budgeting, forecasting, financial reporting, statutory accounts, stakeholder management and financial governance experience. If you’ve also worked in the following roles, we’d also like to hear from you: Management Accountant, Finance Business Partner, Finance Manager SALARY: £52,414 to £57,870 per annum + Benefits LOCATION: Hybrid – working from the office in Wokingham, Berkshire (RG40) and from home JOB TYPE: Full-Time, 18 Month Fixed Term Contract WORKING HOURS: 37 Hours per Week JOB OVERVIEW We have a fantastic new job opportunity for a Senior Management Accountant to join a finance business partnering team on an 18-month fixed term contract. As a Senior Management Accountant you will provide strategic financial advice, budgeting, forecasting, financial reporting and year-end support, working with senior stakeholders and service budget holders. The Senior Management Accountant will support governance, statutory accounts, financial systems, process improvement and training, helping services make sound, value-for-money decisions. APPLY TODAY Ready to make your next career move? Apply Now for our Recruitment Team to review. DUTIES Your duties as the Senior Management Accountant include: • Financial Business Partnering: Support senior stakeholders, managers and service budget holders with strategic financial decision-making, • Budgeting and Forecasting: Support financial planning, budget monitoring, forecasting, year-end closedown and statutory returns, • Financial Reporting: Deliver timely, accurate and insightful financial reports to management and senior finance stakeholders, • Governance and Compliance: Promote strong financial governance and share best practice on legislative and guidance changes, • Process Improvement: Identify, develop and support initiatives that improve service delivery and financial processes, • Stakeholder Relationships: Build and maintain strong working relationships with internal teams, senior staff and external parties, • Training and Development: Assist with the delivery of financial acumen training to upskill managers and service teams, • Service Support: Support the business to become more commercially minded while maintaining effective financial control CANDIDATE REQUIREMENTS • Degree-level, equivalent relevant professional qualifications or expertise, • Qualified or actively working towards Professional accounting qualifications, CIPFA, ACCA, CIMA or equivalent, • Strong business partnering and stakeholder management skills, • Proactive self-starter with the ability to drive change and challenge the existing processes, • Strong problem solving skills and able to analyse complex issues and deliver practical, value adding solutions, • Advanced data analysis capabilities and strong understanding of financial systems and reporting tools, • Experience or awareness of the housing sector is desirable, but not essential BENEFITS • 31 days annual leave, rising by 5 days after 5 years of continued service, plus bank holidays • Local Government Pension Scheme • GP Helpline available 7 days a week • Employee Assistance Programme including a 24/7 Your Care Helpline • Free eye tests and flu vaccines • Free onsite gym • Salary sacrifice schemes including car and Cycle to Work schemes • Local and lifestyle discounts • Move through Menopause course • Sports and social group activities including running, football, cricket and more • Learning and development opportunities • Employee networks APPLY TODAY… By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose. JOB REF: AWDO-C14882 Full-Time, Contract Accounting Jobs, Careers and Vacancies. Find a new job and work in Wokingham, Berkshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online. AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. AWD online operates as an employment agency. awd online | http://www.awdo.co.uk AWD-IN-SPJ