URGENT – Accounts Administrator – Part time

Accounts Administrator – Part time

 Reporting to the Financial Controller you will be assisting with all aspects of transactional accounts processes. This is an interesting organisation with many different aspects to the company.

The role is part time – 20 – 24 hours a week.

Duties include:

  • Raise sales invoices
  • Preparation of balance sheet reconciliations monthly
  • Checking and processing expense claims and credit card statements
  • Purchase ledger admin
  • Payroll admin
  • Other tasks and general office support

Experience:

  • Previous experience in an accountancy role
  • Sage experience
  • MS Word, especially Excel
  • You will need excellent attention to detail
  • Strong organisational skills
  • Proactive and a fast learner.
  • Team player

Salary Guide: Up to £20 – £24,000 dep on experience pro rata.

The company are looking to interview as soon as possible.

It is Appoint Recruitments policy, as a matter of courtesy to respond to all applications within three working days. However, because of the volume of applications, we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It is company policy, as a matter of courtesy to respond to all applications within three working days. However because we are currently receiving a large volume interest to all vacancies we are unable to respond individually. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future



NEW – Part time Accounts Assistant

Part time Accounts Assistant 

We are seeking a competent and motivated individual to perform the key bookkeeping roles within a Bath based private office. The role will involve working across two divisions, namely a small in-house retail operation and secondly assisting with accounting and administration for the Estates division.

Responsibilities for the retail division include:

  • General accounts including purchase/sales ledger, bank reconciliations/payments, credit control, month end processes
  • Facilitating hourly contract payroll and associated staff holidays etc
  • Responsibility for producing monthly management reports
  • Preparation and submission of quarterly VAT returns
  • Year-end preparation for external audit

Alongside the responsibilities highlighted above the role will, over time, also include assisting the Estates division in the management of a substantial in-house land and farming portfolio. This will include:

  • Preparation and management of farm budgets, cashflows, accounts, records and reports
  • Co-ordination and administration of the farm’s health and safety policy
  • Undertaking residential property management alongside appointed professionals

This division uses a specialised software (training will be provided)

Additional duties will include assisting with general office management e.g. Reception, daily post, office supplies, general facilities etc. As a small, highly productive busy team it’s important you will be happy to turn a hand to ad hoc requests as needed.

Experience/Skills:

  • Essential experience/knowledge in transactional payroll
  • Experience in a general accounts /bookkeeping role
  • Preparation of Management Accounts/Month End
  • Knowledge of VAT Returns
  • Working knowledge of Sage
  • Competent with Microsoft applications including word and excel

Candidates should have a focus on attention to detail and have a mindset for change, improvement and innovation.

An interest in the countryside and rural affairs will be advantageous as will experience of retail.

The position is advertised as part time with a minimum of 20-25hrs per week. Hours of work can however be fitted around the candidate’s requirements.

Salary guide:  £25,000 – £30,000 pro rata – full time equivalent. – Dep on experience.

It is company policy, as a matter of courtesy to respond to all applications within three working days. However because we are currently receiving a large volume interest to all vacancies we are unable to respond individually. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future



Customer Service Executive

This is a fantastic opportunity to join a progressive and forward thinking organisation that will offer you an excellent training programme and career advancement.

The role involves being the initial point of client contact and the face of the company, mainly via telephone but also via email.

You will own the relationship with the company’s clients who are Financial Advisors and their support staff as well as Sales Team members.  This is a largely telephone based role so an excellent telephone manner is essential.

Strong relationship management and influencing skills, as well as being able to demonstrate market leading customer service skills, are a must for this role.  Financial services knowledge and experience is an advantage but an interest and willingness to learn is sufficient.

Responsibilities:

  • Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients
  • Manage high volumes of calls from Financial Advisors, Clients, Sales Team and Third Party Service Providers
  • Own and manage relationships with Financial Advisors and clients
  • Ensure technical referrals are dealt with in line with service standards and regulations
  • Investigate and resolve complex queries/issues within service standards ensuring ownership through to completion
  • Assist with issues on any potential cases by obtaining outstanding information
  • Provide support and training to the team
  • Opportunities may arise to get involved in technical projects related to area
  • Complete all tasks in line with service standards, procedures and compliance guidelines
  • Meet all Financial Conduct Authority regulations
  • Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards
  • Ensure that the Treating Customers Fairly principles are adhered to, supporting Customer Service improvement initiatives, raising any areas for concern with either line manager or compliance

Skills & Experience:

  • Customer Services experience
  • Experience in financial services a distinct advantage
  • Previous telephony experience
  • PC Literate, in particular MS Office Products
  • Good academic record Good attention to detail
  • Excellent interpersonal and communication skills
  • Ability to work well individually and as part of a team
  • Ability to work well under pressure, and to tight deadlines
  • Proactivity and confidence
  • Organisational skills
  • Investment Operations Certificate (IOC) or equivalent industry recognised qualification would be an advantage

£20 – £25,000 DOE

 

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.



Client Services Executive, Bath

Do you want to join an award-winning financial technology company in an administrative and customer service capacity?

If so, we have a fantastic opportunity to join a progressive and forward thinking organisation that will offer you training and career advancement.

The role involves being the initial point of client contact and the face of the company.

You will own the relationship with the company’s clients who are Financial Advisors and their support staff as well as Sales Team members.

You will require excellent relationship management and influencing skills, as well as being able to demonstrate market leading customer service skills.

Responsibilities:

  • Continually focus on delivery of excellent customer service to ensure that the Company is highly valued by our clients
  • Manage high volumes of calls from Financial Advisors, Clients, Sales Team and Third Party Service Providers
  • Own and manage relationships with Financial Advisors and clients
  • Ensure technical referrals are dealt with in line with service standards and regulations
  • Investigate and resolve complex queries/issues within service standards ensuring ownership through to completion
  • Assist with issues on any potential cases by obtaining outstanding information
  • Provide support and training to the team
  • Opportunities may arise to get involved in technical projects related to area
  • Complete all tasks in line with service standards, procedures and compliance guidelines
  • Meet all Financial Conduct Authority regulations
  • Achieve and actively maintain your skills and knowledge to adhere to the Training and Competence standards
  • Ensure that the Treating Customers Fairly principles are adhered to, supporting Customer Service improvement initiatives, raising any areas for concern with either line manager or compliance

Skills & Experience:

  • Experience in financial services a distinct advantage
  • Previous telephony experience
  • PC Literate, in particular MS Office Products
  • Good academic record Good attention to detail
  • Excellent interpersonal and communication skills
  • Ability to work well individually and as part of a team
  • Ability to work well under pressure, and to tight deadlines
  • Proactivity and confidence
  • Organisational skills
  • Investment Operations Certificate (IOC) or equivalent industry recognised qualification would be an advantage

This role would suit someone to graduate level with 6-12 months either in financial services or in a telephone customer service role. A background in professional services will place you at the front of the queue.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 

 



Junior Administrator, Bath

Do you have a passion for working in a fast paced and energetic department and want to use your administrative and customer service skills?

We are proud to be working with one of Bath’s most renowned firms who is looking for an additional team member to help with a very busy influx of work. Ideally you will be to degree level or equivalent and have worked in a people facing role under pressure with ever changing deadlines.

Typical daily duties include:

  • Providing full administrative support to a team of 4
  • Maintaining the company database and inputting new customers details onto it
  • Constructing professional emails
  • Taking initial enquiries and passing on to the relevant person
  • Any other ad hoc duties as required by the manager

Their office is situated in a lovely location in Bath with stunning views.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 



**Offer Accepted** Operations Analyst – Graduate Opportunity

We are seeking an analytical problem solver and a solid team player who is customer and delivery focused.

Our client is a relatively new, exciting start-up aiming to make a huge impact in investment management.  Using ultra-modern technology, their goal is to simplify and reduce costs of the wealth management process.

By rebuilding the infrastructure of investments and advice, they provide the technology that allows people to access financial markets – buying and selling investments, and holding them in tax wrappers like ISAs and pensions.

This role would suit an ambitious graduate looking to build a career within Fintech.

The successful candidate will be joining a fun, driven team within a positive, open environment that strongly encourages fresh ideas, challenge, experimentation, and learning.

The Role:

You will work in the engine room of the business, at the core of their operations, and will be passionate about helping the business grow. You will have the opportunity to work across all areas of operations, in doing so getting exposure to all areas of the business.

You will be responsible for:

  • Taking ownership of key operational processes across multiple areas of the business
  • Identifying and resolving technical issues, including bug fixing and data correction
  • Maintaining ownership of any request until resolution and meeting agreed SLA’s
  • Reviewing and recommending any changes to systems needed to reduce the reliance on the development team, products or services
  • Assisting with process mapping and documentation – they need to have a solid and dynamic understanding of today’s engine in order to build scalably for the engine of tomorrow
  • Assisting with regular business reporting, using a variety of data sources

Skills & Experience:

  • A determination and a desire to solve problems with some exposure to applications support
  • You will be interested in modern data technology and may have played around with basic coding, databases and APIs. You will be excited about how technology can help firms to drive down costs, streamline processes and improve customer outcomes
  • You will need to learn the business domain, so previous experience of financial services or a fintech is desirable but is not essential
  • Strong communication and organisation skills and able to describe to both technical and non-technical audiences
  • A team player who is customer and delivery focussed

£ Competitive salary + pension & life assurance

Flexible working arrangements

Exposure to the latest technology and an opportunity to help shape the future direction

25 days’ holiday and a day off for your birthday

 

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are sometimes unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful on this occasion and your details have not been retained. Please apply for any other position that you may see in the future.

 



Sales Support Assistant, Frome

A fantastic opportunity has arisen for a Sales Support Assistant to join an innovative company during their period of exciting growth.

Our client is seeking an individual with strong communication skills to provide sales administration and excellent customer service.

The role encompasses all day to day processes involved with the sales team, customers and any documentation related to these processes. You will be handling customer queries via email and over the phone. This role also includes processing orders and ensuring they are sent on time.

Responsibilities include:

  • Customer service via telephone and email including assisting customers with inbound enquiries and sending out information on email/over the phone
  • Maintaining sales support and administration documentation, systems maintenance and file organisation
  • Processing all of the sales teams’ orders to maintain customers’ expectations.
  • Liaising with the sales team to ensure customer queries are dealt with in a professional and timely manner
  • Checking orders against invoices before sending to the customer and ensuring the correct stock is being allocated.
  • Being the focal point for the sales team

Skills & Experience:

  • Experience in keeping office systems up to date including data entry using online forms
  • Good organisational and time management skills
  • Ability to carry out detailed administrative tasks with a high level of accuracy in a busy environment
  • Good communication skills written and verbal including telephone
  • Good IT skills including Microsoft applications of Excel, Outlook, Databases and Word
  • Ability to prioritise tasks

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.



HR Administrator – 6 month contract – Immediate start!

URGENTLY SEEKING – HR ADMINISTRATOR FOR BATH

We are delighted to be working exclusively with one of Bath’s clients and due to their rapid expansion we are now seeking an HR Administrator to work initially remotely from home. This role is being offered as a 6 month contract with the strong view of it either being extended or made permanent.

Typical daily duties include:

  • Providing full administrative and data entry support to the HR team
  • Managing all starters and leavers
  • Forming and maintaining employee records
  • Updating databases internally, such as sick and maternity leave
  • Preparing and amending where necessary HR documents, i.e. employment contracts and recruitment guides
  • Any other ad hoc duties as required by the HR team

This role is offered as an entry level role, ideally to graduate calibre and is to start immediately.

For more information please send us your cv ASAP.

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.



NEW – Client Business Partner – Fintech

Client Business Partner – Fintech

A brand new opportunity to join this energetic fintech company. With ambitious forecasts they aim to seek the very best talent to compliment the team as they grow.

We are looking for someone with previous account management experience who will own the day-to-day management of clients.

You will be helping new prospects get on board fast, and work with the rest of the customer team to support existing clients with their ongoing needs. The aim is to deliver an exceptions customer experience.

Day to day responsibilities include:

  • Become the go-to business partner for clients.
  • Own the day-to-day management of a number of clients.
  • Be the internal advocate of clients, getting to know their business inside out
  • Solve customer problems – be they technology, commercial, regulatory, propositional or product related
  • Help existing account executives tackle queries of all types from clients. This will include both answering inbound telephone queries, and triaging and responding to inbound email queries within accepted SLAs, and will include: Service queries, account queries (e.g. requests for specific updates relating to their account), systems queries (e.g. difficulties logging in or encounters with bugs) etc.
  • Generate MI and reporting analytics – identifying recurring issues and feature requests and monitoring trends in response time, volume of queries etc.

Experience…..

  • Experienced in proactively driving excellent client outcomes
  • Enjoy helping clients and goes above and beyond to do so
  • Excited about working in a rapidly growing fintech with a steep learning curve
  • Passionate about the role of technology
  • A people person with strong communication skills. You’ll be able to easily build rapport, and adapt your style depending on the client
  • Highly organised and able to keep multiple plates spinning
  • Confident, smiley and enjoys making customers feel totally taken care of
  • Proactive, resilient and comfortable with ambiguity. You’ll like working at pace and thinking on your feet
  • Sector background: Finance/technology or similar
  • Competitive salary
  • Flexible working arrangements
  • Exposure to the latest technology and an opportunity to help shape the future direction
  • 25 days holiday and a day off for your birthday
  • Pension & Life Assurance

It is company policy as a matter of courtesy to respond to all applications within three working days. However because of the volume of applications we are currently receiving we are unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.



Compliance Associate – Financial sector

Compliance Associate

A highly regarded investment management company in Bath have a great new opportunity to join the risk & compliance team.

Job Summary/Purpose

As the Compliance Associate, you will be responsible for helping the Compliance Manager maintain a sound and robust compliance framework.

Key responsibilities are primarily the organising, investigation and resolution of incoming complaints though the company management system.

Duties/Responsibilities include:

  • Corresponding with the Financial Ombudsmen in respect of complaints.
  • Maintaining sufficient complaint records.
  • Compliance mailbox queries.
  • Providing a timely and clear compliant response to business queries.
  • Administration of systems used by the Risk & Compliance team.
  • Assisting the Risk & Compliance team governance reporting.
  • Ensure that the Treating Customers Fairly (TCF) principles are adhered to.
  • Continually focus on delivery of excellent customer service
  • Assisting the Risk & Compliance team achieve its broader team objectives.

Skills, Qualifications and Experience

Essential:

  • Background in complaint handling, issue resolution or other similar investigative role, dealing with customers.
  • Good attention to detail.
  • Excellent writing skills, especially the ability to communicate potentially complex financial matters in a way that customers can understand.
  • Clear understanding of what is fair for customers.
  • Excellent interpersonal and communication skills.
  • Working knowledge of Microsoft office.
  • Curiosity to understand a process or issue.
  • A proactive and innovative approach to problem solving, applying logic to decision-making.
  • At least three years’ financial services experience.

Desirable:

  • Investment Operations Certificate (IOC) or equivalent industry recognised qualification, or commitment to work towards obtaining a relevant qualification.
  • Understanding of investment platform providers, investments and investment products.
  • Proven track record in concern for and adherence to regulatory requirements.

This a great chance to join this company that offer a friendly working environment and great career prospects.

Salary Guide: £23,000 – £28,000 + excellent benefits package to include: Pension, Healthcare, generous holiday entitlement etc.

Based with a few minutes walk from the rail station.

It is company policy, as a matter of courtesy to respond to all applications within three working days, however because of the volume of applications we are currently receiving we are unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.