Accounts Assistant

 

Accounts Assistant – Central Bath

 We are looking for an experienced Accounts Assistant to support the team in delivering a high quality service to a portfolio of clients.

Responsibilities include:

  • Assist with preparation of statutory accounts for a range of clients
  • Assist with preparation of year-end financial statements/accounts
  • Carry out a variety of bookkeeping assignments for clients, both in house and at client premises
  • Preparation of management accounts
  • Preparation of HMRC VAT returns
  • Report back to clients with any queries.
  • Keep Account Managers informed of job progress etc.
  • Ensure exemplary client service

Experience/Qualifications:

  • AAT qualified or qualified by experience
  • Studying towards ACCA considered
  • Previous practical experience in accounts preparation – ideally in a practice environment
  • Strong inter personal skills
  • Good written and verbal communication
  • Good working knowledge of Microsoft Office, especially Excel
  • Knowledge of Sage Line 50, Xero or other accounts systems
  • Some knowledge of IRIS or other similar desirable
  • Driving licence and access to own vehicle.

Salary/Benefits:

  • Competitive salary dep on experience
  • Annual salary review
  • 25 days holiday + Bank holiday
  • 5 hour week or part time considered
  • Life Assurance
  • Personal Pension
  • Training support.

 

 



Sales Negotiator – Great company!

 Sales Negotiator –

 A super opportunity to join this prestigious and highly respected local estate agency, specialising in high end property in Bath and surrounding villages.

 Due to continued success the company are looking to increase the team.

 

  • We are looking for applicants that can demonstrate confidence
  • Ability to communicate with all levels of clients,
  • Proactive, able to recognise a sales opportunity
  • Well presented, professional and friendly
  • Able to work in a fast paced environment
  • Willing to learn

Responsibilities include:

  • Carrying out viewings
  • Coordinating diaries
  • Obtaining new business
  • ‘Presenting’ properties
  • Liaising with Vendors/Landlords etc.
  • Managing the database

Salary: £18,000 (basic) – OTE after 18 months £28-32k

 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 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.

 

 



URGENT! – Temporary Outbound Callers x 3

URGENT! Wanted – Temporary Outbound Callers x 3 

We are looking for positive and motivated individuals to work in a small team providing high quality business to business services via making outbound calls.

Our client is looking for 3 temps to start in August for a period of 5 months (end December) to work on a campaign where speaking to customers in a consultative and persuasive manner is paramount.

Based in offices outside Bath, you will need to be a car driver to get to this rural location. Monday to Friday offered with flexibility to work the occasional Saturday.

Ideally you will be available for 5 months and have a background in making outbound calls. These are not telesales roles but rather outbound calling roles.

For more information please send 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 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.



NEW – Account Manager

Account Coordinator

The Role: To work as a team with consultants to give clients an expert, joined-up and effortless experience. The role is wide ranging, encompassing all co-ordination activities required to deliver programmes seamlessly. Through strong and trusting relationships with clients, and close partnership with consultants, the account co-ordinator will ensure timelines and deliverables are achieved.

Key Responsibilities

Diary management

  • Day to day scheduling of appointments for the consultants
  • Scheduling of client interventions: workshops, follow-ups sessions, coaching sessions, including sending out and managing the invitations
  1. End-to-end account co-ordination
  • Working in close partnership with consultants to co-ordinate client engagements, from beginning to end
  • Coaching clients through the co-ordination of our interventions; making sure they are clear of what they need to do and when
  • Scheduling all internal co-ordination activities and work with your client counter-part to schedule meetings
  • Schedule all travel arrangements
  • Organise the involvement of associates where needed
  • Attending client meetings (offsite) where relevant from a co-ordination perspective as an involved team member
  • Being proactive and reactive to co-ordination activities; driving communication and clarity with consultants and clients to ensure that timelines and objectives are met.
  1. Account administration
  • Completing the project setup sheet
  • Creating the profitability tracker from the cost-checker and intervention schedule
  • Tracker updates; inputting the latest timesheet data and monitoring time used for profitability
  • Setting up and owning a programme database
  • Setting up files on the shared drive at the beginning of a client engagement and communicating this to the relevant internal team
  • Making sure all relevant documents are filed as final versions with complete and relevant information
  1. Service delivery
  • Extensive use of Powerpoint, Excel and Word to support consultants in their preparation for client interventions, workshop results or proposals and quotes
  • Creating surveys in Survey Monkey (or equivalent)
  • Populating reports with survey results, ready for consultants to review
  • Preparing materials for workshop delivery
  • Attending workshops on occasion where a substantial amount of co-ordination activity is required in the room
  1. Sales support
  • Scheduling follow up calls after every client workshop/programme, ahead of time. Creating a new rhythm of follow-up sales conversations.
  • Booking sales calls in at the consultants’ requests
  • Set up files on a shared drive at the start of a project ensuring all relevant parties are kept up to date.

A comprehensive job description will be available.

Experience/skills:

  • Previous experience working in an L&D role/sector or consultancy would be a huge benefit.
  • You will need to have exceptional communication skills and feel confident dealing at all levels.
  • Previous experience in a client facing role
  • Excellent time management and awareness of needing to work to deadlines
  • Ideally you will be degree qualified or equivalent.
  • Strong written and numerical skills.
  • Confident in MS Office Word, Excel and PowerPoint

Salary guide: Dependent on Experience + generous performance bonus.

Super location on Bath outskirts. Free parking. Applicants will need to have own transport due to location.

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 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.

 

 

 

 

 

 

 

 



Client Relationship Manager – Team Lead

An exciting opportunity has arisen within a fast growing organisation offering a global first pricing software solution to the legal sector.

They are seeking an experienced Team Manager to be responsible for the day to day line management and performance of their rapidly expanding team of Account Managers.

The role will involve mentoring and motivating the team to ensure performance, team commitment and continuous growth.

The successful candidate will have a flexible management style and a demonstrable record in managing a successful team.

The team you will be managing act as the first point of contact for all enquiries relating to the product, whether they come in via the website or the telephone.  The team are responsible for, where possible, converting these enquiries into a sale.

Responsibilities include:

  • Day to day line management a growing team of Account Managers
  • Involved in the recruitment of additional team members
  • Using flexible management style to achieve high performance, team commitment and continuous growth
  • Effectively implement and manage change to meet the needs of the business
  • Ensuring clients receive high standard of service throughout their journey
  • Building and maintaining relationships with clients and key personnel within customer companies.
  • Conducting business reviews to ensure clients are satisfied with their products and services.
  • Informing clients about other products the company offers.
  • Attending meetings with clients to build relationships with existing accounts.
  • Escalating and resolving areas of concern as raised by clients.
  • Carrying out client satisfaction surveys and reviews.
  • Monitoring company performance against service level agreements and flagging potential issues.
  • Updating the CRM and ensuring account managers are aware of changes within clients.
  • Liaising with internal departments to ensure client needs are fulfilled effectively.

 

Skills & Experience:

  • Previous experience in managing a team.
  • Strong interpersonal skills and an ability to build rapport with customers.
  • Previous sales experience and an organized approach to work.
  • Hardworking with a strong work ethic.
  • Previous experience working as a client relationship manager or a track record of managing client relationships.

 

Salary £28 – £35,000 DOE

 

It is Appoint’s 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.

 



CASS Administrator

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

We are seeking an experienced CASS Administrator to join a friendly team.  This is a varied and interesting role with a mixture of operational and regulatory focus.  It would suit an individual with experience in this area, or someone ambitious and talented who wants to progress in this direction.

Reporting to the CASS Team Leader, the successful candidate will be key in both delivering team and individual targets within the appointed timescales, and to the highest standards.

The team undertake daily reconciliations of client money accounts, overseeing funding from the corporate account for shortfalls and processing payments.

 

Responsibilities include:

  • Supporting the company’s on-going CASS adherence.
  • Daily client money reconciliations.
  • Daily internal stock reconciliations.
  • Periodic external stock reconciliations.
  • Reconciliation investigation.
  • Regulatory returns.
  • Liaison with third parties such as fund managers and banks.
  • Adherence to regulatory guidelines.
  • Nominee and investment manager payment processing.
  • Tax.
  • Ensure trust letters and associated signatory lists are accurate and up to date.
  • Compile monthly CMAR.
  • Weekly review of CASS RP.

Skills & Experience:

  • Good attention to detail.
  • Excellent interpersonal and communication skills.
  • Ownership and accountability.
  • Excellent drive with ability to work unsupervised and under own initiative.
  • Ability to work well under pressure and to tight deadlines.
  • Working knowledge of Excel.
  • Strong desire to learn and have holistic understanding of a process or issue.
  • A proactive and innovative approach to problem solving, applying logic and foresight to decision-making.

Advantageous:

  • Investment Operations Certificate (IOC) or equivalent industry recognised qualification would be advantageous as would financial services experience.
  • Understanding of investments and investment products.
  • Reconciliation background.
  • CASS knowledge, in particular CASS 6 & CASS 7.

Salary £18 – £23,000 DOE

 

It is Appoint’s 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.

 

 

 



Operations & Reporting Administrators X2

Operations and Reporting Administrator X2 (within 2 separate departments)

Full Time

Bath outskirts – Frome area

An exciting opportunity has arisen with a leading organisation which specialises in trade services across Africa and the Middle East.

Our reputable client is looking for two graduate calibre individuals or experienced administrators who have strong IT and numeracy skills, a good attention to detail and excellent verbal and written communication skills.

As part of the role, the successful candidate will have the opportunity to travel to Africa &/or Middle East.  Supporting the Commercial Managers and Operations & Reporting Managers, you will be responsible for stock reporting of specified storage facilities across Africa and the Middle East, as well as contract administration including site inspection proposals and reports.

This is an exciting role within an expanding organisation who invest in and nurture their employees and offer excellent career progression.

Responsibilities include but are not limited to:

  • Execute and intimately understand the daily stock reporting of specified storage facilities and locations.
  • With support, draw up all Warehouse Receipts and ensure correct distribution to banks and customers.
  • Keep the daily stock reports up-to-date for each location and distribute accordingly.
  • Execute the full release procedures for all stocks from each location.
  • Review, amend and format site inspection reports compiled by country staff before sending on to banks.
  • Communicate closely with the Operational and Reporting Manager and Country Managers with regards to stock figures
  • Ensure that the Operations Managers are fully briefed on any anomalies or incidents concerning stocks or operations.
  • Review, amend and format Site Inspection Reports
  • Read and review internal audit reports.
  • Check that all contracts are uploaded to SharePoint.
  • Provide overtime data for all relevant staff for invoicing and check that each staff member is paid their full overtime entitlement.

Skills & Experience:

  • Educated to degree level
  • Strong attention to detail, meticulous
  • IT literate including MS Office and able to pick up new systems quickly
  • Excellent communication skills both verbal and written
  • Team player
  • Stay calm under pressure and able to meet deadlines with ability to prioritise.
  • Methodical and thorough and able to read and understand information you are presented with.
  • Be critical and analytical.
  • Able to work using initiative
  • An interest in International Business and willing to travel

Salary: £21,000 per annum starting salary – progressive after probation successfully completed

It is Appoint’s 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.



URGENT! Temporary PA (26th July – 2nd August), Bath outskirts

URGENT – TEMPORARY PA NEEDED!

We have a new temporary assignment for a PA/Senior Administrator to work from Friday 26th July until Friday 2nd August (inclusive) – 1 week’s work.

This is working for a professional services firm well known in the area and requires someone with a proven track record in dealing at MD/Senior Director level.

Typical daily duties include:

  • Diary management
  • Creating reports in a certain style, using fonts etc..
  • Strong working knowledge of Word & Excel
  • Monitoring the MD’s email inbox
  • Replying to the MD’s clients
  • and other ad hoc duties as required

There is nearby on street parking provided in a lovely setting.

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 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.



Service Desk Incident Analyst

Service Desk Incident Analyst

A new opportunity to join this innovative data organisation based between Bath and Chippenham. This pioneering organisation provide high security data storage solutions and services to a diverse client base within both the private and public sector.

Duties include:

Take ownership for the appropriate communication and management of all priority Incidents and Requests, following established processes

  • Work with all Service Desk policies and procedures, including documentation of proper Incident and Request detail, logging all relevant information.
  • Check Incident/Request information is accurate, complete and ensuring that appropriate priority level has been set, updating Incident/Request with additional information as required.
  • Dispatch Incidents/Requests to appropriate resolver groups according to procedures.
  • Follow Incident/Request ownership guidelines for each Incident/Request and assist in the closure, when resolved.
  • Ensuring appropriate communications are made to all interested parties for Incidents, Request Fulfilment, Problems, Changes, Planned Maintenance and Business Continuity, in line with SLAs.
  • Responsible for internal and external responses to customer service failures or Requests.
  • Co-ordinate all planned and ad-hoc service work on shift in line with agreed priorities and service levels.
  • Production of monthly reports and reviews, when required.
  • To work with and assist our clients in providing contracted and ad-hoc managed service.
  • Achieve expected level of productivity across shift, as agreed with Team Lead.
  • Adhoc admin tasks to support the team.

.

Experience/Skills:

  • Ideally you will have at least 1 year working in a Service Desk environment
  • A minimum ITIL Foundation Level would be desirable
  • Excellent problem solving approach
  • Calm measured approach
  • Excellent understanding of customer service
  • A good understanding of change management in a contact centre
  • Track record of customer satisfaction with a strong focus on results
  • Clean driving licence

The role operates on a 24/7 shift basis.

Salary £32,000 + £6,400 shift allowance.

Excellent company benefits. Free parking!

The company are within easy commutable distance from M4 Chippenham/Corsham/Bath



HR Assistant/Admin – X2 positions available!

HR Assistant/Administrator – X2 positions available!

Full Time – Bath

An exciting opportunity has arisen for a HR Assistant/Administrator who will assist in providing high quality HR admin support to the department and Business Partner. If you are looking for long term role within HR, this could be the perfect chance for you to get started!

Role & Responsibilities:

  • Dealing with enquiries via email and telephone, in addition to providing support and advise to employees/line managers
  • Explain policies and procedures in a timely and effective manner
  • Support the delivery and administration of the recruitment, selection process, new starters, sickness/absences etc.
  • Collate and input all relevant information relating to payroll monthly
  • Produce monthly end reports ensuring any errors are investigated
  • Attend HR meetings
  • Assist with data entry and maintenance of the computerised staff record database
  • Liaise with internal and external customers and suppliers
  • Support the HR Business Partner with arranging and advertising HR coordinated events
  • Assist with regular process reviews
  • Deputise when HR Business Partner is absent
  • Undertake any other adhoc duties required

Skills & Experience:

  • Previous administrative experience
  • Familiarity in dealing with confidential information and documents
  • IT literate
  • Strong communications skills (written and verbal)
  • Can-do attitude
  • Previous HR admin experience (desired but not essential)

Salary: £18,000 – £20,000 per annum (dependent on experience)

It is Appoint’s 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.