Financial Services Administration

Are you a graduate in business or finance (or similar) seeking long term career development?

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

The Client Services Administration department is an integral area of the company working alongside the other operational teams within the organisation.  You will be responsible for providing administrative support to Advisor businesses and networks and dealing with any queries and requests from Financial Advisers, Administrators or Para-planners.

The role is varied and requires accuracy and attention to detail across the various administrative duties you perform.  It also requires you to be client focussed and proactive in providing an outstanding and value-added service.

This organisation offers a friendly and sociable working environment with excellent career progression and benefits.

Responsibilities include:

  • Delivering excellent customer service thus ensuring that the organisation is highly valued by their clients
  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email
  • Ensuring accuracy and completeness of business processing and other administrative tasks
  • Interpreting instructions and issues arising, and then implementing actions according to administrative policies, procedures and checklists
  • Daily banking of cheques and collating client payments direct into bank account
  • Ensuring all items received by the team are processed within the relevant Service Level Agreements
  • Liaising with relevant parties (financial advisors, administrators and other departments) to ensure requests are processed in the most time efficient manner

Skills Required:

  • Strong communication skills
  • IT literate including Outlook, Word and Excel
  • Good attention to detail
  • Ability to work well individually or as part of a team
  • Ability to work under pressure and to tight deadlines
  • Ideally previously worked in an administration role
  • Any financial services knowledge would be advantageous, for example Wrap platform knowledge or pensions

 

Salary: £18,000 – £23,000 + Excellent Benefits package

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.

 



Temporary COVID 19 Test Supervisor, Bath

URGENTLY REQUIRED – COVID 19 Test Supervisor – TEMPORARY ASSIGNMENT

We are excited to be working with one of Bath’s highly desirable establishments in the search for a temporary COVID 19 Test Supervisor.

This role is to start w.c 23/11/20 and is being offered temporarily for 2.5 weeks.

Reporting to the Site Manager and supervising a team of Administrators:

Duties include:

•Undertaking training on how to process the throat and nasal swab sample with the test kit
•Undertaking training on how to read/understand test results
•Undertaking training on hand washing and ensure personal hygiene is maintained to a high level
•Undertaking training on Personal Protective Equipment (PPE) requirements and ensure PPE is worn and
changed as required
•Liaising with the Test Operative to obtain the collected throat and nasal swab samples for processing
•Liaising with the Recording Assistant to record accurate test results

Skills required:
•Commitment to the work and to following the strict guideline and procedures required
• Experience working with members of the public/patients
• Good interpersonal skills and caring nature
• Must be able to physically stand for several hours

Generous hourly rates of pay offered along with free parking!

For more information please apply by sending us your cv.

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.

 

 

 



Health & Safety, Risk and Business Continuity Officer – Medical Sector

A market leading specialist providing laboratory components for the medical sector are currently experiencing huge growth.

They are seeking an individual with experience in risk analysis, business continuity and health & safety to join their growing team.

This is a fantastic opportunity to join a highly successful, market leading organisation who have received recent investment.

Responsibilities include:

  • Ensure the business is compliant with all the current health and safety legislations by reviewing current health and safety policies
  • Lead the development of new procedures and policies in consultation with colleagues across the business
  • Keep up to date with new legislation and maintaining a working knowledge of all HSE legislation and any developments that affect the industry
  • Implement robust and effective health and safety practices compliant with current regulations and business requirements
  • Ensure compliance of the Quality Management System with the relevant regulations
  • Maintain, update and improve processes and documentation on QMS
  • Complete full analysis of business continuity plans and identify areas for improvements
  • Implement risk management process improvements and documentation
  • Improve and develop a robust recovery strategy and document plan
  • Regularly review and monitor BCP

Skills & Experience:

  • Practical experience of working within a role that covers health & safety, risk analysis, business continuity
  • Working knowledge of current health and safety regulations including ISO 13485
  • Knowledge and experience in risk management ISO 14971
  • Competent in the use of quality management systems and associated documentation within a medical, pharmaceutical or similar field
  • Excellent verbal and written communication skills

£30 – £40 K + excellent benefits

 

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.

 

 



URGENT! Part-time COVID 19 Testers, (flexible working hours offered), Bath & Bristol locations

URGENT – PART-TIME COVID 19 TESTERS NEEDED!  (flexible working hours offered)

Bath & Bristol locations offered

We are delighted to be supporting one of our clients who is looking for a couple of PART-TIME COVID 19 testers to join their retail stores in Bath and Bristol. This is a beautiful place to work and the team are supportive and encouraging.

Working with the team you will undertake COVID 19 swab tests to customers who have pre-booked appointments within the store.

You will play a pivotal role in providing excellent support and making people feel at ease during the testing process.

Minimum requirements:

  • You must have the right to work within the UK
  • You must have a good standard of English and be able to communicate effectively
  • A warm, compassionate and personable nature with the ability to work with patience, tact and understanding
  • Previous experience in a healthcare/nursing environment is essential.
  • Good IT skills
  • Good listening and communication skills
  • Kind and caring nature with enthusiastic can-do attitude
  • Professional and able to work to the highest of standards
  • Want to make a difference

Applicants must be in general good health and not classified as “High risk”.

Applicants should have experience of working within healthcare settings either within a hospital or within the community. We welcome applications from Healthcare Assistants with a passion to provide first class customer service and deliver a safe and effective care to patients.

The successful candidate could be looking for a part-time, flexible work pattern and this could be your second job. You could also be a recent Healthcare Assistant or a retired nurse.

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.

 

 

 

 



IT Systems Engineer

A fantastic opportunity has arisen within a medical equipment supplier who are experiencing a  period of high growth.

Currently the IT support function is out-sourced and they are looking to bring this in house.  They are seeking an IT Systems Support Engineer to help support their in-house systems and coordinate the migration to a new accounting and manufacturing package.

You will play a key role in helping the business maximise their technology usage, as well as assisting with day to day issues that arise.

This is an excellent opportunity to join a highly successful organisation with recent investment.

Responsibilities:

  • Provide IT support to end users covering servers, network, applications, desktops, laptops
  • Coordinate and assist in the migration to a new manufacturing and accounting package, SAGE 200
  • Analyse regular IT issues and design and implement solutions
  • Manage technical projects
  • Take full ownership of technical support issues

Skills & Experience:

  • 3-5 years’ experience in a similar role
  • Experience in managing of a software package migration
  • Excellent communication skills
  • Proactive attitude
  • Experience in SAGE 200 manufacturing software an advantage

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.



Senior Formulation Scientist, Wiltshire

We are delighted to be supporting one of our loyal Wiltshire based clients in their pursuit for a Senior Formulation Scientist. This role is integral to the business and based in their busy laboratory working with a team of technicians and scientists.

Typical daily duties include:

  • Providing full leadership regarding compliance and improvements
  • Managing budget and efficiency improvements
  • Working within a small team
  • Leading and demonstrating projects with clear scientific rationale
  • Organising and scheduling of work and resources to timescales and budget
  • Working with global project teams to lead product development activities and innovation
  • Conduct necessary safety assessments and qualification plans according to current procedures, authoring, reviewing and managing the execution of IQ/OQ/PQ protocols
  • Writing, Reviewing and Approval of SOPs and Risk Assessments

Skills necessary for this role:

  • Education: phD, Life Sciences degree required
  • Complete understanding and application of principles, concepts, practices and standards for formulation and testing performed in formulation laboratories
  • Experience in technical writing of IND and IMPD documents
  • Ability to follow often complex operating procedures
  • Excellent understanding of project planning and project management with the clear ability to communicate and contribute to strategic decision making
  • Experience in a wide range of technical aspects related to drug substance micronisation, formulation feasibility, scale-up, tech transfer, specifications setting, filling studies, packaging, device selection support
  • Experience with testing of inhalation products
  • Good understanding of ICH, EMEA and FDA guidelines related to inhaled products development

For more information on this role please apply by sending your cv.

Free car parking is offered!

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.



URGENT – Accounts Assistant/Bookkeeper – 1st interviews

Part time Accounts Assistant/Bookkeeper

 

This is a new role for this ambitious and highly successful company. With plans to expand further internationally they are on a great path to the next exiting phase. 

We are seeking an experienced Accounts Assistant/Bookkeeper that will have strong transactional accounts skills and is competent with Xero accounting package. 

It is envisaged this will be part time, 3 days a week and office based. 

Reporting to the Managing Director you will be responsible for all financial processes, data accuracy, timeliness and reporting activities.

Responsibilities include: 

  • Liaising with the MD, Office Manager and Project Managers on any outstanding invoices
  • Oversee employee expense claims ensuring accurate coding, compliance with policy and prompt settlement
  • Oversee trade payment processes ensuring proper approvals and timely payments to suppliers, internal status communication and handling invoice questions and queries in a fast and efficient manner
  • Process periodic VAT returns
  • Ensure staff payroll, sub-contractor invoices, payroll taxes and pension payments are processed accurately and in accordance with company timeframes
  • Credit control activities including chasing of cash and allocation when received

 KNOWLEDGE, SKILLS & EXPERIENCE 

Qualification/experience:

  • Solid understanding of bookkeeping, accounts payable and receivables principles
  • Experience across all aspects of a finance department in small and large businesses
  • Budgeting & reporting
  • AAT or similar professional finance qualification

 Knowledge & specific skills:

  • Knowledge of Xero accounting system
  • Highly proficient in MS excel, with the ability to work with large amounts of data, extracted from multiple sources, ability to synthesize data efficiently and summarize clearly and concisely

Excellent/competitive salary offer in line with experience. Pro rata.

Additional company benefits

Based: Central Bath

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.

 

 

 



HR Business Partner -12 month FTC – 1st interviews

HR Business Partner – 12 month fixed term contract

 

The HR Business Partner is responsible for professionally and effectively delivering both the company HR policy and delivery of HR priorities.

 

The HRBP will build effective relationships with key stakeholders. You will be the first point of contact for providing a timely and proactive HR service. Carry out operational activities within client groups, ensuring policies and procedures are aligned with operational standards.

 

  • Partner with the business to support, define and achieve business and organizational goals
  • Identify areas of improvement
  • Provide proactive advice on HR matters that enable the business to achieve objectives
  • Develop and implement a range of people process improvement projects and initiatives to compliment the wider company HR projects
  • Deliver and embed key HR change projects, including wellbeing, diversity, and employee engagement.

 

You will be providing advice on a full range of human resource issues, including:

  • Recruitment and selection
  • Terms and conditions of employment
  • Benchmarking
  • Discipline and grievance
  • Absence management
  • Harassment and bullying
  • Employee relations
  • Employment Law
  • Learning and development etc.

 

Essential experience/skills:

 

  • A degree level qualification in Human Resources or another relevant field
  • Experience a san HR generalist/HR management capacity
  • Solid understanding of UK employment legislation
  • Strong MS Office skills

 

Desirable:

  • Experience working within the engineering, resource or consultancy sectors
  • Qualified in psychometric assessment tools
  • Experience of TUPE and reorganisations

 

 

Location: Bath – current requirement to work from home.

Occasional travel required to other offices as required.

 

Salary: Dep on Experience

Closing date: 23/11/20

A comprehensive job description will be available  to shortlisted applicants.

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.

 

 

 



Start ASAP! Finance/Accounts Assistant – Contract – 30 hours a week

Finance/Accounts Assistant – 6 month contract

The contract is to join part of the finance and purchasing team of an independent company that work with the NHS.

This is a super opportunity to be part of an inclusive and supportive organisation based near Bath.

We are looking for applicants who will have experience in the following:

  • Resolving pricing discrepancies with suppliers.
  • Managing supplier relationships.
  • Ensure compliance with organisational spend limits.
  • Provide ad-hoc support to management as requested.
  • Provide quality procurement reports to management.
  • Organising regular stock takes.
  • Processing of all purchase invoices
  • Monitoring of the finance mailbox
  • Monitoring and generating of purchase orders
  • Reconciling supplier statements on receipt & investigating any differences/issues
  • Ensuring full procurement process is followed i.e. chasing missing delivery notes and/or obtaining additional approval
  • Chasing debtors for outstanding invoices
  • Raising of sales invoices from the data provided by the Assistant Accountant
  • Assisting in general ad hoc tasks

Person Specification:

  • Good general education to GCSE equivalent level, including Mathematics and English.
  • Working in a similar role with stock control/purchase administration experience. Experience of generic accounting functions and principles
  • Experience in using finance systems, specifically Xero
  • Experience using Excel, Outlook, Word etc
  • Effective written/ verbal skills
  • Excellent interpersonal skills
  • Self-confident
  • Well organised, able to work to deadlines and prioritise own workload
  • Capable of working under pressure
  • Team player but also comfortable working autonomously
  • Detail conscious
  • Able to think on their feet and identity urgent priorities and recognise when escalation of issues is required

Salary guide: £22,000 – £25,000. Part time 30 hours a week

The client is looking to appoint as soon as possible.

The role will be home based to start with due to COVID.

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 Administrator

Administrator – Financial Services 

Appoint is delighted to be working with one of Bath’s award-winning financial technology businesses to help them recruit a first-class individual, to graduate calibre, with exceptional administrative and customer service skills.

This business invests heavily in its staff and rewards you for your hard work with an outstanding benefits package.

  • Annual discretionary bonus scheme
  • Flexible working requests considered
  • 25 days holiday
  • Supported professional development
  • Private medical scheme
  • Income protection scheme
  • Generous pension scheme
  • Interest free season ticket loan
  • Gym membership rates

This fantastic opening encompasses a balanced variety of Administration, Compliance and Customer Support duties including but not limited to…

  • Supporting the team with a variety of business-critical administrative task.
  • Identifying and solving issues according to policies, procedures and checklists.
  • Liaising with relevant parties to chase outstanding documentation required to complete applications via telephone, letter or email.
  • Constant focus on providing 1stclass customer service to ensure that the business is highly valued by its clients.
  • Actioning items efficiently in line the service level agreements (SLA’s)
  • Daily banking of cheques and collating client payments direct into bank account.
  • Problem solving and sourcing materials to provide appropriate information as requested.
  • Developing new processes and challenging existing ones, to maximise efficiency and accuracy.
  • Taking incoming requests from the team and external clients to support with queries.
  • Contacting relevant parties to obtain information via telephone, email or letter.
  • Assisting with submissions ensuring the information is accurate and complete.
  • Managing the data cleansing of systems to ensure information is accurate and compliant.
  • Daily management of cash process, collating client payments.
  • Any other ad hoc duties as required by the management

Skills required:

  • Highly desirable – graduates in Economics, Business and Finance
  • Strong academic background
  • IT literacy
  • Desirable – Previous experience within administration and/or customer service
  • Team player with a ‘can do’ attitude

If you would like to hear more about this company, its excellent reputation and what it can offer you then please apply now by sending us your cv.

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.