Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
Jun 14, 2026
Full time
Benefits: Mon-Thur 9am-5pm, Friday 8am-3pm 25 days holiday (rising with length of service) plus Bank Holidays Pension Life insurance Critical Illness Health Cash Plan Free parking Role: Our Client is a leading Independent Financial Advisory (IFA) firm specialising in providing tailored financial solutions to private and corporate clients. With a commitment to excellence and a focus on client success, they offer a range of group schemes designed to meet the needs of organisations and their employees. Currently, they have an immediate requirement for an enthusiastic and detail-oriented, Entry Level Financial Administrator, to join their Corporate Department, focusing on group schemes. On offer is: Comprehensive training and mentorship, from experienced professionals within the corporate finance sector Opportunities for career advancement and professional development within the firm A supportive, dynamic, and collaborative work environment As an Entry Level Financial Administrator in the Corporate Department, you will support the team in managing and administering various group financial schemes, including employee benefits and group pension schemes. This is an ideal opportunity for individuals aspiring to begin their career in financial administration within a corporate setting. Responsibilities: Assist in the administration of corporate group schemes, including onboarding new clients, processing documentation and managing client communications Maintain accurate and organised records of clients participating in group schemes, ensuring compliance with regulatory requirements Collaborate with the Corporate Advisor to prepare materials for client presentations, meetings and reviews, related to group scheme offerings Respond to client inquiries and provide exceptional customer service regarding their group scheme benefits Co-ordinate with third-party providers and insurers to facilitate smooth management of group accounts and resolve any issues that may arise Support the development and implementation of internal processes to enhance efficiency within the corporate department Stay updated on the latest trends in corporate financial products and group schemes to provide informed support to the team Candidate Requirements: A keen interest in Financial Services and a desire to learn about corporate group schemes and employee benefits Strong organisational skills, excellent attention to detail, with the ability to work in a fast-paced environment Excellent communication skills, both written and verbal, with a focus on client service Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) and eagerness to learn new software applications Self-motivated with a proactive attitude and the ability to work collaboratively in a team setting Relevant qualifications are advantageous but not required
About The Minster Centre and the Psychotherapy and Counselling Service The Minster Centre is one of Europe's leading integrative psychotherapy and counselling training institutes. We are a charity with a long-held commitment to helping people in distress through talking therapies. We train diverse and experienced people as professional therapists to do this work. The Minster Centre Psychotherapy and Counselling Service (MCPCS) offers affordable individual counselling and psychotherapy, provided by our trainee therapists, to adults (18 yrs+) suffering from a range of emotional difficulties. Overview of the role We are seeking two organised, highly motivated and efficient individuals to fulfil the part-time roles of MCPCS Administrator. These are key roles within the MCPCS team, and you will be working alongside the Clinical Services Manager to ensure the smooth running of the service and support in its continuing development. The ideal candidates will be organised, self-motivated, IT literate (particularly proficient in Excel, Word & Outlook), have excellent interpersonal skills and the ability to work calmly and efficiently under pressure. In addition, they will be able to work autonomously on various tasks, work well within the team and with other colleagues within the Minster Centre. This is a great opportunity for individuals with relevant transferable skills to develop those skills further. Duties and responsibilities Enquiries - Assessment - Allocation Dealing with phone and email enquiries including potential MCPCS clients, existing clients, trainee therapists, clinical supervisors, other professional organisations and placement providers, etc. Responding to new client enquiries via emailing of electronic Assessment Application Forms, assessing suitability of enquirer for service - asking for additional help when required from Clinical Services Manager Making appointments with enquirer for assessment. Liaising with Independent Assessors to arrange assessment appointments, obtaining assessor availability calendars, providing assessment packs for facilitation of assessments, chasing and filing completed assessment reports, and providing any necessary training for assessors regarding assessment admin. Liaising with student services/reception and finance department and clients to manage and update client fees databases or spreadsheets. providing reports and to ensure all session fees are up to date and reporting on any missed payments weekly. Ensuring all electronic monitoring of monies are dealt with according to GDPR and financial procedures. DBS Managing the Disclosure and Baring Service (DBS) checks for students, and Minster Centre (MC) members. Keeping and updating records of DBS information Administration Providing strong administrative support to the Clinical Services Manager. Providing regular detailed data information to the Clinical Services Manager, including reports from Charity Log or other electronic software and systems Administer MCPCS processes and procedures for instance by designing forms and records formats, ensuring they are available to students, supervisors and clients. Ensuring the service has Microsoft forms available to operate effectively: Assessment packs; Allocation packs; student forms. Keeping data management up to date and archiving files as and when appropriate. Assisting Clinical Services Manager, and Deputy Director overseeing MCPCS, with additional tasks as and when requested. Supporting Students with client work Provide information and support in assisting with student inductions into the MCPCS Liaising with students and supervisors to ensure each student have submitted necessary evidence to work with clients Ensuring all students regularly update information on their availability to MCPCS Supporting students with processes and procedures of working with MCPCS and placement clients, closing client files at end of therapy alongside dealing with any interim requests and updates to client files and information. This is not an exhaustive list of duties and responsibilities. The post holders may be required to undertake other duties which fall within the ambit of the role, in discussion with the with the Clinical Services Manager and Management Committee. The post holder is expected to comply with all relevant policies, procedures and guidelines of The Minster Centre, including those on Equal Opportunities, Health and Safety and the Data Protection Act. Person Specification The Person Specification focuses on the knowledge, skills, experience and qualifications required to undertake the role effectively. Please ensure that your cover letter demonstrates how you meet the essential criteria. You will be assessed on these criteria at interview if shortlisted, and through an exercise. Essential Good communication skills, including a warm, welcoming, and friendly manner. Ability to speak to a range of service users: enquirers, clients, students and staff. A good command of written and spoken English. Ability to communicate information in a clear and concise manner, whilst maintaining approachability. Ability to handle possibly challenging situations on the phone. Willingness to learn including attending training relative to the role and service users where required. Proven organisational skills, with ability to prioritise work and meet deadlines. Knowledge and experience of Salesforce, Charitylog or Access databases and use of Excel. Proven knowledge of the use of Microsoft Office, Outlook and Explorer in an office environment. Proven ability to input data accurately. Proven ability to plan ahead and take initiative when required. Proven ability to learn new systems. Experience of working in a small, busy office. Experience of using databases to manage data (e.g. Access, Charity Log, Salesforce, MindBody.) An enthusiastic and flexible approach to work Conscientious and diligent Ability to work in a multi-cultural setting and to appreciate and respect diversity and difference A commitment to the Minster Centre's ethos and values. Empathy with the needs of tutors and students in a vocational therapeutic environment Desirable Experience/ understanding of the aims and benefits of psychotherapy and counselling. Understanding of data protection. Experience of office management. Experience of managing Disclosure and Baring Service (DBS) checks. Experience of Access or other Databases: to amend design and layout, generate reports, and analyse data. Experience of change management, service evaluation and service improvement. Experience of working in a mental health, counselling or psychotherapy environment. This post is exempt from the Rehabilitation of Offenders Act 1974 and therefore applicants are required to declare any convictions, cautions, reprimands and final warnings that are not protected on the form provided. How to apply Please apply by sending your CV, a covering email detailing how you meet the person specification and the monitoring forms available on our website or attached to this advert by 10am on Wednesday 1st July 2026 to Afua Pierre, HR & Governance Manager . We reserve the right to close this vacancy early if we receive sufficient applications for these roles. If you are interested, please submit your application as early as possible. For further information please contact Michelle Campbell, Clinical Services Manager by email We particularly welcome applications from people from underrepresented groups in the field of psychotherapy and counselling and in our organisation, including people from global majority communities, the LGBTQI+ community, care leavers, people with disabilities and those from other minoritised groups. To fulfil the role, you must be resident in the UK and have the right to work. You will be required to provide proof of your eligibility to work in the UK. If you are a practising therapist, please review whether you currently have any Minster Centre students as clients and in which year and let us know if this is the case so that we can manage any potential dual relationships. Due to the nature of this role, we regret that we cannot accept applications from current Minster Centre students. A note about AI: We recognise the value of AI in helping to refine job applications; however, we prefer candidates to write their own personalised cover letters and CVs. AI software frequently generates applications that are generic, impersonal, or repetitive. At the Minster Centre, we appreciate authenticity - An application that has been primarily self-generated gives us an opportunity to assess your unique interpersonal skills and relevant experience. We look forward to receiving your application!
Jun 12, 2026
Full time
About The Minster Centre and the Psychotherapy and Counselling Service The Minster Centre is one of Europe's leading integrative psychotherapy and counselling training institutes. We are a charity with a long-held commitment to helping people in distress through talking therapies. We train diverse and experienced people as professional therapists to do this work. The Minster Centre Psychotherapy and Counselling Service (MCPCS) offers affordable individual counselling and psychotherapy, provided by our trainee therapists, to adults (18 yrs+) suffering from a range of emotional difficulties. Overview of the role We are seeking two organised, highly motivated and efficient individuals to fulfil the part-time roles of MCPCS Administrator. These are key roles within the MCPCS team, and you will be working alongside the Clinical Services Manager to ensure the smooth running of the service and support in its continuing development. The ideal candidates will be organised, self-motivated, IT literate (particularly proficient in Excel, Word & Outlook), have excellent interpersonal skills and the ability to work calmly and efficiently under pressure. In addition, they will be able to work autonomously on various tasks, work well within the team and with other colleagues within the Minster Centre. This is a great opportunity for individuals with relevant transferable skills to develop those skills further. Duties and responsibilities Enquiries - Assessment - Allocation Dealing with phone and email enquiries including potential MCPCS clients, existing clients, trainee therapists, clinical supervisors, other professional organisations and placement providers, etc. Responding to new client enquiries via emailing of electronic Assessment Application Forms, assessing suitability of enquirer for service - asking for additional help when required from Clinical Services Manager Making appointments with enquirer for assessment. Liaising with Independent Assessors to arrange assessment appointments, obtaining assessor availability calendars, providing assessment packs for facilitation of assessments, chasing and filing completed assessment reports, and providing any necessary training for assessors regarding assessment admin. Liaising with student services/reception and finance department and clients to manage and update client fees databases or spreadsheets. providing reports and to ensure all session fees are up to date and reporting on any missed payments weekly. Ensuring all electronic monitoring of monies are dealt with according to GDPR and financial procedures. DBS Managing the Disclosure and Baring Service (DBS) checks for students, and Minster Centre (MC) members. Keeping and updating records of DBS information Administration Providing strong administrative support to the Clinical Services Manager. Providing regular detailed data information to the Clinical Services Manager, including reports from Charity Log or other electronic software and systems Administer MCPCS processes and procedures for instance by designing forms and records formats, ensuring they are available to students, supervisors and clients. Ensuring the service has Microsoft forms available to operate effectively: Assessment packs; Allocation packs; student forms. Keeping data management up to date and archiving files as and when appropriate. Assisting Clinical Services Manager, and Deputy Director overseeing MCPCS, with additional tasks as and when requested. Supporting Students with client work Provide information and support in assisting with student inductions into the MCPCS Liaising with students and supervisors to ensure each student have submitted necessary evidence to work with clients Ensuring all students regularly update information on their availability to MCPCS Supporting students with processes and procedures of working with MCPCS and placement clients, closing client files at end of therapy alongside dealing with any interim requests and updates to client files and information. This is not an exhaustive list of duties and responsibilities. The post holders may be required to undertake other duties which fall within the ambit of the role, in discussion with the with the Clinical Services Manager and Management Committee. The post holder is expected to comply with all relevant policies, procedures and guidelines of The Minster Centre, including those on Equal Opportunities, Health and Safety and the Data Protection Act. Person Specification The Person Specification focuses on the knowledge, skills, experience and qualifications required to undertake the role effectively. Please ensure that your cover letter demonstrates how you meet the essential criteria. You will be assessed on these criteria at interview if shortlisted, and through an exercise. Essential Good communication skills, including a warm, welcoming, and friendly manner. Ability to speak to a range of service users: enquirers, clients, students and staff. A good command of written and spoken English. Ability to communicate information in a clear and concise manner, whilst maintaining approachability. Ability to handle possibly challenging situations on the phone. Willingness to learn including attending training relative to the role and service users where required. Proven organisational skills, with ability to prioritise work and meet deadlines. Knowledge and experience of Salesforce, Charitylog or Access databases and use of Excel. Proven knowledge of the use of Microsoft Office, Outlook and Explorer in an office environment. Proven ability to input data accurately. Proven ability to plan ahead and take initiative when required. Proven ability to learn new systems. Experience of working in a small, busy office. Experience of using databases to manage data (e.g. Access, Charity Log, Salesforce, MindBody.) An enthusiastic and flexible approach to work Conscientious and diligent Ability to work in a multi-cultural setting and to appreciate and respect diversity and difference A commitment to the Minster Centre's ethos and values. Empathy with the needs of tutors and students in a vocational therapeutic environment Desirable Experience/ understanding of the aims and benefits of psychotherapy and counselling. Understanding of data protection. Experience of office management. Experience of managing Disclosure and Baring Service (DBS) checks. Experience of Access or other Databases: to amend design and layout, generate reports, and analyse data. Experience of change management, service evaluation and service improvement. Experience of working in a mental health, counselling or psychotherapy environment. This post is exempt from the Rehabilitation of Offenders Act 1974 and therefore applicants are required to declare any convictions, cautions, reprimands and final warnings that are not protected on the form provided. How to apply Please apply by sending your CV, a covering email detailing how you meet the person specification and the monitoring forms available on our website or attached to this advert by 10am on Wednesday 1st July 2026 to Afua Pierre, HR & Governance Manager . We reserve the right to close this vacancy early if we receive sufficient applications for these roles. If you are interested, please submit your application as early as possible. For further information please contact Michelle Campbell, Clinical Services Manager by email We particularly welcome applications from people from underrepresented groups in the field of psychotherapy and counselling and in our organisation, including people from global majority communities, the LGBTQI+ community, care leavers, people with disabilities and those from other minoritised groups. To fulfil the role, you must be resident in the UK and have the right to work. You will be required to provide proof of your eligibility to work in the UK. If you are a practising therapist, please review whether you currently have any Minster Centre students as clients and in which year and let us know if this is the case so that we can manage any potential dual relationships. Due to the nature of this role, we regret that we cannot accept applications from current Minster Centre students. A note about AI: We recognise the value of AI in helping to refine job applications; however, we prefer candidates to write their own personalised cover letters and CVs. AI software frequently generates applications that are generic, impersonal, or repetitive. At the Minster Centre, we appreciate authenticity - An application that has been primarily self-generated gives us an opportunity to assess your unique interpersonal skills and relevant experience. We look forward to receiving your application!
Finance Applications System Admin You will report to the Applications Platforms Manager and work closely with business stakeholder's groups, and software platform vendors to support the suite of platform applications. You will execute the IT technology strategy and assist in ensuring that the applications in the platform meet the requirements for Security, Data Protection & Privacy. Providing comprehensive IT support for the functional modules within Microsoft Dynamics 365 Finance and Operations (F&O), along with independent software vendor (ISV) add-on components, system customisations, and integrations. In addition, you will provide IT support for IBM Cloud Planning Analytics platform, providing technology support for Group Financial Consolidation & Reporting capabilities.Your role will ensure smooth operation and resolving any issues that arise. Experience in ITIL / industry standard ITSM practices (Service Design, Service Transition, Service Operation, Continual Service Improvement) are an advantage. In the absence of these, your personal development & training will focus on these skills & processes. Experience of using ITSM tooling would be an advantage (e.g. ServiceNow, HaloITSM, ZenDesk etc) You must be a self-starter, open to working in a fast-paced and dynamic environment. We are searching for a good communicator at all employee levels, mindful of different communication styles for different audiences. Specific experience in live entertainment or sports industry ticketing, and a passion for the arts & creative industries would be an advantage in your application. This hybrid role requires two days per week at ATG Entertainment's Woking Head Office. Key responsibilities Provide Technical Support: First and second-line support for D365 F&O modules, troubleshooting and resolving issues promptly, in line with Key Performance Indicators (KPI) and Service Level Agreements (SLA) for business & IT stakeholders. Collaborate with Support Partners: Triage incidents and coordinate with support partners for D365 ISVs, IBM Controller and Planning Analytics. Security User Access Management: Manage and maintain user provisioning & Role assignment across Finance applications and environments. Configure Segregation of duties & implement security diagnostics. Environment Management: Experience of operating Lifecycle Services (LCS) for D365 F&O essential.Responsibilities include database refreshes & Environment configuration. User Assistance: Assist end-users with system navigation, functionality, and best practices. System Monitoring: Monitor the performance of modules and proactively address potential issues. Operations: Operate ongoing processes, including monitoring data input quality, running month-end system interfaces, and conducting month and year-end system closure processes. Manage integrations / ISVs & Azure services such as Azure Key Vault, Logic Apps, and other connected services. Incident Management: Log, track, and manage incidents using a ITSM tool, ensuring timely resolution. System Maintenance & Change Management Testing & implementation of system updates, patches, and upgrades, ensuring minimal disruption to operations Undertake key periodic system upgrades and development with third parties, designing system testing, and supporting UAT on new and upgraded functionality utilizing Azure DevOps and LCS for D365 F&O. Monitoring: Use LCS and Azure Monitor for performance and uptime tracking. Monitor batch jobs and troubleshoot failures. Analyse user needs, interpret requirements, and create solutions to implement new systems and processes. Data management: Manage data entities, import/export projects, and recurring data jobs. Perform setup, configuration, maintenance, and development requests for finance systems. Identify opportunities for process automation and develop solutions using technologies such as MS CoPilot, Logic Apps, Power Platform and Azure Integration Services. Review any changes that come in, adhere to the IT change process, and submit to the IT Front Door and / or design authority and relevant approval boards. Work with the business and project roll-out team to implement the change when applicable. Documentation: Create and maintain detailed documentation of issues, resolutions, and processes in a team Knowledgebase. Training: Conduct training sessions for users to enhance their understanding and usage of D365 F&O modules. Collaboration: Work closely with other IT colleagues & business departments to ensure seamless integration and operation of Finance applications. Compliance: Ensure compliance with company policies, procedures, and regulatory requirements. Continuous Improvement: Drive continuous improvement and maintain industry best practices in processes. Cross-Functional Teamwork: Work within a cross-functional team, understanding the impact of processes and the flow to the next process. User Support: Work with End/Key User Product Owner, SME, and Finance business partners to support during go-live and business as usual. Stay Updated: Stay up to date with new process and/or functional requirements. User Engagement: Engage with the business, develop close relationships with key users, and ensure they have a proficient level of system knowledge and can provide appropriate input and feedback when necessary. Post-Deployment Support: Support the business after deployments and during hypercare/rollouts. Essential Qualifications / Experience A proven track record and excellent pre-existing knowledge of Dynamics365 Finance & Operations gained through a previous D365 support role. Experience of third-party Finance solutions and integrations. Strong understanding of ERP systems, business and accounting processes gained through previous D365 F&O Support roles. Excellent problem-solving, communication, presentation, and interpersonal skills. Possesses an understanding of IT Services: service offerings, technical standards and policies, technical and business strategies as well as organisational structure. Maintains awareness of new and emerging technologies and the potential Infrastructure service offerings and products provided by Group IT. Possess strong written and verbal communication skills. Excellent team working skills. An analytical approach to identifying issues and solutions. Experience of working with third party service providers. Ability to work effectively with all levels of end users and IT personnel. Strong work ethic geared towards exemplary customer service. Proactive, organised, and able to prioritise tasks. Desirable Qualifications / Experience Proven experience in IT support for IBM TM1 / Cloud Planning Analytics platform. Database administration experience and / or finance reporting design or data engineering experience. Technical domain experience across Finance applications & cloud technology platform. Experience in support of Azure Logic Apps. Experience in support of MS Power Platform and/or PowerBI reporting. If you can demonstrate the essential criteria, and many of the desirable skill, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. We can give experience of any desirable criteria but may also use them to decide between candidates for this role. About Us -Our Values ATG Entertainment's values set the tone for how we work, how we treat one another, and the culture we continue to build across the UK and the wider organisation THRIVE doing what we love (with passion and dynamism CONNECT through every act (with collaboration and kindness) DARE to do different (with curiosity and courage) PERFORM at our best (with customer focus and ownership) Our Corporate Social Responsibility pillars Everyone at ATG Entertainment is expected to play their part in achieving our goals and upholding our Corporate Social Responsibility priorities: Inclusion: Committing to creating and upholding a positive, inclusive culture that nurtures potential and supports well-being. Sustainability: Playing your part in reducing our environmental impact and finding more sustainable ways of working. Next Generations: Encouraging the next generation in live entertainment by contributing to our outreach and training programmes, including mentoring students and trainees, and supporting our Creative Learning and Community Partnerships work. Our culture You will help us uphold a positive culture around meeting our obligations, by having a positive attitude to health and safety, legal and insurance requirements and take care to understand our policies and procedures. We are all expected to participate actively in the life of the company, and opportunities will arise for you to collaborate with others across the business. Everyone at ATG Entertainment is expected to be flexible and adapt as the needs of the business change, taking on new or different responsibilities as the need arises. Our Inclusion, Diversity, Equity and Access Mission Statement - A Stage for Everyone . click apply for full job details
Jun 12, 2026
Seasonal
Finance Applications System Admin You will report to the Applications Platforms Manager and work closely with business stakeholder's groups, and software platform vendors to support the suite of platform applications. You will execute the IT technology strategy and assist in ensuring that the applications in the platform meet the requirements for Security, Data Protection & Privacy. Providing comprehensive IT support for the functional modules within Microsoft Dynamics 365 Finance and Operations (F&O), along with independent software vendor (ISV) add-on components, system customisations, and integrations. In addition, you will provide IT support for IBM Cloud Planning Analytics platform, providing technology support for Group Financial Consolidation & Reporting capabilities.Your role will ensure smooth operation and resolving any issues that arise. Experience in ITIL / industry standard ITSM practices (Service Design, Service Transition, Service Operation, Continual Service Improvement) are an advantage. In the absence of these, your personal development & training will focus on these skills & processes. Experience of using ITSM tooling would be an advantage (e.g. ServiceNow, HaloITSM, ZenDesk etc) You must be a self-starter, open to working in a fast-paced and dynamic environment. We are searching for a good communicator at all employee levels, mindful of different communication styles for different audiences. Specific experience in live entertainment or sports industry ticketing, and a passion for the arts & creative industries would be an advantage in your application. This hybrid role requires two days per week at ATG Entertainment's Woking Head Office. Key responsibilities Provide Technical Support: First and second-line support for D365 F&O modules, troubleshooting and resolving issues promptly, in line with Key Performance Indicators (KPI) and Service Level Agreements (SLA) for business & IT stakeholders. Collaborate with Support Partners: Triage incidents and coordinate with support partners for D365 ISVs, IBM Controller and Planning Analytics. Security User Access Management: Manage and maintain user provisioning & Role assignment across Finance applications and environments. Configure Segregation of duties & implement security diagnostics. Environment Management: Experience of operating Lifecycle Services (LCS) for D365 F&O essential.Responsibilities include database refreshes & Environment configuration. User Assistance: Assist end-users with system navigation, functionality, and best practices. System Monitoring: Monitor the performance of modules and proactively address potential issues. Operations: Operate ongoing processes, including monitoring data input quality, running month-end system interfaces, and conducting month and year-end system closure processes. Manage integrations / ISVs & Azure services such as Azure Key Vault, Logic Apps, and other connected services. Incident Management: Log, track, and manage incidents using a ITSM tool, ensuring timely resolution. System Maintenance & Change Management Testing & implementation of system updates, patches, and upgrades, ensuring minimal disruption to operations Undertake key periodic system upgrades and development with third parties, designing system testing, and supporting UAT on new and upgraded functionality utilizing Azure DevOps and LCS for D365 F&O. Monitoring: Use LCS and Azure Monitor for performance and uptime tracking. Monitor batch jobs and troubleshoot failures. Analyse user needs, interpret requirements, and create solutions to implement new systems and processes. Data management: Manage data entities, import/export projects, and recurring data jobs. Perform setup, configuration, maintenance, and development requests for finance systems. Identify opportunities for process automation and develop solutions using technologies such as MS CoPilot, Logic Apps, Power Platform and Azure Integration Services. Review any changes that come in, adhere to the IT change process, and submit to the IT Front Door and / or design authority and relevant approval boards. Work with the business and project roll-out team to implement the change when applicable. Documentation: Create and maintain detailed documentation of issues, resolutions, and processes in a team Knowledgebase. Training: Conduct training sessions for users to enhance their understanding and usage of D365 F&O modules. Collaboration: Work closely with other IT colleagues & business departments to ensure seamless integration and operation of Finance applications. Compliance: Ensure compliance with company policies, procedures, and regulatory requirements. Continuous Improvement: Drive continuous improvement and maintain industry best practices in processes. Cross-Functional Teamwork: Work within a cross-functional team, understanding the impact of processes and the flow to the next process. User Support: Work with End/Key User Product Owner, SME, and Finance business partners to support during go-live and business as usual. Stay Updated: Stay up to date with new process and/or functional requirements. User Engagement: Engage with the business, develop close relationships with key users, and ensure they have a proficient level of system knowledge and can provide appropriate input and feedback when necessary. Post-Deployment Support: Support the business after deployments and during hypercare/rollouts. Essential Qualifications / Experience A proven track record and excellent pre-existing knowledge of Dynamics365 Finance & Operations gained through a previous D365 support role. Experience of third-party Finance solutions and integrations. Strong understanding of ERP systems, business and accounting processes gained through previous D365 F&O Support roles. Excellent problem-solving, communication, presentation, and interpersonal skills. Possesses an understanding of IT Services: service offerings, technical standards and policies, technical and business strategies as well as organisational structure. Maintains awareness of new and emerging technologies and the potential Infrastructure service offerings and products provided by Group IT. Possess strong written and verbal communication skills. Excellent team working skills. An analytical approach to identifying issues and solutions. Experience of working with third party service providers. Ability to work effectively with all levels of end users and IT personnel. Strong work ethic geared towards exemplary customer service. Proactive, organised, and able to prioritise tasks. Desirable Qualifications / Experience Proven experience in IT support for IBM TM1 / Cloud Planning Analytics platform. Database administration experience and / or finance reporting design or data engineering experience. Technical domain experience across Finance applications & cloud technology platform. Experience in support of Azure Logic Apps. Experience in support of MS Power Platform and/or PowerBI reporting. If you can demonstrate the essential criteria, and many of the desirable skill, we encourage you to apply, and welcome transferable skills from other industries or backgrounds. We can give experience of any desirable criteria but may also use them to decide between candidates for this role. About Us -Our Values ATG Entertainment's values set the tone for how we work, how we treat one another, and the culture we continue to build across the UK and the wider organisation THRIVE doing what we love (with passion and dynamism CONNECT through every act (with collaboration and kindness) DARE to do different (with curiosity and courage) PERFORM at our best (with customer focus and ownership) Our Corporate Social Responsibility pillars Everyone at ATG Entertainment is expected to play their part in achieving our goals and upholding our Corporate Social Responsibility priorities: Inclusion: Committing to creating and upholding a positive, inclusive culture that nurtures potential and supports well-being. Sustainability: Playing your part in reducing our environmental impact and finding more sustainable ways of working. Next Generations: Encouraging the next generation in live entertainment by contributing to our outreach and training programmes, including mentoring students and trainees, and supporting our Creative Learning and Community Partnerships work. Our culture You will help us uphold a positive culture around meeting our obligations, by having a positive attitude to health and safety, legal and insurance requirements and take care to understand our policies and procedures. We are all expected to participate actively in the life of the company, and opportunities will arise for you to collaborate with others across the business. Everyone at ATG Entertainment is expected to be flexible and adapt as the needs of the business change, taking on new or different responsibilities as the need arises. Our Inclusion, Diversity, Equity and Access Mission Statement - A Stage for Everyone . click apply for full job details
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Jun 11, 2026
Full time
IFA Administrator / Trainee Paraplanner Coventry Salary up to £35,000 Full exam funding and study support provided Clear progression path into Paraplanning Our Client is a highly regarded boutique firm of Financial Planners with an excellent reputation for delivering bespoke financial advice and exceptional client service. Due to continued growth their friendly and professional Coventry-based team, with a structured pathway into a Trainee Paraplanner position. This is an excellent opportunity for someone with previous Financial Services administration experience who is looking to develop a long-term career within Financial Planning and Paraplanning. The successful candidate will benefit from ongoing mentoring, full exam support towards CII qualifications, and the opportunity to work closely with experienced Advisers and Paraplanners within a supportive boutique environment. • Provide high-quality administrative support to Financial Planners and Paraplanners • Assist in preparing suitability reports in line with compliance requirements • Liaise with providers to obtain plan information, illustrations, valuations and policy details • Undertake product and fund research to support client recommendations • Prepare annual review packs and client correspondence • Process new business applications through to completion • Use provider platforms and back-office systems to maintain accurate client records • Assist with pension, investment and protection administration • Prepare illustrations, quotations and application paperwork via provider platforms • Working towards CII Level 4 qualifications would be advantageous • Excellent communication skills, both written and verbal • Strong organisational skills with the ability to manage multiple tasks effectively • High attention to detail and accuracy • Professional and client-focused approach • A positive attitude and willingness to learn Our Client is looking for a self-motivated and enthusiastic individual, in return, they offer a supportive and collaborative working environment, genuine career progression, exam support and the opportunity to join a respected boutique firm where your development will be encouraged from day one. For more information please contact one of our specialist consultants quoting reference NJR16744
Gemini Wealth Management Limited
Sutton Coldfield, West Midlands
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Oct 03, 2025
Full time
Job Title : Technical Support Analyst Location : Sutton Coldfield Salary : £30,000 to £35,000 per annum, depending on experience Job Type : Full-time, Permanent About us : Established in 2006, Gemini Wealth Group is an award-winning independent financial advisory firm based in Sutton Coldfield. Our mission is to be the 'go-to' business for financial advice and planning by building a team of like-minded professionals who embody our core values of innovation, integrity, honesty, and transparency. We pride ourselves on providing comprehensive in-house solutions and unbiased, expert advice to support individuals and families on their financial journey. We offer services in investment advice, retirement planning, tax mitigation, and asset protection, ensuring that we help our clients achieve their financial goals. About the role : We are seeking a detail-oriented and proactive Technical Support Analyst to join our team. This role is crucial in providing technical support to our financial advisers, outsourced paraplanning provider, and compliance team. You will play a key role in ensuring the efficient delivery of high-quality client services and financial advice processes. Your responsibilities will include: Providing technical support to the financial adviser team Calculating and assessing Capital Gains Tax (CGT) liabilities on investment disposals and chargeable event gains for investment bonds Supporting pension income calculations, including assessing lifetime allowance (LTA) positions and annual allowance usage Assisting in the creation and maintenance of detailed cashflow modelling reports using tools such as Voyant Gathering, verifying, and analysing client data, including fact finds, policy information, and valuations Liaising with product providers and platforms to obtain information and quotes Monitoring workflow to ensure tasks are completed within service level agreements and compliance requirements Maintaining accurate and compliant client records in CRM and back-office systems, such as Intelligent Office Supporting the compliance team to ensure all documentation and advice processes adhere to FCA regulations Contributing to the continuous improvement of operational processes and documentation standards Acting as a point of contact for adviser queries regarding technical matters About you : Previous experience in a technical support or administrative role within an Independent Financial Adviser (IFA), wealth management, or financial planning firm A good understanding of financial products, including pensions, ISAs, bonds, and protection policies Working knowledge of FCA regulations and financial planning compliance requirements Proficiency in financial planning software (e.g., Intelligent Office, Voyant) and the Microsoft Office Suite Strong analytical, organizational, and time management skills Excellent attention to detail with a commitment to delivering high-quality work Effective written and verbal communication skills Ability to work both independently and collaboratively in a fast-paced environment Desirable : A Certificate in Financial Services or working towards a CII Diploma in Regulated Financial Planning. Experience with cashflow modelling tools What we offer : A competitive salary and benefits package The opportunity to work within a supportive and growing IFA environment Career progression and professional development support A collaborative and ethical company culture If this role sounds suitable for you, please click apply so submit your CV and Cover Letter. Candidates with experience of; Trainee Paraplanner, Financial Planning Assistant, Wealth Management Assistant, IFA Administrator, Financial Administrator, IFA Technical Administrator, Wealth Management Administrator also be considered for this role.
Junior Financial Services Opportunity - Tunbridge Wells Are you looking to launch your career in Financial Services with unrivalled support and clear progression?We're excited to offer a fantastic opening for a Junior Employee Benefits Administrator in Tunbridge Wells, with a competitive starting salary of £24,000 - £30,000 and FULLY FUNDED CII STUDY SPONSORSHIP .Why This Role Stands Out Comprehensive Training : Hands-on support and mentoring from day one. Modern Workspace : Recently refurbished, vibrant offices in the heart of Tunbridge Wells. Clear Progression Path : A structured 2-3 year development plan, culminating in full CII accreditation. Choose Your Future : Post-qualification, follow one of three tailored career pathways. Earning Potential : £40,000 - £60,000 basic, with OTE reaching up to £90,000. What You'll Be Doing Delivering first-class service to valued clients. Preparing presentations to support Employee Benefits Advisors. Managing scheme renewals, benefits assessments, and strategic reports. Laying the foundations for a rewarding career in financial advisory. What We're Looking For Ambitious, motivated, and reliable individuals. Eager to study and achieve professional certifications. Strong communicators with excellent people skills. Confident with Microsoft Office and detail-focused. Good academic background (strong A Levels essential, degree preferred). Any prior experience in Financial Services, insurance, risk, or health is a bonus-but not essential. Why Apply? This is a genuine opportunity to break into Financial Services with the full backing of a supportive, forward-thinking employer. You'll benefit from training, progression, and a career pathway that can transform your ambitions into reality. Apply Now Get in touch today to find out more: Jo Strong - By applying for this role, you consent to TN Recruits Ltd securely retaining your details for up to 3 years, unless instructed otherwise. In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Sep 26, 2025
Full time
Junior Financial Services Opportunity - Tunbridge Wells Are you looking to launch your career in Financial Services with unrivalled support and clear progression?We're excited to offer a fantastic opening for a Junior Employee Benefits Administrator in Tunbridge Wells, with a competitive starting salary of £24,000 - £30,000 and FULLY FUNDED CII STUDY SPONSORSHIP .Why This Role Stands Out Comprehensive Training : Hands-on support and mentoring from day one. Modern Workspace : Recently refurbished, vibrant offices in the heart of Tunbridge Wells. Clear Progression Path : A structured 2-3 year development plan, culminating in full CII accreditation. Choose Your Future : Post-qualification, follow one of three tailored career pathways. Earning Potential : £40,000 - £60,000 basic, with OTE reaching up to £90,000. What You'll Be Doing Delivering first-class service to valued clients. Preparing presentations to support Employee Benefits Advisors. Managing scheme renewals, benefits assessments, and strategic reports. Laying the foundations for a rewarding career in financial advisory. What We're Looking For Ambitious, motivated, and reliable individuals. Eager to study and achieve professional certifications. Strong communicators with excellent people skills. Confident with Microsoft Office and detail-focused. Good academic background (strong A Levels essential, degree preferred). Any prior experience in Financial Services, insurance, risk, or health is a bonus-but not essential. Why Apply? This is a genuine opportunity to break into Financial Services with the full backing of a supportive, forward-thinking employer. You'll benefit from training, progression, and a career pathway that can transform your ambitions into reality. Apply Now Get in touch today to find out more: Jo Strong - By applying for this role, you consent to TN Recruits Ltd securely retaining your details for up to 3 years, unless instructed otherwise. In application for this role, you are consenting to TN Recruits Ltd retaining your details to secure you work. All information provided will be held securely for up to 3 years unless we are contacted and instructed otherwise.
Finance Officer Are you looking for an exciting opportunity to work for an organisation that makes a difference A rare opportunity has arisen to join a small and vibrant finance team working with the Diocese in Oxford. We are looking to recruit a brand-new position to contribute to the day to day running of the Diocese Board of Finance (ODBF) where your contribution will have a huge impact. Position: Finance Officer - Operations Location: Kidlington, Oxford/Hybrid Hours: 37 hours per week Salary: £36,475.31 - £39,281.10 Contract: Permanent Closing Date: Sunday 5 October 2025 at midnight Interview Date: Monday 20 October 2025, Oxford The Role In this role, you will support the Finance Manager in providing a proactive, efficient, and highly effective finance service across the Diocesan Board of Finance and Trust custodian company, as well as supporting the larger finance team who look after the Board of Education. The role will be diverse, starting with managing the day-to-day functions but also assisting in all areas of the finance function, including bank reconciliations, VAT, forecasting and reporting. You will play a key role within a Finance department totalling 9 staff, with input into the future running and design of how the department continues to move forward and grow. About You We are looking for an experienced and highly motivated accountant or trainee accountant (or a financially astute individual with relevant experience) to join the friendly team in the Finance function. You will embrace the challenge that such a varied role brings. With proven experience in producing timely, high-quality and accurate financial information, your can-do approach to work will inspire you to deliver excellent, meaningful financial reports that will have high impact for stakeholders. You will be flexible in your working style, have strong numerical proficiency, confident communication skills, and excellent organisational and monitoring abilities. In return, there will be many opportunities for you to enhance your skill set, gain new experiences, and develop your career pathway within this important function. You do not need to be a practising Christian or have a faith to work with us - around 50% of our staff are not practising Christians but are comfortable with the Christian ethos that underpins our work. However, all our staff do have a desire to make a difference. Benefits and Rewards ODBF continues to offer a range of rewards and benefits to its staff, including: Competitive salary Generous employer pension contribution of 12.5% into the auto-enrolment pension scheme, which includes a death-in-service benefit (5% employee contribution) Re-accreditation as a Living Wage employer Annual holiday entitlement starting at 25 days, excluding public holidays, rising each year by one day to a maximum of 30 days, pro-rata for part-time employees In addition to the statutory UK public holidays, the Diocese offers three privilege days to all employees, namely Maundy Thursday, Ascension Day, and Christmas Eve (or the closest working day, where this falls on a weekend) Flexible working patterns with the ability to do some work from home Sabbatical leave, after a qualifying period of service Access to wellbeing support via Employee Assistance Programme Enhanced family-friendly policies and a generous occupational sick pay provision Free parking and subsidised on-site café Electric car and cycle-to-work salary sacrifice schemes EV charging points on site Electric vehicle salary sacrifice scheme with Octopus Electric Dreams Cycle to Work scheme with Green Commute Initiative Contributions towards eye examinations and prescriptive lenses Access to low-interest rate financial services from Churches Mutual Credit Union An attractive modern working environment The successful candidate must have the right to live and work in the United Kingdom. If you would like to learn more about this opportunity before submitting your application, please feel free to contact the Director of Finance to discuss the role in further detail. Contact details are available once you start the process. We want the organisations commitment to equality, diversity, and inclusion for all to be reflected in the composition of staff. We are particularly keen to receive applications from candidates from communities currently underrepresented in the diocese. You may have experience in other areas such as Finance, Finance Officer, Finance Assistant, Finance Administrator, Finance and Operations Officer, Finance and Operations Assistant, Accountant, Junior Accountant. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
Sep 23, 2025
Full time
Finance Officer Are you looking for an exciting opportunity to work for an organisation that makes a difference A rare opportunity has arisen to join a small and vibrant finance team working with the Diocese in Oxford. We are looking to recruit a brand-new position to contribute to the day to day running of the Diocese Board of Finance (ODBF) where your contribution will have a huge impact. Position: Finance Officer - Operations Location: Kidlington, Oxford/Hybrid Hours: 37 hours per week Salary: £36,475.31 - £39,281.10 Contract: Permanent Closing Date: Sunday 5 October 2025 at midnight Interview Date: Monday 20 October 2025, Oxford The Role In this role, you will support the Finance Manager in providing a proactive, efficient, and highly effective finance service across the Diocesan Board of Finance and Trust custodian company, as well as supporting the larger finance team who look after the Board of Education. The role will be diverse, starting with managing the day-to-day functions but also assisting in all areas of the finance function, including bank reconciliations, VAT, forecasting and reporting. You will play a key role within a Finance department totalling 9 staff, with input into the future running and design of how the department continues to move forward and grow. About You We are looking for an experienced and highly motivated accountant or trainee accountant (or a financially astute individual with relevant experience) to join the friendly team in the Finance function. You will embrace the challenge that such a varied role brings. With proven experience in producing timely, high-quality and accurate financial information, your can-do approach to work will inspire you to deliver excellent, meaningful financial reports that will have high impact for stakeholders. You will be flexible in your working style, have strong numerical proficiency, confident communication skills, and excellent organisational and monitoring abilities. In return, there will be many opportunities for you to enhance your skill set, gain new experiences, and develop your career pathway within this important function. You do not need to be a practising Christian or have a faith to work with us - around 50% of our staff are not practising Christians but are comfortable with the Christian ethos that underpins our work. However, all our staff do have a desire to make a difference. Benefits and Rewards ODBF continues to offer a range of rewards and benefits to its staff, including: Competitive salary Generous employer pension contribution of 12.5% into the auto-enrolment pension scheme, which includes a death-in-service benefit (5% employee contribution) Re-accreditation as a Living Wage employer Annual holiday entitlement starting at 25 days, excluding public holidays, rising each year by one day to a maximum of 30 days, pro-rata for part-time employees In addition to the statutory UK public holidays, the Diocese offers three privilege days to all employees, namely Maundy Thursday, Ascension Day, and Christmas Eve (or the closest working day, where this falls on a weekend) Flexible working patterns with the ability to do some work from home Sabbatical leave, after a qualifying period of service Access to wellbeing support via Employee Assistance Programme Enhanced family-friendly policies and a generous occupational sick pay provision Free parking and subsidised on-site café Electric car and cycle-to-work salary sacrifice schemes EV charging points on site Electric vehicle salary sacrifice scheme with Octopus Electric Dreams Cycle to Work scheme with Green Commute Initiative Contributions towards eye examinations and prescriptive lenses Access to low-interest rate financial services from Churches Mutual Credit Union An attractive modern working environment The successful candidate must have the right to live and work in the United Kingdom. If you would like to learn more about this opportunity before submitting your application, please feel free to contact the Director of Finance to discuss the role in further detail. Contact details are available once you start the process. We want the organisations commitment to equality, diversity, and inclusion for all to be reflected in the composition of staff. We are particularly keen to receive applications from candidates from communities currently underrepresented in the diocese. You may have experience in other areas such as Finance, Finance Officer, Finance Assistant, Finance Administrator, Finance and Operations Officer, Finance and Operations Assistant, Accountant, Junior Accountant. PLEASE NOTE: This role is being advertised by NFP People on behalf of the organisation.
