Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 15, 2026
Full time
Sales admin London (Hybrid) About the Opportunity Join a high-growth investment manager overseeing for a diverse global client base. Working at the forefront of investment solutions, the business partners closely with financial advisers, wealth managers, and family offices to deliver innovative, resilient, and transparent strategies. This is an exceptional opportunity to become part of a collaborative, values-driven organisation where innovation, ownership, and continuous improvement are genuinely encouraged - and where your contribution directly impacts client experience and business success. The Team The Client Services function sits at the very heart of the business - a dynamic, fast-paced team that underpins day-to-day operations while acting as the primary point of contact for clients. You'll work alongside a high-performing team delivering best-in-class service to a broad client base including financial advisers, institutions, and high-net-worth individuals. The team plays a critical role not only in operational excellence but also in shaping and improving processes as the business continues to grow. The Role This is an outstanding entry or early-career opportunity to build a long-term career in financial services. You'll join a structured training and development programme designed to give you deep exposure to investment products, operational processes, and regulatory frameworks. With clear progression pathways and ongoing mentorship, you'll rapidly build both technical expertise and commercial awareness. The role offers a hybrid working model with a minimum of three days in a central London office. Key Responsibilities You'll gain hands-on experience across a broad range of operational and client-focused activities, including: Client Onboarding - Deliver a seamless onboarding experience by processing applications efficiently and accurately AML & KYC - Support compliance efforts through thorough client due diligence and ongoing monitoring Client Transactions - Execute investment instructions, including transfers and redemptions, with precision and care Client Communications - Act as a key point of contact, handling queries via phone and case management systems to a high professional standard Cash & Payments Processing - Manage incoming funds, cheque processing, and reconciliation activities Operational Support - Maintain accurate client data and contribute to smooth day-to-day operations Process Improvement - Play an active role in identifying efficiencies and enhancing client experience Team Projects - Support broader initiatives and continuous improvement efforts across the function What We're Looking For We're looking for a driven and detail-oriented individual who is eager to learn and grow in a fast-paced financial services environment. You will bring: A proactive, "can-do" mindset with a strong sense of ownership Exceptional attention to detail and organisational skills The ability to remain calm and focused under pressure Strong communication skills and a collaborative approach A genuine interest in financial services (prior experience is beneficial but not essential) Intellectual curiosity and the confidence to ask questions and challenge effectively This role is ideal for someone who takes pride in delivering high-quality work and is motivated to continuously improve. What's On Offer A Culture That Values You Be part of an open, supportive environment where your voice is heard, your ideas matter, and your impact is recognised. Structured Training & Career Development Benefit from a comprehensive onboarding programme, ongoing training, and exposure across the business - giving you a clear platform for long-term career progression. Performance & Progression Join a meritocratic environment where high performance is rewarded with increased responsibility, visibility, and career advancement - regardless of tenure. Opportunity to Make an Impact Contribute to continuous improvement initiatives and play a meaningful role in shaping operational excellence and delivering outstanding client service. Diversity & Inclusion Applications are welcomed from all backgrounds. The organisation is committed to fostering a diverse and inclusive workplace where everyone can thrive. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
A rare opportunity has arisen for an experienced Senior Trust and Corporate Administrator to join a well-established Single Family Office. This role sits within a highly private, in-house environment, supporting a sophisticated portfolio of trusts and corporate structures for an ultra-high-net-worth family. This position is ideally suited to an individual with over 8-10 years' experience in trust and corporate administration, particularly across offshore jurisdictions, who is seeking a long-term, stable role with broad exposure and meaningful responsibility. Key responsibilities: Trust administration Prepare and implement trustee and protector decisions, including distributions, loans and payments Ensure compliance with trust deeds and internal governance requirements Draft deeds of appointment and related legal documentation Coordinate trustee and corporate director meetings Prepare banking instructions and board-level reporting Manage KYC and due diligence processes Maintain accurate records and documentation systems Corporate administration Oversee annual filings and liaise with international service providers Organise board and director meetings across multiple jurisdictions Prepare resolutions and formally document key decisions Maintain statutory registers and corporate records Support bank account openings and investment structures Manage KYC and ongoing due diligence requirements Ensure accurate internal record keeping across all entities Candidate profile 10+ years' experience in trust and corporate administration Strong knowledge of offshore structures and jurisdictions Proven ability to draft formal legal and corporate documentation Excellent communication skills with confidence engaging senior stakeholders Highly organised with strong attention to detail Collaborative and adaptable, with a flexible approach This is an exceptional opportunity for someone looking to transition into a private family office environment, offering long-term stability, discretion, and a high level of responsibility.
Jun 13, 2026
Full time
A rare opportunity has arisen for an experienced Senior Trust and Corporate Administrator to join a well-established Single Family Office. This role sits within a highly private, in-house environment, supporting a sophisticated portfolio of trusts and corporate structures for an ultra-high-net-worth family. This position is ideally suited to an individual with over 8-10 years' experience in trust and corporate administration, particularly across offshore jurisdictions, who is seeking a long-term, stable role with broad exposure and meaningful responsibility. Key responsibilities: Trust administration Prepare and implement trustee and protector decisions, including distributions, loans and payments Ensure compliance with trust deeds and internal governance requirements Draft deeds of appointment and related legal documentation Coordinate trustee and corporate director meetings Prepare banking instructions and board-level reporting Manage KYC and due diligence processes Maintain accurate records and documentation systems Corporate administration Oversee annual filings and liaise with international service providers Organise board and director meetings across multiple jurisdictions Prepare resolutions and formally document key decisions Maintain statutory registers and corporate records Support bank account openings and investment structures Manage KYC and ongoing due diligence requirements Ensure accurate internal record keeping across all entities Candidate profile 10+ years' experience in trust and corporate administration Strong knowledge of offshore structures and jurisdictions Proven ability to draft formal legal and corporate documentation Excellent communication skills with confidence engaging senior stakeholders Highly organised with strong attention to detail Collaborative and adaptable, with a flexible approach This is an exceptional opportunity for someone looking to transition into a private family office environment, offering long-term stability, discretion, and a high level of responsibility.
Shape Global Credit Excellence at Scale Global Credit Manager Role (London-Based) Your new company You will be joining a well-established, international organisation operating across multiple regions, including Europe, Asia, and the Americas. The business manufactures core industrial products that are integral to a broad range of downstream markets and applications.With a global operational footprint and a complex supply chain, the organisation plays a key role in supporting customers across diverse industries. Sustainability is an important strategic focus, supported by long-term initiatives aimed at reducing environmental impact and supporting a lower-carbon future.The London location functions as a central commercial and support hub, working closely with global operations and specialist teams worldwide. Your new role As Global Credit & Compliance Manager, you will support commercial performance and cash optimisation by leading global credit risk management and driving a robust compliance framework across the business.You will provide expert insight on customer risk, oversee receivables performance, and contribute to accurate cash forecasting, all while operating within delegated authorities. The role also has global ownership of the compliance agenda, ensuring adherence to external regulations, internal policies, and group governance requirements.This is a senior, visible role with regular interaction at Board level and close collaboration with Commercial, Finance, Legal, and Group Compliance teams. Key Accountabilities Champion and role-model strong health, safety, and compliance standards. Lead the development, implementation, and continuous improvement of global credit and compliance policies, procedures, and reporting frameworks. Set and manage global customer credit risk through financial analysis, credit limit recommendations, and ongoing monitoring using internal and external data. Present quarterly credit performance reports and key risk updates to senior leadership. Oversee global credit control activity to ensure timely collections and proactive resolution of receivables risks. Partner with Commercial teams, including attending customer meetings, to support sustainable business continuity. Lead preparation of monthly financial and performance reports for senior stakeholders. Ensure Letters of Credit are managed in line with current UCP regulations and internal guidelines. Oversee securitisation reporting to group finance, ensuring accuracy and timeliness. Lead negotiation and resolution of historical debt, including engagement with customers, advisors, legal teams, and administrators. Monitor evolving regulatory requirements and advise senior leadership on compliance impact and mitigation actions. Drive a strong compliance culture across the business, covering areas such as: Conduct third-party integrity and due-diligence reviews, working with external legal and advisory partners. Manage Gifts & Entertainment registers, sanctions reporting, and KYC responses to financial institutions. Lead, coach, and develop direct reports, ensuring high professional standards and continuous process improvement. Represent the business on selected cross-functional and group-level credit and compliance initiatives. Collaborate with other functions to share insights, data, and best practices as required. Undertake additional projects and responsibilities as directed by senior finance leadership. What you'll need to succeed Professionally qualified or part-qualified (e.g. CICM, CIMA) and/or 10+ years' experience in global credit risk and regulatory compliance leadership.Strong understanding of credit drivers, exposure management, and customer risk mitigation.Excellent financial, analytical, and commercial judgment, with the ability to influence senior stakeholders.Hands-on experience with ERP systems (SAP preferred) and strong Excel, PowerPoint, and reporting capability.Proven experience in a product-driven manufacturing environment Knowledge of security instruments and structured credit arrangements.High attention to detail, with strong documentation and governance discipline.Ability to operate independently in a complex, international environment with a results-driven mindset.Strong leadership and coaching capability, fostering accuracy, accountability, and continuous improvement. What you'll get in return Competitive base salary Discretionary annual bonus Generous contributory pension scheme Life assurance 25 days' annual leave plus bank holidays, with flexibility and the option to purchase additional leave Ongoing professional and career development Access to a wide benefits package, including health, wellbeing, and insurance options Enhanced family-friendly policies Free on-site gym access Employee Assistance Programme offering confidential support services Cycle to Work scheme What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Jun 13, 2026
Full time
Shape Global Credit Excellence at Scale Global Credit Manager Role (London-Based) Your new company You will be joining a well-established, international organisation operating across multiple regions, including Europe, Asia, and the Americas. The business manufactures core industrial products that are integral to a broad range of downstream markets and applications.With a global operational footprint and a complex supply chain, the organisation plays a key role in supporting customers across diverse industries. Sustainability is an important strategic focus, supported by long-term initiatives aimed at reducing environmental impact and supporting a lower-carbon future.The London location functions as a central commercial and support hub, working closely with global operations and specialist teams worldwide. Your new role As Global Credit & Compliance Manager, you will support commercial performance and cash optimisation by leading global credit risk management and driving a robust compliance framework across the business.You will provide expert insight on customer risk, oversee receivables performance, and contribute to accurate cash forecasting, all while operating within delegated authorities. The role also has global ownership of the compliance agenda, ensuring adherence to external regulations, internal policies, and group governance requirements.This is a senior, visible role with regular interaction at Board level and close collaboration with Commercial, Finance, Legal, and Group Compliance teams. Key Accountabilities Champion and role-model strong health, safety, and compliance standards. Lead the development, implementation, and continuous improvement of global credit and compliance policies, procedures, and reporting frameworks. Set and manage global customer credit risk through financial analysis, credit limit recommendations, and ongoing monitoring using internal and external data. Present quarterly credit performance reports and key risk updates to senior leadership. Oversee global credit control activity to ensure timely collections and proactive resolution of receivables risks. Partner with Commercial teams, including attending customer meetings, to support sustainable business continuity. Lead preparation of monthly financial and performance reports for senior stakeholders. Ensure Letters of Credit are managed in line with current UCP regulations and internal guidelines. Oversee securitisation reporting to group finance, ensuring accuracy and timeliness. Lead negotiation and resolution of historical debt, including engagement with customers, advisors, legal teams, and administrators. Monitor evolving regulatory requirements and advise senior leadership on compliance impact and mitigation actions. Drive a strong compliance culture across the business, covering areas such as: Conduct third-party integrity and due-diligence reviews, working with external legal and advisory partners. Manage Gifts & Entertainment registers, sanctions reporting, and KYC responses to financial institutions. Lead, coach, and develop direct reports, ensuring high professional standards and continuous process improvement. Represent the business on selected cross-functional and group-level credit and compliance initiatives. Collaborate with other functions to share insights, data, and best practices as required. Undertake additional projects and responsibilities as directed by senior finance leadership. What you'll need to succeed Professionally qualified or part-qualified (e.g. CICM, CIMA) and/or 10+ years' experience in global credit risk and regulatory compliance leadership.Strong understanding of credit drivers, exposure management, and customer risk mitigation.Excellent financial, analytical, and commercial judgment, with the ability to influence senior stakeholders.Hands-on experience with ERP systems (SAP preferred) and strong Excel, PowerPoint, and reporting capability.Proven experience in a product-driven manufacturing environment Knowledge of security instruments and structured credit arrangements.High attention to detail, with strong documentation and governance discipline.Ability to operate independently in a complex, international environment with a results-driven mindset.Strong leadership and coaching capability, fostering accuracy, accountability, and continuous improvement. What you'll get in return Competitive base salary Discretionary annual bonus Generous contributory pension scheme Life assurance 25 days' annual leave plus bank holidays, with flexibility and the option to purchase additional leave Ongoing professional and career development Access to a wide benefits package, including health, wellbeing, and insurance options Enhanced family-friendly policies Free on-site gym access Employee Assistance Programme offering confidential support services Cycle to Work scheme What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
A large organisation with Hull based site is recruiting a Global Credit Manager The Opportunity A global, highly complex manufacturing business is seeking an experienced Global Credit & Compliance Manager to join its finance leadership team. This is a high-profile role supporting international operations across Europe, Asia, and the Americas, with responsibility for global customer credit risk and enterprise-wide compliance governance.The role sits at the intersection of commercial decision-making, cash optimisation, and regulatory compliance, offering exposure to senior leadership and Board-level reporting within a large, international group environment. Key Responsibilities Lead the global credit and compliance agenda, ensuring policies, processes, and reporting are fit for purpose and aligned to business strategy and delegation of authority. Own global customer credit risk management, including financial analysis, credit limit recommendations, and risk mitigation using internal and external data sources. Present quarterly credit performance and key compliance updates to senior leadership and Board-level stakeholders. Oversee credit control activities to drive timely cash collection while supporting commercial continuity. Partner with commercial teams, including participation in customer meetings, to balance growth and risk. Lead preparation of monthly performance and compliance reporting for senior management. Ensure Letters of Credit are managed in line with UCP regulations and internal guidelines. Oversee securitisation reporting to Group, ensuring accuracy and timeliness. Lead complex debt resolution and recovery activities, liaising with administrators, legal advisors, and other stakeholders. Monitor and advise on changing regulatory requirements impacting the business. Drive and embed a strong culture of compliance across the organisation, including Competition Law, Anti-Bribery & Corruption, Sanctions, Modern Slavery, Dawn Raids, and Code of Conduct. Conduct third-party due diligence and integrity assessments, working closely with external advisors. Manage gifts and entertainment registers, sanctions reporting, and KYC responses to financial institutions. Provide leadership, coaching, and development to direct reports, maintaining high professional and ethical standards. Represent the business on selected global credit and compliance initiatives. Support ad-hoc projects and activities as required by senior finance leadership. Candidate Profile Qualified or part-qualified CICM / CIMA, or equivalent experience. Progressive experience in global credit risk management and regulatory compliance within a complex, international environment. Strong understanding of credit drivers, customer risk, and security instruments (e.g. Letters of Credit). Commercially minded with strong financial and analytical capability. Confident, operating independently and influencing senior stakeholders. Strong systems and PC skills (advanced Excel essential; SAP experience highly desirable). Meticulous attention to detail with a strong focus on data quality, consistency, and governance. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Jun 13, 2026
Full time
A large organisation with Hull based site is recruiting a Global Credit Manager The Opportunity A global, highly complex manufacturing business is seeking an experienced Global Credit & Compliance Manager to join its finance leadership team. This is a high-profile role supporting international operations across Europe, Asia, and the Americas, with responsibility for global customer credit risk and enterprise-wide compliance governance.The role sits at the intersection of commercial decision-making, cash optimisation, and regulatory compliance, offering exposure to senior leadership and Board-level reporting within a large, international group environment. Key Responsibilities Lead the global credit and compliance agenda, ensuring policies, processes, and reporting are fit for purpose and aligned to business strategy and delegation of authority. Own global customer credit risk management, including financial analysis, credit limit recommendations, and risk mitigation using internal and external data sources. Present quarterly credit performance and key compliance updates to senior leadership and Board-level stakeholders. Oversee credit control activities to drive timely cash collection while supporting commercial continuity. Partner with commercial teams, including participation in customer meetings, to balance growth and risk. Lead preparation of monthly performance and compliance reporting for senior management. Ensure Letters of Credit are managed in line with UCP regulations and internal guidelines. Oversee securitisation reporting to Group, ensuring accuracy and timeliness. Lead complex debt resolution and recovery activities, liaising with administrators, legal advisors, and other stakeholders. Monitor and advise on changing regulatory requirements impacting the business. Drive and embed a strong culture of compliance across the organisation, including Competition Law, Anti-Bribery & Corruption, Sanctions, Modern Slavery, Dawn Raids, and Code of Conduct. Conduct third-party due diligence and integrity assessments, working closely with external advisors. Manage gifts and entertainment registers, sanctions reporting, and KYC responses to financial institutions. Provide leadership, coaching, and development to direct reports, maintaining high professional and ethical standards. Represent the business on selected global credit and compliance initiatives. Support ad-hoc projects and activities as required by senior finance leadership. Candidate Profile Qualified or part-qualified CICM / CIMA, or equivalent experience. Progressive experience in global credit risk management and regulatory compliance within a complex, international environment. Strong understanding of credit drivers, customer risk, and security instruments (e.g. Letters of Credit). Commercially minded with strong financial and analytical capability. Confident, operating independently and influencing senior stakeholders. Strong systems and PC skills (advanced Excel essential; SAP experience highly desirable). Meticulous attention to detail with a strong focus on data quality, consistency, and governance. What you need to do now If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now. If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
Savings / Banking Administrator (Full Time, working a 4 day working week) 30,000 - 32,000 per annum Tonbridge Office Based - Working a 5 day week within a 4 day working week pattern. (32hours, 8 hours a day, 4 days a week with one day off in the week) Benefits: Generous Annual Leave + Bank Holidays, 24/7 GP, EAP, private medical (eligible), income protection, Pension, life assurance, enhanced parental/sick pay, Discounts (Perkbox), travel loans, cycle scheme, tech loans Are you passionate about making a difference in the Banking sector? Do you thrive in a dynamic, high-volume environment while providing exceptional service? Do you have recent Banking KYC and AML and compliance knowledge? If so, we invite you to apply for the position of Savings Administrator at our client's organisation in Tonbridge! Why Join Us? As a Savings Administrator, you will play a crucial role in supporting the Savings Team in achieving its objectives. Reporting to a Head of Savings your contributions will directly impact their saving portfolio of clients and helping them with their financial needs while adhering to high standards of service and compliance. Key Responsibilities: Customer Handling: Promptly action saver account requests and respond to general inquiries via phone, email, or letter. Maintain customer confidentiality in line with Data Protection regulations. Uphold the Conduct Risk & AML framework, ensuring compliance at all times Deposit Accounts: Conduct manual Anti-Money Laundering checks and support the opening of new accounts. Process postal applications efficiently using the core banking platform. Electronically scanning account forms ensuring there is a clear audit trail and that transactions are compliant with the Bank's policies and a right first-time culture is achieved. Manage account maturities, closures, and withdrawals, ensuring a clear audit trail and compliance. Banking Operations: Input deposit data accurately into Aurius and perform account reconciliations. Monitor daily workloads and prioritise tasks to meet service level agreements. Document and test new products and procedures while creating inserts for departmental manuals. General Operations: Be the main point of contact for incoming calls, directing them appropriately. Assist with reception duties, including managing incoming and outgoing post. Provide management information about the savings portfolio as needed. Who You Are: Experience: At least 5 years of customer service experience in a Banking/Financial services environment. Proficient in administrative procedures and practices (KYC/AML/Consumer Drivers), with a strong focus on data entry. Knowledge: Familiarity with savings products and banking processes is a plus! Education: Minimum GCSE standard with A-C grades in Maths and English. Skills: Excellent written and verbal communication skills. A confident telephone manner High degree of work accuracy and attention to detail with an analytical approach Excellent communication skills, both verbal and written, with good knowledge of MS Office; Outlook, Word, Excel Apply now to be part of our clients dedicated Savings dedicated team, where your efforts will help us continue to support savers and make a real difference in the charity sector. Application Process: Please submit your CV online outlining your relevant experience. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells (phone number removed) (url removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Jun 11, 2026
Full time
Savings / Banking Administrator (Full Time, working a 4 day working week) 30,000 - 32,000 per annum Tonbridge Office Based - Working a 5 day week within a 4 day working week pattern. (32hours, 8 hours a day, 4 days a week with one day off in the week) Benefits: Generous Annual Leave + Bank Holidays, 24/7 GP, EAP, private medical (eligible), income protection, Pension, life assurance, enhanced parental/sick pay, Discounts (Perkbox), travel loans, cycle scheme, tech loans Are you passionate about making a difference in the Banking sector? Do you thrive in a dynamic, high-volume environment while providing exceptional service? Do you have recent Banking KYC and AML and compliance knowledge? If so, we invite you to apply for the position of Savings Administrator at our client's organisation in Tonbridge! Why Join Us? As a Savings Administrator, you will play a crucial role in supporting the Savings Team in achieving its objectives. Reporting to a Head of Savings your contributions will directly impact their saving portfolio of clients and helping them with their financial needs while adhering to high standards of service and compliance. Key Responsibilities: Customer Handling: Promptly action saver account requests and respond to general inquiries via phone, email, or letter. Maintain customer confidentiality in line with Data Protection regulations. Uphold the Conduct Risk & AML framework, ensuring compliance at all times Deposit Accounts: Conduct manual Anti-Money Laundering checks and support the opening of new accounts. Process postal applications efficiently using the core banking platform. Electronically scanning account forms ensuring there is a clear audit trail and that transactions are compliant with the Bank's policies and a right first-time culture is achieved. Manage account maturities, closures, and withdrawals, ensuring a clear audit trail and compliance. Banking Operations: Input deposit data accurately into Aurius and perform account reconciliations. Monitor daily workloads and prioritise tasks to meet service level agreements. Document and test new products and procedures while creating inserts for departmental manuals. General Operations: Be the main point of contact for incoming calls, directing them appropriately. Assist with reception duties, including managing incoming and outgoing post. Provide management information about the savings portfolio as needed. Who You Are: Experience: At least 5 years of customer service experience in a Banking/Financial services environment. Proficient in administrative procedures and practices (KYC/AML/Consumer Drivers), with a strong focus on data entry. Knowledge: Familiarity with savings products and banking processes is a plus! Education: Minimum GCSE standard with A-C grades in Maths and English. Skills: Excellent written and verbal communication skills. A confident telephone manner High degree of work accuracy and attention to detail with an analytical approach Excellent communication skills, both verbal and written, with good knowledge of MS Office; Outlook, Word, Excel Apply now to be part of our clients dedicated Savings dedicated team, where your efforts will help us continue to support savers and make a real difference in the charity sector. Application Process: Please submit your CV online outlining your relevant experience. This role is being managed by Debbie Foster - Office Angels - Tunbridge Wells (phone number removed) (url removed) Office Angels is an employment agency. We are an equal opportunities employer who put expertise, energy, and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. We do this by showcasing their talents, skills and unique experience in an inclusive environment that helps them thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer. By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
Responsibilities Client Implementation Associate We are seeking Client Implementation Associates to join our team in a hybrid capacity, with the flexibility to work remotely as well as from our Leeds offices. In this role, you will play a key part in managing changes to our existing client mandates and the onboarding of new clients and related managers/vendors. Additionally, you will support the end delivery of our reporting and manage and source responses to queries from wide ranging internal teams, and a range of external parties, including custodians, investment managers, auditors and administrators. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like You'll work across a range of our delegated investment clients, liaising with multiple internal and external parties at many different levels of seniority, to successfully onboard and amend client mandates. Additionally, you will be managing a range of queries, requests and questions related to our delegated clients. Great organisation and task management will be essential in progressing multiple tasks to target. Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning Coordinating mandate changes (e.g. guidelines, benchmarks), manager allocations and other changes Delivering completed reporting to client teams via our investment portals and through traditional delivery methods Responding to information requests from clients and their auditors, consultants, actuaries, and administrators Providing general ongoing client service support to our wider business Maintaining operational procedure and control documentation for the business How this opportunity is different Being uniquely positioned, the UK Investment Operations team operates in a demanding, fast-moving environment, offering exposure to a dynamic, multi-asset fund-of-funds platform. This role provides a rare opportunity to work across a broad range of activities, with genuinely varied and intellectually interesting responsibilities. As you develop, you'll take on increasing levels of ownership and gain direct involvement in high-profile areas of the business, such as our OCIO offering, creating a strong platform for progression and career growth. Skills and experience that will lead to success Excellent project and multi-task management skills are essential. You must be strong with workload organisation to stay on top of lots of complex moving parts Excellent verbal and written communication skills, with the ability to convey complex information clearly and confidently Excellent communication skills, both verbal and written Strong interpersonal skills, with a proven ability to build and maintain effective relationships with internal stakeholders and external parties High level of attention to detail, ensuring accuracy and consistency in all deliverables. Ability to work to tight deadlines Ability to work as part of a team and on your own initiative Experience working in an Operations team, ideally within financial services or a related investment environment
Jun 11, 2026
Full time
Responsibilities Client Implementation Associate We are seeking Client Implementation Associates to join our team in a hybrid capacity, with the flexibility to work remotely as well as from our Leeds offices. In this role, you will play a key part in managing changes to our existing client mandates and the onboarding of new clients and related managers/vendors. Additionally, you will support the end delivery of our reporting and manage and source responses to queries from wide ranging internal teams, and a range of external parties, including custodians, investment managers, auditors and administrators. Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organisation, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like You'll work across a range of our delegated investment clients, liaising with multiple internal and external parties at many different levels of seniority, to successfully onboard and amend client mandates. Additionally, you will be managing a range of queries, requests and questions related to our delegated clients. Great organisation and task management will be essential in progressing multiple tasks to target. Driving the on-boarding process for new clients, which includes coordination of legal and fund documentation, account set-up, AML/KYC checks and transition planning Coordinating mandate changes (e.g. guidelines, benchmarks), manager allocations and other changes Delivering completed reporting to client teams via our investment portals and through traditional delivery methods Responding to information requests from clients and their auditors, consultants, actuaries, and administrators Providing general ongoing client service support to our wider business Maintaining operational procedure and control documentation for the business How this opportunity is different Being uniquely positioned, the UK Investment Operations team operates in a demanding, fast-moving environment, offering exposure to a dynamic, multi-asset fund-of-funds platform. This role provides a rare opportunity to work across a broad range of activities, with genuinely varied and intellectually interesting responsibilities. As you develop, you'll take on increasing levels of ownership and gain direct involvement in high-profile areas of the business, such as our OCIO offering, creating a strong platform for progression and career growth. Skills and experience that will lead to success Excellent project and multi-task management skills are essential. You must be strong with workload organisation to stay on top of lots of complex moving parts Excellent verbal and written communication skills, with the ability to convey complex information clearly and confidently Excellent communication skills, both verbal and written Strong interpersonal skills, with a proven ability to build and maintain effective relationships with internal stakeholders and external parties High level of attention to detail, ensuring accuracy and consistency in all deliverables. Ability to work to tight deadlines Ability to work as part of a team and on your own initiative Experience working in an Operations team, ideally within financial services or a related investment environment
Sewell Wallis are currently working with a highly reputable global professional services organisation based in Sheffield, South Yorkshire, who are looking to recruit an AML Analyst to join their Risk & Compliance team on a 24-month fixed-term contract basis. This is an excellent opportunity for someone looking to develop a long-term career within Risk, Compliance and Financial Crime, joining a collaborative and highly regarded team within an international business environment. The successful candidate will join the Ongoing Monitoring team, supporting the administration and review of client due diligence processes to ensure compliance with Anti-Money Laundering regulations. What will you be doing? Reviewing and assessing the risk profiles of existing clients and identifying any changes. Supporting ongoing monitoring activities to ensure client due diligence records remain accurate and up to date. Conducting company searches, sanctions checks and adverse media/press searches. Liaising with senior stakeholders and Partners regarding AML and client due diligence matters. Supporting the wider Compliance team with AML-related research and regulatory tasks. Assisting with the administration of general AML and compliance matters. Ensuring all processes are completed in line with regulatory requirements and internal procedures. Supporting continuous improvement initiatives within the Risk & Compliance function. What skills are we looking for? Degree educated and/or previous experience within AML, KYC or Compliance. Experience within a professional services environment would be advantageous. Knowledge of the Money Laundering Regulations 2017 and AML regulations. Strong analytical and research skills. Excellent attention to detail and organisational ability. Strong communication skills and confidence in liaising with stakeholders at all levels. Good working knowledge of Microsoft Excel and Outlook. A proactive and solutions-focused approach. What's on offer? Hybrid working (50/50 split). Bonus scheme. 25+8 days annual leave (rising with service). Private medical insurance. Potential for contact extension/a permanent appointment. Excellent long-term development opportunities within Risk & Compliance. Supportive, collaborative and inclusive team culture. If you are looking to develop your career as an Analyst within AML, Risk or Compliance and would like to join a highly respected global organisation, please apply below or contact Eleanor Kirk for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Jun 11, 2026
Full time
Sewell Wallis are currently working with a highly reputable global professional services organisation based in Sheffield, South Yorkshire, who are looking to recruit an AML Analyst to join their Risk & Compliance team on a 24-month fixed-term contract basis. This is an excellent opportunity for someone looking to develop a long-term career within Risk, Compliance and Financial Crime, joining a collaborative and highly regarded team within an international business environment. The successful candidate will join the Ongoing Monitoring team, supporting the administration and review of client due diligence processes to ensure compliance with Anti-Money Laundering regulations. What will you be doing? Reviewing and assessing the risk profiles of existing clients and identifying any changes. Supporting ongoing monitoring activities to ensure client due diligence records remain accurate and up to date. Conducting company searches, sanctions checks and adverse media/press searches. Liaising with senior stakeholders and Partners regarding AML and client due diligence matters. Supporting the wider Compliance team with AML-related research and regulatory tasks. Assisting with the administration of general AML and compliance matters. Ensuring all processes are completed in line with regulatory requirements and internal procedures. Supporting continuous improvement initiatives within the Risk & Compliance function. What skills are we looking for? Degree educated and/or previous experience within AML, KYC or Compliance. Experience within a professional services environment would be advantageous. Knowledge of the Money Laundering Regulations 2017 and AML regulations. Strong analytical and research skills. Excellent attention to detail and organisational ability. Strong communication skills and confidence in liaising with stakeholders at all levels. Good working knowledge of Microsoft Excel and Outlook. A proactive and solutions-focused approach. What's on offer? Hybrid working (50/50 split). Bonus scheme. 25+8 days annual leave (rising with service). Private medical insurance. Potential for contact extension/a permanent appointment. Excellent long-term development opportunities within Risk & Compliance. Supportive, collaborative and inclusive team culture. If you are looking to develop your career as an Analyst within AML, Risk or Compliance and would like to join a highly respected global organisation, please apply below or contact Eleanor Kirk for more information. To apply please send your CV, quoting our reference and specifying which website you saw this position advertised on. Due to the high volume of applications please accept that if we have not responded to your application within seven days, your application has not been successful. Sewell Wallis is a specialist recruitment company with a vast amount of experience in our industry we offer permanent, temporary and interim recruitment support for accounting and finance, human resources and business support positions. We recruit at all levels within finance from Purchase Ledger Administrator and Credit Controller level through to Financial Controller and Director positions. With offices in Sheffield and Leeds, we are well situated to cover all of South Yorkshire, West Yorkshire and Manchester. Please visit our website for more information on accountancy and finance jobs and human resources or business support positions.
Elizabeth Michael Associates Ltd
Swillington Common, Leeds
Finance Administrator LS25, Leeds £26,000 - £28,000 Mon Thurs 9am 5pm / Fri 9am 4pm Looking for someone to start asap Job Purpose We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products. The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail. You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process. Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services. Job Responsibilities Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion Maintained accurate client records, financial information and case notes using CRM and internal systems Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers Processed invoices, lender commissions, procurement fees and maintained accurate financial records Reconciled payments, commissions and administrative fees while supporting month end reporting activities Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements Assisted with the preparation of management reports, case tracking reports and business performance data Supported senior management with administrative tasks, diary management, document preparation and meeting coordination Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function Maintained strict confidentiality when handling sensitive financial and personal client information Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment Key skills required Experience using Xero (invoicing, reconciliations, financial records) High-volume invoice and commission processing Document verification (bank statements, accounts, proof of income) Strong organisation and ability to manage multiple priorities High attention to detail in fast-paced environments Customer service and professional communication EMA25
Jun 10, 2026
Full time
Finance Administrator LS25, Leeds £26,000 - £28,000 Mon Thurs 9am 5pm / Fri 9am 4pm Looking for someone to start asap Job Purpose We are seeking a highly organised and motivated Finance Administrator looking to build a long term career within the finance sector. This is an excellent opportunity for an ambitious individual with strong administrative and numerical skills to gain experience across commercial mortgages, business lending and specialist finance products. The successful candidate will have experience working in a fast paced environment, handling high volumes of financial transactions, invoices or documentation with strong accuracy and attention to detail. You will be highly organised, able to manage multiple priorities and proactive in supporting clients and stakeholders throughout the finance application process. Working closely with advisers, lenders, solicitors and clients to ensure applications are progressed efficiently while maintaining compliance with regulatory requirements. This role offers strong scope for development and career progression within financial services. Job Responsibilities Managed commercial mortgage, bridging finance, development finance and business loan applications from initial enquiry through to completion Maintained accurate client records, financial information and case notes using CRM and internal systems Collected, reviewed, and verified supporting documentation including bank statements, accounts, identification, proof of income and business financial records Prepared comprehensive lender application packs and submitted finance proposals to a panel of lenders Liaised with clients, lenders, solicitors, valuers, surveyors and brokers to ensure smooth progression of finance applications Monitored case pipelines, tracked application milestones and followed up on outstanding documentation to meet deadlines Conducted Anti-Money Laundering (AML), Know Your Customer (KYC), and compliance checks in accordance with FCA regulations and company procedures Assisted advisers and brokers with researching suitable lending solutions for commercial and residential finance cases Prepared financial summaries, client reports, affordability assessments and funding illustrations for review by senior advisers Processed invoices, lender commissions, procurement fees and maintained accurate financial records Reconciled payments, commissions and administrative fees while supporting month end reporting activities Responded promptly to client enquiries via telephone, email and face-to-face communication, providing regular updates throughout the application process Built and maintained strong professional relationships with clients, lenders, solicitors and third-party service providers Ensured all client files were complete, compliant and audit-ready in line with company standards and regulatory requirements Assisted with the preparation of management reports, case tracking reports and business performance data Supported senior management with administrative tasks, diary management, document preparation and meeting coordination Identified opportunities to improve processes and contributed to the efficient operation of the finance administration function Maintained strict confidentiality when handling sensitive financial and personal client information Delivered excellent customer service while managing multiple cases and priorities in a fast-paced financial services environment Key skills required Experience using Xero (invoicing, reconciliations, financial records) High-volume invoice and commission processing Document verification (bank statements, accounts, proof of income) Strong organisation and ability to manage multiple priorities High attention to detail in fast-paced environments Customer service and professional communication EMA25
Financial Intelligence Administrator Part Time FTC Location: Mid Kent Hours: Part Time 3 Days Salary: £16,915 (Pro Rata Rate) We are seeking a Part Time Financial Intelligence Administrator to join a leading business in Mid Kent on a Fixed Term Contract. In this role, you will support the Financial Intelligence Team by undertaking a broad range of KYC/AML and fraud prevention activities. This includes due diligence, transaction monitoring, fraud investigation, and payments screening. Duties Include: Conduct KYC and AML checks including screening and due diligence Review new accounts and identify risks or unusual activity Investigate fraud cases and maintain accurate records Liaise with customers and third parties to support investigations Verify customer identity documents in line with regulatory standards Perform transaction monitoring and escalate suspicious activity The successful candidate must have/be: Demonstrate knowledge in AML KYC or fraud investigations is an advantage Show knowledge of regulatory requirements and fraud risks is an advantage Display strong attention to detail and analytical thinking Use Microsoft Office tools confidently This role is being handled by Holly Ensoll & Chloe Wadhams, Business Support Consultants for Pearson Whiffin Recruitment. Not quite the right role but still looking? Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent s leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients. Find us on and By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far
Jun 10, 2026
Full time
Financial Intelligence Administrator Part Time FTC Location: Mid Kent Hours: Part Time 3 Days Salary: £16,915 (Pro Rata Rate) We are seeking a Part Time Financial Intelligence Administrator to join a leading business in Mid Kent on a Fixed Term Contract. In this role, you will support the Financial Intelligence Team by undertaking a broad range of KYC/AML and fraud prevention activities. This includes due diligence, transaction monitoring, fraud investigation, and payments screening. Duties Include: Conduct KYC and AML checks including screening and due diligence Review new accounts and identify risks or unusual activity Investigate fraud cases and maintain accurate records Liaise with customers and third parties to support investigations Verify customer identity documents in line with regulatory standards Perform transaction monitoring and escalate suspicious activity The successful candidate must have/be: Demonstrate knowledge in AML KYC or fraud investigations is an advantage Show knowledge of regulatory requirements and fraud risks is an advantage Display strong attention to detail and analytical thinking Use Microsoft Office tools confidently This role is being handled by Holly Ensoll & Chloe Wadhams, Business Support Consultants for Pearson Whiffin Recruitment. Not quite the right role but still looking? Whether you are entry or Executive level, our team of experienced Recruitment specialists can help you with your career. We are Kent s leading independent consultancy and pride ourselves on delivering an exceptional service to both candidates and clients. Find us on and By working with us, you will be helping support charities across Kent; we have raised over £50,000 so far
