COREP-focused regulatory reporting contractor - £425 per day interim - London Your new company A well-established UK wealth and investment management firm is seeking additional support within its Regulatory Reporting function. Based in London, the team is responsible for delivering accurate and timely regulatory submissions and is continuing to strengthen its reporting capability in line with evolving regulatory requirements. Your new role A Regulatory Reporting Accountant / Analyst is required to support the ongoing production of regulatory returns, with a particular focus on COREP reporting. This opportunity is available on an interim/day-rate basis, offering flexibility depending on your preference. This is a hands-on, BAU-focused role where you will take ownership of the end-to-end production of COREP templates, ensuring submissions are accurate, compliant with regulatory requirements and delivered to strict deadlines. You will be responsible for data collection, reconciliation and validation, investigating variances, and ensuring the integrity of outputs submitted to regulatory bodies. Alongside core reporting responsibilities, you will also support ongoing regulatory change initiatives, including enhancements to reporting processes and systems, and assist with testing and UAT where required. You will work closely with teams across Finance, Risk and Data to ensure the completeness and accuracy of inputs used in capital and RWA calculations. What you'll need to succeed Proven experience in regulatory reporting within a financial services institution Strong hands-on experience producing COREP returns Good understanding of capital reporting, including RWA calculations Familiarity with Basel frameworks (Basel III / 3.1 beneficial) Strong attention to detail and ability to work to tight regulatory deadlines Experience performing reconciliations, controls, and data validation within reporting processes Solid Excel skills, with exposure to SQL or data tools advantageous. Experience with regulatory reporting systems (e.g. Regnology, WKFS or similar) is desirable What you'll get in return You will join a collaborative regulatory reporting team in a role with clear ownership of key deliverables, with the flexibility to engage either on a fixed-term or interim basis. This is an opportunity to further develop your COREP and capital reporting expertise within a well-regarded financial services environment, while gaining exposure to ongoing improvements and regulatory change activity within the function. 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 24, 2026
Contractor
COREP-focused regulatory reporting contractor - £425 per day interim - London Your new company A well-established UK wealth and investment management firm is seeking additional support within its Regulatory Reporting function. Based in London, the team is responsible for delivering accurate and timely regulatory submissions and is continuing to strengthen its reporting capability in line with evolving regulatory requirements. Your new role A Regulatory Reporting Accountant / Analyst is required to support the ongoing production of regulatory returns, with a particular focus on COREP reporting. This opportunity is available on an interim/day-rate basis, offering flexibility depending on your preference. This is a hands-on, BAU-focused role where you will take ownership of the end-to-end production of COREP templates, ensuring submissions are accurate, compliant with regulatory requirements and delivered to strict deadlines. You will be responsible for data collection, reconciliation and validation, investigating variances, and ensuring the integrity of outputs submitted to regulatory bodies. Alongside core reporting responsibilities, you will also support ongoing regulatory change initiatives, including enhancements to reporting processes and systems, and assist with testing and UAT where required. You will work closely with teams across Finance, Risk and Data to ensure the completeness and accuracy of inputs used in capital and RWA calculations. What you'll need to succeed Proven experience in regulatory reporting within a financial services institution Strong hands-on experience producing COREP returns Good understanding of capital reporting, including RWA calculations Familiarity with Basel frameworks (Basel III / 3.1 beneficial) Strong attention to detail and ability to work to tight regulatory deadlines Experience performing reconciliations, controls, and data validation within reporting processes Solid Excel skills, with exposure to SQL or data tools advantageous. Experience with regulatory reporting systems (e.g. Regnology, WKFS or similar) is desirable What you'll get in return You will join a collaborative regulatory reporting team in a role with clear ownership of key deliverables, with the flexibility to engage either on a fixed-term or interim basis. This is an opportunity to further develop your COREP and capital reporting expertise within a well-regarded financial services environment, while gaining exposure to ongoing improvements and regulatory change activity within the function. 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.
This role requires a skilled Data & Systems Analyst (Power BI & SQL) to support analytics initiatives within a not-for-profit organisation. The successful candidate will use SQL and Power BI to deliver insightful data solutions and support informed decision-making. Client Details We are a not-for-profit organisation is who are committed to making a meaningful impact in the community. As a medium-sized entity,we provides affordable sheltered, extra care, and independent living apartments for people over 55. Our organisational values are: Bold & Brave - We create a space for belonging and inspire our residents, colleagues and customers to be the best possible version of themselves, to make bold choices, grow, learn and excel. Compassionate - We put the person at the heart of everything we do and celebrate the diversity of our residents, colleagues and customers. We don't just say we care; our actions show we care. Honest - We are open and honest; we value and respect each other's opinions and thoughts. We are inclusive in our interactions and encourage others to be the same. Positive - We are inclusive in our approach, we are resilient and focused on delivering the best possible outcomes for our residents, colleagues and customers. Description The successful Data & Systems Analyst will be responsible for but not limited to: Develop, maintain and enhance Power BI dashboards, reports and KPI scorecards. Produce management information and performance reports for operational teams, Senior Leadership Team and Board. Design and maintain data models, measures and calculations using Power BI, Power Query and DAX. Identify trends, risks and opportunities through analysis of operational and financial data. Support regulatory, compliance and performance reporting requirements. Promote self-service reporting capabilities across the organisation. Profile A successful Business Analyst SQL / Power BI should have: Proficiency in SQL for data querying and manipulation. Strong experience with Power BI for creating reports and dashboards. Knowledge of best practices in data visualisation and analysis. Ability to collaborate effectively with cross-functional teams. A keen eye for detail and a commitment to data accuracy. Familiarity with not-for-profit sector challenges is advantageous. Job Offer Competitive salary ranging from 40,000to 45,000. Opportunities to work on meaningful projects within the not-for-profit industry. Supportive and collaborative work environment in Wirral. Chance to develop skills in SQL and Power BI within a professional setting. Flexible working arrangements and benefits to be confirmed. This is an excellent opportunity for a skilled Data & Systems Analyst (Power BI & SQL) to make a tangible impact in a not-for-profit organisation. Apply now for more information and a detailed job description.
Jun 22, 2026
Full time
This role requires a skilled Data & Systems Analyst (Power BI & SQL) to support analytics initiatives within a not-for-profit organisation. The successful candidate will use SQL and Power BI to deliver insightful data solutions and support informed decision-making. Client Details We are a not-for-profit organisation is who are committed to making a meaningful impact in the community. As a medium-sized entity,we provides affordable sheltered, extra care, and independent living apartments for people over 55. Our organisational values are: Bold & Brave - We create a space for belonging and inspire our residents, colleagues and customers to be the best possible version of themselves, to make bold choices, grow, learn and excel. Compassionate - We put the person at the heart of everything we do and celebrate the diversity of our residents, colleagues and customers. We don't just say we care; our actions show we care. Honest - We are open and honest; we value and respect each other's opinions and thoughts. We are inclusive in our interactions and encourage others to be the same. Positive - We are inclusive in our approach, we are resilient and focused on delivering the best possible outcomes for our residents, colleagues and customers. Description The successful Data & Systems Analyst will be responsible for but not limited to: Develop, maintain and enhance Power BI dashboards, reports and KPI scorecards. Produce management information and performance reports for operational teams, Senior Leadership Team and Board. Design and maintain data models, measures and calculations using Power BI, Power Query and DAX. Identify trends, risks and opportunities through analysis of operational and financial data. Support regulatory, compliance and performance reporting requirements. Promote self-service reporting capabilities across the organisation. Profile A successful Business Analyst SQL / Power BI should have: Proficiency in SQL for data querying and manipulation. Strong experience with Power BI for creating reports and dashboards. Knowledge of best practices in data visualisation and analysis. Ability to collaborate effectively with cross-functional teams. A keen eye for detail and a commitment to data accuracy. Familiarity with not-for-profit sector challenges is advantageous. Job Offer Competitive salary ranging from 40,000to 45,000. Opportunities to work on meaningful projects within the not-for-profit industry. Supportive and collaborative work environment in Wirral. Chance to develop skills in SQL and Power BI within a professional setting. Flexible working arrangements and benefits to be confirmed. This is an excellent opportunity for a skilled Data & Systems Analyst (Power BI & SQL) to make a tangible impact in a not-for-profit organisation. Apply now for more information and a detailed job description.
Payroll Administrator (FTC - Maternity Cover until 31 July 2027) Location: Solihull (On-site/Hybrid - depending on client needs) Company: Expleo Industry: Automotive / Manufacturing Expleo is currently seeking an experienced Payroll Administrator to join our team, supporting a prestigious automotive manufacturing client based in Solihull. This role is offered on a fixed-term contract until 31st July 2027 to cover maternity leave. This is an exciting opportunity for a payroll professional to play a key role within a fast-paced, high-volume environment. You will act as a subject matter expert, ensuring payroll accuracy, compliance, and continuous process improvement. Key Responsibilities Manage end-to-end payroll processes, including: Calculation of gross and net pay (salary, overtime, shift premiums, bonuses, commissions, etc.) Processing statutory deductions, tax withholdings, benefits, and payroll liabilities Maintain and update payroll records, including: Salary changes, pensions, insurance, and deductions New starters, leavers, and employee lifecycle changes Perform payroll reconciliations, including payments, deductions, and general ledger entries Validate and administer payroll data, ensuring accuracy and integrity Monitor and ensure compliance with payroll legislation and company policies Respond to payroll-related queries from employees and managers in a timely and professional manner Monitor and maintain leave records (e.g., annual leave, sick leave) Support continuous improvement initiatives and payroll process optimisation Coach and support junior team members when required About You Proven experience in a payroll administration or payroll analyst role, ideally within a high-volume environment Strong understanding of UK payroll legislation and compliance requirements Experience working within automotive, manufacturing, or similar fast-paced industries (desirable) Excellent attention to detail and accuracy Strong analytical and problem-solving skills Ability to manage complex payroll processes with minimal supervision Strong communication skills with the ability to explain payroll matters clearly Experience using payroll systems and Excel Apply Today If you're an experienced payroll professional ready to take on a challenging and rewarding role, we'd love to hear from you.
Jun 22, 2026
Contractor
Payroll Administrator (FTC - Maternity Cover until 31 July 2027) Location: Solihull (On-site/Hybrid - depending on client needs) Company: Expleo Industry: Automotive / Manufacturing Expleo is currently seeking an experienced Payroll Administrator to join our team, supporting a prestigious automotive manufacturing client based in Solihull. This role is offered on a fixed-term contract until 31st July 2027 to cover maternity leave. This is an exciting opportunity for a payroll professional to play a key role within a fast-paced, high-volume environment. You will act as a subject matter expert, ensuring payroll accuracy, compliance, and continuous process improvement. Key Responsibilities Manage end-to-end payroll processes, including: Calculation of gross and net pay (salary, overtime, shift premiums, bonuses, commissions, etc.) Processing statutory deductions, tax withholdings, benefits, and payroll liabilities Maintain and update payroll records, including: Salary changes, pensions, insurance, and deductions New starters, leavers, and employee lifecycle changes Perform payroll reconciliations, including payments, deductions, and general ledger entries Validate and administer payroll data, ensuring accuracy and integrity Monitor and ensure compliance with payroll legislation and company policies Respond to payroll-related queries from employees and managers in a timely and professional manner Monitor and maintain leave records (e.g., annual leave, sick leave) Support continuous improvement initiatives and payroll process optimisation Coach and support junior team members when required About You Proven experience in a payroll administration or payroll analyst role, ideally within a high-volume environment Strong understanding of UK payroll legislation and compliance requirements Experience working within automotive, manufacturing, or similar fast-paced industries (desirable) Excellent attention to detail and accuracy Strong analytical and problem-solving skills Ability to manage complex payroll processes with minimal supervision Strong communication skills with the ability to explain payroll matters clearly Experience using payroll systems and Excel Apply Today If you're an experienced payroll professional ready to take on a challenging and rewarding role, we'd love to hear from you.
Senior Service Charge Analyst Location: London Salary: £44,000 - £49,000 Full-time Permanent Hybrid About the Role We're seeking an experienced and commercially minded Senior Service Charge Analyst to join a growing housing and property organisation delivering high-quality services across residential communities. This is a senior-level opportunity for someone with deep expertise in service charge management, complex reconciliations, stakeholder engagement, and service charge transformation projects. You'll play a key role in improving processes, ensuring compliance, and driving best practice across a large and diverse property portfolio. You'll work closely with operational teams, finance, development, and senior leadership to ensure service charges are accurate, transparent, recoverable, and customer-focused. Key Responsibilities Lead the accurate calculation, construction, and issuance of estimated and actual service charges across a complex portfolio Ensure compliance with all legislative requirements, lease agreements, and regulatory deadlines Manage and resolve complex resident queries, disputes, and complaints relating to service charges Act as a senior subject matter expert on service charge legislation, policy, and best practice Partner with budget holders, operational teams, and managing agents to ensure accurate cost allocation and recovery Support service charge transformation initiatives, systems integration projects, and process improvements Review and enhance service charge procedures to maximise efficiency and recoverability Provide service charge expertise for new developments, including attending design and mobilisation meetings Prepare supporting documentation for First Tier Tribunal cases and attend hearings where required Analyse data trends and identify opportunities to improve communication, transparency, and resident experience Mentor junior analysts and support knowledge sharing across the wider team About You We're looking for someone who combines strong technical knowledge with excellent communication and stakeholder management skills. Essential Experience Significant experience within service charge analysis or service charge accounting Strong understanding of residential and/or commercial service charge legislation and compliance Experience managing complex schemes and high-volume portfolios Proven ability to interpret leases and ensure accurate cost recovery Experience handling escalated customer queries and disputes Advanced financial and analytical skills Strong Excel and systems experience Excellent organisational and project management skills Desirable Housing association or property management experience Experience supporting service charge transformation or systems implementation projects Knowledge of First Tier Tribunal processes Experience mentoring or supporting junior team members
Jun 20, 2026
Full time
Senior Service Charge Analyst Location: London Salary: £44,000 - £49,000 Full-time Permanent Hybrid About the Role We're seeking an experienced and commercially minded Senior Service Charge Analyst to join a growing housing and property organisation delivering high-quality services across residential communities. This is a senior-level opportunity for someone with deep expertise in service charge management, complex reconciliations, stakeholder engagement, and service charge transformation projects. You'll play a key role in improving processes, ensuring compliance, and driving best practice across a large and diverse property portfolio. You'll work closely with operational teams, finance, development, and senior leadership to ensure service charges are accurate, transparent, recoverable, and customer-focused. Key Responsibilities Lead the accurate calculation, construction, and issuance of estimated and actual service charges across a complex portfolio Ensure compliance with all legislative requirements, lease agreements, and regulatory deadlines Manage and resolve complex resident queries, disputes, and complaints relating to service charges Act as a senior subject matter expert on service charge legislation, policy, and best practice Partner with budget holders, operational teams, and managing agents to ensure accurate cost allocation and recovery Support service charge transformation initiatives, systems integration projects, and process improvements Review and enhance service charge procedures to maximise efficiency and recoverability Provide service charge expertise for new developments, including attending design and mobilisation meetings Prepare supporting documentation for First Tier Tribunal cases and attend hearings where required Analyse data trends and identify opportunities to improve communication, transparency, and resident experience Mentor junior analysts and support knowledge sharing across the wider team About You We're looking for someone who combines strong technical knowledge with excellent communication and stakeholder management skills. Essential Experience Significant experience within service charge analysis or service charge accounting Strong understanding of residential and/or commercial service charge legislation and compliance Experience managing complex schemes and high-volume portfolios Proven ability to interpret leases and ensure accurate cost recovery Experience handling escalated customer queries and disputes Advanced financial and analytical skills Strong Excel and systems experience Excellent organisational and project management skills Desirable Housing association or property management experience Experience supporting service charge transformation or systems implementation projects Knowledge of First Tier Tribunal processes Experience mentoring or supporting junior team members
Role: HR Systems Administrator Type: Temporary until February 2027 (Maternity Cover) Salary: 37,280 - 41,771 per annum Hybrid or Remote: Agile working arrangements available (approximately 60% office-based) Location: Derbyshire Sellick Partnership is partnering with a public sector organisation to recruit a Systems Administrator (HR) on a temporary basis. The Responsibilities of the HR Systems Administrator will be: Administer, develop, and maintain HR databases and associated systems. Ensure compliance with Data Protection legislation and maintain data security. Configure, test, and maintain HR systems including user setup, documentation, and training. Manage system updates and validate data quality across workflows, reports, and interfaces. Produce reports and statistical analysis to support workforce planning and management decisions. Provide system training and create user guides for staff. Support HR processes such as pay awards, contractual changes, and leave calculations. Work collaboratively with system providers to resolve issues and improve system functionality. Promote continuous improvement through process automation and innovation. Act as a subject matter expert on HR systems across the organisation. The Ideal candidate for the HR Systems Administrator role will have: Strong understanding of management information systems and data structures. Advanced Excel skills and ability to analyse and present data clearly. Experience delivering training and creating technical documentation. Excellent communication and problem-solving skills. BTEC/NVQ Level 3 in Business and Administration or equivalent experience. How to apply for the HR Systems Administrator role: If you believe that you are well-suited to this excellent opportunity of a HR Systems Administrator, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information. CVs will be screened and sent over to the client for shortlisting, the successful applicants interviews will be arranged as soon as possible. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
Oct 06, 2025
Contractor
Role: HR Systems Administrator Type: Temporary until February 2027 (Maternity Cover) Salary: 37,280 - 41,771 per annum Hybrid or Remote: Agile working arrangements available (approximately 60% office-based) Location: Derbyshire Sellick Partnership is partnering with a public sector organisation to recruit a Systems Administrator (HR) on a temporary basis. The Responsibilities of the HR Systems Administrator will be: Administer, develop, and maintain HR databases and associated systems. Ensure compliance with Data Protection legislation and maintain data security. Configure, test, and maintain HR systems including user setup, documentation, and training. Manage system updates and validate data quality across workflows, reports, and interfaces. Produce reports and statistical analysis to support workforce planning and management decisions. Provide system training and create user guides for staff. Support HR processes such as pay awards, contractual changes, and leave calculations. Work collaboratively with system providers to resolve issues and improve system functionality. Promote continuous improvement through process automation and innovation. Act as a subject matter expert on HR systems across the organisation. The Ideal candidate for the HR Systems Administrator role will have: Strong understanding of management information systems and data structures. Advanced Excel skills and ability to analyse and present data clearly. Experience delivering training and creating technical documentation. Excellent communication and problem-solving skills. BTEC/NVQ Level 3 in Business and Administration or equivalent experience. How to apply for the HR Systems Administrator role: If you believe that you are well-suited to this excellent opportunity of a HR Systems Administrator, please apply directly or contact Tim Farnsworth at Sellick Partnership Derby Office for more information. CVs will be screened and sent over to the client for shortlisting, the successful applicants interviews will be arranged as soon as possible. Sellick Partnership is proud to be an inclusive and accessible recruitment business and we support applications from candidates of all backgrounds and circumstances. Please note, our advertisements use years' experience, hourly rates, and salary levels purely as a guide and we assess applications based on the experience and skills evidenced on the CV. For information on how your personal details may be used by Sellick Partnership, please review our data processing notice on our website.
C# Pricing Services Analyst/Developer FX Options Our prestigious Global Investment Bank client is seeking a permanent highly skilled Pricing Services Analyst/Developer to join its GIT - CMI - Risk FX IT team. This senior role requires an individual with exceptional skills in C#, and integrating quant libraries. A strong background in pricing models and risk analytics for both vanilla and exotic FX derivatives. The successful candidate will be instrumental in developing low-latency, scalable systems and ensuring their seamless integration into Real Time trading platforms. Required Skills & Qualifications: Highly experienced in C#, Java, and Quant Library development, particularly within a fast-paced, agile environment. Solid understanding of mathematics as applied to derivatives risk and pricing. Experience working with traders, quants, and risk managers in an investment banking environment. Excellent written and verbal communication skills in English. Desirable: C++ development experience, experience with APIs and web services interfaces, and some French language skills. Day-to-Day Responsibilities: Design and implement pricing and risk analytics tools for FX cash trades and options, including exotic and structured products. Develop and optimize quantitative models in collaboration with quants and traders. Ensure robust integration of pricing libraries with trading systems. Maintain and enhance low-latency infrastructure for Real Time risk and PnL calculations. Conduct backtesting and performance analysis of models and trading strategies. Provide technical guidance and support across the trading floor on model behaviour and system performance. Liaise with technology and infrastructure teams to ensure robust deployment and monitoring of analytic tools. Contribute to the continuous improvement of coding standards, testing frameworks, and development practices. Benefits: Competitive salary and benefits package. Opportunities for professional growth and development within a dynamic and supportive environment. Access to cutting-edge technology and tools. How to Apply: To apply for the Pricing Services Developer position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
Oct 03, 2025
Full time
C# Pricing Services Analyst/Developer FX Options Our prestigious Global Investment Bank client is seeking a permanent highly skilled Pricing Services Analyst/Developer to join its GIT - CMI - Risk FX IT team. This senior role requires an individual with exceptional skills in C#, and integrating quant libraries. A strong background in pricing models and risk analytics for both vanilla and exotic FX derivatives. The successful candidate will be instrumental in developing low-latency, scalable systems and ensuring their seamless integration into Real Time trading platforms. Required Skills & Qualifications: Highly experienced in C#, Java, and Quant Library development, particularly within a fast-paced, agile environment. Solid understanding of mathematics as applied to derivatives risk and pricing. Experience working with traders, quants, and risk managers in an investment banking environment. Excellent written and verbal communication skills in English. Desirable: C++ development experience, experience with APIs and web services interfaces, and some French language skills. Day-to-Day Responsibilities: Design and implement pricing and risk analytics tools for FX cash trades and options, including exotic and structured products. Develop and optimize quantitative models in collaboration with quants and traders. Ensure robust integration of pricing libraries with trading systems. Maintain and enhance low-latency infrastructure for Real Time risk and PnL calculations. Conduct backtesting and performance analysis of models and trading strategies. Provide technical guidance and support across the trading floor on model behaviour and system performance. Liaise with technology and infrastructure teams to ensure robust deployment and monitoring of analytic tools. Contribute to the continuous improvement of coding standards, testing frameworks, and development practices. Benefits: Competitive salary and benefits package. Opportunities for professional growth and development within a dynamic and supportive environment. Access to cutting-edge technology and tools. How to Apply: To apply for the Pricing Services Developer position, please submit your CV and a cover letter detailing your relevant experience and why you are interested in this role.
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.
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties/Responsibilities The Pensions Systems Analyst is responsible for software configuration to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension's requirements from an outline of user requirements, or from a more detailed feasibility study. Agree the scope of work when undertaking a pension's analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Develop and maintain Pension Scheme calculations across a range of products. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Define, configure, test, implement and maintain specific pension's elements across the whole suite of the Company's software. Continuously develop a professional, technical and commercially aware approach. Requirements Definition Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client's pensions schemes by taking a view of their impact on the company's software as installed for the client. Liaise with clients to define pension calculation related processes using company utilities and techniques. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Skills, Knowledge & Experience Skills & Knowledge Administration of DB and / or DC Pensions Schemes. Good working Knowledge of UK Pensions Legislation and/or Actuarial (part) qualified. Ability to perform scheme calculations manually (supported by appropriate tools). Technical/Software development aptitude & ability. Capability to understand Pencalc, Workbench applications and supporting Data Model / Migration Tools. Knowledge of SQL / Oracle preferred. Qualifications & Experience Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification). UML Certification via ITSQB/ISEB or OMG desirable but not essential. Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Sep 24, 2025
Full time
Equiniti is a leading international provider of shareholder, pension, remediation, and credit technology. With over 6000 employees, it supports 37 million people in 120 countries. EQ's vision is to be the leading global share registrar, offering complementary services to its client base and our values set the core foundations to our success. We are TRUSTED to deliver on our commitments, COMMERCIAL in building long term value, COLLABORATIVE in our approach and we IMPROVE by continually enhancing our skills and services. There has never been a better time to join EQ. Core Duties/Responsibilities The Pensions Systems Analyst is responsible for software configuration to internal and external clients. Key aspects of the role are to: Undertake an analysis of pension's requirements from an outline of user requirements, or from a more detailed feasibility study. Agree the scope of work when undertaking a pension's analysis task and to provide accurate estimates to the relevant Project Manager for the work to be included. Develop and maintain Pension Scheme calculations across a range of products. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Define, configure, test, implement and maintain specific pension's elements across the whole suite of the Company's software. Continuously develop a professional, technical and commercially aware approach. Requirements Definition Undertake analysis on new pensions projects and/or enhancements to existing projects. Analyse changes and enhancements to client's pensions schemes by taking a view of their impact on the company's software as installed for the client. Liaise with clients to define pension calculation related processes using company utilities and techniques. Analyse Clients Pension Scheme data and establish data cleanse and data migration specifications (inclusive of data mapping). Skills, Knowledge & Experience Skills & Knowledge Administration of DB and / or DC Pensions Schemes. Good working Knowledge of UK Pensions Legislation and/or Actuarial (part) qualified. Ability to perform scheme calculations manually (supported by appropriate tools). Technical/Software development aptitude & ability. Capability to understand Pencalc, Workbench applications and supporting Data Model / Migration Tools. Knowledge of SQL / Oracle preferred. Qualifications & Experience Relevant qualifications in the Pensions & Actuarial Industry desirable (e.g. Pensions Management Institute Certification). UML Certification via ITSQB/ISEB or OMG desirable but not essential. Experience in the Pensions Industry, either as a Scheme Administrator or Business Analyst experienced in capturing requirements for Pensions IT Projects. Demonstrable software development capability. Demonstrate commercial awareness & operational efficiencies/income generation in current role. Essential Qualities Be approachable and responsive to colleagues and users and have an open-minded and constructive approach to problem solving. Demonstrate effective and probing appraisal of situations. To consult with relevant parties in resolving issues. Be self-motivated, demonstrating tenacity and objectivity in problem solving to get the job done effectively. What We Offer Save For Your Future - Equiniti Pension Plan; Equiniti matches your pension contributions up to 10% All Employee Long Term Incentive Plan (LTIP) - Gives all EQ Colleagues the opportunity to benefit if the current owners successfully sell the company for a profit. Health and Wellbeing - Employee Assistance Programme: counselling, legal & wellbeing support for colleagues and their households. Life assurance cover at 4x salary with the ability to purchase enhance cover. Employee discounts - Discounts and cashback at your favourite high street stores through our EQ Wins Platform. Flexible Benefits - The ability to purchase a wide variety of benefits through our flex plan; gadgets, travel insurance, will writing, holiday trading and more. Time Off - Typically 29 days holiday + bank holidays. 2 volunteer days to get involved with a charity of your choosing. Winning together - Equiniti ICON award vouchers; recognising the individuals going above and beyond to help the business succeed. Learning & Development - Investment in LinkedIn Learning for all colleagues. We are committed to equality of opportunity for all staff and applications from individuals are encouraged regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. Please note any offer of employment is subject to satisfactory pre-employment screening checks. These consist of 5 year activity & GAP verification, DBS or Access NI, Credit, Sanctions & CIFAS checks
Business Process Analyst - 12 Month FTC Location: Bristol - hybrid Job Type: Full-time Salary: Upto £55,000 We are seeking a Business Process Analyst who is passionate about understanding and driving excellence across people, processes, and technology. This role involves using best practices, tools, and standards to enhance the quality and consistency of deliverables across various projects and initiatives. Day-to-day of the role: Work closely with the business to map end-to-end processes and identify opportunities for efficiency, including the elimination of non-value-added activities, automation of data flows, and system integration. Facilitate discovery and improvement workshops, gather both functional and non-functional business requirements, and translate them into technical specifications. Ensure full traceability of requirements from sign-off through to solution design and development. Build business cases to detail efficiency benefits realisation through return on investment and payback period calculations. Design and support user testing and acceptance criteria, and facilitate the adoption of implemented solutions. Maintain effective communication with all project, business, and IT stakeholders, providing regular updates and addressing concerns. Identify and mitigate project risks and issues, proactively seeking solutions to keep projects on track and escalating to senior leadership as needed. Share best practices and strive to deliver a world-class student and employee experience. Required Skills & Qualifications: Extensive experience in business process design and facilitation. Proficiency in business process modelling and familiarity with business analysis tools and methodologies. Experience with both Agile and Waterfall project management methodologies. Strong analytical skills, including the ability to collect, interpret, and analyse data. Excellent communication and interpersonal skills, capable of working effectively with stakeholders at all levels. Curiosity and tenacity to explore beyond the immediate circumstances to identify further improvements. Basic understanding of data protection legislation and experience in maintaining a secure and confidential environment. Desirable: Experience with HR Systems, familiarity with SaaS-based platforms, certification in Business Analysis (e.g., CBAP), familiarity with PBSA, and project management skills. Benefits: Competitive annual bonus. 25 days paid holiday. Pension scheme with company contribution. Flexible working opportunities. Shared Parental Leave - 18 weeks full pay. Additional benefits including ShareSave, Bike to Work, Charity Match, amazing discounts, and more! To apply for the Business Process Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Sep 22, 2025
Full time
Business Process Analyst - 12 Month FTC Location: Bristol - hybrid Job Type: Full-time Salary: Upto £55,000 We are seeking a Business Process Analyst who is passionate about understanding and driving excellence across people, processes, and technology. This role involves using best practices, tools, and standards to enhance the quality and consistency of deliverables across various projects and initiatives. Day-to-day of the role: Work closely with the business to map end-to-end processes and identify opportunities for efficiency, including the elimination of non-value-added activities, automation of data flows, and system integration. Facilitate discovery and improvement workshops, gather both functional and non-functional business requirements, and translate them into technical specifications. Ensure full traceability of requirements from sign-off through to solution design and development. Build business cases to detail efficiency benefits realisation through return on investment and payback period calculations. Design and support user testing and acceptance criteria, and facilitate the adoption of implemented solutions. Maintain effective communication with all project, business, and IT stakeholders, providing regular updates and addressing concerns. Identify and mitigate project risks and issues, proactively seeking solutions to keep projects on track and escalating to senior leadership as needed. Share best practices and strive to deliver a world-class student and employee experience. Required Skills & Qualifications: Extensive experience in business process design and facilitation. Proficiency in business process modelling and familiarity with business analysis tools and methodologies. Experience with both Agile and Waterfall project management methodologies. Strong analytical skills, including the ability to collect, interpret, and analyse data. Excellent communication and interpersonal skills, capable of working effectively with stakeholders at all levels. Curiosity and tenacity to explore beyond the immediate circumstances to identify further improvements. Basic understanding of data protection legislation and experience in maintaining a secure and confidential environment. Desirable: Experience with HR Systems, familiarity with SaaS-based platforms, certification in Business Analysis (e.g., CBAP), familiarity with PBSA, and project management skills. Benefits: Competitive annual bonus. 25 days paid holiday. Pension scheme with company contribution. Flexible working opportunities. Shared Parental Leave - 18 weeks full pay. Additional benefits including ShareSave, Bike to Work, Charity Match, amazing discounts, and more! To apply for the Business Process Analyst position, please submit your CV and cover letter detailing your relevant experience and why you are interested in this role.
Product Owner £40-60k depending on experience London 2 days a week, working from home the remainder of the week My client, a leading provider of risk management software to the energy, commodities, and financial services sectors is actively expanding their team and is looking to add a an analytical Product owner to the team. This position would suit an ex quant or data analyst with a mathematical background who is keen to move into product. Reporting into the Product Manager, The successful Product Owner will be tasked with to managing roadmap planning and delivery, gather requirements from clients, and ensure that analytics features (including calculations like Pricing Curves, VaR, PFE, P&L) are designed, tested, and delivered successfully . Key Responsibilities for the position of Product Owner: Gather and clarify client requirements (especially for new client take-ons). Analyse data and validate outputs for complex analytics (Pricing Curves, VaR, PFE, etc.). Write clear BRD/FRDs and ensure stakeholder alignment. Participate in roadmap planning, mid-term feature planning, and gap analysis. Work with Professional Services post-sales to scope and implement 3-4 projects simultaneously. Help with client questions, bug triage, and after-care. Collaborate with Dev/QA to design, test, and deliver enhancements. Conduct UAT, defect management, and provide feedback loops between clients and engineering. Ideal Background for the position of Product Owner 3+ years in a relevant domain (energy, commodities, or financial services) in an analyst/consulting role. Proficiency in SQL and strong data-analysis skills. Exposure to one or more: Pricing Curves, VaR, PFE, P&L, stress testing, or limits management. Ability to turn business needs into clear, testable specifications and implementation plans. Excellent written and verbal communication with technical and non-technical stakeholders; strong organisation and prioritisation. Profile Fit: Quantitative / data-oriented analyst looking to move into product, with strong communication skills and ability to translate complex analytics into clear specifications. Nice to have Experience with a risk or pricing system, ideally including data validation or construction of Pricing Curves. Familiarity with risk reporting, market data, and risk methodologies. Hands-on UAT/test design and defect management (e.g., Jira/Confluence). Degree in Mathematics, Computer Science, Engineering, or related field or equivalent practical experience. Professional proficiency in English (spoken and written); additional European languages are a plus. Experience in business systems implementation (requirements, configuration, or testing) or data science. Data/Analytics/quant/energy
Sep 22, 2025
Full time
Product Owner £40-60k depending on experience London 2 days a week, working from home the remainder of the week My client, a leading provider of risk management software to the energy, commodities, and financial services sectors is actively expanding their team and is looking to add a an analytical Product owner to the team. This position would suit an ex quant or data analyst with a mathematical background who is keen to move into product. Reporting into the Product Manager, The successful Product Owner will be tasked with to managing roadmap planning and delivery, gather requirements from clients, and ensure that analytics features (including calculations like Pricing Curves, VaR, PFE, P&L) are designed, tested, and delivered successfully . Key Responsibilities for the position of Product Owner: Gather and clarify client requirements (especially for new client take-ons). Analyse data and validate outputs for complex analytics (Pricing Curves, VaR, PFE, etc.). Write clear BRD/FRDs and ensure stakeholder alignment. Participate in roadmap planning, mid-term feature planning, and gap analysis. Work with Professional Services post-sales to scope and implement 3-4 projects simultaneously. Help with client questions, bug triage, and after-care. Collaborate with Dev/QA to design, test, and deliver enhancements. Conduct UAT, defect management, and provide feedback loops between clients and engineering. Ideal Background for the position of Product Owner 3+ years in a relevant domain (energy, commodities, or financial services) in an analyst/consulting role. Proficiency in SQL and strong data-analysis skills. Exposure to one or more: Pricing Curves, VaR, PFE, P&L, stress testing, or limits management. Ability to turn business needs into clear, testable specifications and implementation plans. Excellent written and verbal communication with technical and non-technical stakeholders; strong organisation and prioritisation. Profile Fit: Quantitative / data-oriented analyst looking to move into product, with strong communication skills and ability to translate complex analytics into clear specifications. Nice to have Experience with a risk or pricing system, ideally including data validation or construction of Pricing Curves. Familiarity with risk reporting, market data, and risk methodologies. Hands-on UAT/test design and defect management (e.g., Jira/Confluence). Degree in Mathematics, Computer Science, Engineering, or related field or equivalent practical experience. Professional proficiency in English (spoken and written); additional European languages are a plus. Experience in business systems implementation (requirements, configuration, or testing) or data science. Data/Analytics/quant/energy
