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.
Jul 07, 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.
The Fixed Income Middle Office Senior Analyst will play a vital role in supporting thBis anking & Financial Services department by ensuring accurate and timely processing of financial transactions. This permanent position in London offers a rewarding opportunity for professionals in the financial services industry. Client Details The employer is a respected organisation within the financial services industry, known for delivering specialised banking and payment solutions to its clientele. As a medium-sized company, it is committed to providing high-quality services and fostering a professional and collaborative work environment. Description The Fixed Income Senior Analyst, Middle Office plays a critical role in ensuring the accurate and timely processing, control, and oversight of post-trade activities across multiple asset classes. The role holder is responsible for the daily execution and control of transaction reporting obligations, bond and derivative settlements, and collateral management activities, ensuring full compliance with internal policies, regulatory requirements, and market best practice. The role requires strong technical knowledge of trade lifecycles, settlement processes, and regulatory reporting frameworks, alongside the ability to identify, investigate, and resolve exceptions efficiently. The Senior Analyst will work closely with Front Office, Operations, Finance, Risk, and external counterparties to ensure trades are processed accurately, risks are mitigated, and operational integrity is maintained. As a senior member of the Middle Office function, the role holder is expected to act as a subject matter expert, providing guidance to colleagues, contributing to continuous improvement initiatives, and supporting a strong control environment across all assigned processes. Transaction Reporting & Regulatory Controls Perform daily processing, validation, and submission of transaction reporting in line with applicable regulatory requirements (e.g. EMIR, MiFID, SFTR where applicable). Ensure completeness, accuracy, and timeliness of reported data, investigating and resolving reporting breaks, rejections, and reconciliations. Maintain strong controls and evidence to support regulatory compliance and audit requirements. Support ongoing enhancements to transaction reporting processes, controls, and documentation. Bond, Repo and Derivative Settlements: Manage the end-to-end settlement process for bond, repo and derivative transactions, ensuring timely and accurate settlement in accordance with market conventions and contractual terms. Monitor settlement status, investigate and resolve fails, and escalate issues where required to minimise financial and operational risk. Liaise with counterparties, custodians, and internal stakeholders to resolve settlement issues efficiently. Ensure settlement instructions and static data are maintained accurately and in line with agreed controls. Collateral Management Perform daily collateral management activities, including margin calculations, margin calls, confirmations, and dispute resolution. Monitor collateral movements and exposures to ensure compliance with contractual and regulatory requirements. Reconcile collateral balances and investigate discrepancies in a timely manner. Maintain accurate records and reporting relating to collateral positions and movements. Controls, Risk & Governance Operate within a strong control framework, proactively identifying operational risks and control weaknesses. Support internal and external audits, regulatory reviews, and ad-hoc information requests. Ensure procedures, controls, and process documentation are kept up to date and adhered to. Stakeholder Engagement & Continuous Improvement Act as a key point of contact for Front Office, Risk, Operations, Finance and external parties on Middle Office processes. Provide guidance and support to junior team members, acting as a point of escalation where required. Identify opportunities for process improvement, automation, and efficiency gains, contributing to the ongoing development of the Middle Office function. Profile A successful Fixed Income Middle Office Senior Analyst should have: 3 years + experience in a Fixed Income Middle Office, Transaction Reporting or similar role within Banking Operations Fixed Income (Bonds/Repos) settlements / trade support (5+ years experience) ( essential ) Collateral management (OTC derivatives & ideally, repos) ( desirable ) Strong working knowledge of trade lifecycles, settlement and confirmation processes, operational risks and controls across these products Prior exposure to Transaction Reporting, Bond/Fixed Income settlements and/or Repos would be a distinct advantage Demonstrated experience in taking ownership, improving processes and adopting a proactive approach to your work and professional growth/development Job Offer Excellent Financial Services and Banking industry candidate Competitive salary between £50,000 and £55,000 per annum, plus bonus Comprehensive benefits package Hybrid working - 3 days per week in office City of London location Opportunity to work in a well-established organisation within the financial services industry. Permanent position based in London with a professional and collaborative company culture. If you are a skilled Middle Office Senior Analyst ready to contribute to a growing team in the financial services industry, we encourage you to apply today.
Jul 06, 2026
Full time
The Fixed Income Middle Office Senior Analyst will play a vital role in supporting thBis anking & Financial Services department by ensuring accurate and timely processing of financial transactions. This permanent position in London offers a rewarding opportunity for professionals in the financial services industry. Client Details The employer is a respected organisation within the financial services industry, known for delivering specialised banking and payment solutions to its clientele. As a medium-sized company, it is committed to providing high-quality services and fostering a professional and collaborative work environment. Description The Fixed Income Senior Analyst, Middle Office plays a critical role in ensuring the accurate and timely processing, control, and oversight of post-trade activities across multiple asset classes. The role holder is responsible for the daily execution and control of transaction reporting obligations, bond and derivative settlements, and collateral management activities, ensuring full compliance with internal policies, regulatory requirements, and market best practice. The role requires strong technical knowledge of trade lifecycles, settlement processes, and regulatory reporting frameworks, alongside the ability to identify, investigate, and resolve exceptions efficiently. The Senior Analyst will work closely with Front Office, Operations, Finance, Risk, and external counterparties to ensure trades are processed accurately, risks are mitigated, and operational integrity is maintained. As a senior member of the Middle Office function, the role holder is expected to act as a subject matter expert, providing guidance to colleagues, contributing to continuous improvement initiatives, and supporting a strong control environment across all assigned processes. Transaction Reporting & Regulatory Controls Perform daily processing, validation, and submission of transaction reporting in line with applicable regulatory requirements (e.g. EMIR, MiFID, SFTR where applicable). Ensure completeness, accuracy, and timeliness of reported data, investigating and resolving reporting breaks, rejections, and reconciliations. Maintain strong controls and evidence to support regulatory compliance and audit requirements. Support ongoing enhancements to transaction reporting processes, controls, and documentation. Bond, Repo and Derivative Settlements: Manage the end-to-end settlement process for bond, repo and derivative transactions, ensuring timely and accurate settlement in accordance with market conventions and contractual terms. Monitor settlement status, investigate and resolve fails, and escalate issues where required to minimise financial and operational risk. Liaise with counterparties, custodians, and internal stakeholders to resolve settlement issues efficiently. Ensure settlement instructions and static data are maintained accurately and in line with agreed controls. Collateral Management Perform daily collateral management activities, including margin calculations, margin calls, confirmations, and dispute resolution. Monitor collateral movements and exposures to ensure compliance with contractual and regulatory requirements. Reconcile collateral balances and investigate discrepancies in a timely manner. Maintain accurate records and reporting relating to collateral positions and movements. Controls, Risk & Governance Operate within a strong control framework, proactively identifying operational risks and control weaknesses. Support internal and external audits, regulatory reviews, and ad-hoc information requests. Ensure procedures, controls, and process documentation are kept up to date and adhered to. Stakeholder Engagement & Continuous Improvement Act as a key point of contact for Front Office, Risk, Operations, Finance and external parties on Middle Office processes. Provide guidance and support to junior team members, acting as a point of escalation where required. Identify opportunities for process improvement, automation, and efficiency gains, contributing to the ongoing development of the Middle Office function. Profile A successful Fixed Income Middle Office Senior Analyst should have: 3 years + experience in a Fixed Income Middle Office, Transaction Reporting or similar role within Banking Operations Fixed Income (Bonds/Repos) settlements / trade support (5+ years experience) ( essential ) Collateral management (OTC derivatives & ideally, repos) ( desirable ) Strong working knowledge of trade lifecycles, settlement and confirmation processes, operational risks and controls across these products Prior exposure to Transaction Reporting, Bond/Fixed Income settlements and/or Repos would be a distinct advantage Demonstrated experience in taking ownership, improving processes and adopting a proactive approach to your work and professional growth/development Job Offer Excellent Financial Services and Banking industry candidate Competitive salary between £50,000 and £55,000 per annum, plus bonus Comprehensive benefits package Hybrid working - 3 days per week in office City of London location Opportunity to work in a well-established organisation within the financial services industry. Permanent position based in London with a professional and collaborative company culture. If you are a skilled Middle Office Senior Analyst ready to contribute to a growing team in the financial services industry, we encourage you to apply today.
NXTGEN are delighted to be recruiting for a Tax Analyst on behalf of a well-established, international business. This Tax Analyst opportunity offers the chance to join a high-performing in-house tax team within a growing listed organisation, providing broad exposure across UK and international tax. The Tax Analyst role would suit someone who is ATT/CTA part-qualified (or equivalent) looking to develop their career beyond compliance, gaining experience across tax reporting, business projects and acquisitions while working closely with senior stakeholders across the business. The Role As Tax Analyst, you'll support the delivery of corporate tax, indirect tax and employment tax compliance across a diverse group of businesses while contributing to a range of tax projects and continuous improvement initiatives. This is a varied position offering genuine breadth and excellent long-term development within an established in-house tax function. Key Responsibilities Support the preparation of UK and international corporate tax returns, working alongside external advisers where required. Assist with capital allowance claims, tax calculations and group tax reporting. Prepare VAT and indirect tax returns across multiple jurisdictions. Support employment tax compliance, including annual reporting requirements. Analyse financial data to support tax reporting, reconciliations and compliance. Maintain and develop tax models, reporting tools and compliance trackers. Support tax-related projects, acquisitions and business initiatives. Assist with tax audits, enquiries and communications with external advisers and tax authorities. Provide practical tax guidance to finance teams across the wider business. Identify opportunities to improve tax processes, controls and reporting. About You We're looking for someone with a strong grounding in corporate tax or indirect tax who is keen to broaden their experience within an in-house environment. You'll ideally have: ATT/CTA part qualification (or equivalent). Previous experience within corporate tax, VAT or a mixed tax environment. Strong Excel skills and confidence working with large datasets. Excellent analytical skills with strong attention to detail. The ability to manage multiple deadlines and work independently. Strong communication skills with the confidence to build relationships across the business. Experience within an in-house tax function, international tax exposure or knowledge of IFRS tax reporting would be advantageous but is by no means essential. What's on Offer Competitive salary. Generous annual leave with holiday buy/sell scheme. Company pension. Health cash plan. Flexible benefits including discounted gym membership and cycle to work scheme. Excellent career development within a growing international business. Broad exposure across corporate tax, VAT, international tax and commercial projects. If you're looking to build your career within an established in-house tax team where you'll gain exposure beyond traditional compliance work, we'd love to hear from you.
Jul 06, 2026
Full time
NXTGEN are delighted to be recruiting for a Tax Analyst on behalf of a well-established, international business. This Tax Analyst opportunity offers the chance to join a high-performing in-house tax team within a growing listed organisation, providing broad exposure across UK and international tax. The Tax Analyst role would suit someone who is ATT/CTA part-qualified (or equivalent) looking to develop their career beyond compliance, gaining experience across tax reporting, business projects and acquisitions while working closely with senior stakeholders across the business. The Role As Tax Analyst, you'll support the delivery of corporate tax, indirect tax and employment tax compliance across a diverse group of businesses while contributing to a range of tax projects and continuous improvement initiatives. This is a varied position offering genuine breadth and excellent long-term development within an established in-house tax function. Key Responsibilities Support the preparation of UK and international corporate tax returns, working alongside external advisers where required. Assist with capital allowance claims, tax calculations and group tax reporting. Prepare VAT and indirect tax returns across multiple jurisdictions. Support employment tax compliance, including annual reporting requirements. Analyse financial data to support tax reporting, reconciliations and compliance. Maintain and develop tax models, reporting tools and compliance trackers. Support tax-related projects, acquisitions and business initiatives. Assist with tax audits, enquiries and communications with external advisers and tax authorities. Provide practical tax guidance to finance teams across the wider business. Identify opportunities to improve tax processes, controls and reporting. About You We're looking for someone with a strong grounding in corporate tax or indirect tax who is keen to broaden their experience within an in-house environment. You'll ideally have: ATT/CTA part qualification (or equivalent). Previous experience within corporate tax, VAT or a mixed tax environment. Strong Excel skills and confidence working with large datasets. Excellent analytical skills with strong attention to detail. The ability to manage multiple deadlines and work independently. Strong communication skills with the confidence to build relationships across the business. Experience within an in-house tax function, international tax exposure or knowledge of IFRS tax reporting would be advantageous but is by no means essential. What's on Offer Competitive salary. Generous annual leave with holiday buy/sell scheme. Company pension. Health cash plan. Flexible benefits including discounted gym membership and cycle to work scheme. Excellent career development within a growing international business. Broad exposure across corporate tax, VAT, international tax and commercial projects. If you're looking to build your career within an established in-house tax team where you'll gain exposure beyond traditional compliance work, we'd love to hear from you.
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.
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Oct 02, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
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
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
Sep 23, 2025
Full time
Job Title Pensions Implementation Consultant Scheme Benefits Location Homebased Duration Permanent Hours/Days Monday to Friday 9.00 - 5.30 Interview Process 2 stage Teams interview Competency, experience and technical knowledge. Pensions Implementation Consultant - Scheme Benefits Our scheme benefits teams are looking for an enthusiastic experienced pension professional to join our home-based team as a Pensions Implementation Consultant, you will ensure all aspects of a transition project are delivered on time and to a high standard within a controlled project environment. The Scheme Benefits team sit within our Implementation Department whose responsibility it is to implement first class pension administration solutions for our new and existing clients. Our span of projects can range from large blue chip strategic transformational deliveries through to small bespoke client solutions. Working closely with other stakeholders our activities and skills are wide and varied. Job Description: You will play a pivotal role in any implementation project working alongside the Data Team to onboard data and the Configuration Team to automate calculations. What you'll be doing: Lead client implementation projects for workstream Drive the gathering and interpretation of client requirements. Drive the production of requirements documentation. Drive the translation of the requirements into system solutions. Identify, troubleshoot, and resolve queries and issues. Ensure efficient delivery of all project tasks to cost and on time. Lead in client meetings and project status calls. Mentor, develop and coach Implementation Analysts. Feed into and deliver continuous improvement across the team and wider department. Assist in project management activities including identification and mitigation of risks and issues. Facilitate internal and external system training, and provide appropriate documentation. Provide support to the line manager in the effective management of staff. Support the technical development of our technology platforms through participation in analysis and design, and specification production for new and/or enhanced developments. What we're looking for: Excellent technical pensions knowledge in Defined Benefit schemes and legislation Is able to explain: - pension member records and their set up - the relationships between members, policy holders, insurers, Trustees, schemes, actuaries, funds and investments - different types of Pension Schemes - different types of member status' and applicable calculations for each End to end experience of the project lifecycle - able to describe the key elements of projects including initiation, governance, control and closure and can provide examples of active participation in all stages Strong Client Relationship skills with the ability to use appropriate communication methods with stakeholders Experience of owning and driving projects Strong leadership skills Strong analysis skills and an analytical approach to problem resolution
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.
