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Job Purpose:
Business Analyst required to join the project team of an international life organisation , your primary focus will be a leader in the exponent of change, identifying, documenting and implementing process improvements. The successful candidate will have an important role providing support work for larger projects.

Key Responsibilities:
Ability to carry out and facilitate process reviews in clear and concise manner and to document and present findings accordingly.
Ability to interpret business requirements and reproduce them in a structured document which can be readily understood by business and technical users which in turn enables the company to deliver business benefits on time, within budget and to agreed quality standards.
Assist with business and market research in terms of existing and new developments.
Produce user acceptance testing plans and scripts.
Implementation planning on any enhanced or new system developments.
Share knowledge and skills in practical application of business analysis.
Managing smaller projects.

Skills & Experience:
Significant experience as a business analyst within financial services - minimum 4 years
Experience using a variety of requirements elicitation techniques.
Experience of modelling techniques.
Excellent written and oral communication skills.
Ability to build and maintain business relationships.
Proven experience of delivering business improvements and efficiencies.
Good facilitation, presentation, and report writing skills.
Hold or studying towards a related professional qualification, BCS International Diploma in Business Analysis.
Expert knowledge of industry best practices for requirement engineering.
Experience of Waterfall and Agile methodologies.
Clearly demonstrate understanding of the project lifecycle.

Hours & Benefits:
Standard Working hours 9am - 5pm.
Salary dependent on experience.

Job Purpose:
Investment Fund Administrator required for a Life Assurance organisation, reporting to the Fund Admin Manager, this position is primarily responsible for asset servicing and portfolio valuations and to provide customer focused service to internal and external customers.

Key Responsibilities:
Assets to be set up accurately and correctly within agreed service standards.
Source data from Fund Managers, IFAs, Bloomberg, custodians and websites.
Undertake initial review of documentation to ascertain if the asset meets the acceptability criteria.
Identify UK PPB tax offensive assets.
Review custodian records and collate necessary information to process Corporate Actions and Dividends.
Collating and inputting external asset prices for PPB and Internal Fund valuations.
Processing PPB and Internal Fund valuations, first review of system output, identification and escalation where appropriate, of exceptions.
Processing policy holder movement in Internal Funds and to deal out exposure created from those movements.
Assisting the team Senior and Manager with checking other team members output.

Skills & Experience:
Excellent knowledge of financial instruments, bonds, equities, collectives, fixed deposits, structured products.
Demonstrate a good understanding of pricing and valuations.
Experience of navigating financial websites on the Internet.
Demonstrate a core knowledge of MS Excel.

Hours & Benefits:
Full Time permanent hours.
Salary based on experience.

Job Purpose:
Finance Clerk required to join the Planning and Performance Management Team in a leading International Life Assurance organisation.

Key Responsibilities:
Support the preparation of regular reporting covering all key finance metrics, proactively challenging data.
Assist in variance analysis of expense information and responding to queries and ad hoc report requests by the PPM Manager.
Support project work where required.
Assist with business plan co-ordination, input gathering and insight reporting.
Build strong working relationships with various business partners, in particular working closely with the finance teams and all PPM Business Partners.

Skills & Experience:
Strong analytical skills and proficiency in working with numerical data is essential.
Given the scope of the role, recent graduates with experience working within financial services will be considered or candidates with 2 years experience working in a similar role.
Relevant business experience or relevant qualification is desirable.
Excellent communication skills, both written and verbal that has the ability to shape and structure questions and present information clearly.
Confident individual, that takes a proactive approach, and has good organisational and time management skills.

Hours & Benefits:
Competitive salary and benefits package.
Full time, business hours.

Job Purpose:
Senior Administrator required to join the Dealing department of a leading life assurance organisation. You will be required to accurately record and execute dealing instructions.

Key Responsibilities:
Accurately raise all trades, ensuring that the transactions are permissible and do not create unapproved overdrawn positions.
Place all external trades in line with the appropriate market guidelines and timeframes, company service standards and FCA and internal governance regulations.
Ensure that share transfers are accurately reflected on systems at all stages of the process to ensure accurate reporting.

Skills & Experience:
Minimum of 2 years experience within Life Assurance.
Great communication skills and attention to detail.
Hold 5 GCSE's grade A - C including English & Maths.
Study towards attainment of IOC is desirable but not mandatory.

Hours & Benefits:
Competitive remuneration package, onsite parking.

Job Purpose:
Senior settlements administrator required to join an international life organisation to ensure the timely trade settlement of all investment transactions and to accurately administer external custodian accounts and custody records.

Key Responsibilities:
Receive / chase and input all deal confirmations and contract notes within agreed procedures and time scales to ensure that trades settle within deadlines and do not incur late fees.
Input and assist with the checking of all Investment related transactions accurately and in line with system access rights and agreed procedures.
Allocate all settlement proceeds and deposit maturities received in line with agreed procedure and reconciliation guidelines ensuring that coverall renunciations are in place where possible.
Administer cash and stock settlements, including the failed trades report to ensure they are made in a timely and accurate manner in line with the authorisation matrix and do not incur late settlement fines.
Accurately set-up, monitor and maintain both new external cash deposits and maturities/roll-overs in line with dealer instructions and within agreed time scales.
Assist the Team Leader in the delivery of cross training within the team and the wider business.
Act as a form owner for the team, ensuring the timely distribution and update of the appropriates forms within the agreed service standards.

Skills & Experience:
2-3 years previous experience in a similar role within financial services, ideally within Investments.
Study towards attainment of IOC is desirable but not mandatory.
Ability to articulate thoughts and ideas in a clear and confident manner.

Hours & Benefits:
Full time permanent hours.
Salary dependent on previous experience.

Job Purpose:
Assistant VAT Consultant required to join an established, international professional services provider to assist in VAT solutions covering transactional and VAT planning advice.

Key Responsibilities:
Provide support to the servicing teams and clients regarding their day-to-day transactions, helping them to maximise clients' VAT position while meeting their compliance obligations in the everyday course of their business transactions.
Undertaking VAT planning to provide reassurance that the VAT treatment of certain projects or business deals are being effectively managed, legitimately minimising the VAT cost to clients' businesses in the Yachting, Aviation, Property, Gaming and Financial Services sectors.
Delivering a range of VAT training packages as required, tailored to specific requirements and the circumstances of clients and their businesses - as workshops or more detailed one-to-one training.
Carrying out VAT health checks and return reviews as required.
Attendance at VAT authorities' visits.
VAT penalty negotiation and mitigation.
General correspondence with VAT and customs authorities.
Representing the VAT Director at VAT and other meetings when required.
Working with the VAT Director to generate new business and develop new initiatives / strategies.
Ensuring compliance with company standards, policies and procedures, including confidentiality and data protection where appropriate.
Carrying out any other reasonable duties and responsibilities within the overall function, commensurate with the grading and level of responsibilities of the post.

Skills & Experience:
Ideally ATT qualified.
In-depth understanding of European VAT rules and legislation.
Trusted to undertake the careful analysis required to determine the relationships between relevant parties and the nature of goods or services supplied in order to ensure the VAT costs the client pays are accurate.
An inclusive, technically strong and knowledgeable person
Able to co-ordinate, collaborate with, use staff resources effectively.
Strong presentation skills

Hours & Benefits:
Permanent full time working hours- 9am -5.30pm.
Competitive salary and benefits package.

Job Purpose:
Onboarding Officer required for a banking organisation to execute on all onboarding tasks within the team in order to support new account applications to be opened within all service level agreements and captured accurately.

Key Responsibilities:
Run the first funding report in SAP to capture any standard risk applications that have been opened and funded within 48 hours. If funded perform the necessary AML searches via Acuity.
Update the access record with the applicant unique reference number generated in SAP. Send the account confirmation emails to all relevant introducers. Set main account and account waivers in SAP where required for Seafarers. Amend account name in SAP where required.
Complete any required spreadsheet records. Add any requested locks in SAP.
Release items from the SAP queues.
Print and date stamp all emailed applications before the daily cut off.
Log all new applications to the Access Database, Include date received, channel received from and applicants name.
Review risk rate all applicants, nationalities, country of residence and occupation in line with the Compliance Country of jurisdiction List and Client Take on and Maintenance Manual Appendix A and note this on each application form using the stamp/template.
Complete a 4 eye check to ensure the data is accurate, making amendments where required.
Open accounts in Boost once full sign off received. Open personal and corporate accounts directly in to SAP.
Key all corporate account information, account officials and Fatca/CRS details to the Navision system to ensure the overnight screening picks up the relevant names/information.
Upload the sales team codes in to Boost to ensure all of the relevant sales are assigned correctly.
CRS Data Input in to CRS

Skills & Experience:
Experience in dealing with Corporate On-Boarding preferred, although not essential.
Client focused, with excellent communication and interpersonal skills coupled the ability to deal effectively and professionally with a wide range of internal and external clients.
Sound understanding of KYC/DD/AML requirements and risk assessment criteria.
Ability to work under pressure, whilst maintaining/exceeding Right First Time and productivity targets.
A strong Continuous Improvement/Lean mindset.

Hours & Benefits:
Permanent Full time hours.
Salary to be discussed.

Job Purpose:
Accounts Assistant required to join a banking organisation to support the Finance team with the day-to-day accounting and administrative requirements.

Key Responsibilities:
Production of daily reports, including overall ownership of, daily sales report, adding new business lines where relevant, daily directions report, monitoring compliance with FSA directions, daily deposit liabilities report, updating graphs and distributing to various departments and any other daily reports required by the management.
Assisting the completion of the Group VAT return.
Generating statements for suppliers, reconcile and investigate any differences between the accounting and lending system.
Resolving any differences and improving/constructing future statement productions to enhance its accuracy.
Production of monthly management accounts, including overall ownership of, areas specifically allocated to them in month-end timetable, learning and taking over areas allocated to the management accountant, helping senior management accountant to prepare excel management account workbook including updating graphs and charts as appropriate.
Production of reports for ALCO, ERC and various other committees.
Assisting senior management accountant in preparation of quarterly FSA returns as appropriate whilst seeking to develop overall understanding of the return.
High level supervision of purchase ledger function.

Skills & Experience:
Minimum of 5 GCSE's (or equivalent) Grade C or above including Maths and English.
Minimum of 3 A Level's.
Experience of preparing and posting general ledger entries, in a relevant accounting area.
Experience of preparing bank and internal control reconciliations.
Understanding and knowledge of banking payments and systems.
Knowledge of expenses management, including accounting and payment.
Experience of Sun Accounts, Vision, Excel, and banking systems.
Good written and oral communication skills.
Flexible approach and working attitude.

Hours & Benefits:
9:00 am to 5:30 pm.
Salary dependent on experience.

Job Purpose:
Senior Administrator required to join the operations team of an international life company, primarily accountable for all existing business email correspondence , ensuring it is managed in accordance with; client requirements, internal procedures and internal service level agreements.

Key Responsibilities:
Ensure all emails received are reviewed and correctly distributed within the agreed service standards and that all systems are updated accordingly whilst ensuring all allocated correspondence is completed within the agreed SLAs.
Dealing with queries, ensuring these are referred via email to the correct department.
Recognise any complaints received within the area and refer appropriately within the required timescales. Where possible to begin the investigation and ascertain which business area the complaint lies with. Ensure less than 2 exceptions recorded per month.
Monitor the agent adviser system and provide phone cover as appropriate to ensure departmental SLAs are maintained and a positive customer experience.
Ensure that all calls and email enquiries are handled in a professional manner, taking ownership of recording and following these through to resolution. Expectations must be managed at all times.
Provide support to front office teams as appropriate to reduce referrals that may otherwise impact on daily processing.

Skills & Experience:
A minimum of 2 years experience within Financial services, preferably Life Assurance.
Excellent customer service skills with the ability to investigate complex queries / complaints.
FA1 & CF1 qualifications or working towards would be advantageous.

Hours & Benefits:
Structured working pattern with competitive salary and benefits with onsite car parking.

Job Purpose:
Business Analyst required to join an expanding Life Company. This is a key role in the methodical investigation, analysis, review and documentation of all or part of the business in terms of business functions and processes.

Key Responsibilities:
Investigates operational requirements, problems, and opportunities, seeking effective business solutions through improvements in automated and non-automated components of new or changed processes.
Assists in the analysis of stakeholder objectives, and the underlying issues arising from investigations into business requirements and problems, and identifies options for consideration.
Facilitates scoping and business priority-setting for change initiatives of medium size and complexity.
Discover and analyse requirements for fitness for purpose as well as adherence to business objectives and consistency, challenging positively as appropriate.
Support programme or project control boards, project assurance teams and quality review meetings.
Provides basic guidance on individual project proposals.
Define, documents and carries out small projects or sub-projects. Alone or with a small team, actively participating in all phases. Identifies, assesses and manages risks to the success of the project.

Skills & Experience:
Minimum of 3 years' experience as a Business Analyst within financial services.
Excellent problem solving skills.
In-depth knowledge of Microsoft Office Applications (i.e. Word, Outlook, Excel and PowerPoint).
Testing/Analytical skills - Thinking Interprets quantitative and qualitative information to achieve a business-related objective. Produces effective solutions to complex problems. Identifies underlying trends and issues and does not always stop at initial answer. Systematic and logical.
Basic SQL Skills.
Experience of formal system analysis and design methodologies.
Ability to work under pressure.
Ability to achieve tight deadlines.
Excellent communication skills (written & verbal).
Business Analysis or Testing Qualifications, e.g. ISEB or IIBA.

Hours & Benefits:
Market rate salary and comprehensive benefits.

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