5 jobs found for financial services

Are you looking to work in a professional, growing and supportive environment? Have you previously worked within an energy company? Do you have experience dealing with high volumes of admin, invoicing and supplier relationship and want to take this to the next step? Then the role of an Energy Analyst may be for you. I am working with a company within Cardiff who offer an exceptional working environment and competitive benefits who wish to add a data analyst their team. You will have experience in providing first class customer service and analysing information, turning this into tangible next steps. Duties of an Energy AnalystReviewing and processing high volumes of invoices and ensure they align with the information given, and reporting any discrepanciesEnsure information recieved from the clients via excel is correctly moved on to the databaseKeep clients up to date and deal with any administration required on their behalfPrepare reports through analysing volumes of data to ensure it is accurate and reflects the information receivedMeet with clients to ensure you're meeting SLA's and regularly review the contractsEnsure information is kept up to date on the system, and speaking regularly with customers to ensure changes are made and reflected accurately So what experience do you need?Advanced on excel is a mustExperience within an energy environment, preferably within a similar role, is requiredExperience with the Optima database will be a clear advantageAbility to read and interpret large volumes of informationExperienced in reviewing and processing invoices What do you get in return?25 days holiday plus 8 days bank holidaysReward scheme, with discounts with the Gym and many more!Pension schemeGreat location near to major commuting routesMonday to Friday office hours This company is an attractive employer in the area, and is a great opportunity to join a growing and prosperous business. Please apply now to be considered. Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

The client that I am working with is a fast-growing, ambitious, multinational company that is looking for an experience Client Account Manger who can make a difference to their oragnistation, they truly value their workforce. Their work culture is based on a set of core values and they strive for excellence in all aspects of our business.In the course of their further European growth, they are looking for a Client (Account) Manager who will assume full responsibility for the relationship management of our clients in Iberia. What would your responsibilities look like? To act as a leading point of contact to a designated client base regarding all products andservices.To lead on new client implementations. Project management and post-sales support for thesales team in the implementation of new partnerships.To oversee the production and distribution of quality, accurate reporting internally andexternally.To become an expert on products and gain an in-depth knowledge of the Europeanleasing industry.Identification of trends, analysis of portfolio data and initiation of corrective measures toensure, develop and expand long-term partnerships with customersTo design and deliver product training programmes to clients, at all levels within their business.To self-generate continuous improvement ideas both internally and externally.To identify and execute additional revenue opportunities.To support the commercial development and management of designated client accounts.Building and maintaining strong relationships with existing clients.Coordination/cooperation with the relevant internal departments in order to meet the needs ofthe client quickly and accurately. What you will need to bring to the table Fluency in Spanish, Portuguese, and EnglishProfessional experience in account management, especially in the field of leasing/financialservices Strong ability to work in a team as well as a self-motivated and independent working styleSense for continuous development of internal processes and working methodsMust be analytical and have an acute attention to detailExcellent problem-solving skills, proactive attitude to changeConvincing communication, strong presentation style and confident appearance at differentinterfaces in dealing with contact persons up to C-level levelExcellent organisational and time management skillsAdvanced knowledge of Microsoft Office, especially ExcelMust be willing to travel nationally and internationally in order to meet with clientsIf you hold all the attributes and skills needed to be considered please apply or call 02920 877516 and ask for Katie Fernquest Randstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

Our client is looking for a talented Compliance Manager to join their team. You will be responsible for ensuring their company complies with its outside regulatory requirements and internal policies and will shape and own the compliance and risk function of the business.This role is offered on a full or part time basis at their Newquay office. although flexible and remote working options will be considered for the right candidate.Role Responsibilitiesperform risk assessments to understand risk level, significance and scope.keep up to date with, and understand, relevant laws and regulations.monitor compliance with laws, regulations and internal policies.ensure that your findings are recorded and followed up with management so that issues can be rectified.educate employees on not only the regulations, but also the impact on the organisation if these aren't complied with.investigate irregularities and non-compliance issues.report back to business functions on current risk and compliance performance.highlight or escalate areas of concern.contribute to robust and effective compliance controls within the organisation.review marketing materials, presentations and websites to ensure compliance with regulatory requirements.assist in the gathering of internal information in response to regulatory requests.perform various general administrative duties (such as file creation and maintenance of ongoing administrative projects).collaborate with other departments to create a culture of compliance.Involvement with KYC and AML procedures and controls.Relationship management with various stakeholders.Ensure GDPR compliance in all areas of the business.maintain & improve Fraud detection and controls.Maintain & create internal policies.Qualifications & ExperiencesPrevious history of managing and building a compliance function.Experience with Financial services / products.ISO 27001 experience desirable.Experienced in a compliance based role.Experience in a tech / online business with high levels of transactions desirable.some understanding/experience of how payments are regulated in the UK and general familiarity with financial regulations (e.g. FCA handbooks / AML) in general.some experience of GDPR, data-mapping and developing and enforcing data/privacy policies Randstad Financial & Professional encourage applications from individuals of all ages & backgrounds. Appointment will be made on merit alone but candidates must be able to demonstrate their ability to work in the UK. Randstad Financial & Professional acts as an employment agency for permanent recruitment & an employment business for temporary recruitment as defined by the Conduct of Employment Agencies & Employment Business Regulations 2003

Are you a compliance manager with experience within mortgages who is now looking for a new role? I am working with a company in the Cardiff area with a great reputation and working environment which will suit you if you are ambitious, proactive and enjoy a vibrant environment. You will lead regulatory compliance for the business and be the main point of contact for all compliance matters, ensuring there is great communication and leadership throughout the company and you are a leader and great example of a compliance led culture.if you are successful you will benefit from the following; Quarterly Team & Social Events24 days Annual Leave plus ability to buy more through flex schemeFree parkingSalary up to £45,000Pension Contribution (plus salary sacrifice option)Private Medical Insurance Responsibilities of the role:Continuously reviewing and promoting legislative and regulatory requirements throughout the business alongside the head of complianceDesigning the monitoring programmes to ensure compliance with new and existing regulations and reviewing financial promotions and issuing guidance to the first line to ensure all promotions are compliant with regulatory requirements;Investigating complaints and ensuring the right outcome is achieved and ensuring TCF is embedded across the company What we are looking for:Knowledge of GDPR, MiFID II, FSMA, MCOB, ICOBS, DISP is essential, and it will be beneficial if you hold the CeMAP qualificationThree years plus experience within compliance with exposure to Mortgages through an IFA or brokerage Knowledge and understanding of the FCA Principles for BusinessSomeone who excels within a forward thinking, progressive and growing business If you are interested in this role and would like to apply, please submit your CV and I will be in touch shortlyRandstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.

My Client in Cardiff City Centre is looking for a paraplanner to join their team. You will be working with a small team of advisers and 2 other paraplanners. The business focuses on wealth management with a predominant focus on pensions, investments and tax planning. The role does have flexibility to work from home and given the Covid19 situation, current office time is 2 days per week. Duties of the Paraplanner role: Supporting the advisers in managing the ongoing work and relationships with new and existing clients on a day to day basis Valuations, client reviews, client reviews letters, advice reports (including DC pension transfer)Adviser support including diary & email management Supporting the other members of the team should it be required on daily tasks Client communication and liaison Managing and updating fact-finds as part of the front end paraplanningSubmitting and chasing letters of authorities (if required) - checking missing informationCreating quotes and illustrations and regular use of provider online portalsClient Portfolio AnalysisManaging and submitting applications Knowledge of the below systems and providers is preferred but not essential. Those in bold is a big help. - Xplan, Select A Pension, FE Analytics, previous work or knowledge of Quilter Financial Planning process, Outlook, Word, Old Mutual Wealth Online, Standard Life, Aviva, Royal London, AXA, Fidelity, Aegon & LV Benefits of the role:Salary negotiable depending on experience (37 hours per week) - this is flexible for the right candidate25 paid holidays per year plus bank holidays 5% employer pension contribution Yearly discretionary bonusFlexibility of working hours Central Cardiff on site free parking If you would like to be considered for this role, please submit an up to date copy of your CV for considerationRandstad Business Support acts as an employment business when supplying temporary staff and as an employment agency when introducing candidates for permanent employment with a client. Randstad Business Support is an equal opportunities employer and decisions are made on merits alone.