Taylor James Resourcing

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Date: 6 Feb 2025 Sector: HUMAN RESOURCES Type: Permanent Location: London Salary: £40,000 - 45,000 per annum Email: Ref: DB 060225 We are looking for an HR Systems Support Analyst with advanced Excel skills, including proficiency in pivot tables, VLOOKUPs, and formulas. • High accuracy and attention to detail. • Highly organized with the ability to prioritize and manage multiple tasks. • Excellent analytical and problem-solving skills. • Strong integrity, ensuring confidentiality in handling sensitive data. HRIS Analyst role in our HR team in London. This role involves supporting the administration, maintenance, and configuration of SAP SuccessFactors and other HR technology systems. You will be the main contact for user support and reporting queries. Data Integrity and Security Perform data audits to ensure accuracy and integrity. Identify and support improvements in data quality and controls. Manage system access permissions. Assist with data input, reconciliation, and cleansing during the annual compensation review. Maintain compliance with data protection regulations like GDPR. Handle data uploads for processes like promotions, benefit renewals, and compensation reviews. Reporting and Analytics Prepare and distribute weekly, monthly, and quarterly reports. Support HR metrics and dashboards to track performance and trends. Use Excel to analyze and present data to stakeholders. System Support and Administration Serve as the first point of contact for system users and reporting issues. Maintain core system data such as job titles, cost centers, and work schedules. Support system activities aligned with HR calendar events. Collaborate with internal teams and vendors for system support and maintenance. System Configuration and Projects Assist with system changes, testing, and communication. Support system upgrades and regression testing. Participate in projects like system integrations and new implementations.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Graduate Business Intelligence Analyst (Power BI) Date: 7 Feb 2025 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £30000 - 35000 per annum Email: Ref: db070225 We are looking for a Power BI Business Intelligence or Data Analyst with a Degree in a numerate or analytical discipline with at least 6 months experience from a placement year or after graduating. This is a junior role in a team of four of our client's Business Intelligence team in Canary Wharf, London. This is an office based role. Responsibilities: The role will involve working within the Strategy & Business Intelligence Department to provide analytical support and liaise with other departments internally to successfully distribute/extract pertinent information. The successful candidate will work very closely with back office functions in order to fulfil this role. As such a high level of interpersonal skills combined with a sound analytical approach to decision making will be advantageous. The successful candidate will be: - Responsible for developing and delivering BI driven reporting which accommodate the different levels within the organization at a reporting frequency that support timely decision making Provide thoughtful analytical based insights to help Europe Commercial arrive at more informed business decisions Utilise available data warehouses and data mining tools to spot trends and highlight potential opportunities Support the development and implementation of new BI tools as we build capability to understand our data Support in the delivery of the annual budget. This will include: Preparation of budget templates Co-ordinating across functions to ensure on time delivery Provision of reports Support the delivery of tailored data analysis to key individuals and teams within the organization and the development of reports to colleagues and senior management summarising performance measurement versus key metrics A resource that can be called upon when needed to provide analytical capability cross functionally Financial modelling and review of business opportunities Core / Skill requirements: • Developed and proven analytical skills • Understanding of economics supporting UK business • Financially numerate and advanced Excel skills • Proficient in Power BI • Knowledge of SAP / BW for data extraction and analysis • Good interpersonal skills • Flexible, as brief may evolve / change • Budget aware • Work efficiently • Work collaboratively with others

Job Title: Private Wealth Client Onboarding Administrator Job Details Date: 11 Oct 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £50,000 - 55,000 per annum Email: Ref: DB 11/10/2024 Company Overview A Wealth and Asset Management company based in the City of London is seeking an experienced Senior Client Services Administrator to work with Investment Managers in the Private Client team. The role involves delivering high-quality client service and suggesting improvements to the department's working practices. Role Details This is a hybrid role, with 3 days in the office and 2 days working from home. Responsibilities Work closely with Investment Managers from the start of the client relationship to discuss requirements, arrange account opening, liaise with internal teams and third parties, and maintain ongoing contact with clients. Maintain existing client accounts, including AML reviews, amendments to agreements, sub-accounts, and record keeping. Liaise with third parties regarding custodial matters and the opening of derivative and FFX accounts. Develop ongoing relationships with clients where appropriate. Administer client data on internal and external systems. Handle client queries related to reporting, cash transactions, custody arrangements, and transitions. Coordinate with third-party consultants and audit firms to meet client requirements. Collaborate with colleagues across the business to ensure high-quality service delivery. Assist and train new and junior team members and other departments as needed. Provide support to Investment Managers and cover for the Client Administration Team. Attend client meetings when required. Person Specification Sound technical knowledge and experience of client onboarding within an Asset Management environment. Minimum 2 years' experience in a similar role. Strong understanding of the structure and organization of Asset Management firms. Excellent organizational skills with the ability to work independently and motivate oneself. Ability to prioritize tasks to meet deadlines and handle multiple responsibilities. Strong written and verbal communication skills. Confidence to interact directly with clients and colleagues at all levels. Numerical, analytical, and PC skills. Knowledge of investment parameters and fee structures for discretionary portfolios. Familiarity with investment instruments, securities, corporate actions, and capital gains tax rules. Relevant industry qualifications such as IOC.

Senior Reinsurance Technician - Twelve Month Contract Our client, a leading Underwriter with an excellent market reputation, is seeking an experienced Reinsurance Technician to manage reinsurance recovery activities for a Lloyd's Syndicate and insurance company on a twelve-month contract. This role offers a hybrid working arrangement, with two days in the office per week. Responsibilities include: Handling reinsurance recoveries for excess of loss, proportional, and facultative accounts Calculating, issuing, and monitoring reinsurance collection notes according to contract terms Managing premium adjustments, profit commissions, and NCB calculations Overseeing collection and payment of recoveries and premiums, including managing aged debt Ensuring compliance with month/quarter-end close deadlines Producing risk and claim bordereaux to support reinsurance accounts Preparing renewal presentation information Responding to broker and reinsurer queries Administering cover notes and recording reinsurance information into in-house systems Reviewing tasks completed by outsourcing partners Producing management information reports For more details, contact . Reference: BT917 Details: Date: 8 Aug 2025 Sector: Insurance Type: Contract Location: London Salary: £60,000 - £90,000 per annum This job is currently active and accepting applications.

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Transport Operations Scheduler / Co-ordinator Date: 27 Feb 2025 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £28,000 - 30,000 per annum Email: Ref: db We are looking for a Transport Coordinator / Operations Administrator to work for a global business. The role is office-based in Trafford Park area. Salary: Up to £30,000 with excellent benefits including bonus, pension, and private medical insurance. We are seeking a detail-oriented Transport Coordinator to support our Transport Schedulers and VMI Analysts with key operational tasks. Your responsibilities will include: Scheduling Support: Conduct daily potting checks to prevent overweight vehicles, monitor truck utilization to improve load sizes, and ensure all shifts are covered by bringing forward deliveries. Night Shift Duties: Potting up VMI orders, filing, shredding, updating delivered-by-terminal records, and completing correction reports for SAHQ. Reporting & Compliance: Ensure correct procedures are followed for left-on-boards, billing blocks, corrections, and ad-hoc reporting. Customer & Performance: Handle calls professionally, follow call procedures, provide feedback, and attend at least one tanker delivery per year. Previous call center experience is ideal, preferably within the transport sector. Other Requirements: Knowledge and experience of Microsoft Office applications including Outlook, Word, Excel, with a professional standard for taking and making voice calls under all conditions.

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate: 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market Making company in Our client is a Wealth and Asset Management firm in Date: 6 Feb 2025 Sector: IT Type: Permanent Location: London Salary: £40,000 - 45,000 per annum Email: Ref: DB 060225b We are looking for an HR Systems Support Analyst with Advanced Excel - expert level required, including proficiency in pivot tables, VLOOKUPs, and formulas. Key requirements include: High accuracy and attention to detail Highly organized with ability to prioritize and manage multiple tasks Excellent analytical and problem-solving skills Strong integrity, ensuring confidentiality The HRIS Analyst will support administration, maintenance, operation, and configuration of SAP SuccessFactors and support the wider HR technology stack. Responsibilities include: Supporting data integrity and security through audits and controls Supporting annual processes like compensation reviews, promotions, and benefit renewals Preparing and distributing reports and dashboards Providing end-user training and documentation System administration duties: First point of contact for system users and reporting queries Maintaining foundation objects in SuccessFactors Supporting system actions aligned with HR calendar events Partnering with internal teams and vendors for system support Support in system changes, upgrades, and projects such as time off configuration and integrations.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Our client is a Global Financial Broking firm in London. We are looking for an HR Administrator to support the daily management of the employee lifecycle and HR operation activities. Location and Hours The position is usually based in our London Head Office which is currently located in the City of London (EC3). Hours are 9.00 to 5.30, Monday to Friday, although flexibility may be required at peak periods. Currently hybrid working with four days in the office. Role Focus The HR Administrator will focus on: Preparing job requisitions, offer approvals, and job changes within HR system (SuccessFactors) for new hires, leavers, employee contractual changes, and contingent workers. Records management-administering recruitment, payroll, JML, ensuring GDPR compliance and effective reporting. Preparing all relevant employee lifecycle paperwork (contracts, change letters, recruitment documents) within SLAs and storing them effectively. Ensuring compliance with SMCR and legislative requirements, including reference checks, credit and DBS checks, and annual Fit & Proper processes. Supporting onboarding processes to ensure effective employee engagement. Seeking continuous improvement by reviewing current HR processes and implementing innovative solutions. Preparing contracts, new starter packs, and electronic employee files, ensuring documentation is complete and properly filed. Coordinating first-day activities and organizing group induction sessions. Conducting feedback sessions with new employees. Preparing and issuing documentation for various employee lifecycle events (probation, salary changes, internal transfers, leavers, etc.) and contingent worker documentation. Conducting exit interviews with departing employees. Monitoring employee queries, ensuring timely responses, and escalating as needed. Supporting minute-taking and activities during grievance and disciplinary processes. Assisting with monthly payroll processing to ensure accuracy and deadlines. Managing reference requests and preparing employment references for various purposes. Candidate Profile Strong IT, Excel, and reporting skills. Ability to work quickly and accurately, prioritize tasks, and meet deadlines. Logical, organized approach with a focus on continuous improvement. Professional communication skills with clients, colleagues, and prospects. Excellent written and interpersonal skills. Understanding of HR legislation and processes. Proactive attitude and willingness to learn.

This job description contains a mix of different roles and some irrelevant or poorly formatted content. To improve clarity and professionalism, I will focus on the main role described (HR Business Partner) and remove unrelated or fragmented information. I will also organize responsibilities into a clear, readable format using appropriate HTML tags. Revised Job Description: HR Business Partner Location: London Salary: c£60,000 Type: Permanent This well-established but rapidly expanding financial services organisation has an excellent reputation and a dynamic, team-oriented working environment. Due to continued growth, they are seeking an HR Business Partner to join their City operation, working alongside the Head of HR. Responsibilities: Assist in developing and implementing an HR & Culture strategy aligned with business priorities and Group strategy. Oversee advice, guidance, and support to line managers on HR policies including performance, disciplinary, sickness, grievance, appraisal, recruitment, and change management, ensuring compliance with legislation and best practices. Develop and lead recruitment strategies, ensuring adherence to company values and best practices. Implement external HR best practices within the Group. Apply problem-solving skills to understand issues and deliver credible solutions. Utilize workforce data to identify trends in performance, turnover, absenteeism, and vacancy rates, raising awareness among line managers. Identify priorities and proactively resolve issues. Support operational priorities related to HR metrics such as absenteeism, costs, and performance. Identify learning and development opportunities; contribute to designing and delivering training on key HR policies. Coach leaders on HR policies and best practices, building trusted relationships and mentoring line managers. Support integration and implementation of TUPE and acquisition activities across business areas. Drive employee engagement through change management initiatives and feedback mechanisms. Lead or support ad-hoc projects such as restructuring, redundancy programs, and TUPE transfers.

Quick Registration: First Name , Last Name , E-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate 5 days a week in London. Administration Assistant - Financial Services Our client is a Financial Market making company in London. Our client is a Wealth and Asset Management firm in London. Date: 10 Sep 2024 Sector: FINANCIAL MARKETS Type: Permanent Location: London Salary: £30,500 - 32,000 per annum Email: Ref: db433452 We are looking for a Numerate Graduate with at least 1 year of Financial Data and MI Modelling analyst experience. The role involves providing analytical support to the business and liaising with other departments internally to successfully distribute/extract pertinent information. The successful candidate will be involved in: Financial modelling and review of business opportunities Providing analytical and administrative support Management sales reporting and tracking Providing financial information, insights, and analysis to management for timely decision-making Ad hoc reporting on trade deals to assist team management with performance, client tenders, and strategy Cost analysis on the broking team group-wide Liaising with data scientists to extract data and create real-time reports Analyzing and supporting improvements to broking data Supporting broking financial systems Contributing to key projects and initiatives Supporting administrative functions, including financial analysis of the broking segment Setting up and reporting on Capital and signage spend Business Intelligence reporting Core Skill Requirements: Developed and proven analytical skills Understanding of economics supporting UK business Financial numeracy with strong MS Excel skills Knowledge of Power BI for data extraction and analysis Good interpersonal skills for interaction with various departments Flexibility to adapt to evolving roles Budget awareness Efficiency and collaboration skills

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Positions available include: Client Onboarding KYC Associate (5 days a week in London) Administration Assistant - Financial Services Financial Market Making Company Wealth and Asset Management Firm Details of one specific role: Date: 28 Dec 2023 Sector: HUMAN RESOURCES Type: Contract Location: London Salary: £50,000 - £55,000 per annum Email: Ref: BT9421 Position: Payroll and Benefits Specialist, salary up to £55,000. This leading financial services organization has an excellent reputation and is expanding. They are seeking a payroll professional initially on a contract until September 2024, with the possibility of a permanent role thereafter. The main responsibilities include managing payroll and benefits activities for the company and its clients, ensuring smooth and accurate operations. Key duties: Managing end-to-end payroll processing for multiple clients, including inputs and checks across various payroll providers. Planning and executing tax year-end procedures, liaising with HMRC, generating P11Ds, P60s, and reconciling Directors' NI contributions. Developing and refining payroll systems for optimal performance. Managing pension requirements in line with current regulations. Generating payroll reports and performing data analysis to support the business and clients. Liaising with benefit providers, conducting annual benefit reviews, and reconciling invoices and premiums. Supporting HR projects such as onboarding new clients onto payroll software, including BACS setup.

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Wealth and Asset Management firm in W1, London, and they are looking for an HR Advisor to provide practical guidance and support across a busy HR function. This role is a generalist position with exposure to all HR department functions. Ideal candidates will have HR experience in a financial or professional services environment, a solid understanding of good HR practices, and UK employment law. CIPD Level 5+ qualification (or equivalent) is preferred. The role offers a hybrid working model, currently 4 days in the office and 1 from home. The HR Advisor will handle a diverse range of responsibilities, including advising on employee relations, performance management, HR analytics, benefits and payroll, talent acquisition, onboarding, training, and general HR duties. Key duties include: Advisory: Providing guidance on employee relations issues, policies, performance management, absence management, family-friendly policies, and updating policy documentation. Performance Management: Managing probation and extension cases, supporting line managers with performance practices, goal setting, and PIPs. HR Analytics: Reporting on HR metrics such as headcount, recruitment costs, staff turnover, and remuneration to relevant stakeholders. Benefits and Payroll: Managing HR invoices, updating employee benefit records, producing pension letters, and supporting payroll tasks. Talent Acquisition and Onboarding: Overseeing recruitment processes, working with agencies, posting adverts, organizing inductions, and updating HR records. Training: Coordinating external and internal training sessions, maintaining training records. General HR Duties: Reviewing documentation, updating HRIS, managing HR inbox, participating in projects, and updating internal HR resources. This job posting is active and not expired.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in Underwriting Operations Business Partner Date: 1 Jun 2023 Sector: INSURANCE Type: Permanent Location: London Salary: £55,000 - 65,000 per annum Email: Ref: BT715 Underwriting Operations Business Partner to £65,000 This is an excellent opportunity for a candidate with insurance operations experience and familiarity with London Market Insurance processes and systems to develop their career with a highly regarded underwriter. The company offers a full benefits package including a generous on-target bonus of 15%. The successful candidate will be responsible for managing the risk administration service delivery by an Outsourced Business Partner and Underwriting Operations team. Main duties include: Oversight of risk administration Standard Operating Procedures, process flow charts, and controls relevant to the Political Risks & Political Violence Underwriting Teams. Amend documentation annually or as needed. Act as the key contact, coordinator, and point of escalation between the Underwriting Team, Underwriting Operations, and the Outsourced Business Partner. Respond to queries to ensure efficient service. Lead meetings with stakeholders as required. Manage and train the Underwriting Operations Team supporting the Underwriting Team. Standardize services with other Underwriting Operations Business Partners to create operational flexibility during peak periods. Identify opportunities to automate or outsource tasks, following governance and testing procedures. Monitor KPIs daily, weekly, and monthly, updating Senior Management. Ensure workflows are maintained and data quality remains high. Coordinate shared email support for the Underwriting Team, triaging correspondence to prevent backlogs. Monitor data entry quality through sample checks and exception reports. Perform root cause analysis for issues. Support the organization's Board in maintaining a customer-focused culture and adherence to policies and procedures.

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate: 5 days a week in the office. Positions available: Administration Assistant - Financial Services Underwriting Operations Technician: To £40,000 Our clients include: A Financial Market making company in A Wealth and Asset Management firm in Job Details: Date: 21 Aug 2024 Sector: INSURANCE Type: Permanent Location: London Salary: £33,000 - 40,000 per annum Contact: Ref: BT836 Underwriting Operations Technician Responsibilities: Ensure tasks are transferred into Underwriting Operations as per the task list Assist Group Head of Operations with delivery of the Underwriting Support Model, outsourcing, procedure documentation, and training workshops Handle general policy administration processing Oversee less experienced Underwriting Operations Technicians Monitor KPIs to ensure task completion within SLA Daily monitoring of Underwriting Operations Dashboard and central mailbox Prepare materials and attend meetings as required Perform other duties as assigned to support the Group Head of Operations

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate: 5 days a week in London. Positions available: Administration Assistant - Financial Services Financial Market Making Company Wealth and Asset Management Firm Details: Date: 28 May 2024 Sector: IT Type: Permanent Location: London Salary: £32,000 - 38,000 per annum Email: Ref: BT454 Trainee Technology Research and Development Tax Consultant: Salary up to £38,000 This is an exciting opportunity within a rapidly expanding division of a well-established business consulting firm. Tax training will be provided for the successful candidate. The main responsibility is to work with the firm's technology clients in preparing R&D claims. The role will be under the supervision of the R&D Tax Manager, ensuring claims are handled efficiently and accurately. Duties include: Ensure R&D tax claims in the tech and IT sectors are prepared on time and meet quality standards. Ensure claims contain sufficient technical content to meet HMRC requirements. Engage in IT claim training and wider R&D tax credits training offered by the team and third parties. The candidate should have an interest in HMRC's position regarding IT claims and suggest process improvements. Possess technical knowledge of IT and/or software development to incorporate into claim content. Stay updated with software and technology trends. Deliver technical and costing aspects of IT claims within project budgets and KPIs. Be an active team member, offering suggestions and ideas. The company offers a friendly, progressive, and team-oriented environment with opportunities for career growth and professional exams.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is looking for a Credit Control Manager. Private Client Investment Management Trainee. Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in London. Date: 1 Aug 2024 Sector: ADMINISTRATION Type: Permanent Location: London Salary: £33,000 - 35,000 per annum Email: Ref: BT927 Compliance Administrator to £35,000 This leading financial services organisation has an excellent reputation and boasts an extremely friendly and team-oriented environment. They are now looking for an additional person within the compliance/onboarding team. Some previous exposure to compliance or AML activities is essential. The Compliance Team provides specialist guidance, client onboarding, and supports the implementation of policies and processes that are reflective of the firm's regulatory and legislative environment. The team of three works closely with other teams across the firm. Responsibilities include: Analyzing data from AML database and the firm's practice management database using Excel. Performing checks which may involve reviewing Companies House filings, running PEP and sanctions checks, and other electronic reports, then analyzing the results. Updating the AML database once the appropriate checks have been performed. Working alongside the Technology team to help integrate a proposed new digital onboarding solution into current working processes and assisting with the future integration of new systems. Running the digital onboarding solution, including sending out identification links and collecting the required information. Onboarding new clients accurately and in a timely manner, reviewing existing clients, ensuring client records are updated, and supporting documentation is suitable and filed correctly within the AML database. Setting up clients on the practice management database, ensuring adherence to procedures including anti-money laundering protocols. Collating data from different sources and systems, liaising with the Technology team to improve systems and processes for efficiency. Working with the Technology team to ensure security and GDPR compliance.

Quick Registration: First Name , Last Name , e-mail , Phone , Sector, Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate 5 days a week in the office. Administration Assistant - Financial Services Our client is a Financial Market making company in London. Our client is a Wealth and Asset Management firm in London. Job Details Date: 26 Oct 2023 Sector: PA / SECRETARIAL Type: Permanent Location: London Salary: £26,000 - 30,000 per annum Email: Ref: BT856 Secretary Administrator - Salary up to £30,000 This well-established and highly regarded financial services organisation is considered a leader in its field. It offers a friendly, team-oriented environment, excellent benefits, and hybrid working. They are seeking an experienced secretary administrator to support one of their divisions. Responsibilities Audio / copy typing from Private Client Directors and Assistants. Organise and administer company and client-facing events, including travel arrangements, venue booking, and maintaining attendee lists. Produce correspondence and assist with mailshots, ensuring timely collation and dispatch. Answer calls when Private Client Directors / Assistants are unavailable, take messages, and assist where possible. Photocopy, profile, and file documents and correspondence. Monitor, record receipt of, and distribute post. Maintain standing data on business systems. Update and generate reports as needed. Arrange meetings, book rooms, coordinate diaries, and send invites. Assist with the administration of the offsite storage database. Be proactive in seeking work during quieter periods and assist with additional tasks as requested. Provide cover for secretaries and reception as required.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Wealth and Asset Management firm in London, part of a global FTSE business. They are currently looking for a Credit Control Manager and a Private Client Investment Management Trainee. Details of the positions: Credit Control Manager Private Client Investment Management Trainee Additional opportunity: Trainee Research and Development Tax Consultant - Salary up to £38,000 Requirements include a strong degree in science, technology, engineering, or similar, along with excellent communication and interpersonal skills. The role involves working with clients in preparing R&D claims, under supervision of the R&D Tax Manager. Key duties include preparing R&D tax claims, liaising with tax advisors, communicating with HM Revenue & Customs, attending technical discussions, reviewing claims, identifying new opportunities, handling client queries, preparing budgets, and ensuring deadlines are met. The company offers a friendly, progressive environment with opportunities for career growth and professional development, including studying for professional exams.

Quick Registration First Name Last Name e-mail Phone Sector Location Our client is a Global Financial Broking firm in London. Client Onboarding KYC Associate. 5 days a week in Administration Assistant - Financial Services Our client is a Financial Market making company in Our client is a Wealth and Asset Management firm in HR Business Analyst Learning and Development Date: 30 Oct 2024 Sector: FINANCIAL MARKETS Type: Contract Location: London Salary: £120000 - 126000 per annum Email: Ref: db38646 We have a 6-month contract for Business Analysts with experience in Human Resources Learning and Development using Workday technology. It's a Hybrid position. Experience in leading and driving change and projects is essential. You will be leading or contributing to business analysis on strategic projects that support our Human Resources Team. Collaborate directly with Business stakeholders, business relationship managers, and technology teams to craft and deliver enabling technology. We also have an IT Business Analyst role supporting GBS capabilities across our offices in the US, UK, and Sweden. The IT Business Analyst is expected to perform at an intermediate level, including: Business Needs Identification: Assess and define business needs, identify capability gaps, and propose solutions. Business Analysis Planning: Choose appropriate analysis approaches, plan, and manage activities to meet deadlines. Stakeholder Analysis & Change: Identify stakeholders, build relationships, and contribute to communication and change management plans. Requirements Analysis and Design Definition: Manage requirements, elicit and validate, and translate into design specifications. Business Case Definition: Develop detailed business justifications for investments. Solution Evaluation: Analyze and assess solution proposals, considering business readiness and value maximization. Work collaboratively with: Business Relationship Managers Business Stakeholders Business customers Process owners IT Architecture, Delivery, and Support teams Also collaborate or take responsibility for: Test Lead Change Management/Communication Lead Essential Qualifications, Skills, and Experience: 3+ years HR IT experience 5+ years as a Business Analyst preferred Experience leading change and projects Knowledge of catalogues, incidents, work queue management, Quotations, Charges, ServiceNow Experience deploying business analysis tools and techniques Experience working with complex systems, strategic thinking Excellent stakeholder management and communication skills Experience with virtual collaboration and managing third-party vendors Desirable Qualifications, Skills, and Experience: Formal certification in business analysis (preferred) Practical Agile methodology experience Experience in a global organization Exposure to User-Centered Design and Design Thinking

Quick Registration First Name Last Name e-mail Phone Sector Location Trainee Underwriting Assistant - Lloyd's We have a 6 month contract for Business Analysts with We looking for an HR Administrator with 12 months exp A Wealth and Asset Management company based in the Delegated Authority Technician. £40,000 - £55,000This Date: 11 Jul 2023 Sector: INSURANCE Type: Permanent Location: London Salary: £26000 - 29000 per annum Email: Ref: BT11011 Underwriting Operations Assistant . to £29,000 This leading Lloyd's underwriters have an excellent reputation and are now looking for a candidate with some insurance experience to join their London operations team. Whilst underwriting experience would be ideal, candidates with an understanding of new business form the broking side would also be positively considered. Duties: Input of business renewals Attachment of pre-bind sanctions documentation Attachment of slips and endorsements Completion of the underwriting system to trigger the risk entry workflow (and to ensure that signings are correct) Completion of the Pre-bind Quality Assurance checklist and attachment to all reference General maintenance of policy history, which involves organisation and filing Maintenance of aggregates input Completion of the Peer Review field for risks seen by 4 eyes Pricing model input tasks Preparing and distributing weekly reports to other departments Assist in the maintenance, review and updates to Business Partner procedure manuals Preparation of materials and attendance meetings as required by the Business Services Manager

Job Title: Operations Assistant - Insurance Salary: £28,000 - £32,000 per annum Date: 26 Apr 2023 Sector: FINANCIAL MARKETS Type: Permanent Location: London Email: Ref: db Overview: We are looking for a Graduate with a minimum of 12 months experience within an Investment Management or Financial Services firm to provide Business Management and Research Support to the COO and CEO of a prestigious UK Wealth and Investment Management firm. Main Duties: Support the COO in investigation and resolution of BAU issues to ensure the smooth running of the firm. Assist with preparation of presentations, board papers, strategy documents, and other papers. Take on direct responsibility for ongoing or ad hoc processes as required. Assess new requirements and work with the appropriate business area(s) to embed into BAU. Represent the COO in project meetings as required. Work with the MI team to maintain and improve operational MI/BI over time. Prepare meeting materials and liaise with contributors to ensure timely provision of papers. Take minutes for some committees and all ad hoc meetings. Maintain action lists, project logs, and trackers, ensuring progress between meetings. Required Skills: Good soft skills and ability to understand and communicate technical details. Ability to work well with people at all levels of the organization. Proactive in identifying issues and areas requiring improvement. Good time management and ability to work under pressure, managing multiple tasks with competing deadlines. Skilled in using Microsoft Office products, particularly advanced Excel and proficiency in PowerPoint. Experience in an Investment Management business, with exposure to operational systems, regulatory change, and projects is advantageous. KPI's: Accurate and punctual completion of tasks. Maintain a positive relationship with colleagues. Positive cultural impact on the working environment. Successful delivery of key projects/project support. Successful identification of relevant BI/MI measures and delivery of associated tools.